D.R. Horton Dirección
Dirección controles de criterios 3/4
El CEO de D.R. Horton es Paul Romanowski , nombrado en Oct 2023, tiene una permanencia de 2.92 años. compensación anual total es $25.13M, compuesta por 2.8% salario y 97.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.072% de las acciones de la empresa, por valor de $28.08M. La antigüedad media del equipo directivo y de la junta directiva es de 4.9 años y 3.3 años, respectivamente.
Información clave
Paul Romanowski
Chief Executive Officer (CEO)
US$25.1m
Compensación total
| Porcentaje del salario del CEO | 2.79% |
| Permanencia del CEO | 2.9yrs |
| Participación del CEO | 0.07% |
| Permanencia media de la dirección | 4.9yrs |
| Promedio de permanencia en la Junta Directiva | 3.3yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Sep 16
DHI: Margin Resilience And Buybacks Will Drive Returns Despite Demand Headwinds
Analysts have trimmed the blended D.R. Horton price target slightly, with the fair value estimate edging from about $165.29 to $161.25. This reflects higher mortgage rates, softer summer selling trends and expectations for greater use of buyer incentives filtering into updated models, partly offset by resilient margins and modestly lower assumed future P/E multiples.Seeking Alpha • Jul 22
D.R. Horton: More Volatility Ahead After Resilient Q3 (Rating Downgrade)
Summary D.R. Horton, Inc. reported quite resilient earnings against a very challenging housing market backdrop in Q3. The lowered FY2026 guidance implies that there's more volatility ahead in at least Q4. Weak housing affordability remains a core issue. I believe that DHI is overvalued given such uncertain housing market dynamics. I estimate a -20% base scenario downside to $115.9. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 10
DHI: Entry Level Affordability Pressures Will Restrain Future Margin Recovery
The analyst price target for D.R. Horton has been raised from $123.00 to about $125.54. Analysts point to expectations for gross margin stabilization, the company's scale and financial strength, and its position across different buyer segments as key supports for the higher valuation range.
Actualización de narrativa • Jun 24
DHI: Constrained Supply And Cost Controls Will Support Margins Through 2026
The analyst price target for D.R. Horton has been raised from $193 to $206, with analysts citing updated assumptions that include slightly higher revenue growth, a modestly lower discount rate, and a higher future P/E multiple, even with a reduced profit margin outlook. Analyst Commentary Recent Street research on D.R. Horton shows a cluster of price target revisions, with several bullish analysts lifting their expectations even as some others trim targets or ratings.Artículo de análisis • Jun 20
D.R. Horton (DHI) Stock Could Be 4.5% Undervalued Despite Weak Backlog And Slowing Orders
Recent commentary around D.R. Horton (DHI) has focused on weakening backlog and slower orders, alongside expectations for lower EPS and slightly softer revenue in the upcoming July 21, 2026 earnings report. See our latest analysis for D.R. Horton. The recent concerns around D.R. Horton’s backlog and orders come against a backdrop of firm share price momentum, with a 30-day share price return of 9.48% and 90-day share price return of 18.55%, feeding into a 1-year total shareholder return of...Actualización de narrativa • Jun 09
DHI: 2026 Housing Recovery And Buybacks Will Drive Shareholder Returns
Analysts have lifted their average price targets on D.R. Horton by a series of increases, including moves of $6 to $23, supported by updated views on the stock's valuation multiples and risk profile, reflected in a slightly lower discount rate and marginally adjusted future P/E assumptions. Analyst Commentary Recent Street research on D.R. Horton reflects a mix of optimism and caution, with several firms adjusting price targets both higher and lower.Actualización de narrativa • May 26
DHI: 2026 Housing Demand Recovery And Buybacks Will Shape Future Returns
Analysts have lifted the D.R. Horton fair value estimate from $160.50 to about $165.29, citing updated assumptions that reflect higher modeled revenue growth, a slightly lower discount rate, and a higher future P/E multiple, partially offset by more conservative profit margin expectations and a wave of recent price target increases across the Street. Analyst Commentary Recent Street research on D.R. Horton shows a cluster of target price revisions, with several bullish analysts lifting their valuation ranges and others trimming targets or downgrading their stance.Actualización de narrativa • 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.Actualización de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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 de narrativa • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$3b |
| Mar 31 2026 | n/a | n/a | US$3b |
| Dec 31 2025 | n/a | n/a | US$3b |
| Sep 30 2025 | US$25m | US$700k | US$4b |
| Jun 30 2025 | n/a | n/a | US$4b |
| Mar 31 2025 | n/a | n/a | US$4b |
| Dec 31 2024 | n/a | n/a | US$5b |
| Sep 30 2024 | US$25m | US$700k | US$5b |
| Jun 30 2024 | n/a | n/a | US$5b |
| Mar 31 2024 | n/a | n/a | US$5b |
| Dec 31 2023 | n/a | n/a | US$5b |
| Sep 30 2023 | US$14m | US$500k | US$5b |
| Jun 30 2023 | n/a | n/a | US$5b |
| Mar 31 2023 | n/a | n/a | US$5b |
| Dec 31 2022 | n/a | n/a | US$6b |
| Sep 30 2022 | US$14m | US$500k | US$6b |
Compensación vs. Mercado: La compensación total de Paul($USD25.13M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.74M).
Compensación vs. Ingresos: La compensación de Paul ha sido consistente con los resultados de la empresa en el último año.
CEO
Paul Romanowski (55 yo)
2.9yrs
Permanencia
US$25,128,033
Compensación
Mr. Paul J. Romanowski served as the Executive Vice President and Co-Chief Operating Officer at DR Horton Inc. since October 1, 2021 until October 01, 2023 and serves as its Chief Executive Officer, Presid...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chairman | 3.7yrs | US$17.94m | 0.34% $ 132.3m | |
| President | 2.9yrs | US$25.13m | 0.072% $ 28.1m | |
| Executive VP & CFO | 22.9yrs | US$16.07m | 0.12% $ 47.2m | |
| Executive VP & COO | 2.9yrs | US$21.05m | 0.15% $ 57.0m | |
| Senior VP & Corporate Controller | 6.8yrs | sin datos | 0.0029% $ 1.1m | |
| Vice President of Corporate Finance & Treasurer | no data | sin datos | sin datos | |
| Senior VP of Communications & People and Head of Investor Relations | no data | sin datos | sin datos | |
| Senior VP | no data | sin datos | sin datos | |
| President of South Region | no data | sin datos | sin datos | |
| President of West Region | no data | sin datos | sin datos | |
| President of East Region | no data | sin datos | sin datos | |
| President of North Region | 10.8yrs | sin datos | sin datos |
4.9yrs
Permanencia media
60yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de DHI se considera experimentado (4.9 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Executive Chairman | 3.7yrs | US$17.94m | 0.34% $ 132.3m | |
| President | 2.9yrs | US$25.13m | 0.072% $ 28.1m | |
| Independent Director | 2.1yrs | US$310.36k | 0.00029% $ 113.9k | |
| Independent Director | 28.4yrs | US$315.36k | 0.013% $ 5.2m | |
| Independent Presiding Director | 5.4yrs | US$315.36k | 0.0035% $ 1.4m | |
| Independent Director | 2.1yrs | US$312.24k | 0.00034% $ 133.5k | |
| Independent Director | 2.1yrs | US$310.36k | 0.00029% $ 113.9k | |
| Independent Director | 6.8yrs | US$317.86k | 0.0080% $ 3.1m |
3.3yrs
Permanencia media
67yo
Promedio de edad
Junta con experiencia: La junta directiva de DHI se considera experimentada (3.3 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/18 08:15 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/09/30 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 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 39 analistas. 15 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.
| Analista | Institución |
|---|---|
| Christopher Graja | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |