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

Zacks Research upgraded shares of Taylor Morrison Home (NYSE:TMHC) from a strong sell rating to a hold rating in a research report sent to investors on Wednesday morning,Zacks.com reports.

Several other research analysts have also recently issued reports on the company. Citizens Jmp initiated coverage on Taylor Morrison Home in a research note on Wednesday, January 7th. They issued a “market outperform” rating and a $95.00 price objective on the stock. Barclays increased their price objective on Taylor Morrison Home from $68.00 to $69.00 and gave the stock an “overweight” rating in a research note on Thursday. Royal Bank Of Canada increased their price objective on Taylor Morrison Home from $68.00 to $69.00 and gave the stock an “outperform” rating in a research note on Thursday. Weiss Ratings cut Taylor Morrison Home from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 20th. Finally, Wolfe Research reissued an “outperform” rating and issued a $76.00 price objective on shares of Taylor Morrison Home in a research note on Thursday. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $77.43.

Taylor Morrison Home Trading Down 0.9%

TMHC opened at $64.41 on Wednesday. The stock has a market cap of $6.20 billion, a price-to-earnings ratio of 9.61, a P/E/G ratio of 1.62 and a beta of 1.58. The stock’s 50 day moving average price is $61.47 and its 200-day moving average price is $61.48. Taylor Morrison Home has a one year low of $54.58 and a one year high of $72.50. 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 (NYSE:TMHC) last released its earnings results on Wednesday, April 22nd. The construction company reported $1.12 EPS for the quarter, beating analysts’ consensus estimates of $0.82 by $0.30. The firm had revenue of $1.39 billion for the quarter, compared to analysts’ expectations of $1.33 billion. Taylor Morrison Home had a return on equity of 11.48% and a net margin of 8.77%.The company’s quarterly revenue was down 26.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.07 earnings per share. On average, equities analysts forecast that Taylor Morrison Home will post 4.96 EPS for the current year.

Institutional Trading of Taylor Morrison Home

A number of hedge funds have recently bought and sold shares of the stock. Allworth Financial LP lifted its holdings in Taylor Morrison Home by 14.9% during the third quarter. Allworth Financial LP now owns 1,546 shares of the construction company’s stock worth $102,000 after buying an additional 200 shares during the period. PNC Financial Services Group Inc. lifted its holdings in Taylor Morrison Home by 4.5% during the third quarter. PNC Financial Services Group Inc. now owns 4,691 shares of the construction company’s stock worth $310,000 after buying an additional 204 shares during the period. Tectonic Advisors LLC lifted its holdings in Taylor Morrison Home by 0.7% during the fourth quarter. Tectonic Advisors LLC now owns 29,765 shares of the construction company’s stock worth $1,752,000 after buying an additional 207 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in Taylor Morrison Home by 30.7% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 899 shares of the construction company’s stock worth $55,000 after buying an additional 211 shares during the period. Finally, Verdence Capital Advisors LLC lifted its holdings in Taylor Morrison Home by 3.3% during the fourth quarter. Verdence Capital Advisors LLC now owns 6,795 shares of the construction company’s stock worth $400,000 after buying an additional 220 shares during the period. Hedge funds and other institutional investors own 95.16% of the company’s stock.

Key Stories Impacting Taylor Morrison Home

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

Taylor Morrison Home Company Profile

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.