NYSE· Operative Builders· Inc. DE· CIK 0001562476

TMHC

Taylor Morrison Home Corp
—
Market cap$6.8B
ConsensusHold
12-mo target$66.75 (-7.9%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (8/10)28 New Institutional Positions22 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on TMHC right now — valuation, ownership and activity at a glance.
Market Cap
$6.8B
Cap Size
Mid Cap
Analyst Consensus
Hold (47%)
Inst. Holders
50 funds
Inst. Value
$4.9B
Inst. Activity
28 buys / 22 sells
Social Sentiment
50° Neutral
SEC Reports
17
Price chart
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 10, 2026 earnings_calendar
TMHC Q2 2026 Earnings Scheduled — 2026-08-10
Aug 4, 2026 SEC
Taylor Morrison Home Corp filed Form 15-12G to terminate its SEC registration under Section 12(g), effective August 4, 2
15-12G — Impact 3/10
Jul 24, 2026 SEC
Berkshire Hathaway completed its acquisition of Taylor Morrison Home Corp for $72.50 per share in an all-cash deal value
8-K — Impact 8/10
Jul 24, 2026 SEC
Taylor Morrison Home Corp (TMHC) has been acquired by a Berkshire Hathaway Inc. subsidiary in an all-cash merger. The me
25-NSE — Impact 7/10
Jul 24, 2026 Insider
MARIUCCI ANNE L disposed of 51,287 shares
Director @ $72.50 ($3.7M)
Jul 24, 2026 Insider
MARIUCCI ANNE L disposed of 3,287 shares
Director @ $72.50 ($238.3K)
Jul 24, 2026 Insider
MARIUCCI ANNE L disposed of 21,994 shares
Director @ $72.50 ($1.6M)
Jun 30, 2026 Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
2,246,104 shares ($161.1M)
Analyst ratings buy % -46.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 47% rate it Buy or better · 15 analysts
Strong Buy 2 13% Buy 5 33% Hold 7 47% Sell 1 7% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Jul 14, 2026BarclaysDOWNGRADEEqual-Weight 54%
Jun 26, 2026Raymond JamesDOWNGRADEMarket Perform 54%
Jun 10, 2026Wolfe ResearchDOWNGRADEPeer Perform 52%
Jun 2, 2026Truist SecuritiesDOWNGRADEHold 55%
Jun 2, 2026RBC CapitalDOWNGRADESector Perform 55%
Jun 1, 2026CitizensDOWNGRADEMarket Perform 38%
Jun 1, 2026Truist SecuritiesMAINTAINBuy 55%
Jun 1, 2026RBC CapitalMAINTAINOutperform 55%
Apr 23, 2026RBC CapitalMAINTAINOutperform 55%
Apr 23, 2026BarclaysMAINTAINOverweight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20262571047%
Aug 1, 20260142211%
Jul 1, 20262571047%
Jun 1, 202631012081%
May 1, 202631022076%
Apr 1, 202631121082%
Mar 1, 202631021081%
Feb 1, 202631021081%
Price targets
Where 4 covering analysts think TMHC trades over the next 12 months.
$66.75 -7.9% upside Sell
Current$72.45 Low$49.00 Median$72.50 High$73.00 4 analysts
$49.00$73.00
Analyst rating Hold· 3.3/5 as of Sep 25, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
2 mentions 0 bullish 0 bearish 2 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 12 bullish, 2 bearish, 0 mixed, 3 neutral · avg impact 6.4/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 10, 2026
earnings_calendar
TMHC Q2 2026 Earnings Scheduled — 2026-08-10
Jul 29, 2026
earnings_calendar
TMHC Q2 2026 Earnings Scheduled — 2026-07-29
Jul 27, 2026
earnings_calendar
TMHC Q2 2026 Earnings Scheduled — 2026-07-27
Jul 24, 2026
listing_status
Delisted: TMHC — removed from the N symbol directory
Taylor Morrison Home Corporation Common Stock
Jul 23, 2026
short_volume
Short Volume: TMHC — 85.4% short (0.9M / 1.0M)
Short: 884,588 | Exempt: 1,150 | TRF Vol: 1,036,353 | Short Ratio: 85.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current FY$5.28$5.14–$5.66-35.9%-0.2%2↑ 2↓$6.6B4
Next Q$1.42$1.30–$1.54-32.5%-2.1%2↑ 3↓$1.8B5
Current Q$1.14$1.08–$1.21-40.4%+0.8%0↑ 5↓$1.6B5
Next FY$6.41$4.86–$7.0121.4%-0.2%1↑ 4↓$7.2B6
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$1.144—
7d ago$1.144—
30d ago$1.135+0.009
60d ago$1.135+0.009
90d ago$1.273-0.128
Institutional ownership
Which big funds own TMHC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.9B total value (68,935,477 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, STATE. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.13,987,929$1.0B20.3%—
DIMENSIONAL FUND ADVISORS LP6,508,962$467.0M9.4%—
STATE STREET CORP4,439,153$318.5M6.4%—
VANGUARD PORTFOLIO MANAGEMENT LLC4,389,390$314.9M6.4%—
VANGUARD CAPITAL MANAGEMENT LLC4,054,952$290.9M5.9%—
GEODE CAPITAL MANAGEMENT, LLC3,161,931$240.2M4.9%—
AMERICAN CENTURY COMPANIES INC2,409,449$172.9M3.5%—
BALYASNY ASSET MANAGEMENT L.P.2,246,104$161.1M3.3%DOUBLED +906.6%
FULLER & THALER ASSET MANAGEMENT, INC.2,234,273$160.3M3.2%—
MILLENNIUM MANAGEMENT LLC1,784,792$128.0M2.6%—
Recent position changes
FundActionPrevCurrentChangeValue
BALYASNY ASSET MANAGEMENT L.P.DOUBLED223,1482,246,104+906.6%$161.1M
FIL LtdNEW—1,400,000—$100.4M
NORGES BANKNEW—1,252,607—$89.9M
FMR LLCTRIM1,700,1551,171,456-31.1%$84.0M
BANK OF AMERICA CORP /DE/ADD643,7111,148,885+78.5%$82.4M
Qube Research & Technologies LtdDOUBLED457,2201,034,842+126.3%$74.2M
GOLDMAN SACHS GROUP INCTRIM1,625,2831,018,171-37.4%$73.0M
MORGAN STANLEYTRIM1,490,215989,211-33.6%$71.0M
SOROS FUND MANAGEMENT LLCNEW—723,523—$51.9M
TORONTO DOMINION BANKNEW—627,601—$45.0M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
DateInsiderTitleTypeSharesPriceValue
Jul 24, 2026MARIUCCI ANNE LDirectorD51,287$72.50$3.7M
Jul 24, 2026MARIUCCI ANNE LDirectorD3,287$72.50$238.3K
Jul 24, 2026MARIUCCI ANNE LDirectorD21,994$72.50$1.6M
Jul 24, 2026Palmer SherylChairman, President and CEOD267,944$72.50$19.4M
Jul 24, 2026Palmer SherylChairman, President and CEOD112,360——
Jul 24, 2026MARIUCCI ANNE LDirectorD10,917$72.50$791.5K
Jul 24, 2026Palmer SherylChairman, President and CEOD180,801$72.50$13.1M
Jul 24, 2026Merrill Stevin ToddEVP, CLO & SecretaryD1,104$72.50$80.0K
Jul 24, 2026Merrill Stevin ToddEVP, CLO & SecretaryD1,564——
Jul 24, 2026VANHYFTE CURTISCFOD4,116$72.50$298.4K
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TMHC.
Shares short
3,267,275
Settlement Jul 15, 2026
Change vs prior
+3.8%
Semi-monthly cycle
Days to cover
1.3
At avg daily volume
Of shares outstanding
≈3.5%
Estimate — not % of float
All TMHC filing & press-release reports (17)