DEFA14A ·Filed Jun 5, 2026

TMHC

Taylor Morrison Home Corp
BULLISH
Impact 7/10
Horizonmonths Processed3mo ago SEC0001193125-26-259229
Proxy solicitation materials
Actionable Insight ▲ Bullish

The acquisition announcement is a strong bullish catalyst for TMHC shares, which should trade near the acquisition premium. Monitor for the definitive proxy statement and expected closing timeline. Regulatory and shareholder approval risks remain.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
TMHC ▲ +0.45% at T+20d
LONG call ✓ call won +0.45% · α vs SPY -1.41% · entry $71.53 → $71.85
Next anchor: T+60d due 4w ago
Latest observation: T+32 -2.78% FF3 residual α
Entry anchored
Jun 5, 02:30 PM ET
via exchange tick
T+1d
-0.13%
call -0.13% · α -0.35%
$71.44
settled 4mo ago
T+5d
+0.52%
call +0.52% · α -0.05%
$71.90
settled 4mo ago
T+20d
+0.45%
call +0.45% · α -1.41%
$71.85
settled 3mo ago
T+60d
—
call — · α —
—
due 4w ago

Price Chart

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Executive Summary

Taylor Morrison Home Corp (TMHC) has entered into a definitive agreement to be acquired by Berkshire Hathaway (BRK), as disclosed in a DEFA14A filing. The company sent an email to trade partners stating 'business as usual' during the pendency of the transaction, which requires shareholder and regulatory approvals.

Key Facts

  • Taylor Morrison entered a definitive agreement to be acquired by Berkshire Hathaway.
  • The transaction is subject to shareholder and regulatory approvals.
  • Management communicated to trade partners that operations will continue as usual pending closing.

Financial Impact

Acquisition by Berkshire Hathaway; no deal terms disclosed in this filing.

Risk Factors

  • Failure to obtain shareholder or regulatory approval could terminate the deal.
  • Potential competing bids may emerge, but Berkshire Hathaway's involvement reduces that likelihood.

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)0001193125-26-259229
Document: 0001193125-26-259229-index-headers.html0001193125-26-259229
Document: 0001193125-26-259229-index.html0001193125-26-259229
Document: 0001193125-26-259229.txt0001193125-26-259229
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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