D.R. Horton, Inc. $DHI Shares Acquired by Strs Ohio

Strs Ohio grew its stake in D.R. Horton, Inc. (NYSE:DHI) by 28.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 152,400 shares of the construction company’s stock after buying an additional 34,033 shares during the period. Strs Ohio owned 0.05% of D.R. Horton worth $21,950,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Integrated Wealth Concepts LLC boosted its stake in D.R. Horton by 23.4% during the 1st quarter. Integrated Wealth Concepts LLC now owns 4,229 shares of the construction company’s stock worth $538,000 after purchasing an additional 803 shares during the period. Geneos Wealth Management Inc. boosted its stake in D.R. Horton by 295.5% during the 1st quarter. Geneos Wealth Management Inc. now owns 609 shares of the construction company’s stock worth $77,000 after purchasing an additional 455 shares during the period. Sivia Capital Partners LLC purchased a new stake in shares of D.R. Horton in the second quarter valued at about $302,000. Brown Advisory Inc. raised its holdings in shares of D.R. Horton by 3.4% in the second quarter. Brown Advisory Inc. now owns 6,319 shares of the construction company’s stock valued at $815,000 after buying an additional 208 shares during the last quarter. Finally, Cerity Partners LLC raised its holdings in shares of D.R. Horton by 8.9% in the second quarter. Cerity Partners LLC now owns 34,926 shares of the construction company’s stock valued at $4,503,000 after buying an additional 2,859 shares during the last quarter. Institutional investors and hedge funds own 90.63% of the company’s stock.

D.R. Horton Stock Performance

Shares of DHI opened at $149.92 on Monday. The company has a 50-day simple moving average of $147.26 and a 200-day simple moving average of $150.55. The company has a quick ratio of 0.97, a current ratio of 6.46 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $42.51 billion, a PE ratio of 14.05, a P/E/G ratio of 2.11 and a beta of 1.41. D.R. Horton, Inc. has a 52-week low of $114.17 and a 52-week high of $184.54.

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

D.R. Horton Announces Dividend

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

Key Headlines 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.

Insider Activity

In other news, SVP Aron M. Odom sold 260 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $167.55, for a total value of $43,563.00. Following the completion of the transaction, the senior vice president owned 6,457 shares in the company, valued at $1,081,870.35. This trade represents a 3.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.66% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

DHI has been the topic of a number of research reports. Bank of America set a $158.00 price target on D.R. Horton in a report on Wednesday, January 21st. Weiss Ratings raised D.R. Horton from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, April 24th. Evercore raised their price target on D.R. Horton from $167.00 to $169.00 and gave the stock an “in-line” rating in a report on Wednesday, January 21st. Barclays raised their price target on D.R. Horton from $128.00 to $140.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 22nd. Finally, Citizens Jmp reissued a “market perform” rating on shares of D.R. Horton in a report on Wednesday, January 7th. Four research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $168.54.

D.R. Horton Profile

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.