SDHC
Smith Douglas Homes Corp.
$13.52
-1.53%
$686.6M
No data for this timeframe.
Vol
Market Cap$686.6M
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders33 funds
Inst. Value$62.9M
Inst. Activity0 buys / 6 sells
Insider Activity5B / 0S
Insider Net $$547.2K
SEC Reports2
Recent Activity
Jun 4, 2026
Insider
Jackson Jeffrey T was granted 10,008 shares
Director
Jun 4, 2026
Insider
Perdue George Ervin III was granted 10,008 shares
Director
Jun 4, 2026
Insider
Wedewer Neil B was granted 10,008 shares
Director
May 8, 2026
short_interest
FTD: SDHC — 42,766 shares ($0.6M) failed to deliver
Settlement: 20260508, Price: $12.89, FTD Value: $551,253.74, SMITH DOUGLAS HOMES CORP CL A(
Mar 31, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
CLUSTER — Impact 3/10
Mar 17, 2026
SEC
Multiple insiders at Smith Douglas Homes Corp. (SDHC) executed open-market purchases totaling approximately $525,000 in
CLUSTER — Impact 7/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
758,796 shares ($9.7M)
Inst.
WASATCH ADVISORS LP — TRIM
586,755 shares ($7.5M)
Price Targets
$13.13
-2.9% upside
Hold
Current $13.52
Low $11.50
Median $13.00
High $15.00
4 analysts
$11.50
$15.00
Analyst Ratings
0Strong Buy
0Buy
8Hold
2Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 6, 2026 | Zelman & Assoc | INITIATE | Neutral |
| Mar 24, 2026 | Citizens | INITIATE | Market Perform |
| Mar 16, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Mar 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.10 ▲ +9.5% | $0.07 — $0.13 | -93% YoY | 3 |
| Next Q | $0.18 ▲ +7.3% | $0.16 — $0.19 | -87% YoY | 3 |
| Current FY | $0.51 ▲ +11.2% | $0.45 — $0.54 | -91% YoY | 3 |
| Next FY | $0.62 ▼ -1.7% | $0.45 — $0.71 | 22% YoY | 3 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
Mar 31, 2026
BULLISH
CLUSTER
7/10
Multiple insiders at Smith Douglas Homes Corp. (SDHC) executed open-market purchases totaling approximately $525,000 in
Mar 17, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT | $17.2M | ADD |
| WELLINGTON MANAGEMENT GROUP LLP | $9.7M | TRIM |
| WASATCH ADVISORS LP | $7.5M | TRIM |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.1M | — |
| First Eagle Investment Management, | $4.9M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Jackson Jeffrey | A | $0.00 |
| Jun 4, 2026 | Perdue George | A | $0.00 |
| Jun 4, 2026 | Wedewer Neil | A | $0.00 |
| Jun 4, 2026 | WALKER JANICE | A | $0.00 |
| Jun 4, 2026 | Faucett Neill | A | $0.00 |
33 institutional holders with $62.9M total value (4,946,698 shares) as of 2026-Q1. Top holders: KAYNE, WELLINGTON, WASATCH. Net selling activity: 6 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,341,221 | $17.2M | 27.3% | ADD +35.0% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 758,796 | $9.7M | 15.4% | TRIM -35.5% |
| 3 | WASATCH ADVISORS LP | 586,755 | $7.5M | 11.9% | TRIM -53.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 396,765 | $5.1M | 8.1% | — |
| 5 | First Eagle Investment Management, LLC | 384,774 | $4.9M | 7.8% | ADD +38.0% |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 322,166 | $4.1M | 6.6% | TRIM -36.4% |
| 7 | FEDERATED HERMES, INC. | 258,900 | $3.3M | 5.3% | TRIM -50.9% |
| 8 | BlackRock, Inc. | 159,632 | $2.0M | 3.2% | — |
| 9 | WELLS FARGO & COMPANY/MN | 125,384 | $1.6M | 2.6% | — |
| 10 | MARSHALL WACE, LLP | 101,875 | $1.3M | 2.1% | NEAR_EXIT -91.9% |
| 11 | D. E. Shaw & Co., Inc. | 78,426 | $1.0M | 1.6% | TRIM -34.9% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 53,680 | $687.1K | 1.1% | — |
| 13 | SEI INVESTMENTS CO | 53,068 | $679.3K | 1.1% | ADD +39.3% |
| 14 | CITADEL ADVISORS LLC | 52,799 | $675.8K | 1.1% | ADD +44.5% |
| 15 | STATE STREET CORP | 43,112 | $551.8K | 0.9% | — |
| 16 | GOLDMAN SACHS GROUP INC | 30,684 | $392.8K | 0.6% | — |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 29,053 | $371.9K | 0.6% | TRIM -28.7% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 25,299 | $323.8K | 0.5% | — |
| 19 | Daiwa Securities Group Inc. | 24,264 | $310.6K | 0.5% | ADD +31.2% |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | 22,295 | $285.4K | 0.5% | ADD +56.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,176,973 | 758,796 | -35.5% | $9.7M | 2026-Q1 |
| WASATCH ADVISORS LP | TRIM | 1,249,857 | 586,755 | -53.1% | $7.5M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 506,688 | 322,166 | -36.4% | $4.1M | 2026-Q1 |
| FEDERATED HERMES, INC. | TRIM | 527,300 | 258,900 | -50.9% | $3.3M | 2026-Q1 |
| FMR LLC | TRIM | 708 | 301 | -57.5% | $3.9K | 2026-Q1 |
| CWM, LLC | TRIM | 33 | 11 | -66.7% | $141.00 | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 40,363 | 28,799 | -28.7% | $483.0K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,615 | 2,809 | +73.9% | $47.1K | 2025-Q4 |
| FMR LLC | ADD | 483 | 708 | +46.6% | $11.9K | 2025-Q4 |
| First Eagle Investment Management, LLC | ADD | 240,382 | 331,674 | +38.0% | $5.9M | 2025-Q3 |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 14,030 | 21,995 | +56.8% | $388.4K | 2025-Q3 |
| Neuberger Berman Group LLC | TRIM | 21,925 | 13,110 | -40.2% | $231.5K | 2025-Q3 |
| FMR LLC | DOUBLED | 216 | 483 | +123.6% | $8.5K | 2025-Q3 |
| UBS Group AG | ADD | 23,028 | 31,627 | +37.3% | $614.2K | 2025-Q2 |
| ROYAL BANK OF CANADA | DOUBLED | 593 | 2,200 | +271.0% | $43.0K | 2025-Q2 |
| CWM, LLC | TRIM | 53 | 33 | -37.7% | $1.00 | 2025-Q2 |
| Artisan Partners Limited Partnership | EXIT | 798,263 | 0 | -100.0% | $0.00 | 2025-Q2 |
| First Eagle Investment Management, LLC | ADD | 148,882 | 236,382 | +58.8% | $4.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 99,200 | 35,300 | -64.4% | $689.1K | 2025-Q1 |
| D. E. Shaw & Co., Inc. | TRIM | 45,724 | 29,768 | -34.9% | $581.1K | 2025-Q1 |
| UBS Group AG | ADD | 12,545 | 23,028 | +83.6% | $449.5K | 2025-Q1 |
| MORGAN STANLEY | ADD | 12,332 | 21,539 | +74.7% | $420.4K | 2025-Q1 |
| Trexquant Investment LP | ADD | 8,504 | 16,420 | +93.1% | $320.5K | 2025-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 7,989 | 14,395 | +80.2% | $281.0K | 2025-Q1 |
| ROYAL BANK OF CANADA | NEAR_EXIT | 7,354 | 593 | -91.9% | $12.0K | 2025-Q1 |
10 unique insiders with 19 transactions. Net insider value: $547.2K ($547.2K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Jackson Jeffrey T | Director | AWARD | 10,008 | — | — |
| Jun 4, 2026 | Perdue George Ervin III | Director | AWARD | 10,008 | — | — |
| Jun 4, 2026 | Wedewer Neil B | Director | AWARD | 10,008 | — | — |
| Jun 4, 2026 | WALKER JANICE E. | Director | AWARD | 10,008 | — | — |
| Jun 4, 2026 | Faucett Neill B | Director | AWARD | 10,008 | — | — |
| Jun 4, 2026 | Bradbury Julie | Director | AWARD | 10,008 | — | — |
| May 20, 2026 | Devendorf Russell | See Remarks | BUY | 2,000 | $10.88 | $21.8K |
| Apr 8, 2026 | Faucett Neill B | Director | AWARD | 1,745 | $14.33 | $25.0K |
| Apr 8, 2026 | Jackson Jeffrey T | Director | AWARD | 2,181 | $14.33 | $31.3K |
| Mar 20, 2026 | Devendorf Russell | See Remarks | TAX W/H | 3,182 | $11.34 | $36.1K |
| Mar 20, 2026 | Bennett Gregory S | See Remarks | TAX W/H | 13,231 | $11.34 | $150.0K |
| Mar 20, 2026 | Steele Brett Allen | See Remarks | TAX W/H | 1,430 | $11.34 | $16.2K |
| Mar 13, 2026 | Steele Brett Allen | See Remarks | AWARD | 10,817 | — | — |
| Mar 13, 2026 | Devendorf Russell | See Remarks | AWARD | 29,715 | — | — |
| Mar 13, 2026 | Devendorf Russell | See Remarks | BUY | 1,000 | $11.56 | $11.6K |
| Mar 13, 2026 | Bennett Gregory S | See Remarks | AWARD | 133,717 | — | — |
| Mar 13, 2026 | Perdue George Ervin III | Director | BUY | 20,300 | $12.27 | $249.0K |
| Mar 13, 2026 | Wedewer Neil B | Director | BUY | 700 | $11.38 | $8.0K |
| Mar 13, 2026 | Bradbury Thomas L | Director | BUY | 22,618 | $11.36 | $256.9K |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 12 analysts: 0 strong buy, 0 buy, 8 hold, 2 sell, 2 strong sell.
Analyst Price Targets
$13.13 mean target
-2.9% upside
Hold (3.00)
$11.50 Low
$15.00 High
| Metric | Value |
|---|---|
| Current Price | $13.52 |
| Target Low | $11.50 |
| Target Mean | $13.13 |
| Target Median | $13.00 |
| Target High | $15.00 |
| # Analysts | 4 |
| Recommendation | Hold (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.10 | $0.07 | $0.13 | -93.0% | +9.5% | 1↑ 1↓ | $0.3B | 14.7% | 3 |
| Next Q 2026-09-30 |
$0.18 | $0.16 | $0.19 | -87.5% | +7.3% | 1↑ 0↓ | $0.3B | 11.3% | 3 |
| Current FY 2026-12-31 |
$0.51 | $0.45 | $0.54 | -91.3% | +11.2% | 1↑ 1↓ | $1.0B | 7.5% | 3 |
| Next FY 2027-12-31 |
$0.62 | $0.45 | $0.71 | 22.4% | -1.7% | 0↑ 1↓ | $1.2B | 10.8% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.100 | |
| 7d ago | $0.081 | +0.019 |
| 30d ago | $0.091 | +0.009 |
| 60d ago | $0.140 | -0.040 |
| 90d ago | $0.140 | -0.040 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 6, 2026 | Zelman & Assoc | INITIATE | — | Neutral |
| Mar 24, 2026 | Citizens | INITIATE | — | Market Perform |
| Mar 16, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Mar 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 9 | 2 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 9 | 2 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% | |
| Jan 1, 2026 | 0 | 0 | 8 | 2 | 2 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 8, 2026
short_interest
FTD: SDHC — 42,766 shares ($0.6M) failed to deliver
Settlement: 20260508, Price: $12.89, FTD Value: $551,253.74, SMITH DOUGLAS HOMES CORP CL A(
Apr 29, 2026
earnings_calendar
SDHC Q1 2026 Earnings Scheduled — 2026-04-29
Mar 13, 2026
short_interest
FTD: SDHC — 88,180 shares ($1.0M) failed to deliver
Settlement: 20260313, Price: $11.39, FTD Value: $1,004,370.2, SMITH DOUGLAS HOMES CORP CL A(
Mar 11, 2026
earnings_calendar
SDHC Q4 2025 Earnings After Market Close — 2026-03-11