KB Home $KBH Shares Sold by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. cut its position in KB Home (NYSE:KBH) by 64.3% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 188,963 shares of the construction company’s stock after selling 340,629 shares during the quarter. Assenagon Asset Management S.A. owned about 0.29% of KB Home worth $10,659,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Fulcrum Asset Management LLP acquired a new position in shares of KB Home during the third quarter worth approximately $36,000. Jones Financial Companies Lllp raised its stake in KB Home by 44.4% during the 3rd quarter. Jones Financial Companies Lllp now owns 781 shares of the construction company’s stock valued at $49,000 after acquiring an additional 240 shares in the last quarter. Aventura Private Wealth LLC bought a new stake in KB Home during the 4th quarter valued at $46,000. SBI Securities Co. Ltd. boosted its position in KB Home by 2,848.4% during the 3rd quarter. SBI Securities Co. Ltd. now owns 914 shares of the construction company’s stock worth $58,000 after acquiring an additional 883 shares during the period. Finally, Harbor Capital Advisors Inc. boosted its position in KB Home by 56.3% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 944 shares of the construction company’s stock worth $60,000 after acquiring an additional 340 shares during the period. Institutional investors own 96.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on KBH shares. JPMorgan Chase & Co. lowered their price target on KB Home from $71.00 to $50.00 and set a “neutral” rating on the stock in a report on Monday, December 29th. Keefe, Bruyette & Woods decreased their target price on shares of KB Home from $67.00 to $62.00 and set a “market perform” rating for the company in a research report on Tuesday, December 23rd. Citizens Jmp assumed coverage on shares of KB Home in a research note on Tuesday. They set an “outperform” rating and a $77.00 target price on the stock. Weiss Ratings restated a “hold (c+)” rating on shares of KB Home in a research report on Thursday, January 22nd. Finally, Raymond James Financial lowered shares of KB Home from an “outperform” rating to a “market perform” rating in a research note on Wednesday, December 24th. Three equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, KB Home presently has an average rating of “Hold” and an average price target of $59.50.

KB Home Stock Performance

NYSE:KBH opened at $50.91 on Friday. The firm’s 50-day moving average is $59.13 and its 200-day moving average is $60.82. The company has a market cap of $3.17 billion, a price-to-earnings ratio of 10.37, a PEG ratio of 7.15 and a beta of 1.47. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.53 and a current ratio of 2.20. KB Home has a 52-week low of $48.90 and a 52-week high of $68.71.

KB Home (NYSE:KBH) last posted its quarterly earnings results on Tuesday, March 24th. The construction company reported $0.52 EPS for the quarter, meeting the consensus estimate of $0.52. KB Home had a return on equity of 9.63% and a net margin of 5.96%.The firm had revenue of $1.08 billion during the quarter, compared to analysts’ expectations of $1.10 billion. During the same quarter in the prior year, the firm posted $1.49 EPS. The company’s revenue for the quarter was down 22.6% on a year-over-year basis. Equities research analysts anticipate that KB Home will post 8.42 earnings per share for the current year.

KB Home Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Thursday, February 5th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Thursday, February 5th. KB Home’s dividend payout ratio is presently 20.37%.

KB Home News Roundup

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

• Positive Sentiment: Company pivot to a build-to-order strategy that management says should improve margins and position KBH for a recovery in 2027; this is the primary long-term upside scenario. Read More.
• Neutral Sentiment: Q1 earnings call framed 2026 as a “reset” year with cautionary commentary for near-term volumes and margins — useful context but not a catalyst by itself. Read More.
• Neutral Sentiment: Coverage initiation at Citizens JMP increases analyst attention (could change liquidity/visibility over time). Read More.
• Negative Sentiment: Q1 results disappointed: revenue down ~22–23% YoY, deliveries fell, and EPS missed/was materially below prior-year levels — a direct driver of the sell-off. Read More.
• Negative Sentiment: KBH cut guidance for 2026 and cited geopolitical headwinds (Middle East instability) as weighing on buyer demand — the weaker outlook amplifies upside risk for the shares. Read More.
• Negative Sentiment: Capital-return capacity is under pressure: buybacks slowed ~75% YoY in Q1, cash is being used to support payouts, and MarketBeat flags dividend/buyback risk if cash flows don’t recover. Read More.
• Negative Sentiment: Multiple sell-side firms have lowered estimates and price targets (Barclays, Bank of America to $56; UBS lowered expectations) and big firms (Goldman Sachs, Wells Fargo, Truist) issued pessimistic outlooks — analyst momentum is turning negative. Read More. Read More. Read More. Read More. Read More. Read More.
• Negative Sentiment: Technical and market-structure headwinds: MarketBeat highlights a looming “Death Cross,” critical support near the 2025 low (~$48.90) is at risk, institutions have been net sellers and short interest remains elevated — increasing downside vulnerability. Read More.

About KB Home

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.