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8-K ·Filed Oct 14, 2026

KBH

KB HOME
NEUTRAL
Impact 2/10
Horizonmonths Processed16d 10h ago SEC0000795266-26-000076
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine long-term incentive grant with no immediate trading signal. Monitor KB Home's next quarterly earnings for performance against the PSU metrics and any guidance updates.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled: T+5d
KBH ▲ +5.82% at T+5d
NEUTRAL call +5.82% · α vs SPY +6.83% · entry $43.65 → $46.19
Next anchor: T+20d in 11d
Latest observation: T+9 +5.19% FF3 residual α
Entry = T+0 close
Oct 14, 2026
via day close
T+1d
-0.80%
call -0.80% · α +0.30%
$43.30
settled 16d ago
T+5d
+5.82%
call +5.82% · α +6.83%
$46.19
settled 10d ago
T+20d
Pending
in 11d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

KB Home granted performance-based restricted stock units (PSUs) to three named executive officers under its 2014 Equity Incentive Plan. The PSUs are tied to a three-year performance period (Dec 2026, Nov 2029) with metrics weighted 40% on cumulative adjusted EPS, 35% on average adjusted ROIC, and 25% on relative revenue growth. This is a routine compensatory arrangement with no departure or appointment of officers.

Key Facts

  • PSUs granted on October 8, 2026 to Robert V. McGibney (135,227 target shares), Jeffrey T. Mezger (112,689), and Brian J. Woram (21,411).
  • Performance period runs December 1, 2026 through November 30, 2029.
  • Payout ranges from 0% to 200% of target based on cumulative adjusted EPS (40% weight), average adjusted ROIC (35%), and relative revenue growth vs. peer homebuilders (25%).
  • No officer departures, appointments, or changes reported.

Financial Impact

No immediate financial impact; potential dilution of up to 269,327 shares at maximum 200% payout (538,654 shares) over three years.

dilution

Risk Factors

  • No material risks identified from this filing.

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000795266-26-000076
Document: 0000795266-26-000076-index-headers.html0000795266-26-000076
Document: 0000795266-26-000076-index.html0000795266-26-000076
Document: 0000795266-26-000076.txt0000795266-26-000076
9 reports for KBH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for KBH, sortable and filterable
TypeNow
Oct 27, 2026
3d ago
SC 13G/A
NEUTRAL ★ 2/10
$46.17awaiting T+60awaiting T+60$47.94 (+3.83%)
Oct 14, 2026
16d ago
8-K
NEUTRAL ★ 2/10
$43.65awaiting T+60awaiting T+60$47.94 (+9.83%)
Sep 22, 2026
5w ago
Press Release
MIXED ★ 5/10
$47.15awaiting T+60awaiting T+60$47.94 (+1.68%)
Aug 28, 2026
9w ago
Press Release
NEUTRAL ★ 2/10
$54.86awaiting T+60awaiting T+60$47.94 (−12.61%)
Aug 7, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$56.52awaiting T+60awaiting T+60$47.94 (−15.18%)
Jul 15, 2026
15w ago
Insider Cluster
NEUTRAL ★ 4/10
$57.81 $43.13▼ −25.39%▼ −29.10%$47.94 (−17.07%)
Jun 23, 2026
18w ago
8-K
BEARISH ★ 8/10
$61.51 $48.54▲ +21.09%▲ +23.92%$47.94 (+22.06%)
May 1, 2026
26w ago
8-K
BEARISH ★ 6/10
$47.85 $57.04▼ −19.21%▼ −17.35%$47.94 (−0.19%)
Mar 13, 2026
33w ago
DEFA14A
NEUTRAL ★ 3/10
$54.03 $51.42▼ −4.82%▼ −15.31%$47.94 (−11.27%)
Showing 9 of 9

US Market Status

Market Closed · Opens Mon (54h 28m)

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Report published Oct 14, 2026