Oregon Public Employees Retirement Fund Acquires 7,778 Shares of D.R. Horton, Inc. $DHI

Oregon Public Employees Retirement Fund grew its stake in shares of D.R. Horton, Inc. (NYSE:DHI) by 32.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 31,602 shares of the construction company’s stock after acquiring an additional 7,778 shares during the period. Oregon Public Employees Retirement Fund’s holdings in D.R. Horton were worth $5,356,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. Canton Hathaway LLC bought a new position in D.R. Horton during the third quarter valued at $26,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of D.R. Horton during the 3rd quarter valued at $27,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of D.R. Horton during the 2nd quarter worth $29,000. Bayforest Capital Ltd increased its holdings in 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 during the last quarter. Finally, Hantz Financial Services Inc. raised its stake in D.R. Horton by 1,678.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 338 shares of the construction company’s stock valued at $44,000 after acquiring an additional 319 shares during the period. Hedge funds and other institutional investors own 90.63% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on DHI. Wells Fargo & Company reiterated an “equal weight” rating and set a $155.00 target price (down previously from $180.00) on shares of D.R. Horton in a research report on Tuesday. Citigroup reduced their price objective on shares of D.R. Horton from $163.00 to $154.00 and set a “neutral” rating for the company in a research note on Thursday. Weiss Ratings restated a “hold (c+)” rating on shares of D.R. Horton in a research report on Monday, December 29th. Barclays raised their price target on D.R. Horton from $110.00 to $132.00 and gave the stock an “equal weight” rating in a report on Monday, December 8th. Finally, UBS Group lowered their price target on shares of D.R. Horton from $195.00 to $191.00 and set a “buy” rating on the stock in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, D.R. Horton presently has a consensus rating of “Hold” and a consensus price target of $158.15.

D.R. Horton Price Performance

DHI stock opened at $157.06 on Friday. The firm has a 50 day simple moving average of $148.73 and a two-hundred day simple moving average of $153.48. The stock has a market cap of $45.72 billion, a PE ratio of 13.55, a P/E/G ratio of 1.87 and a beta of 1.42. D.R. Horton, Inc. has a one year low of $110.44 and a one year high of $184.54. The company has a debt-to-equity ratio of 0.24, a current ratio of 6.48 and a quick ratio of 1.18.

D.R. Horton (NYSE:DHI) last posted its quarterly earnings data on Tuesday, October 28th. The construction company reported $3.04 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.29 by ($0.25). D.R. Horton had a return on equity of 14.39% and a net margin of 10.47%.The company had revenue of $9.68 billion for the quarter, compared to the consensus estimate of $9.44 billion. During the same period in the prior year, the firm posted $3.92 earnings per share. The business’s revenue was down 3.2% on a year-over-year basis. On average, analysts predict that D.R. Horton, Inc. will post 13.04 EPS for the current fiscal year.

D.R. Horton Increases Dividend

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

More D.R. Horton News

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

D.R. Horton Profile

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.