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 7,419 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
69% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 51
54% more call options, than puts
Call options by funds: $4.79M | Put options by funds: $3.11M
19% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 140
7% more funds holding
Funds holding: 415 [Q3] → 446 (+31) [Q4]
0.64% more ownership
Funds ownership: 94.21% [Q3] → 94.86% (+0.64%) [Q4]
13% less capital invested
Capital invested by funds: $6.9B [Q3] → $6.01B (-$889M) [Q4]
38% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 5 (-3) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$55
5%
downside
Avg. target
$73
26%
upside
High target
$85
46%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Barclays Matthew Bouley 37% 1-year accuracy 26 / 71 met price target | 19%upside $69 | Overweight Maintained | 24 Apr 2025 |
Wedbush Jay McCanless 53% 1-year accuracy 27 / 51 met price target | 46%upside $85 | Outperform Reiterated | 23 Apr 2025 |
Seaport Global Kenneth Zener 50% 1-year accuracy 6 / 12 met price target | 5%downside $55 | Neutral Upgraded | 6 Mar 2025 |
JP Morgan Michael Rehaut 53% 1-year accuracy 9 / 17 met price target | 41%upside $82 | Overweight Maintained | 18 Feb 2025 |
RBC Capital Mike Dahl 47% 1-year accuracy 26 / 55 met price target | 27%upside $74 | Outperform Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 6 articles about TMHC published over the past 30 days
Neutral
Seeking Alpha
1 day 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
1 day 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
1 day 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
1 day 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
3 days 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.
Neutral
PRNewsWire
4 weeks ago
Taylor Morrison Announces Date for First Quarter 2025 Earnings Release and Webcast Conference Call
SCOTTSDALE, Ariz., March 26, 2025 /PRNewswire/ -- Taylor Morrison Home Corporation (NYSE: TMHC) ("Taylor Morrison"), a leading national developer and homebuilder, announced today that it will release its first quarter 2025 results before the market opens on Wednesday, Apr. 23, 2025.
Positive
Yahoo Finance
4 weeks ago
Real estate stocks: Analyst talks small and mid-cap plays to consider
Sales of new US single-family homes saw a slight increase in February, indicating that some homebuyers are returning to the market. Wedbush Securities senior vice president of equity research Jay McCanless joins Market Domination hosts Josh Lipton and Julie Hyman to share his insights on positioning oneself within the housing sector amid challenges like rising lumber prices and shifting consumer confidence.
Positive
Seeking Alpha
1 month ago
Taylor Morrison Home: Buying This Dip Makes Sense
Recent months have not been kind to Taylor Morrison Home Corporation, even as the company continues to grow and trade on the cheap. The firm has seen strong financial performance with revenue up 16.7%, net income rising from $172.6M to $242.5M, and significant operating cash flow improvements. Concerns include a drop in backlog homes, rising cancellation rates, and potential labor shortages, but net new orders and share buybacks indicate confidence.
Neutral
PRNewsWire
1 month ago
Taylor Morrison's EVP, Chief Legal Officer and Secretary Darrell Sherman to Retire After 16 Years of Service
Todd Merrill, VP and General Counsel of Operations, to succeed effective June 1, 2025 SCOTTSDALE, Ariz. , March 14, 2025 /PRNewswire/ -- America's Most Trusted® Home Builder, Taylor Morrison Home Corporation (NYSE: TMHC) ("Taylor Morrison"), announced today that Darrell Sherman , EVP, Chief Legal Officer and Secretary, will retire from Taylor Morrison effective May 31, 2025, after serving in the role for nearly 16 years.
Negative
CNBC
1 month ago
Tariffs to add as much as $10,000 to the cost of the average new home, trade association says
Last week, President Donald Trump paused tariffs on some Canadian and Mexican imports, granting a reprieve for a month. Should the duties go through, they could raise material costs for the average new home by as much as $10,000, according to the National Association of Home Builders.
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