TMHC
Taylor Morrison Home Corp
$71.53
+0.04%
$6.7B
No data for this timeframe.
Vol
Market Cap$6.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders10 funds
Inst. Value$1.1B
Inst. Activity4 buys / 0 sells
Reddit Sentiment50° Neutral
SEC Reports8
Recent Activity
Jun 5, 2026
SEC
Taylor Morrison Home Corp (TMHC) has entered into a definitive agreement to be acquired by Berkshire Hathaway (BRK), as
DEFA14A — Impact 7/10
Jun 5, 2026
SEC
Taylor Morrison disclosed via a customer email that it has entered into a definitive agreement to be acquired by Berkshi
DEFA14A — Impact 8/10
Jun 5, 2026
SEC
Taylor Morrison Home Corp filed DEFA14A additional soliciting materials confirming it has entered into a definitive agre
DEFA14A — Impact 7/10
May 21, 2026
Insider
Lane Peter R. sold 3,287 shares
Director @ $0.00 ($0.00)
May 21, 2026
Insider
Ostis Heather C sold 3,096 shares
Director @ $0.00 ($0.00)
May 21, 2026
Insider
Ostis Heather C sold 3,287 shares
Director @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
1,443,755 shares ($85.0M)
Inst.
WELLS FARGO & COMPANY/MN — DOUBLED
320,007 shares ($18.8M)
Price Targets
$66.43
-7.1% upside
Sell
Current $71.53
Low $49.00
Median $70.00
High $76.00
7 analysts
$49.00
$76.00
Analyst Ratings
3Strong Buy
10Buy
1Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | Truist Securities | DOWNGRADE | Buy → Hold |
| Jun 2, 2026 | RBC Capital | DOWNGRADE | Outperform → Sector Perform |
| Jun 1, 2026 | Citizens | DOWNGRADE | Market Outperform → Market Perform |
| Jun 1, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Jun 1, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.14 | $1.08 — $1.21 | -41% YoY | 6 |
| Next Q | $1.45 | $1.30 — $1.61 | -31% YoY | 6 |
| Current FY | $5.29 | $5.14 — $5.66 | -36% YoY | 5 |
| Next FY | $6.42 | $4.86 — $7.01 | 21% YoY | 7 |
Latest Reports
BULLISH
DEFA14A
7/10
Taylor Morrison Home Corp (TMHC) has entered into a definitive agreement to be acquired by Berkshire Hathaway (BRK), as
Jun 5, 2026
BULLISH
DEFA14A
8/10
Taylor Morrison disclosed via a customer email that it has entered into a definitive agreement to be acquired by Berkshi
Jun 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $553.2M | — |
| FMR LLC | $128.6M | DOUBLED |
| MORGAN STANLEY | $116.2M | ADD |
| NORGES BANK | $85.0M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $81.2M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Lane Peter | A | $0.00 |
| May 21, 2026 | Ostis Heather | M | $0.00 |
| May 21, 2026 | Ostis Heather | A | $0.00 |
| May 21, 2026 | Ostis Heather | M | $0.00 |
| May 21, 2026 | Warren Denise | M | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
10 institutional holders with $1.1B total value (18,156,173 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 9,396,572 | $553.2M | 51.8% | — |
| 2 | FMR LLC | 2,183,825 | $128.6M | 12.0% | DOUBLED +113.0% |
| 3 | MORGAN STANLEY | 1,973,433 | $116.2M | 10.9% | ADD +42.4% |
| 4 | NORGES BANK | 1,443,755 | $85.0M | 8.0% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,379,232 | $81.2M | 7.6% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 988,510 | $58.2M | 5.4% | — |
| 7 | WELLS FARGO & COMPANY/MN | 320,007 | $18.8M | 1.8% | DOUBLED +220.1% |
| 8 | TWO SIGMA INVESTMENTS, LP | 278,938 | $16.4M | 1.5% | DOUBLED +378.3% |
| 9 | MUHLENKAMP & CO INC | 158,548 | $9.3M | 0.9% | — |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 33,353 | $2.0M | 0.2% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,443,755 | — | $85.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 99,983 | 320,007 | +220.1% | $18.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 58,324 | 278,938 | +378.3% | $16.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 33,353 | — | $2.0M | 2025-Q4 |
| FMR LLC | DOUBLED | 899,521 | 1,916,399 | +113.0% | $126.5M | 2025-Q3 |
| UBS Group AG | ADD | 657,718 | 873,152 | +32.8% | $57.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 196,357 | 99,983 | -49.1% | $6.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 197,223 | 58,324 | -70.4% | $3.8M | 2025-Q3 |
| NORGES BANK | EXIT | 1,524,366 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 4,053 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 1,322,230 | 1,882,971 | +42.4% | $115.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,524,366 | — | $93.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 100,781 | 197,223 | +95.7% | $12.1M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 63,203 | 196,357 | +210.7% | $12.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 117,353 | 4,053 | -96.5% | $248.9K | 2025-Q2 |
| FMR LLC | TRIM | 1,216,961 | 823,426 | -32.3% | $49.4M | 2025-Q1 |
| UBS Group AG | ADD | 500,186 | 701,042 | +40.2% | $42.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 38,098 | 547,416 | +1336.9% | $32.9M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 117,353 | — | $7.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 40,292 | 100,781 | +150.1% | $6.1M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 114,045 | 63,203 | -44.6% | $3.8M | 2025-Q1 |
| NORGES BANK | EXIT | 1,532,593 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 307,019 | 500,186 | +62.9% | $30.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 380,568 | 38,098 | -90.0% | $2.3M | 2024-Q4 |
| MORGAN STANLEY | ADD | 1,010,426 | 1,406,548 | +39.2% | $98.8M | 2024-Q3 |
11 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Lane Peter R. | Director | A | 3,287 | $0.00 | $0.00 |
| May 21, 2026 | Ostis Heather C | Director | M | 3,096 | $0.00 | $0.00 |
| May 21, 2026 | Ostis Heather C | Director | A | 3,287 | $0.00 | $0.00 |
| May 21, 2026 | Ostis Heather C | Director | M | 3,096 | $0.00 | $0.00 |
| May 21, 2026 | Warren Denise | Director | M | 3,096 | $0.00 | $0.00 |
| May 21, 2026 | Warren Denise | Director | M | 3,096 | $0.00 | $0.00 |
| May 21, 2026 | Whalen Amanda | Director | A | 3,287 | $0.00 | $0.00 |
| May 21, 2026 | Warren Denise | Director | A | 3,287 | $0.00 | $0.00 |
| May 21, 2026 | Owen Andrea | Director | A | 3,287 | $0.00 | $0.00 |
| May 21, 2026 | Yip Christopher J. | Director | A | 3,287 | $0.00 | $0.00 |
| May 21, 2026 | MARIUCCI ANNE L | Director | M | 3,096 | $0.00 | $0.00 |
| May 21, 2026 | MARIUCCI ANNE L | Director | M | 3,096 | $0.00 | $0.00 |
| May 21, 2026 | MARIUCCI ANNE L | Director | A | 3,287 | $0.00 | $0.00 |
| Mar 31, 2026 | Yip Christopher J. | Director | A | 408 | $0.00 | $0.00 |
| Mar 12, 2026 | VANHYFTE CURTIS | CFO | M | 4,115 | $0.00 | $0.00 |
| Mar 12, 2026 | VANHYFTE CURTIS | CFO | M | 4,115 | $0.00 | $0.00 |
| Mar 12, 2026 | Palmer Sheryl | Chairman, President and CEO | M | 7,518 | $0.00 | $0.00 |
| Mar 12, 2026 | Palmer Sheryl | Chairman, President and CEO | F | 3,147 | $58.86 | $185.2K |
| Mar 12, 2026 | Palmer Sheryl | Chairman, President and CEO | M | 7,518 | $0.00 | $0.00 |
| Mar 12, 2026 | VANHYFTE CURTIS | CFO | F | 1,723 | $58.86 | $101.4K |
| Feb 23, 2026 | Terracciano Joseph | Chief Accounting Officer | M | 206 | $0.00 | $0.00 |
| Feb 23, 2026 | Terracciano Joseph | Chief Accounting Officer | M | 206 | $0.00 | $0.00 |
| Feb 23, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | M | 573 | $0.00 | $0.00 |
| Feb 23, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | M | 573 | $0.00 | $0.00 |
| Feb 23, 2026 | VANHYFTE CURTIS | CFO | M | 2,921 | $0.00 | $0.00 |
| Feb 23, 2026 | VANHYFTE CURTIS | CFO | M | 2,921 | $0.00 | $0.00 |
| Feb 23, 2026 | Palmer Sheryl | Chairman, President and CEO | M | 15,227 | $0.00 | $0.00 |
| Feb 23, 2026 | Palmer Sheryl | Chairman, President and CEO | M | 15,227 | $0.00 | $0.00 |
| Feb 23, 2026 | Palmer Sheryl | Chairman, President and CEO | A | 70,102 | $0.00 | $0.00 |
| Feb 23, 2026 | Palmer Sheryl | Chairman, President and CEO | M | 70,102 | $0.00 | $0.00 |
| Feb 23, 2026 | Palmer Sheryl | Chairman, President and CEO | A | 56,239 | $0.00 | $0.00 |
| Feb 23, 2026 | Terracciano Joseph | Chief Accounting Officer | A | 982 | $0.00 | $0.00 |
| Feb 23, 2026 | Terracciano Joseph | Chief Accounting Officer | M | 982 | $0.00 | $0.00 |
| Feb 23, 2026 | Terracciano Joseph | Chief Accounting Officer | A | 942 | $0.00 | $0.00 |
| Feb 23, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | A | 2,700 | $0.00 | $0.00 |
| Feb 23, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | M | 2,700 | $0.00 | $0.00 |
| Feb 23, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | A | 5,061 | $0.00 | $0.00 |
| Feb 23, 2026 | VANHYFTE CURTIS | CFO | A | 10,048 | $0.00 | $0.00 |
| Feb 23, 2026 | VANHYFTE CURTIS | CFO | M | 10,048 | $0.00 | $0.00 |
| Feb 23, 2026 | VANHYFTE CURTIS | CFO | A | 13,404 | $0.00 | $0.00 |
| Feb 21, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | M | 887 | $0.00 | $0.00 |
| Feb 21, 2026 | Terracciano Joseph | Chief Accounting Officer | M | 323 | $0.00 | $0.00 |
| Feb 21, 2026 | VANHYFTE CURTIS | CFO | M | 3,300 | $0.00 | $0.00 |
| Feb 21, 2026 | Merrill Stevin Todd | EVP, CLO & Secretary | M | 887 | $0.00 | $0.00 |
| Feb 21, 2026 | Terracciano Joseph | Chief Accounting Officer | M | 323 | $0.00 | $0.00 |
| Feb 21, 2026 | Palmer Sheryl | Chairman, President and CEO | M | 23,022 | $0.00 | $0.00 |
| Feb 21, 2026 | Palmer Sheryl | Chairman, President and CEO | M | 23,022 | $0.00 | $0.00 |
| Feb 21, 2026 | VANHYFTE CURTIS | CFO | M | 3,300 | $0.00 | $0.00 |
| Feb 18, 2026 | Terracciano Joseph | Chief Accounting Officer | M | 191 | $0.00 | $0.00 |
| Feb 18, 2026 | Terracciano Joseph | Chief Accounting Officer | F | 62 | $67.43 | $4.2K |
8 SEC filing reports analyzed. Sentiment: 6 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 6.8/10.
BULLISH
DEFA14A
7/10
Taylor Morrison Home Corp (TMHC) has entered into a definitive agreement to be acquired by Berkshire
Jun 5, 2026
BULLISH
DEFA14A
8/10
Taylor Morrison disclosed via a customer email that it has entered into a definitive agreement to be
Jun 5, 2026
BULLISH
DEFA14A
7/10
Taylor Morrison Home Corp filed DEFA14A additional soliciting materials confirming it has entered in
Jun 5, 2026
BULLISH
DEFA14A
8/10
Taylor Morrison has entered into a definitive agreement to be acquired by Berkshire Hathaway. These
Jun 5, 2026
BULLISH
DEFA14A
8/10
Taylor Morrison has entered into a definitive agreement to be acquired by Berkshire Hathaway at $72.
Jun 2, 2026
BULLISH
8-K
8/10
Berkshire Hathaway will acquire Taylor Morrison for $72.50 per share in an all-cash deal valued at a
Jun 1, 2026
BEARISH
8-K
6/10
Taylor Morrison reported Q1 2026 earnings with $1.31 billion in home closings revenue and $1.01 dilu
Apr 22, 2026
NEUTRAL
DEFA14A
2/10
Taylor Morrison Home Corporation filed a DEFA14A proxy statement for its 2026 Annual Meeting, follow
Apr 10, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 3 strong buy, 10 buy, 1 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$66.43 mean target
-7.1% upside
Sell (2.63)
$49.00 Low
$76.00 High
| Metric | Value |
|---|---|
| Current Price | $71.53 |
| Target Low | $49.00 |
| Target Mean | $66.43 |
| Target Median | $70.00 |
| Target High | $76.00 |
| # Analysts | 7 |
| Recommendation | Sell (2.63) |
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 |
$1.14 | $1.08 | $1.21 | -40.9% | +0.0% | 0↑ 5↓ | $1.6B | -23.5% | 6 |
| Next Q 2026-09-30 |
$1.45 | $1.30 | $1.61 | -31.1% | +0.0% | 2↑ 3↓ | $1.8B | -16.0% | 6 |
| Current FY 2026-12-31 |
$5.29 | $5.14 | $5.66 | -35.8% | +0.0% | 2↑ 2↓ | $6.6B | -18.6% | 5 |
| Next FY 2027-12-31 |
$6.42 | $4.86 | $7.01 | 21.3% | +0.0% | 1↑ 4↓ | $7.1B | 7.8% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.135 | |
| 7d ago | $1.135 | |
| 30d ago | $1.135 | |
| 60d ago | $1.304 | -0.169 |
| 90d ago | $1.304 | -0.169 |
6 analyst firms have rated this stock: 0 upgrades, 5 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | Truist Securities | DOWNGRADE | Buy | Hold |
| Jun 2, 2026 | RBC Capital | DOWNGRADE | Outperform | Sector Perform |
| Jun 1, 2026 | Citizens | DOWNGRADE | Market Outperform | Market Perform |
| Jun 1, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jun 1, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 23, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 23, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 20, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Apr 16, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 7, 2026 | Seaport Global | DOWNGRADE | Buy | Sell |
| Mar 4, 2026 | Truist Securities | INITIATE | — | Buy |
| Feb 12, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 12, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 16, 2026 | B of A Securities | DOWNGRADE | Buy | Neutral |
| Jan 7, 2026 | Citizens | INITIATE | — | Market Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 10 | 1 | 2 | 0 | 81% | |
| May 1, 2026 | 3 | 10 | 2 | 2 | 0 | 76% | |
| Apr 1, 2026 | 3 | 11 | 2 | 1 | 0 | 82% | |
| Mar 1, 2026 | 3 | 10 | 2 | 1 | 0 | 81% | |
| Feb 1, 2026 | 3 | 10 | 2 | 1 | 0 | 81% | |
| Jan 1, 2026 | 5 | 9 | 1 | 1 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
berkshire buying thmc points at the plumbing??
▲ 1
💬 0
⚡ 0.5
Apr 23, 2026
short_volume
Short Volume: TMHC — 62.1% short (0.4M / 0.6M)
Short: 371,862 | Exempt: 0 | TRF Vol: 598,842 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
earnings_calendar
TMHC Q1 2026 Earnings Scheduled — 2026-04-22
Apr 22, 2026
short_volume
Short Volume: TMHC — 72.3% short (0.5M / 0.8M)
Short: 546,345 | Exempt: 0 | TRF Vol: 755,921 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: TMHC — 71.3% short (0.4M / 0.5M)
Short: 365,385 | Exempt: 0 | TRF Vol: 512,533 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: TMHC — 62.8% short (0.4M / 0.6M)
Short: 356,921 | Exempt: 0 | TRF Vol: 568,176 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: TMHC — 61.5% short (0.4M / 0.6M)
Short: 365,932 | Exempt: 0 | TRF Vol: 595,077 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)