NVR (NYSE:NVR) Board Declares Stock Buyback Program

NVR (NYSE:NVR) announced that its board has initiated a stock buyback program on Wednesday, February 11th, RTT News reports. The company plans to repurchase $750.00 million in outstanding shares. This repurchase authorization permits the construction company to repurchase up to 3.3% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Analysts Set New Price Targets

A number of research firms have recently commented on NVR. UBS Group restated a “neutral” rating and issued a $8,350.00 target price on shares of NVR in a research note on Thursday, January 29th. Zelman & Associates raised NVR from a “sell” rating to a “hold” rating and set a $7,675.00 price target on the stock in a research note on Thursday, January 29th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of NVR in a research report on Thursday, January 22nd. Wall Street Zen raised shares of NVR from a “sell” rating to a “hold” rating in a research report on Saturday, January 31st. Finally, BTIG Research started coverage on NVR in a research note on Monday, December 1st. They set a “buy” rating and a $9,022.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $8,329.40.

NVR Stock Up 0.1%

Shares of NYSE NVR opened at $8,104.53 on Thursday. The stock has a market capitalization of $23.02 billion, a P/E ratio of 18.54, a PEG ratio of 2.60 and a beta of 1.03. NVR has a one year low of $6,562.85 and a one year high of $8,618.28. The firm’s 50 day simple moving average is $7,559.92 and its two-hundred day simple moving average is $7,711.36. The company has a debt-to-equity ratio of 0.24, a current ratio of 6.21 and a quick ratio of 3.71.

NVR (NYSE:NVR) last posted its quarterly earnings data on Wednesday, January 28th. The construction company reported $121.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $105.42 by $16.12. NVR had a net margin of 13.27% and a return on equity of 34.28%. The company had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.41 billion. During the same quarter last year, the firm posted $139.93 earnings per share. The business’s quarterly revenue was down 5.2% on a year-over-year basis. As a group, analysts expect that NVR will post 505.2 EPS for the current fiscal year.

Key Headlines Impacting NVR

Here are the key news stories impacting NVR this week:

• Positive Sentiment: Board authorizes $750 million repurchase (up to ~3.3% of shares). The buyback is a clear capital‑allocation catalyst that supports EPS and signals that management views the stock as undervalued. NVR, INC. ANNOUNCES SHARE REPURCHASE AUTHORIZATION
• Neutral Sentiment: Analyst coverage and institutional flows show mixed but generally constructive context — median analyst target around $8,150 and several large institutional reallocations into NVR, providing background on valuation but not an immediate catalyst. Quiver Quantitative — Analyst/Institutional Notes
• Negative Sentiment: Q4 2025 showed declines across key fundamentals: revenue $2.74B (≈‑5% YoY), gross and operating profit down ~16–18%, net income down ~20.5%, diluted EPS $121.54 (down ~13% YoY), and operating cash flow down ~31% — signs of margin pressure and weaker cash generation that could limit upside until margins stabilize. NVR Inc Releases Q4 2025 Earnings
• Negative Sentiment: Insider selling: CAO Matthew Kelpy sold 500 shares (~70% of his holding) for about $4.05M (filed with the SEC). Continued insider sales (multiple recent filings) may worry some investors about management’s conviction on near‑term upside. SEC Form 4 — Matthew B. Kelpy

Insider Buying and Selling

In related news, Director Susan Williamson Ross sold 220 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $8,000.00, for a total value of $1,760,000.00. Following the sale, the director owned 386 shares in the company, valued at approximately $3,088,000. This represents a 36.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Matthew B. Kelpy sold 500 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $8,100.00, for a total transaction of $4,050,000.00. Following the completion of the transaction, the chief accounting officer directly owned 208 shares in the company, valued at $1,684,800. The trade was a 70.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 920 shares of company stock worth $7,428,324. Company insiders own 7.00% of the company’s stock.

About NVR

NVR, Inc is a U.S.-based homebuilding and mortgage banking company that designs, constructs and sells single-family detached homes, townhomes and condominiums. The company operates primarily through its homebuilding business and a mortgage banking subsidiary, providing financing and related closing services to its homebuyers. NVR’s homebuilding activities include land development, community planning, model home sales and construction management aimed at a range of buyer demographics.

Its homes are marketed under recognizable regional brands, including Ryan Homes and NVHomes, along with other market-specific trade names, and are offered across multiple geographic markets in the United States.