Zacks Research Weighs in on KB Home’s Q1 Earnings (NYSE:KBH)

KB Home (NYSE:KBH) – Analysts at Zacks Research cut their Q1 2026 earnings per share estimates for KB Home in a research note issued on Monday, March 9th. Zacks Research analyst Team now forecasts that the construction company will post earnings of $0.52 per share for the quarter, down from their prior estimate of $0.57. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for KB Home’s current full-year earnings is $8.42 per share. Zacks Research also issued estimates for KB Home’s Q2 2026 earnings at $0.79 EPS, Q3 2026 earnings at $1.16 EPS, Q4 2026 earnings at $1.65 EPS, FY2026 earnings at $4.12 EPS, Q1 2027 earnings at $0.93 EPS, Q2 2027 earnings at $1.16 EPS, Q3 2027 earnings at $1.49 EPS and Q1 2028 earnings at $1.17 EPS.

A number of other analysts have also recently weighed in on the company. The Goldman Sachs Group reiterated a “neutral” rating and set a $66.00 price target on shares of KB Home in a research report on Tuesday, January 13th. Barclays dropped their price target on shares of KB Home from $71.00 to $62.00 and set an “overweight” rating on the stock in a research report on Monday, December 22nd. UBS Group cut their price objective on KB Home from $77.00 to $71.00 and set a “buy” rating for the company in a report on Tuesday, January 6th. Truist Financial initiated coverage on shares of KB Home in a research note on Tuesday, March 3rd. They set a “hold” rating and a $65.00 target price for the company. Finally, JPMorgan Chase & Co. reduced their target price on KB Home from $71.00 to $50.00 and set a “neutral” rating for the company in a report on Monday, December 29th. Two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $62.92.

KB Home Stock Down 2.5%

NYSE:KBH opened at $55.93 on Tuesday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.53 and a current ratio of 5.77. The company has a market capitalization of $3.53 billion, a price-to-earnings ratio of 11.39, a price-to-earnings-growth ratio of 7.62 and a beta of 1.47. KB Home has a one year low of $48.90 and a one year high of $68.71. The stock has a 50-day simple moving average of $60.76 and a 200 day simple moving average of $61.83.

KB Home (NYSE:KBH) last released its quarterly earnings data on Thursday, December 18th. The construction company reported $1.92 EPS for the quarter, beating the consensus estimate of $1.79 by $0.13. The company had revenue of $1.69 billion for the quarter, compared to analyst estimates of $1.66 billion. KB Home had a return on equity of 11.40% and a net margin of 6.88%.The firm’s revenue was down 15.5% compared to the same quarter last year. During the same period last year, the company posted $2.52 earnings per share.

Institutional Trading of KB Home

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Xponance Inc. lifted its holdings in shares of KB Home by 1.6% during the third quarter. Xponance Inc. now owns 10,198 shares of the construction company’s stock worth $649,000 after buying an additional 163 shares during the last quarter. Vista Investment Management grew its stake in shares of KB Home by 3.5% in the fourth quarter. Vista Investment Management now owns 5,117 shares of the construction company’s stock worth $289,000 after acquiring an additional 175 shares during the last quarter. GHE LLC grew its stake in shares of KB Home by 0.7% in the third quarter. GHE LLC now owns 30,983 shares of the construction company’s stock worth $1,972,000 after acquiring an additional 212 shares during the last quarter. Jones Financial Companies Lllp grew its stake in shares of KB Home by 44.4% in the third quarter. Jones Financial Companies Lllp now owns 781 shares of the construction company’s stock worth $49,000 after acquiring an additional 240 shares during the last quarter. Finally, Parkside Financial Bank & Trust increased its position in KB Home by 73.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 592 shares of the construction company’s stock worth $33,000 after acquiring an additional 250 shares during the period. Institutional investors and hedge funds own 96.09% of the company’s stock.

KB Home Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Thursday, February 5th were given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend was Thursday, February 5th. KB Home’s payout ratio is currently 20.37%.

KB Home News Roundup

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

• Positive Sentiment: Scheduled catalyst — KB Home confirmed it will release Q1 2026 results and host a live webcast on March 24, 2026. That gives investors a near‑term event that could reset expectations (beat could reverse recent weakness). KB HOME TO RELEASE 2026 FIRST QUARTER EARNINGS ON MARCH 24, 2026
• Neutral Sentiment: Analyst/industry coverage is shifting — a Yahoo Finance piece discusses how KBH’s investment story is evolving as analysts reassess growth and margins, highlighting debate about near‑term demand and profitability assumptions that can increase trading volatility around results and guidance. How The KB Home (KBH) Investment Story Is Evolving As Analysts Reassess Growth And Margins
• Neutral Sentiment: Market note on price action — a Zacks summary reported KBH closed lower (recent session) which reflects the market reaction to the analyst commentary and estimate moves described below. KB Home (KBH) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Analyst estimate cuts from Zacks/MarketBeat — multiple near‑term and FY EPS forecasts were lowered across Q1–Q4 2026 and through 2027/2028, and Zacks Research currently carries a “Strong Sell” view. Those downgrades and a reduced FY outlook weigh on sentiment and help explain selling pressure. KB Home (KBH) – MarketBeat Report

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.