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IBP: Share Repurchases And Earnings Outlook Will Influence Fair Value Ahead

Update shared on 27 Nov 2025

Fair value Increased 2.01%
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AnalystConsensusTarget's Fair Value
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1Y
37.4%
7D
0.3%

Analysts have modestly increased their price target for Installed Building Products from $243.33 to $248.23. This reflects anticipated improvements in revenue growth and profit margins.

What's in the News

  • Between July 1, 2025 and September 30, 2025, Installed Building Products repurchased 200,000 shares, representing 0.74 percent of outstanding shares, for a total of $51.48 million (Key Developments).
  • The company has now completed the repurchase of 700,000 shares, totaling 2.55 percent of its shares, for $134.93 million under the buyback announced on February 27, 2025 (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly, increasing from $243.33 to $248.23 per share.
  • Discount Rate has edged up marginally, moving from 8.77 percent to 8.78 percent.
  • Revenue Growth expectations have improved, rising from 2.65 percent to 2.88 percent.
  • Net Profit Margin estimates have increased, going from 8.13 percent to 8.84 percent.
  • Future P/E ratio projection has fallen modestly, shifting from 28.72x to 27.91x.

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Disclaimer

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