EXP
EAGLE MATERIALS INC
$206.79
-2.79%
$6.4B
No data for this timeframe.
Vol
Market Cap$6.4B
Cap SizeMid Cap
Analyst ConsensusSell (6%)
Inst. Holders8 funds
Inst. Value$1.7B
Inst. Activity4 buys / 0 sells
Reddit Sentiment50° Neutral
SEC Reports2
Recent Activity
May 22, 2026
Insider
Cribbs Eric sold 232 shares
President (American Gypsum) @ $199.13 ($46.2K)
May 22, 2026
Insider
Devlin William R sold 105 shares
SVP, Controller @ $199.13 ($20.9K)
May 22, 2026
Insider
Haddock Alex sold 354 shares
Senior Vice President @ $199.13 ($70.5K)
May 21, 2026
SEC
Eagle Materials Inc. filed an 8-K reporting the planned retirement of William R. Devlin, Senior Vice President, Chief Ac
8-K — Impact 2/10
May 19, 2026
SEC
Eagle Materials reported Q4 FY2026 revenue of $479.1M (+2% YoY) and diluted EPS of $1.91, beating the $1.47 consensus by
8-K — Impact 5/10
Inst.
NORGES BANK — NEW
436,166 shares ($90.1M)
Inst.
BANK OF AMERICA CORP — ADD
310,062 shares ($64.1M)
May 19, 2026
earnings_calendar
EXP Q4 2026 Earnings After Market Close — 2026-05-19
Price Targets
$223.56
+2.8% upside
Hold
Current $217.38
Low $200.00
Median $225.00
High $246.00
9 analysts
$200.00
$246.00
Analyst Ratings
0Strong Buy
1Buy
10Hold
6Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | JP Morgan | UPGRADE | Underweight → Neutral |
| May 21, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 20, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 20, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 15, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.43 ▲ +3.2% | $3.13 — $3.85 | -9% YoY | 7 |
| Next Q | $4.28 ▲ +3.3% | $3.84 — $4.71 | 1% YoY | 7 |
| Current FY | $13.01 ▲ +3.0% | $11.54 — $14.25 | -1% YoY | 10 |
| Next FY | $14.68 ▲ +1.6% | $13.74 — $16.55 | 13% YoY | 9 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $729.3M | — |
| VANGUARD GROUP INC | $625.7M | — |
| NORGES BANK | $90.1M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $67.8M | NEW |
| BANK OF AMERICA CORP | $64.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | Cribbs Eric | F | $46.2K |
| May 22, 2026 | Devlin William | F | $20.9K |
| May 22, 2026 | Haddock Alex | M | $70.5K |
| May 22, 2026 | Haddock Alex | M | $0.00 |
| May 22, 2026 | Cribbs Eric | M | $117.3K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $1.7B total value (8,163,569 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, NORGES. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 3,528,807 | $729.3M | 43.2% | — |
| 2 | VANGUARD GROUP INC | 3,027,321 | $625.7M | 37.1% | — |
| 3 | NORGES BANK | 436,166 | $90.1M | 5.3% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 328,051 | $67.8M | 4.0% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 310,062 | $64.1M | 3.8% | ADD +26.6% |
| 6 | MORGAN STANLEY | 309,417 | $64.0M | 3.8% | — |
| 7 | WELLS FARGO & COMPANY/MN | 116,658 | $24.1M | 1.4% | ADD +43.0% |
| 8 | TWO SIGMA INVESTMENTS, LP | 107,087 | $22.1M | 1.3% | ADD +46.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 436,166 | — | $90.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 244,975 | 310,062 | +26.6% | $64.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 81,574 | 116,658 | +43.0% | $24.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 73,102 | 107,087 | +46.5% | $22.1M | 2025-Q4 |
| UBS Group AG | DOUBLED | 40,533 | 164,976 | +307.0% | $38.4M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 64,411 | 81,574 | +26.6% | $19.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 234,679 | 73,102 | -68.9% | $17.0M | 2025-Q3 |
| NORGES BANK | EXIT | 433,554 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 433,554 | — | $87.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 62,824 | 234,679 | +273.5% | $47.4M | 2025-Q2 |
| UBS Group AG | NEAR_EXIT | 235,648 | 40,533 | -82.8% | $8.2M | 2025-Q2 |
| UBS Group AG | ADD | 155,969 | 235,648 | +51.1% | $52.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 97,047 | 149,907 | +54.5% | $33.3M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 132,376 | 84,133 | -36.4% | $18.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 24,296 | 62,824 | +158.6% | $13.9M | 2025-Q1 |
| NORGES BANK | EXIT | 379,606 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 27,937 | 155,969 | +458.3% | $38.5M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 192,277 | 132,376 | -31.2% | $32.7M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 202,573 | 97,047 | -52.1% | $23.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 330,689 | — | $95.1M | 2024-Q3 |
8 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | Cribbs Eric | President (American Gypsum) | F | 232 | $199.13 | $46.2K |
| May 22, 2026 | Devlin William R | SVP, Controller | F | 105 | $199.13 | $20.9K |
| May 22, 2026 | Haddock Alex | Senior Vice President | M | 354 | $199.13 | $70.5K |
| May 22, 2026 | Haddock Alex | Senior Vice President | M | 354 | $0.00 | $0.00 |
| May 22, 2026 | Cribbs Eric | President (American Gypsum) | M | 589 | $199.13 | $117.3K |
| May 22, 2026 | Cribbs Eric | President (American Gypsum) | M | 589 | $0.00 | $0.00 |
| May 22, 2026 | Devlin William R | SVP, Controller | M | 266 | $199.13 | $53.0K |
| May 22, 2026 | Devlin William R | SVP, Controller | M | 266 | $0.00 | $0.00 |
| May 22, 2026 | Haddock Alex | Senior Vice President | F | 140 | $199.13 | $27.9K |
| May 22, 2026 | Kesler Dale Craig | EVP and CFO | M | 824 | $199.13 | $164.1K |
| May 22, 2026 | Kesler Dale Craig | EVP and CFO | F | 325 | $199.13 | $64.7K |
| May 22, 2026 | Kesler Dale Craig | EVP and CFO | M | 824 | $0.00 | $0.00 |
| May 22, 2026 | Haack Michael | President and CEO | M | 3,527 | $199.13 | $702.3K |
| May 22, 2026 | Haack Michael | President and CEO | F | 1,388 | $199.13 | $276.4K |
| May 22, 2026 | Haack Michael | President and CEO | M | 3,527 | $0.00 | $0.00 |
| May 22, 2026 | Newby Matt | EVP & General Counsel | M | 559 | $199.13 | $111.3K |
| May 22, 2026 | Newby Matt | EVP & General Counsel | F | 220 | $199.13 | $43.8K |
| May 22, 2026 | Newby Matt | EVP & General Counsel | M | 559 | $0.00 | $0.00 |
| May 22, 2026 | Thompson Tony | Senior Vice President | M | 354 | $199.13 | $70.5K |
| May 22, 2026 | Thompson Tony | Senior Vice President | F | 140 | $199.13 | $27.9K |
| May 22, 2026 | Thompson Tony | Senior Vice President | M | 354 | $0.00 | $0.00 |
| May 21, 2026 | Haddock Alex | Senior Vice President | A | 1,130 | $0.00 | $0.00 |
| May 21, 2026 | Cribbs Eric | President (American Gypsum) | A | 2,009 | $0.00 | $0.00 |
| May 21, 2026 | Kesler Dale Craig | EVP and CFO | A | 1,758 | $0.00 | $0.00 |
| May 21, 2026 | Kesler Dale Craig | EVP and CFO | A | 4,596 | $0.00 | $0.00 |
| May 21, 2026 | Haack Michael | President and CEO | A | 19,697 | $0.00 | $0.00 |
| May 21, 2026 | Haack Michael | President and CEO | A | 7,533 | $0.00 | $0.00 |
| May 21, 2026 | Newby Matt | EVP & General Counsel | A | 1,193 | $0.00 | $0.00 |
| May 21, 2026 | Newby Matt | EVP & General Counsel | A | 3,119 | $0.00 | $0.00 |
| May 21, 2026 | Thompson Tony | Senior Vice President | A | 1,256 | $0.00 | $0.00 |
| May 18, 2026 | Cribbs Eric | President (American Gypsum) | F | 355 | $194.66 | $69.1K |
| May 18, 2026 | Devlin William R | SVP, Controller | F | 319 | $194.66 | $62.1K |
| May 18, 2026 | Haack Michael | President and CEO | F | 3,399 | $194.66 | $661.6K |
| May 18, 2026 | Haddock Alex | Senior Vice President | F | 284 | $194.66 | $55.3K |
| May 18, 2026 | Kesler Dale Craig | EVP and CFO | F | 921 | $194.66 | $179.3K |
| May 18, 2026 | Newby Matt | EVP & General Counsel | F | 532 | $194.66 | $103.6K |
| May 18, 2026 | Thompson Tony | Senior Vice President | F | 319 | $194.66 | $62.1K |
| May 11, 2026 | Cribbs Eric | President (American Gypsum) | A | 900 | $0.00 | $0.00 |
| May 11, 2026 | Devlin William R | SVP, Controller | A | 810 | $0.00 | $0.00 |
| May 11, 2026 | Haack Michael | President and CEO | A | 8,636 | $0.00 | $0.00 |
| May 11, 2026 | Haddock Alex | Senior Vice President | A | 720 | $0.00 | $0.00 |
| May 11, 2026 | Kesler Dale Craig | EVP and CFO | A | 2,339 | $0.00 | $0.00 |
| May 11, 2026 | Newby Matt | EVP & General Counsel | A | 1,350 | $0.00 | $0.00 |
| May 11, 2026 | Thompson Tony | Senior Vice President | A | 810 | $0.00 | $0.00 |
| Apr 13, 2026 | Cribbs Eric | President (American Gypsum) | A | 0.565 | $0.00 | $0.00 |
| Apr 13, 2026 | Haack Michael | President and CEO | A | 4.931 | $0.00 | $0.00 |
| Apr 13, 2026 | NICOLAIS MICHAEL R | Director | A | 5.033 | $0.00 | $0.00 |
| Apr 13, 2026 | Devlin William R | SVP, Controller | A | 0.393 | $0.00 | $0.00 |
| Apr 13, 2026 | Haddock Alex | Senior Vice President | A | 0.393 | $0.00 | $0.00 |
| Apr 13, 2026 | Kesler Dale Craig | EVP and CFO | A | 1.177 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 3.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (6% buy). Based on 18 analysts: 0 strong buy, 1 buy, 10 hold, 6 sell, 1 strong sell.
Analyst Price Targets
$223.56 mean target
+2.8% upside
Hold (2.80)
$200.00 Low
$246.00 High
| Metric | Value |
|---|---|
| Current Price | $217.38 |
| Target Low | $200.00 |
| Target Mean | $223.56 |
| Target Median | $225.00 |
| Target High | $246.00 |
| # Analysts | 9 |
| Recommendation | Hold (2.80) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.43 | $3.13 | $3.85 | -8.7% | +3.2% | 6↑ 1↓ | $0.6B | -1.8% | 7 |
| Next Q 2026-09-30 |
$4.28 | $3.84 | $4.71 | 1.2% | +3.3% | 4↑ 3↓ | $0.6B | 1.7% | 7 |
| Current FY 2027-03-31 |
$13.01 | $11.54 | $14.25 | -1.1% | +3.0% | 7↑ 3↓ | $2.3B | 1.2% | 10 |
| Next FY 2028-03-31 |
$14.68 | $13.74 | $16.55 | 12.8% | +1.6% | 4↑ 2↓ | $2.5B | 5.2% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.431 | |
| 7d ago | $3.421 | +0.010 |
| 30d ago | $3.326 | +0.105 |
| 60d ago | $3.291 | +0.140 |
| 90d ago | $3.291 | +0.140 |
7 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | JP Morgan | UPGRADE | Underweight | Neutral |
| May 21, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 20, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 20, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 15, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 24, 2026 | RBC Capital | INITIATE | — | Sector Perform |
| Feb 16, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Feb 3, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 2, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 20, 2026 | Stephens & Co. | DOWNGRADE | Overweight | Equal-Weight |
| Jan 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 19, 2025 | Truist Securities | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 1 | 10 | 6 | 1 | 6% | |
| May 1, 2026 | 0 | 1 | 11 | 6 | 1 | 5% | |
| Apr 1, 2026 | 0 | 1 | 12 | 6 | 1 | 5% | |
| Mar 1, 2026 | 0 | 1 | 12 | 6 | 1 | 5% | |
| Feb 1, 2026 | 0 | 1 | 12 | 5 | 1 | 5% | |
| Jan 1, 2026 | 2 | 3 | 10 | 1 | 0 | 31% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 30, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 19, 2026
earnings_calendar
EXP Q4 2026 Earnings After Market Close — 2026-05-19
May 18, 2026
dark_pool
Dark Pool: EXP — 1.1M shares, 34,252 trades
Week starting 2026-05-18. Total ATS volume: 1,059,376 shares across 34,252 trades.
May 11, 2026
dark_pool
Dark Pool: EXP — 0.5M shares, 23,856 trades
Week starting 2026-05-11. Total ATS volume: 479,503 shares across 23,856 trades.
May 4, 2026
dark_pool
Dark Pool: EXP — 0.5M shares, 23,306 trades
Week starting 2026-05-04. Total ATS volume: 501,345 shares across 23,306 trades.
Apr 27, 2026
dark_pool
Dark Pool: EXP — 0.5M shares, 22,848 trades
Week starting 2026-04-27. Total ATS volume: 536,672 shares across 22,848 trades.
Apr 20, 2026
dark_pool
Dark Pool: EXP — 0.6M shares, 17,924 trades
Week starting 2026-04-20. Total ATS volume: 613,300 shares across 17,924 trades.
Apr 13, 2026
dark_pool
Dark Pool: EXP — 0.6M shares, 22,875 trades
Week starting 2026-04-13. Total ATS volume: 614,778 shares across 22,875 trades.
Apr 6, 2026
dark_pool
Dark Pool: EXP — 0.8M shares, 21,015 trades
Week starting 2026-04-06. Total ATS volume: 840,737 shares across 21,015 trades.
Mar 30, 2026
dark_pool
Dark Pool: EXP — 0.6M shares, 20,481 trades
Week starting 2026-03-30. Total ATS volume: 637,825 shares across 20,481 trades.
Mar 23, 2026
dark_pool
Dark Pool: EXP — 0.9M shares, 27,894 trades
Week starting 2026-03-23. Total ATS volume: 946,882 shares across 27,894 trades.
Mar 16, 2026
dark_pool
Dark Pool: EXP — 0.9M shares, 27,290 trades
Week starting 2026-03-16. Total ATS volume: 897,698 shares across 27,290 trades.
Mar 9, 2026
dark_pool
Dark Pool: EXP — 0.7M shares, 23,869 trades
Week starting 2026-03-09. Total ATS volume: 712,771 shares across 23,869 trades.
Mar 2, 2026
dark_pool
Dark Pool: EXP — 0.6M shares, 20,919 trades
Week starting 2026-03-02. Total ATS volume: 606,122 shares across 20,919 trades.
Feb 23, 2026
dark_pool
Dark Pool: EXP — 0.9M shares, 24,462 trades
Week starting 2026-02-23. Total ATS volume: 903,593 shares across 24,462 trades.
Feb 16, 2026
dark_pool
Dark Pool: EXP — 0.6M shares, 17,139 trades
Week starting 2026-02-16. Total ATS volume: 629,870 shares across 17,139 trades.