Installed Building Products, Inc.
In the published model solve dated 2026-Q2, anchored at $204.28, Installed Building Products, Inc. (IBP) is priced for +20.1% 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: 2026-08-06 (items 2.02, 7.01, 9.01); 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).
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.