Taylor Morrison Home (NYSE:TMHC) Releases Earnings Results, Beats Estimates By $0.18 EPS

Taylor Morrison Home (NYSE:TMHC) posted its quarterly earnings results on Wednesday. The construction company reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.73 by $0.18, FiscalAI reports. Taylor Morrison Home had a return on equity of 15.23% and a net margin of 10.16%.The business had revenue of $2.10 billion during the quarter, compared to the consensus estimate of $1.95 billion. During the same quarter in the previous year, the firm earned $2.64 earnings per share. Taylor Morrison Home’s revenue for the quarter was down 10.9% compared to the same quarter last year.

Here are the key takeaways from Taylor Morrison Home’s conference call:

• Taylor Morrison reported a strong 2025, delivering nearly 13,000 homes at an adjusted home‑closings gross margin of 23%, generating 13% ROE and repurchasing $381M of stock, which management says outperformed peers on margin and SG&A leverage.
• Management cautioned 2026 will be dependent on spring selling because backlog is lower‑than‑normal at just over 2,800 homes, and they guide to about 11,000 closings for the year with Q1 gross margin expected to be the low point (~20%).
• Spec inventory remains elevated with nearly 3,000 unsold homes (including ~1,200 finished) and Q4 was spec‑heavy (72% of sales), which the company expects will pressure gross margins through the first half of 2026.
• The company is refocusing land investment toward higher‑return move‑up and resort lifestyle markets, planning >100 new community openings (including >20 Esplanade outlets) and leveraging a large Yardly build‑to‑rent pipeline (~10,400 sites) to diversify growth and margins.
• Capital allocation remains shareholder‑friendly — the board raised the repurchase authorization to $1 billion, management plans ~$400M of buybacks in 2026, and net home‑building debt‑to‑cap is down versus a year ago.

Taylor Morrison Home Price Performance

TMHC stock traded down $0.45 during midday trading on Wednesday, reaching $65.96. 154,241 shares of the stock were exchanged, compared to its average volume of 943,511. Taylor Morrison Home has a 52 week low of $51.90 and a 52 week high of $72.50. The company has a fifty day moving average price of $61.87 and a 200 day moving average price of $63.28. The company has a debt-to-equity ratio of 0.35, a current ratio of 7.02 and a quick ratio of 1.02. The stock has a market capitalization of $6.45 billion, a PE ratio of 7.98 and a beta of 1.59.

Institutional Trading of Taylor Morrison Home

Hedge funds have recently made changes to their positions in the company. Alliancebernstein L.P. increased its stake in shares of Taylor Morrison Home by 360.1% in the third quarter. Alliancebernstein L.P. now owns 1,284,221 shares of the construction company’s stock valued at $84,771,000 after buying an additional 1,005,116 shares during the period. AQR Capital Management LLC boosted its position in Taylor Morrison Home by 73.8% during the 3rd quarter. AQR Capital Management LLC now owns 2,213,556 shares of the construction company’s stock worth $146,117,000 after buying an additional 940,138 shares during the period. Freestone Grove Partners LP bought a new stake in Taylor Morrison Home during the 3rd quarter worth approximately $56,894,000. Balyasny Asset Management L.P. increased its position in Taylor Morrison Home by 40.4% in the 2nd quarter. Balyasny Asset Management L.P. now owns 784,419 shares of the construction company’s stock valued at $48,179,000 after acquiring an additional 225,625 shares during the period. Finally, UBS Group AG increased its position in Taylor Morrison Home by 32.8% in the 3rd quarter. UBS Group AG now owns 873,152 shares of the construction company’s stock valued at $57,637,000 after acquiring an additional 215,434 shares during the period. 95.16% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the stock. Citizens Jmp assumed coverage on shares of Taylor Morrison Home in a research report on Wednesday, January 7th. They set a “market outperform” rating and a $95.00 price target on the stock. Barclays restated an “overweight” rating and set a $71.00 target price on shares of Taylor Morrison Home in a research note on Monday, December 8th. Citigroup began coverage on Taylor Morrison Home in a report on Wednesday, January 7th. They issued an “outperform” rating on the stock. Zacks Research lowered Taylor Morrison Home from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 22nd. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $62.00 price target on shares of Taylor Morrison Home in a report on Friday, January 9th. Eight analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Taylor Morrison Home currently has a consensus rating of “Moderate Buy” and a consensus target price of $77.14.

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.