Market Cap
$889.8M
BZH
BEAZER HOMES USA INC
$33.40 ▲ +0.03%
Prev close $33.39Market cap$889.8M
ConsensusStrong Sell
12-mo target$27.50 (-17.7%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)12 New Institutional Positions16 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on BZH right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (0%)
Inst. Holders
50 funds
Inst. Value
$444.6M
Inst. Activity
12 buys / 16 sells
SEC Reports
8
Price chart 30d +0.6%
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 15, 2026 SEC Aug 11, 2026 SEC
Beazer Homes (BZH) shareholders are being asked to vote on a definitive agreement to be acquired by Dream Finders Homes
DEFM14A — Impact 7/10
Sep 10, 2026 Event
Aug 15, 2026 SEC HSR Early Termination: Patrick O. Zalupski; Beazer Homes USA, Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Patrick
An institutional cluster in BZH shows mixed conviction in Q2 2026, with 5 buyers adding $3.7M and 5 sellers reducing $22
INST-CLUSTER — Impact 5/10
Beazer Homes filed a DEFA14A containing a letter from Dream Finders Homes CEO Patrick Zalupski to Beazer employees, reit
DEFA14A — Impact 4/10
Aug 10, 2026 earnings_calendar
BZH Q3 2026 Earnings Scheduled — 2026-08-10
Aug 1, 2026 Insider
Dunn Michael Anthony surrendered for taxes 328 shares
SVP, GC and Corp Secretary @ $32.10 ($10.5K)
Jun 30, 2026 Inst.
MORGAN STANLEY — TRIM
183,463 shares ($5.1M)
Jun 30, 2026 Inst.
Nuveen, LLC — ADD
117,596 shares ($3.3M)
Analyst ratings buy % -100.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
0% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 10, 2026 | Oppenheimer | DOWNGRADE | Perform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 5 | 4 | 1 | 0% | |
| Aug 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| Jul 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| Jun 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| May 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Apr 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% |
Price targets
Where 2 covering analysts think BZH trades over the next 12 months.
$27.50 -17.7% upside Strong Sell
Current$33.40 Low$22.00 Median$27.50 High$33.00 2 analysts
$22.00$33.00
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 4 bullish, 0 bearish, 1 mixed, 3 neutral · avg impact 5.8/10.
BULLISHDEFM14A7/10
Beazer Homes (BZH) shareholders are being asked to vote on a definitive agreement to be acquired by
Sep 15, 2026
MIXEDINST-CLUSTER5/10
An institutional cluster in BZH shows mixed conviction in Q2 2026, with 5 buyers adding $3.7M and 5
Aug 15, 2026
NEUTRALDEFA14A4/10
Beazer Homes filed a DEFA14A containing a letter from Dream Finders Homes CEO Patrick Zalupski to Be
Aug 11, 2026
BULLISHDEFA14A7/10
Beazer Homes (BZH) entered into a definitive merger agreement to be acquired by Dream Finders Homes
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 10, 2026
Enforcement
HSR Early Termination: Patrick O. Zalupski; Beazer Homes USA, Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving Patrick O. Zalupski; Beazer Homes USA, Inc..
Aug 10, 2026
earnings_calendar
BZH Q3 2026 Earnings Scheduled — 2026-08-10
Aug 7, 2026
other
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Beazer Homes USA, Inc. (NYSE: BZH)
NEW YORK, Aug. 7, 2026 /PRNewswire/ -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the "M&A Class Action Firm"), has recove
Aug 7, 2026
other
Shareholder Alert: Ademi LLP investigates whether Beazer Homes USA, Inc. is obtaining a Fair Price for Public Shareholders
MILWAUKEE, Aug. 7, 2026 /PRNewswire/ -- Ademi LLP is investigating Beazer (NYSE: BZH) for possible breaches of fiduciary duty and other violations of
Aug 3, 2026
ftd
FTD: BZH — 16,208 shares ($0.5M) failed to deliver
Settlement: 20260803, Price: $32.10, FTD Value: $520,276.8, BEAZER HOMES USA INC NEW
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 | $0.44 | $0.44–$0.44 | -59.3% | -24.1% | 2↑ 0↓ | $0.9B | 1 |
| Next Q | $-0.20 | $-0.52–$0.11 | 80.4% | +0.0% | 1↑ 0↓ | $0.5B | 2 |
| Current FY | $-0.67 | $-0.67–$-0.67 | -135.2% | +22.5% | 1↑ 0↓ | $2.1B | 1 |
| Next FY | $1.52 | $1.29–$1.75 | 326.9% | +0.0% | 1↑ 0↓ | $2.5B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.440 | — |
| 7d ago | $0.580 | -0.140 |
| 30d ago | $0.580 | -0.140 |
| 60d ago | $0.580 | -0.140 |
| 90d ago | $0.580 | -0.140 |
Institutional ownership
Which big funds own BZH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $444.6M total value (15,849,463 shares) as of 2026-Q2. Top holders: BlackRock,, Capital, Wealthspire. Net selling activity: 16 institutions trimmed/exited vs 12 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,846,230 | $79.8M | 18.0% | — |
| Capital World Investors | 1,706,364 | $47.9M | 10.8% | — |
| Wealthspire Advisors, LLC | 1,117,128 | $31.3M | 7.0% | NEW |
| STATE STREET CORP | 1,114,169 | $31.3M | 7.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,093,934 | $30.7M | 6.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 899,269 | $25.2M | 5.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 652,021 | $18.3M | 4.1% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 547,058 | $15.3M | 3.5% | — |
| ONTARIO TEACHERS PENSION PLAN BOARD | 394,000 | $11.1M | 2.5% | — |
| AMERIPRISE FINANCIAL INC | 388,272 | $10.9M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 533,471 | 183,463 | -65.6% | $5.1M |
| Nuveen, LLC | ADD | 80,027 | 117,596 | +46.9% | $3.3M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 165,096 | 109,859 | -33.5% | $3.1M |
| Russell Investments Group, Ltd. | ADD | 76,306 | 108,780 | +42.6% | $3.1M |
| STOREBRAND ASSET MANAGEMENT AS | NEAR_EXIT | 388,868 | 87,929 | -77.4% | $2.5M |
| SEI INVESTMENTS CO | TRIM | 112,428 | 83,021 | -26.2% | $2.3M |
| CITIGROUP INC | TRIM | 186,577 | 80,559 | -56.8% | $2.3M |
| Jump Financial, LLC | DOUBLED | 17,282 | 73,303 | +324.2% | $2.1M |
| BANK OF AMERICA CORP /DE/ | TRIM | 144,042 | 60,855 | -57.8% | $1.7M |
| Squarepoint Ops LLC | TRIM | 112,801 | 59,695 | -47.1% | $1.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 2 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | Dunn Michael Anthony | SVP, GC and Corp Secretary | TAX W/H | 328 | $32.10 | $10.5K |
| Feb 4, 2026 | SHEPHERD DANNY R | Director | AWARD | 500 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BZH.
Shares short
1,993,917
Settlement Sep 15, 2026
Change vs prior
-7.3%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈7.5%
Estimate — not % of float
All BZH filing & press-release reports (8)
- DEFM14A reportSep 15, 2026
- INST-CLUSTER reportAug 15, 2026
- DEFA14A reportAug 11, 2026
- DEFA14A reportAug 7, 2026
- 8-K reportAug 7, 2026
- 8-K reportAug 7, 2026
- 8-K reportJun 24, 2026
- INST-CLUSTER reportJun 11, 2026