Baypointe Partners LLC Sells 40,782 Shares of D.R. Horton, Inc. $DHI

Key Points

• Baypointe Partners cut its stake in D.R. Horton by 69.9% in Q4, selling 40,782 shares and retaining 17,552 shares valued at about $2.53 million (5.3% of the firm's portfolio).
• Quarterly results & dividend: D.R. Horton reported EPS of $2.24 (vs. $2.15 est.) and $7.56B in revenue (down 2.3% YoY) and declared a quarterly dividend of $0.45 per share (1.2% yield, ex‑dividend May 7).
• Ownership and sentiment: Institutional investors own 90.63% of the stock, insiders 0.66% (SVP Aron Odom sold 260 shares), and analysts' consensus rating is "Hold" with an average price target of $168.54.

Baypointe Partners LLC decreased its stake in shares of D.R. Horton, Inc. (NYSE:DHI - Free Report) by 69.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,552 shares of the construction company's stock after selling 40,782 shares during the quarter. D.R. Horton makes up 5.3% of Baypointe Partners LLC's investment portfolio, making the stock its 6th biggest holding. Baypointe Partners LLC's holdings in D.R. Horton were worth $2,528,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of DHI. Concord Wealth Partners purchased a new stake in D.R. Horton during the 3rd quarter worth about $25,000. Canton Hathaway LLC purchased a new stake in D.R. Horton during the 3rd quarter worth about $26,000. Steigerwald Gordon & Koch Inc. purchased a new stake in D.R. Horton during the 3rd quarter worth about $27,000. Sound Income Strategies LLC purchased a new position in shares of D.R. Horton in the 4th quarter valued at about $27,000. Finally, Elevated Capital Advisors LLC acquired a new stake in shares of D.R. Horton during the 4th quarter worth about $27,000. Hedge funds and other institutional investors own 90.63% of the company's stock.

Insiders Place Their Bets

In other D.R. Horton news, SVP Aron M. Odom sold 260 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $167.55, for a total transaction of $43,563.00. Following the completion of the sale, the senior vice president directly owned 6,457 shares of the company's stock, valued at approximately $1,081,870.35. This trade represents a 3.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.66% of the company's stock.

D.R. Horton News Summary

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

• Positive Sentiment: Citizens Jmp and other shops raised medium‑term earnings views — Citizens Jmp boosted FY2027 to $11.15 (from $11.05) and lifted multiple quarterly EPS targets for 2026–2027, and Wolfe and Keefe also increased some Q4/FY estimates. Those upward revisions for later periods support a better earnings trajectory beyond near‑term cycles.
• Neutral Sentiment: D.R. Horton opened a new community (Badger Heights) in Rochester, MN, expanding its local inventory and revenue pipeline — a modest positive for growth at the regional level. D.R. Horton Enters the New Home Market in Rochester, Minnesota
• Neutral Sentiment: Materials / supplier note — Martin Marietta reported a Q1 miss on earnings amid margin pressure; commodity / aggregates dynamics can affect builder input costs and margins, so investors may be watching supplier results for cost signals. Martin Marietta Q1 Earnings Miss
• Negative Sentiment: Near‑term cut from Citizens Jmp — the same Citizens Jmp note trimmed Q1 2027 EPS to $1.69 (from $1.92), signaling weaker near‑term cadence and likely contributing to investor concern about the upcoming quarter.
• Negative Sentiment: Wolfe Research reductions — Wolfe lowered its Q3 2026 and FY2026 EPS views in updates, adding to mixed signals and giving traders reason to mark down valuation ahead of clearer demand/margin data.

D.R. Horton Trading Down 0.0%

NYSE:DHI opened at $149.92 on Monday. The stock's 50 day moving average price is $147.26 and its 200 day moving average price is $150.55. The company has a market capitalization of $42.51 billion, a PE ratio of 14.05, a P/E/G ratio of 2.11 and a beta of 1.41. The company has a quick ratio of 0.97, a current ratio of 6.46 and a debt-to-equity ratio of 0.27. D.R. Horton, Inc. has a 52-week low of $114.17 and a 52-week high of $184.54.

D.R. Horton (NYSE:DHI - Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The construction company reported $2.24 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.15 by $0.09. The firm had revenue of $7.56 billion for the quarter, compared to the consensus estimate of $7.55 billion. D.R. Horton had a return on equity of 12.94% and a net margin of 9.51%.The firm's quarterly revenue was down 2.3% compared to the same quarter last year. During the same quarter last year, the business posted $2.58 EPS. On average, research analysts anticipate that D.R. Horton, Inc. will post 10.54 EPS for the current year.

D.R. Horton Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Investors of record on Thursday, May 7th will be paid a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Thursday, May 7th. D.R. Horton's dividend payout ratio (DPR) is currently 16.87%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Zacks Research upgraded D.R. Horton from a "strong sell" rating to a "hold" rating in a research note on Friday, March 27th. Wells Fargo & Company boosted their target price on D.R. Horton from $147.00 to $170.00 and gave the stock an "equal weight" rating in a research note on Wednesday, April 22nd. Citizens Jmp restated a "market perform" rating on shares of D.R. Horton in a research note on Wednesday, January 7th. Evercore boosted their target price on D.R. Horton from $167.00 to $169.00 and gave the stock an "in-line" rating in a research note on Wednesday, January 21st. Finally, Truist Financial boosted their target price on D.R. Horton from $140.00 to $150.00 and gave the stock a "hold" rating in a research note on Wednesday, April 22nd. Four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $168.54.

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.

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