Wedbush Issues Pessimistic Estimate for TMHC Earnings

Key Points

• Wedbush has lowered its Q4 2025 earnings per share estimate for Taylor Morrison Home to $2.28, down from $2.54, while maintaining a rating of "Outperform" with a target price of $85.00.
• Taylor Morrison reported $2.02 EPS for the last quarter, exceeding expectations by $0.08, with a year-over-year revenue increase of 2.0%.
• The current consensus rating for Taylor Morrison Home is "Buy," with an average target price of $76.88, following recent upgrades and downgrades from various research firms.

Taylor Morrison Home Corporation (NYSE:TMHC - Free Report) - Investment analysts at Wedbush dropped their Q4 2025 earnings per share (EPS) estimates for shares of Taylor Morrison Home in a report issued on Thursday, July 24th. Wedbush analyst J. Mccanless now expects that the construction company will earn $2.28 per share for the quarter, down from their previous forecast of $2.54. Wedbush currently has a "Outperform" rating and a $85.00 target price on the stock. The consensus estimate for Taylor Morrison Home's current full-year earnings is $8.93 per share. Wedbush also issued estimates for Taylor Morrison Home's Q1 2026 earnings at $1.54 EPS, FY2026 earnings at $8.59 EPS, Q1 2027 earnings at $1.69 EPS, Q2 2027 earnings at $2.26 EPS and FY2027 earnings at $9.90 EPS.

Taylor Morrison Home (NYSE:TMHC - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The construction company reported $2.02 EPS for the quarter, beating the consensus estimate of $1.94 by $0.08. Taylor Morrison Home had a net margin of 10.72% and a return on equity of 16.22%. The business had revenue of $2.03 billion during the quarter, compared to the consensus estimate of $1.93 billion. During the same quarter in the prior year, the firm earned $1.86 EPS. The business's revenue was up 2.0% on a year-over-year basis.

Other research analysts also recently issued research reports about the stock. BTIG Research set a $75.00 price target on shares of Taylor Morrison Home and gave the company a "buy" rating in a report on Wednesday, April 16th. Wall Street Zen downgraded shares of Taylor Morrison Home from a "buy" rating to a "hold" rating in a report on Sunday, June 1st. Seaport Res Ptn raised shares of Taylor Morrison Home from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, July 23rd. Bank of America began coverage on shares of Taylor Morrison Home in a research report on Monday, May 5th. They set a "buy" rating and a $70.00 target price on the stock. Finally, Barclays set a $69.00 target price on shares of Taylor Morrison Home and gave the stock an "overweight" rating in a research report on Thursday, April 24th. One equities research analyst has rated the stock with a hold rating, nine have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $76.88.

Taylor Morrison Home Trading Up 0.5%

Shares of NYSE:TMHC traded up $0.32 during trading on Friday, reaching $60.91. The company's stock had a trading volume of 327,890 shares, compared to its average volume of 1,064,618. The company has a current ratio of 6.54, a quick ratio of 0.74 and a debt-to-equity ratio of 0.35. Taylor Morrison Home has a 12 month low of $51.90 and a 12 month high of $75.49. The firm's 50 day simple moving average is $60.31 and its two-hundred day simple moving average is $60.52. The stock has a market capitalization of $6.11 billion, a PE ratio of 7.03 and a beta of 1.57.

Hedge Funds Weigh In On Taylor Morrison Home

Several institutional investors have recently bought and sold shares of TMHC. HighTower Advisors LLC lifted its position in Taylor Morrison Home by 28.2% during the fourth quarter. HighTower Advisors LLC now owns 12,394 shares of the construction company's stock valued at $759,000 after purchasing an additional 2,729 shares during the period. KLP Kapitalforvaltning AS purchased a new stake in Taylor Morrison Home during the 4th quarter valued at about $1,347,000. LPL Financial LLC grew its stake in Taylor Morrison Home by 258.4% during the 4th quarter. LPL Financial LLC now owns 57,173 shares of the construction company's stock valued at $3,500,000 after acquiring an additional 41,219 shares in the last quarter. Prudential Financial Inc. grew its stake in Taylor Morrison Home by 71.3% during the 4th quarter. Prudential Financial Inc. now owns 225,569 shares of the construction company's stock valued at $13,807,000 after acquiring an additional 93,903 shares in the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp grew its stake in shares of Taylor Morrison Home by 26.9% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 51,189 shares of the construction company's stock valued at $3,133,000 after buying an additional 10,847 shares during the period. 95.16% of the stock is owned by hedge funds and other institutional investors.

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.