US Bancorp DE Has $14.06 Million Position in D.R. Horton, Inc. $DHI

US Bancorp DE lowered its position in D.R. Horton, Inc. (NYSE:DHI) by 7.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 97,622 shares of the construction company’s stock after selling 8,414 shares during the quarter. US Bancorp DE’s holdings in D.R. Horton were worth $14,061,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Merit Financial Group LLC increased its holdings in D.R. Horton by 25.6% in the 4th quarter. Merit Financial Group LLC now owns 18,298 shares of the construction company’s stock valued at $2,635,000 after acquiring an additional 3,726 shares during the last quarter. Winnow Wealth LLC bought a new stake in D.R. Horton in the 3rd quarter valued at $960,000. Nordea Investment Management AB increased its holdings in D.R. Horton by 41.5% in the 4th quarter. Nordea Investment Management AB now owns 1,239,316 shares of the construction company’s stock valued at $179,428,000 after acquiring an additional 363,573 shares during the last quarter. Arete Wealth Advisors LLC bought a new stake in D.R. Horton in the 3rd quarter valued at $946,000. Finally, Mediolanum International Funds Ltd increased its holdings in D.R. Horton by 96.6% in the 3rd quarter. Mediolanum International Funds Ltd now owns 151,153 shares of the construction company’s stock valued at $25,670,000 after acquiring an additional 74,266 shares during the last quarter. Institutional investors and hedge funds own 90.63% of the company’s stock.

Insider Activity at D.R. Horton

In related news, SVP Aron M. Odom sold 260 shares of D.R. Horton stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $167.55, for a total transaction of $43,563.00. Following the completion of the transaction, the senior vice president directly owned 6,457 shares of the company’s stock, valued at approximately $1,081,870.35. The trade was a 3.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.66% of the company’s stock.

D.R. Horton Price Performance

DHI stock opened at $149.92 on Friday. D.R. Horton, Inc. has a 12 month low of $114.17 and a 12 month high of $184.54. The company has a current ratio of 6.46, a quick ratio of 0.97 and a debt-to-equity ratio of 0.27. The company has a 50-day moving average price of $147.26 and a 200 day moving average price of $150.60. The stock has a market cap of $42.51 billion, a PE ratio of 14.05, a P/E/G ratio of 2.12 and a beta of 1.41.

D.R. Horton (NYSE:DHI) last released its quarterly earnings results on Tuesday, April 21st. The construction company reported $2.24 EPS for the quarter, topping analysts’ consensus estimates of $2.15 by $0.09. D.R. Horton had a net margin of 9.51% and a return on equity of 12.94%. The firm had revenue of $7.56 billion during the quarter, compared to analysts’ expectations of $7.55 billion. During the same period in the previous year, the company earned $2.58 EPS. The firm’s revenue for the quarter was down 2.3% compared to the same quarter last year. Equities research analysts anticipate that D.R. Horton, Inc. will post 10.54 earnings per share for the current year.

D.R. Horton Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Investors of record on Thursday, May 7th will be paid a dividend of $0.45 per share. The ex-dividend date of this dividend is Thursday, May 7th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.2%. D.R. Horton’s payout ratio is currently 16.87%.

Key Stories Impacting D.R. Horton

Here are the key news stories impacting D.R. Horton this week:

• Positive Sentiment: Citizens Jmp and other shops raised medium‑term earnings views — Citizens Jmp boosted FY2027 to $11.15 (from $11.05) and lifted multiple quarterly EPS targets for 2026–2027, and Wolfe and Keefe also increased some Q4/FY estimates. Those upward revisions for later periods support a better earnings trajectory beyond near‑term cycles.
• Neutral Sentiment: D.R. Horton opened a new community (Badger Heights) in Rochester, MN, expanding its local inventory and revenue pipeline — a modest positive for growth at the regional level. D.R. Horton Enters the New Home Market in Rochester, Minnesota
• Neutral Sentiment: Materials / supplier note — Martin Marietta reported a Q1 miss on earnings amid margin pressure; commodity / aggregates dynamics can affect builder input costs and margins, so investors may be watching supplier results for cost signals. Martin Marietta Q1 Earnings Miss
• Negative Sentiment: Near‑term cut from Citizens Jmp — the same Citizens Jmp note trimmed Q1 2027 EPS to $1.69 (from $1.92), signaling weaker near‑term cadence and likely contributing to investor concern about the upcoming quarter.
• Negative Sentiment: Wolfe Research reductions — Wolfe lowered its Q3 2026 and FY2026 EPS views in updates, adding to mixed signals and giving traders reason to mark down valuation ahead of clearer demand/margin data.

Analyst Ratings Changes

DHI has been the subject of a number of recent research reports. Bank of America set a $158.00 price objective on shares of D.R. Horton in a research note on Wednesday, January 21st. Royal Bank Of Canada lifted their price objective on shares of D.R. Horton from $117.00 to $123.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. UBS Group lifted their price objective on shares of D.R. Horton from $193.00 to $206.00 and gave the stock a “buy” rating in a research note on Wednesday, April 22nd. Citigroup lifted their price objective on shares of D.R. Horton from $162.00 to $173.00 and gave the stock a “neutral” rating in a research note on Thursday, April 23rd. Finally, Evercore lifted their price objective on shares of D.R. Horton from $167.00 to $169.00 and gave the stock an “in-line” rating in a research note on Wednesday, January 21st. Four analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $168.54.

About D.R. Horton

D.R. Horton, Inc is a national homebuilding company that designs, constructs and sells new residential properties across the United States. The company’s core operations focus on building single-family detached homes, townhomes and condominiums for a range of buyer segments. In addition to home construction and sales, D.R. Horton provides complementary services through subsidiaries that support the mortgage, title and closing processes for its customers, enabling integrated transaction workflows from inventory development to home delivery.

Founded in 1978 by Donald R.