Installed Building Products (IBP)

Company Profile

headquartered in columbus, ohio, installed building products has over 125+ locations throughout the united states. we are the second largest insulation installer in the u.s. residential new construction market. we offer a diverse portfolio of products for new and existing residential, multifamily, and commercial building projects. we specialize in insulation, and install a number of additional products including garage doors, siding, gutters, shower doors, mirrors, bath hardware, closets and shelving, door locksets and fireplaces. ibp prides itself on our longstanding relationships with leading builders in markets nationwide. integrity is the cornerstone of those relationships and our business. our comprehensive training, knowledge of local building codes, and strong manufacturer relationships deliver smooth, hassle free results. and service at the local level is the quality that keeps our customers coming back time after time. we believe in fostering leadership at the local level thro

Company profile

Ticker

IBP

Exchange

NYSE

Website

installedbuildingproducts.com/

CEO

Jeffrey Edwards

Incorporated

Delaware

Location

Ohio

Fiscal year end

Dec 31

Sector

Construction > Plumbing, Heating, and Air-Conditioning Contractors

Industry (SIC)

General Bldg Contractors - Residential Bldgs

Geo • Lennar • Select Interior Concepts • Xinyuan Real Estate • Eline Entertainment • Gafisa • Interior Logic ...

SEC CIK

0001580905

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

5 Star Building Products LLC • 5 Star Building Products of Southern Utah, LLC • A+ Insulation of Kansas City, LLC • ABS Coastal Insulating Company, Inc. • ABS Insulating Company, Inc. • Accurate Insulation LLC • Accurate Insulation of Colorado, LLC • Accurate Insulation of Delaware, LLC • Accurate Insulation of Upper Marlboro, LLC • Advanced Fiber, LLC ...

IBP stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Stephens & Co.

Maintains

Equal-Weight

$140.00

27 Jun 23

Latest filings (excl ownership)

View all

8-K

Installed Building Products Publishes 2023 Environmental, Social and Governance Report

31 Aug 23

8-K

Installed Building Products Announces the Acquisition of

28 Aug 23

8-K

Entry into a Material Definitive Agreement

2 Aug 23

Installed Building Products Reports Declares Regular Quarterly Cash Dividend

2 Aug 23

S-8

Registration of securities for employees

2 Jun 23

8-K

Installed Building Products Announces the Election of Marchelle E. Moore to Its Board of Directors

4 May 23

Installed Building Products Reports Declares Regular Quarterly Cash Dividend

4 May 23

ARS

2022 FY

Annual report to shareholders

13 Apr 23

Transcripts

View all

IBP

Earnings call transcript

2022 Q4

22 Feb 23

IBP

Earnings call transcript

2022 Q3

3 Nov 22

IBP

Earnings call transcript

2022 Q2

5 Aug 22

IBP

Earnings call transcript

2022 Q1

7 May 22

IBP

Earnings call transcript

2021 Q4

26 Feb 22

IBP

Earnings call transcript

2021 Q3

6 Nov 21

IBP

Earnings call transcript

2021 Q2

7 Aug 21

IBP

Earnings call transcript

2021 Q1

8 May 21

IBP

Earnings call transcript

2020 Q4

24 Feb 21

IBP

Earnings call transcript

2020 Q3

8 Nov 20

Latest ownership filings

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Jeffrey W. Edwards

15 Sep 23

144

Notice of proposed sale of securities

13 Sep 23

Janet E. Jackson

21 Aug 23

Michael Thomas Miller

Notice of proposed sale of securities

9 Jun 23

144

Notice of proposed sale of securities

8 Jun 23

ROBERT H SCHOTTENSTEIN

30 May 23

Margot Lebenberg Carter

30 May 23

Financial summary

Financial statements Chart IBP financial data

Quarter (USD)	Jun 23	Mar 23	Dec 22	Sep 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q2 2023

IBP institutional ownership history Ownership history

90.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	251	251	–
Opened positions	43	60	-28.3%
Closed positions	43	30	+43.3%
Increased positions	89	89	–
Reduced positions	81	74	+9.5%

13F shares	Current	Prev Q	Change
Total value	3.19 tn	2.53 tn	+26.3%
Total shares	25.68 mm	25.23 mm	+1.8%
Total puts	62.10 k	16.50 k	+276.4%
Total calls	26.50 k	7.00 k	+278.6%
Total put/call ratio	2.3	2.4	-0.6%

Largest owners	Shares	Value	Change
BLK Blackrock	4.28 mm	$600.41 bn	-3.8%
Jeffrey W. Edwards	2.80 mm	$0.00	0.0%
Vanguard	2.70 mm	$378.19 bn	+5.2%
Bamco	1.01 mm	$141.67 bn	+22.8%
STT State Street	959.00 k	$134.41 bn	+3.7%
Findlay Park Partners	847.46 k	$118.78 bn	-4.3%
Dimensional Fund Advisors	761.73 k	$106.76 bn	+1.0%
Wasatch Advisors	586.64 k	$82.22 bn	-4.1%
Driehaus Capital Management	540.85 k	$75.81 bn	+67.4%
Geode Capital Management	491.60 k	$68.90 bn	+12.0%

Largest transactions	Shares	Bought/sold	Change
GS Goldman Sachs	0.00	-358.93 k	EXIT
T. Rowe Price Investment Management	298.67 k	+298.67 k	NEW
IVZ Invesco	371.41 k	+244.79 k	+193.3%
Driehaus Capital Management	540.85 k	+217.67 k	+67.4%
Bamco	1.01 mm	+187.57 k	+22.8%
Citadel Advisors	22.49 k	-185.11 k	-89.2%
BLK Blackrock	4.28 mm	-171.11 k	-3.8%
Vanguard	2.70 mm	+133.03 k	+5.2%
Balyasny Asset Management	90.94 k	+90.94 k	NEW
Cubist Systematic Strategies	0.00	-88.68 k	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

IBP insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
13 Sep 23	Jeffrey W. Edwards	Forward sale contract (potential obligation to sell) Common Stock	Other	Acquire J	Yes	No	0	450,000	0.00	450,000
17 Aug 23	Miller Michael Thomas	Common Stock, $0.01 par value per share	Gift	Dispose G	Yes	No	0	3,000	0.00	43,320
17 Aug 23	Jackson Janet E.	Common Stock, $0.01 par value per share	Gift	Dispose G	No	No	0	50	0.00	9,297
9 Aug 23	FRY Todd R	Common stock, $0.01 par value per share	Sell	Dispose S	No	No	155.28	500	77.64 k	5,443
9 Jun 23	Jeffrey W. Edwards	Common Stock, $0.01 par value per share	Sell	Dispose S	Yes	No	118.8177	2,112	250.94 k	2,677,819
9 Jun 23	Jeffrey W. Edwards	Common Stock, $0.01 par value per share	Sell	Dispose S	Yes	No	117.9582	28,379	3.35 mm	2,679,931
9 Jun 23	Jeffrey W. Edwards	Common Stock, $0.01 par value per share	Sell	Dispose S	Yes	No	116.6835	39,509	4.61 mm	2,708,310
8 Jun 23	Jeffrey W. Edwards	Common Stock, $0.01 par value per share	Sell	Dispose S	Yes	No	121.325	100	12.13 k	2,747,819
8 Jun 23	Jeffrey W. Edwards	Common Stock, $0.01 par value per share	Sell	Dispose S	Yes	No	120.8425	12,342	1.49 mm	2,747,919
8 Jun 23	Jeffrey W. Edwards	Common Stock, $0.01 par value per share	Sell	Dispose S	Yes	No	119.8064	17,111	2.05 mm	2,760,261