$EXP

Carter Margot Lebenberg sold 5,215 shares of EAGLE MATERIALS INC (EXP) at an average of $204.87 ($203.57–$212.35, $1.07M total) across 4 trades over 2026-07-31 to 2026-08-03.

EAGLE MATERIALS INC (EXP) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. 8-K EAGLE MATERIALS INC --03-31 CHX false 0000918646 0000918646 2026-07-30 2026-07-30 0000918646 exch:XNYS 2026-07-30 2026-07-30 0000918646 exch:XCHI 2026-07-30 2026-07-30 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to

EAGLE MATERIALS INC (EXP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 d127735dex991.htm EX-99.1 EX-99.1 EXHIBIT 99.1 Contact at 214-432-2000 Michael R. Haack President & CEO D. Craig Kesler Executive Vice President & CFO Alex Haddock Senior Vice President News For Immediate Release EAGLE MATERIALS REPORTS FIRST QUARTER RESULTS DALLAS, TX

Eagle Materials (EXP) operates cement, gypsum wallboard, aggregates and recycled paperboard across 70+ facilities. The article says wallboard revenue fell 16% amid weaker residential construction, while cement volumes rose 9.3% and operating earnings increased to $91.3M from $86.8M. Management expects price increases. J.P. Morgan upgraded to Neutral and set a $225 target, citing improving cement demand and infrastructure/data-center drivers.

Benzinga reports several Wall Street analyst rating changes. Loop Capital upgraded Hewlett Packard Enterprise (HPE) to Buy and raised its target to $75 from $23. Raymond James upgraded Atlas Energy Solutions (AESI) to Outperform with a $25 target. Deutsche Bank upgraded Macerich (MAC) to Buy, target $27. Wedbush upgraded Abivax (ABVX) to Neutral, cutting target to $90. JP Morgan upgraded Eagle Materials (EXP) to Neutral with a $225 target.

Sprucegrove Investment Management Ltd. significantly increased its stake in Eagle Materials Inc. (NYSE:EXP) by 1,671.4% in the fourth quarter, now holding 12,400 shares valued at $2.56 million. Other institutional investors like Baupost Group LLC MA and William Blair Investment Management LLC also adjusted their positions in the construction company. Eagle Materials recently declared a quarterly dividend of $0.25, and analysts have issued mixed ratings on the stock, with a consensus "Hold" and an average target price of $228.82.

M&T Bank Corp significantly increased its stake in Eagle Materials Inc. (NYSE:EXP) by 415.8% in Q4, acquiring an additional 9,751 shares to own a total of 12,096 shares, collectively valued at $2.50 million. Despite this substantial investment, the company missed its Q4 EPS estimates, reporting $3.22 against an estimated $3.32. Analysts currently hold a consensus "Hold" rating for Eagle Materials, with an average target price of $228.82.

Allworth Financial LP significantly reduced its stake in Eagle Materials Inc. by 90.6% in the third quarter of 2025, now holding 867 shares valued at $202,000. This divestment by the investment management firm, as revealed in its 13F filing, suggests a broader adjustment to market conditions and company performance within the construction materials sector. Investors are encouraged to monitor these shifts as they may indicate wider industry trends.

Baupost has significantly increased its stake in Eagle Materials (EXP), alongside RBC Capital Markets initiating coverage with a "Sector Perform" rating. This increased institutional interest and analyst attention are reshaping the investment narrative for Eagle Materials, focusing on its mixed heavy and light building materials portfolio and capital discipline amidst debates about potential conglomerate discounts. The article suggests investors consider varying fair value estimates and specific risks like wallboard demand and regional exposure before drawing their conclusions.

Bank of New York Mellon Corp significantly increased its stake in Eagle Materials Inc. (NYSE:EXP) by purchasing an additional 189,725 shares, bringing its total holdings to over 500,000 shares. Other institutional investors like Versant Capital Management Inc and Hantz Financial Services Inc. also increased their positions. The article also details recent insider transactions, analyst ratings, and Eagle Materials' financial performance, including its latest earnings report where it missed analyst consensus.