Installed Building Products, Inc.
In the published model solve dated 2026-Q2, anchored at $232.26, Installed Building Products, Inc. (IBP) is priced for +24.6% 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 June 27, 2026 from SEC EDGAR filings.
• Installed Building Products is an insulation installer whose fortunes track the housing cycle, and that cycle just turned against it: single-family starts fell 6% in the first quarter of 2026, dragging revenue down 3.5% to $660.5 million and earnings per share to $1.29 from $1.64. • The offsetting strength is diversification: commercial installation sales grew at a double-digit rate with heavy commercial up more than 20%, and multifamily starts rose 21%, which cushions the single-family slowdo
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432 institutional managers reported holding IBP in 13F filings for the quarter ended 2026-03-31. 57 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 1.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (2.9 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.
IBP has cut its share count 8.8% over the past five years, spending $489.96M on repurchases. It pays a dividend, and has for 5 years running, raised 4 years straight; the current rate is $3.18 a share annually. Cash returned over the past three years: $249.63M in dividends and $352.40M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at IBP over the trailing three years: 2025: 5 buys totaling $454k; 2026: 1 buy totaling $199k. 13 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.
IBP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +1.0% | -20.1% |
| 2023-11-09 | -0.3% | +50.5% |
| 2024-02-23 | +15.6% | +2.4% |
| 2024-05-10 | +0.7% | -1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
IBP's latest 8-K filings: 2026-05-20 (items 5.07); 2026-05-19 (items 7.01, 9.01); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-02-26 (items 2.02, 7.01, 9.01); 2026-02-02 (items 7.01, 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: June 27, 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.