View ValuationD.R. Horton 将来の成長Future 基準チェック /26D.R. Horton利益と収益がそれぞれ年間9.7%と7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.5% 14.5%なると予測されています。主要情報9.7%収益成長率14.49%EPS成長率Consumer Durables 収益成長19.7%収益成長率7.0%将来の株主資本利益率17.55%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • Jul 18+ 1 more updateD.R. Horton, Inc. Provides Consolidated Revenue Guidance for the Year 2024D.R. Horton, Inc. provided consolidated revenue guidance for the year 2024. for the year, the company expects consolidated revenues of approximately $36.8 billion to $37.2 billion.お知らせ • Nov 08+ 1 more updateD.R. Horton, Inc. Provides Consolidated Earnings Guidance for the Fiscal 2024D.R. Horton, Inc. provided consolidated earnings guidance for the fiscal 2024. For the year, company expects Consolidated revenues of approximately $36.0 billion to $37.0 billion.お知らせ • Jul 22+ 1 more updateD.R. Horton, Inc. Updates Consolidated Earnings Guidance for Fiscal 2023D.R. Horton, Inc. provided updated Consolidated earnings guidance for fiscal 2023. For the year, Consolidated revenues to be range from $34.7 billion to $35.1 billion.すべての更新を表示Recent updatesお知らせ • Apr 23+ 1 more updateD.R. Horton, Inc. Declares Quarterly Dividend, Payable on May 14, 2026D.R. Horton, Inc. declared a quarterly cash dividend of $0.45 per share payable on May 14, 2026 to stockholders of record on May 7, 2026.お知らせ • Jan 20+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on February 12, 2026D.R. Horton, Inc. paid cash dividends of $131.5 million during the first quarter of fiscal 2026, and subsequent to quarter end, declared a quarterly cash dividend of $0.45 per share payable on February 12, 2026 to stockholders of record on February 5, 2026.お知らせ • Dec 11D.R. Horton, Inc., Annual General Meeting, Jan 15, 2026D.R. Horton, Inc., Annual General Meeting, Jan 15, 2026. Location: 1341 horton circle, texas 76011, arlington United Statesお知らせ • Oct 28+ 2 more updatesD.R. Horton, Inc. Provides Dividend Guidance for the Fiscal Year 2026D.R. Horton, Inc. provided dividend guidance for the fiscal year 2026. for the year, the company expects Dividend payments of approximately $500 million.お知らせ • Oct 16+ 3 more updatesD.R. Horton, Inc. to Report Q2, 2026 Results on Apr 21, 2026D.R. Horton, Inc. announced that they will report Q2, 2026 results Pre-Market on Apr 21, 2026お知らせ • Sep 26Bayshore Investment Partners LLC acquired Laurel Lakes community consisting of 68 townhomes in Hillsborough County suburb of Seffner, Florida from D.R. Horton, Inc. (NYSE:DHI) for $18 million.Bayshore Investment Partners LLC acquired Laurel Lakes community consisting of 68 townhomes in Hillsborough County suburb of Seffner, Florida from D.R. Horton, Inc. (NYSE:DHI) for $18 million on September 19, 2025. The community was acquired from D.R. Horton for $265,000 per unit. Berkadia Miami secured $11.83 million in financing on behalf of Bayshore Investment Partners. Bayshore Investment Partners LLC completed the acquisition of Laurel Lakes community consisting of 68 townhomes in Hillsborough County suburb of Seffner, Florida from D.R. Horton, Inc. (NYSE:DHI) on September 19, 2025.お知らせ • Jul 22+ 2 more updatesD.R. Horton, Inc. to Report Q4, 2025 Results on Oct 28, 2025D.R. Horton, Inc. announced that they will report Q4, 2025 results Pre-Market on Oct 28, 2025お知らせ • Apr 18D.R. Horton, Inc. (NYSE:DHI) announces an Equity Buyback for $5,000 million worth of its shares.D.R. Horton, Inc. (NYSE:DHI) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares.お知らせ • Apr 17+ 2 more updatesD.R. Horton, Inc. to Report Q3, 2025 Results on Jul 22, 2025D.R. Horton, Inc. announced that they will report Q3, 2025 results Pre-Market on Jul 22, 2025お知らせ • Feb 14D.R. Horton, Inc. to Report Q2, 2025 Results on Apr 17, 2025D.R. Horton, Inc. announced that they will report Q2, 2025 results Pre-Market on Apr 17, 2025お知らせ • Jan 21+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on February 14, 2025D.R. Horton, Inc. announced that subsequent to quarter end, the company declared a quarterly cash dividend of $0.40 per common share that is payable on February 14, 2025 to stockholders of record on February 7, 2025.お知らせ • Dec 16D.R. Horton, Inc., Annual General Meeting, Jan 16, 2025D.R. Horton, Inc., Annual General Meeting, Jan 16, 2025. Location: 1341 horton circle, texas, 76011, arlington United Statesお知らせ • Dec 04D.R. Horton, Inc. to Report Q1, 2025 Final Results on Jan 21, 2025D.R. Horton, Inc. announced that they will report Q1, 2025 final results Pre-Market on Jan 21, 2025Declared Dividend • Nov 01Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 12th November 2024 Payment date: 19th November 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 29Full year 2024 earnings released: EPS: US$14.44 (vs US$13.93 in FY 2023)Full year 2024 results: EPS: US$14.44 (up from US$13.93 in FY 2023). Revenue: US$36.8b (up 3.8% from FY 2023). Net income: US$4.76b (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 29+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on November 19, 2024D.R. Horton, Inc. declared a quarterly cash dividend of $0.40 per common share, an increase of 33% compared to its most recent dividend paid. The dividend is payable on November 19, 2024 to stockholders of record on November 12, 2024.Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Elaine Crowley was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 28+ 1 more updateD.R. Horton, Inc. to Report Fiscal Year 2024 Results on Oct 29, 2024D.R. Horton, Inc. announced that they will report fiscal year 2024 results Pre-Market on Oct 29, 2024Declared Dividend • Jul 21Third quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 1st August 2024 Payment date: 8th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 19%.Reported Earnings • Jul 20Third quarter 2024 earnings released: EPS: US$4.12 (vs US$3.93 in 3Q 2023)Third quarter 2024 results: EPS: US$4.12 (up from US$3.93 in 3Q 2023). Revenue: US$9.97b (up 2.5% from 3Q 2023). Net income: US$1.35b (up 1.4% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 18+ 1 more updateD.R. Horton, Inc. Provides Consolidated Revenue Guidance for the Year 2024D.R. Horton, Inc. provided consolidated revenue guidance for the year 2024. for the year, the company expects consolidated revenues of approximately $36.8 billion to $37.2 billion.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €146, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €184 per share.お知らせ • May 31D.R. Horton, Inc. to Report Q3, 2024 Results on Jul 18, 2024D.R. Horton, Inc. announced that they will report Q3, 2024 results Pre-Market on Jul 18, 2024お知らせ • May 18D.R. Horton, Inc. Announces Demise of Donald R. Horton, Founder and Chairman of the Board of DirectorsD.R. Horton, Inc. announced the sudden passing of Donald R. Horton, the Company’s Founder and Chairman of the Board of Directors. David V. Auld, the Company’s Executive Vice Chairman, has been appointed by the Board to serve as Executive Chairman, effective immediately.Declared Dividend • Apr 23Second quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 1st May 2024 Payment date: 9th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 19+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on May 9, 2024D.R. Horton, Inc. declared quarterly cash dividend of $0.30 per common share that is payable on May 9, 2024 to stockholders of record on May 2, 2024.Reported Earnings • Apr 19Second quarter 2024 earnings released: EPS: US$3.54 (vs US$2.75 in 2Q 2023)Second quarter 2024 results: EPS: US$3.54 (up from US$2.75 in 2Q 2023). Revenue: US$9.11b (up 14% from 2Q 2023). Net income: US$1.17b (up 24% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 22Executive Vice Chair recently sold €3.6m worth of stockOn the 20th of March, David Auld sold around 25k shares on-market at roughly €144 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.お知らせ • Mar 13D.R. Horton, Inc. to Report Q2, 2024 Results on Apr 18, 2024D.R. Horton, Inc. announced that they will report Q2, 2024 results Pre-Market on Apr 18, 2024Upcoming Dividend • Jan 29Upcoming dividend of US$0.30 per share at 0.9% yieldEligible shareholders must have bought the stock before 05 February 2024. Payment date: 13 February 2024. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.5%).Declared Dividend • Jan 25First quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 5th February 2024 Payment date: 13th February 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 24First quarter 2024 earnings released: EPS: US$2.84 (vs US$2.79 in 1Q 2023)First quarter 2024 results: EPS: US$2.84. Revenue: US$7.73b (up 6.5% from 1Q 2023). Net income: US$947.4m (down 1.2% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.お知らせ • Jan 23D.R. Horton, Inc. Declares Cash Dividend, Payable on February 13, 2024D.R. Horton, Inc. declared quarterly cash dividend of $0.30 per common share that is payable on February 13, 2024 to stockholders of record on February 6, 2024.Recent Insider Transactions • Dec 19Independent Director recently sold €1.4m worth of stockOn the 14th of December, Bradley Anderson sold around 10k shares on-market at roughly €138 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.お知らせ • Dec 16D.R. Horton, Inc., Annual General Meeting, Jan 17, 2024D.R. Horton, Inc., Annual General Meeting, Jan 17, 2024, at 10:00 Central Standard Time. Location: 1341 Horton Circle Arlington Texas United States Agenda: To elect the eight directors; to consider the executive compensation; to consider advisory vote on the frequency of future advisory votes on executive compensation; to approve the D.R. Horton, Inc. 2024 Stock Incentive Plan; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal 2024; and to conduct other business properly brought before the meeting.お知らせ • Dec 09D.R. Horton, Inc. to Report Q1, 2024 Results on Jan 23, 2024D.R. Horton, Inc. announced that they will report Q1, 2024 results Pre-Market on Jan 23, 2024Upcoming Dividend • Nov 13Upcoming dividend of US$0.30 per share at 1.0% yieldEligible shareholders must have bought the stock before 20 November 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 7.2% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.1%).お知らせ • Nov 09D.R. Horton, Inc. (NYSE:DHI) announces an Equity Buyback for $1,500 million worth of its shares.D.R. Horton, Inc. (NYSE:DHI) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares. The repurchase program has no expiration date.お知らせ • Nov 08+ 1 more updateD.R. Horton, Inc. Provides Consolidated Earnings Guidance for the Fiscal 2024D.R. Horton, Inc. provided consolidated earnings guidance for the fiscal 2024. For the year, company expects Consolidated revenues of approximately $36.0 billion to $37.0 billion.Reported Earnings • Nov 08Full year 2023 earnings released: EPS: US$13.93 (vs US$16.66 in FY 2022)Full year 2023 results: EPS: US$13.93 (down from US$16.66 in FY 2022). Revenue: US$35.5b (up 5.9% from FY 2022). Net income: US$4.75b (down 19% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €109, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €164 per share.New Risk • Oct 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Sep 27+ 1 more updateD.R. Horton, Inc. to Report Q4, 2023 Results on Nov 07, 2023D.R. Horton, Inc. announced that they will report Q4, 2023 results Pre-Market on Nov 07, 2023お知らせ • Sep 21+ 1 more updateD.R. Horton, Inc. Announces Chief Executive Officer ChangesD.R. Horton, Inc. announced the promotion of Paul J. Romanowski to Chief Executive Officer, which will be effective October 1, 2023. At that time, David V. Auld will transition from his current role as CEO to Executive Vice Chair of the Company’s Board of Directors. Auld has been the Company's President and CEO since October 2014 and has led the Company to significant growth in revenues, market share, earnings, cash flow generation and returns to shareholders, while substantially increasing the company’s financial strength and flexibility. Romanowski was named Co-COO in October 2021 with shared oversight of the company’s homebuilding operations nationwide and previously served as Region President overseeing all D.R. Horton homebuilding divisions in Florida, the Gulf Coast and five Mid-Atlantic states. Murray has held the role of COO since October 2014 and has been vital to the successful expansion, improvement and diversification of D.R. Horton’s operations during his tenure.Upcoming Dividend • Jul 28Upcoming dividend of US$0.25 per share at 0.8% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.0%).お知らせ • Jul 22+ 1 more updateD.R. Horton, Inc. Updates Consolidated Earnings Guidance for Fiscal 2023D.R. Horton, Inc. provided updated Consolidated earnings guidance for fiscal 2023. For the year, Consolidated revenues to be range from $34.7 billion to $35.1 billion.Reported Earnings • Jul 20Third quarter 2023 earnings released: EPS: US$3.93 (vs US$4.70 in 3Q 2022)Third quarter 2023 results: EPS: US$3.93 (down from US$4.70 in 3Q 2022). Revenue: US$9.73b (up 11% from 3Q 2022). Net income: US$1.34b (down 19% from 3Q 2022). Profit margin: 14% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.お知らせ • Jul 06D.R. Horton, Inc. (NYSE:DHI) acquired Truland Homes, LLC for approximately $100 million.D.R. Horton, Inc. (NYSE:DHI) acquired Truland Homes, LLC for approximately $100 million on July 5, 2023. D.R. Horton plans to combine the Truland operations with its current D.R. Horton platforms in Baldwin County, Alabama and Northwest Florida. D.R. Horton, Inc. (NYSE:DHI) completed the acquisition of Truland Homes, LLC on July 5, 2023.お知らせ • Jun 25D.R. Horton, Inc.(NYSE:DHI) dropped from Russell 1000 Growth IndexD.R. Horton, Inc.(NYSE:DHI) dropped from Russell 1000 Growth Indexお知らせ • Jun 14D.R. Horton, Inc. to Report Q3, 2023 Results on Jul 20, 2023D.R. Horton, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 20, 2023Reported Earnings • Apr 21Second quarter 2023 earnings released: EPS: US$2.75 (vs US$4.07 in 2Q 2022)Second quarter 2023 results: EPS: US$2.75 (down from US$4.07 in 2Q 2022). Revenue: US$7.97b (flat on 2Q 2022). Net income: US$942.2m (down 34% from 2Q 2022). Profit margin: 12% (down from 18% in 2Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 37% per year.Recent Insider Transactions • Mar 14VP & Corporate Controller recently sold €91k worth of stockOn the 9th of March, Aron Odom sold around 1k shares on-market at roughly €90.91 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.お知らせ • Jan 31+ 1 more updateD.R. Horton, Inc. Appoints David V. Auld as Chief Executive OfficerEffective January 26, 2023, the D.R. Horton, Inc. Board of Directors (the “Board”) appointed David V. Auld, the Company’s President and Chief Executive Officer, to serve as a director on the Board. Mr. Auld’s appointment expands the size of the Board from six to seven directors, five of whom are independent directors. Mr. Auld, age 67, has served as the Company’s President and Chief Executive Officer since 2014 and was Executive Vice President and Chief Operating Officer from 2013 to 2014. He was a Region President overseeing the Company’s homebuilding operations in Florida, North and South Carolina, Georgia and Alabama from 2005 to 2013. Prior to that, Mr. Auld had been the Division President of the Company and its predecessor's Orlando Division since 1988. As a member of executive management, Mr. Auld will not receive any additional compensation for serving on the Board, and there are no arrangements or understandings between Mr. Auld and any other person pursuant to which Mr. Auld was selected as a director.Upcoming Dividend • Jan 30Upcoming dividend of US$0.25 per share at 1.0% yieldEligible shareholders must have bought the stock before 06 February 2023. Payment date: 14 February 2023. Payout ratio is a comfortable 5.7% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).Reported Earnings • Jan 25First quarter 2023 earnings released: EPS: US$2.79 (vs US$3.21 in 1Q 2022)First quarter 2023 results: EPS: US$2.79 (down from US$3.21 in 1Q 2022). Revenue: US$7.26b (up 2.9% from 1Q 2022). Net income: US$958.7m (down 16% from 1Q 2022). Profit margin: 13% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 15D.R. Horton, Inc. to Report Q1, 2023 Results on Jan 24, 2023D.R. Horton, Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 24, 2023お知らせ • Dec 14D.R. Horton, Inc., Annual General Meeting, Jan 18, 2023D.R. Horton, Inc., Annual General Meeting, Jan 18, 2023, at 10:00 Central Standard Time. Location: 1341 Horton Circle Arlington Texas United States Agenda: To elect the six directors named in proxy statement; to seek an advisory vote on the approval of executive compensation; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm; and to conduct other business properly brought before the meeting.Recent Insider Transactions • Dec 06Independent Director recently sold €165k worth of stockOn the 1st of December, Michael Buchanan sold around 2k shares on-market at roughly €82.39 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.Upcoming Dividend • Nov 24Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 5.4% and the cash payout ratio is 77%. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.2%).Reported Earnings • Nov 20Full year 2022 earnings released: EPS: US$16.66 (vs US$11.56 in FY 2021)Full year 2022 results: EPS: US$16.66 (up from US$11.56 in FY 2021). Revenue: US$33.5b (up 21% from FY 2021). Net income: US$5.86b (up 40% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Nov 16VP & Corporate Controller recently sold €107k worth of stockOn the 10th of November, Aron Odom sold around 1k shares on-market at roughly €82.28 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €155k. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Reported Earnings • Nov 10Full year 2022 earnings released: EPS: US$16.66 (vs US$11.56 in FY 2021)Full year 2022 results: EPS: US$16.66 (up from US$11.56 in FY 2021). Revenue: US$33.5b (up 21% from FY 2021). Net income: US$5.86b (up 40% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Sep 21Independent Director recently sold €155k worth of stockOn the 20th of September, Michael Buchanan sold around 2k shares on-market at roughly €71.58 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €380k. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.Recent Insider Transactions • Aug 03Independent Director recently sold €302k worth of stockOn the 2nd of August, Michael Hewatt sold around 4k shares on-market at roughly €75.58 per share. In the last 3 months, there was an even bigger sale from another insider worth €380k. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.Upcoming Dividend • Jul 27Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 5.6% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.7%).Recent Insider Transactions • Jul 26VP & Corporate Controller recently sold €380k worth of stockOn the 22nd of July, Aron Odom sold around 5k shares on-market at roughly €76.02 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.Reported Earnings • Jul 22Third quarter 2022 earnings released: EPS: US$4.70 (vs US$3.10 in 3Q 2021)Third quarter 2022 results: EPS: US$4.70 (up from US$3.10 in 3Q 2021). Revenue: US$8.79b (up 21% from 3Q 2021). Net income: US$1.65b (up 48% from 3Q 2021). Profit margin: 19% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.5%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €58.23, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.39 per share.Recent Insider Transactions • May 27Independent Director recently sold €124k worth of stockOn the 25th of May, Michael Hewatt sold around 2k shares on-market at roughly €63.65 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Upcoming Dividend • Apr 29Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 6.0% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (2.7%).Reported Earnings • Apr 27Second quarter 2022 earnings released: EPS: US$4.07 (vs US$2.57 in 2Q 2021)Second quarter 2022 results: EPS: US$4.07 (up from US$2.57 in 2Q 2021). Revenue: US$8.00b (up 24% from 2Q 2021). Net income: US$1.44b (up 55% from 2Q 2021). Profit margin: 18% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 9.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 22Independent Director recently sold €69k worth of stockOn the 21st of March, Barbara Allen sold around 919 shares on-market at roughly €74.81 per share. In the last 3 months, they made an even bigger sale worth €310k. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.Upcoming Dividend • Feb 09Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 16 February 2022. Payment date: 25 February 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.2%).Recent Insider Transactions • Feb 04Independent Director recently sold €310k worth of stockOn the 3rd of February, Barbara Allen sold around 4k shares on-market at roughly €77.43 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.8m more than they bought in the last 12 months.Reported Earnings • Feb 04First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: US$3.21 (up from US$2.17 in 1Q 2021). Revenue: US$7.05b (up 19% from 1Q 2021). Net income: US$1.14b (up 44% from 1Q 2021). Profit margin: 16% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 21%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測DB:HO2 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/202839,1813,899N/A3,16469/30/202735,8163,3202,5572,737149/30/202633,8653,0452,7252,977123/31/202633,3483,1733,4983,652N/A12/31/202533,5243,3353,4773,628N/A9/30/202534,2503,5853,2843,421N/A6/30/202534,5753,9632,7852,911N/A3/31/202535,3154,2922,7292,870N/A12/31/202436,6884,6542,8592,990N/A9/30/202436,8014,7562,0252,190N/A6/30/202437,3034,9832,0982,271N/A3/31/202437,0634,9642,2202,360N/A12/31/202335,9294,7343,1733,322N/A9/30/202335,4604,7464,1564,304N/A6/30/202334,5964,8683,2373,386N/A3/31/202333,6585,1812,7152,870N/A12/31/202233,6845,6751,4001,565N/A9/30/202233,4805,858414562N/A6/30/202231,9505,565-1496N/A3/31/202230,4465,032-281-145N/A12/31/202128,8944,526417612N/A9/30/202127,7744,176267534N/A6/30/202126,0653,666512798N/A3/31/202124,1713,1811,3311,662N/A12/31/202022,2242,7349751,283N/A9/30/202020,3112,3741,1351,422N/A6/30/202018,9502,0501,1171,400N/A3/31/202018,4661,894672959N/A12/31/201918,0951,763N/A1,151N/A9/30/201917,5931,619N/A892N/A6/30/201917,0591,579N/A319N/A3/31/201916,5881,558N/A182N/A12/31/201816,2541,558N/A247N/A9/30/201816,0681,460N/A545N/A6/30/201815,7221,307N/A932N/A3/31/201815,0631,143N/A477N/A12/31/201714,5201,021N/A393N/A9/30/201714,0911,038N/A440N/A6/30/201713,6731,009N/A344N/A3/31/201713,129970N/A455N/A12/31/201612,645936N/A591N/A9/30/201612,157886N/A624N/A6/30/201611,589842N/A600N/A3/31/201611,308813N/A896N/A12/31/201510,938766N/A828N/A9/30/201510,824751N/A700N/A6/30/201510,134678N/A101N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HO2の予測収益成長率 (年間9.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: HO2の収益 ( 9.7% ) German市場 ( 16.9% ) よりも低い成長が予測されています。高成長収益: HO2の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: HO2の収益 ( 7% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: HO2の収益 ( 7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HO2の 自己資本利益率 は、3年後には低くなると予測されています ( 17.5 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 22:41終値2026/05/21 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋D.R. Horton, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関Christopher GrajaArgus Research CompanyMatthew BouleyBarclaysStephen KimBarclays37 その他のアナリストを表示
お知らせ • Jul 18+ 1 more updateD.R. Horton, Inc. Provides Consolidated Revenue Guidance for the Year 2024D.R. Horton, Inc. provided consolidated revenue guidance for the year 2024. for the year, the company expects consolidated revenues of approximately $36.8 billion to $37.2 billion.
お知らせ • Nov 08+ 1 more updateD.R. Horton, Inc. Provides Consolidated Earnings Guidance for the Fiscal 2024D.R. Horton, Inc. provided consolidated earnings guidance for the fiscal 2024. For the year, company expects Consolidated revenues of approximately $36.0 billion to $37.0 billion.
お知らせ • Jul 22+ 1 more updateD.R. Horton, Inc. Updates Consolidated Earnings Guidance for Fiscal 2023D.R. Horton, Inc. provided updated Consolidated earnings guidance for fiscal 2023. For the year, Consolidated revenues to be range from $34.7 billion to $35.1 billion.
お知らせ • Apr 23+ 1 more updateD.R. Horton, Inc. Declares Quarterly Dividend, Payable on May 14, 2026D.R. Horton, Inc. declared a quarterly cash dividend of $0.45 per share payable on May 14, 2026 to stockholders of record on May 7, 2026.
お知らせ • Jan 20+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on February 12, 2026D.R. Horton, Inc. paid cash dividends of $131.5 million during the first quarter of fiscal 2026, and subsequent to quarter end, declared a quarterly cash dividend of $0.45 per share payable on February 12, 2026 to stockholders of record on February 5, 2026.
お知らせ • Dec 11D.R. Horton, Inc., Annual General Meeting, Jan 15, 2026D.R. Horton, Inc., Annual General Meeting, Jan 15, 2026. Location: 1341 horton circle, texas 76011, arlington United States
お知らせ • Oct 28+ 2 more updatesD.R. Horton, Inc. Provides Dividend Guidance for the Fiscal Year 2026D.R. Horton, Inc. provided dividend guidance for the fiscal year 2026. for the year, the company expects Dividend payments of approximately $500 million.
お知らせ • Oct 16+ 3 more updatesD.R. Horton, Inc. to Report Q2, 2026 Results on Apr 21, 2026D.R. Horton, Inc. announced that they will report Q2, 2026 results Pre-Market on Apr 21, 2026
お知らせ • Sep 26Bayshore Investment Partners LLC acquired Laurel Lakes community consisting of 68 townhomes in Hillsborough County suburb of Seffner, Florida from D.R. Horton, Inc. (NYSE:DHI) for $18 million.Bayshore Investment Partners LLC acquired Laurel Lakes community consisting of 68 townhomes in Hillsborough County suburb of Seffner, Florida from D.R. Horton, Inc. (NYSE:DHI) for $18 million on September 19, 2025. The community was acquired from D.R. Horton for $265,000 per unit. Berkadia Miami secured $11.83 million in financing on behalf of Bayshore Investment Partners. Bayshore Investment Partners LLC completed the acquisition of Laurel Lakes community consisting of 68 townhomes in Hillsborough County suburb of Seffner, Florida from D.R. Horton, Inc. (NYSE:DHI) on September 19, 2025.
お知らせ • Jul 22+ 2 more updatesD.R. Horton, Inc. to Report Q4, 2025 Results on Oct 28, 2025D.R. Horton, Inc. announced that they will report Q4, 2025 results Pre-Market on Oct 28, 2025
お知らせ • Apr 18D.R. Horton, Inc. (NYSE:DHI) announces an Equity Buyback for $5,000 million worth of its shares.D.R. Horton, Inc. (NYSE:DHI) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares.
お知らせ • Apr 17+ 2 more updatesD.R. Horton, Inc. to Report Q3, 2025 Results on Jul 22, 2025D.R. Horton, Inc. announced that they will report Q3, 2025 results Pre-Market on Jul 22, 2025
お知らせ • Feb 14D.R. Horton, Inc. to Report Q2, 2025 Results on Apr 17, 2025D.R. Horton, Inc. announced that they will report Q2, 2025 results Pre-Market on Apr 17, 2025
お知らせ • Jan 21+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on February 14, 2025D.R. Horton, Inc. announced that subsequent to quarter end, the company declared a quarterly cash dividend of $0.40 per common share that is payable on February 14, 2025 to stockholders of record on February 7, 2025.
お知らせ • Dec 16D.R. Horton, Inc., Annual General Meeting, Jan 16, 2025D.R. Horton, Inc., Annual General Meeting, Jan 16, 2025. Location: 1341 horton circle, texas, 76011, arlington United States
お知らせ • Dec 04D.R. Horton, Inc. to Report Q1, 2025 Final Results on Jan 21, 2025D.R. Horton, Inc. announced that they will report Q1, 2025 final results Pre-Market on Jan 21, 2025
Declared Dividend • Nov 01Fourth quarter dividend of US$0.40 announcedShareholders will receive a dividend of US$0.40. Ex-date: 12th November 2024 Payment date: 19th November 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 29Full year 2024 earnings released: EPS: US$14.44 (vs US$13.93 in FY 2023)Full year 2024 results: EPS: US$14.44 (up from US$13.93 in FY 2023). Revenue: US$36.8b (up 3.8% from FY 2023). Net income: US$4.76b (flat on FY 2023). Profit margin: 13% (in line with FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 29+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on November 19, 2024D.R. Horton, Inc. declared a quarterly cash dividend of $0.40 per common share, an increase of 33% compared to its most recent dividend paid. The dividend is payable on November 19, 2024 to stockholders of record on November 12, 2024.
Board Change • Sep 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Elaine Crowley was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 28+ 1 more updateD.R. Horton, Inc. to Report Fiscal Year 2024 Results on Oct 29, 2024D.R. Horton, Inc. announced that they will report fiscal year 2024 results Pre-Market on Oct 29, 2024
Declared Dividend • Jul 21Third quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 1st August 2024 Payment date: 8th August 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 19%.
Reported Earnings • Jul 20Third quarter 2024 earnings released: EPS: US$4.12 (vs US$3.93 in 3Q 2023)Third quarter 2024 results: EPS: US$4.12 (up from US$3.93 in 3Q 2023). Revenue: US$9.97b (up 2.5% from 3Q 2023). Net income: US$1.35b (up 1.4% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 18+ 1 more updateD.R. Horton, Inc. Provides Consolidated Revenue Guidance for the Year 2024D.R. Horton, Inc. provided consolidated revenue guidance for the year 2024. for the year, the company expects consolidated revenues of approximately $36.8 billion to $37.2 billion.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €146, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €184 per share.
お知らせ • May 31D.R. Horton, Inc. to Report Q3, 2024 Results on Jul 18, 2024D.R. Horton, Inc. announced that they will report Q3, 2024 results Pre-Market on Jul 18, 2024
お知らせ • May 18D.R. Horton, Inc. Announces Demise of Donald R. Horton, Founder and Chairman of the Board of DirectorsD.R. Horton, Inc. announced the sudden passing of Donald R. Horton, the Company’s Founder and Chairman of the Board of Directors. David V. Auld, the Company’s Executive Vice Chairman, has been appointed by the Board to serve as Executive Chairman, effective immediately.
Declared Dividend • Apr 23Second quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 1st May 2024 Payment date: 9th May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 19+ 1 more updateD.R. Horton, Inc. Declares Quarterly Cash Dividend, Payable on May 9, 2024D.R. Horton, Inc. declared quarterly cash dividend of $0.30 per common share that is payable on May 9, 2024 to stockholders of record on May 2, 2024.
Reported Earnings • Apr 19Second quarter 2024 earnings released: EPS: US$3.54 (vs US$2.75 in 2Q 2023)Second quarter 2024 results: EPS: US$3.54 (up from US$2.75 in 2Q 2023). Revenue: US$9.11b (up 14% from 2Q 2023). Net income: US$1.17b (up 24% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 22Executive Vice Chair recently sold €3.6m worth of stockOn the 20th of March, David Auld sold around 25k shares on-market at roughly €144 per share. This transaction amounted to 2.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
お知らせ • Mar 13D.R. Horton, Inc. to Report Q2, 2024 Results on Apr 18, 2024D.R. Horton, Inc. announced that they will report Q2, 2024 results Pre-Market on Apr 18, 2024
Upcoming Dividend • Jan 29Upcoming dividend of US$0.30 per share at 0.9% yieldEligible shareholders must have bought the stock before 05 February 2024. Payment date: 13 February 2024. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.5%).
Declared Dividend • Jan 25First quarter dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 5th February 2024 Payment date: 13th February 2024 Dividend yield will be 0.8%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 24First quarter 2024 earnings released: EPS: US$2.84 (vs US$2.79 in 1Q 2023)First quarter 2024 results: EPS: US$2.84. Revenue: US$7.73b (up 6.5% from 1Q 2023). Net income: US$947.4m (down 1.2% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Jan 23D.R. Horton, Inc. Declares Cash Dividend, Payable on February 13, 2024D.R. Horton, Inc. declared quarterly cash dividend of $0.30 per common share that is payable on February 13, 2024 to stockholders of record on February 6, 2024.
Recent Insider Transactions • Dec 19Independent Director recently sold €1.4m worth of stockOn the 14th of December, Bradley Anderson sold around 10k shares on-market at roughly €138 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.
お知らせ • Dec 16D.R. Horton, Inc., Annual General Meeting, Jan 17, 2024D.R. Horton, Inc., Annual General Meeting, Jan 17, 2024, at 10:00 Central Standard Time. Location: 1341 Horton Circle Arlington Texas United States Agenda: To elect the eight directors; to consider the executive compensation; to consider advisory vote on the frequency of future advisory votes on executive compensation; to approve the D.R. Horton, Inc. 2024 Stock Incentive Plan; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal 2024; and to conduct other business properly brought before the meeting.
お知らせ • Dec 09D.R. Horton, Inc. to Report Q1, 2024 Results on Jan 23, 2024D.R. Horton, Inc. announced that they will report Q1, 2024 results Pre-Market on Jan 23, 2024
Upcoming Dividend • Nov 13Upcoming dividend of US$0.30 per share at 1.0% yieldEligible shareholders must have bought the stock before 20 November 2023. Payment date: 28 November 2023. Payout ratio is a comfortable 7.2% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.1%).
お知らせ • Nov 09D.R. Horton, Inc. (NYSE:DHI) announces an Equity Buyback for $1,500 million worth of its shares.D.R. Horton, Inc. (NYSE:DHI) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares. The repurchase program has no expiration date.
お知らせ • Nov 08+ 1 more updateD.R. Horton, Inc. Provides Consolidated Earnings Guidance for the Fiscal 2024D.R. Horton, Inc. provided consolidated earnings guidance for the fiscal 2024. For the year, company expects Consolidated revenues of approximately $36.0 billion to $37.0 billion.
Reported Earnings • Nov 08Full year 2023 earnings released: EPS: US$13.93 (vs US$16.66 in FY 2022)Full year 2023 results: EPS: US$13.93 (down from US$16.66 in FY 2022). Revenue: US$35.5b (up 5.9% from FY 2022). Net income: US$4.75b (down 19% from FY 2022). Profit margin: 13% (down from 18% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year and the company’s share price has also increased by 24% per year.
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €109, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €164 per share.
New Risk • Oct 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Sep 27+ 1 more updateD.R. Horton, Inc. to Report Q4, 2023 Results on Nov 07, 2023D.R. Horton, Inc. announced that they will report Q4, 2023 results Pre-Market on Nov 07, 2023
お知らせ • Sep 21+ 1 more updateD.R. Horton, Inc. Announces Chief Executive Officer ChangesD.R. Horton, Inc. announced the promotion of Paul J. Romanowski to Chief Executive Officer, which will be effective October 1, 2023. At that time, David V. Auld will transition from his current role as CEO to Executive Vice Chair of the Company’s Board of Directors. Auld has been the Company's President and CEO since October 2014 and has led the Company to significant growth in revenues, market share, earnings, cash flow generation and returns to shareholders, while substantially increasing the company’s financial strength and flexibility. Romanowski was named Co-COO in October 2021 with shared oversight of the company’s homebuilding operations nationwide and previously served as Region President overseeing all D.R. Horton homebuilding divisions in Florida, the Gulf Coast and five Mid-Atlantic states. Murray has held the role of COO since October 2014 and has been vital to the successful expansion, improvement and diversification of D.R. Horton’s operations during his tenure.
Upcoming Dividend • Jul 28Upcoming dividend of US$0.25 per share at 0.8% yieldEligible shareholders must have bought the stock before 04 August 2023. Payment date: 14 August 2023. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.0%).
お知らせ • Jul 22+ 1 more updateD.R. Horton, Inc. Updates Consolidated Earnings Guidance for Fiscal 2023D.R. Horton, Inc. provided updated Consolidated earnings guidance for fiscal 2023. For the year, Consolidated revenues to be range from $34.7 billion to $35.1 billion.
Reported Earnings • Jul 20Third quarter 2023 earnings released: EPS: US$3.93 (vs US$4.70 in 3Q 2022)Third quarter 2023 results: EPS: US$3.93 (down from US$4.70 in 3Q 2022). Revenue: US$9.73b (up 11% from 3Q 2022). Net income: US$1.34b (down 19% from 3Q 2022). Profit margin: 14% (down from 19% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 27% per year.
お知らせ • Jul 06D.R. Horton, Inc. (NYSE:DHI) acquired Truland Homes, LLC for approximately $100 million.D.R. Horton, Inc. (NYSE:DHI) acquired Truland Homes, LLC for approximately $100 million on July 5, 2023. D.R. Horton plans to combine the Truland operations with its current D.R. Horton platforms in Baldwin County, Alabama and Northwest Florida. D.R. Horton, Inc. (NYSE:DHI) completed the acquisition of Truland Homes, LLC on July 5, 2023.
お知らせ • Jun 25D.R. Horton, Inc.(NYSE:DHI) dropped from Russell 1000 Growth IndexD.R. Horton, Inc.(NYSE:DHI) dropped from Russell 1000 Growth Index
お知らせ • Jun 14D.R. Horton, Inc. to Report Q3, 2023 Results on Jul 20, 2023D.R. Horton, Inc. announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Jul 20, 2023
Reported Earnings • Apr 21Second quarter 2023 earnings released: EPS: US$2.75 (vs US$4.07 in 2Q 2022)Second quarter 2023 results: EPS: US$2.75 (down from US$4.07 in 2Q 2022). Revenue: US$7.97b (flat on 2Q 2022). Net income: US$942.2m (down 34% from 2Q 2022). Profit margin: 12% (down from 18% in 2Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 37% per year.
Recent Insider Transactions • Mar 14VP & Corporate Controller recently sold €91k worth of stockOn the 9th of March, Aron Odom sold around 1k shares on-market at roughly €90.91 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.
お知らせ • Jan 31+ 1 more updateD.R. Horton, Inc. Appoints David V. Auld as Chief Executive OfficerEffective January 26, 2023, the D.R. Horton, Inc. Board of Directors (the “Board”) appointed David V. Auld, the Company’s President and Chief Executive Officer, to serve as a director on the Board. Mr. Auld’s appointment expands the size of the Board from six to seven directors, five of whom are independent directors. Mr. Auld, age 67, has served as the Company’s President and Chief Executive Officer since 2014 and was Executive Vice President and Chief Operating Officer from 2013 to 2014. He was a Region President overseeing the Company’s homebuilding operations in Florida, North and South Carolina, Georgia and Alabama from 2005 to 2013. Prior to that, Mr. Auld had been the Division President of the Company and its predecessor's Orlando Division since 1988. As a member of executive management, Mr. Auld will not receive any additional compensation for serving on the Board, and there are no arrangements or understandings between Mr. Auld and any other person pursuant to which Mr. Auld was selected as a director.
Upcoming Dividend • Jan 30Upcoming dividend of US$0.25 per share at 1.0% yieldEligible shareholders must have bought the stock before 06 February 2023. Payment date: 14 February 2023. Payout ratio is a comfortable 5.7% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).
Reported Earnings • Jan 25First quarter 2023 earnings released: EPS: US$2.79 (vs US$3.21 in 1Q 2022)First quarter 2023 results: EPS: US$2.79 (down from US$3.21 in 1Q 2022). Revenue: US$7.26b (up 2.9% from 1Q 2022). Net income: US$958.7m (down 16% from 1Q 2022). Profit margin: 13% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 15D.R. Horton, Inc. to Report Q1, 2023 Results on Jan 24, 2023D.R. Horton, Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 24, 2023
お知らせ • Dec 14D.R. Horton, Inc., Annual General Meeting, Jan 18, 2023D.R. Horton, Inc., Annual General Meeting, Jan 18, 2023, at 10:00 Central Standard Time. Location: 1341 Horton Circle Arlington Texas United States Agenda: To elect the six directors named in proxy statement; to seek an advisory vote on the approval of executive compensation; to ratify the appointment of Ernst & Young LLP as independent registered public accounting firm; and to conduct other business properly brought before the meeting.
Recent Insider Transactions • Dec 06Independent Director recently sold €165k worth of stockOn the 1st of December, Michael Buchanan sold around 2k shares on-market at roughly €82.39 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months.
Upcoming Dividend • Nov 24Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 01 December 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 5.4% and the cash payout ratio is 77%. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.2%).
Reported Earnings • Nov 20Full year 2022 earnings released: EPS: US$16.66 (vs US$11.56 in FY 2021)Full year 2022 results: EPS: US$16.66 (up from US$11.56 in FY 2021). Revenue: US$33.5b (up 21% from FY 2021). Net income: US$5.86b (up 40% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Nov 16VP & Corporate Controller recently sold €107k worth of stockOn the 10th of November, Aron Odom sold around 1k shares on-market at roughly €82.28 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €155k. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Reported Earnings • Nov 10Full year 2022 earnings released: EPS: US$16.66 (vs US$11.56 in FY 2021)Full year 2022 results: EPS: US$16.66 (up from US$11.56 in FY 2021). Revenue: US$33.5b (up 21% from FY 2021). Net income: US$5.86b (up 40% from FY 2021). Profit margin: 18% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Sep 21Independent Director recently sold €155k worth of stockOn the 20th of September, Michael Buchanan sold around 2k shares on-market at roughly €71.58 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €380k. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 03Independent Director recently sold €302k worth of stockOn the 2nd of August, Michael Hewatt sold around 4k shares on-market at roughly €75.58 per share. In the last 3 months, there was an even bigger sale from another insider worth €380k. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.
Upcoming Dividend • Jul 27Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 03 August 2022. Payment date: 11 August 2022. Payout ratio is a comfortable 5.6% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.7%).
Recent Insider Transactions • Jul 26VP & Corporate Controller recently sold €380k worth of stockOn the 22nd of July, Aron Odom sold around 5k shares on-market at roughly €76.02 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
Reported Earnings • Jul 22Third quarter 2022 earnings released: EPS: US$4.70 (vs US$3.10 in 3Q 2021)Third quarter 2022 results: EPS: US$4.70 (up from US$3.10 in 3Q 2021). Revenue: US$8.79b (up 21% from 3Q 2021). Net income: US$1.65b (up 48% from 3Q 2021). Profit margin: 19% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.5%, compared to a 3.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €58.23, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 50% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €55.39 per share.
Recent Insider Transactions • May 27Independent Director recently sold €124k worth of stockOn the 25th of May, Michael Hewatt sold around 2k shares on-market at roughly €63.65 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Upcoming Dividend • Apr 29Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 18 May 2022. Payout ratio is a comfortable 6.0% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.0%). Lower than average of industry peers (2.7%).
Reported Earnings • Apr 27Second quarter 2022 earnings released: EPS: US$4.07 (vs US$2.57 in 2Q 2021)Second quarter 2022 results: EPS: US$4.07 (up from US$2.57 in 2Q 2021). Revenue: US$8.00b (up 24% from 2Q 2021). Net income: US$1.44b (up 55% from 2Q 2021). Profit margin: 18% (up from 14% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 21%, compared to a 9.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 22Independent Director recently sold €69k worth of stockOn the 21st of March, Barbara Allen sold around 919 shares on-market at roughly €74.81 per share. In the last 3 months, they made an even bigger sale worth €310k. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
Upcoming Dividend • Feb 09Upcoming dividend of US$0.23 per shareEligible shareholders must have bought the stock before 16 February 2022. Payment date: 25 February 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.2%).
Recent Insider Transactions • Feb 04Independent Director recently sold €310k worth of stockOn the 3rd of February, Barbara Allen sold around 4k shares on-market at roughly €77.43 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.8m more than they bought in the last 12 months.
Reported Earnings • Feb 04First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: EPS: US$3.21 (up from US$2.17 in 1Q 2021). Revenue: US$7.05b (up 19% from 1Q 2021). Net income: US$1.14b (up 44% from 1Q 2021). Profit margin: 16% (up from 13% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 21%, compared to a 7.2% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.