KB Home (NYSE:KBH) Price Target Lowered to $54.00 at Truist Financial

KB Home (NYSE:KBH) had its price target reduced by Truist Financial from $65.00 to $54.00 in a report published on Wednesday,Benzinga reports. They currently have a hold rating on the construction company’s stock.

Several other equities research analysts have also recently weighed in on KBH. Wells Fargo & Company decreased their price target on KB Home from $55.00 to $50.00 and set an “underweight” rating for the company in a research note on Wednesday. Citizens Jmp initiated coverage on KB Home in a research note on Tuesday. They issued an “outperform” rating and a $77.00 price objective on the stock. Royal Bank Of Canada reduced their target price on KB Home from $54.00 to $53.00 and set a “sector perform” rating on the stock in a report on Wednesday. Raymond James Financial downgraded shares of KB Home from an “outperform” rating to a “market perform” rating in a research report on Wednesday, December 24th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of KB Home in a research report on Thursday, January 22nd. Three research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $59.50.

KB Home Stock Performance

Shares of KB Home stock opened at $52.18 on Wednesday. The stock has a market cap of $3.30 billion, a price-to-earnings ratio of 10.63, a P/E/G ratio of 7.04 and a beta of 1.47. KB Home has a twelve month low of $48.90 and a twelve month high of $68.71. The company’s fifty day moving average is $59.55 and its 200 day moving average is $61.00. The company has a quick ratio of 0.53, a current ratio of 5.77 and a debt-to-equity ratio of 0.43.

KB Home (NYSE:KBH) last announced its earnings results on Tuesday, March 24th. The construction company reported $0.52 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.53 by ($0.01). The company had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $1.10 billion. KB Home had a return on equity of 9.59% and a net margin of 5.96%.The firm’s revenue for the quarter was down 22.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.49 earnings per share. Sell-side analysts forecast that KB Home will post 8.42 EPS for the current year.

KB Home Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Thursday, February 5th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Thursday, February 5th. KB Home’s dividend payout ratio (DPR) is 20.37%.

Hedge Funds Weigh In On KB Home

A number of institutional investors have recently modified their holdings of the company. United Services Automobile Association acquired a new stake in KB Home in the 1st quarter valued at $226,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of KB Home by 5.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 225,525 shares of the construction company’s stock valued at $13,108,000 after buying an additional 11,103 shares in the last quarter. Legal & General Group Plc lifted its stake in shares of KB Home by 2.1% in the second quarter. Legal & General Group Plc now owns 121,178 shares of the construction company’s stock valued at $6,419,000 after buying an additional 2,515 shares in the last quarter. Rhumbline Advisers grew its holdings in shares of KB Home by 4.4% during the second quarter. Rhumbline Advisers now owns 298,975 shares of the construction company’s stock valued at $15,837,000 after buying an additional 12,697 shares during the last quarter. Finally, Ameritas Investment Partners Inc. grew its holdings in shares of KB Home by 4.7% during the second quarter. Ameritas Investment Partners Inc. now owns 21,075 shares of the construction company’s stock valued at $1,116,000 after buying an additional 948 shares during the last quarter. 96.09% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting KB Home

Here are the key news stories impacting KB Home this week:

• Positive Sentiment: Management is accelerating a shift to build‑to‑order (targeting ~70% of deliveries in H2 2026), which management says should preserve pricing/margins as volume softens. KB Home outlines shift to 70% built-to-order deliveries
• Positive Sentiment: KBH repurchased $50 million of stock in Q1, a modest capital return that supports EPS and signals board confidence. KB HOME REPORTS 2026 FIRST QUARTER RESULTS
• Positive Sentiment: At least one firm (Citizens/JMP) initiated coverage with an outperform and a high price target, showing some analyst confidence in longer-term upside. Citizens Initiates Coverage of KB Home
• Neutral Sentiment: Q1 EPS came in roughly in line with some estimates (≈$0.52) but revenue missed and declined ~22–23% year‑over‑year — mixed signals on operating leverage. Investors should read the call/transcript for detail on orders and cancellations. KB Home Q1 Earnings Meet Estimates, Revenues Miss
• Neutral Sentiment: Full earnings call transcript and slide deck provide details on backlog, cancellations, and timing of the build‑to‑order margin improvement; useful for modeling turnaround timing. KB Home Q1 2026 Earnings Call Transcript
• Negative Sentiment: Management cut full‑year guidance and explicitly said the Iran/Middle East war is already deterring prospective buyers, flagging lower near‑term demand and adding macro uncertainty to the outlook. Leading home builder says the Iran war is already hurting housing market
• Negative Sentiment: Q1 revenue dropped roughly 23% y/y and the weak top line plus a softer order cadence prompted the guidance cut — the core reason sell‑side models are being downgraded. KB Home Stock Sinks After Q1 Revenues Fall 23%
• Negative Sentiment: Multiple analysts trimmed price targets and ratings after the quarter (Goldman, UBS, Truist, Wells Fargo, RBC, BofA, etc.), increasing near‑term sell pressure and lowering consensus estimates. KB Home Analysts Lower Their Forecasts After Downbeat Q1 Results

KB Home Company Profile

KB Home is an American homebuilding company headquartered in Los Angeles, California. Founded in 1957, it was among the first homebuilders to go public, offering investors access to one of the nation’s largest residential construction platforms. The company is structured to serve a broad spectrum of homebuyers, with a particular focus on first-time, first move-up and active adult segments. As a public company trading on the New York Stock Exchange under the symbol KBH, KB Home draws on decades of experience in land acquisition, construction and community planning.

At its core, KB Home designs and constructs single-family detached and attached homes, townhomes and condominium units.