Market Cap
$968.7M
DFH
Dream Finders Homes, Inc.
$10.75 ▼ -1.29%
Prev close $10.89Market cap$968.7M
12-mo target$18.00 (+28.2%)
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions8 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on DFH right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$431.7M
Inst. Activity
30 buys / 8 sells
Insider Activity
$1.4M buy / $8.8M sell
Insider Net $
-$7.4M
SEC Reports
16
Price chart 30d -22.1%
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 22, 2026 short_volume
Short Volume: DFH — 57.7% short (0.4M / 0.7M)
Short: 383,404 | Exempt: 0 | TRF Vol: 663,939 | Short Ratio: 57.7% | Off-exchange volume (dark pool
Sep 18, 2026 Insider
BECKWITT RICHARD was granted 400,000 shares
Director
Sep 18, 2026 Insider
Sep 15, 2026 SEC Fischer Steven was granted 12,158 shares
Director
Two directors at Dream Finders Homes purchased a combined $141K in open-market stock, with Richard Beckwitt buying $121K
CLUSTER — Impact 2/10
Sep 10, 2026 Insider
Aug 18, 2026 SEC BECKWITT RICHARD bought 10,000 shares
Director @ $12.07 ($120.7K)
Dream Finders Homes filed an 8-K detailing its expected post-merger capitalization with Beazer Homes USA, including main
8-K — Impact 4/10
A cluster of 10 institutional investors accumulated $14.1M net in Dream Finders Homes during Q2 2026, with no sellers. T
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
KAYNE ANDERSON RUDNICK INVESTMENT — TRIM
3,072,095 shares ($53.0M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jan 7, 2026 | Citizens | INITIATE | Market Perform | 38% |
| Nov 12, 2025 | Zelman & Assoc | UPGRADE | Outperform | 61% |
| Oct 10, 2025 | B of A Securities | MAINTAIN | Neutral | 54% |
| Sep 18, 2025 | B of A Securities | MAINTAIN | Neutral | 54% |
| Apr 16, 2025 | B of A Securities | MAINTAIN | Neutral | 54% |
| Jan 27, 2025 | B of A Securities | MAINTAIN | Neutral | 54% |
| Sep 19, 2024 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 13, 2024 | Zelman & Assoc | UPGRADE | Outperform | 61% |
| Apr 2, 2024 | B of A Securities | MAINTAIN | Neutral | 54% |
| Nov 3, 2023 | Wedbush | MAINTAIN | Neutral | 57% |
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 | 0 | 0 | 5 | 4 | 1 | 0% | |
| Jul 1, 2026 | 0 | 0 | 5 | 4 | 1 | 0% | |
| Jun 1, 2026 | 0 | 0 | 5 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% |
Price targets
Where 1 covering analysts think DFH trades over the next 12 months.
$18.00 +28.2% upside Strong Buy
Current$14.04 Low$18.00 Median$18.00 High$18.00 1 analysts
$18.00$18.00
Analyst rating Hold· 3.0/5 as of May 5, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 4 bullish, 2 bearish, 2 mixed, 8 neutral · avg impact 4.1/10.
NEUTRALCLUSTER2/10
Two directors at Dream Finders Homes purchased a combined $141K in open-market stock, with Richard B
Sep 15, 2026
NEUTRAL8-K4/10
Dream Finders Homes filed an 8-K detailing its expected post-merger capitalization with Beazer Homes
Aug 18, 2026
MIXEDINST-CLUSTER4/10
A cluster of 10 institutional investors accumulated $14.1M net in Dream Finders Homes during Q2 2026
Aug 15, 2026
BULLISHINSIDER-BUY6/10
Director Richard Beckwitt purchased a total of $1.26M in DFH shares across three open-market transac
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: DFH — 57.7% short (0.4M / 0.7M)
Short: 383,404 | Exempt: 0 | TRF Vol: 663,939 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: DFH — 62.1% short (0.4M / 0.6M)
Short: 362,574 | Exempt: 0 | TRF Vol: 583,944 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: DFH — 62.5% short (0.4M / 0.7M)
Short: 429,796 | Exempt: 828 | TRF Vol: 687,361 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Aug 10, 2026
short_volume
Short Volume: DFH — 64.1% short (0.3M / 0.5M)
Short: 346,483 | Exempt: 294 | TRF Vol: 540,852 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Jul 30, 2026
earnings_calendar
DFH Q2 2026 Earnings Scheduled — 2026-07-30
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 | $0.20 | $0.19–$0.21 | -57.5% | -4.8% | 0↑ 2↓ | $1.0B | 2 |
| Next Q | $0.46 | $0.39–$0.53 | -20.7% | -10.7% | 1↑ 1↓ | $1.3B | 2 |
| Current FY | $1.06 | $0.97–$1.16 | -50.2% | -5.8% | 0↑ 2↓ | $4.2B | 2 |
| Next FY | $0.79 | $0.55–$1.02 | -26.3% | -33.8% | 0↑ 2↓ | $4.3B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.200 | — |
| 7d ago | $0.210 | -0.010 |
| 30d ago | $0.210 | -0.010 |
| 60d ago | $0.330 | -0.130 |
| 90d ago | $0.330 | -0.130 |
Institutional ownership
Which big funds own DFH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $431.7M total value (25,006,958 shares) as of 2026-Q2. Top holders: BlackRock,, KAYNE, Jupiter. Net buying activity: 30 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,811,957 | $83.1M | 19.2% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,072,095 | $53.0M | 12.3% | TRIM -28.0% |
| Jupiter Topco LLC | 1,922,596 | $33.2M | 7.7% | — |
| STATE STREET CORP | 1,709,676 | $29.5M | 6.8% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,546,957 | $26.7M | 6.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,464,130 | $25.3M | 5.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,206,150 | $20.8M | 4.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 729,022 | $12.6M | 2.9% | — |
| MORGAN STANLEY | 642,733 | $11.1M | 2.6% | ADD +85.3% |
| Invesco Ltd. | 545,748 | $9.4M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 4,268,380 | 3,072,095 | -28.0% | $53.0M |
| MORGAN STANLEY | ADD | 346,867 | 642,733 | +85.3% | $11.1M |
| Point72 Asset Management, L.P. | DOUBLED | 60,529 | 457,332 | +655.6% | $7.9M |
| UBS Group AG | ADD | 218,641 | 377,592 | +72.7% | $6.5M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | 120,831 | 334,191 | +176.6% | $5.8M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 146,119 | 295,229 | +102.0% | $5.1M |
| JPMORGAN CHASE & CO | DOUBLED | 12,642 | 267,380 | +2015.0% | $4.7M |
| MARSHALL WACE, LLP | TRIM | 499,587 | 251,026 | -49.8% | $4.3M |
| Jump Financial, LLC | DOUBLED | 14,945 | 202,363 | +1254.1% | $3.5M |
| JANE STREET GROUP, LLC | ADD | 131,558 | 197,830 | +50.4% | $3.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 36 transactions. Net -$7.4M — $1.4M bought, $8.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 18, 2026 | BECKWITT RICHARD | Director | AWARD | 400,000 | — | — |
| Sep 18, 2026 | Fischer Steven | Director | AWARD | 12,158 | — | — |
| Sep 10, 2026 | BECKWITT RICHARD | Director | BUY | 10,000 | $12.07 | $120.7K |
| Sep 3, 2026 | Sturm Len | Director | BUY | 1,500 | $13.47 | $20.2K |
| Aug 26, 2026 | Sturm Len | Director | BUY | 1,000 | $14.72 | $14.7K |
| Aug 24, 2026 | Sturm Len | Director | BUY | 250 | $14.75 | $3.7K |
| Aug 21, 2026 | Sturm Len | Director | BUY | 250 | $14.81 | $3.7K |
| Aug 13, 2026 | BECKWITT RICHARD | Director | BUY | 12,000 | $14.80 | $177.6K |
| Aug 12, 2026 | BECKWITT RICHARD | Director | BUY | 8,000 | $13.83 | $110.6K |
| Aug 11, 2026 | BECKWITT RICHARD | Director | BUY | 70,000 | $13.95 | $976.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DFH.
Shares short
7,035,351
Settlement Sep 15, 2026
Change vs prior
+6.3%
Semi-monthly cycle
Days to cover
9.0
At avg daily volume
Of shares outstanding
≈7.8%
Estimate — not % of float
All DFH filing & press-release reports (16)
- CLUSTER reportSep 15, 2026
- 8-K reportAug 18, 2026
- INST-CLUSTER reportAug 15, 2026
- INSIDER-BUY reportAug 13, 2026
- 8-K reportAug 7, 2026
- 10-K/A reportJul 30, 2026
- 8-K reportJul 30, 2026
- 8-K reportJul 17, 2026
- 8-K reportJul 8, 2026
- 8-K reportJun 10, 2026
- 144 reportJun 10, 2026
- 8-K reportJun 5, 2026
- 8-K reportMay 21, 2026
- DEFA14A reportApr 24, 2026
- DEFA14A reportApr 16, 2026
- INST-CLUSTER reportFeb 28, 2026