Robeco Institutional Asset Management B.V. Acquires 8,892 Shares of D.R. Horton, Inc. $DHI

Robeco Institutional Asset Management B.V. raised its stake in shares of D.R. Horton, Inc. (NYSE:DHI) by 17.0% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 61,193 shares of the construction company’s stock after purchasing an additional 8,892 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in D.R. Horton were worth $10,370,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the stock. Twin Peaks Wealth Advisors LLC bought a new stake in D.R. Horton during the second quarter worth $29,000. Bayforest Capital Ltd grew its stake in shares of D.R. Horton by 340.4% in the 1st quarter. Bayforest Capital Ltd now owns 251 shares of the construction company’s stock worth $32,000 after acquiring an additional 194 shares in the last quarter. True Wealth Design LLC raised its holdings in shares of D.R. Horton by 786.1% in the third quarter. True Wealth Design LLC now owns 319 shares of the construction company’s stock valued at $54,000 after purchasing an additional 283 shares during the last quarter. Hantz Financial Services Inc. lifted its position in shares of D.R. Horton by 1,678.9% during the second quarter. Hantz Financial Services Inc. now owns 338 shares of the construction company’s stock valued at $44,000 after purchasing an additional 319 shares in the last quarter. Finally, Adirondack Trust Co. boosted its holdings in D.R. Horton by 53.2% during the second quarter. Adirondack Trust Co. now owns 406 shares of the construction company’s stock worth $52,000 after purchasing an additional 141 shares during the last quarter. Institutional investors own 90.63% of the company’s stock.

Key Headlines Impacting D.R. Horton

Here are the key news stories impacting D.R. Horton this week:

• Positive Sentiment: Citizens Jmp raised its Q4 2027 EPS estimate to $4.11 (from $3.82), a bullish tweak for the back half of FY2027 that could support near‑term sentiment if results track higher — this partially offsets other cuts by the same shop.
• Neutral Sentiment: Citizens Jmp reaffirmed a “Market Perform” (neutral) rating on DHI, signaling the firm sees limited upside from current levels despite the estimate changes. Citizens Jmp Reaffirms Market Perform
• Neutral Sentiment: Press pieces are urging investors to reassess DHI after a recent ~9% pullback, highlighting valuation and sentiment as drivers of trading rather than new fundamental news. These analyst/market-commentary articles can boost trading interest but are not firm-side developments. Assessing D.R. Horton Valuation Is It Time To Reassess D.R. Horton
• Negative Sentiment: Citizens Jmp cut several near-term estimates — Q1 2027 to $2.01 (from $2.20), Q3 2027 to $3.50 (from $3.83) and trimmed FY2026 to $11.18 (from $11.39) — signaling weaker expected near‑term earnings that could pressure sentiment and valuation.
• Negative Sentiment: Wells Fargo downgraded DHI to “Equal Weight,” indicating reduced conviction in outperformance versus peers; downgrades often prompt profit‑taking. Wells Fargo Cuts to Equal Weight
• Negative Sentiment: Citigroup trimmed its price target to $154 from $163 and kept a neutral stance, a direct downward revision of upside and a likely contributor to short‑term selling pressure. Citigroup Lowers Price Target
• Negative Sentiment: Media coverage summarizing analyst downgrades and valuation concerns (MSN/Yahoo pieces) can amplify volatility as traders respond to clustered negative notes. Citizens Downgrades Coverage

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Evercore ISI set a $169.00 target price on shares of D.R. Horton and gave the stock an “in-line” rating in a research report on Tuesday, October 7th. Citizens Jmp reaffirmed a “market perform” rating on shares of D.R. Horton in a research report on Wednesday. Wells Fargo & Company reissued an “equal weight” rating and issued a $155.00 price objective (down previously from $180.00) on shares of D.R. Horton in a research report on Tuesday. BTIG Research assumed coverage on D.R. Horton in a research note on Monday, December 1st. They issued a “buy” rating and a $186.00 price objective for the company. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of D.R. Horton in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, nine have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $158.15.

D.R. Horton Price Performance

Shares of NYSE DHI opened at $157.06 on Friday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.18 and a current ratio of 6.48. D.R. Horton, Inc. has a fifty-two week low of $110.44 and a fifty-two week high of $184.54. The stock has a market cap of $45.72 billion, a PE ratio of 13.55, a price-to-earnings-growth ratio of 1.74 and a beta of 1.42. The stock has a fifty day moving average of $148.73 and a 200-day moving average of $153.31.

D.R. Horton (NYSE:DHI) last issued its earnings results on Tuesday, October 28th. The construction company reported $3.04 EPS for the quarter, missing the consensus estimate of $3.29 by ($0.25). The company had revenue of $9.68 billion during the quarter, compared to the consensus estimate of $9.44 billion. D.R. Horton had a return on equity of 14.39% and a net margin of 10.47%.The firm’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.92 EPS. Equities research analysts anticipate that D.R. Horton, Inc. will post 13.04 earnings per share for the current year.

D.R. Horton Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Thursday, November 13th were paid a dividend of $0.45 per share. This is an increase from D.R. Horton’s previous quarterly dividend of $0.40. This represents a $1.80 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend was Thursday, November 13th. D.R. Horton’s dividend payout ratio is presently 15.53%.

About D.R. Horton

D.R. Horton, Inc is a national homebuilding company that designs, constructs and sells new residential properties across the United States. The company’s core operations focus on building single-family detached homes, townhomes and condominiums for a range of buyer segments. In addition to home construction and sales, D.R. Horton provides complementary services through subsidiaries that support the mortgage, title and closing processes for its customers, enabling integrated transaction workflows from inventory development to home delivery.

Founded in 1978 by Donald R.