KB Home (NYSE:KBH) Price Target Cut to $56.00 by Analysts at Barclays

KB Home (NYSE:KBH) had its price target cut by Barclays from $62.00 to $56.00 in a research note released on Wednesday,Benzinga reports. They currently have an overweight rating on the construction company’s stock.

A number of other research analysts also recently commented on KBH. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $66.00 price target on shares of KB Home in a report on Tuesday, January 13th. Truist Financial initiated coverage on KB Home in a research note on Tuesday, March 3rd. They set a “hold” rating and a $65.00 price objective on the stock. JPMorgan Chase & Co. decreased their price objective on KB Home from $71.00 to $50.00 and set a “neutral” rating on the stock in a research report on Monday, December 29th. UBS Group lowered their price objective on KB Home from $77.00 to $71.00 and set a “buy” rating for the company in a research note on Tuesday, January 6th. Finally, Royal Bank Of Canada dropped their target price on KB Home from $59.00 to $54.00 and set a “sector perform” rating for the company in a report on Friday, December 19th. Three equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $59.50.

KB Home Price Performance

KB Home stock opened at $52.18 on Wednesday. KB Home has a 52-week low of $48.90 and a 52-week high of $68.71. The company has a quick ratio of 0.53, a current ratio of 5.77 and a debt-to-equity ratio of 0.43. The firm’s fifty day moving average is $59.55 and its 200 day moving average is $61.00. The company has a market cap of $3.30 billion, a price-to-earnings ratio of 10.63, a PEG ratio of 7.04 and a beta of 1.47.

KB Home (NYSE:KBH) last issued its quarterly earnings data on Tuesday, March 24th. The construction company reported $0.52 EPS for the quarter, missing analysts’ consensus estimates of $0.53 by ($0.01). KB Home had a return on equity of 9.59% and a net margin of 5.96%.The business 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 business earned $1.49 earnings per share. The business’s quarterly revenue was down 22.6% on a year-over-year basis. Sell-side analysts forecast that KB Home will post 8.42 EPS for the current fiscal year.

KB Home Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Thursday, February 5th were issued a $0.25 dividend. The ex-dividend date was Thursday, February 5th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.9%. KB Home’s dividend payout ratio is presently 20.37%.

Institutional Investors Weigh In On KB Home

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. First Horizon Corp lifted its holdings in KB Home by 178.9% during the 4th quarter. First Horizon Corp now owns 502 shares of the construction company’s stock valued at $28,000 after buying an additional 322 shares in the last quarter. Parkside Financial Bank & Trust grew its stake in KB Home by 73.1% in the 4th quarter. Parkside Financial Bank & Trust now owns 592 shares of the construction company’s stock worth $33,000 after acquiring an additional 250 shares in the last quarter. Fulcrum Asset Management LLP bought a new position in KB Home in the 3rd quarter worth about $36,000. Jones Financial Companies Lllp increased its position in shares of KB Home by 44.4% during 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 period. Finally, Aventura Private Wealth LLC purchased a new position in shares of KB Home during the fourth quarter worth approximately $46,000. Institutional investors own 96.09% of the company’s stock.

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

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.