TMHC Taylor Morrison Home Corp

BULLISH Impact: 8/10 8-K
Horizon weeks Filed Jun 1, 2026 Processed 11d 21h ago SEC 0001193125-26-249694
8-K material event: Items 1.01
Latest settled — T+5d
TMHC ▼ -0.03% at T+5d
LONG call ✗ call lost -0.03% · α vs SPY +2.72% · entry $71.55 → $71.53
Next anchor: T+20d in 17d
Currently $71.90 · +0.49% from $71.55 entry
Entry anchored
May 29, 03:59 PM ET
via Databento tick
T+1d
-0.07%
call -0.07% · α -0.21%
$71.50
settled 11d ago
T+5d
-0.03%
call -0.03% · α +2.72%
$71.53
settled 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Berkshire Hathaway will acquire Taylor Morrison for $72.50 per share in an all-cash deal valued at approximately $8.5 billion enterprise value ($6.8 billion equity). The offer represents a 24% premium over the May 29 close of $58.50. The transaction has unanimous board approval and is expected to close in the second half of 2026, subject to stockholder approval and regulatory clearances.

Key Financial Metrics

Deal Value
$8.5B
Premium
24%

Actionable Insight

TMHC shares should trade toward the $72.50 deal price minus time value and deal risk. Monitor for stockholder vote, HSR clearance, and any competing bids. Expect the stock to converge to the offer price as closing conditions are met.

Key Facts

  • All-cash acquisition at $72.50 per share
  • Total enterprise value of $8.5 billion
  • 24% premium to TMHC's $58.50 closing price on May 29, 2026
  • Unanimous approval by Taylor Morrison board
  • Expected to close in second half of 2026
  • Termination fee of $221,622,677 payable by TMHC under certain conditions
  • Goldman Sachs and Moelis delivered fairness opinions
  • Taylor Morrison will become a private wholly owned subsidiary of Berkshire Hathaway
  • Shares to be delisted from NYSE upon closing

Financial Impact

TMHC shareholders receive $72.50 per share in cash, a 24% premium to the prior close. Total equity consideration approximately $6.8 billion.

stock priceenterprise valueshareholder value

Risk Factors

  • Regulatory antitrust review under HSR Act could delay or block the deal
  • Stockholder vote required; failure to obtain approval would terminate the deal
  • TMHC may pay $221.6M termination fee if a superior proposal emerges
  • General market conditions or financing issues could impact closing timeline

Market Snapshot

Exchange
NYSE
Sector
Operative Builders
Analyst Consensus
76% bullish (17 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-249694
Document: d111152d8k.htm0001193125-26-249694
Document: d111152dex991.htm0001193125-26-249694
Document: 0001193125-26-249694-index-headers.html0001193125-26-249694
Document: 0001193125-26-249694-index.html0001193125-26-249694
Document: 0001193125-26-249694.txt0001193125-26-249694
10 reports for TMHC
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for TMHC — sortable, filterable
Type Now
Jun 12, 2026
today
PREM14A
BULLISH ★ 7/10
$71.91 awaiting T+1awaiting T+1$71.90 (−0.01%)
Jun 12, 2026
today
DEFA14A
BULLISH ★ 7/10
$71.91 awaiting T+1awaiting T+1$71.90 (−0.01%)
Jun 5, 2026
7d ago
DEFA14A
BULLISH ★ 7/10
$71.46 awaiting T+1awaiting T+1$71.90 (+0.62%)
Jun 5, 2026
7d ago
DEFA14A
BULLISH ★ 8/10
$71.46 awaiting T+1awaiting T+1$71.90 (+0.62%)
Jun 5, 2026
7d ago
DEFA14A
BULLISH ★ 7/10
$71.47 awaiting T+1awaiting T+1$71.90 (+0.60%)
Jun 5, 2026
8d ago
DEFA14A
BULLISH ★ 8/10
$71.55 awaiting T+1awaiting T+1$71.90 (+0.49%)
Jun 2, 2026
11d ago
DEFA14A
BULLISH ★ 8/10
$71.50 $71.54▲ +0.06%▲ +0.78%$71.90 (+0.56%)
Jun 1, 2026
11d ago
8-K
BULLISH ★ 8/10
$71.55 $71.50▼ −0.07%▼ −0.21%$71.90 (+0.49%)
Apr 22, 2026
7w ago
8-K
BEARISH ★ 6/10
$65.00 $64.33▲ +1.03%▲ +0.64%$71.90 (−10.62%)
Apr 10, 2026
9w ago
DEFA14A
NEUTRAL ★ 2/10
$60.30 $59.50▼ −1.33%▼ −2.54%$71.90 (+19.24%)
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (53h 8m)

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