D.R. Horton (NYSE:DHI) Stock Price Expected to Rise, Barclays Analyst Says

D.R. Horton (NYSE:DHI) had its target price hoisted by Barclays from $128.00 to $140.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the construction company’s stock. Barclays‘s price objective points to a potential downside of 14.09% from the company’s current price.

DHI has been the topic of several other research reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $190.00 price objective on shares of D.R. Horton in a research note on Tuesday. Weiss Ratings restated a “hold (c)” rating on shares of D.R. Horton in a research note on Friday, April 10th. Keefe, Bruyette & Woods restated a “reduce” rating on shares of D.R. Horton in a research report on Tuesday, January 27th. Bank of America set a $158.00 target price on D.R. Horton in a report on Wednesday, January 21st. Finally, Citizens Jmp reissued a “market perform” rating on shares of D.R. Horton in a report on Wednesday, January 7th. Four research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, D.R. Horton has a consensus rating of “Hold” and a consensus target price of $161.62.

D.R. Horton Stock Up 0.5%

Shares of D.R. Horton stock opened at $162.96 on Wednesday. The company has a debt-to-equity ratio of 0.23, a current ratio of 6.63 and a quick ratio of 0.98. The company has a market capitalization of $47.21 billion, a P/E ratio of 14.88, a PEG ratio of 2.40 and a beta of 1.44. D.R. Horton has a 1-year low of $114.17 and a 1-year high of $184.54. The business’s fifty day moving average price is $148.35 and its two-hundred day moving average price is $150.52.

D.R. Horton (NYSE:DHI) last posted its quarterly earnings data on Tuesday, April 21st. The construction company reported $2.24 earnings per share for the quarter, missing the consensus estimate of $2.95 by ($0.71). D.R. Horton had a return on equity of 13.51% and a net margin of 9.95%.The firm had revenue of $7.56 billion for the quarter, compared to analysts’ expectations of $9.22 billion. During the same quarter in the previous year, the firm posted $2.58 earnings per share. The company’s revenue for the quarter was down 2.3% on a year-over-year basis. As a group, research analysts forecast that D.R. Horton will post 10.41 EPS for the current year.

Insider Activity

In other news, SVP Aron M. Odom sold 260 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $167.55, for a total transaction of $43,563.00. Following the sale, the senior vice president directly owned 6,457 shares of the company’s stock, valued at approximately $1,081,870.35. This represents a 3.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.66% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Hemington Wealth Management increased its holdings in D.R. Horton by 22.1% in the 3rd quarter. Hemington Wealth Management now owns 353 shares of the construction company’s stock worth $59,000 after purchasing an additional 64 shares in the last quarter. Apella Capital LLC boosted its position in D.R. Horton by 0.8% during the 3rd quarter. Apella Capital LLC now owns 8,578 shares of the construction company’s stock worth $1,454,000 after buying an additional 69 shares during the period. Mutual Advisors LLC grew its holdings in D.R. Horton by 4.0% during the 3rd quarter. Mutual Advisors LLC now owns 1,819 shares of the construction company’s stock worth $288,000 after acquiring an additional 70 shares during the last quarter. First Manhattan CO. LLC. lifted its holdings in D.R. Horton by 2.0% during the 4th quarter. First Manhattan CO. LLC. now owns 3,546 shares of the construction company’s stock worth $511,000 after buying an additional 70 shares during the period. Finally, Physician Wealth Advisors Inc. increased its stake in shares of D.R. Horton by 17.8% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 471 shares of the construction company’s stock valued at $80,000 after acquiring an additional 71 shares in the last quarter. 90.63% of the stock is currently owned by institutional investors and hedge funds.

More D.R. Horton News

Here are the key news stories impacting D.R. Horton this week:

• Positive Sentiment: Q2 results and order momentum — DHI reported EPS of $2.24 and management highlighted stronger net sales orders (reported as double?digit order growth by several outlets), which helped tighten finished inventory and supported the stock’s rally after the print. D.R. Horton’s Q2 Earnings Beat on Better Order Momentum, Stock Up
• Positive Sentiment: FY revenue framework nudges above consensus — D.R. Horton updated FY2026 revenue guidance to roughly $33.5B–$34.5B, with the midpoint modestly above Street estimates, which partially offsets the quarterly softness. Press Release / Slide Deck
• Neutral Sentiment: Quarterly dividend declared — DHI declared a quarterly cash dividend of $0.45 per share (annualized yield ~1.1%), ex?dividend May 7, payable May 14. This supports income investors but is unlikely to materially change near?term price action. Business Wire: Earnings & Dividend
• Neutral Sentiment: Analyst commentary and longer?term views — Several bullish take pieces highlight DHI as a way to play housing exposure, but views are mixed and hinge on rate/affordability trends. Seeking Alpha: A Quality Way To Play The Housing Market
• Negative Sentiment: Affordability and incentives are weighing on demand and margins — Management and multiple reports noted that buyer affordability is suppressing demand, forcing elevated incentives that pressure margins and could limit upside. MSN: Affordability Is Hitting Housing Demand
• Negative Sentiment: Quarterly revenue shortfall vs. some Street estimates — DHI reported $7.56B in revenue for the quarter, below some analyst expectations and down year?over?year, a factor that capped upside. Yahoo: Misses Q1 CY2026 Revenue Estimates
• Negative Sentiment: Analyst stance: Truist raises target but keeps a ‘hold’ — Truist lifted its price target to $150 (from $140) but retained a Hold rating, implying limited upside and a ~7.5% downside to the price cited by Truist. This keeps the analyst tone cautious. Benzinga: Truist Raises PT to $150, Keeps Hold

D.R. Horton Company Profile

D.R. Horton, Inc is a national homebuilding company that designs, constructs and sells new residential properties across the United States. The company’s core operations focus on building single-family detached homes, townhomes and condominiums for a range of buyer segments. In addition to home construction and sales, D.R. Horton provides complementary services through subsidiaries that support the mortgage, title and closing processes for its customers, enabling integrated transaction workflows from inventory development to home delivery.

Founded in 1978 by Donald R.