D.R. Horton
About: With operations in 126 markets across 36 states D.R. Horton is the leading homebuilder in the United States. D.R. Horton mainly builds single-family detached homes (87% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton's headquarters are in Arlington, Texas, and it manages six regional segments across the United States.
Employees: 14,766
0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 12 (+3) [Q1 2025]
7% more call options, than puts
Call options by funds: $388M | Put options by funds: $362M
2% less repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 404
7% less first-time investments, than exits
New positions opened: 129 | Existing positions closed: 139
2.67% less ownership
Funds ownership: 81.65% [Q4 2024] → 78.97% (-2.67%) [Q1 2025]
3% less funds holding
Funds holding: 1,107 [Q4 2024] → 1,069 (-38) [Q1 2025]
16% less capital invested
Capital invested by funds: $37.6B [Q4 2024] → $31.6B (-$5.97B) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$105
11%
downside
Avg. target
$138
17%
upside
High target
$180
52%
upside
7 analyst ratings
3 positive
43%
2 neutral
29%
2 negative
29%
Keefe, Bruyette & Woods Jade Rahmani | 14%upside $135 | Market Perform Maintained | 22 Apr 2025 |
JP Morgan Michael Rehaut | 6%downside $111 | Underweight Maintained | 21 Apr 2025 |
RBC Capital Mike Dahl | 11%downside $105 | Underperform Maintained | 21 Apr 2025 |
JMP Securities Aaron Hecht | 52%upside $180 | Market Outperform Maintained | 21 Apr 2025 |
Barclays Matthew Bouley | 7%downside $110 | Equal-Weight Maintained | 21 Apr 2025 |
Financial journalist opinion
Based on 6 articles about DHI published over the past 30 days
Neutral
Seeking Alpha
2 weeks ago
D.R. Horton's Undervaluation May Trigger Rich Upside Once Macro Headwinds Ease
DHI's lowered FY2025 guidance has played out as discussed in our last article, attributed to the impacted consumer demand and uncertain macroeconomic headwinds. With borrowing costs still elevated, it goes without saying that the homebuilding sector is likely to remain impacted in the intermediate term, DHI included. Even so, it is undeniable that DHI is cheap compared to our fair value estimates, with the recent meltdown already triggering rich double digit upside potential.
Positive
Seeking Alpha
2 weeks ago
D.R. Horton Quarterly Update: Is It Time To Buy More?
Despite weak housing numbers and downward revisions in revenue and home closings in the short-term, D.R. Horton's long-term prospects remain good. DHI's capital allocation strategy includes significant share repurchases and dividends, indicating a commitment to returning value to shareholders. Gross margins were better than expected, while management is focused on balancing growth with consistent cash flows and returns to shareholders.
Positive
Seeking Alpha
2 weeks ago
Top 50 High-Quality Dividend Stocks For May 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. Despite a market sell-off, my investable universe outperformed SPY and SCHD year-to-date, with a loss of -1.83% compared to -5.49% and -4.64%. This month, 17 stocks had valuation rating changes; 10 were upgrades, including Jack Henry & Associates, West Pharma, and EOG Resources, all with strong expected returns.
Neutral
Seeking Alpha
2 weeks ago
D.R. Horton: Solid Balance Sheet To Navigate A Weak Housing Market
D.R. Horton's revenues and margins are declining, but the impact on EPS is being mitigated by an increase in buybacks. The strong balance sheet with a 1.1x debt-to-net income ratio allows the company to issue debt at a 4.85% rate and buy back stocks at a 9% yield. The housing market slowdown is affecting all the major homebuilders, but D.R. Horton's pricing strategy might help to navigate the situation.
Neutral
Business Wire
3 weeks ago
D.R. Horton, Inc. Announces Pricing of $500 Million of 4.850% Senior Notes Due 2030
ARLINGTON, Texas--(BUSINESS WIRE)---- $DHI--D.R. Horton announced that it has priced $500 million of 4.850% senior notes due 2030.
Neutral
Yahoo Finance
3 weeks ago
What new and exiting home sales signal about the state of the housing market
Rising material costs are pressuring homebuilders this spring, with many suppliers hiking prices. Katie Hubbard, executive vice president of capital markets at Walton Global, joins Wealth to explain how builders are holding consumer prices steady to maintain the current volume of first-time buyers, even as margins shrink.
Neutral
Business Wire
1 month ago
Preston Hollow Community Capital and Kent Farms Holding Company Announce Purchase and Sale Agreement with D.R. Horton for 45 Townhomes at The Arbors at Farms of New Kent
RICHMOND, Va.--(BUSINESS WIRE)--Kent Farms Holding Company (“KFHC”), the developer and property owner, Preston Hollow Community Capital (“PHCC”), the capital provider, and D.R. Horton, Inc. (“D.R. Horton”), the purchaser, are pleased to announce the execution of a purchase and sale agreement for 45 townhomes to be built by D.R. Horton at The Arbors within the Farms of New Kent community. Site development is expected to begin in the coming months, pending final permitting approvals. Townhome sal.
Positive
Schwab Network
1 month ago
Luxury Real Estate Booms Amid Market Turmoil
Despite recent interest rate hikes and market volatility, luxury real estate sales in New York City are defying expectations. Dolly Lenz and Jenny Lenz attribute this surge to buyers seeking stability outside of the stock market and a desire to return to pre-pandemic normalcy.
Negative
Investopedia
1 month ago
D.R. Horton Lamented a Slow Spring—And More Homebuilder Earnings Are Coming Up
D.R. Horton (DHI) on Thursday became the latest homebuilder to raise concerns about the housing market as it fell short of estimates.
Neutral
Seeking Alpha
1 month ago
D.R. Horton, Inc. (DHI) Q2 2025 Earnings Call Transcript
D.R. Horton, Inc. (NYSE:DHI ) Q2 2025 Earnings Conference Call April 17, 2025 8:30 AM ET Company Participants Jessica Hansen - SVP, Communications Paul Romanowski - President and CEO Michael Murray - EVP and COO Bill Wheat - EVP and CFO Conference Call Participants Stephen Kim - Evercore ISI John Lovallo - UBS Alan Ratner - Zelman & Associates Carl Reichardt - BTIG Sam Reid - Wells Fargo Michael Rehaut - JPMorgan Eric Bosshard - Cleveland Research Matthew Bouley - Barclays Rafe Jadrosich - Bank of America Trevor Allinson - Wolfe Research Anthony Pettinari - Citi Ken Zener - Seaport Research Partners Jay McCanless - Wedbush Securities Susan Maklari - Goldman Sachs Operator Good morning, and welcome to the Second Quarter 2025 Earnings Conference Call for D.R. Horton, Americas Builder.
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