FY2026 EPS Estimates for D.R. Horton Cut by Citizens Jmp

D.R. Horton, Inc. (NYSE:DHI) – Analysts at Citizens Jmp dropped their FY2026 earnings per share estimates for D.R. Horton in a research note issued to investors on Tuesday, January 6th. Citizens Jmp analyst A. Hecht now anticipates that the construction company will post earnings of $11.18 per share for the year, down from their previous estimate of $11.39. Citizens Jmp has a “Market Perform” rating on the stock. The consensus estimate for D.R. Horton’s current full-year earnings is $13.04 per share. Citizens Jmp also issued estimates for D.R. Horton’s Q1 2027 earnings at $2.01 EPS, Q3 2027 earnings at $3.50 EPS and Q4 2027 earnings at $4.11 EPS.

D.R. Horton (NYSE:DHI) last issued its earnings results on Tuesday, October 28th. The construction company reported $3.04 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.29 by ($0.25). D.R. Horton had a return on equity of 14.39% and a net margin of 10.47%.The firm had revenue of $9.68 billion during the quarter, compared to the consensus estimate of $9.44 billion. During the same quarter in the prior year, the business posted $3.92 EPS. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis.

Several other equities analysts also recently commented on the stock. Bank of America lowered their price objective on shares of D.R. Horton from $175.00 to $165.00 and set a “neutral” rating for the company in a research note on Friday, October 10th. Barclays upped their price target on D.R. Horton from $110.00 to $132.00 and gave the company an “equal weight” rating in a research report on Monday, December 8th. UBS Group reduced their target price on D.R. Horton from $195.00 to $191.00 and set a “buy” rating on the stock in a research note on Tuesday. Royal Bank Of Canada upped their target price on D.R. Horton from $117.00 to $118.00 and gave the company an “underperform” rating in a report on Wednesday, October 29th. Finally, Wells Fargo & Company reiterated an “equal weight” rating and issued a $155.00 price target (down previously from $180.00) on shares of D.R. Horton in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $158.15.

D.R. Horton Trading Up 7.6%

Shares of DHI opened at $157.06 on Friday. The stock has a market capitalization of $45.72 billion, a P/E ratio of 13.55, a PEG ratio of 1.74 and a beta of 1.42. D.R. Horton has a twelve month low of $110.44 and a twelve month high of $184.54. The company has a quick ratio of 1.18, a current ratio of 6.48 and a debt-to-equity ratio of 0.24. The firm has a fifty day simple moving average of $148.73 and a two-hundred day simple moving average of $153.31.

Hedge Funds Weigh In On D.R. Horton

Large investors have recently made changes to their positions in the business. Concord Wealth Partners bought a new position in D.R. Horton during the 3rd quarter valued at approximately $25,000. Canton Hathaway LLC purchased a new stake in shares of D.R. Horton in the third quarter worth $26,000. Steigerwald Gordon & Koch Inc. bought a new position in shares of D.R. Horton during the third quarter valued at $27,000. Twin Peaks Wealth Advisors LLC purchased a new position in shares of D.R. Horton in the 2nd quarter worth about $29,000. Finally, Ameriflex Group Inc. purchased a new stake in D.R. Horton during the 3rd quarter valued at about $31,000. 90.63% of the stock is currently owned by hedge funds and other institutional investors.

D.R. Horton Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Thursday, November 13th were paid a dividend of $0.45 per share. The ex-dividend date of this dividend was Thursday, November 13th. This is an increase 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 presently 15.53%.

Key D.R. Horton News

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

• Positive Sentiment: Citizens Jmp raised its Q4 2027 EPS estimate to $4.11 (from $3.82), a bullish tweak for the back half of FY2027 that could support near‑term sentiment if results track higher — this partially offsets other cuts by the same shop.
• Neutral Sentiment: Citizens Jmp reaffirmed a “Market Perform” (neutral) rating on DHI, signaling the firm sees limited upside from current levels despite the estimate changes. Citizens Jmp Reaffirms Market Perform
• Neutral Sentiment: Press pieces are urging investors to reassess DHI after a recent ~9% pullback, highlighting valuation and sentiment as drivers of trading rather than new fundamental news. These analyst/market-commentary articles can boost trading interest but are not firm-side developments. Assessing D.R. Horton Valuation Is It Time To Reassess D.R. Horton
• Negative Sentiment: Citizens Jmp cut several near-term estimates — Q1 2027 to $2.01 (from $2.20), Q3 2027 to $3.50 (from $3.83) and trimmed FY2026 to $11.18 (from $11.39) — signaling weaker expected near‑term earnings that could pressure sentiment and valuation.
• Negative Sentiment: Wells Fargo downgraded DHI to “Equal Weight,” indicating reduced conviction in outperformance versus peers; downgrades often prompt profit‑taking. Wells Fargo Cuts to Equal Weight
• Negative Sentiment: Citigroup trimmed its price target to $154 from $163 and kept a neutral stance, a direct downward revision of upside and a likely contributor to short‑term selling pressure. Citigroup Lowers Price Target
• Negative Sentiment: Media coverage summarizing analyst downgrades and valuation concerns (MSN/Yahoo pieces) can amplify volatility as traders respond to clustered negative notes. Citizens Downgrades Coverage

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.