Owens Corning
In the published model solve dated 2026-Q2, anchored at $152.91, Owens Corning (OC) is priced for +4.8% 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 1, 2026 from SEC EDGAR filings.
• Owens Corning is a North American building-products company whose profit engine is roofing: laminate asphalt shingles sold into a repair-and-remodel market where storm damage, not the housing cycle, drives much of the demand, so the segment's sales ⟦"do not always follow seasonal home improvement, remodeling and new construction industry patterns"⟧. • The biggest risk is that the trailing year is a trough, not a base: 2025 segment EBITDA fell $121 million in Roofing and $97 million in Insulati
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604 institutional managers reported holding OC in 13F filings for the quarter ended 2026-03-31. 84 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 4.7M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (4.8 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.
OC has cut its share count 22.8% over the past five years, spending $3.09B on repurchases. It pays a dividend, and has for 12 years running, raised 11 years straight; the current rate is $2.86 a share annually. Cash returned over the past three years: $596.00M in dividends and $1.72B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at OC over the trailing three years. Absence is a fact about the company, not a signal. 23 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.
OC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-02-16 | -1.7% | +0.3% |
| 2023-04-27 | +4.0% | +25.8% |
| 2023-07-27 | +6.3% | +0.1% |
| 2023-10-26 | -7.7% | +30.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
OC's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-07-29 (items 5.02); 2026-05-06 (items 2.02, 9.01); 2026-05-01 (items 5.02); 2026-05-01 (items 8.01).
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 1, 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.