The Manufacturers Life Insurance Company Sells 54,455 Shares of D.R. Horton, Inc. $DHI

The Manufacturers Life Insurance Company cut its holdings in shares of D.R. Horton, Inc. (NYSE:DHI) by 13.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 355,252 shares of the construction company’s stock after selling 54,455 shares during the quarter. The Manufacturers Life Insurance Company’s holdings in D.R. Horton were worth $48,748,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Core Wealth Advisors LLC bought a new position in shares of D.R. Horton during the fourth quarter valued at about $25,000. Osbon Capital Management LLC bought a new stake in shares of D.R. Horton in the 4th quarter valued at about $26,000. Sound Income Strategies LLC bought a new stake in shares of D.R. Horton in the 4th quarter valued at about $27,000. Elevated Capital Advisors LLC purchased a new stake in D.R. Horton during the 4th quarter valued at about $27,000. Finally, Wilkerson Advisory Group LLC purchased a new stake in D.R. Horton during the 4th quarter valued at about $30,000. 90.63% of the stock is currently owned by institutional investors.

Key Stories Impacting D.R. Horton

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

• Positive Sentiment: Wolfe Research raised its FY2027 EPS forecast for D.R. Horton to $11.98 from $11.39, indicating expectations for improved earnings growth beyond fiscal 2026.
• Positive Sentiment: Keefe, Bruyette & Woods maintained a Market Perform rating and a $167 price target, implying potential upside from recent levels despite lowering several earnings estimates.
• Neutral Sentiment: Keefe, Bruyette & Woods projected quarterly EPS of $2.10, $2.50, $3.42 and $3.51 for D.R. Horton’s first through fourth quarters of fiscal 2027, respectively, for full-year EPS of $11.53. Its FY2028 estimate is $13.15.
• Negative Sentiment: Keefe, Bruyette & Woods cut its Q4 fiscal 2026 EPS forecast to $3.09 from $3.41, FY2026 EPS to $10.57 from $10.73, FY2027 EPS to $11.53 from $12.28 and FY2028 EPS to $13.15 from $13.92.
• Negative Sentiment: Wolfe Research lowered its Q4 fiscal 2026 EPS estimate to $2.97 from $3.20 and FY2026 EPS to $10.41 from $10.49. Its revised FY2026 forecast is also slightly below the roughly $10.49–$10.54 consensus range.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on DHI shares. Weiss Ratings raised D.R. Horton from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, July 20th. Keefe, Bruyette & Woods cut their target price on shares of D.R. Horton from $175.00 to $167.00 and set a “market perform” rating on the stock in a report on Wednesday, July 22nd. Seaport Research Partners reiterated a “neutral” rating on shares of D.R. Horton in a report on Tuesday, April 7th. Truist Financial increased their price target on shares of D.R. Horton from $140.00 to $150.00 and gave the company a “hold” rating in a research report on Wednesday, April 22nd. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of D.R. Horton in a report on Tuesday, July 21st. Five analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $168.17.

D.R. Horton Stock Down 1.1%

DHI stock opened at $145.59 on Friday. D.R. Horton, Inc. has a fifty-two week low of $131.75 and a fifty-two week high of $184.54. The company has a market capitalization of $40.72 billion, a price-to-earnings ratio of 13.85, a price-to-earnings-growth ratio of 2.33 and a beta of 1.36. The business’s 50 day moving average price is $151.50 and its two-hundred day moving average price is $150.43. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.04 and a current ratio of 6.43.

D.R. Horton (NYSE:DHI) last released its earnings results on Tuesday, July 21st. The construction company reported $3.20 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.18. D.R. Horton had a return on equity of 12.47% and a net margin of 9.15%.The company had revenue of $9.23 billion during the quarter, compared to analysts’ expectations of $9.10 billion. During the same quarter last year, the business posted $3.36 EPS. The firm’s revenue for the quarter was up .0% compared to the same quarter last year. As a group, analysts forecast that D.R. Horton, Inc. will post 10.49 earnings per share for the current fiscal year.

D.R. Horton Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, August 13th. Shareholders of record on Thursday, August 6th will be given a dividend of $0.45 per share. The ex-dividend date of this dividend is Thursday, August 6th. This represents a $1.80 annualized dividend and a yield of 1.2%. D.R. Horton’s dividend payout ratio (DPR) is currently 17.13%.

About D.R. Horton

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.