Donald Smith & CO. Inc. Reduces Stock Position in Taylor Morrison Home Corporation $TMHC

Posted by on Jun 11th, 2026

Donald Smith & CO. Inc. cut its stake in Taylor Morrison Home Corporation (NYSE:TMHC – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,652,725 shares of the construction company’s stock after selling 29,134 shares during the period. Taylor Morrison Home makes up approximately 1.8% of Donald Smith & CO. Inc.’s holdings, making the stock its 26th largest holding. Donald Smith & CO. Inc. owned about 1.69% of Taylor Morrison Home worth $97,296,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in TMHC. Norges Bank purchased a new position in shares of Taylor Morrison Home during the 4th quarter worth approximately $84,994,000. M&T Bank Corp increased its stake 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 in the last quarter. Alliancebernstein L.P. increased its stake 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 in the last quarter. AQR Capital Management LLC increased its stake in shares of Taylor Morrison Home by 73.8% during the 3rd quarter. AQR Capital Management LLC now owns 2,213,556 shares of the construction company’s stock worth $146,117,000 after purchasing an additional 940,138 shares in the last quarter. Finally, Freestone Grove Partners LP purchased a new position in shares of Taylor Morrison Home during the 3rd quarter worth approximately $56,894,000. 95.16% of the stock is owned by hedge funds and other institutional investors.

Taylor Morrison Home Stock Down 0.1%

Shares of NYSE TMHC opened at $71.59 on Thursday. Taylor Morrison Home Corporation has a 52-week low of $54.15 and a 52-week high of $72.50. The firm has a fifty day moving average of $61.21 and a 200-day moving average of $61.85. The stock has a market capitalization of $6.69 billion, a PE ratio of 10.68, a P/E/G ratio of 1.65 and a beta of 1.47. The company has a quick ratio of 1.45, a current ratio of 7.66 and a debt-to-equity ratio of 0.37.

Taylor Morrison Home (NYSE:TMHC – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The construction company reported $1.12 earnings per share (EPS) 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 period in the previous year, the company earned $2.07 EPS. The business’s quarterly revenue was down 26.8% compared to the same quarter last year. On average, analysts anticipate that Taylor Morrison Home Corporation will post 5.36 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. Weiss Ratings cut shares of Taylor Morrison Home from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, April 24th. Zacks Research raised shares of Taylor Morrison Home from a “strong sell” rating to a “hold” rating in a research note on Wednesday, April 22nd. Citigroup cut shares of Taylor Morrison Home from an “outperform” rating to a “market perform” rating in a research note on Monday, June 1st. Royal Bank Of Canada cut shares of Taylor Morrison Home from an “outperform” rating to a “sector perform” rating and lifted their target price for the stock from $69.00 to $72.50 in a research note on Tuesday, June 2nd. Finally, Seaport Research Partners reaffirmed a “sell” rating and issued a $49.00 target price (down from $85.00) on shares of Taylor Morrison Home in a research note on Tuesday, April 7th. Three analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $76.86.

Read Our Latest Stock Report on TMHC

About Taylor Morrison Home

(Free Report)

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.

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Institutional Ownership by Quarter for Taylor Morrison Home (NYSE:TMHC)

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