Ghe LLC Lowers Position in KB Home $KBH

Ghe LLC decreased its holdings in shares of KB Home (NYSE:KBH) by 46.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 17,656 shares of the construction company’s stock after selling 15,327 shares during the period. Ghe LLC’s holdings in KB Home were worth $914,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. First Horizon Corp increased its stake in KB Home by 178.9% in the 4th quarter. First Horizon Corp now owns 502 shares of the construction company’s stock worth $28,000 after acquiring an additional 322 shares during the last quarter. Parkside Financial Bank & Trust boosted its position in shares of KB Home by 73.1% during the 4th quarter. Parkside Financial Bank & Trust now owns 592 shares of the construction company’s stock valued at $33,000 after acquiring an additional 250 shares during the last quarter. Fulcrum Asset Management LLP bought a new stake in shares of KB Home during the 3rd quarter valued at about $36,000. Aventura Private Wealth LLC purchased a new position in shares of KB Home during the fourth quarter worth about $46,000. Finally, Rothschild Investment LLC grew its holdings in shares of KB Home by 391.0% during the fourth quarter. Rothschild Investment LLC now owns 820 shares of the construction company’s stock worth $46,000 after purchasing an additional 653 shares in the last quarter. 96.09% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. Wall Street Zen upgraded shares of KB Home from a “sell” rating to a “hold” rating in a research report on Saturday, June 27th. Citigroup reissued a “market outperform” rating on shares of KB Home in a research note on Wednesday, June 17th. Truist Financial increased their price target on shares of KB Home from $50.00 to $56.00 and gave the stock a “hold” rating in a report on Wednesday, June 24th. The Goldman Sachs Group lowered their price objective on shares of KB Home from $65.00 to $56.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 25th. Finally, Wells Fargo & Company lifted their price objective on shares of KB Home from $50.00 to $52.00 and gave the stock an “underweight” rating in a report on Wednesday, June 24th. Four analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $60.17.

KB Home Stock Up 0.0%

NYSE KBH opened at $56.33 on Monday. The company has a 50-day simple moving average of $52.80 and a two-hundred day simple moving average of $55.78. KB Home has a 12-month low of $44.03 and a 12-month high of $68.71. The firm has a market cap of $3.45 billion, a price-to-earnings ratio of 19.63, a PEG ratio of 9.36 and a beta of 1.34.

KB Home (NYSE:KBH) last released its quarterly earnings data on Tuesday, June 23rd. The construction company reported $0.43 EPS for the quarter, missing the consensus estimate of $0.44 by ($0.01). KB Home had a return on equity of 7.67% and a net margin of 4.94%.The company had revenue of $1.11 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same quarter in the prior year, the firm posted $1.50 EPS. The firm’s quarterly revenue was down 27.3% on a year-over-year basis. Equities analysts expect that KB Home will post 3.29 earnings per share for the current fiscal year.

KB Home Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Thursday, August 6th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Thursday, August 6th. KB Home’s payout ratio is 34.84%.

KB Home News Roundup

Here are the key news stories impacting KB Home this week:

• Positive Sentiment: KB Home opened several new communities this week, including Enclaves at Tumamoc in Tucson, Tobiano in southwest Las Vegas, and Greyhawk and Sparrow at Dutton Meadows in Santa Rosa, expanding its footprint in active housing markets and supporting future sales. KB HOME OPENS ENCLAVES AT TUMAMOC: HOMES PRICED FROM THE LOW $300Ks IN A CENTRAL TUCSON, ARIZONA LOCATION
• Positive Sentiment: The company was named to TIME’s America’s Best Companies 2026 list, a reputational win that may reinforce KB Home’s brand with buyers and investors. KB HOME NAMED ONE OF AMERICA’S BEST COMPANIES BY TIME
• Positive Sentiment: Zacks Research raised several forward earnings estimates for KB Home, including FY2026, FY2027, and FY2028, which can help support investor confidence in the company’s earnings trajectory. KB Home analyst estimate updates
• Neutral Sentiment: KB Home declared a quarterly cash dividend of $0.25 per share, underscoring capital return discipline, though the dividend announcement is not likely to be a major short-term stock catalyst. KB HOME DECLARES THIRD QUARTER 2026 DIVIDEND
• Negative Sentiment: The company’s most recent quarterly results showed earnings slightly below expectations and revenue down sharply year over year, which still hangs over the stock and may limit upside until housing demand or margins improve further.

About KB Home

KB Home is an American homebuilding company headquartered in Los Angeles, California. Founded in 1957, it was among the first homebuilders to go public, offering investors access to one of the nation’s largest residential construction platforms. The company is structured to serve a broad spectrum of homebuyers, with a particular focus on first-time, first move-up and active adult segments. As a public company trading on the New York Stock Exchange under the symbol KBH, KB Home draws on decades of experience in land acquisition, construction and community planning.

At its core, KB Home designs and constructs single-family detached and attached homes, townhomes and condominium units.