Taylor Morrison Home (NYSE:TMHC) Stock Rating Upgraded by Zacks Research

Taylor Morrison Home (NYSE:TMHC) was upgraded by analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued to investors on Wednesday,Zacks.com reports.

A number of other brokerages have also commented on TMHC. Royal Bank Of Canada upped their price target on shares of Taylor Morrison Home from $68.00 to $69.00 and gave the company an “outperform” rating in a research note on Thursday. Seaport Research Partners reiterated a “sell” rating and set a $49.00 target price (down from $85.00) on shares of Taylor Morrison Home in a research note on Tuesday, April 7th. Weiss Ratings cut Taylor Morrison Home from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, February 20th. Citizens Jmp assumed coverage on Taylor Morrison Home in a research note on Wednesday, January 7th. They issued a “market outperform” rating and a $95.00 price target for the company. Finally, Barclays upped their price objective on Taylor Morrison Home from $68.00 to $69.00 and gave the company an “overweight” rating in a report on Thursday. Seven investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $77.43.

Taylor Morrison Home Stock Performance

Shares of TMHC stock opened at $64.41 on Wednesday. The company has a fifty day moving average price of $61.47 and a two-hundred day moving average price of $61.48. Taylor Morrison Home has a one year low of $54.58 and a one year high of $72.50. The stock has a market cap of $6.20 billion, a P/E ratio of 9.61, a P/E/G ratio of 1.62 and a beta of 1.58. The company has a debt-to-equity ratio of 0.37, a current ratio of 7.66 and a quick ratio of 1.55.

Taylor Morrison Home (NYSE:TMHC) last released its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $0.82 by $0.30. The company had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.33 billion. Taylor Morrison Home had a net margin of 8.77% and a return on equity of 11.48%. Taylor Morrison Home’s revenue for the quarter was down 26.8% compared to the same quarter last year. During the same period in the previous year, the business earned $2.07 EPS. As a group, equities analysts predict that Taylor Morrison Home will post 4.96 EPS for the current year.

Institutional Investors Weigh In On Taylor Morrison Home

A number of large investors have recently bought and sold shares of TMHC. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Taylor Morrison Home by 5.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 299,888 shares of the construction company’s stock valued at $18,005,000 after acquiring an additional 16,379 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in Taylor Morrison Home by 30.7% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 899 shares of the construction company’s stock worth $55,000 after acquiring an additional 211 shares during the last quarter. M&T Bank Corp acquired a new position in Taylor Morrison Home in the 2nd quarter worth about $262,000. EverSource Wealth Advisors LLC increased its stake in shares of Taylor Morrison Home by 406.8% in the second quarter. EverSource Wealth Advisors LLC now owns 897 shares of the construction company’s stock valued at $55,000 after buying an additional 720 shares during the period. Finally, Marshall Wace LLP boosted its position in Taylor Morrison Home by 12.0% during the 2nd quarter. Marshall Wace LLP now owns 8,029 shares of the construction company’s stock worth $493,000 after buying an additional 859 shares during the period. 95.16% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Taylor Morrison Home

Here are the key news stories impacting Taylor Morrison Home this week:

• Positive Sentiment: Q1 results topped Street estimates — GAAP EPS of $1.12 beat the consensus (~$0.82) and revenue of $1.39B beat estimates, supporting near‑term cash generation and valuation. Taylor Morrison Reports First Quarter 2026 Results
• Positive Sentiment: Management reaffirmed 2026 guidance of ~11,000 closings and announced ~$400M in share buybacks — both supportive of earnings per share and signal confidence in cash flow and capital return. Taylor Morrison reaffirms 2026 guidance…
• Positive Sentiment: Backlog strength and higher to‑be‑built mix (rising to ~38%) point to more controlled, higher‑margin orders over time and smoother revenue realization as the backlog rebuild progresses. Taylor Morrison Home Corp (TMHC) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Company provided detailed materials — full earnings release, slide deck and call transcript are available for investors who want line‑by‑line metrics and management commentary. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Margins compressed in Q1 as Taylor Morrison prioritized rebuilding backlog and shifted mix toward to‑be‑built homes, which carries higher lot, build‑to‑sell timing and cost exposure — a near‑term drag on gross margin. TMHC Q1 Deep Dive: Margins Compress…
• Negative Sentiment: Revenue and EPS are substantially below year‑ago levels (revenue down ~27% YoY; EPS much lower than last year), highlighting how the recovery is uneven and valuation relies on margin recovery and buybacks. MarketBeat Q1 coverage
• Negative Sentiment: At least one major firm lowered expectations for TMHC, signaling investor caution and potential for further analyst revisions if margins or volumes disappoint. Bank of America Lowers Expectations for TMHC

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.