D.R. Horton, Inc. $DHI Shares Sold by Bayview Asset Management LLC

Bayview Asset Management LLC lessened its stake in D.R. Horton, Inc. (NYSE:DHI) by 52.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,890 shares of the construction company’s stock after selling 5,500 shares during the period. D.R. Horton accounts for about 0.2% of Bayview Asset Management LLC’s holdings, making the stock its 19th biggest position. Bayview Asset Management LLC’s holdings in D.R. Horton were worth $630,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. BLI Banque de Luxembourg Investments purchased a new position in D.R. Horton during the second quarter worth about $3,487,000. Lido Advisors LLC increased its position in D.R. Horton by 9.6% during the 2nd quarter. Lido Advisors LLC now owns 34,639 shares of the construction company’s stock worth $4,466,000 after purchasing an additional 3,025 shares during the period. Schroder Investment Management Group raised its stake in shares of D.R. Horton by 25.8% during the 2nd quarter. Schroder Investment Management Group now owns 151,926 shares of the construction company’s stock worth $19,586,000 after buying an additional 31,186 shares in the last quarter. Mackenzie Financial Corp lifted its holdings in shares of D.R. Horton by 23.8% in the 2nd quarter. Mackenzie Financial Corp now owns 134,969 shares of the construction company’s stock valued at $17,400,000 after buying an additional 25,943 shares during the period. Finally, Norges Bank acquired a new stake in shares of D.R. Horton in the 2nd quarter valued at approximately $494,278,000. 90.63% of the stock is owned by hedge funds and other institutional investors.

D.R. Horton Price Performance

D.R. Horton stock opened at $157.95 on Monday. The stock has a market capitalization of $46.13 billion, a P/E ratio of 13.63, a P/E/G ratio of 3.09 and a beta of 1.36. D.R. Horton, Inc. has a 12-month low of $110.44 and a 12-month high of $184.54. The company has a debt-to-equity ratio of 0.24, a current ratio of 6.48 and a quick ratio of 1.19. The firm’s 50-day moving average is $154.34 and its two-hundred day moving average is $147.68.

D.R. Horton (NYSE:DHI) last released its earnings results on Tuesday, October 28th. The construction company reported $3.04 EPS for the quarter, missing the consensus estimate of $3.29 by ($0.25). The business had revenue of $9.68 billion during the quarter, compared to analyst estimates of $9.44 billion. D.R. Horton had a net margin of 10.47% and a return on equity of 14.39%. The business’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.92 earnings per share. D.R. Horton has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. Equities analysts predict that D.R. Horton, Inc. will post 13.04 earnings per share for the current year.

D.R. Horton Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Thursday, November 13th were issued a $0.45 dividend. The ex-dividend date was Thursday, November 13th. This is a positive change from D.R. Horton’s previous quarterly dividend of $0.40. This represents a $1.80 annualized dividend and a yield of 1.1%. D.R. Horton’s payout ratio is 15.53%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Citigroup reiterated a “market outperform” rating on shares of D.R. Horton in a research report on Thursday, October 30th. Royal Bank Of Canada upped their price target on shares of D.R. Horton from $117.00 to $118.00 and gave the stock an “underperform” rating in a research note on Wednesday, October 29th. UBS Group raised their price objective on shares of D.R. Horton from $187.00 to $195.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Wells Fargo & Company boosted their price objective on shares of D.R. Horton from $175.00 to $190.00 and gave the stock an “overweight” rating in a report on Tuesday, September 2nd. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of D.R. Horton in a report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $157.38.

Insider Buying and Selling at D.R. Horton

In related news, Chairman David V. Auld sold 30,000 shares of the firm’s stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $182.21, for a total transaction of $5,466,300.00. Following the sale, the chairman directly owned 815,672 shares in the company, valued at approximately $148,623,595.12. This trade represents a 3.55% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Aron M. Odom sold 1,376 shares of the business’s stock in a transaction on Friday, September 5th. The stock was sold at an average price of $183.00, for a total transaction of $251,808.00. Following the transaction, the senior vice president directly owned 6,457 shares in the company, valued at approximately $1,181,631. The trade was a 17.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 32,376 shares of company stock valued at $5,898,848 over the last ninety days. Corporate insiders own 0.54% of the company’s stock.

About D.R. Horton

D.R. Horton, Inc operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States. It engages in the acquisition and development of land; and construction and sale of residential homes in 118 markets across 33 states under the names of D.R.