KB Home

Informe acción NYSE:KBH

Capitalización de mercado: US$3.0b

KB Home Dirección

Dirección controles de criterios 4/4

El CEO de KB Home es Rob McGibney , nombrado en Feb 2024, tiene una permanencia de 2.25 años. compensación anual total es $7.31M, compuesta por 12.5% salario y 87.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.3% de las acciones de la empresa, por valor de $9.06M. La antigüedad media del equipo directivo y de la junta directiva es de 15.8 años y 5.6 años, respectivamente.

Información clave

Rob McGibney

Chief Executive Officer (CEO)

US$7.3m

Compensación total

Porcentaje del salario del CEO12.48%
Permanencia del CEO2.3yrs
Participación del CEO0.3%
Permanencia media de la dirección15.8yrs
Promedio de permanencia en la Junta Directiva5.6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 05

KBH: Margin Pressures And Antitrust Risks Will Limit Future Upside

KB Home's analyst price targets have seen mixed revisions recently, with several firms trimming estimates by $1 to $14 while others raised or initiated targets. Analysts point to weaker margins versus peers, lot supply constraints and limited near term catalysts, even as they acknowledge support from the company's build to order model and shareholder returns.
Actualización de narrativa Apr 20

KBH: Margin And Regulatory Pressures Will Constrain Future Upside Potential

KB Home's updated analyst price target has shifted to $43, guided by lower fair value estimates and P/E assumptions, even as analysts factor in higher profit margins and more modest revenue declines in their models. Analyst Commentary Street research around KB Home has turned more cautious, even as some firms maintain constructive views.
Actualización de narrativa Apr 05

KBH: Tight Housing Supply And Margin Improvement Will Support Future Returns

KB Home's updated analyst price target has been trimmed by roughly $4 to reflect analysts' use of a lower fair value estimate, more moderate revenue and margin assumptions, and a slightly higher future P/E, following a series of recent target cuts across the Street. Analyst Commentary Recent research has leaned cautious on KB Home's near term revenue growth and margins, which is why so many price targets have been trimmed at the same time.
Actualización de narrativa Mar 22

KBH: Incentives Margins And Regulatory Overhang Will Shape A Balanced Outlook

KB Home's analyst price target has shifted modestly to $65 to $71 per share, as analysts balance weaker recent margin assumptions and a higher implied future P/E of about 14x with ongoing support from the company's build to order model and shareholder return focus. Analyst Commentary Recent Street research on KB Home reflects a mixed but increasingly cautious tone, with several firms refining price targets and pointing to execution and growth risks that could influence valuation.
Actualización de narrativa Mar 08

KBH: Buybacks And Build To Order Model Will Offset Antitrust Probe Risk

Analysts modestly lifted their average price target for KB Home to about $61.42 from $61.18, reflecting updated views that balance improved fair value and a slightly lower discount rate against pressure on revenue growth, margins, and a higher assumed future P/E, informed by recent research highlighting restrained near term catalysts, softer gross margins, and varied views on 2026 demand. Analyst Commentary Recent research on KB Home highlights a mix of optimism and caution, with views shaped by the company’s build to order model, margin profile, shareholder returns, and the outlook for future housing demand.
Actualización de narrativa Feb 22

KBH: Cost Discipline And Buybacks Will Balance Antitrust And Housing Demand Risks

Analysts have made only modest adjustments to their models. The latest Street research shows price targets moving within a relatively tight $66 to $71 range, as they balance softer year-end housing activity and higher incentives against constrained housing supply and potential sentiment shifts tied to macro conditions.
Actualización de narrativa Feb 08

KBH: Cost Discipline And Buybacks Will Offset Margin And Regulatory Pressures

Narrative Update The updated analyst price target for KB Home shifts modestly to about $61.18 from $63.75, as analysts factor in higher assumed revenue growth and profit margins, along with a lower future P/E. This is informed by recent research that highlights slower year-end housing activity, pressure on builder margins from incentives, and cautious longer-term demand visibility.
Artículo de análisis Jan 26

KB Home (NYSE:KBH) Is Paying Out A Dividend Of $0.25

KB Home's ( NYSE:KBH ) investors are due to receive a payment of $0.25 per share on 19th of February. This means that...
Actualización de narrativa Jan 24

KBH: Elevated Incentives And Margin Pressure Will Likely Restrain Future Upside

Narrative update on KB Home The analyst fair value estimate for KB Home has been adjusted to $50.00 from $49.00, as analysts weigh mixed target changes across firms against recent research pointing to softer margins, cautious longer term demand visibility, and the potential for gradual improvement in homebuilding conditions over time. Analyst Commentary Recent Street research on KB Home reflects a mix of higher price targets alongside a cautious tone on margins, demand visibility, and the pace of any improvement in homebuilding conditions.
Actualización de narrativa Jan 10

KBH: Tight Housing Supply And Disciplined Building Will Support Shares

Analysts have trimmed their price expectations for KB Home, with the average target moving from about US$80 to roughly US$76.60. They cite a slightly higher discount rate and lower margin assumptions, which are partly offset by firmer revenue growth expectations and a modestly higher future P/E.
Actualización de narrativa Dec 23

KBH: Cost Discipline And Buybacks Will Drive Future Earnings Resilience

Analysts have modestly lowered our KB Home fair value estimate from $68.00 to $63.75 per share, even as they lift price targets following a Q3 earnings beat. They cite a better revenue growth outlook, a slightly lower discount rate, and higher future valuation multiples that are partially offset by expectations for softer profit margins.
Actualización de narrativa Dec 09

KBH: Cost Discipline And Buybacks Will Support Earnings Amid Housing Uncertainty

Analysts have raised their price target on KB Home by about $3 to roughly $68 per share, citing stronger than expected Q3 earnings, disciplined cost management, and signs that housing market conditions may be stabilizing despite ongoing demand challenges. Analyst Commentary Street research following KB Home's Q3 earnings beat reflects a generally constructive tone on the stock, with most firms nudging price targets higher while still acknowledging a challenging operating backdrop.
Actualización de narrativa Nov 23

KBH: Disciplined Cost Controls And Share Repurchases Will Guide Through Housing Uncertainty

Analysts have raised their price targets on KB Home, with increases ranging from $1 to $8 per share. They cite the company's disciplined operating strategies, improved earnings performance, and steps to offset revenue challenges.
Actualización de narrativa Nov 08

KBH: Future Housing Market Stability Will Balance Recent Share Repurchases And Cost Controls

Analysts have raised their price targets on KB Home, with increases ranging from $1 to $10 per share. They cite the company's resilient earnings, disciplined operating strategies, and signs of stabilization in the housing market despite ongoing near-term challenges.
Artículo de análisis Oct 28

KB Home (NYSE:KBH) Will Pay A Dividend Of $0.25

The board of KB Home ( NYSE:KBH ) has announced that it will pay a dividend on the 26th of November, with investors...
Actualización de narrativa Oct 25

Disciplined Cost Moves And New Communities Will Drive Uncertain Upside Ahead

Analysts have raised their price targets for KB Home by amounts ranging from $1 to $8 per share. They cite the company's disciplined strategies, improved profit margins, and resilient earnings performance amid ongoing industry challenges.
Artículo de análisis Oct 13

KB Home's (NYSE:KBH) Dividend Will Be $0.25

The board of KB Home ( NYSE:KBH ) has announced that it will pay a dividend of $0.25 per share on the 26th of November...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Rob McGibney en comparación con los beneficios de KB Home?
FechaCompensación totalSalarioIngresos de la empresa
Feb 28 2026n/an/a

US$351m

Nov 30 2025US$7mUS$913k

US$426m

Aug 31 2025n/an/a

US$514m

May 31 2025n/an/a

US$561m

Feb 28 2025n/an/a

US$621m

Nov 30 2024US$8mUS$892k

US$650m

Aug 31 2024n/an/a

US$610m

May 31 2024n/an/a

US$603m

Feb 29 2024n/an/a

US$599m

Nov 30 2023US$7mUS$821k

US$586m

Aug 31 2023n/an/a

US$652m

May 31 2023n/an/a

US$757m

Feb 28 2023n/an/a

US$804m

Nov 30 2022US$6mUS$771k

US$812m

Aug 31 2022n/an/a

US$771m

May 31 2022n/an/a

US$666m

Feb 28 2022n/an/a

US$599m

Nov 30 2021US$5mUS$558k

US$562m

Compensación vs. Mercado: La compensación total ($USD7.31M) de Rob está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.05M).

Compensación vs. Ingresos: La compensación de Rob ha sido consistente con los resultados de la empresa en el último año.


CEO

Rob McGibney (50 yo)

2.3yrs
Permanencia
US$7,311,553
Compensación

Mr. Robert V. McGibney, also known as Rob, is CEO & Director of KB Home from March 1, 2026 and serves as its President since February 1, 2024. He joined KB Home in 2000 in its Las Vegas division had been C...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jeffrey Mezger
Executive Chairman19.5yrsUS$14.72m3.02%
$ 91.0m
Robert McGibney
CEO, President & Director2.3yrsUS$7.31m0.30%
$ 9.1m
Brian Woram
Executive VP & General Counsel15.8yrsUS$2.99m0.34%
$ 10.3m
Albert Praw
Executive Vice President of Real Estate & Business Development24.3yrsUS$3.09m0.20%
$ 6.1m
William Hollinger
Senior VP & Chief Accounting Officer25.3yrsUS$1.68m0.23%
$ 7.1m
Dan Bridleman
Senior Vice President of Sustainabilityno datasin datossin datos
Jill Peters
Senior Vice President of Investor Relations10.3yrssin datossin datos
Amit Desai
Senior VP & Chief Marketing Officer6.5yrssin datossin datos
Thomas Norton
Senior Vice President of Human Resources17.3yrssin datossin datos
Vince DePorre
Southeast Regional Presidentno datasin datossin datos
Thad Johnson
Senior VP & Treasurer15.8yrssin datossin datos
Steve Ruffner
Regional GM & President of Coastal Divisionno datasin datossin datos
15.8yrs
Permanencia media
65yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de KBH es experimentado (15.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Jeffrey Mezger
Executive Chairman19.5yrsUS$14.72m3.02%
$ 91.0m
Robert McGibney
CEO, President & Directorless than a yearUS$7.31m0.30%
$ 9.1m
Stuart Gabriel
Independent Director10.1yrsUS$275.00k0.070%
$ 2.1m
Dorene Dominguez
Independent Director8.8yrsUS$285.00k0.048%
$ 1.5m
Jodeen Kozlak
Lead Independent Director5.3yrsUS$323.50k0.049%
$ 1.5m
Thomas Gilligan
Independent Director13.8yrsUS$300.00k0.087%
$ 2.6m
Jose Barra
Independent Director3.1yrsUS$285.00k0.027%
$ 823.1k
Cheryl Henry
Independent Director1.6yrsUS$282.50k0.011%
$ 338.7k
Arthur Collins
Independent Director5.6yrsUS$282.50k0.021%
$ 631.8k
Kevin Eltife
Independent Director5.6yrsUS$285.00k0.037%
$ 1.1m
5.6yrs
Permanencia media
63.5yo
Promedio de edad

Junta con experiencia: La junta directiva de KBH se considera experimentada (5.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 06:24
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/02/28
Ingresos anuales2025/11/30

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

KB Home está cubierta por 27 analistas. 13 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