Beazer Homes USABZH
BZH
About: Beazer Homes USA Inc is an construction company that focuses on residential construction. The company specializes in single-family housing and multi-unit building construction in over 13 states and over 22 metro markets. Beazer Homes builds homes and communities that target first-time, move-up, and luxury homebuyers with an average selling price of roughly $300,000. From a geographic perspective, home sales in the western and eastern United States have been the leading sources of revenue for the company. Key metro areas include Atlanta, Las Vegas, Los Angeles, Orlando, and Tampa. The company also focuses on land purchasing and development to support future construction efforts as well as mortgage services for its homebuyers.
Employees: 1,158
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 55
26% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $8.39M
1.31% more ownership
Funds ownership: 82.71% [Q4 2024] → 84.02% (+1.31%) [Q1 2025]
7% less funds holding
Funds holding: 206 [Q4 2024] → 192 (-14) [Q1 2025]
24% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 42
25% less capital invested
Capital invested by funds: $709M [Q4 2024] → $534M (-$175M) [Q1 2025]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$33
54%
upside
Avg. target
$37
72%
upside
High target
$41
91%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Wedbush Jay McCanless | 91%upside $41 | Outperform Maintained | 2 May 2025 |
Oppenheimer Tyler Batory | 54%upside $33 | Outperform Reiterated | 29 Apr 2025 |
Financial journalist opinion
Negative
Seeking Alpha
1 month ago
Beazer Homes USA: Housing Market Uncertainty Resurges (Rating Downgrade)
The housing market is again seeing increasing uncertainty. The consumer sentiment has declined, mortgage rates have stayed high, and tariff uncertainty adds weakness on top. Beazer's underlying sales and margin performance has reflected increasing weakness. Accordingly, the company's outlook is now also weaker and more uncertain. BZH's comparably lower ROE and high debt make the stock highly volatile. Due to extreme volatility, I believe that high caution is required for now.
Positive
Benzinga
1 month ago
5 Stock Picks Last Week From Wall Street's Most Accurate Analysts
U.S. stocks settled higher on Friday following the release of jobs data, with the S&P 500 recording gains for the ninth consecutive day to notch its longest winning streak since Nov. 2004.
Neutral
Seeking Alpha
1 month ago
Beazer Homes USA, Inc. (BZH) Q2 2025 Earnings Call Transcript
Beazer Homes USA, Inc. (NYSE:BZH ) Q2 2025 Earnings Conference Call May 1, 2025 5:00 PM ET Company Participants David Goldberg – Senior Vice President and Chief Financial Officer Allan Merrill – Chairman and Chief Executive Officer Conference Call Participants Julio Romero – Sidoti & Company Tyler Batory – Oppenheimer Natalie Kulasekere – Zelman & Associates Jay McCanless – Wedbush Alex Barron – Housing Research Center Operator Good afternoon, and welcome to the Beazer Homes Earnings Conference Call for the Second Quarter and Fiscal Year ended March 31, 2025. Today's call is being recorded, and a replay will be available on the company's website later today.
Positive
Zacks Investment Research
1 month ago
Beazer (BZH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Beazer (BZH) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
Beazer Homes (BZH) Surpasses Q2 Earnings and Revenue Estimates
Beazer Homes (BZH) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $1.26 per share a year ago.
Neutral
Business Wire
1 month ago
Beazer Homes Reports Second Quarter Fiscal 2025 Results
ATLANTA--(BUSINESS WIRE)-- #GetMoreWithBeazer--Beazer Homes USA, Inc. (NYSE: BZH) (www.beazer.com) today announced its financial results for the three and six months ended March 31, 2025. "In our second quarter we made progress towards our Multi-Year Goals and surpassed our profitability expectations despite challenging macroeconomic conditions and declining consumer sentiment. Our growing community count, improved construction cycle times and stable gross margins allowed us to generate Adjusted EBITDA of $38.8 mil.
Neutral
Business Wire
2 months ago
Beazer Homes USA, Inc. to Webcast Its Fiscal Second Quarter Results Conference Call on Thursday, May 1, 2025
ATLANTA--(BUSINESS WIRE)-- #GetMoreWithBeazer--Beazer Homes (NYSE: BZH) (www.beazer.com) has scheduled the release of its financial results for the quarter ended March 31, 2025 on Thursday, May 1, 2025 after the close of the market. Management will host a conference call on the same day at 5:00 PM ET to discuss the results. The public may listen to the conference call and view the Company's slide presentation on the "Investor Relations" page of the Company's website, www.beazer.com. In addition, the conference call.
Positive
Zacks Investment Research
2 months ago
Beazer (BZH) Surges 7.1%: Is This an Indication of Further Gains?
Beazer (BZH) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Neutral
Business Wire
2 months ago
Beazer Homes Unites Employees Nationwide for National Day of Service, Raising $3 Million for Fisher House Foundation
ATLANTA--(BUSINESS WIRE)-- #BeazerDayofService--Beazer Homes, one of the nation's leading homebuilders, has taken its commitment to giving back to new heights. On Friday, March 14, nearly all of Beazer's employees, along with partners and suppliers, united across 17 cities for the company's National Day of Service. This nationwide effort demonstrated Beazer's dedication to not just building homes, but also fostering thriving and healthy communities. Volunteers lent a hand to a wide range of local nonprofits, with a.
Neutral
Seeking Alpha
3 months ago
3 Housing-Related Book Value Bargains
The housing sector continues to be more than challenged triggering a recent sharp downturn in most housing related stocks. Housing affordability remains near historical lows, new home inventory is surging, and mortgage rates are stubbornly hovering near the 7% level. New tariffs are also pushing the price of lumber higher, which will hurt profit margins for the home builders.
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