DHI
HORTON D R INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 28 Three major institutions — Norges Bank, RenTech, and Two Sigma — est…
- R Apr 21 D.R. Horton reported Q2 2026 EPS of $2.24, missing consensus of $2.7…
- I Jun 30 3 funds open new positions (13F)
- A Jul 7 Zelman & Assoc upgrades
- R Jul 21 D.R. Horton reported fiscal Q3 2026 EPS of $3.20, a 5% miss vs the $…
- A Oct 1 Morgan Stanley initiates
- A Oct 6 Melius Research initiates
- A Oct 16 StoneX initiates
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Mar 17. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 56 added (3 new), 28 trimmed or exited. Largest new: Zurich Insurance Group /Fi $64.0M, Duquesne Family Office $48.7M.
- AnalystsMIXED
8 of 24 rate it Buy or better. Median target $150.00 (+2%).
- TrendUPTREND
4% above its 50-day average.
- SocialQUIET
Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| NORGES BANK | TRIM | $528.9M |
| Holocene Advisors, LP | ADD | $255.2M |
| JPMORGAN CHASE & CO | TRIM | $251.0M |
| BARCLAYS PLC | ADD | $235.6M |
| CITIGROUP INC | ADD | $167.3M |
| HSBC HOLDINGS PLC | ADD | $128.0M |
| WELLS FARGO & COMPANY/MN | TRIM | $124.3M |
| Pictet Asset Management Holding SA | TRIM | $116.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
24 analystsPrice is inside the target range. Median implies +2%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
| Oct 16, 2026 | StoneX INITIATE | Hold |
| Oct 15, 2026 | Citigroup MAINTAIN | Neutral |
| Oct 15, 2026 | RBC Capital MAINTAIN | Underperform |
| Oct 6, 2026 | Melius Research INITIATE | Sell |
| Oct 6, 2026 | Barclays MAINTAIN | Equal-Weight |
| Date | Member | Type | Amount |
|---|---|---|---|
| Sep 25, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| Sep 11, 2026 | 🔒 Fresh data, subscribers only | SELL | |
| May 15, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| May 1, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| Jan 9, 2026 | Gilbert Cisneros D· HOUSE· D.R. Horton Inc | SELL | $1,001 - $15,000 |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 8, 2026 | Murray Michael J EVP and COO | GIFT | 5,000 sh |
| Aug 26, 2026 | CROWLEY ELAINE D Director | EXERCISE | 264 sh |
| Aug 26, 2026 | CROW M CHAD Director | EXERCISE | 264 sh |
| Aug 26, 2026 | Smith Barbara Director | EXERCISE | 264 sh |
| Apr 22, 2026 | Auld David V Executive Chairman | AWARD | 5,110 sh |
| Apr 22, 2026 | Murray Michael J EVP and COO | TAX W/H | $813.4K |
| Apr 22, 2026 | Murray Michael J EVP and COO | AWARD | 6,388 sh |
| Apr 22, 2026 | Auld David V Executive Chairman | TAX W/H | $653.9K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 0 bullish · 3 bearish · 1 mixed · 3 neutral- NEUTRAL 8-KOct 26, 2026
D.R. Horton appointed Carl E. Reichardt, Jr.
🔒 Fresh report (last 24h), subscribers only
- BEARISH INST-CLUSTEROct 21, 2026
Four institutional asset managers reduced their DHI positions by a net $105.9M in Q3 2026, while…
The selling cluster is dominated by active managers exiting or trimming, while only one active manager added. Monitor upcoming Q4 earnings for homebuilder demand and margin trends — the selling may…
- BEARISH 8-KJul 21, 2026
D.R. Horton reported fiscal Q3 2026 EPS of $3.20, a 5% miss vs the $3.37 consensus, and revenue of…
The revenue miss and lowered guidance are the primary negatives, confirming that affordability constraints and elevated incentives are pressuring top-line growth. Monitor the Q4 conference call for…
- NEUTRAL 8-KMay 12, 2026
D.R. Horton's wholly-owned mortgage subsidiary, DHI Mortgage, amended its master repurchase…
This is a routine warehouse facility amendment for DHI Mortgage, providing continued mortgage origination funding. No direct read-through for D.R. Horton equity. Monitor upcoming quarterly filings…
All DHI filing & press-release reports (7)
- 8-K reportOct 26, 2026
- INST-CLUSTER reportOct 21, 2026
- 8-K reportJul 21, 2026
- 8-K reportMay 12, 2026
- 8-K reportApr 21, 2026
- COURT-RULING reportApr 20, 2026
- INST-CLUSTER reportFeb 28, 2026