Taylor Morrison Home (NYSE:TMHC) Posts Earnings Results, Beats Expectations By $0.30 EPS

Taylor Morrison Home (NYSE:TMHC) issued its quarterly earnings results on Wednesday. The construction company reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $0.82 by $0.30, FiscalAI reports. Taylor Morrison Home had a return on equity of 11.48% and a net margin of 8.77%.The firm had revenue of $1.39 billion for the quarter, compared to analysts’ expectations of $1.33 billion. During the same period in the previous year, the firm posted $2.07 EPS. The business’s revenue for the quarter was down 26.8% compared to the same quarter last year.

Here are the key takeaways from Taylor Morrison Home’s conference call:

• Taylor Morrison delivered 2,268 home closings in Q1 at an average price of $578,000, generating roughly $1.3B in revenue, an adjusted home closings gross margin of 20.6%, and adjusted EPS of $1.12.
• The sales mix improved as to‑be‑built orders rose to 38% (from 28%), backlog grew 23% to 3,465 homes, and finished spec inventory declined 30%, supporting margin recovery as to‑be‑built sales convert.
• Management reaffirmed full‑year 2026 guidance (~11,000 closings at an average closing price of $580–590k), repurchased $150M of stock in Q1 and is targeting another $400M, signaling disciplined capital allocation.
• The company controls 75,626 lots (51% off‑balance‑sheet) and plans roughly $2B of 2026 land/development spend while using a mix of seller financing, JVs, options and limited land banking (~13% of lots), which manages risk but increases capital complexity.
• Technology and AI adoption is boosting efficiency and sales engagement — the reservation platform recorded >1,000 reservations (58% conversion), AI interactions totaled 2.4M in Q1, and online sales appointments exceeded 11,000, with lower incremental tech spend.

Taylor Morrison Home Stock Down 0.3%

TMHC opened at $64.82 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.55 and a current ratio of 7.66. The stock has a market cap of $6.24 billion, a price-to-earnings ratio of 9.61, a price-to-earnings-growth ratio of 1.62 and a beta of 1.58. The firm’s fifty day moving average is $61.47 and its 200 day moving average is $61.48. Taylor Morrison Home has a fifty-two week low of $54.58 and a fifty-two week high of $72.50.

Hedge Funds Weigh In On Taylor Morrison Home

Hedge funds have recently added to or reduced their stakes in the stock. Miller Capital Partners Inc. bought a new position in Taylor Morrison Home in the 4th quarter worth about $27,000. Brown Brothers Harriman & Co. bought a new position in shares of Taylor Morrison Home during the fourth quarter valued at approximately $33,000. Los Angeles Capital Management LLC bought a new position in shares of Taylor Morrison Home during the fourth quarter valued at approximately $45,000. Pinnacle Holdings LLC boosted its stake in shares of Taylor Morrison Home by 62.1% during the fourth quarter. Pinnacle Holdings LLC now owns 783 shares of the construction company’s stock valued at $46,000 after purchasing an additional 300 shares in the last quarter. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of Taylor Morrison Home by 406.8% during the second quarter. EverSource Wealth Advisors LLC now owns 897 shares of the construction company’s stock valued at $55,000 after purchasing an additional 720 shares in the last quarter. 95.16% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently commented on TMHC. Barclays boosted their price target on Taylor Morrison Home from $68.00 to $69.00 and gave the stock an “overweight” rating in a research report on Thursday. Wolfe Research reissued an “outperform” rating and set a $76.00 price target on shares of Taylor Morrison Home in a research report on Thursday. Bank of America reduced their price target on shares of Taylor Morrison Home from $72.00 to $68.00 and set a “neutral” rating for the company in a research report on Monday. Weiss Ratings downgraded shares of Taylor Morrison Home from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 20th. Finally, Seaport Research Partners reissued a “sell” rating and set a $49.00 price target (down from $85.00) on shares of Taylor Morrison Home in a research report on Tuesday, April 7th. Seven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $77.43.

About Taylor Morrison Home

Taylor Morrison Home Corporation (NYSE:TMHC) is a leading national homebuilder and developer specializing in the design, construction and sale of single-family detached and attached homes. The company’s portfolio spans entry-level, first-time, move-up and active-adult segments, offering buyers a diverse array of architectural styles, floor plans and personalized design options. Through its vertically integrated model, Taylor Morrison manages land acquisition, community development, construction and sales to deliver quality homes and customer-focused experiences across its markets.

The company’s heritage traces back to Morrison Homes, founded in 1977, and Taylor Woodrow, established in 1921 in the United Kingdom.