What is Zacks Research's Forecast for NVR FY2026 Earnings?

Key Points

• Zacks Research cut NVR’s FY2026 EPS forecast to $371.09 from $386.08, while maintaining a “Strong Sell” rating. The revised estimate remains above the broader consensus of $366.98.
• NVR’s latest quarter showed pressure, with revenue falling 10.5% year over year to $2.34 billion, although reported EPS exceeded expectations.
• Analyst sentiment is mixed but leans neutral: NVR has a consensus “Hold” rating and an average price target of $7,224.20, while institutional investors own 83.67% of the stock.

NVR, Inc. (NYSE:NVR - Free Report) - Investment analysts at Zacks Research cut their FY2026 earnings estimates for shares of NVR in a report issued on Thursday, August 13th. Zacks Research analyst Team now expects that the construction company will post earnings per share of $371.09 for the year, down from their prior forecast of $386.08. Zacks Research has a "Strong Sell" rating on the stock. The consensus estimate for NVR's current full-year earnings is $366.98 per share. Zacks Research also issued estimates for NVR's Q1 2027 earnings at $76.23 EPS, Q2 2027 earnings at $99.07 EPS, FY2027 earnings at $414.10 EPS and Q2 2028 earnings at $109.16 EPS.

Other analysts have also recently issued reports about the company. Wall Street Zen upgraded NVR from a "sell" rating to a "hold" rating in a report on Saturday, May 9th. Weiss Ratings reiterated a "sell (d+)" rating on shares of NVR in a report on Tuesday, August 4th. Truist Financial lowered their price target on shares of NVR from $6,600.00 to $6,400.00 and set a "hold" rating on the stock in a research report on Friday, July 24th. UBS Group dropped their price objective on shares of NVR from $7,700.00 to $7,400.00 and set a "neutral" rating for the company in a report on Friday, July 24th. Finally, Bank of America dropped their price objective on shares of NVR from $7,600.00 to $7,200.00 and set a "buy" rating for the company in a report on Monday, July 20th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, NVR presently has a consensus rating of "Hold" and an average price target of $7,224.20.

NVR Stock Performance

Shares of NVR stock opened at $6,308.22 on Monday. NVR has a one year low of $5,501.01 and a one year high of $8,618.28. The company has a market cap of $16.78 billion, a price-to-earnings ratio of 16.36, a PEG ratio of 10.55 and a beta of 0.91. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.24 and a current ratio of 5.28. The business's 50 day moving average price is $6,451.29 and its 200 day moving average price is $6,653.38.

NVR (NYSE:NVR - Get Free Report) last issued its earnings results on Thursday, July 23rd. The construction company reported $83.96 earnings per share for the quarter, topping the consensus estimate of $0.90 by $83.06. The business had revenue of $2.34 billion for the quarter, compared to analysts' expectations of $2.40 billion. NVR had a return on equity of 31.02% and a net margin of 12.26%.The business's revenue for the quarter was down 10.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $108.54 EPS.

Institutional Investors Weigh In On NVR

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Quadrant Capital Group LLC raised its position in shares of NVR by 2.4% during the 3rd quarter. Quadrant Capital Group LLC now owns 87 shares of the construction company's stock worth $699,000 after buying an additional 2 shares in the last quarter. Vise Technologies Inc. boosted its holdings in shares of NVR by 0.8% in the third quarter. Vise Technologies Inc. now owns 239 shares of the construction company's stock valued at $1,920,000 after acquiring an additional 2 shares in the last quarter. Laird Norton Wetherby Wealth Management LLC boosted its holdings in shares of NVR by 1.5% in the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 139 shares of the construction company's stock valued at $1,117,000 after acquiring an additional 2 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd increased its stake in shares of NVR by 0.5% during the fourth quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 425 shares of the construction company's stock valued at $3,099,000 after acquiring an additional 2 shares during the period. Finally, International Assets Investment Management LLC raised its holdings in NVR by 3.9% during the fourth quarter. International Assets Investment Management LLC now owns 53 shares of the construction company's stock worth $387,000 after purchasing an additional 2 shares in the last quarter. Institutional investors and hedge funds own 83.67% of the company's stock.

Insider Buying and Selling

In other NVR news, Director George Oliver acquired 63 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The shares were purchased at an average cost of $6,431.51 per share, for a total transaction of $405,185.13. Following the completion of the acquisition, the director owned 63 shares of the company's stock, valued at approximately $405,185.13. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Corporate insiders own 8.60% of the company's stock.

Trending Headlines about NVR

Here are the key news stories impacting NVR this week:

• Positive Sentiment: NVR director George Oliver purchased 63 shares valued at approximately $405,000, establishing a direct equity position. The insider purchase may be viewed as a signal of confidence in the homebuilder’s long-term prospects, although its size is modest relative to NVR’s market capitalization. NVR Director George Oliver Buys $405K in Stock
• Neutral Sentiment: Brokerages collectively assign NVR an average “Hold” recommendation, suggesting analysts see limited near-term upside despite the company’s strong balance sheet and profitability. NVR Given Average Recommendation of Hold
• Negative Sentiment: Zacks Research lowered its EPS forecasts for NVR’s third quarter and fourth quarter of 2026, citing estimates of $107.17 and $112.20, respectively, versus prior forecasts of $107.42 and $115.02.
• Negative Sentiment: Longer-term revisions were also mostly unfavorable: Q1 2028 EPS was cut to $89.06 from $91.22, Q4 2027 EPS to $121.22 from $123.01, and fiscal 2028 EPS to $452.16 from $461.91. Although Q3 2027 EPS was raised to $117.58 from $115.67, the overall pattern points to reduced earnings expectations.
• Negative Sentiment: Zacks retained its “Strong Sell” rating. The revisions add pressure to NVR’s valuation outlook, particularly after its latest reported quarter showed revenue down 10.5% year over year.

NVR Company Profile

NVR, Inc is a U.S.-based homebuilding and mortgage banking company that designs, constructs and sells single-family detached homes, townhomes and condominiums. The company operates primarily through its homebuilding business and a mortgage banking subsidiary, providing financing and related closing services to its homebuyers. NVR's homebuilding activities include land development, community planning, model home sales and construction management aimed at a range of buyer demographics.

Its homes are marketed under recognizable regional brands, including Ryan Homes and NVHomes, along with other market-specific trade names, and are offered across multiple geographic markets in the United States.

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