BIP Wealth LLC Buys New Position in D.R. Horton, Inc. $DHI

BIP Wealth LLC bought a new position in D.R. Horton, Inc. (NYSE:DHI) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,251 shares of the construction company’s stock, valued at approximately $720,000.

Several other institutional investors have also recently added to or reduced their stakes in DHI. State Street Corp grew its position in shares of D.R. Horton by 0.7% during the 2nd quarter. State Street Corp now owns 12,636,264 shares of the construction company’s stock worth $1,629,067,000 after buying an additional 92,219 shares during the period. Norges Bank bought a new position in D.R. Horton during the second quarter worth $494,278,000. Franklin Resources Inc. grew its holdings in D.R. Horton by 16.4% in the second quarter. Franklin Resources Inc. now owns 3,200,176 shares of the construction company’s stock worth $412,567,000 after purchasing an additional 450,362 shares during the period. Invesco Ltd. increased its stake in D.R. Horton by 13.2% in the second quarter. Invesco Ltd. now owns 2,854,268 shares of the construction company’s stock valued at $367,972,000 after purchasing an additional 333,846 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC raised its holdings in shares of D.R. Horton by 42.7% during the second quarter. Allspring Global Investments Holdings LLC now owns 2,827,694 shares of the construction company’s stock valued at $378,628,000 after purchasing an additional 846,085 shares during the period. 90.63% of the stock is owned by institutional investors and hedge funds.

D.R. Horton Trading Down 1.5%

NYSE DHI opened at $155.79 on Friday. The company has a current ratio of 6.63, a quick ratio of 1.18 and a debt-to-equity ratio of 0.23. The business has a fifty day simple moving average of $151.01 and a 200 day simple moving average of $155.01. D.R. Horton, Inc. has a 12 month low of $110.44 and a 12 month high of $184.54. The firm has a market capitalization of $45.35 billion, a P/E ratio of 14.15, a PEG ratio of 2.03 and a beta of 1.42.

D.R. Horton (NYSE:DHI) last posted its earnings results on Tuesday, January 20th. The construction company reported $2.03 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.98 by $0.05. The firm had revenue of $6.89 billion during the quarter, compared to analyst estimates of $6.66 billion. D.R. Horton had a net margin of 9.95% and a return on equity of 13.51%. The business’s revenue was down 9.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.61 EPS. On average, analysts predict that D.R. Horton, Inc. will post 13.04 EPS for the current fiscal year.

D.R. Horton Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 12th. Shareholders of record on Thursday, February 5th will be paid a $0.45 dividend. The ex-dividend date is Thursday, February 5th. This represents a $1.80 annualized dividend and a yield of 1.2%. D.R. Horton’s dividend payout ratio (DPR) is 15.53%.

Analysts Set New Price Targets

DHI has been the subject of several research reports. Keefe, Bruyette & Woods reduced their target price on D.R. Horton from $178.00 to $175.00 and set a “market perform” rating for the company in a research note on Wednesday, October 29th. Evercore ISI raised their price objective on D.R. Horton from $167.00 to $169.00 and gave the company an “in-line” rating in a research note on Wednesday. Barclays lowered their target price on D.R. Horton from $132.00 to $129.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Bank of America reduced their price target on shares of D.R. Horton from $162.00 to $158.00 and set a “neutral” rating for the company in a research report on Wednesday. Finally, UBS Group restated a “buy” rating and set a $193.00 price target on shares of D.R. Horton in a research note on Tuesday. Four research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $160.92.

Trending Headlines about D.R. Horton

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

• Positive Sentiment: Q1 EPS beat consensus ($2.03 vs. ~$1.93–1.98) — headline beat supports near-term confidence in execution and helped limit downside after the print. Earnings Call Transcript
• Positive Sentiment: Evercore ISI raised its price target from $167 to $169 and kept an “in-line” rating, signaling some analyst confidence in DHI’s medium-term outlook. Evercore Note
• Neutral Sentiment: Market commentary says the stock is “testing support” after earnings: technicals (50‑day SMA) and the prospect of a back‑half recovery matter for traders, so volatile trading is likely until clearer momentum appears. MarketBeat Article
• Neutral Sentiment: Deep-dive coverage highlights that incentive spending is propping up demand but is weighing on gross margins — this dynamic supports short-term sales while pressuring profitability. Yahoo Deep Dive
• Neutral Sentiment: Aggregator piece notes conflicting analyst views across consumer cyclicals (including DHI), underscoring that consensus on housing recovery timing remains mixed. Globe and Mail
• Negative Sentiment: BTIG trimmed its price target modestly to $182 from $186 — a small signal that some analysts are becoming slightly less bullish on upside near-term. BTIG Note
• Negative Sentiment: Bank of America lowered its target to $158 (neutral rating) and Zacks cut DHI to a “strong sell,” adding downward analyst pressure and contributing to negative sentiment. Analyst Moves
• Negative Sentiment: WSJ reports lower profit and management warning that elevated incentives will likely depress Q2 margins — a reminder that near-term profitability may remain challenged even as orders hold. WSJ Article

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.