Taylor MorrisonTMHC
TMHC
About: Taylor Morrison Home Corp is an American residential construction company engaged in residential homebuilding and the development of lifestyle communities. It designs, builds, and sells single and multi-family detached and attached homes in traditionally high growth markets for entry level, move-up, and resort lifestyle buyers. The company has four reportable segments: East, Central, West, and Financial Services. The majority of the company's revenue is derived from its West Segment.
Employees: 3,000
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
8% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 151
2% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 63
1.0% less ownership
Funds ownership: 94.87% [Q4 2024] → 93.88% (-1.0%) [Q1 2025]
5% less capital invested
Capital invested by funds: $6.01B [Q4 2024] → $5.73B (-$275M) [Q1 2025]
2% less funds holding
Funds holding: 447 [Q4 2024] → 437 (-10) [Q1 2025]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
49% less call options, than puts
Call options by funds: $4.47M | Put options by funds: $8.85M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$69
7%
upside
Avg. target
$75
15%
upside
High target
$85
31%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
B of A Securities Taylor Morrison | 8%upside $70 | Buy Initiated | 5 May 2025 |
Barclays Matthew Bouley | 7%upside $69 | Overweight Maintained | 24 Apr 2025 |
Wedbush Jay McCanless | 31%upside $85 | Outperform Reiterated | 23 Apr 2025 |
Financial journalist opinion
Positive
Seeking Alpha
1 day ago
Opportunities Following The End Of The Worst Seasonal Trade For Home Builders
Home builders suffered historic underperformance versus the S&P 500, but recent technical breakouts signal a potential bearish-to-bullish reversal for ITB. Falling mortgage rates and improving technicals support a tactical rebound in homebuilder stocks, with ITB and select names like TMHC and LEN showing upside potential. TMHC's breakout above its 200DMA, LEN's basing pattern, and CCS's reversal offer attractive entry points, though LEN is treated as a shorter-term trade due to weaker fundamentals.
Neutral
PRNewsWire
2 weeks ago
Taylor Morrison Announces Date for Second Quarter 2025 Earnings Release and Webcast Conference Call
SCOTTSDALE, Ariz., June 25, 2025 /PRNewswire/ -- Taylor Morrison Home Corporation (NYSE: TMHC) ("Taylor Morrison"), a leading national developer and homebuilder, announced today that it will release its second quarter 2025 results before the market opens on Wednesday, July 23, 2025.
Neutral
Seeking Alpha
1 month ago
Taylor Morrison Home Corporation: Still Cheap, Even In Light Of Recent Challenges
Despite recent underperformance versus the S&P 500, Taylor Morrison remains a long-term value play due to its attractive valuation and growth plans. The company posted strong Q1 2025 results, with revenue and profitability up, but faces near-term headwinds like declining net orders and higher cancellation rates. Management is still targeting significant long-term growth, aiming to nearly double annual home closings by 2028, while maintaining disciplined leverage and aggressive share buybacks.
Neutral
PRNewsWire
1 month ago
Taylor Morrison to Expand Esplanade Brand to the Las Vegas Market with New Community
America's Most Trusted ® Home Builder brings its top-selling resort lifestyle brand to Summerlin LAS VEGAS , May 27, 2025 /PRNewswire/ -- America's Most Trusted® Home Builder, Taylor Morrison, is introducing their highly successful resort lifestyle brand, Esplanade, to the Las Vegas market in the Summerlin master-planned community. Upon completion, the Esplanade at Red Rock community will bring nearly 400 homes to the area, showcasing an elevated resort-lifestyle.
Neutral
CNBC Television
2 months ago
Taylor Morrison CEO: There's certainly housing demand but we're not seeing the typical spring surge
Sheryl Palmer, Taylor Morrison chairman and CEO, joins CNBC's 'Squawk on the Street' to discuss outlooks on housing, consumer sentiment, and more.
Neutral
Seeking Alpha
2 months ago
Taylor Morrison Home Corporation (TMHC) Q1 2025 Earnings Call Transcript
Taylor Morrison Home Corporation (NYSE:TMHC ) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Mackenzie Aron - VP, IR Sheryl Palmer - Chairman and CEO Curt VanHyfte - CFO Erik Heuser - Chief Corporate Operations Officer Conference Call Participants Paul Przybylski - Wolfe Research Michael Rehaut - JPMorgan Alan Ratner - Zelman & Associates Elizabeth Langan - Barclays Mike Dahl - RBC Carl Reichardt - BTIG Jay McCanless - Wedbush Buck Horne - Raymond James Ken Zener - Seaport Research Partners Alex Barron - Housing Research Center Operator Good morning. And welcome to Taylor Morrison's First Quarter 2025 Earnings Conference Call.
Neutral
Zacks Investment Research
2 months ago
Taylor Morrison (TMHC) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Taylor Morrison (TMHC) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
2 months ago
Taylor Morrison Home (TMHC) Q1 Earnings and Revenues Surpass Estimates
Taylor Morrison Home (TMHC) came out with quarterly earnings of $2.18 per share, beating the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $1.75 per share a year ago.
Neutral
PRNewsWire
2 months ago
Taylor Morrison Reports First Quarter 2025 Results
SCOTTSDALE, Ariz. , April 23, 2025 /PRNewswire/ -- Taylor Morrison Home Corporation (NYSE: TMHC), a leading national land developer and homebuilder, announced results for the first quarter ended March 31, 2025.
Neutral
Zacks Investment Research
2 months ago
Taylor Morrison (TMHC) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Get a deeper insight into the potential performance of Taylor Morrison (TMHC) for the quarter ended March 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
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