Wedbush Predicts Beazer Homes USA's Q4 Earnings (NYSE:BZH)

Key Points

• Wedbush has lowered its Q4 2026 EPS estimate for Beazer Homes USA to $0.99 from $1.03, maintaining an "Outperform" rating and a price target of $41.00.
• In the latest quarterly earnings, Beazer Homes USA reported an EPS of $0.26, missing analysts' expectations by $0.16, with revenues down 8.4% year-over-year.
• Currently, Beazer Homes USA has a consensus rating of "Hold" with a target price of $32.33, reflecting a mixed outlook from analysts.

Beazer Homes USA, Inc. (NYSE:BZH - Free Report) - Analysts at Wedbush reduced their Q4 2026 earnings estimates for shares of Beazer Homes USA in a research report issued to clients and investors on Friday, August 1st. Wedbush analyst J. Mccanless now anticipates that the construction company will post earnings of $0.99 per share for the quarter, down from their previous estimate of $1.03. Wedbush has a "Outperform" rating and a $41.00 price target on the stock. The consensus estimate for Beazer Homes USA's current full-year earnings is $3.48 per share. Wedbush also issued estimates for Beazer Homes USA's Q1 2027 earnings at $29.00 EPS, Q2 2027 earnings at $0.50 EPS and Q3 2027 earnings at $0.83 EPS.

A number of other analysts have also weighed in on BZH. B. Riley assumed coverage on Beazer Homes USA in a research report on Monday, June 30th. They set a "neutral" rating and a $23.00 price objective on the stock. Oppenheimer reiterated an "outperform" rating and issued a $30.00 price objective (down previously from $33.00) on shares of Beazer Homes USA in a research note on Monday.

Beazer Homes USA Stock Up 1.2%

Shares of BZH traded up $0.28 during mid-day trading on Monday, hitting $23.58. 212,145 shares of the company's stock were exchanged, compared to its average volume of 408,513. The company has a debt-to-equity ratio of 0.94, a quick ratio of 0.91 and a current ratio of 13.33. The company has a market cap of $700.88 million, a price-to-earnings ratio of 10.71, a P/E/G ratio of 0.70 and a beta of 2.09. The stock's 50-day moving average is $22.78 and its 200-day moving average is $22.22. Beazer Homes USA has a fifty-two week low of $17.37 and a fifty-two week high of $38.22.

Beazer Homes USA (NYSE:BZH - Get Free Report) last released its quarterly earnings results on Thursday, July 31st. The construction company reported $0.26 EPS for the quarter, missing analysts' consensus estimates of $0.42 by ($0.16). Beazer Homes USA had a return on equity of 6.16% and a net margin of 2.84%. The firm had revenue of $545.37 million for the quarter, compared to analyst estimates of $565.47 million. During the same quarter last year, the company earned $0.88 earnings per share. The firm's revenue for the quarter was down 8.4% on a year-over-year basis.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of BZH. Sterling Capital Management LLC increased its position in shares of Beazer Homes USA by 776.2% during the fourth quarter. Sterling Capital Management LLC now owns 920 shares of the construction company's stock worth $25,000 after purchasing an additional 815 shares in the last quarter. Point72 Asia Singapore Pte. Ltd. purchased a new position in shares of Beazer Homes USA during the fourth quarter worth approximately $34,000. Quarry LP acquired a new position in shares of Beazer Homes USA in the 4th quarter valued at $69,000. US Bancorp DE boosted its stake in Beazer Homes USA by 48.1% during the 1st quarter. US Bancorp DE now owns 2,523 shares of the construction company's stock worth $51,000 after purchasing an additional 819 shares during the period. Finally, CWM LLC boosted its stake in Beazer Homes USA by 148.4% during the 1st quarter. CWM LLC now owns 4,002 shares of the construction company's stock worth $82,000 after purchasing an additional 2,391 shares during the period. 85.65% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Beazer Homes USA news, Director John J. Kelley III bought 10,000 shares of the firm's stock in a transaction that occurred on Friday, May 9th. The stock was purchased at an average price of $21.50 per share, for a total transaction of $215,000.00. Following the completion of the purchase, the director directly owned 15,917 shares in the company, valued at $342,215.50. This trade represents a 169.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 6.52% of the company's stock.

About Beazer Homes USA

Beazer Homes USA, Inc operates as a homebuilder in the United States. It designs, constructs, and sells single-family and multi-family homes under the Beazer Homes, Gatherings, and Choice Plans names. The company also sells its homes through commissioned new home sales counselors and independent brokers in Arizona, California, Nevada, Texas, Indiana, Delaware, Maryland, Tennessee, Virginia, Florida, Georgia, North Carolina, and South Carolina.