Silvercrest Asset Management Group Reduces $6M in Installed Building Products, Inc. ($IBP)

Silvercrest Asset Management Group recently cut its stake in Installed Building Products, Inc. (NYSE: IBP) by about 11%. According to its latest 13F filing with the SEC, the firm sold 29,742 shares, leaving it with 236,050 shares valued at approximately $48.88 million as of the reporting period.

What Changed in Silvercrest Asset Management's Installed Building Products Position

Silvercrest trimmed its holdings in Installed Building Products, reducing its share count from 265,792 to 236,050. This represents a cut of 29,742 shares, or about 11%, during the quarter. The value of Silvercrest's remaining stake is around $48.88 million.

Other Institutional Activity in Installed Building Products

Several other institutional investors also adjusted their positions in Installed Building Products. BlackRock, Inc. increased its holdings by 137,998 shares, bringing its total to 3,758,298 shares worth about $996.5 million. Kayne Anderson Rudnick Investment Management reduced its stake by 81,978 shares, holding 1,812,801 shares valued at approximately $480.7 million. Price T Rowe Associates trimmed its position by 121,159 shares, ending with 1,430,002 shares worth around $379.2 million. Meanwhile, Vanguard Portfolio Management added 1,368,128 shares, and State Street Corp increased its position by 13,606 shares, totaling 1,060,295 shares valued at $281.1 million.

Installed Building Products Stock Snapshot

Shares of Installed Building Products are trading at $207.09 on the NYSE. The company boasts a market cap of $5.58 billion and a P/E ratio of 22.1, with a forward P/E of 18.4. The stock has seen a 52-week range between $162.56 and $349.00, with a 50-day moving average of $247.42 and a 200-day moving average of $268.71. The company's beta is 1.724, indicating a higher volatility compared to the market.

Recent Earnings

Installed Building Products reported revenues of $2.95 billion, with a slight decline in revenue growth of 3.5%. The company achieved an EPS of $9.36, a net margin of 8.65%, and a return on equity of 38.36%. The next earnings report is expected on August 6, 2026.

Dividend

Installed Building Products pays an annual dividend of $3.32 per share, yielding 1.6%. The dividend payout ratio stands at 35.26%.

Insider Buying and Selling at Installed Building Products, Inc.

Several insiders recently bought shares of Installed Building Products. Marchelle Moore, Lawrence Hilsheimer, Michael Thomas, David Meuse, Janet Jackson, and Robert Schottenstein each purchased 855 shares on May 19, 2026. These transactions were not part of any pre-planned trading program.

Analysts Set New Price Targets

Analysts have recently updated their price targets for Installed Building Products. On May 13, 2026, JP Morgan maintained a 'sell' rating with a target of $195. DA Davidson and Truist Securities both maintained 'hold' ratings with targets of $242 and $200, respectively, on May 11, 2026. Goldman Sachs maintained a 'buy' rating with a target of $285 on May 8, 2026. The consensus recommendation is to hold, with a mean target price of $231.25 based on 12 analyst opinions.

About Installed Building Products

Installed Building Products, Inc. is a leading installer of insulation and complementary building products in the United States. Headquartered in Columbus, Ohio, the company operates through segments focused on installation, distribution, and manufacturing. It provides a range of services including insulation, sealants, garage doors, waterproofing, and more for residential and commercial construction. Led by CEO Jeffrey W. Edwards, the company employs around 10,400 people.

Bottom Line

Silvercrest Asset Management's recent reduction in its stake in Installed Building Products highlights the dynamic nature of institutional investments. As a key player in residential construction, Installed Building Products' performance and market position continue to attract attention from investors. The company's upcoming earnings report and the varied analyst ratings suggest that stakeholders are closely watching its financial health and market trends. Remember, 13F filings are historical and may not reflect current positions.