NVR pitches 1,000-unit Prince William development bordering Digital Gateway
NVR is proposing a 1,010-unit residential development on 213.7 acres of agricultural land in Prince William County, along Catharpin Valley Drive. This project would border the Digital Gateway and replace a rural area with new homes. The proposal was reported by Janani Jana of the Washington Business Journal on February 20, 2026.
JPMorgan Chase & Co. Purchases 1,718 Shares of NVR, Inc. $NVR
JPMorgan Chase & Co. increased its stake in NVR, Inc. by 4.1%, acquiring an additional 1,718 shares to bring its total to 43,318 shares, valued at approximately $348.05 million. NVR recently surpassed quarterly earnings and revenue estimates and authorized a $750 million share buyback program. Despite recent insider selling, institutional ownership remains high, and analysts have a "Moderate Buy" consensus rating for the company.
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Cuts Stock Holdings in NVR, Inc. $NVR
BNP PARIBAS ASSET MANAGEMENT Holding S.A. has reduced its stake in NVR, Inc. by 18.5%, selling 1,605 shares and bringing its total holdings to 7,081 shares valued at $56.57 million. Despite institutional selling, other large investors have increased their positions, and NVR has announced a $750 million share repurchase program. The company recently reported strong quarterly earnings, surpassing analyst estimates, and has a "Moderate Buy" average rating from analysts.
Endeavour Capital Advisors Inc. Has $5.12 Million Stock Holdings in Enterprise Financial Services Corporation $EFSC
Endeavour Capital Advisors Inc. increased its holdings in Enterprise Financial Services Corporation (NASDAQ:EFSC) by 24.8% in the third quarter, now owning 88,314 shares valued at $5.12 million. This position constitutes approximately 1.5% of Endeavour's portfolio. Other institutional investors have also adjusted their stakes in EFSC, and analysts have issued a mix of "Buy," "Hold," and "Outperform" ratings for the stock, with an average target price of $66.00.
PulteGroup (NYSE:PHM) - Stock Analysis
This Simply Wall St analysis provides a detailed look at PulteGroup (NYSE:PHM), highlighting its current valuation, future growth prospects, financial health, and dividend reliability. The report indicates that while the company's valuation is attractive compared to the US market and peers, analysts forecast a slight decline in earnings over the next three years. Strategic focuses on active adult communities and operational flexibility are expected to drive margin improvement and capitalize on housing demand, despite some concerns about aging demographics and rising costs.
LGI Homes (LGIH) Margin Compression Reinforces Bearish Profitability Narratives
LGI Homes (LGIH) has reported its FY 2025 results, revealing a significant compression in net profit margins from 8.9% a year ago to 4.3%. This decline is driven by lower net income despite substantial trailing revenue and raises concerns among investors regarding the company's profitability trends amidst affordability strain and cost inflation. While bearish arguments highlight margin pressure and volatile earnings, bullish investors point to community expansion, efficiency efforts, and optimistic forecasts for future revenue and earnings growth.
Insider Selling: NVR (NYSE:NVR) Director Sells $1,584,412.00 in Stock
NVR Director Susan Williamson Ross sold 200 shares of NVR stock worth over $1.5 million on February 13, reducing her position by 34%. This is part of a series of sales in early February totaling approximately $4.96 million. Despite this insider selling, NVR recently authorized a $750 million share buyback, indicating management believes the stock is undervalued.
Ross Susan Williamson, director at NVR, sells $1.58 million in stock
NVR Director Ross Susan Williamson sold 200 shares of company stock for $1.58 million on February 13, 2026, and also exercised options to acquire 200 shares. Following these transactions, she directly owns 386 shares and 238 stock options. This news comes after NVR Inc. reported strong fourth-quarter 2025 earnings, significantly exceeding analyst expectations, leading to reiterated Buy ratings and increased price targets from BTIG and BofA Securities.
Ross Susan Williamson, director at NVR, sells $1.58 million in stock
NVR Director Ross Susan Williamson sold 200 shares of company stock for $1.58 million on February 13, 2026, and also exercised options to acquire 200 shares. Following this, she directly owns 386 shares and 238 stock options. This news comes after NVR Inc. reported strong fourth-quarter 2025 earnings, significantly surpassing analyst expectations, leading to reiterated Buy ratings and increased price targets from BTIG and BofA Securities.
How NVR’s New US$750 Million Buyback Authorization Will Impact NVR (NVR) Investors
NVR, Inc. has authorized a new US$750 million share repurchase program, continuing its long-standing strategy of returning capital to shareholders through buybacks rather than dividends. While this signals board confidence, the company faces challenges with softer profit trends, a somewhat high earnings multiple, and forecasted revenue and earnings declines. Investors are encouraged to consider multiple perspectives on the company's valuation and the broader implications of its capital allocation strategy.
NVR, Inc. $NVR Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC significantly reduced its stake in NVR, Inc. by 86% in the third quarter, selling 2,006 shares and retaining 326 shares valued at $2.62 million. This institutional selling coincides with recent insider sales totaling 920 shares worth $7.43 million by company directors and executives. Despite these sales, NVR reported strong quarterly earnings, beating analyst estimates, and announced a $750 million share buyback program.
Whirlpool declares quarterly dividend of $0.90 per share
Whirlpool Corporation (NYSE:WHR) announced a quarterly dividend of $0.90 per share, payable on March 26, 2026, to stockholders of record on February 27, 2026. This announcement follows their Q4 2025 earnings report, where EPS beat estimates but revenue fell short. Whirlpool, a leading home appliance manufacturer, reported $16 billion in annual sales for 2025.
NVR, Inc. (NVR): Analyzing the Buyback Paradox and the 7.3% Slip
NVR, Inc. recently experienced a 7.3% stock drop despite authorizing a $750 million share repurchase, signaling a shift in investor focus from financial engineering to fundamental housing performance. The company, known for its "land-light" model and capital efficiency, faces challenges with revenue contraction and margin pressure from high mortgage rates and rising lot costs. While its business model offers resilience, investors are now scrutinizing organic growth over buyback-driven EPS.
NVR, Inc. (NVR): Analyzing the Buyback Paradox and the 7.3% Slip
NVR, Inc. (NVR), a prominent homebuilder, experienced a 7.3% stock drop following a new $750 million share repurchase authorization, surprising analysts given its historical strategy of leveraging buybacks for EPS growth. This decline suggests a shift in investor focus from financial engineering to fundamental performance like housing starts and margin sustainability, especially after its 2025 financial results showed revenue and EPS contractions. The article delves into NVR's "land-light" business model, its competitive advantages, and the risks like "buyback fatigue" and sensitivity to interest rates, concluding that sustained revenue growth is critical beyond share repurchases.
Caprock Group LLC Takes Position in NVR, Inc. $NVR
Caprock Group LLC has initiated a new position in NVR, Inc. by purchasing 155 shares valued at approximately $1.26 million during the third quarter. NVR recently exceeded quarterly earnings and revenue estimates, reporting EPS of $121.54 and revenue of $2.74 billion, despite a slight year-over-year revenue decrease. The company also announced a $750 million share buyback plan, even as insiders have sold shares totaling $7.43 million.
UBS Maintains NVR Inc(NVR.US) With Hold Rating, Cuts Target Price to $8,100
UBS analyst John Lovallo has maintained a "hold" rating for NVR Inc (NVR.US), but has adjusted the target price downwards from $8,350 to $8,100. This analyst has a 60.4% success rate and a 9.7% average return over the past year, according to TipRanks data. The information is for informational purposes and not an investment recommendation.
Tri Pointe Homes Stock Is Up on Sale to Sumitomo Forestry
Tri Pointe Homes (TPH) stock surged after Japan's Sumitomo Forestry announced an agreement to acquire the U.S. home builder for approximately $4.5 billion. This acquisition aims to help Sumitomo achieve economies of scale in home construction. The news also led to a rise in the stocks of other home builders.
NVR, Inc. (NYSE:NVR) Given Average Recommendation of "Moderate Buy" by Analysts
NVR, Inc. (NYSE:NVR) has received an average "Moderate Buy" recommendation from six analysts, with a consensus one-year target price of $8,279.40. Recent analyst actions include upgrades from "sell" to "hold" and "buy" ratings, and the company recently announced a $750 million share buyback plan. NVR reported strong quarterly earnings, beating analyst estimates, but also saw insider selling of shares.
Crain, Intuitive Machines SVP, sells $404k in LUNR stock
Timothy Price Crain II, SVP & Chief Technology Officer at Intuitive Machines, Inc. (NASDAQ:LUNR), sold 23,226 shares of Class A Common Stock for approximately $404,968 on February 11, 2026. This sale was made to cover tax withholding obligations related to restricted stock units and was not a discretionary transaction. Intuitive Machines, despite not being profitable in the last year, has a strong market capitalization and liquidity, and has recently completed an $800 million acquisition while also facing mixed analyst ratings due to uncertainties around a NASA contract.
BTIG Maintains NVR Inc(NVR.US) With Buy Rating, Maintains Target Price $9,022
BTIG analyst Ryan Gilbert has reiterated a Buy rating for NVR Inc (NVR.US) and maintained a target price of $9,022. According to TipRanks, Gilbert holds a 63.9% success rate and a 10.9% average return over the past year. This information is intended for educational purposes and does not constitute investment advice.
Toll Brothers to Report Q1 Earnings: Here's What Investors Must Expect
Toll Brothers (TOL) is set to announce its first-quarter fiscal 2026 results on February 17, with analysts expecting a 17.1% year-over-year EPS growth to $2.05 despite a projected 0.9% revenue decline. The company faces a challenging housing market characterized by high mortgage rates and affordability issues, which are expected to reduce home deliveries. However, disciplined pricing, lower material costs, and a focus on luxury homes may support earnings, while increased SG&A expenses could offset some gains.
Assessing Century Communities (CCS) Valuation After Dividend Hike And New Luxury Townhome Launch
Century Communities (CCS) recently announced a 10% dividend increase and launched a new luxury townhome community in Florida, putting the company back in the spotlight. While the market narrative suggests the stock is currently valued near its fair value of $72.67, a discounted cash flow (DCF) model presents a more cautious outlook at $15.77. Investors are encouraged to consider both viewpoints and conduct their own research into the company's financial health and future prospects.
NVR Inc (NVR) Shares Down 4.57% on Feb 13
Shares of NVR Inc (NVR) experienced a 4.57% decline in mid-day trading on February 13, settling at $7,725.98. Despite the drop, the stock remains 17.72% above its 52-week low. Wall Street analysts project an average target price of $8,657.33, implying a 12.05% upside, though GuruFocus estimates a slight downside based on its fair value calculations.
NVR Inc. stock underperforms Friday when compared to competitors
Shares of NVR Inc. (NVR) fell by 7.27% to $7,507.43 on Friday, despite a generally positive trading day for the broader stock market, with both the S&P 500 and Dow Jones Industrial Average posting gains. This marks the second consecutive day of losses for NVR stock. The article highlights NVR's underperformance relative to its competitors and the overall market trend.
Toll Brothers to Report Q1 Earnings: Here's What Investors Must Expect
Toll Brothers (TOL) is set to report its fiscal first-quarter 2026 results on Feb. 17, with analysts expecting a 17.1% year-over-year EPS growth despite projected revenue decline due to housing market uncertainties. The company's luxury positioning, improved cycle times, and favorable pricing are expected to support its earnings, though affordability challenges and higher SG&A expenses could impact margins. The report will provide insights into how Toll Brothers navigates ongoing housing market fluctuations.
Illinois Municipal Retirement Fund Sells 39,880 Shares of PulteGroup, Inc. $PHM
The Illinois Municipal Retirement Fund reduced its stake in PulteGroup, Inc. (NYSE:PHM) by 35.7% during the third quarter, selling 39,880 shares and leaving them with 71,757 shares valued at $9.48 million. Other institutional investors have made minor alterations to their positions, while company insiders have recently sold over 144,000 shares. Despite the institutional selling and insider activity, analysts generally have a "Moderate Buy" rating on PulteGroup with a consensus price target of $140.15.
Candriam S.C.A. Sells 142 Shares of NVR, Inc. $NVR
Candriam S.C.A. reduced its stake in NVR, Inc. by 63.4% in the third quarter, selling 142 shares and retaining 82 shares valued at $659,000. This comes as NVR's Q4 results showed significant declines in revenue, net income, and operating cash flow, despite the company authorizing a $750 million share repurchase plan. Insider sales further highlight potential concerns, with the CAO and a Director selling shares worth millions.
Illinois Municipal Retirement Fund Has $19.81 Million Stock Holdings in NVR, Inc. $NVR
The Illinois Municipal Retirement Fund increased its stake in NVR, Inc. by 10.7% to 2,465 shares, now valued at $19.81 million. Despite this institutional confidence and a new $750 million share repurchase program, NVR experienced year-over-year declines in revenue, profit margins, and operating cash flow in Q4 2025, alongside significant insider selling, including CAO Matthew Kelpy reducing his holding by 70%. Wall Street analysts maintain a "Moderate Buy" consensus, though financial performance indicators are mixed.
Caisse Des Depots ET Consignations Has $2.19 Million Stock Holdings in NVR, Inc. $NVR
Caisse Des Depots ET Consignations significantly reduced its stake in NVR, Inc. (NYSE:NVR) by 56.1% in the third quarter, now holding 272 shares valued at approximately $2.19 million. This reduction comes amid mixed signals for NVR, including a board-authorized $750 million share repurchase program suggesting undervaluation, but also weakening Q4 fundamentals with declining revenue and earnings, and notable insider selling. Institutional investors still hold a substantial 83.67% of the company's stock.
NVR, INC. ANNOUNCES SHARE REPURCHASE AUTHORIZATION
NVR, Inc. announced that its Board of Directors has authorized the repurchase of up to $750 million of its outstanding common stock, with no expiration date. This authorization continues a stock repurchase program initiated in 1994, aiming to maximize shareholder value. As of February 9, 2026, NVR had 2,793,760 total shares of common stock outstanding.
NVR Inc authorizes $750 mln stock repurchase
NVR Inc has announced that its board of directors authorized a stock repurchase program of up to $750 million. This decision was revealed on February 11, 2026, and is accompanied by other news items regarding analyst price target adjustments and insider stock sales. The company is a leading U.S. homebuilder, and this buyback program indicates a commitment to returning value to shareholders.
Key facts: NVR, Inc. reports regional profit drops; launches $750M buyback
NVR, Inc. reported mixed regional financial results, including an 11% profit drop in the Mid Atlantic and a 48% decline in the Southeast due to lower margins and increased expenses. Concurrently, the company announced a $750 million share buyback program, which has no expiration date and has been ongoing since 1994, with approximately 2.8 million shares outstanding as of February 9.
NVR (NVR) Approves $750 Million Stock Buyback Program
NVR Inc. has announced its board approved a $750 million stock repurchase program, continuing a long-standing initiative since 1994 to enhance shareholder value. As a significant player in homebuilding, NVR demonstrates robust financial health with strong profitability and balance sheet metrics. While insider selling shows caution, analysis suggests fair valuation and moderate positive analyst sentiment for the company.
NVR (NYSE:NVR) CAO Sells $4,050,000.00 in Stock
NVR's Chief Accounting Officer, Matthew Kelpy, sold 500 shares of the company's stock for $4.05 million, reducing his ownership significantly. This transaction follows NVR beating quarterly earnings expectations with an EPS of $121.54, though revenue saw a slight year-over-year decline. The stock currently trades around $8,100, with analysts having an average target price of $8,329.
NVR INC SEC 10-K Report
NVR Inc. released its 2025 10-K report, revealing a 2% decrease in revenues to $10,094 million and a 20% decrease in net income to $1,340 million, driven by lower units settled, higher lot costs, and pricing pressure. The company plans to navigate a challenging 2026 market by maintaining a strong balance sheet, utilizing disciplined lot acquisition strategies, and continuing share repurchases, despite expecting negative impacts on gross margins in the short term.
NVR, INC. ANNOUNCES SHARE REPURCHASE AUTHORIZATION
NVR, Inc. (NYSE: NVR) announced that its Board of Directors has authorized the repurchase of up to $750 million of its outstanding common stock. This authorization continues a stock repurchase program that began in 1994, aiming to maximize shareholder value. The company's repurchase efforts exclude purchases from officers, directors, and its employee benefit plans, and as of February 9, 2026, NVR had 2,793,760 shares outstanding.
$750M on the table: NVR gets green light to buy back its own stock
NVR's Board of Directors has authorized a new share repurchase program of up to $750 million of its outstanding common stock, with no expiration date. This move continues a long-standing capital return strategy that began in 1994, aiming to maximize shareholder value. As of February 9, 2026, NVR had 2,793,760 shares outstanding, and the authorization prohibits purchases from officers, directors, or employee benefit plan trusts.
Taylor Morrison Home (NYSE:TMHC) Beats Expectations in Strong Q4 CY2025
Taylor Morrison Home (NYSE:TMHC) reported better-than-expected Q4 CY2025 results, with revenue of $2.1 billion exceeding analyst estimates and non-GAAP profit of $1.91 per share beating consensus by 10%. Despite a year-on-year sales decline of 10.9%, the company highlighted strong operational metrics, a solid year of performance in 2025, and significant share repurchases, although future revenue and EPS growth are projected to decline.
Recent uptick might appease Hovnanian Enterprises, Inc. (NYSE:HOV) institutional owners after losing 0.8% over the past year
Institutional investors hold a 55% stake in Hovnanian Enterprises, Inc. (NYSE:HOV), making them the largest ownership group and significantly influencing the company's stock performance. While these institutions experienced a 0.8% loss over the past year, a recent US$91 million market cap gain provides some reprieve. The company's CEO, Ara Hovnanian, maintains a substantial insider ownership of 17%, aligning management interests with shareholders, while the top 11 shareholders collectively control 52% of the ownership.
ZenaTech’s Drone as a Service Expands Builder Services Capability Delivering Drone-Driven Speed and Precision to Surveying for Homebuilders
ZenaTech is expanding its Drone as a Service (DaaS) capabilities to offer drone-driven surveying services to national homebuilders, aiming to significantly reduce turnaround times for permit-ready survey data from 10 days to three or less. This initiative, leveraging the specialized skills of its acquired firm Cardinal Civil Resources, addresses a major challenge for residential builders by streamlining processes and accelerating home construction. The company plans to showcase these innovations at the 2026 International Builders’ Show.
ZenaTech integrates drone technology into land surveying for homebuilders
ZenaTech, Inc. is integrating drone-based workflows into its land surveying services for homebuilders, aiming to drastically cut survey delivery times. This expansion of its "Drone as a Service" (DaaS) operations, following the acquisition of Cardinal Civil Resources, seeks to streamline the permit process and accelerate construction timelines. Despite impressive revenue growth, the company is not yet profitable, with analysts anticipating a drop in net income this year.
ZenaTech’s Drone as a Service Expands Builder Services
ZenaTech is expanding its Drone as a Service (DaaS) offerings to include land surveying services for national homebuilders, aiming to deliver surveys in three days or less to speed up the permitting process. Leveraging the specialized skills of its acquired firm, Cardinal Civil Resources, ZenaTech seeks to innovate and lead in the trillion-dollar U.S. homebuilding market. The company will showcase its services at the 2026 International Builders’ Show.
Toll Brothers Announces New Luxury Home Community Coming Soon to San Bruno, California
Toll Brothers is launching Crestmoor Estates, a new luxury master-planned community in San Bruno, California, expected to open for sale in spring 2026. The community will feature two collections of single-family homes ranging from 2,300 to 2,800+ square feet, equipped with modern amenities and designed for energy efficiency. Located in San Mateo County, Crestmoor Estates offers scenic views and convenient access to San Francisco, Silicon Valley, and major transit systems.
Taylor Morrison Home (TMHC) Q4 Earnings Report Preview: What To Look For
Taylor Morrison Home (TMHC) is set to announce its Q4 earnings results this Wednesday morning. Analysts expect revenue to decline by 16.9% year-on-year to $1.96 billion and adjusted earnings to be $1.74 per share, despite the company's past record of exceeding revenue estimates. Investor sentiment in the home builders segment has been positive, with share prices up 8.2% on average over the last month.
Envestnet Asset Management Inc. Buys 203 Shares of NVR, Inc. $NVR
Envestnet Asset Management Inc. increased its stake in NVR, Inc. by 2.1% in Q3, purchasing an additional 203 shares to bring its total holding to 9,730 shares, valued at approximately $78.18 million. Institutional investors collectively own about 83.67% of NVR. The company recently reported strong Q3 earnings, beating analyst expectations with an EPS of $121.54 and revenue of $2.71 billion, despite a 5.2% year-over-year decline in quarterly revenue.
NVR, Inc. $NVR Shares Sold by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly reduced its stake in NVR, Inc. by 60% in the third quarter of the previous year, while other institutional investors like Norges Bank and Robeco increased their holdings. NVR, a homebuilding and mortgage banking company, exceeded quarterly earnings and revenue expectations despite a year-over-year decrease. Analysts generally maintain a "Moderate Buy" rating for NVR with a consensus target price of $8,329.40.
NVR Inc.: How a Quiet Homebuilder Became One of Wall Street’s Most Relentless Compounding Machines
NVR Inc. has established itself as a highly profitable and resilient homebuilder by adopting an asset-light, tightly controlled operational model. Unlike traditional builders, it relies on option contracts for land, standardized home designs, and integrated financing services, which reduce risk and optimize capital turns. This strategic approach allows NVR to achieve high margins and consistent free cash flow, making it a "compounding machine" in the cyclical housing industry, even if it lacks the national scale of some rivals.
NVR Inc.: How a Quiet Homebuilder Became One of Wall Street’s Most Relentless Compounding Machines
NVR Inc. has developed a highly successful, asset-light homebuilding model that emphasizes profitability and capital efficiency over traditional land-heavy strategies. By utilizing option contracts for land,
Diamond Hill Capital Management Inc. Decreases Stock Holdings in NVR, Inc. $NVR
Diamond Hill Capital Management Inc. reduced its stake in NVR, Inc. by 2.7% in the third quarter, now holding 40,118 shares worth $322.3 million. Despite the reduction, NVR remains the firm's 29th-largest holding, representing 1.5% of its portfolio. NVR recently exceeded quarterly earnings expectations with an EPS of $121.54 against a $105.42 consensus and $2.71 billion in revenue, although revenue was down 5.2% year-over-year.
NVR Inc.: How a Quiet Homebuilder Became One of Wall Street’s Most Remarkable Compounders
NVR Inc. is presented as a remarkably disciplined and capital-efficient homebuilder despite its unassuming public profile. The article highlights its unique business model, which eschews land ownership in favor of option agreements and emphasizes standardized building processes and integrated mortgage services. This strategy has allowed NVR Inc. to achieve consistent outperformance and maintain financial resilience, making it a compelling stock for long-term investors.
