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 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.
Taylor Morrison Announces Date for First Quarter 2026 Earnings Release and Webcast Conference Call
Taylor Morrison Home Corporation (NYSE: TMHC) has announced that it will release its first-quarter 2026 earnings after the market closes on Wednesday, April 29, 2026. The company will also host a conference call and webcast on Thursday, April 30, 2026, at 8:30 a.m. ET to discuss the results. Interested parties can access the webcast or dial into the conference call for the event.
Homebuilder Taylor Morrison to post Q1 results before market open
Taylor Morrison (NYSE: TMHC) will release its First Quarter 2026 earnings before the market opens 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 the results. Investors can access the webcast via the company's Investor Relations website, with a replay available afterwards.
Is Taylor Morrison Home's Board Retrenchment Amid Softer Demand Quietly Reframing Its Strategy Story (TMHC)?
Taylor Morrison Home Corp. announced that director David Merritt is retiring, leading to a reduction in its board size from nine to eight members. This strategic move, amid softer demand and a shrinking backlog, suggests a tighter governance structure that could influence the company's investment narrative. While the board change itself is seen as housekeeping, it becomes relevant in the context of the company's recently expanded share repurchase authorization and its response to anticipated weaker earnings and orders.
TMHC Technical Analysis & Stock Price Forecast
The technical analysis for Taylor Morrison Home Corp (TMHC) indicates a current "Strong Sell" consensus. This is based on an aggregation of 16 technical signals, with 11 indicators suggesting a sell and 5 indicating a buy. The stock is trading below its 20-day, 60-day, and 200-day simple moving averages, and key indicators like MACD also point to a sell signal, although its RSI suggests it is oversold.
Tudor Investment Corp ET AL Has $21.51 Million Stock Position in Taylor Morrison Home Corporation $TMHC
Tudor Investment Corp ET AL significantly increased its stake in Taylor Morrison Home Corporation (TMHC) by 181.5% in Q3, now holding 325,829 shares worth approximately $21.51 million. Other institutional investors like Norges Bank, AllianceBernstein, AQR, and Long Pond also boosted their positions, leading to hedge funds and institutional investors owning about 95.16% of TMHC. Analysts generally rate the stock as "Moderate Buy" with an average target price of $78.29, while the stock currently trades around $57.32 with a market cap near $5.52 billion.
Taylor Morrison Home director David Merritt to retire, board size reduced
Taylor Morrison Home Corp (NYSE:TMHC) announced that director David Merritt will retire from its Board of Directors effective at the 2026 Annual Meeting of Stockholders. His retirement is not due to any disagreement with the company. Concurrently, the board approved a reduction in its size from nine to eight members and does not plan to fill the vacant position at this time.
Taylor Morrison Home director David Merritt to retire, board size reduced By Investing.com
Taylor Morrison Home Corp announced that director David Merritt will retire from its Board of Directors effective at the 2026 Annual Meeting of Stockholders. His retirement is not due to any disagreement with the company, and in connection, the board size will be reduced from nine to eight members. This news follows strong fourth-quarter earnings, positive analyst coverage, and ambitious long-term goals for the company.
Taylor Morrison Home director David Merritt to retire, board size reduced
Taylor Morrison Home Corp announced that Director David Merritt will retire from the board effective at the company's 2026 Annual Meeting of Stockholders. His retirement is not due to any disagreement with the company, and the board size will be reduced from nine to eight members. This news follows strong Q4 earnings, positive analyst ratings, and ambitious long-term targets, indicating robust market position and future growth potential for Taylor Morrison.
Taylor Morrison (TMHC) director David Merritt to retire as Board shrinks to eight
Taylor Morrison Home Corporation announced that director David Merritt will retire from its Board of Directors effective at the company's 2026 Annual Meeting of Stockholders. Following his retirement, the Board will reduce its size from nine to eight directors. The company clarified that Mr. Merritt's decision was not due to any disagreements regarding operations, policies, or practices.
Taylor Morrison (NYSE: TMHC) CFO vests 4,115 RSUs, 1,723 shares withheld
Taylor Morrison Home Corp's CFO, Curtis Vanhyfte, reported the vesting of 4,115 restricted stock units (RSUs) on March 12, 2026. These RSUs were settled into common stock, and 1,723 shares were withheld by the company at $58.86 per share to cover tax obligations. Following these transactions, Vanhyfte directly owns 28,778 shares of Taylor Morrison common stock, reflecting a net increase in his equity stake from this grant.
Taylor Morrison (NYSE: TMHC) CEO settles RSUs, 3,147 shares withheld
Taylor Morrison's CEO, Sheryl Palmer, recently settled 7,518 restricted stock units (RSUs) into common stock, which is a routine equity compensation vesting. Of these, 3,147 shares were withheld by the company at $58.86 per share to cover tax obligations. Following these transactions, Palmer directly holds 267,944 common shares and additional shares indirectly through trusts.
Lennar, Taylor Morrison among builders reportedly working on 'Trump Homes' plan for about a million units: LEN, TMHC stocks rise
The article reports that major homebuilders Lennar and Taylor Morrison are involved in a new initiative called "Trump Homes," aiming to build approximately one million new housing units. This development has led to an increase in the stock prices of both companies. The plan appears to be a large-scale project focused on addressing housing needs.
TMHC Should I Buy
This article analyzes Taylor Morrison Home Corp (TMHC) stock, concluding that it is not a strong buy for long-term investors despite being oversold. It highlights mixed signals from technical indicators, recent financial performance declines, and varied analyst ratings. While some analysts see growth potential, concerns about housing affordability and Q4 2025 revenue and net income drops suggest caution.
Taylor Morrison Home (TMHC) Valuation Check After Recent Share Price Weakness
Taylor Morrison Home (TMHC) has experienced recent stock price weakness despite a strong longer-term performance, prompting a valuation check. While a "narrative fair value" suggests the stock is 19.1% undervalued at $73.63, a Discounted Cash Flow (DCF) model indicates it may be overvalued at $43.37 compared to its current price of $59.56. The article advises investors to consider both analytical viewpoints and potential risks such as softer buyer demand and margin pressure from spec homes.
Magnetar Financial LLC Takes Position in Taylor Morrison Home Corporation $TMHC
Magnetar Financial LLC has acquired a new stake of 53,869 shares in Taylor Morrison Home Corporation (NYSE:TMHC), valued at approximately $3.56 million. This makes Magnetar Financial LLC the owner of 0.06% of Taylor Morrison Home. Other institutional investors have also adjusted their holdings in the construction company, which has seen its stock trading at $59.57 and currently holds a "Moderate Buy" rating from analysts with an average target price of $78.29.
Jefferies Financial Group Inc. Invests $1.74 Million in Taylor Morrison Home Corporation $TMHC
Jefferies Financial Group Inc. recently acquired a new stake of 26,320 shares in Taylor Morrison Home Corporation (NYSE:TMHC) during the third quarter, valued at approximately $1.74 million. Other hedge funds have also adjusted their positions, and institutionals and hedge funds collectively own 95.16% of the company's stock. Analysts currently have a "Moderate Buy" consensus rating for Taylor Morrison Home, with a target price of $78.29.
Neo Ivy Capital Management Has $132,000 Holdings in Taylor Morrison Home Corporation $TMHC
Neo Ivy Capital Management significantly reduced its stake in Taylor Morrison Home Corporation by 95.1% in the third quarter, bringing its total holdings to $132,000. Despite this, other institutional investors have recently increased their positions in the home construction company. Analysts have issued varied ratings, with an average "Moderate Buy" and a target price of $78.29.
Taylor Morrison Home Corp (TMHC) Gets Price Target Boost As It Looks to Maintain Healthy Margins
BofA Securities raised its price target for Taylor Morrison Home (TMHC) to $72 despite cutting its 2026 EPS forecast, following the company's strong Q4 2025 results which exceeded revenue and EPS expectations. The homebuilder delivered a solid gross margin and provided optimistic guidance for Q1 and full-year 2026 home closings. While acknowledging TMHC's potential, the article suggests other AI stocks might offer greater upside and less downside risk.
Taylor Morrison Home Corp (TMHC) Gets Price Target Boost As It Looks to Maintain Healthy Margins
BofA Securities has raised its price target for Taylor Morrison Home (TMHC) to $72 from $70, while maintaining a Neutral rating, despite a more cautious margin outlook for 2026. This comes after the company reported strong Q4 2025 results, exceeding EPS and revenue expectations. Taylor Morrison Home expects 2,200 home closings and a 20% gross margin in Q1 2026, with 11,000 home closings projected for the full year 2026.
Taylor Morrison Home Corporation $TMHC Shares Sold by Cresset Asset Management LLC
Cresset Asset Management LLC reduced its stake in Taylor Morrison Home Corporation (NYSE:TMHC) by 28.5% in the third quarter, selling 29,130 shares. Other institutional investors also adjusted their holdings, with 95.16% of the stock now owned by institutional investors and hedge funds. Analysts have issued varied ratings, with an average target price of $78.29.
List of Homebuilder Stocks Sorted By Hedge Fund Sentiment
This article identifies Taylor Morrison Home Corp (NYSE: TMHC) as one of the top homebuilder stocks favored by hedge funds, highlighting its performance and outlook. Despite a BofA Securities price target increase, the report also mentioned a reduction in the 2026 EPS forecast due to a cautious margin outlook. The company reported strong Q4 2025 results with an adjusted EPS of $1.91 and revenue of $1.96 billion, exceeding consensus estimates.
16,388 Shares in Taylor Morrison Home Corporation $TMHC Acquired by Elo Mutual Pension Insurance Co
Elo Mutual Pension Insurance Co recently acquired 16,388 shares of Taylor Morrison Home Corporation, valued at approximately $1.082 million, marking a new stake in the company. Institutional ownership of Taylor Morrison Home is notably high at 95.16%, with several firms increasing or initiating positions. The company's shares are currently trading down approximately 3%, with analysts giving it an average rating of "Moderate Buy" and a target price of $78.29.
Taylor Morrison Home (NYSE:TMHC) Upgraded to "Strong-Buy" at Truist Financial
Truist Financial upgraded Taylor Morrison Home (NYSE:TMHC) to a "Strong-Buy" rating, while other analysts have issued mixed ratings, resulting in a consensus "Moderate Buy" with a $78.29 price target. The stock is currently trading around $63.65, with a market capitalization of $6.13 billion and a P/E ratio of 8.20. Institutional investors hold approximately 95.16% of the shares.
At Taylor Morrison, 71 women are building careers in construction
Taylor Morrison celebrated Women in Construction Week by highlighting its female team members and their contributions to the homebuilding industry. The company reported that 71 women are employed in construction roles, with 38% being Gen Z and Millennials, and 50% of senior leadership positions held by women. Taylor Morrison emphasizes its commitment to fostering diversity and empowering women in a traditionally male-dominated field, showcasing individual success stories and offering advice for aspiring female construction professionals.
Taylor Morrison (TMHC) director Amanda Whalen files initial Form 3 ownership
Taylor Morrison Home Corp (TMHC) director Amanda Whalen has filed an initial Form 3 ownership report, establishing her as an insider of the company. This filing serves as a baseline record of her reportable holdings, meaning no stock transactions were reported at this time. Future changes in her beneficial ownership will be disclosed through subsequent Form 4 or Form 5 filings.
Rafferty Asset Management LLC Increases Position in Taylor Morrison Home Corporation $TMHC
Rafferty Asset Management LLC significantly increased its stake in Taylor Morrison Home Corporation (NYSE:TMHC) by 81.3% in Q3, now holding 150,890 shares valued at $9.96 million. Institutional investors collectively own 95.16% of the company's stock. Analysts have a "Moderate Buy" consensus rating for TMHC with a target price of $77.17, while the stock currently trades in the mid-$60s with a market capitalization of $6.35 billion.
Quantbot Technologies LP Boosts Holdings in Taylor Morrison Home Corporation $TMHC
Quantbot Technologies LP significantly increased its stake in Taylor Morrison Home Corporation by 44.7% in the third quarter, now owning 127,567 shares valued at approximately $8.42 million. Institutional investors hold 95.16% of the company, which has a market cap of $6.44 billion and a P/E ratio of 8.50. Analysts currently give Taylor Morrison Home a "Moderate Buy" rating with an average target price of $77.17, although recent ratings have been mixed.
Primecap Management Co. CA Acquires Shares of 44,400 Taylor Morrison Home Corporation $TMHC
Primecap Management Co. CA has acquired a new stake of 44,400 shares in Taylor Morrison Home Corporation (NYSE:TMHC), valued at approximately $2.93 million. This purchase contributes to institutional investors now owning about 95.16% of the company's stock. Despite mixed analyst sentiment, the consensus rating for TMHC is a "Moderate Buy" with an average price target of $77.17.
Taylor Morrison Home Corp. Experiences Revision in Stock Evaluation Amid Market Dynamics
Taylor Morrison Home Corp. has seen its stock price adjusted to $66.68, experiencing varied performance compared to the S&P 500. While the company delivered strong year-to-date and three-year returns, it lagged over the past year. Technical indicators show mixed trends, with some bullish signals alongside bearish or mildly bearish monthly perspectives.
Taylor Morrison Home Corporation $TMHC Stock Position Lowered by Vanguard Group Inc.
Vanguard Group Inc. reduced its stake in Taylor Morrison Home Corporation (NYSE:TMHC) by 2.7% in the third quarter, now holding 9,675,874 shares valued at $638.7 million. Despite this, other institutional investors either initiated new positions or increased their holdings. Analyst ratings for TMHC are mixed but generally positive, with a consensus of "Moderate Buy" and an average price target of $77.17, while the stock currently trades around $66.72.
3 Reasons TMHC is Risky and 1 Stock to Buy Instead
This article analyzes why Taylor Morrison Home Corp (TMHC) is considered a risky investment, citing declining backlog, negative revenue projections, and weak EPS growth. The author suggests avoiding TMHC and instead recommends looking into other growth stocks, highlighting past performers like Nvidia and Tecnoglass as examples from their curated list.
TMHC Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Taylor Morrison Home Corp (TMHC), including its income statement, balance sheet, and cash flow statement for annual and quarterly periods ending FY2025. It highlights key financial metrics such as revenue, net income, EPS, and debt-to-equity ratio, alongside financial health scores and ratios like Gross Margin, ROE, and FCF Margin. The report indicates that TMHC's revenue slightly declined in FY2025, but it maintains profitability and a strong balance sheet with a low debt-to-equity ratio.
Director sells 3,075 Taylor Morrison (TMHC) shares at about $69 each
Taylor Morrison Home Corp director Denise Warren sold a total of 3,075 shares of common stock in open-market transactions on February 13, 2026. The shares were sold at prices around $69 per share, and following these sales, Warren reported owning zero shares directly. This transaction was filed as a Form 4 and is categorized as having a moderate impact and negative sentiment.
[Form 4] Taylor Morrison Home Corp Insider Trading Activity
Taylor Morrison Home Corp's Chairman, President, and CEO, Sheryl Palmer, reported insider trading activity on February 18, 2026. She exercised 14,810 Restricted Stock Units, receiving an equal number of common stock shares. To cover tax withholding, 3,988 shares worth $67.43 each were withheld by the company, leaving her with 381,297 direct common shares and additional RSUs and indirect shares.
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.
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.
