EAGLE MATERIALS INC.
In the published model solve dated 2026-Q2, anchored at $197.56, EAGLE MATERIALS INC. (EXP) is priced for -4.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Two of four segments carry Eagle: gypsum wallboard earned 286.8 million dollars of segment operating earnings on 764.5 million of revenue in fiscal 2026, and cement earned 328.3 million on 1.30 billion, margins no other building-products name in its cohort matches [Source: Eagle Materials fiscal 2026 annual report]. • The risk is timing rather than quality: segment operating earnings have slipped in each of the last two years, to 672.5 million dollars in fiscal 2026 from 716.9 million in fisc
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467 institutional managers reported holding EXP in 13F filings for the quarter ended 2026-03-31. 53 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, BlackRock, among others. On the short side, 2.3M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (5.6 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.
EXP has cut its share count 24.3% over the past five years, spending $1.94B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.00 a share annually. Cash returned over the past three years: $92.41M in dividends and $949.31M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at EXP over the trailing three years: 2025: 4 buys totaling $502k. 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.
EXP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -3.9% | -8.7% |
| 2023-10-27 | -2.9% | +37.3% |
| 2024-01-26 | +4.1% | +25.9% |
| 2024-05-23 | -2.8% | +0.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EXP's latest 8-K filings: 2026-07-31 (items 5.03, 5.07, 9.01); 2026-07-29 (items 2.02, 9.01); 2026-05-28 (items 5.02, 9.01); 2026-05-21 (items 5.02, 9.01); 2026-05-19 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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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.