TMHC Taylor Morrison Home Corp

BULLISH Impact: 8/10 DEFA14A
Horizon weeks Filed Jun 5, 2026 Processed 9d 22h ago SEC 0001193125-26-258105

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Executive Summary

Taylor Morrison has entered into a definitive agreement to be acquired by Berkshire Hathaway. These DEFA14A filings are management's soliciting materials sent to realtors and customers to communicate the acquisition announcement and reassure them of business continuity. The transaction requires shareholder and regulatory approval, with a proxy statement to be filed.

Actionable Insight

This is a transformative M&A event. The stock will trade at a premium to the unaffected price reflecting the expected deal consideration once terms are disclosed. Monitor the definitive merger agreement filing (likely an 8-K) for the per-share price, termination fees, and go-shop provisions. The deal spread will narrow as regulatory and shareholder approvals progress.

Key Facts

  • Taylor Morrison entered into a definitive agreement to be acquired by Berkshire Hathaway
  • Acquisition communicated via emails to realtors and customers on June 4, 2026
  • Taylor Morrison will continue to be operated independently post-acquisition
  • Transaction subject to shareholder and regulatory approvals
  • Berkshire Hathaway described as a Fortune 10 company with an existing homebuilding portfolio
  • Stockholders urged to read the forthcoming proxy statement for transaction details

Financial Impact

Acquisition of a $6.7B market cap homebuilder by Berkshire Hathaway. No deal price disclosed in these filings.

equity valueshare price

Risk Factors

  • Transaction may fail to obtain shareholder or regulatory approval
  • Possible competing bids could emerge during a go-shop period
  • Delays or litigation could push closing beyond expected timeline
  • Stock could decline if the deal is terminated or price renegotiated

Market Snapshot

Exchange
NYSE
Sector
Operative Builders
Analyst Consensus
81% bullish (16 analysts)

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (TMHC) — Batch item 10001193125-26-258105
Document: 0001193125-26-258105-index-headers.html0001193125-26-258103
Document: 0001193125-26-258105-index.html0001193125-26-258105
Document: 0001193125-26-258105.txt0001193125-26-258105
DEFA14A Filing (TMHC) — Batch item 50001193125-26-258103
Document: 0001193125-26-258103-index-headers.html0001193125-26-258105
Document: 0001193125-26-258103-index.html0001193125-26-258105
Document: 0001193125-26-258103.txt0001193125-26-258105
10 reports for TMHC
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+20▲ +15.11%Apr 22, 2026
Filters
Rows
Reports for TMHC — sortable, filterable
Type Now
Jun 12, 2026
2d ago
PREM14A
BULLISH ★ 7/10
$71.91 awaiting T+1awaiting T+1$71.90 (−0.01%)
Jun 12, 2026
2d ago
DEFA14A
BULLISH ★ 7/10
$71.91 awaiting T+1awaiting T+1$71.90 (−0.01%)
Jun 5, 2026
9d ago
DEFA14A
BULLISH ★ 7/10
$71.46 awaiting T+1awaiting T+1$71.90 (+0.62%)
Jun 5, 2026
9d ago
DEFA14A
BULLISH ★ 8/10
$71.46 awaiting T+1awaiting T+1$71.90 (+0.62%)
Jun 5, 2026
9d ago
DEFA14A
BULLISH ★ 7/10
$71.47 awaiting T+1awaiting T+1$71.90 (+0.60%)
Jun 5, 2026
10d ago
DEFA14A
BULLISH ★ 8/10
$71.55 awaiting T+1awaiting T+1$71.90 (+0.49%)
Jun 2, 2026
13d ago
DEFA14A
BULLISH ★ 8/10
$71.50 $71.54▲ +0.06%▲ +0.78%$71.90 (+0.56%)
Jun 1, 2026
13d 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

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