B. Riley Equities Analysts Reduce Earnings Estimates for BZH

Beazer Homes USA, Inc. (NYSE:BZH) – B. Riley cut their Q4 2025 earnings per share estimates for shares of Beazer Homes USA in a report issued on Monday, August 4th. B. Riley analyst R. Seth now anticipates that the construction company will earn $0.80 per share for the quarter, down from their prior forecast of $0.89. B. Riley has a “Hold” rating on the stock. The consensus estimate for Beazer Homes USA’s current full-year earnings is $3.48 per share. B. Riley also issued estimates for Beazer Homes USA’s Q2 2026 earnings at $0.42 EPS and Q3 2026 earnings at $0.47 EPS.

BZH has been the subject of several other reports. Wedbush reiterated an “outperform” rating and issued a $41.00 target price on shares of Beazer Homes USA in a research report on Friday, August 1st. Oppenheimer reiterated an “outperform” rating and issued a $30.00 price objective (down from $33.00) on shares of Beazer Homes USA in a report on Monday.

Beazer Homes USA Price Performance

Shares of NYSE:BZH opened at $23.29 on Wednesday. The company’s fifty day moving average price is $22.78 and its 200-day moving average price is $22.22. The company has a debt-to-equity ratio of 0.94, a current ratio of 13.33 and a quick ratio of 0.91. The firm has a market capitalization of $692.41 million, a price-to-earnings ratio of 10.59, a PEG ratio of 0.70 and a beta of 2.09. Beazer Homes USA has a one year low of $17.37 and a one year high of $38.22.

Beazer Homes USA (NYSE:BZH) last announced its earnings results on Thursday, July 31st. The construction company reported $0.26 earnings per share for the quarter, missing analysts’ consensus estimates of $0.42 by ($0.16). Beazer Homes USA had a net margin of 2.84% and a return on equity of 6.16%. The company had revenue of $545.37 million during the quarter, compared to analysts’ expectations of $565.47 million. During the same period in the prior year, the business earned $0.88 earnings per share. The company’s revenue for the quarter was down 8.4% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of BZH. ProShare Advisors LLC purchased a new position in shares of Beazer Homes USA in the fourth quarter worth $226,000. Janney Montgomery Scott LLC grew its holdings in Beazer Homes USA by 17.3% in the 1st quarter. Janney Montgomery Scott LLC now owns 30,165 shares of the construction company’s stock worth $615,000 after acquiring an additional 4,438 shares during the last quarter. GSA Capital Partners LLP grew its holdings in Beazer Homes USA by 158.8% in the 1st quarter. GSA Capital Partners LLP now owns 71,269 shares of the construction company’s stock worth $1,453,000 after acquiring an additional 43,728 shares during the last quarter. GAMMA Investing LLC increased its position in shares of Beazer Homes USA by 5,863.8% in the first quarter. GAMMA Investing LLC now owns 17,474 shares of the construction company’s stock valued at $356,000 after acquiring an additional 17,181 shares during the period. Finally, Cerity Partners LLC bought a new position in shares of Beazer Homes USA during the first quarter valued at about $1,291,000. 85.65% of the stock is owned by institutional investors.

Insider Activity at Beazer Homes USA

In other Beazer Homes USA news, Director John J. Kelley III bought 10,000 shares of the firm’s stock in a transaction that occurred on Friday, May 9th. The shares were bought at an average price of $21.50 per share, for a total transaction of $215,000.00. Following the transaction, the director directly owned 15,917 shares in the company, valued at $342,215.50. This trade represents a 169.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 6.52% of the company’s stock.

About Beazer Homes USA

Beazer Homes USA, Inc operates as a homebuilder in the United States. It designs, constructs, and sells single-family and multi-family homes under the Beazer Homes, Gatherings, and Choice Plans names. The company also sells its homes through commissioned new home sales counselors and independent brokers in Arizona, California, Nevada, Texas, Indiana, Delaware, Maryland, Tennessee, Virginia, Florida, Georgia, North Carolina, and South Carolina.