8-K ·Filed Jul 7, 2026

TMHC

Taylor Morrison Home Corp
BULLISH
Impact 6/10
Horizonmonths Processed2mo ago SEC0001193125-26-296849
8-K context-dependent: Items 8.01
Actionable Insight ▲ Bullish

With the HSR waiting period expired, focus shifts to the shareholder vote and remaining regulatory approvals. Monitor for the proxy voting timeline and any potential competing bids or regulatory pushback. The stock should trade close to the implied deal price until closing.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+5d
TMHC ▲ +0.24% at T+5d
LONG call ✓ call won +0.24% · α vs SPY -0.31% · entry $71.77 → $71.94
Next anchor: T+20d due 8w ago
Latest observation: T+12 -1.67% FF3 residual α
Entry anchored
Jul 6, 03:59 PM ET
via exchange tick
T+1d
+0.22%
call +0.22% · α +0.53%
$71.93
settled 3mo ago
T+5d
+0.24%
call +0.24% · α -0.31%
$71.94
settled 3mo ago
T+20d
—
call — · α —
—
due 8w ago
T+60d
—
call — · α —
—
due 2d ago

Price Chart

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Executive Summary

Taylor Morrison Home Corp (TMHC) filed an 8-K reporting that the HSR antitrust waiting period for its pending acquisition by Berkshire Hathaway expired on July 6, 2026. This removes a key regulatory condition for the merger, though shareholder approval and other customary closing conditions remain. The filing advances a high-conviction deal progression but does not provide new financial data or change the merger's valuation.

Key Facts

  • HSR waiting period for the Berkshire Hathaway acquisition expired at 11:59 pm ET on July 6, 2026.
  • Merger remains subject to receipt of other required regulatory approvals, adoption by holders of a majority of TMHC's outstanding common stock, and other customary closing conditions.
  • The definitive proxy statement has been mailed to TMHC stockholders.
  • No financial terms of the merger (e.g., price per share) are disclosed in this filing.

Financial Impact

No new financial figures disclosed; removal of HSR hurdle is a positive deal-progression catalyst.

Risk Factors

  • Merger could still fail if shareholders do not approve or if other regulators block the deal.
  • Any material adverse change or termination fee event could cause deal break and stock price decline.

Market Snapshot

Exchange
NYSE
Sector
Operative Builders
Analyst Consensus
81% bullish (16 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-296849
Document: 0001193125-26-296849-index.html0001193125-26-296849
Document: 0001193125-26-296849.txt0001193125-26-296849
17 reports for TMHC
Performance horizon
73% Hit rate 8 of 11 directional calls best @ T+20▲ +15.11%Apr 22, 2026
Filters
Rows
Reports for TMHC — sortable, filterable
TypeNow
Aug 4, 2026
8w ago
15-12G
NEUTRAL ★ 3/10
—awaiting T+5——
Jul 24, 2026
10w ago
8-K
BULLISH ★ 8/10
$72.45 awaiting T+5awaiting T+5——
Jul 24, 2026
10w ago
25-NSE
BULLISH ★ 7/10
$72.45 awaiting T+5awaiting T+5——
Jul 18, 2026
10w ago
Institutional Cluster
BEARISH ★ 6/10
$72.44 $72.45▼ −0.01%▼ −0.44%—
Jul 7, 2026
12w ago
8-K
BULLISH ★ 6/10
$71.77 $71.94▲ +0.24%▼ −0.31%—
Jun 23, 2026
14w ago
DEFM14A
BULLISH ★ 8/10
$71.93 $71.73▼ −0.28%▼ −1.99%—
Jun 12, 2026
15w ago
PREM14A
BULLISH ★ 7/10
$71.95 $71.60▼ −0.49%▲ +0.90%—
Jun 12, 2026
15w ago
DEFA14A
BULLISH ★ 7/10
$71.95 $71.60▼ −0.49%▲ +0.90%—
Jun 5, 2026
17w ago
DEFA14A
BULLISH ★ 7/10
$71.53 $71.90▲ +0.52%▼ −0.05%—
Jun 5, 2026
17w ago
DEFA14A
BULLISH ★ 8/10
$71.53 $71.90▲ +0.52%▼ −0.05%—
Showing 10 of 17

US Market Status

Market Closed — Opens Mon (65h 28m)

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