Taylor Morrison Home (NYSE:TMHC) Raised to Hold at Zacks Research

Taylor Morrison Home (NYSE:TMHC) was upgraded by investment analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research report issued to clients and investors on Wednesday,Zacks.com reports.

Several other equities research analysts have also recently commented on TMHC. Barclays boosted their price objective on shares of Taylor Morrison Home from $68.00 to $69.00 and gave the company an “overweight” rating in a research report on Thursday. Citigroup began coverage on Taylor Morrison Home in a research note on Wednesday, January 7th. They issued an “outperform” rating on the stock. Weiss Ratings cut Taylor Morrison Home from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 20th. Citizens Jmp began coverage on Taylor Morrison Home in a report on Wednesday, January 7th. They set a “market outperform” rating and a $95.00 price objective for the company. Finally, Truist Financial dropped their target price on Taylor Morrison Home from $85.00 to $80.00 and set a “buy” rating on the stock in a research report on Thursday, April 16th. Seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, Taylor Morrison Home has a consensus rating of “Moderate Buy” and an average target price of $77.43.

Taylor Morrison Home Stock Performance

Shares of TMHC stock opened at $64.41 on Wednesday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.55 and a current ratio of 7.66. Taylor Morrison Home has a 52 week low of $54.58 and a 52 week high of $72.50. The company’s 50 day moving average price is $61.47 and its two-hundred day moving average price is $61.48. The company has a market capitalization of $6.20 billion, a P/E ratio of 9.61, a price-to-earnings-growth ratio of 1.62 and a beta of 1.58.

Taylor Morrison Home (NYSE:TMHC) last released its quarterly earnings results on Wednesday, April 22nd. The construction company reported $1.12 earnings per share for the quarter, beating the consensus estimate of $0.82 by $0.30. Taylor Morrison Home had a net margin of 8.77% and a return on equity of 11.48%. The company had revenue of $1.39 billion during the quarter, compared to analysts’ expectations of $1.33 billion. During the same quarter in the prior year, the company earned $2.07 earnings per share. The business’s quarterly revenue was down 26.8% compared to the same quarter last year. On average, analysts expect that Taylor Morrison Home will post 4.96 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Taylor Morrison Home

A number of large investors have recently modified their holdings of the business. AQR Capital Management LLC increased its position in shares of Taylor Morrison Home by 67.6% in the fourth quarter. AQR Capital Management LLC now owns 3,710,885 shares of the construction company’s stock valued at $218,274,000 after acquiring an additional 1,497,329 shares during the last quarter. Norges Bank acquired a new position in Taylor Morrison Home during the fourth quarter valued at approximately $84,994,000. Assenagon Asset Management S.A. grew its stake in Taylor Morrison Home by 96.1% in the first quarter. Assenagon Asset Management S.A. now owns 2,554,498 shares of the construction company’s stock valued at $148,774,000 after purchasing an additional 1,251,558 shares in the last quarter. M&T Bank Corp increased its position in shares of Taylor Morrison Home by 28,246.3% during the 4th quarter. M&T Bank Corp now owns 1,058,169 shares of the construction company’s stock worth $62,294,000 after purchasing an additional 1,054,436 shares during the last quarter. Finally, Alliancebernstein L.P. increased its position in shares of Taylor Morrison Home by 360.1% during the 3rd quarter. Alliancebernstein L.P. now owns 1,284,221 shares of the construction company’s stock worth $84,771,000 after purchasing an additional 1,005,116 shares during the last quarter. 95.16% of the stock is currently owned by institutional investors and hedge funds.

Taylor Morrison Home News Summary

Here are the key news stories impacting Taylor Morrison Home this week:

• Positive Sentiment: Q1 results topped Street estimates — GAAP EPS of $1.12 beat the consensus (~$0.82) and revenue of $1.39B beat estimates, supporting near‑term cash generation and valuation. Taylor Morrison Reports First Quarter 2026 Results
• Positive Sentiment: Management reaffirmed 2026 guidance of ~11,000 closings and announced ~$400M in share buybacks — both supportive of earnings per share and signal confidence in cash flow and capital return. Taylor Morrison reaffirms 2026 guidance…
• Positive Sentiment: Backlog strength and higher to‑be‑built mix (rising to ~38%) point to more controlled, higher‑margin orders over time and smoother revenue realization as the backlog rebuild progresses. Taylor Morrison Home Corp (TMHC) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: Company provided detailed materials — full earnings release, slide deck and call transcript are available for investors who want line‑by‑line metrics and management commentary. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Margins compressed in Q1 as Taylor Morrison prioritized rebuilding backlog and shifted mix toward to‑be‑built homes, which carries higher lot, build‑to‑sell timing and cost exposure — a near‑term drag on gross margin. TMHC Q1 Deep Dive: Margins Compress…
• Negative Sentiment: Revenue and EPS are substantially below year‑ago levels (revenue down ~27% YoY; EPS much lower than last year), highlighting how the recovery is uneven and valuation relies on margin recovery and buybacks. MarketBeat Q1 coverage
• Negative Sentiment: At least one major firm lowered expectations for TMHC, signaling investor caution and potential for further analyst revisions if margins or volumes disappoint. Bank of America Lowers Expectations for TMHC

About Taylor Morrison Home

Taylor Morrison Home Corporation (NYSE:TMHC) is a leading national homebuilder and developer specializing in the design, construction and sale of single-family detached and attached homes. The company’s portfolio spans entry-level, first-time, move-up and active-adult segments, offering buyers a diverse array of architectural styles, floor plans and personalized design options. Through its vertically integrated model, Taylor Morrison manages land acquisition, community development, construction and sales to deliver quality homes and customer-focused experiences across its markets.

The company’s heritage traces back to Morrison Homes, founded in 1977, and Taylor Woodrow, established in 1921 in the United Kingdom.