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 7,323 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
$25
7%
upside
Avg. target
$33
41%
upside
High target
$41
75%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Texas Capital Securities Alex Rygiel | 7%upside $25 | Buy Initiated | 17 Jun 2025 |
Wedbush Jay McCanless | 75%upside $41 | Outperform Maintained | 2 May 2025 |
Financial journalist opinion
Based on 4 articles about BZH published over the past 30 days
Neutral
PRNewsWire
1 day ago
James Hardie Building Products Inc. and Beazer Homes Extend Relationship with New Exclusive Agreement
Three-year deal continues previous agreement to deliver durable, quality homes nationwide CHICAGO , July 29, 2025 /PRNewswire/ -- James Hardie Building Products Inc. (James Hardie), a subsidiary of James Hardie Industries plc (NYSE: JHX; ASX: JHX) and the North American leader in fiber cement home siding and exterior design solutions, today announced the continuation of its long-standing relationship with Beazer Homes through a new, exclusive three-year agreement. This milestone builds on a trusted multi-year relationship with America's #1 energy efficient builder* and ensures Hardie® siding and trim products remain the standard for all new Beazer communities across the nation.
Negative
Zacks Investment Research
6 days ago
Earnings Preview: Beazer Homes (BZH) Q3 Earnings Expected to Decline
Beazer (BZH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
1 week ago
Beazer Homes USA: Patience Will Pay Off With This Homebuilder
Despite recent underperformance and declining profitability, I remain optimistic about Beazer Homes USA for long-term investors due to its undervaluation. Short-term headwinds include falling backlog, lower margins, and rising cancellation rates, all driven by weak housing market conditions and high interest rates. Management is expanding community count and investing for future growth, though near-term cash flow and debt levels will be pressured.
Neutral
Business Wire
2 weeks ago
Beazer Homes USA, Inc. to Webcast Its Fiscal Third Quarter Results Conference Call on Thursday, July 31, 2025
ATLANTA--(BUSINESS WIRE)--Beazer Homes (NYSE: BZH) (www.beazer.com) has scheduled the release of its financial results for the quarter ended June 30, 2025 on Thursday, July 31, 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 cal.
Negative
Seeking Alpha
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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
2 months 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.
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