D.R. Horton, Inc.

Informe acción NYSE:DHI

Capitalización de mercado: US$42.3b

D.R. Horton Crecimiento futuro

Future controles de criterios 1/6

Se prevé un crecimiento anual de los beneficios y los ingresos de D.R. Horton de 9.7% y 7% por año respectivamente. Se prevé que el BPA crezca en un 14.5% al año. Se espera que la rentabilidad financiera sea de 17.5% en 3 años.

Información clave

9.7%

Tasa de crecimiento de los beneficios

14.49%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Consumer Durables7.5%
Tasa de crecimiento de los ingresos7.0%
Rentabilidad financiera futura17.55%
Cobertura de analistas

Good

Última actualización05 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Jan 23

Results: D.R. Horton, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, D.R. Horton, Inc. ( NYSE:DHI ) just kicked off its latest first-quarter results with some very...
Artículo de análisis Jul 25

D.R. Horton, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

D.R. Horton, Inc. ( NYSE:DHI ) investors will be delighted, with the company turning in some strong numbers with its...

Recent updates

Actualización del análisis May 05

DHI: Margin Trough Risk And Antitrust Overhang Will Pressure Future Returns

Analyst price targets for D.R. Horton have been raised by $6 to $123, with the shift supported by updated assumptions for revenue growth, profit margins and a lower future P/E multiple, as reflected in the latest round of Street research. Analyst Commentary Recent research on D.R. Horton shows a mix of higher price targets and more cautious moves, with analysts weighing valuation, execution and growth risks against the stock's current setup.
Seeking Alpha Apr 22

D.R. Horton: A Quality Way To Play The Housing Market

Summary D.R. Horton demonstrates resilience with rising net new orders and backlog despite industry headwinds, justifying a continued soft 'buy' rating. While DHI's revenue and profitability declined year-over-year, the company outperformed analyst EPS expectations and maintained robust capital returns through buybacks and dividends. Management guides for slightly lower 2026 revenue and operating cash flow, yet DHI's stability and quality distinguish it from peers trading at lower valuations. Cancellation rates remain stable, and active selling communities are expanding, signaling DHI's strategic growth amid a challenging housing market. Read the full article on Seeking Alpha
Actualización del análisis Apr 21

DHI: Constrained Supply And Execution Will Support Margins Past Antitrust And 2026 Headwinds

Analysts have modestly reduced their consolidated price target for D.R. Horton by incorporating a series of recent target cuts across the Street, reflecting more cautious views on 2026 homebuilding demand and margins, while keeping the model’s fair value estimate stable at $193. Analyst Commentary Recent research has skewed more cautious on near term housing demand and margins, but there are still some clear pockets of optimism around D.R. Horton’s execution and valuation setup.
Actualización del análisis Apr 07

DHI: Constrained Housing Supply Will Support Margins Beyond Antitrust And 2026 Concerns

Narrative Update on D.R. Horton The analyst price target for D.R. Horton is now framed around a fair value of $193, with small model tweaks to the discount rate, revenue growth, profit margin, and future P/E. These adjustments reflect recent mixed research that includes downgrades, cautious demand and margin views for 2026, and several offsetting price target raises and cuts across the Street.
Actualización del análisis Mar 23

DHI: Constrained Housing Supply Will Support Margins Beyond Antitrust And 2026 Cycle Concerns

Analysts kept the D.R. Horton fair value estimate steady at $193.00, making only modest model adjustments to the discount rate, revenue growth, profit margin, and future P/E. These changes reflect mixed Street views on margins, demand in 2026, and potential earnings recovery beyond that period.
Actualización del análisis Mar 09

DHI: Persistent Margin And Antitrust Pressures Will Constrain Future Share Returns

Analyst price targets for D.R. Horton have seen mixed adjustments, with some firms trimming forecasts by low single digit dollar amounts and others lifting targets by similar increments up to $10, as analysts weigh near term margin and demand pressure against the potential for stronger earnings in later years. Analyst Commentary Recent research on D.R. Horton reflects a split view, with some firms edging price targets higher and others trimming them or stepping to the sidelines.
Actualización del análisis Feb 23

DHI: Persistent Margin Pressure And Antitrust Risk Will Restrain Future Returns

Narrative Update on D.R. Horton The analyst price target framework for D.R. Horton has been modestly adjusted, with fair value moving from $118.96 to $117. This reflects analysts weighing mixed target changes across the Street alongside updated assumptions for revenue growth, margins, and future P/E levels.
Actualización del análisis Feb 09

DHI: Housing Demand And Regulatory Risks Will Shape Returns Through 2026

Analysts have trimmed their average price target for D.R. Horton by about $5 to roughly $160, reflecting a mix of reduced targets from several firms and offsetting increases from others as they incorporate updated views on margins, growth, and valuation multiples. Analyst Commentary Bullish and bearish analysts are fairly split on D.R. Horton, with some focusing on long term housing fundamentals and others highlighting nearer term margin and affordability pressures.
Actualización del análisis Jan 25

DHI: Higher Revenue Outlook And Margins Will Offset Rising Discount Rate

Our D.R. Horton analyst price target has been adjusted from US$199 to US$193 as analysts balance expectations for stronger revenue growth and slightly higher profit margins against a higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research on D.R. Horton shows a mix of optimism and caution, with several bullish analysts increasing their price targets while others trim expectations or downgrade ratings.
Artículo de análisis Jan 23

Results: D.R. Horton, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, D.R. Horton, Inc. ( NYSE:DHI ) just kicked off its latest first-quarter results with some very...
Actualización del análisis Jan 10

DHI: Housing Affordability And Margin Pressure Will Restrain Returns

The analyst price target in our model for D.R. Horton shifts from US$110.00 to about US$118.96. This reflects updated views from analysts who are trimming Street targets on concerns around housing affordability, margin pressure, and mixed homebuilding conditions into 2026.
Actualización del análisis Dec 23

DHI: Lower Rates Will Support Demand Despite Seasonal Housing Headwinds

Analysts have nudged their fair value estimate for D.R. Horton slightly higher, by about $1 to roughly $166 per share. They cite a supportive interest rate backdrop and updated price targets that balance softer seasonal demand with an improved medium term outlook.
Actualización del análisis Dec 08

DHI Will See Lower Rates And Steady Demand Balance Housing Market Risks

We modestly trim our D.R. Horton analyst price target, reflecting analysts' slightly more cautious assumptions on revenue growth and margins, even as they acknowledge support from a lower rate environment. This brings our updated fair value estimate to about $164.69 from $164.80 per share.
Actualización del análisis Oct 04

Affordable Home Expansion And Suburban Migration Will Drive Resiliency

Analysts have raised their average price target for D.R. Horton by just over $2. This reflects continued optimism on interest rates, increased sector valuations, and the company's recent earnings beat.
Actualización del análisis Sep 03

Affordable Home Expansion And Suburban Migration Will Drive Resiliency

D.R. Horton's analyst price target was raised to $161.60, reflecting heightened investor optimism on rate cuts, sector-wide valuation uplift, and recent earnings outperformance. Analyst Commentary Bullish analysts cite increasing investor optimism regarding future interest rate cuts, which is boosting valuations in the homebuilding sector.
Artículo de análisis Jul 25

D.R. Horton, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

D.R. Horton, Inc. ( NYSE:DHI ) investors will be delighted, with the company turning in some strong numbers with its...
Artículo de análisis Jul 07

Investors Holding Back On D.R. Horton, Inc. (NYSE:DHI)

D.R. Horton, Inc.'s ( NYSE:DHI ) price-to-earnings (or "P/E") ratio of 9.4x might make it look like a buy right now...
Artículo de análisis Jun 19

Does D.R. Horton (NYSE:DHI) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jun 01

At US$118, Is D.R. Horton, Inc. (NYSE:DHI) Worth Looking At Closely?

Today we're going to take a look at the well-established D.R. Horton, Inc. ( NYSE:DHI ). The company's stock received a...
Seeking Alpha Feb 26

D.R. Horton: Falling Rates To Catalyze A Rally

Summary D.R. Horton is rated a strong buy with 25% upside potential due to anticipated declines in long-term Treasury yields below 4% in 2025. DHI's sensitivity to interest rates, due to leverage to first-time homebuyers, has led to underperformance, but falling rates should catalyze a significant rally. The company's need to offer rate buydowns and incentives impacts average selling prices and gross margins, but these measures are necessary to attract buyers. Historical patterns suggest long-term rates will remain rangebound, supporting DHI's valuation target of $165, with major risks being inflation surges or a severe recession. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Here's Why D.R. Horton Is Looking Attractive

Summary D.R. Horton, focusing on entry-level homes, reported a 7% decline in Q1 2025 EPS and a 3% drop in revenues due to slower home deliveries. The company uses mortgage buy-downs to attract buyers, maintaining sales prices and comps, but impacting gross margins. Potential regulatory cost reductions and mortgage rate improvements could boost new home construction, benefiting D.R. Horton and first-time homebuyers. Trading at 11.1x 2025 EPS with a 1% dividend, D.R. Horton is attractively valued, but faces risks from potential Fed rate hikes and economic recession. Read the full article on Seeking Alpha
Seeking Alpha Jan 17

D.R. Horton: Time To Be Greedy When Others Are Fearful

Summary The investment thesis highlights strong revenue growth by D.R. Horton, Inc., driven by innovative product lines and expanding market share in key demographics. Rating justification emphasizes robust financial health, consistent dividend payouts, and a strategic focus on sustainable growth. We look at the company's impressive quarterly earnings and strategic initiatives aimed at long-term profitability. We find DHI retains its competitive edge and reaffirm the buy rating based on solid fundamentals and growth prospects. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

D.R. Horton: An Undervalued Stock With Strong Demand Backdrop

Summary D.R. Horton advanced its revenue from $10.8 billion in FY 2015 to $36.8 billion in FY 2024. That’s a compound annual growth rate of 14.6%. From lot acquisition and development all the way to providing and financing a finished product, D.R. Horton is a “one-stop shop”. Averaging the three numbers out gives us a final valuation of $160.88, which would indicate the stock is possibly 12% undervalued. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

D.R. Horton: An Industry Leader Worth Considering

Summary I maintain a “buy” rating for D.R. Horton, Inc. stock due to its strong market position and attractive pricing despite significant stock gains. D.R. Horton's diversified portfolio and focus on affordable homes have driven impressive growth, even as average home prices fell. The company's other operations, including rentals and Forestar, add value but remain smaller contributors to overall revenue. Despite mixed financial performance, D.R. Horton's commitment to returning capital to shareholders and potential for future growth justify a bullish outlook. Read the full article on Seeking Alpha
Seeking Alpha Nov 17

D.R. Horton: Don't Freak Out From Temporary Macro-Driven Selloffs

Summary D.R. Horton shares have declined due to macroeconomic concerns and disappointing outlooks from homebuilders, highlighting the sector's sensitivity to economic conditions. Despite short-term challenges, D.R. Horton benefits from a significant housing deficit and industry tailwinds, maintaining strong long-term growth potential. The recent rate cut caused market caution, impacting housing affordability and leading to lower margins and revenues for D.R. Horton. Long-term investors should focus on the housing demand-supply gap and consider D.R. Horton a 'Buy' at current valuations, given its resilient growth prospects. Read the full article on Seeking Alpha
Seeking Alpha Oct 30

D.R. Horton: Earnings Miss An Opportunity To Accumulate

Summary D.R. Horton's weaker-than-expected fiscal fourth-quarter (FYQ4) results are not sitting well with investors after the company showed earnings per share fell 11.9%. Even though DHI valuations have recovered substantially since we initiated our "Strong Buy" rating on the stock, the long-term prospects for U.S. homebuilders remain compelling. After accounting for Tuesday's sell-off, valuations on DHI remain undemanding at a forward P/E multiple of 12.4x and a P/B multiple of 2.3x. We continue to see the potential for a bullish re-rating of DHI. Accordingly, we reiterate our bullish view on the stock and maintain a "Strong Buy" rating on DHI. Read the full article on Seeking Alpha
Seeking Alpha Oct 16

D.R. Horton: Take Part In The Real Estate Boom, Upon A Correction

Summary D.R. Horton remains attractively valued due to the promising home buying trends, the narrowing price gap between new/ resale homes, and its attractively priced inventories. With the mortgage rates already moderating from recent heights while nearing the magic rate of 5%, it is unsurprising the management has raised the FY2024 sales and home closings guidance. DHI's diversified operations across rentals and financial services support its investment thesis, significantly aided by the buyers' stronger FICO scores and higher incomes. This is on top of FY2025 likely to bring forth expanded shareholder returns while cementing its secure dividend payouts. Interested investors may be better off waiting for the market-wide correction to occur, with it likely bringing the DHI stock down nearer to our fair value estimates. Read the full article on Seeking Alpha
Seeking Alpha Oct 01

D.R. Horton: History Says Not To Chase This Rally

Summary D.R. Horton, Inc. stock surged in Q3 due to hopes of a housing sector revival from the Federal Funds rate cut, outperforming the SPDR® S&P Homebuilders ETF. However, despite strong Q3 results, D.R. Horton trades at historically high price-to-book and price-to-sales ratios. Homeowners locked into lower mortgage rates and low housing affordability limit new home demand, challenging the sustainability of D.R. Horton's stock rally. An analysis around D.R. Horton after the stock rose by a third in the just concluded third quarter follows in the paragraphs below. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:DHI - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
9/30/202839,1813,899N/A3,1646
9/30/202735,8163,3202,5572,73714
9/30/202633,8653,0452,7252,97712
3/31/202633,3483,1733,4983,652N/A
12/31/202533,5243,3353,4773,628N/A
9/30/202534,2503,5853,2843,421N/A
6/30/202534,5753,9632,7852,911N/A
3/31/202535,3154,2922,7292,870N/A
12/31/202436,6884,6542,8592,990N/A
9/30/202436,8014,7562,0252,190N/A
6/30/202437,3034,9832,0982,271N/A
3/31/202437,0634,9642,2202,360N/A
12/31/202335,9294,7343,1733,322N/A
9/30/202335,4604,7464,1564,304N/A
6/30/202334,5964,8683,2373,386N/A
3/31/202333,6585,1812,7152,870N/A
12/31/202233,6845,6751,4001,565N/A
9/30/202233,4805,858414562N/A
6/30/202231,9505,565-1496N/A
3/31/202230,4465,032-281-145N/A
12/31/202128,8944,526417612N/A
9/30/202127,7744,176267534N/A
6/30/202126,0653,666512798N/A
3/31/202124,1713,1811,3311,662N/A
12/31/202022,2242,7349751,283N/A
9/30/202020,3112,3741,1351,422N/A
6/30/202018,9502,0501,1171,400N/A
3/31/202018,4661,894672959N/A
12/31/201918,0951,763N/A1,151N/A
9/30/201917,5931,619N/A892N/A
6/30/201917,0591,579N/A319N/A
3/31/201916,5881,558N/A182N/A
12/31/201816,2541,558N/A247N/A
9/30/201816,0681,460N/A545N/A
6/30/201815,7221,307N/A932N/A
3/31/201815,0631,143N/A477N/A
12/31/201714,5201,021N/A393N/A
9/30/201714,0911,038N/A440N/A
6/30/201713,6731,009N/A344N/A
3/31/201713,129970N/A455N/A
12/31/201612,645936N/A591N/A
9/30/201612,157886N/A624N/A
6/30/201611,589842N/A600N/A
3/31/201611,308813N/A896N/A
12/31/201510,938766N/A828N/A
9/30/201510,824751N/A700N/A
6/30/201510,134678N/A101N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (9.7% al año) de DHI es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (9.7% al año) de DHI crezcan menos que el mercado US (16.4% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de DHI crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (7% al año) de DHI crezcan más despacio que el mercado de US (11.4% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 7% al año) de DHI crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de DHI sea baja dentro de 3 años (17.5%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 07:26
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

D.R. Horton, Inc. está cubierta por 40 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher GrajaArgus Research Company
Matthew BouleyBarclays
Stephen KimBarclays