Homebuilder highlights messy, real-life moments over perfect photos
Taylor Morrison (NYSE: TMHC) has launched a new brand platform called "Homes Built for Real Life," focusing on authentic, unfiltered home moments rather than idealized portrayals. This campaign aims to resonate with younger demographics like Millennials and Gen Z, who prefer honest content and responsive home designs. The initiative builds on the company's strong reputation and previous positive market reactions to trust-focused news.
The Top 5 Analyst Questions From Taylor Morrison Home's Q4 Earnings Call
Taylor Morrison Home's Q4 earnings surpassed Wall Street expectations, driven by strong demand in move-up and resort lifestyle communities and disciplined cost management. This article highlights the key questions posed by analysts during the earnings call, covering topics such as buyer mix, cost outlook, margin recovery, absorption trends, and land investment strategy. The company is focusing on core, higher-margin markets and optimizing its sales mix.
Taylor Morrison Home Corp. Faces Evaluation Adjustment Amid Financial Challenges and Market Underperformance
Taylor Morrison Home Corp. has experienced a shift in its technical trend from mildly bearish to sideways due to a recent evaluation adjustment. The company faces financial challenges, including a low interest coverage ratio and decreased cash reserves as of June 2025. Additionally, Taylor Morrison has underperformed the S&P 500 over the past year, with negative returns compared to the broader market's positive growth.
Taylor Morrison Home Corp (TMHC) Stock Price Up 6.66% on Feb 13
Shares of Taylor Morrison Home Corp (TMHC) rose 6.66% in mid-day trading on February 13, settling at $69.83. This places the stock near its 52-week high, with an average target price from analysts indicating an 8.56% upside. However, GuruFocus' estimated GF Value suggests a potential downside of 23.54%.
Taylor Morrison’s 2026 rebalance: romance over discounts
Taylor Morrison's Q4 2025 results indicate a strategic shift for 2026, moving away from incentive-driven entry-level markets towards core move-up and resort-lifestyle buyers. This rebalance focuses on differentiated products, personalization, and stronger margins, even if it means fewer closings and some near-term margin pressure. The company aims to prioritize sustainable economic models over volume in a challenging high-rate and high-price environment.
RBC Raises Price Target on Taylor Morrison Home to $68 Form $62, Keeps Outperform Rating
RBC has increased its price target for Taylor Morrison Home Corporation (TMHC) to $68 from $62, while maintaining an "Outperform" rating on the stock. This adjustment follows the company's Q4 2025 earnings call and financial results, which included reported Q4 revenue of $2.10 billion and adjusted EPS of $1.91 per share, both exceeding FactSet estimates.
Taylor Morrison Home Corporation (NYSE:TMHC) Q4 2025 Earnings Call Transcript
Taylor Morrison Home Corporation reported its Q4 2025 earnings, exceeding EPS expectations with strong performance despite challenging market conditions. The company highlighted its strategic focus on move-up and resort lifestyle segments, effective inventory management, and continued investment in technology and customer-centric strategies. They also provided optimistic guidance for 2026, anticipating growth acceleration in 2027 and beyond, supported by new community openings and a disciplined approach to capital allocation.
TMHC Q4 Deep Dive: Margins Narrow as Mix Shifts, Strategic Refocus on Move-Up and Resort Segments
Taylor Morrison Home (TMHC) surpassed revenue and adjusted earnings expectations in Q4 CY2025 despite a decline in sales. The company is strategically shifting its focus towards higher-margin move-up and resort lifestyle segments, such as its Esplanade brand, and investing in digital tools to stabilize margins. While short-term gross margins are expected to face pressure from spec home inventory, management anticipates gradual improvement throughout the year as the sales mix evolves.
Taylor Morrison reports fourth-quarter results with margin pressure and moderated closings
Taylor Morrison (TMHC) reported lower fourth-quarter revenue and earnings for 2025 due to softened demand, affordability pressures, and higher mortgage rates, leading to margin compression. Despite these challenges, the company maintained profitability, strengthened its balance sheet, and is positioning for longer-term growth. Management expects 2026 home closings to be in line with or modestly above 2025 levels, though gross margins are projected to remain under near-term pressure.
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.
Taylor Morrison Home Corp (NYSE:TMHC) Beats Q4 2025 Estimates Despite Pre-Market Stock Dip
Taylor Morrison Home Corp (NYSE:TMHC) reported strong Q4 and full-year 2025 financial results, surpassing Wall Street's expectations for both earnings and revenue. Despite the positive news, the stock saw a pre-market dip of approximately 3%, potentially due to investors taking profits or concerns about future momentum amidst economic uncertainties. The article highlights the company's robust operational execution and diverse brand strategy across various buyer segments.
Taylor Morrison beats Q4 expectations, shares rise on strong performance
Taylor Morrison Home Corporation (NYSE:TMHC) reported strong fourth-quarter results that surpassed analyst expectations, leading to a rise in its share price. The national homebuilder posted adjusted earnings per share of $1.91 and revenue of $1.96 billion, exceeding consensus estimates despite a year-over-year decline in revenue and home closings. The company also announced an expansion of its stock repurchase program to $1 billion.
Taylor Morrison: Q4 Earnings Snapshot
Taylor Morrison Home Corp. (TMHC) reported a fourth-quarter profit of $174 million, or $1.76 per share, surpassing Wall Street expectations with adjusted earnings of $1.91 per share. The home builder's revenue reached $2.1 billion for the quarter, also exceeding forecasts. For the full year, the company posted a profit of $782.5 million on revenue of $8.12 billion.
TAYLOR MORRISON HOME ($TMHC) Releases Q4 2025 Earnings
TAYLOR MORRISON HOME ($TMHC) announced its Q4 2025 earnings, reporting $1.91 per share, exceeding estimates of $1.79. The company also surpassed revenue estimates with $2,099,639,999. The article details recent insider trading activity, hedge fund movements, congressional trades, and analyst ratings for TMHC.
Taylor Morrison Reports Fourth Quarter and Full Year 2025 Results
Taylor Morrison Home Corporation announced its financial results for the fourth quarter and full year ending December 31, 2025, showing strong performance despite challenging market conditions. The company reported a full-year net income of $783 million and closed 12,997 homes at an average price of $597,000. Strategic initiatives included substantial land investment and an increased stock repurchase program, with a positive outlook for 2026.
Taylor Morrison Reports Fourth Quarter and Full Year 2025 Results
Taylor Morrison Home Corporation announced strong financial results for the fourth quarter and full year ended December 31, 2025. The company reported net income of $174 million for the fourth quarter and $783 million for the full year, with significant share repurchases. Despite challenging market conditions, the company met or exceeded expectations and provided guidance for 2026, including plans for continued share repurchases and refocusing efforts in its portfolio.
Taylor Morrison: Fourth Quarter Earnings Overview
Taylor Morrison Home Corp. reported strong fourth-quarter results, exceeding analyst expectations. The company announced a net income of $174 million, with adjusted earnings per share of $1.91, surpassing the anticipated $1.73. Quarterly revenue also exceeded forecasts, reaching $2.1 billion.
Taylor Morrison: Q4 Earnings Snapshot
Taylor Morrison Home Corp. reported a strong Q4 performance, with profits of $174 million, or $1.91 per share adjusted, surpassing Wall Street's expectations of $1.73 per share. The company also exceeded revenue forecasts, posting $2.1 billion against an expected $1.95 billion. For the full year, Taylor Morrison achieved a profit of $782.5 million on $8.12 billion in revenue.
Taylor Morrison faces earnings test as homebuilder margins pressured
Taylor Morrison (TMHC) is set to release its fourth-quarter earnings, facing scrutiny over margins and builder confidence in the homebuilding industry. Analysts anticipate sequential declines in EPS and revenue due to seasonal slowdowns and market headwinds, although Wall Street maintains a bullish outlook with an average price target implying significant upside. Investors will closely watch for gross margin stability, 2026 guidance for delivery volumes and sales, and the impact of the company's buyer mix on its performance.
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.
BofA Downgrades Taylor Morrison Home Corporation (TMHC) to Neutral, Flags EPS and Delivery Risks Despite Valuation Appeal
BofA has downgraded Taylor Morrison Home Corporation (TMHC) to Neutral from Buy, increasing its price target to $70 from $68. This decision comes despite the stock's attractive valuation, due to concerns about potential lower deliveries compared to peers, leading to a 6% reduction in BofA's 2026 EPS estimates. Taylor Morrison reported solid Q3 2025 earnings and is expanding its portfolio with plans to open over 100 new communities, alongside leveraging an AI-powered digital assistant to enhance the homebuying experience.
BofA Downgrades Taylor Morrison Home Corporation (TMHC) to Neutral, Flags EPS and Delivery Risks Despite Valuation Appeal
BofA has downgraded Taylor Morrison Home Corporation (TMHC) to Neutral from Buy, increasing the price target to $70 from $68 but lowering 2026 EPS estimates by 6%. The firm cited potential downside risk to consensus EPS due to lower deliveries compared to peers, despite the stock's attractive valuation. Taylor Morrison reported strong Q3 2025 results, plans to open over 100 new communities, and is expanding its portfolio while incorporating technology like an AI-powered digital assistant.
BofA Downgrades Taylor Morrison Home Corporation (TMHC) to Neutral, Flags EPS and Delivery Risks Despite Valuation Appeal
BofA has downgraded Taylor Morrison Home Corporation (TMHC) from Buy to Neutral, citing potential downside risks to EPS estimates due to lower projected deliveries compared to peers, despite the stock's attractive valuation. The firm also adjusted its price target for TMHC to $70 from $68 and lowered its 2026 EPS estimates by 6%. Taylor Morrison, a prominent homebuilder, is noted for its strong Q3 2025 results, strategic initiatives like an AI-powered digital assistant, and plans to open over 100 new communities.
BofA Downgrades Taylor Morrison Home Corporation (TMHC) to Neutral, Flags EPS and Delivery Risks Despite Valuation Appeal
BofA has downgraded Taylor Morrison Home Corporation (TMHC) to Neutral from Buy, despite the stock's attractive valuation, citing potential downside risks to earnings per share due to lower deliveries compared to peers. The firm raised its price target to $70 from $68 but lowered its 2026 EPS estimates by 6%. Taylor Morrison, a major U.S. homebuilder, highlighted solid Q3 2025 results and strategic initiatives like an AI-powered digital assistant for homebuyers, and plans to open over 100 new communities, yet BofA maintains a cautious outlook.
Homebuilder Taylor Morrison sells off its first build-to-rent project in Charlotte market
Taylor Morrison Home Corp. has sold its first build-to-rent project in the Charlotte market, Yardly Monroe, for $41.25 million. The community consists of 151 rental units. This sale marks a significant transaction for the homebuilder in the region's burgeoning rental housing sector.
Federated Hermes Inc. Sells 92,505 Shares of Taylor Morrison Home Corporation $TMHC
Federated Hermes Inc. significantly reduced its stake in Taylor Morrison Home Corporation (NYSE:TMHC) by 73.1%, selling 92,505 shares and retaining 34,017 shares valued at approximately $2.245 million. Despite this, Taylor Morrison Home maintains a "Moderate Buy" consensus rating from Wall Street analysts, with a target price of $77.14. Multiple other institutional investors have also adjusted their positions in the homebuilding company.
Lennar, Taylor Morrison Plan 1 Million 'Trump Homes' Project To Address Housing Affordability: Report
Lennar (NYSE: LEN) and Taylor Morrison Home Corp (NYSE: TMHC) are reportedly planning a one million "Trump Homes" project to address housing affordability. This program would involve building entry-level homes and offering a "pathway-to-ownership" where private investors finance the homes, and after three years, rent payments can be converted to a down payment. The proposal, pitched to the Trump Administration in 2025, aims to deliver $250 billion worth of housing, with initial losses borne by private investors.
│‘Trump Homes’ Threatens to Be the Next Big Grift
│A new large-scale program called "Trump Homes" is being developed by homebuilders like Lennar Corp. and Taylor Morrison Home Corp. The initiative aims to provide up to a million entry-level homes to ease housing affordability, with a pathway-to-ownership program where rental payments can be applied towards a down payment after three years. This development comes amid conflicting statements from President Trump regarding housing costs and while the administration claims not to be actively considering the plan.
These Homebuilder Shares Rise After News of Proposed 'Trump Homes' Construction Plan
Homebuilder stocks, including Lennar and Taylor Morrison Home Corp., saw gains after news of a proposed "Trump homes" construction plan aimed at increasing housing affordability. The plan suggests building up to one million new homes in a rent-to-own scheme, allowing initial rent payments to count towards a down payment. While a White House representative confirmed ongoing consideration of affordability measures, they described specific reports as "speculative" prior to an official announcement.
These Homebuilder Shares Rise After News of Proposed 'Trump Homes' Construction Plan
Homebuilder stocks, including Lennar (LEN) and Taylor Morrison Home Corp. (TMHC), saw gains after reports that the Trump administration is considering a "Trump homes" construction plan. This initiative aims to address housing affordability through a rent-to-own scheme, potentially leading to the creation of up to one million new homes. While specifics are still under consideration, the proposal suggests private investor support and a path to homeownership for renters.
What Are Trump Homes? Lennar, Taylor Morrison Explore Plan To Build Up To 1 Million Affordable Houses
Major U.S. homebuilders, including Lennar and Taylor Morrison, are exploring a proposal to build up to one million "Trump Homes" using a private investor-backed rent-to-own model. This initiative aims to address the nation's housing affordability crisis by increasing supply. Although not actively under White House consideration, the plan has garnered significant investor interest.
Taylor Morrison Recognized on Fortune's 2026 World's Most Admired Companies List
Taylor Morrison, America's Most Trusted® Home Builder, has been named to Fortune's 2026 World's Most Admired Companies list, ranking second among homebuilders. This marks their third appearance on the prestigious list, earned through high scores in social responsibility, quality of management, products/services, and innovation. The recognition highlights Taylor Morrison's commitment to evolving with purpose and setting industry standards for customer experience.
1 Safe-and-Steady Stock with Competitive Advantages and 2 Facing Challenges
The article analyzes one low-volatility stock (Stryker) with competitive advantages and two (Taylor Morrison Home and Gilead Sciences) facing challenges. Taylor Morrison Home is highlighted for cratering demand and underperforming earnings, while Gilead Sciences is noted for slow revenue growth and declining operating margins. Stryker, conversely, is praised for healthy organic revenue growth, economies of scale, and increasing earnings per share.
Mitsubishi UFJ Trust & Banking Corp Has $982,000 Position in Taylor Morrison Home Corporation $TMHC
Mitsubishi UFJ Trust & Banking Corp significantly reduced its stake in Taylor Morrison Home Corporation (NYSE:TMHC) by 58.7% in the third quarter, now holding 14,872 shares valued at approximately $982,000. Despite this reduction, institutional investors collectively own 95.16% of the company's stock, and Wall Street analysts currently rate TMHC a "Moderate Buy" with a consensus price target of $77.14. The homebuilder's stock trades near $60.93, has a market cap of $5.95 billion, and a P/E ratio of 7.34.
Lennar, Taylor Morrison Among Builders Reportedly Working On 'Trump Homes' Plan For About A Million Units: LEN, TMHC Stocks Rise
Lennar Corp. (LEN) and Taylor Morrison Home Corp. (TMHC) are reportedly involved in a "Trump Home" initiative to build around a million housing units. The plan aims to facilitate homeownership by allowing monthly rent payments to count towards a down payment after three years of renting, targeting approximately $250 billion in new construction. Former President Trump has also vocalized support for housing affordability through actions on mortgage bonds and criticism of institutional home-buying.
Ruffer LLP Has $222,000 Stake in Taylor Morrison Home Corporation $TMHC
Ruffer LLP significantly reduced its stake in Taylor Morrison Home Corporation (NYSE: TMHC) by 96.7% in Q3, now holding shares valued at $222,000. Despite this, institutional investors collectively own a substantial 95.16% of the stock, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $77.14, above its current trading price of $61.19. The article details analyst ratings, institutional investor activity, and key financial metrics for Taylor Morrison Home Corporation.
94,393 Shares in Taylor Morrison Home Corporation $TMHC Bought by Whittier Trust Co.
Whittier Trust Co. recently purchased 94,393 shares of Taylor Morrison Home Corporation (NYSE:TMHC) in the third quarter, a new stake valued at approximately $6.41 million. This acquisition contributes to the high institutional ownership of the stock, which stands at about 95.16%. Analysts maintain a "Moderate Buy" consensus rating for TMHC, with an average price target of $77.14, despite some recent downgrades and varied price objectives.
Whittier Trust Co. of Nevada Inc. Takes Position in Taylor Morrison Home Corporation $TMHC
Whittier Trust Co. of Nevada Inc. has acquired a new stake in Taylor Morrison Home Corporation (NYSE:TMHC), purchasing 53,907 shares valued at approximately $3.66 million. This investment represents about 0.05% of the company, with institutional investors collectively owning 95.16% of TMHC. Analysts currently rate Taylor Morrison Home as a "Moderate Buy" with a consensus target price of $77.14.
3 Value Stocks with Questionable Fundamentals
This article identifies three value stocks—Taylor Morrison Home (TMHC), Pediatrix Medical Group (MD), and Penske Automotive Group (PAG)—that, despite appearing cheap, possess questionable fundamentals according to StockStory's analysis. The author highlights concerns such as declining sales, weak earnings growth, and eroding returns on capital for each company. Instead of these "value traps," the article recommends considering high-quality alternatives from StockStory's curated list of top-performing stocks.
31,633 Shares in Taylor Morrison Home Corporation $TMHC Bought by Campbell & CO Investment Adviser LLC
Campbell & CO Investment Adviser LLC has acquired a new position of 31,633 shares in Taylor Morrison Home Corporation (NYSE:TMHC), valued at approximately $2.09 million. This transaction contributes to institutional investors collectively owning about 95.16% of the company's stock. Taylor Morrison recently surpassed quarterly EPS estimates but saw a slight revenue decline year-over-year, while analysts maintain a "Moderate Buy" rating for the stock with a consensus target price of $77.14.
Taylor Morrison Looks Cheap, But Mortgage Rates Still Call The Shots
Taylor Morrison Home Corporation (TMHC) appears undervalued with a forward P/E of 7.67x, strong capital returns, and a disciplined approach to asset management. However, its performance remains highly susceptible to mortgage rate fluctuations, consumer confidence, and overall housing market conditions, leading to potential volatility despite its financial health and share buybacks. Long-term investors may see an opportunistic pick if rates ease, but sector-averse investors might prefer to wait for clearer signs of market recovery.
Why Taylor Morrison Home (TMHC) Stock Is Up Today
Taylor Morrison Home (TMHC) stock rose 4.4% after Citizens initiated coverage with a "Market Outperform" recommendation, suggesting a 28.4% potential upside. The homebuilding sector also benefited from a government announcement to buy $200 billion in mortgage bonds, aiming to lower mortgage rates. RBC Capital maintained its "Outperform" rating on Taylor Morrison, despite a slight price target adjustment.
Why Taylor Morrison Home (TMHC) Shares Are Rising Today
Taylor Morrison Home (TMHC) stock rose by 4.4% following a "Market Outperform" rating from Citizens and a government initiative to reduce mortgage rates. Other homebuilders also saw gains. RBC Capital reaffirmed its "Outperform" rating but adjusted its price target for TMHC from $68 to $62.
Why Taylor Morrison Home (TMHC) Shares Are Rising Today
Taylor Morrison Home (TMHC) stock rose 4.4% following Citizens initiating coverage with a "Market Outperform" rating and a government initiative to purchase $200 billion in mortgage-backed securities to reduce mortgage rates. RBC Capital also reaffirmed its "Outperform" rating, despite lowering its price target. The homebuilding sector generally saw gains due to these developments, positioning Taylor Morrison's stock at a 7.6% increase year-to-date.
Taylor Morrison Achieves 11th Consecutive Year as America's Most Trusted Home Builder
Taylor Morrison has been recognized for the 11th consecutive year as America's Most Trusted Home Builder, achieving a Net Trust Score of 115.7 in 2026, surpassing the national average. The company saw a 5.6 point increase from 2025, indicating strong customer relationship management and brand loyalty. Analyst views on TMHC stock are mixed, with an average 1-year price target of $73.00, despite some recent downgrades reflecting caution in the housing market.
Why Taylor Morrison Home (TMHC) Stock Is Up Today
Shares of homebuilder Taylor Morrison Home (TMHC) rose 4.4% today after Citizens initiated coverage with a "Market Outperform" rating and the government announced a $200 billion mortgage bond purchase to lower rates. This move helped the broader homebuilding sector, with other homebuilders also seeing stock increases. Despite a dip in its price target from RBC Capital, Taylor Morrison Home is up 7.6% since the beginning of the year.
Why Taylor Morrison Home (TMHC) Stock Is Up Today
Shares of Taylor Morrison Home (TMHC) rose by 4.4% after Citizens initiated coverage with a "Market Outperform" recommendation and the government announced a $200 billion purchase of mortgage bonds to lower rates. This positive news, coupled with RBC Capital maintaining an "Outperform" rating, boosted the homebuilder and its peers. Despite the rise, the stock is still trading below its 52-week high from September 2025.
Vaughan Nelson Investment Management L.P. Acquires New Shares in Taylor Morrison Home Corporation $TMHC
Vaughan Nelson Investment Management L.P. has acquired a new stake of 578,540 shares in Taylor Morrison Home Corporation (NYSE:TMHC), valued at approximately $38.19 million, according to its latest 13F filing. This acquisition represents about 0.58% of the homebuilder's stock. Wall Street analysts maintain a "Buy" consensus rating for Taylor Morrison, with an average price target of $78.00, reflecting optimism for the company's future performance.
Taylor Morrison Announces Date for Fourth Quarter 2025 Earnings Release and Webcast Conference Call
Taylor Morrison Home Corporation announced that it will release its fourth quarter 2025 financial results on Wednesday, February 11, 2026, before the market opens. The company will also hold a conference call and live audio webcast at 8:30 a.m. ET on the same day to discuss these results. Interested participants can find details and registration information on Taylor Morrison's investor relations website.
Taylor Morrison Announces Date for Fourth Quarter 2025 Earnings Release and Webcast Conference Call
Taylor Morrison Home Corporation (NYSE: TMHC) has announced that it will release its fourth quarter 2025 financial results before market open on Wednesday, February 11, 2026. A conference call to discuss these results will be held on the same day at 8:30 a.m. ET, which will also be available as a live audio webcast on the company's Investor Relations website.
