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

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

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

NYSE TMHC traded down $0.45 during trading on Wednesday, reaching $65.96. The company’s stock had a trading volume of 154,241 shares, compared to its average volume of 943,511. Taylor Morrison Home has a one year low of $51.90 and a one year high of $72.50. 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. The firm has a fifty day moving average of $61.87 and a 200 day moving average of $63.28.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of TMHC. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Taylor Morrison Home by 5.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 299,888 shares of the construction company’s stock valued at $18,005,000 after purchasing an additional 16,379 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in Taylor Morrison Home by 30.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 899 shares of the construction company’s stock valued at $55,000 after buying an additional 211 shares during the period. M&T Bank Corp bought a new position in shares of Taylor Morrison Home during the second quarter valued at about $262,000. EverSource Wealth Advisors LLC increased its holdings in shares of Taylor Morrison Home by 406.8% in the second quarter. EverSource Wealth Advisors LLC now owns 897 shares of the construction company’s stock worth $55,000 after buying an additional 720 shares during the period. Finally, Marshall Wace LLP lifted its stake in shares of Taylor Morrison Home by 12.0% in the 2nd quarter. Marshall Wace LLP now owns 8,029 shares of the construction company’s stock valued at $493,000 after acquiring an additional 859 shares during the last quarter. 95.16% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on TMHC shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Taylor Morrison Home in a research note on Monday, December 29th. Royal Bank Of Canada reissued an “outperform” rating and set a $62.00 target price on shares of Taylor Morrison Home in a research report on Friday, January 9th. Bank of America restated a “neutral” rating and set a $70.00 price target (up previously from $68.00) on shares of Taylor Morrison Home in a report on Friday, January 16th. Wedbush restated an “outperform” rating and issued a $85.00 price target on shares of Taylor Morrison Home in a research report on Thursday, October 23rd. Finally, Citigroup initiated coverage on shares of Taylor Morrison Home in a research report on Wednesday, January 7th. They set an “outperform” rating for the company. Eight analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $77.14.

Taylor Morrison Home Company Profile

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.