Q4 EPS Estimate for Taylor Morrison Home Lowered by Analyst

Key Points

• Seaport Res Ptn has lowered its Q4 2025 EPS estimate for Taylor Morrison Home to $1.92 from $2.13, but maintains a "Strong-Buy" rating on the stock.
• Several analysts have adjusted their price targets, with Bank of America reducing it from $75.00 to $72.00 while maintaining a "buy" rating, and Royal Bank Of Canada lowering their target from $75.00 to $68.00.
• Taylor Morrison Home's most recent quarterly earnings topped analyst expectations, reporting $2.11 EPS and revenues of $2.10 billion, though revenue decreased by 1.2% year-over-year.

Taylor Morrison Home Corporation (NYSE:TMHC - Free Report) - Stock analysts at Seaport Res Ptn reduced their Q4 2025 earnings per share (EPS) estimates for shares of Taylor Morrison Home in a research report issued on Wednesday, October 22nd. Seaport Res Ptn analyst K. Zener now expects that the construction company will earn $1.92 per share for the quarter, down from their prior forecast of $2.13. Seaport Res Ptn currently has a "Strong-Buy" rating on the stock. The consensus estimate for Taylor Morrison Home's current full-year earnings is $8.93 per share. Seaport Res Ptn also issued estimates for Taylor Morrison Home's FY2026 earnings at $6.55 EPS.

A number of other analysts also recently commented on the company. Bank of America dropped their price objective on Taylor Morrison Home from $75.00 to $72.00 and set a "buy" rating for the company in a report on Friday, October 10th. Weiss Ratings reiterated a "buy (b)" rating on shares of Taylor Morrison Home in a report on Wednesday, October 8th. Wedbush reiterated an "outperform" rating and issued a $85.00 price target on shares of Taylor Morrison Home in a report on Thursday. Finally, Royal Bank Of Canada lowered their price target on Taylor Morrison Home from $75.00 to $68.00 and set an "outperform" rating for the company in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating and nine have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average target price of $76.38.

Taylor Morrison Home Trading Up 0.9%

TMHC stock opened at $61.11 on Friday. The company has a market cap of $6.13 billion, a price-to-earnings ratio of 7.36 and a beta of 1.61. The company has a quick ratio of 0.74, a current ratio of 7.02 and a debt-to-equity ratio of 0.35. The business has a fifty day simple moving average of $66.36 and a 200-day simple moving average of $62.11. Taylor Morrison Home has a 52 week low of $51.90 and a 52 week high of $75.49.

Taylor Morrison Home (NYSE:TMHC - Get Free Report) last released its quarterly earnings data on Wednesday, October 22nd. The construction company reported $2.11 EPS for the quarter, topping analysts' consensus estimates of $1.93 by $0.18. The business had revenue of $2.10 billion during the quarter, compared to the consensus estimate of $2.03 billion. Taylor Morrison Home had a return on equity of 15.23% and a net margin of 10.16%.The business's revenue for the quarter was down 1.2% on a year-over-year basis. During the same period in the prior year, the firm posted $2.40 EPS.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Long Pond Capital LP grew its position in Taylor Morrison Home by 132.4% in the second quarter. Long Pond Capital LP now owns 1,561,586 shares of the construction company's stock worth $95,913,000 after buying an additional 889,616 shares during the last quarter. Norges Bank bought a new stake in Taylor Morrison Home in the second quarter worth $93,627,000. Charles Schwab Investment Management Inc. boosted its holdings in Taylor Morrison Home by 1.5% in the second quarter. Charles Schwab Investment Management Inc. now owns 1,374,540 shares of the construction company's stock worth $84,424,000 after purchasing an additional 20,902 shares in the last quarter. AQR Capital Management LLC boosted its holdings in Taylor Morrison Home by 118.0% in the second quarter. AQR Capital Management LLC now owns 1,273,418 shares of the construction company's stock worth $77,933,000 after purchasing an additional 689,286 shares in the last quarter. Finally, American Century Companies Inc. boosted its holdings in Taylor Morrison Home by 21.9% in the second quarter. American Century Companies Inc. now owns 1,069,859 shares of the construction company's stock worth $65,711,000 after purchasing an additional 192,554 shares in the last quarter. Institutional investors and hedge funds own 95.16% of the company's stock.

Insider Transactions at Taylor Morrison Home

In related news, Director Anne L. Mariucci sold 14,002 shares of the stock in a transaction dated Thursday, September 11th. The shares were sold at an average price of $70.00, for a total transaction of $980,140.00. Following the sale, the director owned 48,191 shares in the company, valued at $3,373,370. This represents a 22.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Sheryl Palmer sold 25,000 shares of the stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $70.20, for a total transaction of $1,755,000.00. Following the sale, the chief executive officer owned 383,988 shares in the company, valued at approximately $26,955,957.60. This trade represents a 6.11% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 67,351 shares of company stock valued at $4,700,630. Insiders own 1.40% of the company's stock.

About Taylor Morrison Home

Taylor Morrison Home Corporation, together with its subsidiaries, operates as a public homebuilder in the United States. The company designs, builds, and sells single and multi-family detached and attached homes; and develops lifestyle and master-planned communities. It develops and constructs multi-use properties consisting of commercial space, retail, and multi-family properties under the Urban Form brand name.

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