Smith Douglas HomesSDHC
SDHC
About: Smith Douglas Homes Corp is a company engaged in the design, construction, and sale of single-family homes in some of the highest growth and desirable markets in the Southeastern United States. It is organized into eight geographical divisions which comprise two reportable segments. Its Southeast segment consists of Atlanta, Central Georgia, Charlotte, Greenville, and Raleigh divisions. Its Central segment consists of Alabama, Houston, and Nashville divisions.
Employees: 462
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0.36% less ownership
Funds ownership: 107.18% [Q4 2024] → 106.82% (-0.36%) [Q1 2025]
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
5% less capital invested
Capital invested by funds: $243M [Q4 2024] → $230M (-$12.8M) [Q1 2025]
21% less funds holding
Funds holding: 70 [Q4 2024] → 55 (-15) [Q1 2025]
67% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 21
100% less funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$16
18%
downside
Avg. target
$17.25
11%
downside
High target
$18.50
5%
downside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
JP Morgan Michael Rehaut | 5%downside $18.50 | Neutral Maintained | 21 May 2025 |
RBC Capital Mike Dahl | 18%downside $16 | Sector Perform Maintained | 20 May 2025 |
Financial journalist opinion
Negative
Zacks Investment Research
9 hours ago
Analysts Estimate Smith Douglas Homes Corp. (SDHC) to Report a Decline in Earnings: What to Look Out for
Smith Douglas Homes Corp. (SDHC) 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.
Neutral
Business Wire
1 week ago
Smith Douglas Homes Schedules Second Quarter 2025 Earnings Release and Call
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) will release its results for the second quarter of 2025 before the market opens on Wednesday, August 6, 2025. The Company will hold a conference call to discuss the results and conduct a question-and-answer session on the same day at 8:30 AM Eastern Time. Interested parties can dial in using the numbers below or access the call via a webcast link provided in the investor relations section of the.
Neutral
Business Wire
2 months ago
Smith Douglas Homes Corp. Announces Stock Repurchase Program
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) today announced that its Board of Directors has authorized a stock repurchase program for up to $50.0 million of the Company's Class A common stock. “This repurchase authorization underscores the Board and Management's belief that at times our share price may be undervalued relative to our long-term opportunity. We remain committed to evaluating the strategic deployment of our capital where we be.
Negative
Seeking Alpha
2 months ago
Smith Douglas Homes Corp.: Rating Downgrade On Poor Near-Term Setup
I downgrade SDHC to a sell as demand weakens, backlog erodes, and management pulls FY25 guidance amid growing uncertainty. Margin deterioration is accelerating due to heavy reliance on incentives and rising land costs, with no clear path to recovery. Despite headline revenue growth, underlying profitability is unsustainable as SDHC sacrifices margins to preserve volume.
Neutral
Seeking Alpha
2 months ago
Smith Douglas Homes Corp. (SDHC) Q1 2025 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q1 2025 Earnings Conference Call May 14, 2025 8:30 AM ET Company Participants Joe Thomas - Senior Vice President, Accounting and Finance Greg Bennett - Vice Chairman and CEO Russ Devendorf - Executive Vice President and CFO Conference Call Participants Alex Isaac - JPMorgan Stephen Mea - RBC Capital Markets Jay McCanless - Wedbush Rafe Jadrosich - Bank of America Operator Thank you for standing by. My name is Tina, and I will be your conference operator today.
Neutral
Business Wire
2 months ago
Smith Douglas Homes Reports First Quarter 2025 Results
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) today announced first quarter results for the three months ended March 31, 2025. Q1 2025 Results as compared to Q1 2024: Home closings increased 19% to 671 Home closing revenue increased 19% to $224.7 million Home closing gross margin of 23.8% compared to 26.1% Net new home orders of 768 compared to 765 Pretax income of $19.6 million compared to $21.4 million Earnings of $0.30 per diluted share c.
Neutral
Business Wire
3 months ago
Smith Douglas Homes Schedules First Quarter 2025 Earnings Release and Call
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) will release its results for the first quarter of 2025 before the market opens on Wednesday, May 14, 2025. The Company will hold a conference call to discuss the results and conduct a question-and-answer session on the same day at 8:30 AM Eastern Time. Interested parties can dial in using the numbers below or access the call via a webcast link provided in the investor relations section of the com.
Negative
Seeking Alpha
4 months ago
Smith Douglas Homes: Earnings Growth Outlook Has Gotten Worse (Rating Downgrade)
I downgrade Smith Douglas Homes Corp. to a hold rating due to worsening macroeconomic conditions and deteriorating fundamentals. Despite strong 4Q24 home closings, rising mortgage rates and land costs are negatively impacting SDHC's earnings growth outlook. SDHC's heavy use of incentives to capture demand is compressing margins, and affordability constraints are limiting effective demand.
Neutral
Seeking Alpha
4 months ago
Smith Douglas Homes Corp. (SDHC) Q4 2024 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q4 2024 Earnings Conference Call March 12, 2025 8:30 AM ET Company Participants Joe Thomas - Senior Vice President, Accounting & Finance Greg Bennett - Vice Chairman & Chief Executive Officer Russ Devendorf - Executive Vice President & Chief Financial Officer Conference Call Participants Andrew Ozzie - JPMorgan Sam Reid - Wells Fargo Trevor Allinson - Wolfe Research Jay McCanless - Wedbush Alex Barron - Housing Research Center Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.
Neutral
Business Wire
4 months ago
Smith Douglas Homes Reports Fourth Quarter and Full Year 2024 Results
ATLANTA--(BUSINESS WIRE)--Smith Douglas Homes Corp. (NYSE: SDHC) (“Smith Douglas” or the “Company”) today announced results for the fourth quarter and year ended December 31, 2024. Q4 2024 Results as compared to Q4 2023: Home closings increased 28% to 836 Home closing revenue increased 32% to $287.5 million Home closing gross margin of 25.5% compared to 26.7% Net new home orders increased 9% to 569 Pre-tax income of $30.0 million compared to $29.7 million Earnings of $0.46 per diluted share Ful.
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