Q1 EPS Estimates for D.R. Horton Lowered by Zacks Research

D.R. Horton, Inc. (NYSE:DHI) – Equities research analysts at Zacks Research cut their Q1 2026 earnings per share estimates for shares of D.R. Horton in a research note issued on Tuesday, November 11th. Zacks Research analyst Team now forecasts that the construction company will post earnings per share of $1.94 for the quarter, down from their prior forecast of $2.43. The consensus estimate for D.R. Horton’s current full-year earnings is $13.04 per share. Zacks Research also issued estimates for D.R. Horton’s Q2 2026 earnings at $2.50 EPS, Q3 2026 earnings at $3.38 EPS, Q4 2026 earnings at $3.60 EPS, FY2026 earnings at $11.41 EPS, Q1 2027 earnings at $2.27 EPS and Q4 2027 earnings at $3.90 EPS.

Several other equities analysts have also commented on the stock. Evercore ISI set a $169.00 price objective on shares of D.R. Horton and gave the stock an “in-line” rating in a report on Tuesday, October 7th. Wells Fargo & Company upped their target price on shares of D.R. Horton from $175.00 to $190.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 2nd. Bank of America cut their price objective on D.R. Horton from $175.00 to $165.00 and set a “neutral” rating on the stock in a research report on Friday, October 10th. Royal Bank Of Canada boosted their target price on D.R. Horton from $117.00 to $118.00 and gave the stock an “underperform” rating in a research note on Wednesday, October 29th. Finally, Wedbush boosted their price objective on D.R. Horton from $155.00 to $170.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 23rd. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $157.38.

D.R. Horton Trading Down 0.8%

Shares of NYSE DHI traded down $1.22 during midday trading on Thursday, reaching $144.81. 514,718 shares of the stock were exchanged, compared to its average volume of 3,666,877. D.R. Horton has a twelve month low of $110.44 and a twelve month high of $184.54. The stock has a market capitalization of $43.17 billion, a P/E ratio of 12.49, a PEG ratio of 3.09 and a beta of 1.36. The company has a 50 day simple moving average of $161.38 and a 200 day simple moving average of $145.70. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.19 and a current ratio of 6.48.

D.R. Horton (NYSE:DHI) last posted its quarterly earnings data on Tuesday, October 28th. The construction company reported $3.04 EPS for the quarter, missing the consensus estimate of $3.29 by ($0.25). The firm had revenue of $9.68 billion during the quarter, compared to analyst estimates of $9.44 billion. D.R. Horton had a net margin of 10.47% and a return on equity of 14.39%. The firm’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same period in the prior year, the company posted $3.92 earnings per share. D.R. Horton has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS.

D.R. Horton Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 20th. Investors of record on Thursday, November 13th will be paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.2%. This is a boost from D.R. Horton’s previous quarterly dividend of $0.40. The ex-dividend date is Thursday, November 13th. D.R. Horton’s dividend payout ratio (DPR) is presently 15.53%.

Insiders Place Their Bets

In related news, SVP Aron M. Odom sold 1,376 shares of the firm’s stock in a transaction that occurred on Friday, September 5th. The stock was sold at an average price of $183.00, for a total value of $251,808.00. Following the completion of the transaction, the senior vice president directly owned 6,457 shares of the company’s stock, valued at $1,181,631. This trade represents a 17.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Michael R. Buchanan sold 1,000 shares of D.R. Horton stock in a transaction on Friday, September 5th. The stock was sold at an average price of $180.74, for a total value of $180,740.00. Following the transaction, the director directly owned 1,193 shares of the company’s stock, valued at $215,622.82. This trade represents a 45.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 32,376 shares of company stock worth $5,898,848. 0.54% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On D.R. Horton

A number of institutional investors have recently made changes to their positions in DHI. Capital World Investors grew its holdings in shares of D.R. Horton by 159.8% during the third quarter. Capital World Investors now owns 30,252,842 shares of the construction company’s stock worth $5,126,995,000 after buying an additional 18,607,545 shares in the last quarter. Capital International Sarl boosted its position in shares of D.R. Horton by 272.1% in the third quarter. Capital International Sarl now owns 23,014 shares of the construction company’s stock worth $3,900,000 after acquiring an additional 16,829 shares during the last quarter. Capital International Inc. CA increased its position in D.R. Horton by 173.2% during the third quarter. Capital International Inc. CA now owns 169,003 shares of the construction company’s stock worth $28,641,000 after purchasing an additional 107,135 shares during the last quarter. Capital International Investors purchased a new stake in shares of D.R. Horton during the 3rd quarter valued at $395,179,000. Finally, Legal & General Group Plc boosted its holdings in D.R. Horton by 0.9% in the third quarter. Legal & General Group Plc now owns 1,747,862 shares of the construction company’s stock valued at $296,210,000 after acquiring an additional 15,004 shares during the last quarter. 90.63% of the stock is owned by institutional investors and hedge funds.

About D.R. Horton

D.R. Horton, Inc operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States. It engages in the acquisition and development of land; and construction and sale of residential homes in 118 markets across 33 states under the names of D.R.