Donald Smith & Co. holds 2.99M Beazer Homes shares (BZH)
Donald Smith & Co., Inc. has reported beneficial ownership of 2,986,562 shares of Beazer Homes USA Inc. common stock, which represents 10.44% of the class, according to a Schedule 13G filing. The investment adviser holds sole voting power over 2,857,648 shares and sole dispositive power over 2,942,348 shares, with additional smaller direct holdings by DSCO Value Fund, Jon Hartsel, and John Piermont. The filing specifies that Donald Smith & Co. acts as an investment adviser and no single client beneficially owns more than 5% of the class.
Dream Finders Homes Makes $704M Bid for Beazer Homes
Dream Finders Homes has publicly offered to acquire Beazer Homes USA for approximately $704 million in an all-cash transaction. The bid of $25.75 per share represents a 40% premium to Beazer's stock price on May 5, 2026, and follows several months of private engagement attempts by Dream Finders. The proposed acquisition aims to create the seventh-largest U.S. homebuilder, with Dream Finders emphasizing its financial certainty and plans for a continued land-light strategy.
Dream Finders makes $704 million bid for Beazer Homes
Jacksonville-based Dream Finders Homes Inc. has made an unsolicited all-cash offer of $704 million to acquire Atlanta-based Beazer Homes USA Inc. Dream Finders CEO Patrick Zalupski stated that the proposed acquisition would expand Dream Finders' operations and create the seventh-largest U.S. homebuilder. Zalupski urged Beazer's shareholders to encourage their board to engage with Dream Finders, citing concerns over Beazer's standalone performance and its declining shareholder value.
Beazer Homes Rejects Acquisition Offer from Dream Finders Homes
Beazer Homes USA Inc. (NYSE: BZH) has rejected a $704 million acquisition offer from Dream Finders Homes Inc. (NYSE: DFH), stating that the offer significantly undervalues the company, particularly its land assets. Beazer's board believes its strategic plan will yield substantially more value for shareholders than the proposed transaction. The company highlighted that the $25.75 per share offer represents a 38% discount to its most recently reported book value of $41.83 per share.
Beazer Homes rejects Dream Finders' acquisition bids, citing significant undervaluation of company assets
Beazer Homes has rejected three acquisition offers from Dream Finders, stating they significantly undervalue the company, with the latest bid being hundreds of millions below its book value. The Atlanta-based builder believes remaining independent will provide greater value to its shareholders. The article highlights Beazer's stance on the rejected bids and its commitment to delivering shareholder value independently.
Beazer Homes USA rejects Dream Finders’ acquisition offers as undervaluing company
Beazer Homes USA has rejected two unsolicited acquisition proposals from Dream Finders Homes, stating that the offers significantly undervalue the company. Dream Finders' proposals were for $31.00 and $32.00 per share. Beazer's board unanimously determined the offers were not in the best interest of shareholders and has informed Dream Finders of its decision.
Dream Finders Homes Proposes to Acquire Beazer Homes for $25.75 Per Share in Cash
Dream Finders Homes has proposed to acquire Beazer Homes for $25.75 per share in cash, representing a 40% premium over Beazer's closing share price on May 5, 2026. This all-cash offer values Beazer at approximately $704 million and has been backed by Dream Finders' board and financing commitments. Dream Finders' CEO Patrick Zalupski stated that combining the two companies would create the seventh-largest U.S. homebuilder, with complementary footprints and product strategies, leading to significant synergies and enhanced shareholder value.
Dream Finders Homes offers $704 million to buy rival Beazer
Dream Finders Homes has made a non-binding offer of $704 million to acquire its rival homebuilder, Beazer Homes USA. The proposal, which values Beazer at $21.50 per share, aims to create a combined company with increased scale and market presence. Beazer has confirmed receipt of the offer and stated it will review the proposal.
Beazer Homes rejects Dream Finders offer
Beazer Homes USA Inc. announced on May 11 that it rejected a $704 million buyout offer from Jacksonville-based Dream Finders Homes Inc., stating the offer undervalued the company. Dream Finders made its offer public after several private proposals at higher prices, as Beazer's stock had fallen, despite its book value increasing. Beazer's board believes its shareholders should be compensated for the inherent value of its assets, particularly its land assets.
Beazer Homes rejects Dream Finders’ $25.75 per share bid By Investing.com
Beazer Homes USA, Inc. has rejected multiple acquisition proposals from Dream Finders Homes, Inc., including a recent offer of $25.75 per share, citing significant undervaluation of the company. The board believes its strategic plan, which includes growing community count, reducing leverage, and increasing book value per share, will yield greater value for shareholders. Dream Finders' most recent offer represented a 38% discount to Beazer's reported book value of $41.83 per share.
Beazer Homes Announces Rejection of Unsolicited Proposals from Dream Finders Homes
Beazer Homes USA, Inc. has announced the unanimous rejection by its Board of Directors of multiple unsolicited, non-binding acquisition proposals from Dream Finders Homes, Inc. The Board determined that all three proposals, including the most recent offer of $25.75 per share, significantly undervalued Beazer, especially considering its growing book value per share and strategic multi-year goals. Beazer's Board believes that executing its current strategic plan will yield substantially more value for shareholders than pursuing the proposed acquisition.
Dream Finders Homes Bids to Acquire Beazer Homes for $704 Million
Dream Finders Homes has submitted a bid to acquire Beazer Homes USA for approximately $704 million. This proposal is lower than previous bids, which Dream Finders Homes attributes to a decline in Beazer's stock price. Following the announcement, Beazer shares increased by 31% to $24.60.
Beazer Homes USA Up Over 31%, on Pace for Largest Percent Increase Since March 2009 -- Data Talk
Beazer Homes USA (BZH) shares have increased by over 31%, marking its largest percentage gain since March 2009. The article also briefly mentions Unity Software's recent financial results, which reported a 35% year-over-year revenue increase to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share. This financial news highlights significant movements for both companies.
Beazer Homes USA Stock Gains 31% Over Acquisition Proposal From Dream Finders Homes
Shares of Beazer Homes USA, Inc. (BZH) surged by 31% after Dream Finders Homes, Inc. (DFH) proposed to acquire the company for $25.75 per share in cash, valuing the deal at approximately $704 million. Beazer's stock opened higher and continued to climb, trading significantly above its previous ranges on the New York Stock Exchange. The article notes the stock's performance and the acquisition offer's details.
Dream Finders Homes Offers to Acquire Beazer Homes for $704 Million
Dream Finders Homes Inc. has made an all-cash offer of $704 million to acquire Beazer Homes USA Inc. for $25.75 per share. Dream Finders' Chairman and CEO Patrick Zalupski stated that Beazer's standalone operations are eroding shareholder value and urged shareholders to engage with the proposal. Millrose Properties Inc. has offered to provide land banking capital and Goldman Sachs is highly confident about arranging up to $500 million in financing for the transaction.
BZH Stock Price, Quote & Chart | BEAZER HOMES USA INC (NYSE:BZH)
This article provides an overview of BEAZER HOMES USA INC (NYSE:BZH) stock, including its current price, performance, and key statistics. It details the company's technical and fundamental ratings from ChartMill, recent earnings results, and future analyst forecasts. The article also includes information on BZH's index memberships, financial highlights, ownership structure, industry overview, latest news, and competitors.
Beazer Homes Stock Soars 22% on $704 Million Bid From Dream Finders Homes
Beazer Homes (BZH) stock surged by 24% after Dream Finders Homes (DFH) made a $704 million takeover bid, offering $25.75 per share. The acquisition aims to combine the two homebuilding companies. This development highlights significant M&A activity in the real estate sector.
Dream Finders Homes (NYSE: DFH) makes $704M all-cash bid for Beazer
Dream Finders Homes (NYSE: DFH) has made a public non-binding, all-cash offer of $25.75 per share, totaling approximately $704 million, to acquire Beazer Homes USA. This proposal represents a 40% premium over Beazer's closing price on May 5, 2026, and aims to create the seventh-largest U.S. homebuilder, highlighting expected synergies and a land-light structure. Dream Finders has previously made higher offers ($28.50 and $29.00 per share) which were rejected by Beazer's board, and is now urging Beazer's shareholders to encourage engagement given Beazer's recent operational challenges.
Dream Finders Homes Proposes to Acquire Beazer Homes for $25.75 Per Share in Cash
Dream Finders Homes has publicly announced a proposal to acquire Beazer Homes USA, Inc. for $25.75 per share in an all-cash transaction, representing a 40% premium to Beazer's closing share price on May 5, 2026. This move comes after multiple attempts by Dream Finders to engage with Beazer privately, citing concerns over Beazer's recent financial performance and urging shareholders to encourage negotiations for the compelling offer. The combination would create the seventh-largest U.S. homebuilder, with Dream Finders emphasizing clear strategic and financial benefits, including enhanced scale and a commitment to its land-light strategy.
Dream Finders Homes Is Said to Bid $704 Million for Rival Beazer
Dream Finders Homes Inc. has offered $704 million to acquire fellow homebuilder Beazer Homes USA Inc. The Jacksonville, Florida-based company is proposing to pay $25.75 per share in cash for Beazer. This offer confirms an earlier report by Bloomberg News.
Beazer Homes USA (NYSE:BZH) Lowered to "Strong Sell" Rating by Wall Street Zen
Wall Street Zen downgraded Beazer Homes USA (NYSE:BZH) from a "sell" to a "strong sell" rating. The stock is currently trading around $18.72, near its 12-month low, and well below its moving averages. While the company beat EPS estimates in its latest quarterly results, revenue of $409.85 million fell below expectations and was down 27.5% year-over-year.
Denali Advisors LLC Trims Stock Holdings in Beazer Homes USA, Inc. $BZH
Denali Advisors LLC has reduced its stake in Beazer Homes USA by 39% in the fourth quarter of the previous year. This move comes despite Beazer Homes USA reporting better-than-expected earnings, though its revenue declined significantly year-over-year. Analyst sentiment for the stock remains cautious, with a "Hold" consensus rating.
Jennison Associates LLC Acquires Shares of 51,268 Beazer Homes USA, Inc. $BZH
Jennison Associates LLC reported acquiring a new stake of 51,268 shares in Beazer Homes USA (NYSE: BZH) during the fourth quarter, valued at approximately $1.04 million. Other major institutions like UBS, Millennium Management LLC, and JPMorgan Chase & Co. also significantly increased their positions, contributing to 85.65% institutional ownership. Analysts currently rate Beazer Homes with a "Hold" consensus and a target price of $31.33, following the company's recent earnings beat despite a revenue decline.
Beazer Homes USA (BZH) Q2 Loss Challenges Bullish Margin Expansion Narratives
Beazer Homes USA (BZH) reported a Q2 2026 loss of US$0.03 EPS and a net income loss of US$0.9 million on US$409.8 million in revenue, which challenges bullish narratives of margin expansion. Despite narrowing the net loss from the previous quarter, the company's trailing 12-month loss of US$3.8 million contrasts with analyst expectations for strong profit and significant earnings growth. Both bullish and bearish cases are presented, highlighting the ongoing debate about the company's profitability and valuation amidst its current financial performance.
Beazer Homes USA, Inc. (NYSE:BZH) Q2 2026 Earnings Call Transcript
Beazer Homes USA, Inc. (NYSE: BZH) discussed its Q2 2026 earnings, reporting an EPS of $-0.03, significantly beating expectations of $-0.72. The company highlighted solid execution in a challenging market, with improvements in community count, sales pace, ASP, and gross margin aligning with expectations. Despite macro headwinds like higher mortgage rates, Beazer Homes remains focused on a differentiated strategy emphasizing energy-efficient homes, capital allocation, and achieving long-term goals for growth, deleveraging, and increasing book value per share.
Beazer Homes USA 2Q 2026: Revenue $409.85M, EPS ($0.03) — 10-Q Summary
Beazer Homes USA reported its second-quarter 2026 results, showing a significant decline in revenue to $409.85M and a diluted EPS of ($0.03), against $565.34M revenue and $0.42 EPS in the prior year. This financial downturn is attributed to softer demand and affordability pressures, leading to a drop in home closings and net income. Despite these challenges, the company is implementing strategies such as land portfolio realignment and increasing active communities to target future growth and improve efficiency.
Beazer Homes USA, Inc. Q2 2026 Earnings Call Summary
Beazer Homes USA, Inc. reported solid execution in a challenging market for Q2 2026, driven by a sales pace recovery and a strategic shift towards to-be-built homes despite higher mortgage rates and energy costs. The company revised its full-year expectations, aiming for a sales pace above two and significant margin expansion, while also prioritizing share repurchases and long-term community growth. Financial liquidity was strengthened through an expanded revolving credit facility, though rising mortgage rate buy-downs are noted as a near-term margin headwind.
Beazer Homes USA (NYSE:BZH) Upgraded at Wall Street Zen
Wall Street Zen upgraded Beazer Homes USA (NYSE: BZH) from a "strong sell" to a "sell" rating. This upgrade comes amidst mixed ratings from other analysts, with Zacks upgrading to "hold" and Weiss Ratings lowering to "sell," resulting in a consensus "Hold" rating and an average price target of $31.33. Although Beazer Homes USA beat EPS estimates in its latest quarter, revenue declined significantly, yet institutional investors have increased their stakes in the company, now owning 85.65% of the stock.
Beazer Homes USA : Second Quarter 2026 Investor Presentation
Beazer Homes USA has released its investor presentation for the second quarter of 2026, highlighting solid execution despite a challenging environment. The company reported community count, sales pace, ASP, and gross margin generally in line with expectations, with anticipated margin improvements. Strategic actions include increased liquidity, share repurchases at a discount to book value, and a focus on efficient land spending and community count growth, alongside efforts to deleverage and boost book value per share.
Beazer Homes USA Q2 2026 Earnings Call: Complete Transcript
Beazer Homes USA (NYSE: BZH) reported its Q2 2026 earnings, meeting expectations for community count, sales pace, ASP, and gross margin. Despite challenges like higher mortgage rates and energy costs, the company increased liquidity by expanding its revolver and repurchased over a million shares. Management remains focused on long-term goals of profitability growth, community count increases, and efficient capital allocation, emphasizing their strategy of offering energy-efficient homes as a competitive advantage.
BRIEF-Beazer Homes USA Q2 Homebuilding Revenue USD 397.7 Million
Beazer Homes USA reported its Q2 homebuilding revenue reached $397.7 million. This brief financial update was provided by Refinitiv and highlights a key financial metric for the company.
Beazer Homes (NYSE: BZH) swings to loss as Q2 2026 revenue and margins decline
Beazer Homes (NYSE: BZH) reported a net loss of $0.9 million in Q2 2026, a significant downturn from a net income of $12.8 million in the prior year, as total revenue declined to $409.8 million from $565.3 million. The company's homebuilding gross margin compressed to 12.0% from 15.1%, primarily due to higher price concessions, closing-cost incentives, and inventory impairments. Beazer Homes also increased its use of a credit facility, raising total debt to $1.23 billion, while accelerating share repurchases of $45.1 million year-to-date.
Beazer Homes USA (NYSE:BZH) Releases Earnings Results, Beats Expectations By $0.69 EPS
Beazer Homes USA (NYSE:BZH) reported quarterly earnings of ($0.03) per share, significantly beating analyst estimates of ($0.72) by $0.69, despite revenue of $409.85 million falling short of expectations and decreasing by 27.5% year-over-year. The company's management lowered near-term sales pace targets and adjusted margin expansion expectations, subsequently impacting the likelihood of full-year EBITDA growth. Despite these adjustments, Beazer Homes USA demonstrated disciplined capital allocation through share repurchases and maintained strong liquidity and a robust lot pipeline.
Beazer Homes (NYSE: BZH) swings to Q2 loss on softer demand, margins
Beazer Homes (NYSE: BZH) reported a Q2 fiscal 2026 net loss of $0.9 million, or $0.03 per diluted share, a significant turnaround from a net income of $12.8 million a year prior. Homebuilding revenue dropped 28.5% year-over-year to $397.7 million due to a 29.8% decrease in home closings, with gross margins also declining. Despite these challenges, the company improved its liquidity to $401.1 million and repurchased $30.0 million in stock, while facing macroeconomic headwinds and higher mortgage rates.
Beazer: Fiscal Q2 Earnings Snapshot
Beazer Homes USA Inc. reported a fiscal second-quarter loss of $904,000, or 3 cents per share, which was better than analysts' expectations of a 72-cent loss. However, the company's revenue of $409.8 million fell short of financial forecasts. Despite this, Beazer shares have seen a 6.5% increase since the beginning of the year and a 10% climb in the last 12 months.
Beazer: Fiscal Q2 Earnings Snapshot
Beazer Homes USA Inc. (BZH) reported a fiscal second-quarter loss of $904,000, or 3 cents per share, which was better than Wall Street's expectation of a 72-cent loss per share. However, the company's revenue of $409.8 million fell short of analysts' forecasts. Beazer shares have seen a 6.5% increase year-to-date and a 10% climb over the last 12 months.
Beazer Homes USA Insider Ups Holding By 169% During Year
An insider at Beazer Homes USA (NYSE: BZH) significantly increased their stake in the company over the past year, with Independent Director John Kelley making the largest purchase of US$215k worth of shares at a price close to the current market value. This indicates insider optimism about the company's prospects. Insiders collectively own 7.5% of Beazer Homes USA shares, suggesting a reasonable alignment of interests with common shareholders.
Beazer Homes USA promotes sustainable homes as part of affordability strategy
Beazer Homes USA is focusing on sustainable building practices to make homeownership more affordable. The company, led by Allan Merrill, aims to provide high-quality, energy-efficient homes that reduce utility costs and offer increased durability to its customers. This strategy highlights Beazer Homes' customer-first approach and commitment to differentiation in the housing market.
Beazer Homes USA (BZH) to Release Quarterly Earnings on Thursday
Beazer Homes USA (BZH) is scheduled to release its Q2 2026 earnings on Thursday, April 30th, after market close. Analysts anticipate earnings of ($0.72) per share and revenue around $448.79 million, following a significant miss in the previous quarter. The stock currently has an average "Hold" rating from analysts with a consensus price target of $31.33.
Beazer Homes USA earns national recognition for Fisher House Foundation partnership
Beazer Homes USA has been awarded the Hearthstone BUILDER Humanitarian Award for its significant support of the Fisher House Foundation. The company has funded over one million nights of housing for military families, a feat it credits to its employees, partners, and community. This recognition underscores Beazer Homes USA’s commitment to social responsibility within the homebuilding industry.
Beazer Homes CEO Allan Merrill on sustainability and affordability
Beazer Homes CEO Allan Merrill discusses the company's focus on sustainability as a key to improving affordability, with their homes using about 50% less energy and solar communities projected to reach 20% of their mix. He highlights how designing durable, energy-efficient homes reduces ongoing costs for homeowners. Merrill also details how Beazer Homes cultivates a strong company culture through service initiatives, including fundraising for the Fisher House Foundation and an annual national day of volunteering.
Beazer Homes USA, Inc. Experiences Valuation Adjustment Amidst Mixed Performance Indicators
Beazer Homes USA, Inc., a microcap company in the home furnishing sector, has recently undergone a valuation adjustment, showing a high P/E ratio of 63 and significant leverage. While its short-term performance has surpassed the S&P 500, its long-term returns over one and three years have lagged behind the index. This indicates a complex market position for the company within its industry.
Beazer Homes USA Inc stock (US0758961009): Why Google Discover changes matter more now
The article discusses the impact of Google's 2026 Discover Core Update on how investors receive information about Beazer Homes USA Inc (BZH) stock. This update proactively delivers mobile-first financial content, including homebuilding trends, market shifts, and company-specific insights, to users' feeds based on their interests. Retail and professional investors can now receive timely updates on BZH's performance, land strategies, and market positioning without explicitly searching, enabling quicker reactions to market data and company news.
Beazer Homes USA Inc stock (US0758961009): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how mobile financial news, particularly for stocks like Beazer Homes USA Inc, is delivered by prioritizing personalized insights directly to users' feeds without traditional searching. This shift emphasizes proactive, visual, and behavior-driven content, allowing investors to receive timely updates on critical metrics for Beazer Homes, such as new orders, pricing power, and land strategies. The update encourages publishers to create mobile-friendly, authoritative content, making it easier for retail investors to stay informed and make quicker decisions in the dynamic housing market.
Beazer Homes USA, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
Beazer Homes USA, Inc. has seen a revision in its stock evaluation due to current market conditions, with its stock currently trading at $20.54, reflecting recent fluctuations. Technical indicators suggest a bearish sentiment for the company, with various metrics like MACD and moving averages pointing downwards. The company's performance, returning -5.78% over the past week and 14.49% over the year, lags behind the S&P 500, highlighting challenges in the current market environment.
Beazer Homes USA, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
Beazer Homes USA, Inc., a microcap company in the Furniture and Home Furnishing industry, has seen a revision in its stock evaluation, highlighted by a significantly higher P/E ratio compared to industry averages. While the company has outperformed the S&P 500 year-to-date, its performance over the past one and three years has lagged behind the index. This premium valuation suggests a unique market position within the competitive home furnishing sector.
Beazer Homes USA Inc (BZH) Shares Fall 5.9% -- What GF Score of 72 Tells Investors
Beazer Homes USA Inc (BZH) experienced a 5.9% share drop, closing at $20.54, but is categorized as modestly undervalued by GuruFocus's GF Value™ with a GF Score™ of 72/100, suggesting potential for long-term returns. Despite the undervaluation, its current P/E ratio of 68.5x is significantly higher than its historical median, indicating higher market expectations. No insider trading activity has been reported in the last three months, implying neutral insider sentiment.
Beazer Homes USA, Inc. to Webcast Its Fiscal Second Quarter Results Conference Call on Thursday, April 30, 2026
Beazer Homes USA, Inc. (NYSE: BZH) has announced it will webcast its fiscal second-quarter financial results conference call on Thursday, April 30, 2026, at 5:00 PM ET. The company will release its financial results for the quarter ended March 31, 2025, after the market close on the same day. Interested parties can access the webcast and slide presentation via the "Investor Relations" page of Beazer Homes' website or by telephone.
Beazer Homes USA, Inc. to Webcast Its Fiscal Second Quarter Results Conference Call on Thursday, April 30, 2026
Beazer Homes USA, Inc. (NYSE: BZH) will webcast its fiscal second quarter financial results conference call on Thursday, April 30, 2026, after market close. Management will host a conference call at 5:00 PM ET to discuss the results for the quarter ended March 31, 2026. A replay of the call will be available until May 15, 2026.
Register Financial Advisors LLC Has $1.43 Million Position in Beazer Homes USA, Inc. $BZH
Register Financial Advisors LLC recently reduced its stake in Beazer Homes USA by 53.8%, now holding 70,284 shares valued at $1.43 million. This comes after Beazer Homes reported a weak quarter with earnings and revenue missing analyst estimates. Despite institutional investors owning 85.65% of the company, analyst ratings suggest a consensus "Hold" with a target price of $31.33.
