TMHC: Recent Fed Rate Cut Will Support Near-Term Housing Demand

Narrative Update on Taylor Morrison Home Analysts have slightly lowered their fair value estimate for Taylor Morrison Home from $74.63 to $73.63. This change reflects updated views on market growth and profit expectations following recent industry assessments.

Shared on 23 Oct 25

Fair value Decreased 1.81%

Analysts have modestly lowered their fair value estimate for Taylor Morrison Home to $74.63 from $76. This change is based on updated price targets and expectations that recent interest rate changes will have limited impact on the housing market's trajectory.

Shared on 27 Aug 25

Fair value Increased 4.80%

Order Declines And Discounting Will Erode Future Performance

Despite a significantly lower consensus revenue growth forecast and a notable rise in future P/E, the consensus analyst price target for Taylor Morrison Home has increased from $72.52 to $76.00. What's in the News Repurchased 1,729,436 shares (1.72%) for $110.07 million from April 1 to June 30, 2025.

Shared on 07 May 25

Fair value Decreased 0.62%

Order Declines And Discounting Will Erode Future Performance

Shared on 30 Apr 25

Fair value Decreased 8.11%

Focusing On Larger Communities And Efficient Inventory Will Drive Strength

AnalystConsensusTarget has decreased revenue growth from 4.6% to 0.0% and increased future PE multiple from 8.2x to 9.1x.

Shared on 23 Apr 25

Fair value Increased 3.79%

Focusing On Larger Communities And Efficient Inventory Will Drive Strength

AnalystConsensusTarget has increased revenue growth from 3.3% to 4.6%.

Shared on 17 Apr 25

Fair value Decreased 1.19%