B. Riley Equities Analysts Lower Earnings Estimates for BZH

Key Points

• B. Riley has reduced its Q4 2025 earnings per share estimate for Beazer Homes USA from $0.89 to $0.80, maintaining a "Hold" rating on the stock.
• Other analysts have mixed views, with Oppenheimer lowering their target price to $30.00, while Wedbush set a higher target at $41.00.
• Beazer Homes USA reported $0.26 EPS for the last quarter, missing consensus estimates and showing an 8.4% revenue decline year-over-year.

Beazer Homes USA, Inc. (NYSE:BZH - Free Report) - Stock analysts at B. Riley decreased their Q4 2025 earnings per share estimates for Beazer Homes USA in a note issued to investors on Monday, August 4th. B. Riley analyst R. Seth now expects that the construction company will earn $0.80 per share for the quarter, down from their previous estimate of $0.89. B. Riley has a "Hold" rating on the stock. The consensus estimate for Beazer Homes USA's current full-year earnings is $3.48 per share. B. Riley also issued estimates for Beazer Homes USA's Q2 2026 earnings at $0.42 EPS and Q3 2026 earnings at $0.47 EPS.

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

BZH has been the subject of several other research reports. Oppenheimer reissued an "outperform" rating and set a $30.00 price target (down previously from $33.00) on shares of Beazer Homes USA in a research report on Monday. Wedbush reaffirmed an "outperform" rating and set a $41.00 price objective on shares of Beazer Homes USA in a research note on Friday, August 1st.

Beazer Homes USA Price Performance

Shares of Beazer Homes USA stock traded down $0.35 during trading on Wednesday, hitting $23.27. 307,680 shares of the company were exchanged, compared to its average volume of 376,999. Beazer Homes USA has a fifty-two week low of $17.37 and a fifty-two week high of $38.22. The company has a quick ratio of 0.91, a current ratio of 13.33 and a debt-to-equity ratio of 0.94. The firm has a 50 day moving average price of $22.95 and a 200 day moving average price of $22.16. The stock has a market capitalization of $691.67 million, a price-to-earnings ratio of 10.58, a P/E/G ratio of 0.75 and a beta of 2.09.

Institutional Investors Weigh In On Beazer Homes USA

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

Beazer Homes USA Company Profile

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.