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BLD

TopBuild Corp

At today's price, TopBuild Corp (BLD) is priced for +13.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+13.5% growth
Priced In
within-range

Key Takeaways

TopBuild now trades as a pending-deal situation: in April 2026 QXO agreed to acquire it for approximately 17 billion dollars, so the price near 426 dollars reflects the takeout, not a standalone estimate. The standalone business is a scale-advantaged building-products compounder, pairing Installation Services and Specialty Distribution for combined buying power, with a 14 percent operating margin, a return on equity near 21 percent, and about 1.9 billion dollars of M&A deployed in the year. Th

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Institutional ownership

527 institutional managers reported holding BLD in 13F filings for the quarter ended 2026-03-31. 71 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 2.7M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (2.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

BLD has cut its share count 14.9% over the past five years, spending $1.68B on repurchases. It pays no dividend. Cash returned over the past three years: $1.41B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at BLD over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

BLD's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-04+7.5%-16.7%
2023-11-01+11.1%+45.8%
2024-02-29-2.6%+1.6%
2024-05-08-5.0%-1.9%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Compare BLD

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.