Public Sector Pension Investment Board Reduces Position in Tri Pointe Homes Inc. $TPH

Public Sector Pension Investment Board trimmed its holdings in Tri Pointe Homes Inc. (NYSE:TPH) by 3.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 341,317 shares of the construction company’s stock after selling 11,764 shares during the quarter. Public Sector Pension Investment Board owned about 0.40% of Tri Pointe Homes worth $11,595,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in TPH. MQS Management LLC lifted its position in Tri Pointe Homes by 66.2% during the third quarter. MQS Management LLC now owns 13,875 shares of the construction company’s stock worth $471,000 after buying an additional 5,527 shares in the last quarter. Savant Capital LLC grew its holdings in Tri Pointe Homes by 5.5% in the 3rd quarter. Savant Capital LLC now owns 26,145 shares of the construction company’s stock valued at $888,000 after buying an additional 1,363 shares in the last quarter. Hantz Financial Services Inc. increased its stake in shares of Tri Pointe Homes by 59.9% in the 3rd quarter. Hantz Financial Services Inc. now owns 3,045 shares of the construction company’s stock worth $103,000 after acquiring an additional 1,141 shares during the last quarter. Jones Financial Companies Lllp raised its holdings in shares of Tri Pointe Homes by 504.8% during the 3rd quarter. Jones Financial Companies Lllp now owns 3,556 shares of the construction company’s stock worth $120,000 after acquiring an additional 2,968 shares during the period. Finally, State of Wyoming boosted its position in shares of Tri Pointe Homes by 64.5% during the 3rd quarter. State of Wyoming now owns 10,374 shares of the construction company’s stock valued at $352,000 after acquiring an additional 4,067 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Key Tri Pointe Homes News

Here are the key news stories impacting Tri Pointe Homes this week:

• Positive Sentiment: Acquisition announced: Sumitomo Forestry will acquire Tri Pointe for about $4.5 billion, a deal that markets view as a premium to recent trading and the primary catalyst for the stock’s increase. Japan’s Sumitomo Forestry to acquire US builder Tri Pointe Homes for about $4.5 bln
• Positive Sentiment: Market reaction coverage: Multiple outlets report the buyout and the stock rally, highlighting investor enthusiasm and the broad market response. Tri Pointe Homes stock soars after $4.5 billion acquisition deal with Sumitomo
• Positive Sentiment: Analyst/news commentary: Industry write-ups explain the mechanics of the $4.5B buyout and why the offer price has pushed TPH higher, useful for investors assessing deal certainty and premium. Why Did Tri Pointe Homes (TPH) Stock Jump 25%? $4.5B Buyout Deal
• Positive Sentiment: Deal summary in financial press: Additional outlets summarize the transaction details and strategic rationale, reinforcing market confidence in deal completion and the takeover premium. Tri Pointe Homes to be acquired by Sumitomo Forestry in $4.5B deal
• Neutral Sentiment: Corporate release frames strategic rationale: Sumitomo positions the deal as a strategic combination to scale U.S. homebuilding and expand affordable housing supply; this is company messaging that supports the deal case but is promotional. Sumitomo Forestry Announces Strategic Combination with Tri‑Pointe Homes to Create a Leading U.S. Homebuilder
• Negative Sentiment: Multiple law firms have launched investigations alleging the deal price or process may be unfair to shareholders—this increases legal and regulatory risk and could lead to delays, negotiations over price, or litigation costs. SHAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Tri Pointe Homes, Inc. (NYSE: TPH)
• Negative Sentiment: Additional shareholder law firms (Ademi LLP and Halper Sadeh LLC) are investigating potential fiduciary breaches and whether the $47 per-share price is fair—more legal action could pressure deal terms or timing. Shareholder Alert: The Ademi Firm investigates whether Tri Pointe Homes, Inc. is obtaining a Fair Price for its Public Shareholders
• Negative Sentiment: Pre-deal skepticism: A prior analysis flagged valuation and near-term operational concerns for Tri Pointe, which remain relevant if deal negotiations change; weak fundamentals could be used by dissenting shareholders or affect regulator scrutiny. Tri Ponte Homes: Q4 May Represent A Bottom, But Valuations Still Look Concerning

Tri Pointe Homes Trading Up 26.9%

Shares of NYSE TPH opened at $46.40 on Monday. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 0.34. The stock has a market capitalization of $3.99 billion, a PE ratio of 13.69, a PEG ratio of 1.38 and a beta of 1.39. Tri Pointe Homes Inc. has a twelve month low of $27.90 and a twelve month high of $46.47. The stock has a fifty day simple moving average of $33.89 and a 200-day simple moving average of $33.62.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on TPH shares. Weiss Ratings restated a “hold (c)” rating on shares of Tri Pointe Homes in a research report on Tuesday, January 27th. Royal Bank Of Canada set a $31.00 price target on shares of Tri Pointe Homes in a report on Friday, January 9th. Citizens Jmp assumed coverage on Tri Pointe Homes in a report on Wednesday, January 7th. They issued a “market outperform” rating and a $46.00 price objective on the stock. Citigroup began coverage on Tri Pointe Homes in a research note on Wednesday, January 7th. They set an “outperform” rating for the company. Finally, Oppenheimer lowered Tri Pointe Homes from an “outperform” rating to a “market perform” rating in a research note on Friday. Three equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, Tri Pointe Homes currently has a consensus rating of “Hold” and a consensus target price of $39.40.

Tri Pointe Homes Company Profile

Tri Pointe Homes, Inc (NYSE: TPH) is a national homebuilder engaged in the acquisition, development, construction, marketing and sale of single-family detached homes and attached products. The company’s operations span a range of new residential communities, offering customizable floor plans in both tract and luxury segments. Its integrated business model encompasses land sourcing, entitlement, design, construction oversight and in-house customer care and warranty service.

Founded in 2009 through the combination of three regional builders, Tri Pointe Homes has grown into a prominent player across key western U.S.