Oppenheimer Asset Management Inc. Sells 11,079 Shares of D.R. Horton, Inc. $DHI

Key Points

• Oppenheimer Asset Management sold 11,079 shares of D.R. Horton, trimming its stake by 27.3% to 29,519 shares, worth about $4.25 million at quarter-end.
• D.R. Horton beat quarterly EPS estimates ($2.24 vs. $2.15) while revenue was $7.56 billion, down 2.3% year‑over‑year; analysts project roughly 10.54 EPS for the current fiscal year.
• The company announced a quarterly dividend of $0.45 ($1.80 annual, ~1.2% yield), and the stock holds a MarketBeat consensus “Hold” with a $168.54 price target (market cap ≈ $42.5B, P/E 14.05).

Oppenheimer Asset Management Inc. decreased its holdings in D.R. Horton, Inc. (NYSE:DHI - Free Report) by 27.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,519 shares of the construction company's stock after selling 11,079 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in D.R. Horton were worth $4,252,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of DHI. Citizens Financial Group Inc. RI boosted its position in D.R. Horton by 7.9% during the fourth quarter. Citizens Financial Group Inc. RI now owns 15,405 shares of the construction company's stock valued at $2,219,000 after acquiring an additional 1,124 shares during the last quarter. Activest Wealth Management boosted its position in D.R. Horton by 487.8% during the fourth quarter. Activest Wealth Management now owns 241 shares of the construction company's stock valued at $35,000 after acquiring an additional 200 shares during the last quarter. ABS Direct Equity Fund LLC bought a new stake in D.R. Horton during the fourth quarter valued at $720,000. Narwhal Capital Management bought a new stake in D.R. Horton during the fourth quarter valued at $230,000. Finally, Archer Investment Corp boosted its position in D.R. Horton by 4,250.0% during the fourth quarter. Archer Investment Corp now owns 1,740 shares of the construction company's stock valued at $251,000 after acquiring an additional 1,700 shares during the last quarter. Institutional investors own 90.63% of the company's stock.

D.R. Horton Price Performance

DHI stock opened at $149.92 on Friday. The stock has a market capitalization of $42.51 billion, a PE ratio of 14.05, a price-to-earnings-growth ratio of 2.12 and a beta of 1.41. The company's 50-day moving average is $147.26 and its 200-day moving average is $150.60. The company has a debt-to-equity ratio of 0.27, a current ratio of 6.46 and a quick ratio of 0.97. D.R. Horton, Inc. has a 1 year low of $114.17 and a 1 year high of $184.54.

D.R. Horton (NYSE:DHI - Get Free Report) last released its quarterly earnings data 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 company had revenue of $7.56 billion for the quarter, compared to analysts' expectations of $7.55 billion. D.R. Horton had a net margin of 9.51% and a return on equity of 12.94%. The business's revenue was down 2.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.58 EPS. Equities research analysts expect that D.R. Horton, Inc. will post 10.54 EPS for the current fiscal year.

D.R. Horton Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Thursday, May 7th will be given a dividend of $0.45 per share. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, May 7th. D.R. Horton's dividend payout ratio is 16.87%.

Insider Activity

In other news, SVP Aron M. Odom sold 260 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $167.55, for a total transaction of $43,563.00. Following the transaction, the senior vice president owned 6,457 shares of the company's stock, valued at $1,081,870.35. This represents a 3.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.66% of the stock is owned by company insiders.

Analyst Ratings Changes

DHI has been the topic of a number of research analyst reports. Bank of America set a $158.00 price target on shares of D.R. Horton in a research report on Wednesday, January 21st. The Goldman Sachs Group upped their price target on shares of D.R. Horton from $172.00 to $190.00 and gave the company a "buy" rating in a research report on Tuesday, April 21st. Seaport Research Partners reaffirmed a "neutral" rating on shares of D.R. Horton in a research report on Tuesday, April 7th. Evercore upped their price target on shares of D.R. Horton from $167.00 to $169.00 and gave the company an "in-line" rating in a research report on Wednesday, January 21st. Finally, BTIG Research set a $182.00 price target on shares of D.R. Horton in a research report on Wednesday, January 21st. Four equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, D.R. Horton has a consensus rating of "Hold" and a consensus price target of $168.54.

Key Headlines Impacting D.R. Horton

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 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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