KB Home (NYSE:KBH) Receives Consensus Recommendation of “Hold” from Analysts

KB Home (NYSE:KBH) has been given an average rating of “Hold” by the fifteen ratings firms that are covering the firm, Marketbeat reports. Two analysts have rated the stock with a sell rating, ten have issued a hold rating and three have assigned a buy rating to the company. The average 12-month target price among brokers that have covered the stock in the last year is $59.50.

A number of brokerages have recently commented on KBH. Raymond James Financial downgraded KB Home from an “outperform” rating to a “market perform” rating in a research report on Wednesday, December 24th. Wells Fargo & Company reduced their target price on shares of KB Home from $55.00 to $50.00 and set an “underweight” rating on the stock in a report on Wednesday. Barclays decreased their price target on shares of KB Home from $62.00 to $56.00 and set an “overweight” rating for the company in a research note on Wednesday. Truist Financial dropped their price objective on shares of KB Home from $65.00 to $54.00 and set a “hold” rating on the stock in a research report on Wednesday. Finally, The Goldman Sachs Group reduced their price objective on shares of KB Home from $65.00 to $56.00 and set a “neutral” rating on the stock in a report on Wednesday.

Key Stories Impacting KB Home

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.

Institutional Trading of KB Home

Institutional investors have recently bought and sold shares of the business. SG Americas Securities LLC raised its holdings in KB Home by 204.8% during the third quarter. SG Americas Securities LLC now owns 69,078 shares of the construction company’s stock worth $4,396,000 after purchasing an additional 46,415 shares in the last quarter. Y Intercept Hong Kong Ltd acquired a new position in shares of KB Home in the 3rd quarter valued at $1,551,000. Deprince Race & Zollo Inc. purchased a new position in shares of KB Home in the 3rd quarter valued at $59,301,000. Strs Ohio grew its position in shares of KB Home by 1,788.1% in the 3rd quarter. Strs Ohio now owns 79,300 shares of the construction company’s stock valued at $5,047,000 after buying an additional 75,100 shares during the last quarter. Finally, iSAM Funds UK Ltd acquired a new stake in KB Home during the 3rd quarter worth $1,451,000. 96.09% of the stock is owned by hedge funds and other institutional investors.

KB Home Stock Down 1.9%

Shares of NYSE KBH opened at $50.91 on Friday. The stock has a market cap of $3.17 billion, a P/E ratio of 10.37, a PEG ratio of 7.15 and a beta of 1.47. The business’s fifty day simple moving average is $59.13 and its 200-day simple moving average is $60.82. KB Home has a 12-month low of $48.90 and a 12-month high of $68.71. The company has a current ratio of 2.20, a quick ratio of 0.53 and a debt-to-equity ratio of 0.43.

KB Home (NYSE:KBH) last released its earnings results on Tuesday, March 24th. The construction company reported $0.52 EPS for the quarter, hitting 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 period in the previous year, the firm posted $1.49 EPS. KB Home’s revenue for the quarter was down 22.6% on a year-over-year basis. As a group, equities analysts predict that KB Home will post 8.42 EPS for the current fiscal year.

KB Home Announces Dividend

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

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.