Keefe, Bruyette & Woods Comments on D.R. Horton Q4 Earnings

D.R. Horton, Inc. (NYSE:DHI) – Research analysts at Keefe, Bruyette & Woods dropped their Q4 2025 earnings per share (EPS) estimates for D.R. Horton in a research report issued on Monday, January 27th. Keefe, Bruyette & Woods analyst J. Rahmani now expects that the construction company will post earnings per share of $4.07 for the quarter, down from their prior forecast of $4.29. Keefe, Bruyette & Woods has a “Market Perform” rating and a $183.00 price objective on the stock. The consensus estimate for D.R. Horton’s current full-year earnings is $13.87 per share.

A number of other analysts have also recently issued reports on DHI. Evercore ISI decreased their target price on D.R. Horton from $218.00 to $204.00 and set an “outperform” rating for the company in a research report on Wednesday, October 30th. Citigroup lowered their target price on D.R. Horton from $185.00 to $152.00 and set a “neutral” rating on the stock in a report on Monday, January 6th. JPMorgan Chase & Co. cut D.R. Horton from a “neutral” rating to an “underweight” rating and decreased their price objective for the stock from $188.00 to $156.00 in a report on Friday, December 13th. The Goldman Sachs Group reduced their price objective on D.R. Horton from $200.00 to $171.00 and set a “buy” rating on the stock in a research note on Tuesday, January 14th. Finally, Royal Bank of Canada reiterated an “underperform” rating and issued a $125.00 price target on shares of D.R. Horton in a research note on Wednesday, January 22nd. Two equities research analysts have rated the stock with a sell rating, eight have issued a hold rating and six have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $170.20.

D.R. Horton Price Performance

DHI stock opened at $145.94 on Thursday. The company has a current ratio of 6.92, a quick ratio of 1.61 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $46.82 billion, a PE ratio of 10.31, a P/E/G ratio of 0.56 and a beta of 1.75. D.R. Horton has a 12-month low of $133.02 and a 12-month high of $199.85. The business’s fifty day moving average price is $148.99 and its 200 day moving average price is $169.05.

D.R. Horton (NYSE:DHI) last announced its quarterly earnings data on Tuesday, January 21st. The construction company reported $2.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.37 by $0.24. D.R. Horton had a return on equity of 18.48% and a net margin of 12.69%. The firm had revenue of $7.61 billion during the quarter, compared to analysts’ expectations of $7.12 billion. During the same period last year, the business posted $2.82 earnings per share. The company’s revenue for the quarter was down 1.5% compared to the same quarter last year.

Hedge Funds Weigh In On D.R. Horton

Institutional investors and hedge funds have recently made changes to their positions in the business. TCI Wealth Advisors Inc. increased its position in D.R. Horton by 4.1% in the third quarter. TCI Wealth Advisors Inc. now owns 1,487 shares of the construction company’s stock worth $284,000 after purchasing an additional 58 shares during the last quarter. Covestor Ltd increased its position in D.R. Horton by 6.6% during the third quarter. Covestor Ltd now owns 1,064 shares of the construction company’s stock valued at $203,000 after acquiring an additional 66 shares during the last quarter. Insigneo Advisory Services LLC increased its position in D.R. Horton by 1.9% during the third quarter. Insigneo Advisory Services LLC now owns 3,644 shares of the construction company’s stock valued at $695,000 after acquiring an additional 67 shares during the last quarter. Azzad Asset Management Inc. ADV boosted its stake in shares of D.R. Horton by 0.8% during the third quarter. Azzad Asset Management Inc. ADV now owns 8,643 shares of the construction company’s stock valued at $1,649,000 after purchasing an additional 72 shares during the period. Finally, Demars Financial Group LLC boosted its stake in shares of D.R. Horton by 3.5% during the third quarter. Demars Financial Group LLC now owns 2,197 shares of the construction company’s stock valued at $419,000 after purchasing an additional 74 shares during the period. Hedge funds and other institutional investors own 90.63% of the company’s stock.

Insider Transactions at D.R. Horton

In other D.R. Horton news, Director Barbara K. Allen sold 5,650 shares of the firm’s stock in a transaction dated Thursday, November 21st. The shares were sold at an average price of $163.10, for a total transaction of $921,515.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.54% of the company’s stock.

D.R. Horton Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Friday, February 7th will be issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 1.10%. The ex-dividend date of this dividend is Friday, February 7th. D.R. Horton’s dividend payout ratio (DPR) is presently 11.31%.

About D.R. Horton

D.R. Horton, Inc operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States. It engages in the acquisition and development of land; and construction and sale of residential homes in 118 markets across 33 states under the names of D.R.