Installed Building Products, Inc. (IBP)

In the past six months, IBP's stock has trended upwards, increasing by 51.04%. The company reported strong third-quarter earnings, beating analyst estimates. Key events include earnings reports with strong results, dividend declarations and share repurchases including a new stock repurchase program of up to $500 million, and a US$500 million fixed-rate senior unsecured notes offering. Analyst ratings are mixed, with a consensus "Hold" rating. There have been some insider sales, and the stock's rise in early January 2026 was attributed to sector rotation.

Demand for insulation and related building products exhibits seasonality. Spring and fall are generally considered the optimal times for insulation installation due to mild temperatures. Installing insulation during the peak of summer or the depths of winter can present challenges. However, insulation is effective year-round in regulating indoor temperatures and improving energy efficiency.

Installed Building Products, Inc. (IBP) is a leading insulation installer in the United States, primarily serving the residential new construction market, with additional operations in the repair and remodel and commercial construction end markets. The company operates within the Building Products, Construction, and Engineering sectors, with operations in Distribution and Manufacturing. IBP installs fiberglass, spray foam, and cellulose insulation, along with other building products such as waterproofing, fire-stopping, garage doors, and more. The majority of IBP's revenue comes from its installation segment.

IBP has a broad geographic footprint throughout the United States, operating in all 48 continental states and the District of Columbia. The company has a national network of over 250 branch locations and employs more than 10,000 individuals.

Installed Building Products maintains a positive brand reputation, supported by its commitment to ESG initiatives. The company published its 2025 ESG Report, highlighting efforts to reduce its environmental footprint and champion biodiversity. IBP emphasizes employee well-being and safety, reporting zero fatalities. The company's growth and strong market presence as the second-largest insulation installer in the U.S. residential new construction market further contribute to its positive reputation.

Installed Building Products, Inc. has a predominantly institutional ownership structure, with institutions and hedge funds holding approximately 84.22% to 99.61% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. The company's founder, Jeff Edwards, remains a significant individual shareholder.