TPH

Tri Pointe Homes, Inc.

NYSE · Operative Builders · Inc. DE · CIK 0001561680
High Impact Filing (8/10)19 New Institutional Positions27 Institutional ExitsCongressional Activity (1)
Vol
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$2.4B
Inst. Activity19 buys / 27 sells
SEC Reports6
Press Releases1
Congressional1 trades
Exchange NYSE·Sector Operative Builders·Inc. DE·CIK 0001561680

Recent Activity

May 15, 2026 Congress
Josh Gottheimer sell
$1,001 - $15,000 — House
May 14, 2026 SEC
Tri Pointe Homes (TPH) was acquired by Sumitomo Forestry Co., Ltd. for $47.00 per share in an all-cash deal that closed
25-NSE — Impact 8/10
May 14, 2026 SEC
Tri Pointe Homes completed its all-cash acquisition by Sumitomo Forestry Co., Ltd. on May 14, 2026, for $47.00 per share
8-K — Impact 8/10
May 14, 2026 Press
Sumitomo Forestry completed its acquisition of Tri Pointe Homes for $47.00 per share, taking the company private. Tri Po
Impact 8/10
May 14, 2026 m_and_a
Sumitomo Forestry Completes Acquisition of Tri Pointe Homes, Creating a Leading U.S. Homebuilder
Supports expansion of U.S. housing supply while accelerating growth of Tri Pointe Homes’ high-qualit
May 14, 2026 Insider
Grahl Robert Kent disposed of 3,734 shares
Director
May 14, 2026 Insider
KEELER GLENN J. disposed of 135,521 shares
CFO and CAO @ $47.00 ($6.4M)
May 14, 2026 Insider
MITCHELL THOMAS J. disposed of 126,425 shares
President and COO

Price Targets

$47.00 +0.1% upside Hold
Current $46.95 Low $47.00 Median $47.00 High $47.00 2 analysts
$47.00 $47.00

Analyst Ratings

Strong Sell0% buy · 13 analysts
0Strong Buy
0Buy
8Hold
4Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 13, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Feb 17, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
Feb 13, 2026 Seaport Global DOWNGRADE Buy → Neutral
Jan 7, 2026 Citizens INITIATE Market Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.43 ▼ -5.1% $0.42 — $0.45 -44% YoY 3
Next Q $0.53 ▼ -11.2% $0.47 — $0.62 -17% YoY 3
Current FY $1.51 ▼ -26.5% $1.51 — $1.51 -49% YoY 1
Next FY $2.33 ▼ -10.5% $1.79 — $3.07 54% YoY 4

Top Institutional Holders

FundValueMove
BlackRock, Inc.$639.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$218.6M
STATE STREET CORP$186.9M
VANGUARD CAPITAL MANAGEMENT LLC$169.0M
FIL Ltd$159.1MNEW

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Grahl RobertD$0.00
May 14, 2026KEELER GLENND$6.4M
May 14, 2026MITCHELL THOMASD$0.00
May 14, 2026MOORE CONSTANCED$0.00
May 14, 2026BAUER DOUGLASD$26.1M

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Josh GottheimerDSELL$1,001 - $15,000
50 institutional holders with $2.4B total value (52,021,585 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 27 institutions trimmed/exited vs 19 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.13,680,620$639.3M26.3%
2VANGUARD PORTFOLIO MANAGEMENT LLC4,678,528$218.6M9.0%
3STATE STREET CORP3,998,656$186.9M7.7%
4VANGUARD CAPITAL MANAGEMENT LLC3,616,082$169.0M7.0%
5FIL Ltd3,405,422$159.1M6.6%NEW
6DIMENSIONAL FUND ADVISORS LP3,246,376$151.7M6.2%TRIM -46.8%
7GOLDMAN SACHS GROUP INC2,028,751$94.8M3.9%
8Magnetar Financial LLC1,188,448$55.5M2.3%DOUBLED +1684.1%
9BALYASNY ASSET MANAGEMENT L.P.1,123,680$52.5M2.2%NEW
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,061,700$49.6M2.0%
11SOROS FUND MANAGEMENT LLC1,041,426$48.7M2.0%NEW
12MORGAN STANLEY948,783$44.3M1.8%TRIM -33.9%
13BANK OF AMERICA CORP /DE/946,703$44.2M1.8%
14FRANKLIN RESOURCES INC939,550$43.9M1.8%
15FULLER & THALER ASSET MANAGEMENT, INC.784,702$36.7M1.5%
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC574,030$26.8M1.1%TRIM -33.0%
17VANGUARD FIDUCIARY TRUST CO543,291$25.4M1.0%
18Woodline Partners LP516,000$24.1M1.0%NEW
19Allianz Asset Management GmbH514,205$24.0M1.0%TRIM -26.8%
20Grantham, Mayo, Van Otterloo & Co. LLC499,509$23.3M1.0%DOUBLED +524.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIL LtdNEW3,405,422$159.1M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM6,104,4293,246,376-46.8%$151.7M2026-Q1
Magnetar Financial LLCDOUBLED66,6151,188,448+1684.1%$55.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW1,123,680$52.5M2026-Q1
SOROS FUND MANAGEMENT LLCNEW1,041,426$48.7M2026-Q1
MORGAN STANLEYTRIM1,435,945948,783-33.9%$44.3M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM857,226574,030-33.0%$26.8M2026-Q1
Woodline Partners LPNEW516,000$24.1M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCDOUBLED80,012499,509+524.3%$23.3M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD297,504496,275+66.8%$23.2M2026-Q1
FMR LLCNEAR_EXIT7,129,773407,397-94.3%$19.0M2026-Q1
MARSHALL WACE, LLPNEW343,484$16.1M2026-Q1
Capula Management LtdNEW294,100$13.7M2026-Q1
Nuveen, LLCTRIM984,112270,450-72.5%$12.6M2026-Q1
GABELLI FUNDS LLCDOUBLED10,144226,098+2128.9%$10.6M2026-Q1
AMERIPRISE FINANCIAL INCTRIM438,982223,345-49.1%$10.4M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM284,436200,236-29.6%$9.4M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM288,405143,899-50.1%$6.7M2026-Q1
DEUTSCHE BANK AG\TRIM260,694128,280-50.8%$6.0M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTDOUBLED26125,026+480769.2%$5.8M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHTRIM174,998114,903-34.3%$5.4M2026-Q1
SEI INVESTMENTS COADD59,42895,904+61.4%$4.5M2026-Q1
VICTORY CAPITAL MANAGEMENT INCNEAR_EXIT850,46960,243-92.9%$2.8M2026-Q1
Russell Investments Group, Ltd.NEAR_EXIT215,14553,442-75.2%$2.5M2026-Q1
GAMCO INVESTORS, INC. ET ALDOUBLED6,72649,369+634.0%$2.3M2026-Q1
9 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Grahl Robert KentDirectorD3,734
May 14, 2026KEELER GLENN J.CFO and CAOD135,521$47.00$6.4M
May 14, 2026MITCHELL THOMAS J.President and COOD126,425
May 14, 2026MOORE CONSTANCE BDirectorD3,734
May 14, 2026BAUER DOUGLAS F.Chief Executive OfficerD556,021$47.00$26.1M
May 14, 2026MOORE CONSTANCE BDirectorD76,374$47.00$3.6M
May 14, 2026BAUER DOUGLAS F.Chief Executive OfficerD126,426
May 14, 2026McWilliams Vicki D.DirectorD3,734
May 14, 2026MITCHELL THOMAS J.President and COOD683,877$47.00$32.1M
May 14, 2026Grahl Robert KentDirectorD27,367$47.00$1.3M
May 14, 2026LEE DAVID CHGeneral Counsel & SecretaryD96,864$47.00$4.6M
May 14, 2026LEE DAVID CHGeneral Counsel & SecretaryD15,023
May 14, 2026BURROWS LAWRENCE B.DirectorD3,734
May 14, 2026McWilliams Vicki D.DirectorD56,371$47.00$2.6M
May 14, 2026BURROWS LAWRENCE B.DirectorD87,836$47.00$4.1M
May 14, 2026KEELER GLENN J.CFO and CAOD38,728
May 14, 2026GILBERT STEVEN JDirectorD30,330$47.00$1.4M
May 14, 2026GILBERT STEVEN JDirectorD3,734
Apr 17, 2026Grahl Robert KentDirectorAWARD3,734$46.86$175.0K
Apr 17, 2026MOORE CONSTANCE BDirectorAWARD3,734$46.86$175.0K
Apr 17, 2026McWilliams Vicki D.DirectorAWARD3,734$46.86$175.0K
Apr 17, 2026GILBERT STEVEN JDirectorAWARD3,734$46.86$175.0K
Apr 17, 2026BURROWS LAWRENCE B.DirectorAWARD3,734$46.86$175.0K
Apr 15, 2026LEE DAVID CHGeneral Counsel & SecretaryGIFT3,400
Apr 14, 2026BURROWS LAWRENCE B.DirectorGIFT325
Apr 13, 2026KEELER GLENN J.CFO and CAOGIFT11,898
Apr 8, 2026MITCHELL THOMAS J.President and COOGIFT298,000
Mar 13, 2026BURROWS LAWRENCE B.DirectorGIFT5,461
Feb 22, 2026KEELER GLENN J.CFO and CAOTAX W/H4,272$46.31$197.8K
Feb 22, 2026MITCHELL THOMAS J.President and COOTAX W/H9,968$46.31$461.6K
Feb 22, 2026LEE DAVID CHGeneral Counsel & SecretaryTAX W/H2,670$46.31$123.6K
Feb 22, 2026BAUER DOUGLAS F.Chief Executive OfficerTAX W/H8,940$46.31$414.0K
Feb 21, 2026KEELER GLENN J.CFO and CAOTAX W/H4,072$46.31$188.6K
Feb 21, 2026BAUER DOUGLAS F.Chief Executive OfficerTAX W/H10,017$46.31$463.9K
Feb 21, 2026MITCHELL THOMAS J.President and COOTAX W/H11,169$46.31$517.2K
Feb 21, 2026LEE DAVID CHGeneral Counsel & SecretaryTAX W/H1,977$46.31$91.6K
Feb 19, 2026MITCHELL THOMAS J.President and COOTAX W/H12,840$46.31$594.6K
Feb 19, 2026BAUER DOUGLAS F.Chief Executive OfficerTAX W/H11,515$46.31$533.3K
Feb 19, 2026LEE DAVID CHGeneral Counsel & SecretaryTAX W/H2,273$46.31$105.3K
Feb 19, 2026KEELER GLENN J.CFO and CAOTAX W/H4,681$46.31$216.8K
Feb 17, 2026MITCHELL THOMAS J.President and COOAWARD129,589$46.30$6.0M
Feb 17, 2026LEE DAVID CHGeneral Counsel & SecretaryAWARD18,358$46.30$850.0K
Feb 17, 2026KEELER GLENN J.CFO and CAOAWARD37,796$46.30$1.7M
Feb 17, 2026BAUER DOUGLAS F.Chief Executive OfficerAWARD129,589$46.30$6.0M
Feb 12, 2026MITCHELL THOMAS J.President and COOTAX W/H85,785$35.67$3.1M
Feb 12, 2026MITCHELL THOMAS J.President and COOAWARD180,956
Feb 12, 2026LEE DAVID CHGeneral Counsel & SecretaryAWARD32,312
Feb 12, 2026LEE DAVID CHGeneral Counsel & SecretaryTAX W/H12,176$36.57$445.3K
Feb 12, 2026KEELER GLENN J.CFO and CAOAWARD51,700
Feb 12, 2026KEELER GLENN J.CFO and CAOTAX W/H21,749$36.57$795.4K
Current analyst consensus: Strong Sell (0% buy). Based on 13 analysts: 0 strong buy, 0 buy, 8 hold, 4 sell, 1 strong sell.

Analyst Price Targets

$47.00 mean target +0.1% upside Hold (2.67)
$47.00 Low $47.00 High
MetricValue
Current Price$46.95
Target Low$47.00
Target Mean$47.00
Target Median$47.00
Target High$47.00
# Analysts2
RecommendationHold (2.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.43 $0.42 $0.45 -43.7% -5.1% 0↑ 2↓ $0.7B -18.2% 3
Next Q
2026-09-30
$0.53 $0.47 $0.62 -17.2% -11.2% 0↑ 1↓ $0.8B -3.5% 3
Current FY
2026-12-31
$1.51 $1.51 $1.51 -49.2% -26.5% $3.0B -12.0% 1
Next FY
2027-12-31
$2.33 $1.79 $3.07 54.0% -10.5% 0↑ 2↓ $3.2B 7.4% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.433
7d ago$0.457-0.023
30d ago$0.457-0.023
60d ago$0.457-0.023
90d ago$0.512-0.079
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 13, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 17, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 13, 2026 Seaport Global DOWNGRADE Buy Neutral
Jan 7, 2026 Citizens INITIATE Market Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026008410%
May 1, 2026008410%
Apr 1, 2026008410%
Mar 1, 2026008410%
Feb 1, 20262450055%
Jan 1, 20263350055%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
May 15, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000Tri Pointe Homes IncJun 4, 2026 (21d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 14, 2026
m_and_a
Sumitomo Forestry Completes Acquisition of Tri Pointe Homes, Creating a Leading U.S. Homebuilder
Supports expansion of U.S. housing supply while accelerating growth of Tri Pointe Homes’ high-quality operations <pre>Supports expansion of U.S. housi
May 13, 2026
short_interest
FTD: TPH — 141,432 shares ($6.6M) failed to deliver
Settlement: 20260513, Price: $46.97, FTD Value: $6,643,061.04, TRI POINTE HOMES INC (DE)
Apr 29, 2026
earnings
Tri Pointe Homes, Inc. Reports 2026 First Quarter Results
<p>INCLINE VILLAGE, Nev., April 29, 2026 (GLOBE NEWSWIRE) -- Tri Pointe Homes, Inc. (the “Company”) (NYSE:TPH) today announced results for the first
Apr 23, 2026
earnings_calendar
TPH Q1 2026 Earnings Scheduled — 2026-04-23
Apr 22, 2026
earnings_calendar
TPH Q1 2026 Earnings Scheduled — 2026-04-22
Apr 15, 2026
short_volume
Short Volume: TPH — 67.7% short (0.4M / 0.6M)
Short: 397,673 | Exempt: 0 | TRF Vol: 587,272 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
short_volume
Short Volume: TPH — 58.3% short (0.3M / 0.5M)
Short: 292,540 | Exempt: 284 | TRF Vol: 501,913 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
other
Tri Pointe Homes Introduces LivingWell™: A Next-Generation Whole-Home Wellness Concept Engineered from the Inside Out
Demonstrated by a design-forward model home under construction at The Pavilions at Holladay Hills, LivingWell reveals how architecture, design, and sy
Feb 27, 2026
short_interest
FTD: TPH — 273,488 shares ($12.7M) failed to deliver
Settlement: 20260227, Price: $46.30, FTD Value: $12,662,494.4, TRI POINTE HOMES INC (DE)
Feb 26, 2026
short_interest
FTD: TPH — 204,938 shares ($9.5M) failed to deliver
Settlement: 20260226, Price: $46.38, FTD Value: $9,505,024.44, TRI POINTE HOMES INC (DE)
Feb 25, 2026
short_interest
FTD: TPH — 199,218 shares ($9.2M) failed to deliver
Settlement: 20260225, Price: $46.37, FTD Value: $9,237,738.66, TRI POINTE HOMES INC (DE)
Feb 25, 2026
earnings_calendar
TPH Q4 2025 Earnings Before Market Open — 2026-02-25
Feb 24, 2026
short_interest
FTD: TPH — 212,009 shares ($9.8M) failed to deliver
Settlement: 20260224, Price: $46.33, FTD Value: $9,822,376.97, TRI POINTE HOMES INC (DE)
Feb 23, 2026
short_interest
FTD: TPH — 159,578 shares ($7.4M) failed to deliver
Settlement: 20260223, Price: $46.31, FTD Value: $7,390,057.18, TRI POINTE HOMES INC (DE)
Feb 20, 2026
short_interest
FTD: TPH — 16,473 shares ($0.8M) failed to deliver
Settlement: 20260220, Price: $46.31, FTD Value: $762,864.63, TRI POINTE HOMES INC (DE)