Perigon Wealth Management LLC Buys Shares of 5,558 Eagle Materials Inc $EXP
Perigon Wealth Management LLC has acquired 5,558 shares of Eagle Materials Inc (NYSE:EXP) valued at approximately $1.25 million during the second quarter. The construction company reported quarterly EPS of $3.29, missing analyst expectations, but revenue of $650.97 million exceeded forecasts and grew 2.6% year over year. Institutional investors collectively own 96.07% of the company, and analysts maintain a consensus "Hold" rating with an average price target of $222.56.
Compass Wealth Management LLC Acquires Shares of 7,788 Eagle Materials Inc $EXP
Compass Wealth Management LLC has acquired 7,788 shares of Eagle Materials Inc. (NYSE:EXP) during the second quarter, a stake valued at approximately $1.75 million. Other institutional investors have also made significant moves in Eagle Materials stock, collectively owning 96.07% of the company. Despite a generally cautious outlook from analysts, with a "Hold" consensus rating and an average price target of $222.56, Eagle Materials reported a 2.6% increase in quarterly revenue year-over-year.
13,576 Shares in Eagle Materials Inc $EXP Bought by GSA Capital Partners LLP
GSA Capital Partners LLP recently acquired a new stake of 13,576 shares in Eagle Materials Inc (NYSE:EXP), valued at approximately $3.055 million, during the second quarter. Other institutional investors also adjusted their holdings in the company, with notable increases from EverSource Wealth Advisors LLC, First Trust Advisors LP, and Jump Financial LLC. Despite these institutional movements, analysts have issued a consensus "Hold" rating for Eagle Materials, with an average price target of $222.56.
Eagle Materials Inc (NYSE:EXP) Given Average Rating of "Hold" by Brokerages
Eagle Materials Inc. (NYSE:EXP) has received an average "Hold" rating from ten brokerages, with nine analysts recommending a hold and one a buy. The average 12-month price target is $222.56, slightly above its current share price of $208.35. The company's recent quarterly earnings missed EPS estimates but exceeded revenue expectations, and institutional investors maintain a significant ownership stake.
Bank of America Corp DE Trims Stake in Eagle Materials Inc $EXP
Bank of America Corp DE reduced its stake in Eagle Materials Inc (NYSE:EXP) by 16.9% in the first quarter, selling 52,450 shares and retaining 257,612 shares valued at approximately $48.8 million. Other institutional investors also adjusted their holdings. Eagle Materials reported quarterly EPS of $3.29, missing analyst estimates, but revenue exceeded expectations and grew 2.6% year-over-year.
Royal Bank of Canada Sells 7,956 Shares of Eagle Materials Inc $EXP
Royal Bank of Canada reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 22.6% in the first quarter, selling 7,956 shares and now holding 27,213 shares valued at $5.16 million. Despite missing EPS estimates, Eagle Materials saw a 2.6% increase in revenue year-over-year, exceeding expectations. The company declared a quarterly dividend of $0.25 per share, and analysts maintain a consensus "Hold" rating with an average price target of $222.56.
Citigroup Lowers Eagle Materials (NYSE:EXP) Price Target to $232.00
Citigroup has lowered its price target for Eagle Materials (NYSE:EXP) to $232.00 from $240.00, while maintaining a "neutral" rating, indicating a potential upside of 10.17%. The construction company's latest quarterly results showed mixed performance with EPS missing estimates but revenue exceeding expectations. Other analysts also have a cautious stance, with an average "Hold" rating and a target price of $222.56 for the stock.
Technical Reactions to EXP Trends in Macro Strategies
This article analyzes technical reactions to Eagle Materials Inc (NYSE: EXP) trends, highlighting a strong near-term sentiment with a neutral mid and long-term outlook. It details specific institutional trading strategies, including position trading, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis. The report also points out an exceptional risk-reward setup targeting a 10.7% gain against 0.3% risk.
Eagle Materials (NYSE: EXP) director gifts 1,173 common shares
Eagle Materials (NYSE: EXP) director Mauro Gregorio reported a bona fide gift of 1,173 shares of common stock on August 5, 2026, at a price of $0.00 per share. Following this transaction, Gregorio directly holds 1,273 shares and indirectly holds 6,890 shares through a Family Trust. The transaction was not affirmed under a Rule 10b5-1 trading plan.
California State Teachers Retirement System Raises Stock Position in Eagle Materials Inc $EXP
The California State Teachers Retirement System significantly increased its stake in Eagle Materials Inc. (NYSE:EXP) by 23.7% in the first quarter, bringing its total holdings to 37,928 shares valued at approximately $7.2 million. Other institutional investors also adjusted their positions in the construction company. Eagle Materials reported mixed Q1 results with revenue exceeding estimates but EPS falling short, while analysts maintain a "Hold" rating with an average price target of $223.44.
Independent Director Of Eagle Materials Sold 44% Of Their Shares
An independent director at Eagle Materials Inc. (EXP), Margot Carter, recently sold 44% of her shares, netting US$1.1 million at an average price of US$205. This was the largest insider sale for the company in the past year and occurred below the current share price of US$216, which could be a discouraging sign for investors. Despite this, insiders still own 1.3% of the company, valued at US$83 million, indicating some alignment with shareholders.
Eagle Materials (NYSE: EXP) grants director 1,273 restricted shares
Eagle Materials (NYSE: EXP) director Gregorio Mauro was granted 1,273 restricted shares of common stock on July 30, 2026. These shares will have their restrictions lapse on July 30, 2027. Following this grant, Mauro directly holds 2,446 shares and indirectly holds 5,717 shares through a family trust.
How Softer Earnings and Stronger Shareholder Rights Will Impact Eagle Materials (EXP) Investors
Eagle Materials (EXP) recently reported softer first-quarter 2026 earnings, with net income declining despite slightly increased sales. Simultaneously, shareholders approved amendments to declassify the board and allow investors holding at least 25% of shares to call special meetings, significantly enhancing stockholder rights. This article examines how these softer earnings, combined with increased shareholder influence, might affect the company's investment narrative and future outlook.
Independent Director Of Eagle Materials Sold 44% Of Their Shares
Margot Carter, an Independent Director at Eagle Materials Inc. (NYSE:EXP), recently sold approximately US$1.1 million worth of shares at an average price of US$205, reducing her total holding by 44%. This sale, the largest insider sale observed in the last year, occurred below the current share price of US$216, which generally indicates a less positive outlook from insiders. Despite this, insiders still own 1.3% of the company's shares, valued at about US$83 million, suggesting some alignment with shareholders.
Eagle Materials Inc. Declares Quarterly Cash Dividend, Payable on October 13, 2026
Eagle Materials Inc. has declared a quarterly cash dividend of $0.25 per share. This dividend is payable on October 13, 2026, to stockholders of record as of September 14, 2026. The announcement was made by the company's Board of Directors.
Eagle Materials Inc Plans Quarterly Dividend of $0.25 (NYSE:EXP)
Eagle Materials Inc. (NYSE:EXP) announced a quarterly dividend of $0.25 per share, payable on October 13 to shareholders of record on September 14. This translates to an annualized dividend of $1.00 and a yield of approximately 0.5%, with a low payout ratio of 6.5%. The company recently reported Q1 EPS of $3.29, missing consensus estimates, but revenue of $650.97 million exceeded expectations.
Eagle Materials (NYSE: EXP) grants director options and restricted stock
Eagle Materials Inc. director Mary P. Ricciardello received 827 non-qualified stock options with an exercise price of $205.48 per share, exercisable from July 30, 2027, and expiring on July 30, 2036. She was also granted 955 shares of restricted stock, which will vest on July 30, 2027. Following these transactions, Ricciardello directly holds 10,932 common shares and 827 stock options.
Eagle Materials (NYSE: EXP) awards 1,273 restricted shares to director Damiris
Eagle Materials (NYSE: EXP) director George John Damiris was granted 1,273 shares of restricted common stock on July 30, 2026. This transaction increased his direct holdings to 10,389 common shares. The restrictions on these shares will lapse on July 30, 2027.
How Softer Earnings and Stronger Shareholder Rights Will Impact Eagle Materials (EXP) Investors
Eagle Materials (EXP) recently reported softer Q1 2026 earnings with net income declining to US$102.13 million despite a slight sales increase to US$650.97 million. Concurrently, shareholders approved enhanced rights, including board declassification and the ability for 25% shareholders to call special meetings. These developments highlight the company's challenges with margin pressure and cost volatility, prompting a re-evaluation of its investment narrative amidst its reliance on cyclical construction spending.
Eagle Materials Inc (EXP) grants director stock options and restricted shares
Eagle Materials Inc. director Michael R. Nicolais was granted 1,341 non-qualified stock options and 1,549 shares of restricted common stock on July 30, 2026. The stock options are exercisable at $205.48 per share from July 30, 2027, to July 30, 2036, while the restrictions on the common stock lapse on July 30, 2027. Following these grants, Nicolais directly owns 54,411 common shares, in addition to indirect holdings through various plans.
Eagle Materials Keeps Quarterly Dividend at $0.25 a Share, Payable Oct. 13 to Stockholders of Record Sept. 14
Eagle Materials Inc. announced that it is maintaining its quarterly dividend at $0.25 per share. This dividend will be payable on October 13 to stockholders who are on record as of September 14. The announcement was made on August 3, 2026.
Eagle Materials Inc (NYSE: EXP) awards director 1,400 restricted shares
Eagle Materials Inc. (NYSE: EXP) director Richard Beckwitt was awarded 1,400 restricted shares of common stock on July 30, 2026, with restrictions set to lapse on July 30, 2027. This grant, valued at $0.00 per share, increases his direct holdings to 26,801 shares. The transaction was reported in a Form 4 filing, providing details on the grant and Beckwitt's updated ownership.
5,701 Shares in Eagle Materials Inc $EXP Bought by Redwood Investment Management LLC
Redwood Investment Management LLC acquired 5,701 shares of Eagle Materials Inc (NYSE:EXP) during the first quarter, a stake valued at approximately $1.08 million. Institutional investors now own 96.07% of the company's stock, despite analysts maintaining a "Hold" consensus rating with an average price target of $223.44. Eagle Materials reported revenue of $650.97 million, surpassing estimates, but its earnings per share of $3.29 missed consensus forecasts.
Here's What Analysts Are Forecasting For Eagle Materials Inc. (NYSE:EXP) After Its First-Quarter Results
Eagle Materials Inc. saw its shares fall 4.0% after its first-quarter results, despite revenues beating expectations. Analysts have largely reconfirmed their previous forecasts for 2027, expecting revenues of US$2.35 billion and earnings per share of US$12.75, showing no major change in sentiment. The company's revenue growth is anticipated to slow compared to historical rates and the wider industry.
Here's What Analysts Are Forecasting For Eagle Materials Inc. (NYSE:EXP) After Its First-Quarter Results
Eagle Materials Inc. shares fell 4.0% after its latest quarterly results, with revenues beating expectations but statutory earnings falling short. Analysts have reconfirmed their revenue and earnings per share estimates for 2027, projecting revenues of US$2.35b and EPS of US$12.75, with no major changes in their price target of US$227 despite the mixed results. The company's revenue growth is expected to slow compared to historical rates and the industry average.
Eagle Materials Inc $EXP Shares Purchased by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC significantly increased its stake in Eagle Materials Inc (EXP) by 32.4% in the first quarter, now holding 236,441 shares valued at approximately $44.8 million. Institutional investors collectively own 96.07% of the stock. Despite this, analyst sentiment remains cautious with a consensus "Hold" rating and an average price target of $223.44, following mixed Q1 results where EPS missed estimates but revenue exceeded expectations.
Eagle Materials (EXP) insider-related Form 144 details potential stock sales
A recent Form 144 filing indicates potential stock sales by an insider at Eagle Materials (EXP) through Merrill Lynch. The filing details two blocks of common stock, totaling 1,039 shares, acquired via restricted share vesting, with proposed sale dates of August 3 and August 4, 2026. These sales are described as compensatory payments, signaling an intention to sell vested shares in compliance with Rule 144.
Eagle Materials (NYSE: EXP) declassifies board, adds 25% special meeting right
Eagle Materials Inc. stockholders approved significant governance changes at their annual meeting on July 30, 2026. These changes include declassifying the Board of Directors and granting stockholders the right to call special meetings with a 25% ownership threshold. The company filed the necessary amendments to its Restated Certificate of Incorporation and Bylaws to reflect these changes.
First Trust Advisors LP Boosts Stake in Eagle Materials Inc $EXP
First Trust Advisors LP increased its stake in Eagle Materials Inc. (NYSE:EXP) by 8.8% in Q1, bringing its total holdings to 61,389 shares valued at $11.6 million. Despite record quarterly revenue of $651.0 million, the company reported a 13% drop in EPS to $3.29, missing consensus estimates. Analysts currently have a consensus "Hold" rating for EXP with an average target price of $223.44.
Eagle Materials (EXP) Faces A 49% Fair Value Gap As Mixed Earnings Land
Eagle Materials (EXP) recently reported mixed first-quarter earnings with higher sales but lower profit, yet its share price has shown resilience. While one valuation model suggests a fair value of $223.56, indicating it is undervalued, another Discounted Cash Flow model projects a significantly higher fair value of $441.18. Investors are left to decide whether the market is overlooking long-term cash generation or if the cash flow inputs are overly optimistic, with ongoing modernization projects expected to improve future margins and cash flow.
Eagle Materials Inc (EXP) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Eagle Materials Inc (EXP), noting its current valuation score of 9.32, which ranks it 3rd out of 15 in the Construction Materials industry. It highlights the company's current P/E ratio of 15.86, showing its position relative to recent highs and lows. The analysis also indicates that P/B, P/S, and P/CF data have not yet been disclosed by the company.
Eagle Materials (EXP) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Eagle Materials (EXP) reported Q1 2026 revenue of $650.97 million and EPS of $3.29, surpassing Zacks Consensus Estimates. The article details key segment operating earnings, noting varied performance across heavy materials, recycled paperboard, and gypsum wallboard. Despite meeting or exceeding some estimates, the stock has seen a -1.3% return over the past month and holds a Zacks Rank #4 (Sell).
Eagle Materials Inc. Revenue Breakdown – DUS:E5M
Eagle Materials Inc. (DUS:E5M) generated 2.00 billion EUR in revenue last year, with its Cement segment being the top performer at 990.19 million EUR. The vast majority of its revenue, 2.00 billion EUR, came from the United States. This article provides a breakdown of the company's financial performance by segments and geography.
Eagle Materials (NYSE: EXP) Q1 FY27 revenue edges higher as profit declines
Eagle Materials reported a 3% increase in Q1 FY27 revenue to $651.0 million, reaching a record, while net earnings decreased 17% to $102.1 million, and diluted EPS fell 13% to $3.29. Heavy Materials revenue rose 8% due to higher cement sales volume, but operating earnings declined due to increased costs, including an unexpected equipment failure. Light Materials revenue dropped 5% as gypsum wallboard volume and prices decreased, though the company repurchased $84 million in shares and maintained a net debt to Adjusted EBITDA ratio of 2.1x.
Eagle Materials: Fiscal Q1 Earnings Snapshot
This article provides an earnings snapshot for Eagle Materials' fiscal Q1. Unfortunately, the content provided is incomplete and does not contain any specific financial details or further information beyond the headline.
Dimensional Fund Advisors LP Grows Stake in Eagle Materials Inc $EXP
Dimensional Fund Advisors LP increased its stake in Eagle Materials Inc. (NYSE:EXP) by 2.7% in the first quarter, now owning 627,427 shares valued at $118.85 million. Other institutional investors also adjusted their positions, with 96.07% of the stock held by institutions. Analysts currently rate Eagle Materials as a "Hold" with an average price target of $226.00, and the company recently reported strong quarterly earnings, beating analyst estimates.
Eagle Materials Inc (EXP) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Eagle Materials Inc (EXP), highlighting its current risk score of 7.87, which ranks it 5th out of 15 in the Construction Materials industry. Key metrics such as beta value (1.38), indicating higher volatility than the S&P 500, maximum drawdown, and various volatility measures are presented. The analysis also briefly mentions the neutral state of the U.S. Dollar Index's effect on the domestic-focused construction materials industry.
Eagle Materials Reports First Quarter Results
Eagle Materials Inc. reported record revenue of $651.0 million for the first quarter of fiscal 2027, an increase of 3%, despite a 17% decrease in net earnings to $102.1 million. The company's Heavy Materials segment saw increased revenue due to higher cement sales volume, while the Light Materials segment experienced a slight decline. Eagle Materials continued its capital allocation strategy by repurchasing $84 million worth of common stock and maintaining financial flexibility.
Eagle Materials earnings up next: Can cement offset wallboard? By Investing.com
Eagle Materials is set to report its fourth-quarter fiscal 2026 results, with analysts focused on whether the strong performance of its cement and aggregates business can counteract ongoing weakness in its gypsum wallboard segment. While demand for cement is robust due to infrastructure and data center projects, the housing-exposed wallboard business faces headwinds from high mortgage rates. Investors will be seeking management's outlook on wallboard market stabilization and the company's ability to maintain margins despite declining revenue.
Eagle Materials Inc (EXP) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Eagle Materials Inc (EXP), focusing on its stock price momentum, support and resistance levels, and various technical indicators. The current price momentum score is 3.72, and the stock is trading between a resistance level of 234.53 and a support level of 198.32. While most individual indicators show neutral or overbought signals, the moving averages (MA5 to MA200) all indicate a buy signal for EXP.
Eagle Materials (NYSE: EXP) SVP settles 416 RSUs, 102 shares withheld
Sam Guzman, Senior Vice President of Eagle Materials (NYSE: EXP), settled 416 restricted stock units (RSUs) into common shares on July 23, 2026. The shares were valued at $203.37 each, and 102 shares were withheld for tax obligations. Following this transaction, Guzman retains 831.68 RSUs from an original grant of 1,242 units, which will continue to vest in annual installments until July 23, 2028.
Sei Investments Co. Increases Holdings in Eagle Materials Inc $EXP
Sei Investments Co. increased its stake in Eagle Materials Inc. (NYSE:EXP) by 3.2% in the first quarter, now holding 196,109 shares valued at $37.15 million. This comes as Eagle Materials exceeded quarterly earnings and revenue expectations. Despite this, analysts maintain a consensus "Hold" rating with an average price target of $226.00 and the company declared a quarterly dividend of $0.25.
California Public Employees Retirement System Trims Holdings in Eagle Materials Inc $EXP
The California Public Employees Retirement System significantly reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 29.7% in the first quarter, selling 18,784 shares and holding 44,388 shares valued at $8.409 million. Despite this trimming, other institutional investors increased their holdings, and analysts maintain a "Hold" rating with an average target price of $226.00 for the construction company. Eagle Materials recently announced a quarterly dividend and reported strong earnings that beat analyst estimates.
Is Diverging Cement and Wallboard Demand Altering The Investment Case For Eagle Materials (EXP)?
Eagle Materials (EXP) is experiencing a divergence in demand for its core products: its cement and aggregates segment grew 10% due to infrastructure and data center demand, while its gypsum wallboard segment declined 9% amid a softer housing market. This split, along with management's comments on demand uncertainty, highlights the challenge of balancing infrastructure-driven strength with housing-linked weakness. The company continues share repurchases and stable dividends while analysts project revenue growth and a fair value of $223.56 by 2029.
Walleye Capital LLC Decreases Stock Position in Eagle Materials Inc $EXP
Walleye Capital LLC significantly reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 59.2% in the first quarter of 2026, selling 8,327 shares and retaining 5,744 shares valued at $1.09 million. Despite this cut, other institutional investors have mostly increased their holdings in the construction materials company. Analysts generally hold a "Hold" rating for Eagle Materials, with an average price target of $226.00, while the company itself recently reported better-than-expected earnings and paid a quarterly dividend.
Eagle Materials Inc Revenue Breakdown – NYSE:EXP
This article provides a brief overview of Eagle Materials Inc.'s (NYSE: EXP) revenue breakdown. Last year, the company generated $2.31 billion USD, with its Cement segment being the top performer contributing $1.14 billion USD. The United States was the largest geographical contributor, accounting for $2.31 billion USD of the total revenue.
Epoch Investment Partners Inc. Sells 41,725 Shares of Eagle Materials Inc $EXP
Epoch Investment Partners Inc. reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 10.8% in Q1 2026, selling 41,725 shares and retaining 345,550 shares valued at $65.5 million. This follows other institutional investors modifying their positions in EXP. The company recently reported better-than-expected Q1 earnings with an EPS of $1.91 and revenue of $479.1 million, and maintains a consensus "Hold" rating from analysts with an average price target of $226.00.
Bank of New York Mellon Corp Sells 121,621 Shares of Eagle Materials Inc $EXP
Bank of New York Mellon Corp reduced its stake in Eagle Materials Inc (NYSE:EXP) by 33.3% in the first quarter, selling 121,621 shares. Other institutional investors have also adjusted their holdings in the construction company. Eagle Materials recently reported strong quarterly earnings, surpassing analyst estimates, and announced a quarterly dividend of $0.25.
Eagle Materials Inc (EXP) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Eagle Materials Inc (EXP), highlighting its current earnings forecast score of 6.00, which ranks 13 out of 15 in the Construction Materials industry. It details analyst ratings, price targets, and a peer comparison, alongside expected revenue and EPS for upcoming quarters. The consensus among analysts is a "Hold" rating for EXP stock.
Eagle Materials Inc (E5M) Q2 2025 Earnings Report - Results, Call & Slides
Eagle Materials (E5M) reported its Q2 2025 earnings, missing both EPS and revenue expectations. The company posted an actual EPS of €3.79 against a consensus of €4.10, and actual revenue of €547.73M compared to an expected €572.18M, representing a slight year-over-year revenue growth of 0.22%. The earnings call for this quarter is scheduled for October 29, 2024, before market open.