Taylor Morrison Home (TMHC) Aperçu de l'action
Taylor Morrison Home Corporation, avec ses filiales, est un constructeur de maisons et un promoteur immobilier aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 0/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
TMHC Community Fair Values
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Analyst Price Targets
Taylor Morrison Home Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$57.47 |
| Plus haut sur 52 semaines | US$72.50 |
| Plus bas sur 52 semaines | US$54.15 |
| Bêta | 1.51 |
| Variation sur 1 mois | -7.11% |
| Variation sur 3 mois | -14.34% |
| Variation sur 1 an | 0.51% |
| Variation sur 3 ans | 34.24% |
| Variation sur 5 ans | 94.55% |
| Évolution depuis l'introduction en bourse | 149.44% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 16
Taylor Morrison Home Remains Deeply Undervalued Even As Havoc Reigns
Summary Taylor Morrison Home Corporation remains a compelling buy in the homebuilding sector despite near-term headwinds and recent operational softness. TMHC's differentiation through resort lifestyle communities and a high-credit, high-income customer base positions it well for future demand recovery. Financials show revenue and unit declines, but shares remain attractively valued both absolutely and relative to peers, supporting a continued buy rating. Long-term catalysts include a persistent US housing shortage and anticipated interest rate declines, which should drive renewed homebuyer activity and profit growth. Read the full article on Seeking Alpha
Mise à jour du récit • May 13
TMHC: Long Term Closing Run Rate Progress Will Support Future P/E Multiple
Analyst fair value for Taylor Morrison Home has been nudged higher to $70.22 from $70.11, as recent price target revisions, including both increases and cuts across several firms, point to mixed views on growth, profitability and the appropriate P/E multiple for the stock. Analyst Commentary Recent Street research on Taylor Morrison Home highlights a split view on where the stock should trade, with some firms lifting price targets and others trimming them or lowering ratings.Mise à jour du récit • Apr 25
TMHC: Long Term Closing Run Rate Aims And Buybacks Will Shape Future Multiple
Analysts have trimmed the consolidated price target for Taylor Morrison Home to about $70.11 from roughly $70.67. This reflects slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E, even as several recent target increases have occurred alongside a downgrade and target cuts from other firms.Recent updates
Seeking Alpha • May 16
Taylor Morrison Home Remains Deeply Undervalued Even As Havoc Reigns
Summary Taylor Morrison Home Corporation remains a compelling buy in the homebuilding sector despite near-term headwinds and recent operational softness. TMHC's differentiation through resort lifestyle communities and a high-credit, high-income customer base positions it well for future demand recovery. Financials show revenue and unit declines, but shares remain attractively valued both absolutely and relative to peers, supporting a continued buy rating. Long-term catalysts include a persistent US housing shortage and anticipated interest rate declines, which should drive renewed homebuyer activity and profit growth. Read the full article on Seeking AlphaMise à jour du récit • May 13
TMHC: Long Term Closing Run Rate Progress Will Support Future P/E Multiple
Analyst fair value for Taylor Morrison Home has been nudged higher to $70.22 from $70.11, as recent price target revisions, including both increases and cuts across several firms, point to mixed views on growth, profitability and the appropriate P/E multiple for the stock. Analyst Commentary Recent Street research on Taylor Morrison Home highlights a split view on where the stock should trade, with some firms lifting price targets and others trimming them or lowering ratings.Mise à jour du récit • Apr 25
TMHC: Long Term Closing Run Rate Aims And Buybacks Will Shape Future Multiple
Analysts have trimmed the consolidated price target for Taylor Morrison Home to about $70.11 from roughly $70.67. This reflects slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E, even as several recent target increases have occurred alongside a downgrade and target cuts from other firms.Mise à jour du récit • Apr 10
TMHC: Long Term Closing Run Rate Ambitions Will Support Multiple Re Rating
Narrative Update Analysts have trimmed their price expectations for Taylor Morrison Home, with the updated fair value estimate moving from about $73.63 to roughly $70.67 as they factor in slightly higher discount rates, modestly softer revenue assumptions, and a lower future P/E multiple, partly offset by a small improvement in expected profit margin. Analyst Commentary Recent Street research on Taylor Morrison Home shows a mix of optimism around the company’s long term plans and caution around nearer term earnings risk and valuation assumptions.Mise à jour du récit • Feb 28
TMHC: Buyer Mix And Margin Resilience Will Support Re Rating Potential
Analysts have raised their average price target on Taylor Morrison Home by $6. They suggest the stock's previous valuation discount may be overly severe, even as they continue to highlight ongoing risks related to earnings and housing affordability.Mise à jour du récit • Feb 14
TMHC: Fair Value View Balances EPS Risk And Peer Discount Potential
Narrative Update Analysts have nudged their price target on Taylor Morrison Home to about $73.63. This reflects updated assumptions on discount rates, revenue trends, profit margins, and a higher future P/E, supported by recent research that highlights both EPS risk and an unwarranted valuation discount versus peers.Article d’analyse • Feb 01
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Nouveau récit • Jan 25
Cautious Land Investment And Rental Expansion Will Constrain Margins Yet Keep Outlook Balanced
Catalysts About Taylor Morrison Home Taylor Morrison Home is a U.S. homebuilder focused on entry level, move up and resort lifestyle buyers, along with single family rental communities through its Yardly platform. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Jan 06
TMHC: Share Repurchases Will Support Future Earnings Power And Capital Returns
Analysts kept their price target for Taylor Morrison Home steady at US$73.00, citing updated assumptions that include a slightly higher discount rate and a modestly higher future P/E multiple to reflect their current view of the stock’s risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Taylor Morrison Home repurchased 1,277,533 shares for US$83.03 million, representing 1.29% of its shares.Article d’analyse • Jan 02
Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?
Key Insights The projected fair value for Taylor Morrison Home is US$75.92 based on 2 Stage Free Cash Flow to Equity...Mise à jour du récit • Dec 22
TMHC: Share Repurchases Will Support Earnings Power Amid Modest Margin Pressure
Analysts have trimmed their price target on Taylor Morrison Home by 1.7 percent, from 74.25 dollars to 73.00 dollars, citing slightly higher discount rates, marginally lower profit margin expectations, and a modestly reduced future price to earnings multiple. What's in the News Taylor Morrison Home completed a share repurchase tranche between July 1, 2025 and September 30, 2025, buying back 1,277,533 shares, or about 1.29 percent of its outstanding stock, for 83.03 million dollars (Key Developments) Under the buyback program announced on October 23, 2024, the company has now repurchased a total of 6,473,036 shares, representing roughly 6.39 percent of its share base, for an aggregate 399.01 million dollars (Key Developments) Valuation Changes Fair Value Estimate, reduced slightly from 74.25 dollars to 73.00 dollars, reflecting a modestly lower projected intrinsic value per share.Mise à jour du récit • Dec 08
TMHC: Sector Tailwinds Will Support Earnings Power Despite Limited Fed Cut Impact
Analysts have modestly increased their fair value estimate for Taylor Morrison Home to $74.25 from $73.63, citing updated price targets that reflect supportive sector dynamics, despite expectations that the recent Fed rate cut will not materially alter near term housing market trends. Analyst Commentary Analyst commentary on Taylor Morrison Home reflects a broadly constructive stance on the company’s execution and earnings outlook, even as the macro backdrop for housing remains largely unchanged following the recent Fed rate cut.Mise à jour du récit • Nov 24
TMHC: Recent Fed Cut Will Maintain Resilient Sector Performance Through Year End
Narrative Update on Taylor Morrison Home Analysts have raised their price target for Taylor Morrison Home by $3 to $75. They cite updated homebuilder sector valuations and expectations that recent changes in interest rates are unlikely to significantly shift the near-term housing market outlook.Mise à jour du récit • Nov 07
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.Mise à jour du récit • Oct 23
Analysts Adjust Taylor Morrison Home Outlook Amid Modest Valuation Decline and Buyback Activity
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.Article d’analyse • Oct 02
An Intrinsic Calculation For Taylor Morrison Home Corporation (NYSE:TMHC) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Taylor Morrison Home fair value estimate is US$119 Current...Article d’analyse • Sep 07
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Mise à jour du récit • Aug 27
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.Article d’analyse • Aug 24
Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?
Taylor Morrison Home Corporation ( NYSE:TMHC ), is not the largest company out there, but it received a lot of...Article d’analyse • Jul 20
Insufficient Growth At Taylor Morrison Home Corporation (NYSE:TMHC) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 6.9x Taylor Morrison Home Corporation ( NYSE:TMHC ) may be sending very...Article d’analyse • Jun 19
These 4 Measures Indicate That Taylor Morrison Home (NYSE:TMHC) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 16
Taylor Morrison Home: Buying This Dip Makes Sense
Summary Recent months have not been kind to Taylor Morrison Home Corporation, even as the company continues to grow and trade on the cheap. The firm has seen strong financial performance with revenue up 16.7%, net income rising from $172.6M to $242.5M, and significant operating cash flow improvements. Concerns include a drop in backlog homes, rising cancellation rates, and potential labor shortages, but net new orders and share buybacks indicate confidence. Shares are attractively priced, making Taylor Morrison Home Corporation a compelling opportunity, despite market uncertainties and potential economic challenges. Read the full article on Seeking AlphaSeeking Alpha • Sep 01
Taylor Morrison Home Corporation: Despite Weaknesses, Picture For The Business Is Bullish
Summary Taylor Morrison Home Corporation has seen significant stock appreciation despite mediocre financial performance, driven by undervaluation and a growing backlog of home orders. Revenue, profits, and cash flows have declined due to high interest rates impacting home prices, but the company remains attractively priced compared to peers. Improved cancellation rates and a potential future cut in interest rates could boost housing demand and home prices, supporting a continued 'buy' rating. Read the full article on Seeking Alpha
Nouveau récit • Aug 28
Sustaining Growth In Shifting Housing Markets
Diversified consumer and geographic strategies, and a commitment to affordable financing options, are set to stabilize demand and enhance revenue.Seeking Alpha • May 26
Taylor Morrison Home Corporation: After Rising Through The Roof, Shares Offer Additional Upside
Summary Taylor Morrison Home Corporation shares have outperformed the broader market, up 26.3% since August 2023 and 101.6% since January 2022. Despite mixed financial performance, shares of Taylor Morrison still appear attractive on an absolute and relative basis. Positive indicators, such as net new orders and lower cancellation rates, suggest that demand for homes is increasing, benefiting the company and its investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Taylor Morrison Home: Fairly Priced As Momentum Builds For 2025
Summary Taylor Morrison Home Corporation's stock has seen a 54% increase due to a bounce back from a low valuation. The company's guidance for 2024 shows modest growth in home closings and a shift towards more affordable homes. Until evidence supports guidance for strong growth in 2025, TMHC stock looks fairly priced. Read the full article on Seeking AlphaRendement pour les actionnaires
| TMHC | US Consumer Durables | US Marché | |
|---|---|---|---|
| 7D | 1.2% | 2.3% | -0.3% |
| 1Y | 0.5% | 6.1% | 26.7% |
Rendement vs Industrie: TMHC a dépassé le secteur US Consumer Durables qui a rapporté 6.1 % au cours de l'année écoulée.
Rendement vs marché: TMHC a sous-performé le marché US qui a rapporté 26.7 % au cours de l'année écoulée.
Volatilité des prix
| TMHC volatility | |
|---|---|
| TMHC Average Weekly Movement | 4.8% |
| Consumer Durables Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: TMHC n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de TMHC ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1936 | 2,800 | Sheryl Palmer | www.taylormorrison.com |
Taylor Morrison Home Corporation, avec ses filiales, est un constructeur de maisons et un promoteur immobilier aux États-Unis. Elle conçoit, construit et vend des maisons individuelles et multifamiliales, individuelles et individuelles, sur des marchés destinés à des acheteurs débutants, à des acheteurs de niveau supérieur et à des acheteurs de style de vie de villégiature, sous les marques Taylor Morrison et Esplanade, et développe des communautés de style de vie et des communautés planifiées avec des maisons individuelles et multifamiliales, individuelles et individuelles. L'entreprise est également impliquée dans la construction de maisons à louer sous la marque Yardly, ainsi que dans la fourniture de services financiers, d'assurance-titre et de services de règlement des transactions.
Taylor Morrison Home Corporation Résumé des fondamentaux
| TMHC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$5.16b |
| Bénéfices(TTM) | US$667.66m |
| Recettes(TTM) | US$7.61b |
8.0x
Ratio P/E0.7x
Ratio P/SLe site TMHC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TMHC compte de résultat (TTM) | |
|---|---|
| Recettes | US$7.61b |
| Coût des recettes | US$5.79b |
| Marge brute | US$1.72b |
| Autres dépenses | US$1.05b |
| Les revenus | US$667.66m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 7.15 |
| Marge brute | 22.61% |
| Marge bénéficiaire nette | 8.77% |
| Ratio dettes/capitaux propres | 37.5% |
Quelles ont été les performances à long terme de TMHC?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 20:28 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Taylor Morrison Home Corporation est couverte par 19 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew Bouley | Barclays |
| Rafe Jadrosich | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |