DEFA14A ·Filed Jun 12, 2026

TMHC

Taylor Morrison Home Corp
BULLISH
Impact 7/10
Horizonmonths Processed3mo ago SEC0001193125-26-269446
Proxy solicitation materials
Actionable Insight ▲ Bullish

Monitor for the upcoming 8-K filing with definitive deal terms (per-share price, premium, financing structure) and the definitive proxy statement detailing shareholder vote timeline. The stock will likely trade at a discount to the announced per-share consideration until deal close. Watch for competing bids or regulatory hurdles that could affect the timeline or price.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
TMHC ▼ -0.11% at T+20d
LONG call ✗ call lost -0.11% · α vs SPY +0.64% · entry $71.95 → $71.87
Next anchor: T+60d due 23d ago
Latest observation: T+27 -3.03% FF3 residual α
Entry anchored
Jun 12, 03:59 PM ET
via exchange tick
T+1d
-0.15%
call -0.15% · α +0.44%
$71.84
settled 4mo ago
T+5d
-0.49%
call -0.49% · α +0.90%
$71.60
settled 3mo ago
T+20d
-0.11%
call -0.11% · α +0.64%
$71.87
settled 3mo ago
T+60d
—
call — · α —
—
due 23d ago

Price Chart

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Executive Summary

Taylor Morrison Home Corp (TMHC) announced via a customer email filed as DEFA14A that it has entered into a definitive agreement to be acquired by Berkshire Hathaway. The company will continue to operate independently under its current leadership post-closing. No deal price, premium, or per-share consideration was disclosed in this filing.

Key Facts

  • Taylor Morrison has entered into a definitive agreement to be acquired by Berkshire Hathaway.
  • The acquisition was announced via a customer email from Chief Customer Officer Amy Rino on June 12, 2026.
  • Taylor Morrison will continue to operate independently under its current leadership team following the acquisition.
  • No purchase price, per-share consideration, or premium was disclosed in this filing.
  • The filing is soliciting material under Rule 14a-12; definitive proxy statement will be filed separately.

Financial Impact

Transformative M&A — definitive agreement for a $6.7B market cap homebuilder to be acquired by Berkshire Hathaway; deal price and premium not disclosed.

acquisitionmergershareholder value

Risk Factors

  • Proposed acquisition requires shareholder and regulatory approvals; delays or denial could cause stock to decline.
  • No deal terms disclosed yet — premium to current market price is unknown.
  • Potential competing acquisition proposals could emerge.
  • Termination fee and deal closing conditions may limit upside or create break-up risk.

Market Snapshot

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

Investment Themes

Industrials & Manufacturing

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-269446
Document: 0001193125-26-269446-index-headers.html0001193125-26-269446
Document: 0001193125-26-269446-index.html0001193125-26-269446
Document: 0001193125-26-269446.txt0001193125-26-269446
17 reports for TMHC
Performance horizon
82% Hit rate 9 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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