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 4 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
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$55
6%
downside
Avg. target
$70
19%
upside
High target
$82
39%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Barclays Matthew Bouley 36% 1-year accuracy 25 / 69 met price target | 19%upside $70 | Overweight Maintained | 8 Apr 2025 |
Seaport Global Kenneth Zener 50% 1-year accuracy 6 / 12 met price target | 6%downside $55 | Neutral Upgraded | 6 Mar 2025 |
JP Morgan Michael Rehaut 53% 1-year accuracy 9 / 17 met price target | 39%upside $82 | Overweight Maintained | 18 Feb 2025 |
RBC Capital Mike Dahl 42% 1-year accuracy 23 / 55 met price target | 26%upside $74 | Outperform Maintained | 13 Feb 2025 |
Financial journalist opinion
Based on 3 articles about TMHC published over the past 30 days
Neutral
Zacks Investment Research
1 day 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
3 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.
Neutral
PRNewsWire
1 month ago
Taylor Morrison Breaks Barriers with an Increasing Number of Women in its Workforce Pursuing Construction Roles
America's Most Trusted Homebuilder celebrates Women in Construction Week SCOTTSDALE, Ariz. , March 7, 2025 /PRNewswire/ -- America's Most Trusted® Home Builder, Taylor Morrison (NYSE: TMHC), continues to break barriers with an increasing number of women joining its organization.
Neutral
PRNewsWire
1 month ago
Taylor Morrison to Update Financial Targets and Introduce Long-Term Growth Aspirations at Today's Investor Day
SCOTTSDALE, Ariz. , March 6, 2025 /PRNewswire/ -- Taylor Morrison Home Corporation (NYSE: TMHC) ("Taylor Morrison"), a leading national developer and homebuilder, will host its first-ever Investor Day today in Sarasota, Florida.
Positive
CNBC Television
1 month ago
First-time homebuyer still stretched, but activity is picking up, says Taylor Morrison CEO Palmer
Sheryl Palmer, Taylor Morrison CEO, joins 'Closing Bell Overtime' to talk the state of the housing market, the impact of tariffs, land acquisition and more.
Neutral
PRNewsWire
1 month ago
Taylor Morrison CEO Sheryl Palmer Named on the 2025 CNBC Changemakers List
Second annual list recognizes 50 women leaders transforming business SCOTTSDALE, Ariz., Feb. 24, 2025 /PRNewswire/ -- Today, Taylor Morrison (NYSE: TMHC) Chairman and CEO Sheryl Palmer was named on the 2025 CNBC Changemakers: Women Transforming Business list.
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