D.R. Horton, Inc. $DHI Stock: Robeco Institutional Asset Management B.V. Lowers Position

Robeco Institutional Asset Management B.V. decreased its stake in shares of D.R. Horton, Inc. (NYSE:DHI) by 34.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 66,623 shares of the construction company’s stock after selling 35,685 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in D.R. Horton were worth $9,104,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Silvant Capital Management LLC acquired a new stake in shares of D.R. Horton during the 2nd quarter worth $4,828,000. Johnson Financial Group Inc. purchased a new position in shares of D.R. Horton in the 2nd quarter worth $6,126,000. Wealthfront Advisers LLC acquired a new position in D.R. Horton in the second quarter valued at $14,622,000. Alpine Woods Capital Investors LLC acquired a new position in D.R. Horton in the second quarter valued at $2,219,000. Finally, BlackRock Inc. purchased a new stake in D.R. Horton during the second quarter valued at about $4,067,842,000. Hedge funds and other institutional investors own 90.63% of the company’s stock.

Wall Street Analyst Weigh In

DHI has been the subject of several research analyst reports. BTIG Research restated a “buy” rating and set a $174.00 price target on shares of D.R. Horton in a research note on Tuesday, September 22nd. Keefe, Bruyette & Woods decreased their target price on D.R. Horton from $167.00 to $160.00 and set a “market perform” rating for the company in a report on Tuesday, September 22nd. Stonex Financia raised shares of D.R. Horton to a “hold” rating in a research report on Thursday, October 15th. The Goldman Sachs Group restated a “buy” rating and issued a $182.00 price target on shares of D.R. Horton in a report on Monday, October 12th. Finally, Barclays reduced their price target on shares of D.R. Horton from $141.00 to $130.00 and set an “equal weight” rating on the stock in a research report on Tuesday, October 6th. Five research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $156.36.

D.R. Horton Trading Down 0.2%

NYSE:DHI opened at $147.43 on Friday. D.R. Horton, Inc. has a 12 month low of $130.40 and a 12 month high of $170.79. The business’s 50-day moving average is $140.92 and its two-hundred day moving average is $146.57. The company has a debt-to-equity ratio of 0.29, a current ratio of 6.43 and a quick ratio of 1.04. The firm has a market capitalization of $41.24 billion, a PE ratio of 14.03, a price-to-earnings-growth ratio of 2.30 and a beta of 1.35.

Key Stories Impacting D.R. Horton

Here are the key news stories impacting D.R. Horton this week:

• Positive Sentiment: Homebuilder sentiment has improved as mortgage rates and longer-term Treasury yields have eased, potentially supporting housing affordability and future demand. Investors may also be positioning ahead of D.R. Horton’s October 29 earnings release. D.R. Horton Shares Climb as Lower Rates Lift Homebuilders Ahead of Earnings
• Positive Sentiment: D.R. Horton’s board authorized an additional $5 billion in share repurchases, with fiscal 2026 buybacks expected to total at least $3.25 billion. The capital-return program may provide ongoing support for the shares.
• Neutral Sentiment: Stonex Financia maintained a “Hold” rating while forecasting earnings of $10.46 per share for fiscal 2026, $10.75 for fiscal 2027 and $13.27 for fiscal 2028. The estimates imply longer-term earnings growth, but the unchanged rating signals limited near-term conviction.
• Neutral Sentiment: Analysts expect D.R. Horton to report quarterly earnings on October 29, making results on orders, margins, deliveries and management guidance the next major catalyst. D.R. Horton Expected to Post Quarterly Earnings on Thursday
• Negative Sentiment: D.R. Horton reportedly cut its 2026 outlook after missing sales expectations, raising concerns about demand, pricing and profitability in a still-constrained housing market. D.R. Horton Cuts 2026 Outlook Following Sales Miss While Undervalued Narrative Holds
• Negative Sentiment: Pre-earnings analysis expects a decline in quarterly earnings and indicates D.R. Horton lacks the usual signals associated with a likely earnings beat, increasing downside risk if results or guidance disappoint. Analysts Estimate D.R. Horton to Report a Decline in Earnings

D.R. Horton Company Profile

D.R. Horton, Inc is a residential construction company that builds and sells single-family detached and attached homes in the United States. Its offerings include entry-level, move-up, luxury and active-adult housing, serving a range of homebuyers through brands such as D.R. Horton, Express Homes, Emerald Homes and Freedom Homes.

The company’s operations also include land acquisition and development, home financing and title services. Through subsidiaries and affiliated businesses, D.R.