NYSE · Consumer Discretionary

INSTALLED BLDG PRODS INC IBP

Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations. It offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials.

Homebuilding

Company profile

Business mix

  • It operates through three segments: Installation, Distribution, and Manufacturing Operations. It offers a range of insulation materials, such as fiberglass and cellulose, and spray foam insulation materials.
  • It is also involved in the installation of insulation and sealant materials in various areas of a structure, which includes basement and crawl space, building envelope, attic, and acoustical applications.
  • In addition, the company installs a range of caulk and sealant products that control air infiltration in residential and commercial buildings.
  • Further, it installs and services garage doors and openers, including steel, aluminum, wood, and vinyl garage doors, as well as opener systems.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in residential construction?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.06 FCF 5.95% Buyback 3.12%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Giverny Capital Francois Rochon 3.9% $107.0M 2026-03-31
Baron Capital Ron Baron 0.2% $52.6M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 0 Last 2 13F filing periods
Net reducers 3 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $268.8M Estimated from net reduced shares
Net share change / base shares -62.6% -1,007,421 / 1,609,302
Giverny Capital Francois Rochon 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 0.9% 13F value change +$7.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -22.3% 13F value change -$27.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 514,736 Last 2 periods -111,071 (-21.6%) Total shares 403,665 Value $107.0M
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -7.6% 13F value change -$3.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -53.2% 13F value change -$57.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 458,182 Last 2 periods -259,966 (-56.7%) Total shares 198,216 Value $52.6M
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 48.5% 13F value change +$61.3M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$170.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 636,384 Last 2 periods -636,384 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.