Keefe, Bruyette & Woods Comments on D.R. Horton Q4 Earnings

D.R. Horton, Inc. (NYSE:DHI) – Research analysts at Keefe, Bruyette & Woods dropped their Q4 2025 earnings estimates for shares of D.R. Horton in a research note issued to investors on Monday, January 27th. Keefe, Bruyette & Woods analyst J. Rahmani now forecasts that the construction company will earn $4.07 per share for the quarter, down from their previous estimate of $4.29. Keefe, Bruyette & Woods has a “Market Perform” rating and a $183.00 price target on the stock. The consensus estimate for D.R. Horton’s current full-year earnings is $13.87 per share.

D.R. Horton (NYSE:DHI) last issued its earnings results on Tuesday, January 21st. The construction company reported $2.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.37 by $0.24. D.R. Horton had a return on equity of 18.48% and a net margin of 12.69%. The business had revenue of $7.61 billion during the quarter, compared to the consensus estimate of $7.12 billion. During the same period last year, the company earned $2.82 EPS. The company’s revenue for the quarter was down 1.5% on a year-over-year basis.

Other research analysts have also issued research reports about the company. BTIG Research dropped their price objective on D.R. Horton from $190.00 to $186.00 and set a “buy” rating on the stock in a report on Wednesday, October 30th. StockNews.com upgraded D.R. Horton from a “sell” rating to a “hold” rating in a research note on Saturday, January 25th. UBS Group dropped their target price on D.R. Horton from $214.00 to $203.00 and set a “buy” rating on the stock in a report on Wednesday, January 8th. JMP Securities reiterated a “market outperform” rating and issued a $210.00 target price on shares of D.R. Horton in a research report on Wednesday, January 22nd. Finally, Wells Fargo & Company dropped their price objective on D.R. Horton from $190.00 to $175.00 and set an “overweight” rating on the stock in a research note on Tuesday, December 17th. Two analysts have rated the stock with a sell rating, eight have assigned a hold rating and six have issued a buy rating to the stock. According to MarketBeat.com, D.R. Horton has a consensus rating of “Hold” and a consensus price target of $170.20.

D.R. Horton Price Performance

DHI stock opened at $145.94 on Thursday. The stock has a market cap of $46.82 billion, a price-to-earnings ratio of 10.31, a PEG ratio of 0.56 and a beta of 1.75. D.R. Horton has a fifty-two week low of $133.02 and a fifty-two week high of $199.85. The business has a 50 day moving average price of $148.99 and a 200 day moving average price of $169.05. The company has a quick ratio of 1.61, a current ratio of 6.92 and a debt-to-equity ratio of 0.20.

D.R. Horton Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 14th. Investors of record on Friday, February 7th will be paid a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.10%. The ex-dividend date of this dividend is Friday, February 7th. D.R. Horton’s dividend payout ratio is currently 11.31%.

Insider Buying and Selling

In related news, Director Barbara K. Allen sold 5,650 shares of D.R. Horton stock in a transaction that occurred on Thursday, November 21st. The stock was sold at an average price of $163.10, for a total value of $921,515.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. 0.54% of the stock is owned by insiders.

Hedge Funds Weigh In On D.R. Horton

Institutional investors have recently added to or reduced their stakes in the business. Coastline Trust Co acquired a new position in D.R. Horton in the third quarter valued at approximately $26,000. Rakuten Securities Inc. lifted its stake in D.R. Horton by 216.7% in the third quarter. Rakuten Securities Inc. now owns 171 shares of the construction company’s stock valued at $33,000 after buying an additional 117 shares during the period. Wolff Wiese Magana LLC lifted its stake in D.R. Horton by 1,306.7% in the third quarter. Wolff Wiese Magana LLC now owns 211 shares of the construction company’s stock valued at $40,000 after buying an additional 196 shares during the period. Golden State Wealth Management LLC acquired a new position in D.R. Horton in the fourth quarter valued at approximately $30,000. Finally, Grove Bank & Trust lifted its stake in D.R. Horton by 76.2% in the third quarter. Grove Bank & Trust now owns 215 shares of the construction company’s stock valued at $41,000 after buying an additional 93 shares during the period. 90.63% of the stock is owned by institutional investors and hedge funds.

About D.R. Horton

D.R. Horton, Inc operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States. It engages in the acquisition and development of land; and construction and sale of residential homes in 118 markets across 33 states under the names of D.R.