Silvercrest Asset Management Group 13F: Cuts IBP Stake by $6.2M

Silvercrest Asset Management Group adjusted its equity portfolio recently, lowering its exposure to residential construction provider Installed Building Products, Inc. NYSE:IBP. The institutional investment manager filed its Form 13F with the SEC, detailing portfolio changes as of May 15, 2026. Because 13F filings look backward, this report reflects holdings at that point in time and might not match the manager's current share count.

Silvercrest Reduces Position in Installed Building Products

During the reporting period, Silvercrest trimmed its investment by 29,742 shares, bringing an 11.1% reduction to the holding. The fund started the period with 265,792 shares and finished with 236,050 shares. Based on the valuation provided in the regulatory filing, the remaining stake carried a value of roughly $48.88 million.

Installed Building Products Stock Trades Lower in the Range

Shares of Installed Building Products recently exchanged hands around $207.09. The stock sits far below its 52-week high of $349.00, though it remains above its 52-week low of $193.11. The company carries a price-to-earnings ratio of 21.8, while its forward P/E sits at 17.6.

Recent Earnings Highlight Company Performance

Installed Building Products generated $2.96 billion in revenue with a revenue growth rate of 2.3%. The residential construction firm posted earnings of $9.27 per share, accompanied by a net margin of 8.5% and a return on equity of 38.5%. The company's next quarterly earnings report is expected on November 4, 2026.

Dividend Yield and Payout Ratio

The company pays an annual dividend of $1.56 per share, giving investors a dividend yield of 0.8%. This payout takes up about 35.8% of the company's earnings.

Insider Buying and Selling at Installed Building Products, Inc.

Executive VP and CFO Michael Thomas Miller bought 990 shares on June 11, 2026. The shares were purchased at an average price of $200.62 per share, bringing the total transaction value to $198,609.74.

Analysts Set New Price Targets

Wall Street firms have kept a close watch on the builder's stock. On October 16, 2026, Wells Fargo maintained its Equal-Weight rating while lowering its price target to $195.00 from $240.00. Goldman Sachs maintained a Buy rating on October 12, 2026, lowering its target from $297.00 to $257.00. Truist Securities kept a Hold rating on October 8, 2026, adjusting its price target down to $160.00 from $200.00. RBC Capital maintained a Sector Perform rating on October 7, 2026, lowering its target to $208.00. Melius Research initiated coverage with a Hold rating and a $217.00 target on October 6, 2026. Evercore ISI Group maintained an In-Line rating on September 25, 2026, moving its target to $222.00 from $246.00. Stifel initiated a Buy rating on September 15, 2026, with a $240.00 price target. Overall, the stock holds a consensus Hold recommendation from analysts, with a mean price target of $244.00.

Overview of Installed Building Products

Based in Columbus, Ohio, Installed Building Products installs insulation and related building products for residential and commercial contractors across the United States. The company works with spray foam, fiberglass, and various sealant solutions to help builders manage energy efficiency in new construction and remodeling projects.

What to Watch at IBP

Investors tracking Silvercrest will need to review subsequent 13F filings to see if the firm continues trimming or begins rebuilding its position. The company's next earnings release in November will offer further details on financial health.