JPMorgan Chase & Co. Has $435.61 Million Holdings in Eagle Materials Inc $EXP
JPMorgan Chase & Co. reduced its stake in Eagle Materials Inc (NYSE:EXP) by 7.9% in the third quarter, now holding 1,869,244 shares valued at approximately $435.61 million. This comes as Eagle Materials missed its quarterly EPS and revenue estimates, though it declared a $0.25 quarterly dividend. Analysts currently have a consensus "Hold" rating on the stock with an average price target of $230.40.
Glass Fiber Reinforced Gypsum Market Set for Explosive Growth
The global Glass Fiber Reinforced Gypsum (GFRG) market, valued at US$ 2.39 billion in 2024, is projected to reach US$ 15.72 billion by 2033, demonstrating a robust CAGR of 7.2%. This growth is fueled by increasing demand from construction and interior design sectors, driven by GFRG's lightweight, fire-resistant, acoustic, and aesthetic properties. Asia Pacific is expected to lead with 43.86% market share, supported by major players like Knauf Danoline A/S, Eagle Materials, and USG Corporation.
Eagle Materials (NYSE:EXP) Earns "Underweight" Rating from JPMorgan Chase & Co.
JPMorgan Chase & Co. has reissued an "underweight" rating for Eagle Materials (NYSE:EXP) and lowered its price target from $230.00 to $215.00, suggesting a potential 8.5% downside. This comes after Eagle Materials missed Q4 earnings per share estimates, reporting $3.22 versus an estimated $3.32, with a slight year-over-year revenue decrease. The consensus rating for the construction company among analysts is "Hold" with a target price of $230.40, indicating mixed but cautious sentiment.
Assessing Eagle Materials: Insights From 8 Financial Analysts
Eight financial analysts have recently evaluated Eagle Materials (NYSE: EXP), providing a range of opinions from bullish to somewhat bearish. The average 12-month price target is $227.12, representing a 6.04% decline from the previous average. The company faces challenges with declining revenue, but exhibits strong profitability with high net margin, return on equity, and return on assets, though its debt-to-equity ratio remains high.
Eagle Materials Inc $EXP Shares Bought by Bastion Asset Management Inc.
Bastion Asset Management Inc. significantly increased its stake in Eagle Materials Inc. (NYSE:EXP) by 62.6% in the third quarter of 2025, owning 27,649 shares valued at $6.44 million. Other institutional investors like Norges Bank, American Century Companies, and Bank of New York Mellon also boosted their holdings, bringing total institutional ownership to about 96.07%. Despite a recent earnings per share miss and a "Hold" consensus rating from analysts, the company declared a quarterly dividend of $0.25 per share.
JPMorgan has released its latest research report, directly downgrading the investment rating of building materials company Eagle Materials Inc (EXP) from "Neutral" to "Underweight."
JPMorgan downgraded its investment rating for Eagle Materials Inc (EXP) from "Neutral" to "Underweight" and lowered its target price from $230 to $215. This reflects a cautious outlook on the building materials company's short-term prospects.
How Dividend Hike, Buybacks and New Institutional Stake At Eagle Materials (EXP) Has Changed Its Investment Story
Eagle Materials (EXP) has declared a quarterly cash dividend of $0.25 per share and recently saw Black Creek Investment Management Inc. acquire a significant stake. This, combined with strong cement and aggregates volume growth, highlights the company's commitment to capital deployment for operations and shareholder returns. The article suggests these factors, alongside disciplined balance sheet management, will influence the company's investment narrative, although near-term performance remains tied to U.S. construction cycles and wallboard demand.
JPMorgan has released its latest research report, directly downgrading the investment rating of building materials company Eagle Materials Inc (EXP) from "Neutral" to "Underweight."
JPMorgan has downgraded Eagle Materials Inc (EXP) from "Neutral" to "Underweight" in its latest research report. The bank also lowered its target price for EXP from $230 to $215, indicating a cautious near-term outlook for the company.
Eagle Materials' (NYSE:EXP) 14% CAGR Outpaced the Company's Earnings Growth Over the Same Five-year Period
Over the past five years, Eagle Materials Inc. (NYSE:EXP) has seen its share price grow by 87%, outperforming the broader market. While the company's compound annual growth rate (CAGR) of 14% for its share price bested its 11% annual EPS growth, indicating stable market sentiment, its total shareholder return (TSR) of 93% over the same period, significantly higher than its share price return, was primarily driven by dividend payments. Despite a recent tough year, long-term fundamentals suggest potential for continued growth.
Bear of the Day: Eagle Materials Inc. (EXP)
Eagle Materials Inc. (EXP) has been designated as "Bear of the Day" due to a Zacks Rank #5 (Strong Sell) following its Q3 fiscal 2026 results and subsequent downward earnings revisions. The company, a major U.S. manufacturer of construction materials, faces near-term headwinds from a challenging residential construction market despite a generally strong long-term outlook tied to U.S. infrastructure spending. Investors are advised to exercise caution in the short term until more positive guidance emerges, though its long-term potential remains notable.
8,478 Shares in Eagle Materials Inc $EXP Bought by Madison Asset Management LLC
Madison Asset Management LLC has acquired a new stake of 8,478 shares in Eagle Materials Inc (NYSE:EXP) during the third quarter, valued at approximately $1.98 million. This move is part of broader institutional interest, with several other large investors also adjusting their holdings in the construction company. Analysts currently rate Eagle Materials with a consensus "Hold" and a target price of $231.90, despite the company recently missing its quarterly earnings estimates.
Eagle Materials Inc (NYSE:EXP) Declares $0.25 Quarterly Dividend
Eagle Materials Inc (NYSE:EXP) has declared a quarterly dividend of $0.25 per share, payable on April 13, 2026, to shareholders of record by March 16, 2026. This translates to an annualized dividend of $1.00 and a yield of approximately 0.4%. The company's dividend payout ratio is currently around 6.5%, with analysts forecasting a future payout ratio of about 6.3%, indicating the dividend is well-covered by earnings.
Skylands Capital LLC Sells 7,140 Shares of Eagle Materials Inc $EXP
Skylands Capital LLC reduced its stake in Eagle Materials Inc (NYSE:EXP) by 15% in the third quarter, selling 7,140 shares, though the company remains a significant holding. Other institutional investors like Principal Financial Group Inc. and Bank of New York Mellon Corp increased their positions in EXP. Despite Eagle Materials missing quarterly EPS estimates and having a "Hold" consensus rating from analysts, the stock saw a 1.4% increase, and the company announced a quarterly dividend.
Eagle Materials Keeps Quarterly Dividend at $0.25 a Share, Payable April 13 to Holders of Record March 16
Eagle Materials Inc. has announced that it will maintain its quarterly dividend at $0.25 per share. The dividend is scheduled to be paid on April 13, 2026, to shareholders who are of record as of March 16, 2026. This news was published on February 10, 2026.
Eagle Materials declares quarterly cash dividend of $0.25 per share
Eagle Materials Inc. (NYSE:EXP) announced a quarterly cash dividend of $0.25 per share, payable on April 13, 2026, to stockholders of record on March 16, 2026. This dividend reflects a 0.44% yield and continues the company's 22-year streak of dividend payments. Despite solid financials, including a current ratio of 4.27, the company recently missed Q3 2026 earnings and revenue estimates.
Eagle Materials Declares Quarterly Dividend
Eagle Materials Inc. (NYSE: EXP) has announced a quarterly cash dividend of $0.25 per share. This dividend is payable on April 13, 2026, to shareholders recorded as of the close of business on March 16, 2026. Eagle Materials is a leading U.S. manufacturer of heavy construction products and light building materials.
Cement maker Eagle Materials to pay $0.25 a share in April dividend
Eagle Materials Inc. (NYSE: EXP) has announced a quarterly cash dividend of $0.25 per share. This dividend is payable on April 13, 2026, to shareholders recorded as of the close of business on March 16, 2026. Eagle Materials is a leading U.S. manufacturer of heavy construction products and light building materials.
Eagle Materials Declares Quarterly Dividend
Eagle Materials Inc. (NYSE: EXP) announced that its Board of Directors has declared a quarterly cash dividend of $0.25 per share. This dividend is payable on April 13, 2026, to stockholders of record as of March 16, 2026. The company is a leading U.S. manufacturer of heavy construction products and light building materials, including Portland Cement and Gypsum Wallboard.
Thrivent Financial for Lutherans Decreases Stock Holdings in Eagle Materials Inc $EXP
Thrivent Financial for Lutherans significantly reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 64.5% during the third quarter, selling 20,706 shares and retaining 11,388 shares valued at approximately $2.65 million. Despite other institutional investors increasing their holdings, Wall Street analysts maintain a "Hold" consensus for EXP, with an average target price of $231.90. The company recently missed Q3 earnings per share and revenue estimates, with shares currently trading near $227.
Taiwan Semiconductor and Eagle Materials have been highlighted as Zacks Bull and Bear of the Day
Zacks Equity Research has identified Taiwan Semiconductor Manufacturing Co. (TSM) as its Bull of the Day due to its dominant position in advanced chip manufacturing, critical role in AI innovation, strong growth outlook, and strategic expansion plans outside Taiwan. Conversely, Eagle Materials Inc. (EXP) is named the Bear of the Day due to a faded earnings outlook, recent downward revisions, and near-term headwinds in the construction market, despite its long-term potential. The article also touches on BigBear.ai Holdings, Inc. (BBAI) and Palantir Technologies Inc. (PLTR) in the AI defense sector.
Bear of the Day: Eagle Materials Inc. (EXP)
Eagle Materials Inc. (EXP) has been designated as a Zacks Rank #5 (Strong Sell) due to a continued negative earnings revision trend, exacerbated by recent Q3 fiscal 2026 results. The company, a major producer of heavy construction products and light building materials, is facing near-term headwinds including a challenging residential construction market and slowing sales growth. While its long-term outlook remains strong given its exposure to infrastructure spending, investors are advised to exercise caution in the short term.
John G Ullman & Associates Inc. Purchases 8,725 Shares of Eagle Materials Inc $EXP
John G Ullman & Associates Inc. increased its stake in Eagle Materials Inc. (NYSE:EXP) by 55.3% during the third quarter, acquiring an additional 8,725 shares to own a total of 24,500 shares valued at $5.71 million. Other institutional investors also adjusted their positions in the construction company. Analysts currently rate Eagle Materials with a "Hold" consensus and a price target of $231.90.
Eagle Materials: Heavy Materials Strength Offsets Wallboard Weakness (NYSE:EXP)
Eagle Materials Inc. (EXP) reported flat Q3 ’26 revenue and missed EPS, with its heavy materials segment performing strongly due to infrastructure and nonresidential demand, while wallboard sales experienced weakness and pricing pressure. The company maintains a solid financial position with low leverage and active share buybacks but is directing elevated capital expenditures towards growth projects. EXP appears fairly valued at its current multiples, with limited immediate upside.
Are Eagle Materials' (EXP) Ongoing Buybacks Offsetting Softer EPS Or Masking Deeper Profit Pressures?
Eagle Materials (EXP) reported softer Q3 2025 earnings per share despite stable sales, while continuing its significant share repurchase program. The company bought back 648,000 shares for US$142.6 million, aiming to support per-share metrics amidst modest profit growth. Investors are evaluating the impact of these buybacks on the company's investment narrative, considering stable dividends, high debt, and exposure to construction cycles.
Strs Ohio Reduces Position in Eagle Materials Inc $EXP
Strs Ohio significantly reduced its stake in Eagle Materials Inc (EXP) by 87.2% in the third quarter, selling 5,233 shares and retaining 768 shares valued at $179,000. Despite this, other institutional investors increased their holdings. Eagle Materials reported mixed quarterly results, missing EPS estimates while revenue was slightly down year-over-year, and analysts generally maintain a "Hold" rating with an average target price of $231.90.
Earnings call transcript: Eagle Materials Q3 2026 misses EPS forecast, stock dips
Eagle Materials (EXP) reported its Q3 fiscal year 2026 earnings, missing both EPS and revenue forecasts with an EPS of $3.22 against an expected $3.49 and revenue of $556 million compared to a $557.85 million forecast. The stock initially dropped but showed signs of recovery in aftermarket trading. Despite challenges in residential construction and a decline in wallboard shipments, the company saw increased sales volumes in cement and aggregates and improved operational cash flow.
Eagle Materials (NYSE:EXP) Price Target Lowered to $224.00 at Citigroup
Citigroup has lowered its price target for Eagle Materials (NYSE:EXP) to $224.00 from $232.00, maintaining a "neutral" rating, with other analysts also revising targets downwards. The construction company recently reported quarterly earnings of $3.22 per share, missing consensus estimates, and saw a slight year-over-year revenue decline. Despite this, insiders and institutional investors have shown buying interest, although the stock currently holds a consensus "Hold" rating with an average target price of $231.90.
Earnings call transcript: Eagle Materials Q3 2026 misses EPS forecast, stock dips
Eagle Materials (NASDAQ:EXP) reported its Q3 fiscal year 2026 earnings, missing EPS and revenue forecasts. The company posted an EPS of $3.22 (vs. $3.49 expected) and revenue of $556 million (vs. $557.85 million expected), leading to an initial 6.47% stock drop, followed by an aftermarket recovery. Despite challenges in residential construction and a decline in wallboard shipments, cement and aggregate sales volumes increased, and the company highlighted strategic investments and improved operational cash flow.
Earnings call transcript: Eagle Materials Q3 2026 misses EPS forecast, stock dips
Eagle Materials (NASDAQ:EXP) reported its Q3 2026 earnings, missing EPS and revenue forecasts. The company posted an EPS of $3.22 (forecast $3.49) and revenue of $556 million (forecast $557.85 million), leading to a 6.47% stock drop in pre-market trading, though it partially rebounded. Despite strong cement and aggregate sales, wallboard shipments declined, reflecting challenges in residential construction; however, operational cash flow improved by 5%.
Analysts Are Updating Their Eagle Materials Inc. (NYSE:EXP) Estimates After Its Third-Quarter Results
Eagle Materials Inc. (NYSE:EXP) recently released its third-quarter results, showing revenues in line with expectations but statutory earnings per share missing estimates. Following these results, analysts have slightly downgraded their EPS forecasts for 2027, although the consensus price target of US$228 remains unchanged. The company's revenue growth is expected to slow significantly compared to its historical performance and the wider industry.
Eagle Materials Expands Aggregates Footprint While Leaning On Pricing And Buybacks
Eagle Materials has expanded its aggregates business with the acquisition of Bullskin Stone and Lime, while also focusing on sustainability and announcing price increases for 2025. Despite a quarter with flat sales and lower net income, the company continues its share repurchase program, indicating a strategy to boost future earnings through expansion, pricing power, and efficiency amidst ongoing market challenges. Investors are advised to monitor the integration of the new acquisition, customer response to price changes, and the impact of sustainability efforts on efficiency.
Eagle Materials (NYSE:EXP) Downgraded by Wall Street Zen to Sell
Wall Street Zen has downgraded Eagle Materials (NYSE:EXP) from a "hold" to a "sell" rating, despite a consensus "Hold" rating among other analysts with an average target price of $234.20. The company recently missed quarterly EPS and revenue expectations, reporting $3.22 EPS against an estimated $3.32, and nearly flat revenue of around $556 million, attributed partly to residential construction weakness. However, Eagle Materials demonstrated strong profitability metrics, including adjusted EBITDA of $190.1 million, a net margin of 18.7%, and an ROE near 29%, with significant institutional ownership and a recent insider stock purchase.
Eagle Materials Inc. (NYSE:EXP) Q3 2026 Earnings Call Transcript
Eagle Materials Inc. reported its Q3 fiscal year 2026 earnings, missing EPS expectations at $3.22 against an anticipated $3.32. Despite mixed construction environments, revenue reached $556 million, and the company highlighted strong performance in its Heavy Materials sector, driven by increased cement and aggregates sales volumes, while Light Materials saw a decrease due to lower wallboard sales. The company emphasized its strategic focus on operational efficiency, cost control, ongoing capital projects, and maintaining a strong balance sheet, including significant share repurchases and dividend payouts.
Eagle Materials reports solid 3QFY26 performance
Eagle Materials Inc. reported solid financial results for the third quarter of fiscal 2026, despite a mixed construction market. The company saw growth in its heavy materials segment, driven by strong demand in infrastructure and non-residential construction, with cement sales volumes up by nine percent and aggregates volumes increasing by 34 percent. Conversely, the light materials segment faced headwinds due to softer residential construction. Eagle Materials also strengthened its balance sheet and invested in plant modernization.
Eagle Materials reports third quarter results
Eagle Materials Inc. announced strong third-quarter fiscal 2026 results with revenue of US$556 million and net earnings of US$102.9 million, driven by robust demand for heavy construction products despite a mixed construction environment. The company strengthened its financial position by issuing US$750 million in senior notes and increased shareholder returns through dividends and share repurchases. Eagle Materials is also investing in modernizing its Laramie Cement plant and Duke Gypsum Wallboard plant to enhance efficiency and expand production capabilities.
EAGLE MATERIALS INC SEC 10-Q Report
Eagle Materials Inc. has published its Q3 fiscal year 2025 Form 10-Q report, revealing a slight decrease in revenue to $555.96 million and a 14% drop in net earnings to $102.90 million due to lower gypsum wallboard sales and higher operating costs. Despite challenges in residential construction, the company saw growth in its Heavy Materials Sector, driven by increased cement, concrete, and aggregates sales volumes, particularly from infrastructure projects and a new acquisition. Future outlook for cement demand remains favorable, supported by government infrastructure spending, while cost management is a key focus.
Eagle Materials (NYSE:EXP) Announces Earnings Results
Eagle Materials (NYSE:EXP) reported Q3 earnings per share of $3.22, missing analyst estimates of $3.39, with revenue of $555.96 million. The company's revenue was down 0.4% year-over-year, and EPS saw a 10% decline driven by lower wallboard volumes. Despite underperformance in light materials, heavy materials like cement and aggregate showed strong growth, and management announced cement price increases for early 2026 and robust capital allocation plans.
Earnings call transcript: Eagle Materials reports Q3 2026 earnings miss
Eagle Materials (NASDAQ:EXP) reported a miss on both EPS and revenue for Q3 fiscal year 2026, leading to a 3.86% drop in pre-market trading. The company's EPS was $3.22 against a forecast of $3.49, and revenue reached $556 million, slightly below the anticipated $557.85 million. Despite challenges in wallboard sales, the company saw strength in its cement and aggregate segments and announced plans for cement price increases while maintaining a strong balance sheet.
Eagle Materials falls short of Q3 forecasts as residential weakness weighs
Eagle Materials (EXP) reported Q3 fiscal 2024 earnings that missed analyst expectations, with diluted EPS of $2.79 against an anticipated $3.00, and revenue of $475.2 million versus a forecast of $520.1 million. The company attributed the shortfall to weaker-than-expected residential construction activity. Despite the miss, Eagle Materials highlighted a 17% increase in cash flow from operations to $361 million year-to-date and raised its quarterly dividend by 10%.
EAGLE MATERIALS INC (NYSE:EXP) Q3 Earnings Miss Estimates Despite Strong Heavy Materials Performance
Eagle Materials Inc. (NYSE:EXP) reported Q3 fiscal 2026 earnings that missed analyst expectations, with EPS of $3.22 against an estimate of $3.49 and revenue slightly below consensus. Despite the overall miss, the Heavy Materials sector showed strong performance with an 11% revenue increase, while the Light Materials sector faced significant headwinds. The company's stock saw a modest pre-market gain, suggesting investors focused on strong operational aspects and capital allocation, including significant share repurchases and debt issuance for liquidity.
Earnings Flash (EXP) Eagle Materials Inc. Reports Q3 Revenue $556.0M, vs. FactSet Est of $554.5M
Eagle Materials Inc. reported its Q3 revenue at $556.0 million, surpassing FactSet's estimate of $554.5 million. The company, a manufacturer of heavy construction and light building materials, also held its Q3 earnings call on January 29, 2026. This announcement provides key financial data for investors tracking the company's performance.
Eagle Materials Reports Third Quarter Results
Eagle Materials Inc. has announced its financial results for the third quarter of fiscal 2026, reporting revenues of $556.0 million and net earnings of $102.9 million. The company showcased strong performance in its Heavy Materials sector, driven by increased Cement and Aggregates sales volumes, while the Light Materials sector experienced a decrease in revenue. Eagle Materials also highlighted strategic initiatives including issuing senior notes, returning capital to shareholders, and investing in plant modernizations, expressing confidence in its long-term market position.
Eagle Materials Reports Third Quarter Results
Eagle Materials Inc. (NYSE: EXP) reported its fiscal third-quarter 2026 results, with revenue of $556.0 million and net earnings of $102.9 million ($3.22 per share). Despite a challenging residential construction market, the company saw strong demand in public infrastructure and private non-residential construction, leading to increased sales volumes in Cement and Aggregates. The company also strengthened its financial position by issuing $750 million in senior notes and returning nearly $150 million to shareholders through dividends and share repurchases.
Eagle Materials Inc. Q3 Profit Decreases, Misses Estimates
Eagle Materials Inc. (EXP) reported a decrease in profit for its third quarter, consistently missing analysts' earnings estimates. The company's earnings totaled $102.903 million, or $3.22 per share, with revenue falling by 0.4% to $555.956 million. Analysts had expected higher earnings of $3.38 per share.
Eagle Materials Inc (NYSE:EXP) Given Average Recommendation of "Hold" by Analysts
Eagle Materials Inc (NYSE:EXP) has received an average recommendation of "Hold" from twelve analysts, with ten rating it as a hold and two as a buy. The average 12-month price target is set at $235.20. The company recently reported earnings of $4.23 EPS, missing estimates, and declared a quarterly dividend of $0.25.
Markel Group Inc. Acquires 5,750 Shares of Eagle Materials Inc $EXP
Markel Group Inc. increased its stake in Eagle Materials Inc. (NYSE:EXP) by 63.9% in the third quarter, purchasing an additional 5,750 shares to now own a total of 14,750 shares valued at approximately $3.44 million. Major institutional investors collectively hold 96.07% of Eagle Materials stock, while corporate insiders own 1.50%. The company recently reported Q3 earnings of $4.23 EPS, missing estimates, with revenue of $639 million and announced a quarterly dividend of $0.25.
Trade Tracker: Kevin Simspon buys Eagle Materials, TopBuild Corp and sells Caterpillar and RTX
This article details recent trading activities by Kevin Simpson. Simpson acquired shares in Eagle Materials and TopBuild Corp, while divesting his positions in Caterpillar and RTX.
Is Eagle Materials Inc. (NYSE:EXP) Trading At A 36% Discount?
Eagle Materials Inc. (NYSE:EXP) appears to be significantly undervalued, trading at a 36% discount according to a Discounted Cash Flow (DCF) model. The projected fair value for the stock is US$353, compared to its current share price of US$226. The analysis, which uses a 2-stage growth model and a cost of equity of 8.3%, suggests a strong upside for investors, though it emphasizes that valuation models are estimates and should not be the sole basis for investment decisions.
Eagle Materials (EXP) Expected to Announce Earnings on Thursday
Eagle Materials (NYSE:EXP) is scheduled to announce its Q3 2026 earnings before market open on Thursday, January 29th. Analysts anticipate the company to report earnings of $3.55 per share and revenue of $556.41 million. The stock currently holds a consensus "Hold" rating from analysts with an average price target of $235.20.
Eagle Materials (NYSE:EXP) Cut to "Hold" at Stephens
Stephens downgraded Eagle Materials (NYSE:EXP) from "strong-buy" to "hold" after a number of other firms also adjusted their ratings to neutral or hold. The stock currently has an average analyst rating of "Hold" and an average target price of $235.20. Eagle Materials shares opened at $226.06 with a market cap of $7.25 billion, and insiders own about 1.5% of the stock, while institutional ownership is high at roughly 96.07%.
