D.R. Horton, Inc. $DHI Stock Acquired by Valley National Advisers Inc.

Valley National Advisers Inc. raised its stake in shares of D.R. Horton, Inc. (NYSE:DHI) by 34.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,127 shares of the construction company’s stock after acquiring an additional 4,090 shares during the quarter. Valley National Advisers Inc.’s holdings in D.R. Horton were worth $2,204,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in DHI. BlackRock Inc. bought a new stake in D.R. Horton during the second quarter valued at about $4,067,842,000. Bank of America Corp DE grew its stake in D.R. Horton by 10.7% in the first quarter. Bank of America Corp DE now owns 3,226,686 shares of the construction company’s stock valued at $442,766,000 after purchasing an additional 312,303 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in D.R. Horton by 0.7% in the first quarter. Dimensional Fund Advisors LP now owns 3,081,672 shares of the construction company’s stock worth $422,734,000 after purchasing an additional 21,514 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in D.R. Horton by 4.4% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,903,786 shares of the construction company’s stock worth $472,969,000 after purchasing an additional 122,434 shares in the last quarter. Finally, Principal Financial Group Inc. raised its holdings in D.R. Horton by 2.3% in the first quarter. Principal Financial Group Inc. now owns 2,155,581 shares of the construction company’s stock worth $295,789,000 after purchasing an additional 48,723 shares in the last quarter. 90.63% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting D.R. Horton

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

• Positive Sentiment: Homebuilder sentiment has improved as mortgage rates and longer-term Treasury yields have eased, potentially supporting housing affordability and future demand. Investors may also be positioning ahead of D.R. Horton’s October 29 earnings release. D.R. Horton Shares Climb as Lower Rates Lift Homebuilders Ahead of Earnings
• Positive Sentiment: D.R. Horton’s board authorized an additional $5 billion in share repurchases, with fiscal 2026 buybacks expected to total at least $3.25 billion. The capital-return program may provide ongoing support for the shares.
• Neutral Sentiment: Stonex Financia maintained a “Hold” rating while forecasting earnings of $10.46 per share for fiscal 2026, $10.75 for fiscal 2027 and $13.27 for fiscal 2028. The estimates imply longer-term earnings growth, but the unchanged rating signals limited near-term conviction.
• Neutral Sentiment: Analysts expect D.R. Horton to report quarterly earnings on October 29, making results on orders, margins, deliveries and management guidance the next major catalyst. D.R. Horton Expected to Post Quarterly Earnings on Thursday
• Negative Sentiment: D.R. Horton reportedly cut its 2026 outlook after missing sales expectations, raising concerns about demand, pricing and profitability in a still-constrained housing market. D.R. Horton Cuts 2026 Outlook Following Sales Miss While Undervalued Narrative Holds
• Negative Sentiment: Pre-earnings analysis expects a decline in quarterly earnings and indicates D.R. Horton lacks the usual signals associated with a likely earnings beat, increasing downside risk if results or guidance disappoint. Analysts Estimate D.R. Horton to Report a Decline in Earnings

Analyst Ratings Changes

DHI has been the subject of several recent analyst reports. Weiss Ratings upgraded shares of D.R. Horton from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 15th. The Goldman Sachs Group reissued a “buy” rating and set a $182.00 target price on shares of D.R. Horton in a research report on Monday, October 12th. Truist Financial lowered their target price on shares of D.R. Horton from $150.00 to $140.00 and set a “hold” rating for the company in a research note on Wednesday, September 16th. Stonex Financia raised shares of D.R. Horton to a “hold” rating in a report on Thursday, October 15th. Finally, Keefe, Bruyette & Woods cut their price target on shares of D.R. Horton from $167.00 to $160.00 and set a “market perform” rating on the stock in a report on Tuesday, September 22nd. Five equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $156.36.

D.R. Horton Trading Down 0.2%

D.R. Horton stock opened at $147.43 on Friday. The company has a current ratio of 6.43, a quick ratio of 1.04 and a debt-to-equity ratio of 0.29. D.R. Horton, Inc. has a 12 month low of $130.40 and a 12 month high of $170.79. The stock’s 50 day simple moving average is $140.92 and its two-hundred day simple moving average is $146.57. The firm has a market cap of $41.24 billion, a PE ratio of 14.03, a P/E/G ratio of 2.30 and a beta of 1.35.

About D.R. Horton

D.R. Horton, Inc is a residential construction company that builds and sells single-family detached and attached homes in the United States. Its offerings include entry-level, move-up, luxury and active-adult housing, serving a range of homebuyers through brands such as D.R. Horton, Express Homes, Emerald Homes and Freedom Homes.

The company’s operations also include land acquisition and development, home financing and title services. Through subsidiaries and affiliated businesses, D.R.