Century Communities (NYSE:CCS) Posts Quarterly Earnings Results, Beats Expectations By $0.20 EPS

Century Communities (NYSE:CCS) announced its quarterly earnings results on Wednesday. The construction company reported $1.59 EPS for the quarter, beating the consensus estimate of $1.39 by $0.20, FiscalAI reports. The business had revenue of $1.23 billion during the quarter, compared to analysts’ expectations of $1.04 billion. Century Communities had a return on equity of 6.88% and a net margin of 3.58%.The firm’s quarterly revenue was down 3.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.54 EPS.

Here are the key takeaways from Century Communities’ conference call:

• Operational execution: Achieved a record cycle time of 114 days, reduced direct construction costs by about $13,000 per home, and cut finished spec inventory nearly 30%, improving speed-to-sale and cost structure.
• Demand & sales: Set a Q4 company record with 2,702 net orders and delivered 10,792 homes in 2025, but early-2026 sales pace is modestly slower year-over-year even as traffic trends show some improvement.
• Land & growth optionality: Ended 4Q with roughly 61,000 owned and controlled lots (including 26,000 optioned lots backed by only $74 million in deposits) and can grow deliveries ~10% annually in 2026–27 based on existing lots.
• Capital & liquidity: Generated $153 million of operating cash in 2025, lowered net homebuilding leverage to ~26%, maintained a $0.29 quarterly dividend, and repurchased 2.3 million shares (7% of shares) while returning a record $178 million to shareholders.
• Margins pressured near-term: Adjusted homebuilding gross margin was 18.3% in Q4 but was weighed by incentives (peaking ~1,300 bps), a $10.9 million closeout impairment, and management expects only modest incentive relief and higher SG&A (14.5% in Q1), which could depress near-term profitability.

Century Communities Stock Down 0.2%

CCS opened at $63.85 on Friday. The business has a 50 day moving average of $63.06 and a 200-day moving average of $62.49. The stock has a market capitalization of $1.88 billion, a price-to-earnings ratio of 13.14 and a beta of 1.56. The company has a current ratio of 0.54, a quick ratio of 0.54 and a debt-to-equity ratio of 0.45. Century Communities has a 1-year low of $50.42 and a 1-year high of $80.53.

Century Communities Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Wednesday, November 26th were issued a dividend of $0.29 per share. The ex-dividend date was Wednesday, November 26th. This represents a $1.16 dividend on an annualized basis and a dividend yield of 1.8%. Century Communities’s payout ratio is 16.93%.

Institutional Trading of Century Communities

A number of hedge funds have recently bought and sold shares of the stock. Balyasny Asset Management L.P. grew its position in Century Communities by 32.2% in the 2nd quarter. Balyasny Asset Management L.P. now owns 1,044,604 shares of the construction company’s stock worth $58,832,000 after purchasing an additional 254,186 shares during the last quarter. Marshall Wace LLP lifted its stake in shares of Century Communities by 17.7% in the third quarter. Marshall Wace LLP now owns 328,770 shares of the construction company’s stock valued at $20,834,000 after buying an additional 49,519 shares during the period. Squarepoint Ops LLC grew its position in Century Communities by 70.6% during the third quarter. Squarepoint Ops LLC now owns 242,494 shares of the construction company’s stock worth $15,367,000 after buying an additional 100,313 shares in the last quarter. Bridgeway Capital Management LLC increased its stake in Century Communities by 3.9% during the third quarter. Bridgeway Capital Management LLC now owns 193,433 shares of the construction company’s stock valued at $12,258,000 after acquiring an additional 7,175 shares during the period. Finally, Bank of America Corp DE raised its holdings in Century Communities by 75.7% in the 3rd quarter. Bank of America Corp DE now owns 175,467 shares of the construction company’s stock valued at $11,119,000 after acquiring an additional 75,607 shares in the last quarter. 99.54% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the stock. Citigroup started coverage on shares of Century Communities in a report on Wednesday, January 21st. They set an “outperform” rating on the stock. Citizens Jmp started coverage on Century Communities in a report on Wednesday, January 21st. They set a “market outperform” rating and a $92.00 target price on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Century Communities in a research note on Wednesday, January 21st. JPMorgan Chase & Co. reissued an “underweight” rating and issued a $56.00 price objective on shares of Century Communities in a research note on Thursday, December 4th. Finally, B. Riley reaffirmed a “buy” rating on shares of Century Communities in a research report on Thursday. Three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $76.50.

About Century Communities

Century Communities, Inc is a national homebuilder and land developer headquartered in Greenwood Village, Colorado. The company is engaged in the acquisition, development, construction and sale of single- and multi-family residential homes, offering a range of floor plans and design options to homebuyers. In addition to its core homebuilding activities, Century Communities provides ancillary services such as mortgage financing, title and closing services, and insurance products through its wholly owned subsidiaries, aiming to deliver a comprehensive homebuying experience.

Founded in 2009, Century Communities rapidly expanded through both organic growth and strategic land acquisitions, positioning itself in high-growth markets across the United States.