Wedbush Forecasts Reduced Earnings for Taylor Morrison Home

Taylor Morrison Home Corporation (NYSE:TMHC) – Investment analysts at Wedbush decreased their Q4 2025 earnings per share estimates for shares of Taylor Morrison Home in a research report issued on Thursday, October 23rd. Wedbush analyst J. Mccanless now forecasts that the construction company will post earnings per share of $1.62 for the quarter, down from their previous forecast of $2.28. Wedbush currently has a “Outperform” rating and a $85.00 target price on the stock. The consensus estimate for Taylor Morrison Home’s current full-year earnings is $8.93 per share. Wedbush also issued estimates for Taylor Morrison Home’s Q2 2026 earnings at $1.84 EPS, Q3 2026 earnings at $2.00 EPS, Q4 2026 earnings at $2.10 EPS, FY2026 earnings at $7.32 EPS, Q2 2027 earnings at $1.94 EPS, Q3 2027 earnings at $2.29 EPS and FY2027 earnings at $8.42 EPS.

Several other analysts also recently commented on TMHC. Weiss Ratings restated a “buy (b)” rating on shares of Taylor Morrison Home in a research note on Wednesday, October 8th. Bank of America reduced their target price on Taylor Morrison Home from $75.00 to $72.00 and set a “buy” rating for the company in a research note on Friday, October 10th. Royal Bank Of Canada reduced their target price on Taylor Morrison Home from $75.00 to $68.00 and set an “outperform” rating for the company in a research note on Thursday, October 23rd. Finally, Seaport Res Ptn upgraded Taylor Morrison Home from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 23rd. One investment analyst has rated the stock with a Strong Buy rating and nine have issued a Buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $76.38.

Taylor Morrison Home Stock Performance

Shares of TMHC opened at $59.90 on Monday. The company has a debt-to-equity ratio of 0.35, a current ratio of 7.02 and a quick ratio of 1.02. The stock has a 50-day moving average of $66.04 and a 200-day moving average of $62.26. The company has a market cap of $6.01 billion, a PE ratio of 7.22 and a beta of 1.61. Taylor Morrison Home has a one year low of $51.90 and a one year high of $75.49.

Taylor Morrison Home (NYSE:TMHC) last issued its earnings results on Wednesday, October 22nd. The construction company reported $2.11 EPS for the quarter, beating the consensus estimate of $1.93 by $0.18. The company had revenue of $2.10 billion during the quarter, compared to the consensus estimate of $2.03 billion. Taylor Morrison Home had a return on equity of 15.23% and a net margin of 10.16%.The firm’s revenue for the quarter was down 1.2% compared to the same quarter last year. During the same period last year, the business posted $2.40 EPS.

Insider Buying and Selling at Taylor Morrison Home

In other news, CEO Sheryl Palmer sold 25,000 shares of the business’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $70.20, for a total value of $1,755,000.00. Following the transaction, the chief executive officer owned 383,988 shares in the company, valued at $26,955,957.60. The trade was a 6.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Anne L. Mariucci sold 14,002 shares of the business’s stock in a transaction that occurred on Thursday, September 11th. The stock was sold at an average price of $70.00, for a total value of $980,140.00. Following the completion of the transaction, the director owned 48,191 shares in the company, valued at $3,373,370. The trade was a 22.51% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 67,351 shares of company stock worth $4,700,630. Insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Taylor Morrison Home

A number of hedge funds and other institutional investors have recently modified their holdings of TMHC. Norges Bank purchased a new position in shares of Taylor Morrison Home in the 2nd quarter worth approximately $93,627,000. Long Pond Capital LP boosted its stake in shares of Taylor Morrison Home by 132.4% in the 2nd quarter. Long Pond Capital LP now owns 1,561,586 shares of the construction company’s stock worth $95,913,000 after buying an additional 889,616 shares during the last quarter. Nuveen LLC purchased a new position in shares of Taylor Morrison Home in the 1st quarter worth approximately $51,329,000. AQR Capital Management LLC boosted its stake in shares of Taylor Morrison Home by 118.0% in the 2nd quarter. AQR Capital Management LLC now owns 1,273,418 shares of the construction company’s stock worth $77,933,000 after buying an additional 689,286 shares during the last quarter. Finally, Vaughan Nelson Investment Management L.P. purchased a new position in shares of Taylor Morrison Home in the 3rd quarter worth approximately $38,189,000. Hedge funds and other institutional investors own 95.16% of the company’s stock.

Taylor Morrison Home Company Profile

Taylor Morrison Home Corporation, together with its subsidiaries, operates as a public homebuilder in the United States. The company designs, builds, and sells single and multi-family detached and attached homes; and develops lifestyle and master-planned communities. It develops and constructs multi-use properties consisting of commercial space, retail, and multi-family properties under the Urban Form brand name.