Truist Financial Cuts KB Home (NYSE:KBH) Price Target to $54.00

KB Home (NYSE:KBH) had its price objective trimmed by Truist Financial from $65.00 to $54.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a hold rating on the construction company’s stock.

A number of other analysts also recently issued reports on KBH. Raymond James Financial downgraded shares of KB Home from an “outperform” rating to a “market perform” rating in a report on Wednesday, December 24th. Barclays decreased their price objective on shares of KB Home from $62.00 to $56.00 and set an “overweight” rating for the company in a report on Wednesday. Keefe, Bruyette & Woods dropped their target price on shares of KB Home from $67.00 to $62.00 and set a “market perform” rating on the stock in a report on Tuesday, December 23rd. UBS Group cut their target price on shares of KB Home from $77.00 to $71.00 and set a “buy” rating for the company in a research report on Tuesday, January 6th. Finally, Royal Bank Of Canada decreased their target price on shares of KB Home from $54.00 to $53.00 and set a “sector perform” rating for the company in a research note on Wednesday. Three equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, KB Home presently has a consensus rating of “Hold” and a consensus price target of $59.50.

KB Home Stock Down 1.9%

KB Home stock opened at $50.91 on Wednesday. KB Home has a 12 month low of $48.90 and a 12 month high of $68.71. The stock has a fifty day simple moving average of $59.13 and a two-hundred day simple moving average of $60.82. The company has a current ratio of 2.20, a quick ratio of 0.53 and a debt-to-equity ratio of 0.43. The firm has a market cap of $3.17 billion, a price-to-earnings ratio of 10.37, a PEG ratio of 7.15 and a beta of 1.47.

KB Home (NYSE:KBH) last announced its quarterly earnings results on Tuesday, March 24th. The construction company reported $0.52 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.52. KB Home had a return on equity of 9.63% and a net margin of 5.96%.The firm had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $1.10 billion. During the same period in the prior year, the company posted $1.49 earnings per share. The company’s quarterly revenue was down 22.6% on a year-over-year basis. Equities analysts predict that KB Home will post 8.42 EPS for the current fiscal year.

KB Home Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Thursday, February 5th were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Thursday, February 5th. KB Home’s dividend payout ratio is 20.37%.

Institutional Trading of KB Home

Several large investors have recently added to or reduced their stakes in the business. Hsbc Holdings PLC boosted its stake in shares of KB Home by 953.9% during the 4th quarter. Hsbc Holdings PLC now owns 33,776 shares of the construction company’s stock worth $1,920,000 after acquiring an additional 30,571 shares during the last quarter. Rockefeller Capital Management L.P. increased its stake in shares of KB Home by 15.4% in the 4th quarter. Rockefeller Capital Management L.P. now owns 2,275 shares of the construction company’s stock worth $128,000 after purchasing an additional 304 shares in the last quarter. Corient Private Wealth LLC raised its holdings in KB Home by 7.2% in the 4th quarter. Corient Private Wealth LLC now owns 23,485 shares of the construction company’s stock worth $1,325,000 after purchasing an additional 1,575 shares during the period. Caitong International Asset Management Co. Ltd raised its holdings in KB Home by 376,300.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 3,764 shares of the construction company’s stock worth $212,000 after purchasing an additional 3,763 shares during the period. Finally, Mercer Global Advisors Inc. ADV lifted its position in KB Home by 3.6% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 66,753 shares of the construction company’s stock valued at $3,766,000 after purchasing an additional 2,347 shares in the last quarter. 96.09% of the stock is currently owned by institutional investors.

Key KB Home News

Here are the key news stories impacting KB Home this week:

• Positive Sentiment: Company pivot to a build-to-order strategy that management says should improve margins and position KBH for a recovery in 2027; this is the primary long-term upside scenario. Read More.
• Neutral Sentiment: Q1 earnings call framed 2026 as a “reset” year with cautionary commentary for near-term volumes and margins — useful context but not a catalyst by itself. Read More.
• Neutral Sentiment: Coverage initiation at Citizens JMP increases analyst attention (could change liquidity/visibility over time). Read More.
• Negative Sentiment: Q1 results disappointed: revenue down ~22–23% YoY, deliveries fell, and EPS missed/was materially below prior-year levels — a direct driver of the sell-off. Read More.
• Negative Sentiment: KBH cut guidance for 2026 and cited geopolitical headwinds (Middle East instability) as weighing on buyer demand — the weaker outlook amplifies upside risk for the shares. Read More.
• Negative Sentiment: Capital-return capacity is under pressure: buybacks slowed ~75% YoY in Q1, cash is being used to support payouts, and MarketBeat flags dividend/buyback risk if cash flows don’t recover. Read More.
• Negative Sentiment: Multiple sell-side firms have lowered estimates and price targets (Barclays, Bank of America to $56; UBS lowered expectations) and big firms (Goldman Sachs, Wells Fargo, Truist) issued pessimistic outlooks — analyst momentum is turning negative. Read More. Read More. Read More. Read More. Read More. Read More.
• Negative Sentiment: Technical and market-structure headwinds: MarketBeat highlights a looming “Death Cross,” critical support near the 2025 low (~$48.90) is at risk, institutions have been net sellers and short interest remains elevated — increasing downside vulnerability. Read More.

KB Home Company Profile

KB Home is an American homebuilding company headquartered in Los Angeles, California. Founded in 1957, it was among the first homebuilders to go public, offering investors access to one of the nation’s largest residential construction platforms. The company is structured to serve a broad spectrum of homebuyers, with a particular focus on first-time, first move-up and active adult segments. As a public company trading on the New York Stock Exchange under the symbol KBH, KB Home draws on decades of experience in land acquisition, construction and community planning.

At its core, KB Home designs and constructs single-family detached and attached homes, townhomes and condominium units.