DR Horton, Inc.

DR Horton, Inc.

DR Horton, Inc. (DHI) is one of the largest US homebuilders, specialising in single‑family and select multi‑family housing across a broad range of price points. The company acquires land, builds homes and often provides related services such as mortgage lending and title insurance, which can add to margins. Revenue and profitability tend to track the housing cycle: demand, mortgage rates, and supply of existing homes are key drivers. DR Horton benefits from scale, a diversified national footprint and a large land inventory, but it is sensitive to interest‑rate rises, construction costs, labour availability and regional economic shifts. For investors, the company offers exposure to residential construction and the broader housing market, yet returns can be volatile and are not guaranteed. This summary is educational only and not personalised investment advice; investors should consider their goals, risk tolerance and seek professional guidance before acting.

Why It's Moving

DR Horton, Inc.

D.R. Horton Stock Faces Valuation Headwinds Despite Strong Recent Gains and Analyst Support

D.R. Horton has delivered impressive returns this year, climbing 10.1% year-to-date with support from institutional buyers and positive analyst ratings. However, the homebuilder is trading at a significant premium to its intrinsic value, raising questions about whether the current momentum can sustain.
Sentiment:
🌋Volatile
  • First-quarter earnings beat expectations with EPS of $2.03 versus $1.98 estimated, though revenue of $6.89B fell 9.5% year-over-year, signaling mixed operational performance amid challenging housing demand.
  • The stock trades at a 25.1% premium to its DCF-calculated intrinsic value of $128.19, with valuations sitting above both sector and peer averages, suggesting limited upside at current price levels.
  • UBS Group maintains a buy rating and BTIG Research set a $182 price target, but Truist Financial assigned a hold with a $155 target and Keefe, Bruyette & Woods issued a reduce rating, reflecting analyst disagreement on forward momentum.

When is the next earnings date for DR Horton, Inc. (DHI)?

D.R. Horton will release its next earnings report on April 21, 2026 before market open, covering the second quarter ended March 31, 2026. The company will host a conference call at 8:30 a.m. ET that morning to discuss financial results. Analysts are projecting an EPS of $2.16 for the quarter. This earnings announcement will provide insight into the company's operational performance during the first half of fiscal 2026.

Stock Performance Snapshot

Hold

Analyst Rating

Analysts suggest keeping your investment in DR Horton’s stock as it may rise in value.

Above Average

Financial Health

DR Horton is performing well with strong revenue and cash flow, indicating good financial stability.

Below Average

Dividend

DR Horton's dividend yield of 1.21% is below average, indicating limited income potential. If you invested $1000, you would be paid $12.10 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

📈

Housing cycle exposure

DR Horton’s performance often mirrors housing demand and mortgage rates; it can benefit from strong markets but may see volatility when conditions cool.

🌍

Scale and footprint

A national presence and large land holdings can provide resilience and flexibility, though regional downturns and inventory risks remain.

Cost and rate pressures

Construction costs and interest‑rate moves directly affect margins and buyer affordability, so monitor these factors alongside sales trends.

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