Robeco Institutional Asset Management B.V. Acquires 8,892 Shares of D.R. Horton, Inc. $DHI

Robeco Institutional Asset Management B.V. raised its holdings in shares of D.R. Horton, Inc. (NYSE:DHI) by 17.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 61,193 shares of the construction company’s stock after acquiring an additional 8,892 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in D.R. Horton were worth $10,370,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Twin Peaks Wealth Advisors LLC purchased a new position in shares of D.R. Horton during the second quarter worth about $29,000. Bayforest Capital Ltd lifted its position in D.R. Horton by 340.4% during the first quarter. Bayforest Capital Ltd now owns 251 shares of the construction company’s stock valued at $32,000 after purchasing an additional 194 shares during the last quarter. Hantz Financial Services Inc. grew its stake in D.R. Horton by 1,678.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 338 shares of the construction company’s stock worth $44,000 after buying an additional 319 shares in the last quarter. Adirondack Trust Co. increased its holdings in shares of D.R. Horton by 53.2% in the 2nd quarter. Adirondack Trust Co. now owns 406 shares of the construction company’s stock worth $52,000 after buying an additional 141 shares during the last quarter. Finally, True Wealth Design LLC raised its position in shares of D.R. Horton by 786.1% during the 3rd quarter. True Wealth Design LLC now owns 319 shares of the construction company’s stock valued at $54,000 after buying an additional 283 shares in the last quarter. Hedge funds and other institutional investors own 90.63% of the company’s stock.

D.R. Horton Stock Up 7.6%

DHI stock opened at $157.06 on Friday. D.R. Horton, Inc. has a fifty-two week low of $110.44 and a fifty-two week high of $184.54. The company has a market capitalization of $45.72 billion, a price-to-earnings ratio of 13.55, a price-to-earnings-growth ratio of 1.74 and a beta of 1.42. The business’s 50 day moving average price is $148.73 and its two-hundred day moving average price is $153.31. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.18 and a current ratio of 6.48.

D.R. Horton (NYSE:DHI) last released its earnings results on Tuesday, October 28th. The construction company reported $3.04 EPS for the quarter, missing analysts’ consensus estimates of $3.29 by ($0.25). D.R. Horton had a net margin of 10.47% and a return on equity of 14.39%. The firm had revenue of $9.68 billion during the quarter, compared to analysts’ expectations of $9.44 billion. During the same quarter in the previous year, the business earned $3.92 EPS. The company’s revenue for the quarter was down 3.2% compared to the same quarter last year. As a group, analysts forecast that D.R. Horton, Inc. will post 13.04 earnings per share for the current fiscal year.

D.R. Horton Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Stockholders of record on Thursday, November 13th were issued a dividend of $0.45 per share. This is a boost from D.R. Horton’s previous quarterly dividend of $0.40. The ex-dividend date was Thursday, November 13th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.1%. D.R. Horton’s dividend payout ratio (DPR) is presently 15.53%.

D.R. Horton News Roundup

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

• Positive Sentiment: Citizens Jmp raised its Q4 2027 EPS estimate to $4.11 (from $3.82), a bullish tweak for the back half of FY2027 that could support near‑term sentiment if results track higher — this partially offsets other cuts by the same shop.
• Neutral Sentiment: Citizens Jmp reaffirmed a “Market Perform” (neutral) rating on DHI, signaling the firm sees limited upside from current levels despite the estimate changes. Citizens Jmp Reaffirms Market Perform
• Neutral Sentiment: Press pieces are urging investors to reassess DHI after a recent ~9% pullback, highlighting valuation and sentiment as drivers of trading rather than new fundamental news. These analyst/market-commentary articles can boost trading interest but are not firm-side developments. Assessing D.R. Horton Valuation Is It Time To Reassess D.R. Horton
• Negative Sentiment: Citizens Jmp cut several near-term estimates — Q1 2027 to $2.01 (from $2.20), Q3 2027 to $3.50 (from $3.83) and trimmed FY2026 to $11.18 (from $11.39) — signaling weaker expected near‑term earnings that could pressure sentiment and valuation.
• Negative Sentiment: Wells Fargo downgraded DHI to “Equal Weight,” indicating reduced conviction in outperformance versus peers; downgrades often prompt profit‑taking. Wells Fargo Cuts to Equal Weight
• Negative Sentiment: Citigroup trimmed its price target to $154 from $163 and kept a neutral stance, a direct downward revision of upside and a likely contributor to short‑term selling pressure. Citigroup Lowers Price Target
• Negative Sentiment: Media coverage summarizing analyst downgrades and valuation concerns (MSN/Yahoo pieces) can amplify volatility as traders respond to clustered negative notes. Citizens Downgrades Coverage

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on DHI. Weiss Ratings reiterated a “hold (c+)” rating on shares of D.R. Horton in a research report on Monday, December 29th. UBS Group dropped their price target on D.R. Horton from $195.00 to $191.00 and set a “buy” rating for the company in a research note on Tuesday. Citizens Jmp reiterated a “market perform” rating on shares of D.R. Horton in a research report on Wednesday. Citigroup dropped their target price on D.R. Horton from $163.00 to $154.00 and set a “neutral” rating for the company in a research report on Thursday. Finally, BTIG Research assumed coverage on shares of D.R. Horton in a research report on Monday, December 1st. They set a “buy” rating and a $186.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $158.15.

About D.R. Horton

D.R. Horton, Inc is a national homebuilding company that designs, constructs and sells new residential properties across the United States. The company’s core operations focus on building single-family detached homes, townhomes and condominiums for a range of buyer segments. In addition to home construction and sales, D.R. Horton provides complementary services through subsidiaries that support the mortgage, title and closing processes for its customers, enabling integrated transaction workflows from inventory development to home delivery.

Founded in 1978 by Donald R.