Hovnanian Enterprises Gestione
Criteri Gestione verificati 3/4
Hovnanian Enterprises Il CEO è Ara Hovnanian, nominato in Jul1997, e ha un mandato di 29.08 anni. la retribuzione annua totale è $ 13.65M, composta da 8.5% di stipendio e 91.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 17.58% delle azioni della società, per un valore di $ 127.26M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.2 anni e 20.4 anni.
Informazioni chiave
Ara Hovnanian
Amministratore delegato
US$13.7m
Compenso totale
| Percentuale dello stipendio del CEO | 8.45% |
| Mandato del CEO | 29.1yrs |
| Proprietà del CEO | 17.6% |
| Durata media del management | 2.2yrs |
| Durata media del Consiglio di amministrazione | 20.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Aug 04
Hovnanian Enterprises: I've Found A Better Home For My Money
Summary Hovnanian Enterprises (HOV) is downgraded from 'strong buy' to 'buy' after strong gains, reflecting rising caution amid deteriorating housing and macro conditions. HOV's Q2 revenue fell to $667.6M on an 11.8% drop in homes closed, with profitability pressured by increased incentives and shrinking margins. Net leverage is rising, cancellation rates increased to 21%, and analysts expect further revenue and profit declines in upcoming quarters. Despite attractive valuation multiples, I am exiting my position and will monitor Q3 results, especially leverage, cash flow, and management's recession strategy. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 22
HOV: Future Returns Will Depend On Bearish Multiple Reset After Cautious Guidance
Analysts have trimmed their fair value price target for Hovnanian Enterprises to $74.00, reflecting a more cautious view that incorporates slightly lower profit margin assumptions, a reduced future P/E multiple, and a recent bearish initiation of coverage. What's in the News for Hovnanian Enterprises Hovnanian Enterprises issued earnings guidance for the third quarter of fiscal 2026, projecting total revenues in a range of $650 million to $750 million.Aggiornamento narrativa • Jun 05
HOV: Future Returns Will Depend On Bearish Multiple Reset Risk
Analysts have adjusted their price target on Hovnanian Enterprises to $74.00. This reflects updated assumptions for a smaller revenue decline, slightly better profit margins, and a lower future P/E multiple, while incorporating a recent bearish initiation from Citizens into their overall outlook.Aggiornamento narrativa • May 13
HOV: Future Returns Will Depend On Margin Durability Concerns
Analysts trimmed their price target on Hovnanian Enterprises to $74.00, reflecting a slightly higher assumed discount rate, a lower projected profit margin, and a modestly higher future P/E multiple in line with a recent bearish initiation that highlights more cautious expectations for the stock. Analyst Commentary Recent research around Hovnanian Enterprises leans cautious, with the trimmed US$74.00 price target aligned with a bearish initiation that questions how durable margins and valuation are from here.Articolo di analisi • May 06
Should You Investigate Hovnanian Enterprises, Inc. (NYSE:HOV) At US$106?
While Hovnanian Enterprises, Inc. ( NYSE:HOV ) might not have the largest market cap around , it saw significant share...Aggiornamento narrativa • Apr 26
HOV: Future Returns Will Depend On Antitrust Probe And Margin Pressure
Analysts have trimmed their price target on Hovnanian Enterprises, citing a more cautious view on profit margins and valuation multiples, consistent with a recent bearish initiation on the stock. Analyst Commentary Bullish Takeaways Bullish analysts highlight that any moderation in profit expectations may already be reflected in the stock, which could limit further downside if execution stays in line with current assumptions.Aggiornamento narrativa • Apr 11
HOV: Bearish Outlook Will Hinge On Potential Antitrust Probe Risk
Analysts cut their price target on Hovnanian Enterprises from $120 to $74, citing more cautious assumptions for revenue growth, profit margins, the discount rate, and future P/E following recent bearish Street research. Analyst Commentary Bullish Takeaways Bullish analysts see room for execution upside if Hovnanian converts its revenue pipeline into steady closings, which could support the revised P/E assumptions despite the lower price target.Articolo di analisi • Jan 27
Is Hovnanian Enterprises (NYSE:HOV) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Jan 02
What You Can Learn From Hovnanian Enterprises, Inc.'s (NYSE:HOV) P/S After Its 27% Share Price Crash
Hovnanian Enterprises, Inc. ( NYSE:HOV ) shareholders that were waiting for something to happen have been dealt a blow...Articolo di analisi • Oct 31
Investors Met With Slowing Returns on Capital At Hovnanian Enterprises (NYSE:HOV)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Articolo di analisi • Aug 20
Is Hovnanian Enterprises (NYSE:HOV) A Risky Investment?
NYSE:HOV 1 Year Share Price vs Fair Value Explore Hovnanian Enterprises's Fair Values from the Community and select...Articolo di analisi • Jul 19
Hovnanian Enterprises (NYSE:HOV) Shareholders Will Want The ROCE Trajectory To Continue
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Articolo di analisi • Jul 02
There's No Escaping Hovnanian Enterprises, Inc.'s (NYSE:HOV) Muted Earnings Despite A 26% Share Price Rise
Hovnanian Enterprises, Inc. ( NYSE:HOV ) shares have had a really impressive month, gaining 26% after a shaky period...Articolo di analisi • May 14
Hovnanian Enterprises, Inc. (NYSE:HOV) Shares Fly 25% But Investors Aren't Buying For Growth
Those holding Hovnanian Enterprises, Inc. ( NYSE:HOV ) shares would be relieved that the share price has rebounded 25...Seeking Alpha • Apr 11
Hovnanian Enterprises: Cheap With Plenty Of Caveats
Summary Hovnanian Enterprises' stock has dropped over 35% in 2025 due to industry headwinds like high mortgage rates, low affordability, and new tariffs on building materials. Despite the selloff, Hovnanian trades at a very low P/E and is below book value, but increasing incentives and gross margins both bear watching. It is time to buy the dip in this home builder? An analysis of Hovnanian Enterprises follows in the paragraphs below. Read the full article on Seeking AlphaArticolo di analisi • Mar 31
The Return Trends At Hovnanian Enterprises (NYSE:HOV) Look Promising
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Nuova narrativa • Mar 18
Heavy Reliance On Mortgage Rate Buydowns Will Compress Future Margins
Expanding community count could pressure margins if revenue growth lags behind rising SG&A expenses and land development costs.Articolo di analisi • Feb 28
One Hovnanian Enterprises, Inc. (NYSE:HOV) Analyst Just Made A Major Cut To Next Year's Estimates
One thing we could say about the covering analyst on Hovnanian Enterprises, Inc. ( NYSE:HOV ) - they aren't optimistic...Articolo di analisi • Feb 27
Hovnanian Enterprises, Inc.'s (NYSE:HOV) 27% Dip In Price Shows Sentiment Is Matching Earnings
Unfortunately for some shareholders, the Hovnanian Enterprises, Inc. ( NYSE:HOV ) share price has dived 27% in the last...Articolo di analisi • Feb 03
Does Hovnanian Enterprises (NYSE:HOV) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Dec 26
Impressive Earnings May Not Tell The Whole Story For Hovnanian Enterprises (NYSE:HOV)
Investors were disappointed with Hovnanian Enterprises, Inc.'s ( NYSE:HOV ) earnings, despite the strong profit...Articolo di analisi • Dec 22
Earnings Working Against Hovnanian Enterprises, Inc.'s (NYSE:HOV) Share Price Following 26% Dive
Unfortunately for some shareholders, the Hovnanian Enterprises, Inc. ( NYSE:HOV ) share price has dived 26% in the last...Articolo di analisi • Dec 06
Hovnanian Enterprises (NYSE:HOV) Is Looking To Continue Growing Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Articolo di analisi • Aug 18
These 4 Measures Indicate That Hovnanian Enterprises (NYSE:HOV) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jul 21
There's No Escaping Hovnanian Enterprises, Inc.'s (NYSE:HOV) Muted Earnings Despite A 27% Share Price Rise
The Hovnanian Enterprises, Inc. ( NYSE:HOV ) share price has done very well over the last month, posting an excellent...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$24m |
| Jan 31 2026 | n/a | n/a | US$44m |
| Oct 31 2025 | US$14m | US$1m | US$51m |
| Jul 31 2025 | n/a | n/a | US$144m |
| Apr 30 2025 | n/a | n/a | US$199m |
| Jan 31 2025 | n/a | n/a | US$228m |
| Oct 31 2024 | US$13m | US$1m | US$223m |
| Jul 31 2024 | n/a | n/a | US$221m |
| Apr 30 2024 | n/a | n/a | US$202m |
| Jan 31 2024 | n/a | n/a | US$185m |
| Oct 31 2023 | US$9m | US$1m | US$179m |
| Jul 31 2023 | n/a | n/a | US$146m |
| Apr 30 2023 | n/a | n/a | US$168m |
| Jan 31 2023 | n/a | n/a | US$190m |
| Oct 31 2022 | US$17m | US$1m | US$195m |
| Jul 31 2022 | n/a | n/a | US$191m |
| Apr 30 2022 | n/a | n/a | US$163m |
| Jan 31 2022 | n/a | n/a | US$553m |
| Oct 31 2021 | US$12m | US$1m | US$550m |
| Jul 31 2021 | n/a | n/a | US$538m |
| Apr 30 2021 | n/a | n/a | US$509m |
| Jan 31 2021 | n/a | n/a | US$73m |
| Oct 31 2020 | US$9m | US$1m | US$46m |
| Jul 31 2020 | n/a | n/a | US$8m |
| Apr 30 2020 | n/a | n/a | -US$14m |
| Jan 31 2020 | n/a | n/a | -US$34m |
| Oct 31 2019 | US$6m | US$1m | -US$42m |
Compensazione vs Mercato: La retribuzione totale di Ara ($USD 13.65M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.54M ).
Compensazione vs guadagni: La retribuzione di Ara è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Ara Hovnanian (69 yo)
29.1yrs
Mandato
US$13,654,756
Compensazione
Mr. Ara K. Hovnanian has been the Chief Executive Officer of Hovnanian Enterprises, Inc. since July 1997 and had been its President since April 1988 until October 31, 2025. Mr. Hovnanian has been Chairman...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 29.1yrs | US$13.65m | 17.58% $ 127.3m | |
| President | less than a year | US$3.23m | 2.23% $ 16.1m | |
| Chief Financial Officer | 2.8yrs | US$3.24m | 0.70% $ 5.1m | |
| Chief Operating Officer | less than a year | US$4.63m | 0.54% $ 3.9m | |
| Vice President of Investor Relations | 21.8yrs | Nessun dato | Nessun dato | |
| VP, Corporate Counsel & Secretary | no data | Nessun dato | Nessun dato | |
| Group President | no data | Nessun dato | Nessun dato | |
| Treasurer | 1.6yrs | Nessun dato | Nessun dato |
2.2yrs
Durata media
57.5yo
Età media
Gestione esperta: Il team dirigenziale di HOV è considerato esperto (durata media dell'incarico 2.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman of the Board | 44.7yrs | US$13.65m | 17.58% $ 127.3m | |
| Lead Independent Director | 23.9yrs | US$406.47k | 0.019% $ 134.9k | |
| Independent Director | 20.4yrs | US$358.47k | 0.53% $ 3.8m | |
| Director | 29.6yrs | US$278.48k | 3.33% $ 24.1m | |
| Independent Director | 20.4yrs | US$300.98k | 0.66% $ 4.7m | |
| Independent Director | 13.4yrs | US$295.98k | 0.44% $ 3.1m | |
| Independent Director | 8.2yrs | US$295.98k | 0.31% $ 2.2m | |
| Independent Director | 4.6yrs | US$296.48k | 0.096% $ 694.0k |
20.4yrs
Durata media
72.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di HOV è composto da personale esperto e esperto (durata media dell'incarico 20.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 11:06 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/07/31 |
| Utili annuali | 2025/10/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Hovnanian Enterprises, Inc. è coperta da 10 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Megan Talbott McGrath | Barclays |
| Jonathan Ellis | BofA Global Research |
| Jay McCanless | Citizens JMP Securities, LLC |