Wall Street Zen lowered shares of Beazer Homes USA (NYSE:BZH – Free Report) from a hold rating to a strong sell rating in a research note published on Saturday morning.
A number of other brokerages have also recently weighed in on BZH. Weiss Ratings restated a “hold (c)” rating on shares of Beazer Homes USA in a research note on Monday, December 29th. Zacks Research upgraded Beazer Homes USA from a “strong sell” rating to a “hold” rating in a research note on Friday, January 16th. Two investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Beazer Homes USA has an average rating of “Hold” and an average price target of $31.33.
View Our Latest Research Report on Beazer Homes USA
Beazer Homes USA Stock Down 10.9%
Beazer Homes USA (NYSE:BZH – Get Free Report) last posted its earnings results on Thursday, January 29th. The construction company reported ($1.13) EPS for the quarter, missing the consensus estimate of ($0.49) by ($0.64). Beazer Homes USA had a return on equity of 2.10% and a net margin of 0.44%.The business had revenue of $363.49 million during the quarter, compared to the consensus estimate of $423.23 million. During the same period in the prior year, the firm earned $0.10 earnings per share. The business’s revenue was down 22.5% on a year-over-year basis. On average, equities research analysts expect that Beazer Homes USA will post 3.48 earnings per share for the current fiscal year.
Hedge Funds Weigh In On Beazer Homes USA
Institutional investors have recently modified their holdings of the stock. Royal Bank of Canada raised its position in Beazer Homes USA by 1.8% in the 1st quarter. Royal Bank of Canada now owns 73,915 shares of the construction company’s stock worth $1,507,000 after purchasing an additional 1,279 shares during the last quarter. AQR Capital Management LLC increased its stake in Beazer Homes USA by 35.5% in the first quarter. AQR Capital Management LLC now owns 198,855 shares of the construction company’s stock valued at $4,055,000 after purchasing an additional 52,062 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Beazer Homes USA by 4.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 17,314 shares of the construction company’s stock valued at $353,000 after buying an additional 734 shares in the last quarter. Belpointe Asset Management LLC increased its holdings in shares of Beazer Homes USA by 20.6% in the second quarter. Belpointe Asset Management LLC now owns 12,448 shares of the construction company’s stock worth $278,000 after acquiring an additional 2,129 shares in the last quarter. Finally, CWM LLC raised its holdings in Beazer Homes USA by 69.2% during the 2nd quarter. CWM LLC now owns 6,771 shares of the construction company’s stock worth $151,000 after buying an additional 2,769 shares during the period. 85.65% of the stock is owned by institutional investors.
More Beazer Homes USA News
Here are the key news stories impacting Beazer Homes USA this week:
- Positive Sentiment: Liquidity and balance-sheet metrics provide some cushion — BZH shows a high current ratio and a quick ratio above 2, which may help weather a weak housing cycle. (Background company filings)
- Neutral Sentiment: Management hosted an earnings call and provided slides/notes; investors will parse the call transcript for details on backlog, cancellations and how management plans to adjust community growth plans. Earnings Call Transcript
- Negative Sentiment: Big EPS and revenue miss — Beazer reported a Q1 loss materially worse than expected (about a $0.90–$1.13 loss vs. consensus near -$0.49) and revenue down ~22% year-over-year, signaling weaker demand. Why Beazer Homes Stock Just Crashed
- Negative Sentiment: Margin compression — gross margins dropped (reported around mid-teens), hurting profitability and implying cost or pricing pressure even as volumes fall. Beazer Homes: Q1 Miss Adds To Value Trap Fears
- Negative Sentiment: Operational and demand risks highlighted — analysts and SA commentary point to declining orders, rising cancellations and weaker housing demand that undermine the company’s aggressive community growth and buyback posture. Value Trap Fears
- Negative Sentiment: Market reaction and volume — the stock is trading down on heavy volume, reflecting investor sell-side and retail concern after the miss and the outlook/strategy questions. (Market trading data and press release) Press Release / Slide Deck
Beazer Homes USA Company Profile
Beazer Homes USA, Inc is a national homebuilder specializing in the design, construction and sale of single-family homes. The company serves a diverse range of buyers, offering product lines that span from entry-level homes to move-up and active adult communities. In addition to its core homebuilding operations, Beazer provides mortgage financing, title and closing services through its subsidiaries, aiming to simplify the home-buying process and manage risk across the transaction.
Operating in key growth markets across the United States, Beazer Homes maintains a presence in more than a dozen metropolitan areas, including select markets in the Southeast, Southwest and West.
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