Citizens Jmp Brokers Cut Earnings Estimates for D.R. Horton

D.R. Horton, Inc. (NYSE:DHI) – Citizens Jmp lowered their FY2026 earnings per share (EPS) estimates for D.R. Horton in a research report issued on Tuesday, January 6th. Citizens Jmp analyst A. Hecht now expects that the construction company will post earnings per share of $11.18 for the year, down from their prior forecast of $11.39. Citizens Jmp currently has a “Market Perform” rating on the stock. The consensus estimate for D.R. Horton’s current full-year earnings is $13.04 per share. Citizens Jmp also issued estimates for D.R. Horton’s Q1 2027 earnings at $2.01 EPS, Q3 2027 earnings at $3.50 EPS and Q4 2027 earnings at $4.11 EPS.

Other research analysts have also issued research reports about the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of D.R. Horton in a research note on Monday, December 29th. Barclays increased their target price on D.R. Horton from $110.00 to $132.00 and gave the stock an “equal weight” rating in a research note on Monday, December 8th. Evercore ISI set a $169.00 price target on D.R. Horton and gave the company an “in-line” rating in a research note on Tuesday, October 7th. Wells Fargo & Company reissued an “equal weight” rating and set a $155.00 target price (down previously from $180.00) on shares of D.R. Horton in a report on Tuesday. Finally, Bank of America reduced their target price on shares of D.R. Horton from $175.00 to $165.00 and set a “neutral” rating for the company in a research report on Friday, October 10th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $158.15.

D.R. Horton Price Performance

Shares of DHI opened at $145.75 on Friday. The company’s 50-day moving average is $148.57 and its 200-day moving average is $153.11. The company has a debt-to-equity ratio of 0.24, a current ratio of 6.48 and a quick ratio of 1.18. The firm has a market capitalization of $42.43 billion, a PE ratio of 12.58, a PEG ratio of 1.66 and a beta of 1.42. D.R. Horton has a fifty-two week low of $110.44 and a fifty-two week high of $184.54.

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

Hedge Funds Weigh In On D.R. Horton

Hedge funds have recently bought and sold shares of the company. SteelPeak Wealth LLC grew its holdings in shares of D.R. Horton by 65.9% during the second quarter. SteelPeak Wealth LLC now owns 10,051 shares of the construction company’s stock valued at $1,296,000 after purchasing an additional 3,993 shares during the last quarter. Inspire Investing LLC grew its stake in shares of D.R. Horton by 787.0% in the first quarter. Inspire Investing LLC now owns 20,384 shares of the construction company’s stock worth $2,591,000 after purchasing an additional 18,086 shares in the last quarter. Berkshire Hathaway Inc acquired a new position in D.R. Horton during the 2nd quarter valued at about $191,491,000. Swedbank AB boosted its holdings in shares of D.R. Horton by 22.8% in the first quarter. Swedbank AB now owns 524,512 shares of the construction company’s stock valued at $66,681,000 after acquiring an additional 97,467 shares in the last quarter. Finally, RoundAngle Advisors LLC acquired a new position in shares of D.R. Horton during the third quarter valued at approximately $1,703,000. 90.63% of the stock is owned by institutional investors.

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 given a dividend of $0.45 per share. This is a positive change from D.R. Horton’s previous quarterly dividend of $0.40. This represents a $1.80 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Thursday, November 13th. D.R. Horton’s dividend payout ratio (DPR) is currently 15.53%.

Key D.R. Horton News

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

• Positive Sentiment: Sector-level support — Barron’s says homebuilder stocks have started the year well and that ongoing housing demand (plus buyer incentives) could help sustain momentum. This is a tailwind for DHI even as analysts debate near-term outlook. Home Builder Stocks Are Off to a Good Start. What It Will Take to Keep the Momentum.
• Neutral Sentiment: Reaffirmation of market perform — Citizens JMP reiterated a “market perform” (neutral) rating on DHI; this is not a bullish endorsement but maintains coverage at the market level. Benzinga report
• Neutral Sentiment: Valuation/strategy pieces — Recent articles urge investors to reassess DHI after a ~9% pullback and look at valuation — these analyses may increase short-term selling or cautious positioning but don’t present new company-specific catalysts. Is It Time To Reassess D.R. Horton (DHI) After Recent Share Price Weakness Assessing D.R. Horton (DHI) Valuation After A Recent 9% Share Price Pullback
• Negative Sentiment: Wells Fargo downgrade — Wells Fargo cut DHI from “overweight” to “equal weight” and trimmed its price target from $180 to $155, signaling less conviction in near‑term upside and likely contributing to selling pressure. Wells Fargo downgrades DR Horton
• Negative Sentiment: Citigroup price‑target cut & neutral rating — Citigroup trimmed its DHI target from $163 to $154 and moved to a “neutral” stance, lowering expectations for near-term appreciation and pressuring the stock. Benzinga report
• Negative Sentiment: Reported downgrade(s) coverage — Additional headlines report Citizens (and other outlets) moving to a more cautious view on DHI; multiple sell-side tone changes amplify downside risk as investors reprice near-term growth and margins. Citizens downgrades DR Horton (DHI)

D.R. Horton Company 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.