TPH

Tri Pointe Homes, Inc.

NYSE · Operative Builders · Inc. DE · CIK 0001561680
High Impact Filing (8/10)4 New Institutional Positions
Vol
Analyst ConsensusSell (0%)
Inst. Holders9 funds
Inst. Value$678.9M
Inst. Activity4 buys / 0 sells
SEC Reports6
Press Releases1
Exchange NYSE·Sector Operative Builders·Inc. DE·CIK 0001561680

Recent Activity

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 sold 3,734 shares
Director @ $0.00 ($0.00)
May 14, 2026 Insider
KEELER GLENN J. sold 135,521 shares
CFO and CAO @ $47.00 ($6.4M)
May 14, 2026 Insider
MITCHELL THOMAS J. sold 126,425 shares
President and COO @ $0.00 ($0.00)
Apr 29, 2026 SEC
Tri Pointe Homes reported Q1 2026 EPS of $0.08, a 73% miss vs consensus of $0.30, and home sales revenue fell 29.7% YoY
8-K — Impact 7/10

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
VANGUARD GROUP INC$292.1M
FMR LLC$224.4MDOUBLED
MORGAN STANLEY$45.2MTRIM
CHARLES SCHWAB INVESTMENT MANAGEMENT$33.8MNEW
BANK OF AMERICA CORP$29.8MADD

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
9 institutional holders with $678.9M total value (21,572,813 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

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC9,281,678$292.1M43.0%
2FMR LLC7,129,773$224.4M33.0%DOUBLED +260.7%
3MORGAN STANLEY1,435,945$45.2M6.7%TRIM -29.1%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,075,623$33.8M5.0%NEW
5BANK OF AMERICA CORP /DE/946,135$29.8M4.4%ADD +34.1%
6TWO SIGMA INVESTMENTS, LP815,137$25.7M3.8%DOUBLED +234.8%
7NORGES BANK321,254$10.1M1.5%NEW
8RENAISSANCE TECHNOLOGIES LLC284,436$9.0M1.3%NEW
9WELLS FARGO & COMPANY/MN282,832$8.9M1.3%DOUBLED +306.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPDOUBLED243,458815,137+234.8%$25.7M2025-Q4
NORGES BANKNEW321,254$10.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW284,436$9.0M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED69,576282,832+306.5%$8.9M2025-Q4
FMR LLCDOUBLED1,673,8116,037,623+260.7%$205.1M2025-Q3
BANK OF AMERICA CORP /DE/ADD819,9761,099,955+34.1%$37.4M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM581,087243,458-58.1%$8.3M2025-Q3
WELLS FARGO & COMPANY/MNTRIM94,65369,576-26.5%$2.4M2025-Q3
NORGES BANKEXIT27,7790-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT567,8360-100.0%$0.002025-Q3
FMR LLCADD905,0711,673,811+84.9%$53.5M2025-Q2
UBS Group AGADD468,215599,954+28.1%$19.2M2025-Q2
WELLS FARGO & COMPANY/MNADD54,31894,653+74.3%$3.0M2025-Q2
NORGES BANKNEW27,779$887.5K2025-Q2
FMR LLCADD676,511905,071+33.8%$28.9M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD362,236690,836+90.7%$22.1M2025-Q1
TWO SIGMA INVESTMENTS, LPADD365,771471,967+29.0%$15.1M2025-Q1
UBS Group AGADD319,482468,215+46.6%$14.9M2025-Q1
CITADEL ADVISORS LLCTRIM350,818120,100-65.8%$3.8M2025-Q1
NORGES BANKEXIT408,5680-100.0%$0.002025-Q1
MORGAN STANLEYTRIM2,630,6581,866,222-29.1%$67.7M2024-Q4
UBS Group AGDOUBLED122,937319,482+159.9%$11.6M2024-Q4
MORGAN STANLEYADD1,625,1032,630,658+61.9%$119.2M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,165,651$52.8M2024-Q3
9 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Grahl Robert KentDirectorD3,734$0.00$0.00
May 14, 2026KEELER GLENN J.CFO and CAOD135,521$47.00$6.4M
May 14, 2026MITCHELL THOMAS J.President and COOD126,425$0.00$0.00
May 14, 2026MOORE CONSTANCE BDirectorD3,734$0.00$0.00
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$0.00$0.00
May 14, 2026McWilliams Vicki D.DirectorD3,734$0.00$0.00
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$0.00$0.00
May 14, 2026BURROWS LAWRENCE B.DirectorD3,734$0.00$0.00
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$0.00$0.00
May 14, 2026GILBERT STEVEN JDirectorD30,330$47.00$1.4M
May 14, 2026GILBERT STEVEN JDirectorD3,734$0.00$0.00
Apr 17, 2026Grahl Robert KentDirectorA3,734$46.86$175.0K
Apr 17, 2026MOORE CONSTANCE BDirectorA3,734$46.86$175.0K
Apr 17, 2026McWilliams Vicki D.DirectorA3,734$46.86$175.0K
Apr 17, 2026GILBERT STEVEN JDirectorA3,734$46.86$175.0K
Apr 17, 2026BURROWS LAWRENCE B.DirectorA3,734$46.86$175.0K
Apr 15, 2026LEE DAVID CHGeneral Counsel & SecretaryG3,400$0.00$0.00
Apr 14, 2026BURROWS LAWRENCE B.DirectorG325$0.00$0.00
Apr 13, 2026KEELER GLENN J.CFO and CAOG11,898$0.00$0.00
Apr 8, 2026MITCHELL THOMAS J.President and COOG298,000$0.00$0.00
Mar 13, 2026BURROWS LAWRENCE B.DirectorG5,461$0.00$0.00
Feb 22, 2026KEELER GLENN J.CFO and CAOF4,272$46.31$197.8K
Feb 22, 2026MITCHELL THOMAS J.President and COOF9,968$46.31$461.6K
Feb 22, 2026LEE DAVID CHGeneral Counsel & SecretaryF2,670$46.31$123.6K
Feb 22, 2026BAUER DOUGLAS F.Chief Executive OfficerF8,940$46.31$414.0K
Feb 21, 2026KEELER GLENN J.CFO and CAOF4,072$46.31$188.6K
Feb 21, 2026BAUER DOUGLAS F.Chief Executive OfficerF10,017$46.31$463.9K
Feb 21, 2026MITCHELL THOMAS J.President and COOF11,169$46.31$517.2K
Feb 21, 2026LEE DAVID CHGeneral Counsel & SecretaryF1,977$46.31$91.6K
Feb 19, 2026MITCHELL THOMAS J.President and COOF12,840$46.31$594.6K
Feb 19, 2026BAUER DOUGLAS F.Chief Executive OfficerF11,515$46.31$533.3K
Feb 19, 2026LEE DAVID CHGeneral Counsel & SecretaryF2,273$46.31$105.3K
Feb 19, 2026KEELER GLENN J.CFO and CAOF4,681$46.31$216.8K
Feb 17, 2026MITCHELL THOMAS J.President and COOA129,589$46.30$6.0M
Feb 17, 2026LEE DAVID CHGeneral Counsel & SecretaryA18,358$46.30$850.0K
Feb 17, 2026KEELER GLENN J.CFO and CAOA37,796$46.30$1.7M
Feb 17, 2026BAUER DOUGLAS F.Chief Executive OfficerA129,589$46.30$6.0M
Feb 12, 2026MITCHELL THOMAS J.President and COOF85,785$35.67$3.1M
Feb 12, 2026MITCHELL THOMAS J.President and COOA180,956$0.00$0.00
Feb 12, 2026LEE DAVID CHGeneral Counsel & SecretaryA32,312$0.00$0.00
Feb 12, 2026LEE DAVID CHGeneral Counsel & SecretaryF12,176$36.57$445.3K
Feb 12, 2026KEELER GLENN J.CFO and CAOA51,700$0.00$0.00
Feb 12, 2026KEELER GLENN J.CFO and CAOF21,749$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
May 1, 2026008410%
Apr 1, 2026008410%
Mar 1, 2026008410%
Feb 1, 20262450055%
Jan 1, 20263350055%
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 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
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
earnings_calendar
TPH Q4 2025 Earnings Before Market Open — 2026-02-25
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 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)