Taylor Morrison (NYSE: TMHC) investors approve board, pay and auditor slate
Taylor Morrison Home Corporation stockholders elected eight directors, approved executive compensation on an advisory basis, and ratified Deloitte & Touche LLP as their independent registered public accounting firm for the fiscal year ending December 31, 2026. They also voted to hold future "say-on-pay" advisory votes annually.
TMHC Stock Price, Quote & Chart | TAYLOR MORRISON HOME CORP (NYSE:TMHC)
This article provides a comprehensive overview of Taylor Morrison Home Corp (NYSE:TMHC) stock, detailing its current price, performance metrics, key statistics, and financial analysis. It includes information on earnings, analyst forecasts, and industry comparisons, along with a company profile describing its residential homebuilding business.
Taylor Morrison Home stock hits 52-week low at $54.56
Taylor Morrison Home (TMHC) stock has fallen to a 52-week low of $54.56, representing a 25% drop from its high and a 4.86% decline over the past year. This dip reflects ongoing housing market challenges and investor concerns, despite an InvestingPro tip suggesting the stock is undervalued with a P/E ratio of 8.32. Analysts, however, maintain a positive outlook for TMHC, reiterating Buy/Outperform ratings and raising price targets following the company's strong Q1 2026 earnings.
UBS Group AG Has $33.89 Million Holdings in Taylor Morrison Home Corporation $TMHC
UBS Group AG reduced its stake in Taylor Morrison Home Corporation by 34.1% in the fourth quarter, holding 575,725 shares worth $33.89 million. Despite this sale, institutional investors still hold 95.16% of the company's stock. Wall Street analysts maintain a "Moderate Buy" consensus rating with an average target price of $77.43, following the company's strong earnings beat in its latest quarter.
Truist reiterates Buy on Taylor Morrison Home stock, cites valuation
Truist Securities has reiterated a Buy rating on Taylor Morrison Home (NYSE: TMHC) with an $80.00 price target, citing the stock's undervaluation as it trades at approximately 0.9 times price-to-book value. This valuation is supported by InvestingPro data and the company's estimated 27% return on equity. The active adult housing segment, which constitutes 20% of its mix, is expected to drive further growth and higher gross margins, despite potential near-term volatility due to 10-year Treasury fluctuations.
Taylor Morrison Home and Installed Building Products Shares Plummet, What You Need To Know
Shares of Taylor Morrison Home (TMHC) and Installed Building Products (IBP) fell due to renewed Middle East tensions driving up Treasury yields and threatening mortgage rates. Homebuilders are doubly exposed as rising rates hurt affordability and oil price surges increase logistics costs. The National Association of Home Builders confidence index also dropped, indicating a fragile market that could worsen with sustained mortgage rate increases.
Vanguard Group Inc. Reduces Stock Holdings in Taylor Morrison Home Corporation $TMHC
Vanguard Group Inc. decreased its stake in Taylor Morrison Home Corporation by 2.9% in Q4, reducing its holdings to 9,396,572 shares valued at $553.2 million. Despite this, Taylor Morrison reported better-than-expected quarterly earnings with $1.12 EPS against an estimated $0.82, though revenue declined year-over-year. The stock is currently trading near $58.55 with a consensus "Moderate Buy" rating and an average target price of $77.43 from analysts.
Vanguard files Schedule 13G on Taylor Morrison (NYSE: TMHC) showing 5.08% stake
Vanguard Capital Management has filed a Schedule 13G indicating a beneficial ownership of 4,901,029 shares, or a 5.08% stake, in Taylor Morrison Home Corp. The filing specifies that Vanguard possesses sole dispositive power over all these shares and sole voting power over 744,010 shares. This disclosure, signed by Ashley Grim on April 30, 2026, provides transparency regarding Vanguard's significant investment in the company.
Taylor Morrison Home (NYSE:TMHC) Raised to Hold at Zacks Research
Zacks Research has upgraded Taylor Morrison Home (NYSE:TMHC) from a "strong sell" to a "hold" rating, reflecting improved analyst sentiment. This upgrade follows the company's Q1 earnings, which surpassed estimates with an EPS of $1.12 and revenue of $1.39 billion. Despite the positive Q1 performance and management's reaffirmation of 2026 guidance and a stock buyback program, revenue and EPS remain lower year-over-year, and margins were compressed due to a shift towards to-be-built homes.
KTF Investments LLC Acquires Shares of 93,490 Taylor Morrison Home Corporation $TMHC
KTF Investments LLC has acquired 93,490 shares of Taylor Morrison Home Corporation (NYSE:TMHC) in the fourth quarter, representing a new stake valued at approximately $5.50 million. This acquisition makes Taylor Morrison Home the 27th largest position in KTF Investments LLC's portfolio. The homebuilder recently surpassed quarterly EPS estimates and reported revenues of $1.39 billion, though revenue was down 26.8% year-over-year.
Taylor Morrison pares incentives and leans into buyer choice
Taylor Morrison reported weaker Q1 2026 results with revenue and closings down, but achieved better-than-expected gross margins by shifting its strategy. The company is prioritizing build-to-order homes, reducing incentives, and focusing on customer choice and value over transactional coercion. This strategic pivot aims to ensure margin integrity and long-term growth by aligning product and land investments with specific buyer segments and expanding community offerings.
Teacher Retirement System of Texas Boosts Stake in Taylor Morrison Home Corporation $TMHC
The Teacher Retirement System of Texas increased its stake in Taylor Morrison Home Corporation by 12.6% in Q4, acquiring an additional 16,242 shares to own a total of 145,007 shares valued at $8.54 million. This move highlights institutional confidence in the homebuilder, as other hedge funds also adjusted their positions, and the company recently beat earnings estimates despite a year-over-year revenue decline. Analysts currently rate the stock as a "Moderate Buy" with a consensus price target of $77.43.
Taylor Morrison Revenue Reaches $1.3 Billion in Q1 2026
Taylor Morrison Home Corporation reported $1.3 billion in revenue for Q1 2026, delivering 2,268 homes at an average price of $578,000 despite high mortgage rates. The company highlighted increased demand for build-to-order homes, growing its backlog by 23%, and reaffirmed its full-year guidance of approximately 11,000 home closings. This performance reflects disciplined execution and strategic capital allocation, including $150 million in share repurchases.
Taylor Morrison Home Corporation (NYSE:TMHC) Given Average Recommendation of "Moderate Buy" by Brokerages
Ten analysts have given Taylor Morrison Home Corporation (NYSE:TMHC) an average rating of "Moderate Buy," with an average 12-month price target of $77.43. The company recently reported Q1 EPS of $1.12, beating expectations, and revenue of $1.39 billion, also exceeding estimates, though revenue was down 26.8% year-over-year. Despite mixed analyst sentiment and a wide range of price targets, institutional investors hold a significant portion of the stock.
Taylor Morrison stock rating maintained at outperform by Citizens
Citizens has reiterated an Outperform rating and a $95.00 price target for Taylor Morrison Home (NYSE:TMHC), noting that the stock appears undervalued based on InvestingPro analysis. The company reported strong first-quarter 2026 earnings, surpassing analyst expectations, driven by record attendance and high conversion rates at design center open house events. Taylor Morrison's build-to-order business has significantly increased, with the company leveraging forward mortgage rate lock commitments to attract buyers.
RBC Raises Price Target on Taylor Morrison Home to $69 From $68, Keeps Outperform Rating
RBC has increased its price target for Taylor Morrison Home Corporation (TMHC) to $69 from $68, while maintaining its "Outperform" rating on the stock. This adjustment follows the company's Q1 2026 earnings report, where it posted adjusted EPS of $1.12 per share, exceeding FactSet's estimate of $0.83, and revenue of $1.39 billion, also above the estimated $1.32 billion. The article also notes other recent analyst rating changes and the company's business overview, highlighting its homebuilding and land development operations across 11 states.
Taylor Morrison Home Corporation (NYSE:TMHC) Q1 2026 Earnings Call Transcript
Taylor Morrison Home Corporation (NYSE:TMHC) reported its Q1 2026 earnings, beating expectations with an EPS of $1.03 against an anticipated $0.82. The company delivered 2,268 homes, generating $1.3 billion in revenue with an adjusted gross margin of 20.6%. Despite macro uncertainties, Taylor Morrison reaffirmed its full-year 2026 guidance, driven by a diversified strategy, focus on desirable locations, effective cost management, and a significant shift towards to-be-built orders.
Wolfe Research raises Taylor Morrison Home stock price target on valuation
Wolfe Research has increased its price target for Taylor Morrison Home (NYSE:TMHC) to $76 from $73, maintaining an Outperform rating. This adjustment follows strong financial results, with the company outperforming analyst expectations in its first-quarter 2026 earnings, reporting higher-than-forecasted EPS and revenue. The stock's valuation metrics and outperformance relative to its peer group and the S&P 500 support Wolfe Research's optimistic outlook.
Taylor Morrison Home Corp (TMHC) Q1 2026 Earnings Call Highlight
Taylor Morrison Home Corp (TMHC) reported its Q1 2026 earnings, highlighting strong liquidity and a 23% increase in backlog despite a 14% year-over-year decline in net orders. The company achieved an adjusted home closings gross margin of 20.6% and repurchased $150 million in shares. Challenges included decreased net income and elevated SG&A expenses, yet management remains optimistic about gradual margin improvement and sustained buyer interest, particularly for to-be-built homes.
Taylor Morrison Home Crushes Q1 2026 Profit Estimates by 28.7%
Taylor Morrison Home Corporation (NYSE: TMHC) reported Q1 2026 adjusted earnings of $1.12 per share, significantly beating analyst estimates of $0.87 by 28.7%. Despite a 26.8% decline in revenue to $1.39 billion due to challenges in the residential construction sector, the company achieved a net income of $98.6 million, demonstrating strong cost management and operational efficiency. Analysts maintain a moderately optimistic outlook on TMHC, with particular attention on the sustainability of margins and future growth strategies.
Taylor Morrison Home Q1: Revenue $1.39B, EPS $1.01 — Quarterly 10-Q Summary
Taylor Morrison Home reported first-quarter revenue of $1.39 billion and diluted EPS of $1.01, a decline from the prior year due to fewer home closings and lower margin leverage. Despite these pressures, the company maintained active land investment and expanded its land-banking strategy to support future supply. This performance reflects near-term challenges from mix shifts and closing volumes, with some offset from increased speculative home sales.
Taylor Morrison (NYSE: TMHC) Q1 2026 revenue and profit fall
Taylor Morrison Home Corporation reported a significant decline in Q1 2026 revenue and net income compared to the previous year. Total revenue decreased to $1.39 billion from $1.90 billion, and net income fell to $98.6 million, or $1.01 diluted EPS, from $213.5 million. This downturn was attributed to a decrease in home closings, narrower gross margins due to increased incentives and quick move-in sales, and reduced net sales orders and backlog, though the company maintains solid liquidity.
Taylor Morrison Home Crushes Q1 2026 Profit Estimates by 28.7%
Taylor Morrison Home Corporation (NYSE: TMHC) reported strong Q1 2026 adjusted earnings of $1.12 per share, significantly beating analyst estimates of $0.87, despite a revenue decline to $1.39 billion. This outperformance was attributed to effective cost management and pricing discipline, leading to a net income of $98.6 million. The company's volume metrics show stabilizing demand, with Wall Street maintaining a constructive outlook, though future margin sustainability amidst revenue pressures will be a key factor to watch.
Earnings call transcript: Taylor Morrison Home beats Q1 2026 forecasts
Taylor Morrison Home (TMHC) surpassed Q1 2026 forecasts with an EPS of $1.12 and revenue of $1.39 billion, leading to a 3.89% pre-market stock increase. Despite a decline in home closings, the company achieved a higher average selling price and a gross margin that exceeded guidance. Executives highlighted strategic initiatives, cost management, and a shift towards to-be-built orders as key drivers, with a positive outlook for future growth and reaffirmation of full-year guidance.
Taylor Morrison Home Q1 2026 Earnings Call Transcript
Taylor Morrison Home reported strong Q1 2026 results with $1.3 billion in home closings revenue and an adjusted gross margin of 20.6%. The company invested significantly in land and development and share repurchases, while strategically increasing to-be-built orders and expanding community openings, including their Esplanade brand. Management reaffirmed full-year 2026 guidance, projecting approximately 11,000 home closings and anticipates gradual margin improvement in the latter half of the year.
M&T Bank Corp Purchases 1,054,436 Shares of Taylor Morrison Home Corporation $TMHC
M&T Bank Corp significantly increased its stake in Taylor Morrison Home Corporation by purchasing over a million shares in Q4, bringing its total ownership to about 1.08% valued at $62.29 million. Taylor Morrison Home exceeded Q4 earnings and revenue expectations, reporting an EPS of $1.12 against an estimated $0.82. Analyst sentiment for the company is mixed but leans positive, with an average "Moderate Buy" rating and a target price of $77.33.
TAYLOR MORRISON HOME ($TMHC) Releases Q1 2026 Earnings
TAYLOR MORRISON HOME ($TMHC) reported strong Q1 2026 earnings, surpassing analyst estimates for both earnings per share and revenue. The company posted earnings of $1.12 per share against an estimate of $0.87, and revenue of $1.387 billion, exceeding the $1.369 billion estimate. The article also provides details on hedge fund activity, congressional stock trading, and recent analyst price targets for TMHC.
Taylor Morrison beats estimates but shares edge down on margin pressure
Taylor Morrison Home Corporation reported first-quarter results exceeding Wall Street expectations with adjusted EPS of $1.12 and revenue of $1.39 billion. However, shares declined 1.58% in after-hours trading due to compressed margins and a 26.8% year-over-year revenue decrease. The company reaffirmed its full-year 2026 guidance expecting approximately 11,000 closings.
Revenue drops as Taylor Morrison (NYSE: TMHC) posts Q1 2026 earnings
Taylor Morrison Home Corporation reported a significant decline in its Q1 2026 financial results, with total revenue falling 26.8% to $1.39 billion and net income dropping by more than 50% year-over-year. Despite the weaker performance, marked by lower home closings revenue and reduced gross margins, the company reaffirmed its full-year 2026 guidance for home closings and average selling price. Management highlighted an increase in "to-be-built" orders and a moderate leverage position, signaling confidence in future growth.
Taylor Morrison reports Q1 2026: $1.31B home closings revenue, $99M net income, $1.12 adjusted diluted EPS
Taylor Morrison (TMHC) reported its first-quarter 2026 results, with home closings revenue reaching $1.311 billion and net income at $98.6 million, or $1.01 diluted EPS. When adjusted, net income was $109.2 million and diluted EPS was $1.12. The company closed 2,268 homes, ending the quarter with strong liquidity of approximately $1.6 billion.
Taylor Morrison: Q1 Earnings Snapshot
Taylor Morrison Home Corp. (TMHC) reported strong first-quarter results, with profits reaching $98.6 million or $1.01 per share. Adjusted earnings of $1.12 per share surpassed Wall Street expectations of 82 cents. The home builder also exceeded revenue forecasts, posting $1.39 billion against an expected $1.33 billion.
Taylor Morrison Home stock (US87724P1066): Why mobile-first delivery now matters more for homebuilde
The article discusses how Google's 2026 Discover Core Update is revolutionizing how investors receive information on homebuilder stocks like Taylor Morrison Home (NYSE: TMHC). It emphasizes that mobile-first delivery provides proactive insights on key financial metrics, land acquisition updates, and market trends directly to users' mobile feeds, eliminating the need for manual searching. This shift helps investors stay better informed about TMHC's performance, operational strategies, and market positioning amidst evolving housing market dynamics.
TMHC SEC Filings - Taylor Morrison Home Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Taylor Morrison Home Corp (TMHC) SEC filings, including annual 10-K reports, quarterly 10-Q statements, and 8-K material event disclosures, along with insider trading forms. It highlights recent Form 8-K filings detailing debt management, credit agreement amendments, and governance changes, with AI-powered summaries to explain key terms for investors. The page also lists recent insider trading activities, such as option exercises and share sales by executives.
[ARS] Taylor Morrison Home Corp SEC Filing
This article reports on an ARS SEC filing by Taylor Morrison Home Corp (TMHC) on April 10, 2026, at 4:26 PM. The filing is assessed as having a low impact and neutral sentiment. Readers can view the original PDF document on SEC EDGAR and find more information about TMHC, its stock performance, and recent news.
SG Americas Securities LLC Raises Stake in Taylor Morrison Home Corporation $TMHC
SG Americas Securities LLC significantly increased its stake in Taylor Morrison Home Corporation, boosting its holdings by 521.5% in Q4 2025. This move, alongside similar actions by other institutional investors like UBS AM and Marshall Wace LLP, highlights strong institutional interest in the company, which now has 95.16% institutional ownership. Analysts maintain a "Moderate Buy" consensus rating for TMHC, projecting potential upside from its current price.
Barclays Cuts Taylor Morrison Home (NYSE:TMHC) Price Target to $68.00
Barclays has lowered its price target for Taylor Morrison Home (NYSE:TMHC) to $68.00 from $70.00 but maintained an "overweight" rating, suggesting a potential 16.11% upside. The construction company currently has a "Moderate Buy" consensus rating among analysts with a $78.00 price target, though recent analyst opinions have been mixed. Institutional ownership in Taylor Morrison Home is notably high at 95.16%, with several large investors increasing their stakes in the company.
Taylor Morrison Home (NYSE:TMHC) Downgraded by Seaport Research Partners to "Strong Sell"
Seaport Research Partners downgraded Taylor Morrison Home (NYSE:TMHC) from "strong-buy" to "strong sell." Despite this, the consensus analyst rating remains a "Moderate Buy" with an average price target of $78.29. The stock is currently trading around $55.90, with institutional investors owning approximately 95% of the shares.
Taylor Morrison Home Corp (TMHC) Shares Down 4.36% on Apr 7
Shares of Taylor Morrison Home Corp (TMHC) fell 4.36% on April 7, trading at $56.04 after reaching an intraday low of $55.72. The stock is 22.70% below its 52-week high and 7.99% above its 52-week low. Wall Street analysts have an average target price of $72.83, suggesting a 29.95% upside, while GuruFocus estimates a GF Value of $53.03, indicating a 5.38% downside.
Seaport cuts Taylor Morrison Home stock rating on housing slowdown concerns
Seaport Global Securities downgraded Taylor Morrison Home (NYSE:TMHC) to Sell from Buy, lowering its price target due to concerns over a housing slowdown and reduced job growth. Analyst earnings forecasts for TMHC have been revised downwards, and the firm expects a delay in margin stability for homebuilders. Despite the downgrade, InvestingPro analysis suggests the stock is undervalued, while other recent analyst actions from Truist Securities and BofA Securities show varying sentiments.
TMHC Financials: Revenue Breakdown, Margins & Competitor Comparison
The article provides a financial overview of Taylor Morrison Home Corp (TMHC), detailing its revenue breakdown, profitability margins, and a comparison with competitors. Home Sales is the primary revenue driver, contributing 95.5% of total sales. TMHC's gross margin stands at 22.04%, with an operating margin of 11.99% and a net margin of 8.43%.
Taylor Morrison (TMHC) director Yip receives 408 deferred stock units
Taylor Morrison Home Corp director Christopher J. Yip was granted 408 deferred stock units as part of his compensation under the company's Non-Employee Director Deferred Compensation Plan. These units, which convert to common shares, will be settled by September 1, 2028, or upon his separation from the board or a change in control, and are considered routine non-cash compensation. Following this transaction, Yip holds a total of 9,677 deferred stock units.
Taylor Morrison buys 240 acres in Rancho Cordova for more than 800 homes
Homebuilder Taylor Morrison has acquired 240 acres of land, known as Jaeger Ranch, in Rancho Cordova. The company plans to develop more than 800 single-family homes on the site. This purchase signifies Taylor Morrison's long-term commitment to the Rancho Cordova area.
Jamie Dimon Calls Trump's Institutional Home-Buying Ban 'Basically Irrelevant' Because Of This Reason— 'I Don't Think...'
JPMorgan Chase & Co. CEO Jamie Dimon dismissed former President Donald Trump's proposed ban on institutional investors buying single-family homes as "basically irrelevant," stating that large companies own only about 1% of homes. Dimon argued that the real issues hindering affordable housing are restrictive zoning laws and costly mortgage origination rules, which make building and securing mortgages expensive. He also noted that private builders like Lennar Corp. and Taylor Morrison Home Corp. are developing innovative entry-level housing solutions, while rising mortgage rates further complicate the housing market.
Taylor Morrison and Liquid Death Partner to Create the Ultimate Home Luxury: Soda-Flavored Sparkling Water Flowing from Every Faucet – Company Announcement - FT.com
Taylor Morrison and Liquid Death have partnered to create a unique home luxury: soda-flavored sparkling water flowing from every faucet in a new Taylor Morrison home. One fortunate winner will receive this custom-plumbed house. The partnership aims to offer an innovative and unexpected marketing approach, allowing consumers to enter by purchasing Liquid Death products or touring Taylor Morrison communities.
Win a new home with sparkling water flowing from every tap
Taylor Morrison and Liquid Death have partnered to launch a promotional home giveaway where one lucky winner will receive a new home with custom plumbing that delivers Liquid Death soda-flavored sparkling water from every faucet. To enter, participants can either purchase Liquid Death products or tour one of Taylor Morrison's communities and scan a QR code. Entries for this unique luxury home experience close on June 30, 2026.
Taylor Morrison Home Corporation (NYSE:TMHC) Receives Average Recommendation of "Moderate Buy" from Analysts
Taylor Morrison Home Corporation (NYSE: TMHC) has received an average "Moderate Buy" rating from analysts, with a consensus price target of $78.29, significantly higher than its current share price around $57. The company is trading at a low P/E of 7.37, and major institutional investors have increased their holdings, with 95.16% of the stock held by hedge funds and other institutions. Analysts from various firms have issued ratings ranging from "overweight" to "market outperform," indicating a generally positive outlook for the homebuilder.
TMHC Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for TMHC (Taylor Morrison Home Corp), detailing past quarterly results, future revenue and EPS estimates, and the correlation between earnings revisions and stock price movement. It highlights analyst forecasts for Q1 2026 and reviews TMHC's stock reaction around previous earnings announcements, including a summary of their Q4 2025 earnings call. The analysis also explores the impact of forecast revisions on investor insights and potential buying opportunities.
Vanguard disaggregation: subsidiaries to report TMHC holdings separately (TMHC)
The Vanguard Group has filed an amended Schedule 13G/A for Taylor Morrison Home Corp (TMHC), reporting zero beneficial ownership of common stock. This change is due to an internal realignment effective January 12, 2026, which now requires certain Vanguard subsidiaries or business divisions to report their holdings separately, in accordance with SEC Release No. 34-39538. The filing indicates that Vanguard itself no longer holds beneficial ownership over these disaggregated entities' securities.
Taylor Morrison Announces Date for First Quarter 2026 Earnings Release and Webcast Conference Call
Taylor Morrison Home Corporation announced that it will release its first quarter 2026 results before market open on Wednesday, April 22, 2026. The company will also host a live webcast conference call on the same day at 8:30 a.m. ET to discuss these results. Interested participants are encouraged to register on Taylor Morrison's Investor Relations website under the Events tab.
Taylor Morrison Announces Date for First Quarter 2026 Earnings Release and Webcast Conference Call
Taylor Morrison Home Corporation announced that it will release its first quarter 2026 financial results before the market opens on Wednesday, April 22, 2026. The company will also host a webcast conference call on the same day at 8:30 a.m. ET to discuss these results. A live audio webcast will be accessible on their Investor Relations website, with replay available afterward.
