Market Cap
$38.2B
DHI
HORTON D R INC /DE/
$135.38 ▼ -1.22%
Prev close $137.06Market cap$38.2B
ConsensusSell
12-mo target$158.31 (+16.9%)
▲ Neutral
Analyst conviction 4/10
High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on DHI right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (38%)
Inst. Holders
50 funds
Inst. Value
$31.1B
Inst. Activity
39 buys / 11 sells
SEC Reports
5
Congressional
1 trades
Price chart 30d -4.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: DHI — 7,470 shares ($1.0M) failed to deliver
Settlement: 20260914, Price: $137.89, FTD Value: $1,030,038.3, DR HORTON INC
Sep 8, 2026 Insider
Murray Michael J gifted 5,000 shares
EVP and COO
Aug 26, 2026 Insider
CROWLEY ELAINE D acquired via exercise 264 shares
Director
Aug 26, 2026 Insider
Jul 21, 2026 SEC CROW M CHAD acquired via exercise 264 shares
Director
D.R. Horton reported fiscal Q3 2026 EPS of $3.20, a 5% miss vs the $3.37 consensus, and revenue of $9.23B, a 9% miss vs
8-K — Impact 6/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
3,247,214 shares ($528.9M)
Jun 30, 2026 Inst.
May 12, 2026 SEC Holocene Advisors, LP — ADD
1,566,685 shares ($255.2M)
D.R. Horton's wholly-owned mortgage subsidiary, DHI Mortgage, amended its master repurchase facility, increasing the max
8-K — Impact 3/10
Analyst ratings buy % -17.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
38% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| Sep 25, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 22, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Sep 16, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 4, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 22, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 22, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 22, 2026 | RBC Capital | MAINTAIN | Underperform | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 4 | 15 | 1 | 0 | 38% | |
| Aug 1, 2026 | 6 | 4 | 15 | 1 | 0 | 38% | |
| Jul 1, 2026 | 5 | 4 | 16 | 1 | 0 | 35% | |
| Jun 1, 2026 | 5 | 4 | 16 | 2 | 0 | 33% | |
| May 1, 2026 | 5 | 4 | 16 | 2 | 0 | 33% | |
| Apr 1, 2026 | 5 | 5 | 14 | 3 | 0 | 37% | |
| Mar 1, 2026 | 5 | 5 | 13 | 3 | 0 | 38% | |
| Feb 1, 2026 | 5 | 5 | 13 | 3 | 0 | 38% |
Price targets
Where 13 covering analysts think DHI trades over the next 12 months.
$158.31 +16.9% upside Buy
Current$135.39 Low$125.00 Median$151.00 High$206.00 13 analysts
$125.00$206.00
Analyst rating Hold· 2.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 0 bullish, 2 bearish, 1 mixed, 2 neutral · avg impact 5.2/10.
BEARISH8-K6/10
D.R. Horton reported fiscal Q3 2026 EPS of $3.20, a 5% miss vs the $3.37 consensus, and revenue of $
Jul 21, 2026
NEUTRAL8-K3/10
D.R. Horton's wholly-owned mortgage subsidiary, DHI Mortgage, amended its master repurchase facility
May 12, 2026
BEARISH8-K7/10
D.R. Horton reported Q2 2026 EPS of $2.24, missing consensus of $2.77 by 19.2%, on revenue of $7.56
Apr 21, 2026
NEUTRALCOURT-RULING4/10
The Florida Third District Court of Appeal affirmed a lower court's decision to grant D.R. Horton re
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: DHI — 7,470 shares ($1.0M) failed to deliver
Settlement: 20260914, Price: $137.89, FTD Value: $1,030,038.3, DR HORTON INC
Sep 8, 2026
short_volume
Short Volume: DHI — 69.5% short (0.5M / 0.7M)
Short: 520,758 | Exempt: 6 | TRF Vol: 749,653 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: DHI — 2.5M shares, 69,091 trades
Week starting 2026-09-07. Total ATS volume: 2,522,695 shares across 69,091 trades.
Aug 31, 2026
dark_pool
Dark Pool: DHI — 2.0M shares, 65,496 trades
Week starting 2026-08-31. Total ATS volume: 2,015,459 shares across 65,496 trades.
Aug 28, 2026
short_volume
Short Volume: DHI — 61.1% short (0.3M / 0.6M)
Short: 342,394 | Exempt: 6 | TRF Vol: 560,696 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.00 | $2.80–$3.14 | -1.2% | -1.3% | 0↑ 13↓ | $9.1B | 12 |
| Next Q | $2.20 | $1.84–$2.40 | 8.6% | -1.2% | 5↑ 4↓ | $7.3B | 10 |
| Current FY | $10.42 | $9.85–$10.77 | -9.9% | -0.1% | 2↑ 11↓ | $32.8B | 14 |
| Next FY | $11.46 | $10.69–$12.80 | 9.9% | -2.0% | 5↑ 8↓ | $34.4B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.002 | — |
| 7d ago | $3.023 | -0.021 |
| 30d ago | $3.041 | -0.038 |
| 60d ago | $3.041 | -0.038 |
| 90d ago | $3.363 | -0.361 |
Institutional ownership
Which big funds own DHI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $31.1B total value (190,703,765 shares) as of 2026-Q2. Top holders: Capital, BlackRock,, VANGUARD. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Capital World Investors | 37,280,759 | $6.1B | 19.6% | — |
| BlackRock, Inc. | 24,974,471 | $4.1B | 13.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,937,322 | $2.8B | 8.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,400,299 | $2.0B | 6.5% | — |
| STATE STREET CORP | 12,077,744 | $2.0B | 6.3% | — |
| FMR LLC | 9,440,491 | $1.5B | 5.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,224,096 | $1.2B | 3.8% | — |
| Capital Research Global Investors | 5,686,635 | $926.3M | 3.0% | — |
| MORGAN STANLEY | 3,696,034 | $602.0M | 1.9% | — |
| GOLDMAN SACHS GROUP INC | 3,554,668 | $579.0M | 1.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,247,214 | — | $528.9M |
| Holocene Advisors, LP | ADD | 1,079,309 | 1,566,685 | +45.2% | $255.2M |
| JPMORGAN CHASE & CO | TRIM | 4,795,057 | 1,528,245 | -68.1% | $251.0M |
| BARCLAYS PLC | ADD | 1,057,590 | 1,446,554 | +36.8% | $235.6M |
| CITIGROUP INC | ADD | 733,075 | 1,027,271 | +40.1% | $167.3M |
| HSBC HOLDINGS PLC | ADD | 506,276 | 785,312 | +55.1% | $128.0M |
| WELLS FARGO & COMPANY/MN | TRIM | 1,037,052 | 763,264 | -26.4% | $124.3M |
| Pictet Asset Management Holding SA | TRIM | 1,535,482 | 716,643 | -53.3% | $116.7M |
| CITADEL ADVISORS LLC | DOUBLED | 107,345 | 586,864 | +446.7% | $95.6M |
| JANE STREET GROUP, LLC | DOUBLED | 15,024 | 586,039 | +3800.7% | $95.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Murray Michael J | EVP and COO | GIFT | 5,000 | — | — |
| Aug 26, 2026 | CROWLEY ELAINE D | Director | EXERCISE | 264 | — | — |
| Aug 26, 2026 | CROW M CHAD | Director | EXERCISE | 264 | — | — |
| Aug 26, 2026 | Smith Barbara | Director | EXERCISE | 264 | — | — |
| Apr 22, 2026 | Auld David V | Executive Chairman | AWARD | 5,110 | — | — |
| Apr 22, 2026 | Murray Michael J | EVP and COO | TAX W/H | 4,992 | $162.95 | $813.4K |
| Apr 22, 2026 | Murray Michael J | EVP and COO | AWARD | 6,388 | — | — |
| Apr 22, 2026 | Auld David V | Executive Chairman | TAX W/H | 4,013 | $162.95 | $653.9K |
| Apr 22, 2026 | Romanowski Paul J | President and CEO | AWARD | 7,665 | — | — |
| Apr 22, 2026 | Romanowski Paul J | President and CEO | TAX W/H | 6,024 | $162.95 | $981.6K |
Congressional trades
DHI trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | D.R. Horton Inc | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DHI.
Shares short
9,903,227
Settlement Sep 15, 2026
Change vs prior
-1.9%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume
Of shares outstanding
≈3.5%
Estimate — not % of float
All DHI filing & press-release reports (5)
- 8-K reportJul 21, 2026
- 8-K reportMay 12, 2026
- 8-K reportApr 21, 2026
- COURT-RULING reportApr 21, 2026
- INST-CLUSTER reportFeb 28, 2026