BLDR Builders FirstSource (BLDR) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Retail-lumber & other building materials dealers · CIK 0001316835
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
343
13F, latest reported quarter
What the filings say about BLDR
Insiders, 180 days
-$390.9K net sold
1 seller · 0% of sales under a 10b5-1 plan
Builders FirstSource insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Builders FirstSource, Inc. insiders sold a net $390.9K of stock across 30 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Feb 27, 2025.
- The trade is 4.1% of the 122,284 shares held after it.
- No other insider sold within 30 days.
- 343 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Rush David E sold about $390.9K of BLDR on May 8, 2026, the largest insider sale at the company since 2025; 343 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on May 9, 2025.
- +18.1% median (+18.1% mean) 90-day return after 2 previous buys.
- The trade is 2.9% of the 1,727,191 shares held after it.
- No other insider bought within 30 days.
- 343 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director LEVY PAUL S bought about $4.4M of BLDR on Mar 13, 2026; 343 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Aug 7, 2023.
- The trade is 1.7% of the 73,521 shares held after it.
- No other insider sold within 30 days.
- 343 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP & General Counsel Johnson Timothy D sold about $181.1K of BLDR on Aug 22, 2025; 343 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 6.3% of the 31,121 shares held after it.
- 1 other insider bought within 30 days.
- 343 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President - East Division Vance Todd bought about $225.0K of BLDR on Jun 10, 2025; 1 other insider bought within 30 days and 343 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 5,000 shares held after it.
- 2 other insiders bought within 30 days.
- 343 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Charles Dirkson R bought about $548.4K of BLDR on May 27, 2025; 2 other insiders bought within 30 days and 343 funds added in the latest 13F quarter.30 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$390.9K over 180 days
more than 59% of Wholesale & Retail
Congress
no House purchase disclosed in the last 12 months
Funds
343 funds bought in last quarter
more than 84% of Wholesale & Retail
Revenue
-7.4% year over year
below 78% of Wholesale & Retail
Margin
2.9% net margin
more than 63% of Wholesale & Retail
Buybacks
$303.5M repurchased, FY to 2026-06-30
more than 79% of Wholesale & Retail
Short interest
8.8% of the float short (float per yahoo 2026-10-26) · 1.9 days to cover · settled 2026-09-30
more than 81% of Wholesale & Retail
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch BLDR
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-54.1%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns BLDR: institutional holders (13F)
13F holdings, latest reported quarter
7,833,417 sh
$700.9M
6,854,631 sh
$613.4M
4,839,758 sh
$433.1M
4,162,116 sh
$372.4M
3,907,321 sh
$349.6M
Congress trades in BLDR
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
BLDR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
BLDR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
GoodHaven Fund
$11.3M position · as of 2026-05-31
4.4%
State Street(R) SPDR(R) S&P(R) Homebuilders ETF
$58.0M position · as of 2026-06-30
3.6%
Paradigm Select Fund
$7.9M position · as of 2026-06-30
2.8%
Concourse Capital Focused Equity ETF
$1.1M position · as of 2026-05-29
2.7%
AlphaCentric Real Income Fund
$1.1M position · as of 2026-06-30
2.6%
Miller Value Partners Appreciation ETF
$1.8M position · as of 2026-06-30
2.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Peter Jackson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$8.1M
$4.0M
$3.5M
+152%
+94%
2023
$8.1M
$13.9M
$3.3M
+309%
+58%
2020
$5.3M
$12.2M
$2.2M
+61%
+27%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $390.9K sold by insiders over 180 days, 343 funds added last quarter. Each figure is a federal filing, dated the day it went public.
BLDR financials
Revenue growth
-7.4%
XBRL, annual
Net margin
2.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$14.4B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM BLDR
| FY Dec 2025 | $15.2B |
| FY Dec 2024 | $16.4B |
| FY Dec 2023 | $17.1B |
| FY Dec 2022 | $22.7B |
| FY Dec 2021 | $19.9B |
| Jun 2026 | $3.9B |
| Mar 2026 | $3.3B |
| Dec 2025 | $3.4B |
| Sep 2025 | $3.9B |
| Jun 2025 | $4.2B |
| Mar 2025 | $3.7B |
| Dec 2024 | $3.8B |
| Sep 2024 | $4.2B |
At each fiscal year end
Single quarter
Net margin, TTM
+0.7%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM BLDR
| FY Dec 2025 | +2.9% |
| FY Dec 2024 | +6.6% |
| FY Dec 2023 | +9.0% |
| FY Dec 2022 | +12.1% |
| FY Dec 2021 | +8.7% |
| Jun 2026 | -0.1% |
| Mar 2026 | -1.4% |
| Dec 2025 | +0.9% |
| Sep 2025 | +3.1% |
| Jun 2025 | +4.4% |
| Mar 2025 | +2.6% |
| Dec 2024 | +5.0% |
| Sep 2024 | +6.7% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$639.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM BLDR
| FY Dec 2025 | $853.3M |
| FY Dec 2024 | $1.5B |
| FY Dec 2023 | $1.8B |
| FY Dec 2022 | $3.3B |
| FY Dec 2021 | $1.5B |
| Jun 2026 | $30.0M |
| Mar 2026 | $40.7M |
| Dec 2025 | $106.7M |
| Sep 2025 | $461.9M |
| Jun 2025 | $252.3M |
| Mar 2025 | $32.4M |
| Dec 2024 | $273.8M |
| Sep 2024 | $630.4M |
At each fiscal year end
Single quarter
Debt to equity
1.14x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity BLDR
| FY Dec 2025 | 1.02x |
| FY Dec 2024 | 0.86x |
| FY Dec 2023 | 0.67x |
| FY Dec 2022 | 0.60x |
| FY Dec 2021 | 0.62x |
| Jun 2026 | 1.14x |
| Mar 2026 | 1.15x |
| Dec 2025 | 1.02x |
| Sep 2025 | 1.03x |
| Jun 2025 | 1.12x |
| Mar 2025 | 1.02x |
| Dec 2024 | 0.86x |
| Sep 2024 | 0.83x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.20x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt BLDR
| FY Dec 2025 | 0.27x |
| FY Dec 2024 | 0.51x |
| FY Dec 2023 | 0.73x |
| FY Dec 2022 | 1.21x |
| FY Dec 2021 | 0.59x |
| Jun 2026 | 0.20x |
| Mar 2026 | 0.25x |
| Dec 2025 | 0.27x |
| Sep 2025 | 0.31x |
| Jun 2025 | 0.34x |
| Mar 2025 | 0.38x |
| Dec 2024 | 0.51x |
| Sep 2024 | 0.57x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+2.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity BLDR
| FY Dec 2025 | +10.1% |
| FY Dec 2024 | +23.9% |
| FY Dec 2023 | +31.8% |
| FY Dec 2022 | +56.3% |
| FY Dec 2021 | +57.9% |
| Jun 2026 | +2.5% |
| Mar 2026 | +7.0% |
| Dec 2025 | +10.1% |
| Sep 2025 | +13.6% |
| Jun 2025 | +17.8% |
| Mar 2025 | +19.6% |
| Dec 2024 | +23.9% |
| Sep 2024 | +27.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+0.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets BLDR
| FY Dec 2025 | +4.0% |
| FY Dec 2024 | +10.2% |
| FY Dec 2023 | +14.6% |
| FY Dec 2022 | +25.8% |
| FY Dec 2021 | +23.2% |
| Jun 2026 | +0.9% |
| Mar 2026 | +2.6% |
| Dec 2025 | +4.0% |
| Sep 2025 | +5.3% |
| Jun 2025 | +6.8% |
| Mar 2025 | +8.1% |
| Dec 2024 | +10.2% |
| Sep 2024 | +11.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+3.5%
operating income after a 30.7% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital BLDR
| FY Dec 2025 | +7.8% |
| FY Dec 2024 | +15.3% |
| FY Dec 2023 | +21.3% |
| FY Dec 2022 | +37.2% |
| FY Dec 2021 | +32.0% |
| Jun 2026 | +3.5% |
| Mar 2026 | +6.2% |
| Dec 2025 | +7.8% |
| Sep 2025 | +9.3% |
| Jun 2025 | +10.7% |
| Mar 2025 | +12.5% |
| Dec 2024 | +15.3% |
| Sep 2024 | +17.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+4.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed BLDR
| FY Dec 2025 | +8.5% |
| FY Dec 2024 | +18.3% |
| FY Dec 2023 | +25.0% |
| FY Dec 2022 | +43.5% |
| FY Dec 2021 | +40.9% |
| Jun 2026 | +4.6% |
| Mar 2026 | +6.4% |
| Dec 2025 | +8.5% |
| Sep 2025 | +11.1% |
| Jun 2025 | +13.3% |
| Mar 2025 | +14.8% |
| Dec 2024 | +18.3% |
| Sep 2024 | +20.2% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
61.10x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing BLDR
| FY Dec 2025 | 26.45x |
| FY Dec 2024 | 15.74x |
| FY Dec 2023 | 13.91x |
| FY Dec 2022 | 3.85x |
| FY Dec 2021 | 10.08x |
| Jun 2026 | 97.26x |
| Mar 2026 | 31.42x |
| Dec 2025 | 26.45x |
| Sep 2025 | 23.01x |
| Jun 2025 | 17.65x |
| Mar 2025 | 15.98x |
| Dec 2024 | 15.74x |
| Sep 2024 | 18.91x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$10.6B
market value at close 2026-10-26 on 2026-07-23 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value BLDR
| FY Dec 2025 | $15.6B |
| FY Dec 2024 | $20.0B |
| FY Dec 2023 | $23.7B |
| FY Dec 2022 | $12.4B |
| FY Dec 2021 | $19.3B |
| Jun 2026 | $14.1B |
| Mar 2026 | $13.6B |
| Dec 2025 | $15.6B |
| Sep 2025 | $17.5B |
| Jun 2025 | $17.5B |
| Mar 2025 | $18.6B |
| Dec 2024 | $20.0B |
| Sep 2024 | $25.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+10.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield BLDR
| FY Dec 2025 | +7.5% |
| FY Dec 2024 | +9.1% |
| FY Dec 2023 | +8.9% |
| FY Dec 2022 | +34.1% |
| FY Dec 2021 | +9.2% |
| Jun 2026 | +6.6% |
| Mar 2026 | +9.5% |
| Dec 2025 | +7.5% |
| Sep 2025 | +7.6% |
| Jun 2025 | +9.2% |
| Mar 2025 | +9.2% |
| Dec 2024 | +9.1% |
| Sep 2024 | +7.7% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -86%, PEG needs growth
PEG, trailing BLDR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.04x |
| FY Dec 2021 | 0.05x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $15.2B | $16.4B | $17.1B | $22.7B |
| Gross profit | $4.6B | $5.4B | $6.0B | $7.7B |
| Operating income | $786.3M | $1.6B | $2.2B | $3.8B |
| Net income | $435.2M | $1.1B | $1.5B | $2.7B |
| EPS (diluted) | 3.89 | 9.06 | 11.94 | 16.82 |
| Operating cash flow | $1.2B | $1.9B | $2.3B | $3.6B |
| Cash | $181.8M | $153.6M | $66.2M | $80.4M |
| Long-term debt | $4.4B | $3.7B | $3.2B | $3.0B |
| Buybacks | $414.0M | $1.5B | $1.8B | $2.6B |
SEC XBRL, fiscal years, as known on 2026-10-27
BLDR Stock Sonar score 6/7 axes
Find similar shapesCompareBLDR ranks highest on institutional and government (84th percentile) and risk and compliance (63rd), and lowest on growth (22nd), among Wholesale & Retail peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
BLDR filings, in plain words
Are Builders FirstSource insiders buying or selling BLDR?
In the 180 days to 2026-10-27, Builders FirstSource insiders were net sellers, a net $390.9K across purchases and sales reported on Form 4, by 1 seller.
Read the full summary
In the 180 days to 2026-10-27, Builders FirstSource insiders were net sellers of BLDR, a net $390.9K across purchases and sales reported on Form 4 by 1 seller. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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