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IBP Installed Building Products Inc.

Consumer Discretionary, filed as INSTALLED BLDG PRODS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 3 Owners
  • Max 3.1%
  • $166M
  • 1 add 2 small

In 2026 Q2 First Eagle Investment Management added to Installed Building Products.

Who owns this now

Largest portfolio weights among holders, up to 3.1% (Francois Rochon, Giverny Capital). Not free-float ownership.

  1. Francois Rochon Reduce 3.1%
  2. Ron Baron Add 0.07%
  3. First Eagle Investment Manage... Add 0.05%

Who owns IBP

Sorted by value, long equity only, as of 2026 Q2.

History
Francois Rochon, Giverny Capital 3.1%, was 3.9% Small trim −1.5% 397,662 $91M History
Ron Baron, Bamco Inc. (Baron Capital) 0.07% Small add 0.0% 198,310 $46M History
First Eagle Investment Management 0.05%, was 0.03% Add +99.8% 127,563 $29M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IBP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IBP insider trades
  • $1M bought by 4 insiders
  • $129M sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Janet E. Jackson Director
    Sale
    $257K 1,086 shares at $237.06 17% of stake
    Traded Sep 3 Filed Sep 8
    ↗
  2. Michael Thomas Miller CFO
    Buy
    $199K 990 shares at $200.62 +3% to stake
    Traded Jun 11 Filed Jun 15
    ↗
  3. Lawrence A. Hilsheimer Director
    Buy
    $98K 475 shares at $206.22 +1.7% to stake
    Traded May 11 Filed May 12
    ↗
  4. Jason R Niswonger Chief Admin. & Sustainability
    Buy
    $98K 455 shares at $214.80 +2.7% to stake
    Traded May 11 Filed May 12
    ↗
  5. Michael Thomas Miller CFO
    Buy
    $499K 2,400 shares at $207.82 +7.8% to stake
    Traded May 11 Filed May 12
    ↗
  6. Brad A Wheeler COO
    Buy
    $150K 716 shares at $209.13 +5% to stake
    Traded May 11 Filed May 12
    ↗
  7. Janet E. Jackson Director
    Sale
    $414K 1,410 shares at $293.31 21% of stake
    Traded Mar 9 Filed Mar 11
    ↗
  8. Margot Lebenberg Carter Director
    Sale
    $599K 2,000 shares at $299.31 21% of stake
    Traded Mar 9 Filed Mar 11
    ↗
  9. Jeffrey W. Edwards CEO, +3 joint filers
    Sale
    $126M 400,000 shares at $314.06 19% of stake
    Traded Mar 3 Filed Mar 4
    ↗
  10. Michael H Thomas Director
    Sale
    $537K 2,001 shares at $268.28 19% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗
  11. William Jeffrey Hire President of External Affairs
    Sale
    $1.3M 5,000 shares at $251.63 13% of stake
    Traded Nov 7, 2025 Filed Nov 10, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 17 stock grants, 6 share withholdings for taxes, 5 gifts, and 1 sale back to the company.

Congress

2 members of Congress traded IBP in the last three years: 10 buys and 6 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. David J. Taylor R-OH-2 Buy $1K–$15K Sep 8 filed Sep 17
  2. David J. Taylor R-OH-2 Buy $1K–$15K Aug 14 filed Aug 20
  3. David J. Taylor R-OH-2 Buy $1K–$15K Jun 15 filed Jul 1
  4. David J. Taylor R-OH-2 Buy $1K–$15K Mar 24 filed Apr 2
  5. David J. Taylor R-OH-2 Buy $1K–$15K Mar 12 filed Mar 20
  6. David J. Taylor R-OH-2 Sell $1K–$15K Feb 26 filed Mar 6

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.78B $2.94B $2.97B
Gross profit $0.931B $0.994B $1.01B
Gross margin * 33.5% 33.8% 34.0%
Net income $243.7M $256.6M $265.4M
Net margin * 8.8% 8.7% 8.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.07B $1.05B $1.04B
Total non-current assets * $0.911B $1B $1.03B
Total assets $1.98B $2.06B $2.07B
Total current liabilities $346.4M $359M $344.2M
Total non-current liabilities * $0.965B $0.996B $1.01B
Total equity $670.3M $705.3M $709.9M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $340.2M $340M $371.4M
Cash from investing -$103.4M -$159.1M -$112M
Cash from financing -$79.9M -$239.8M -$265.1M
Net change in cash $156.9M -$58.9M -$5.7M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.