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12.7%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更新なしすべての更新を表示Recent updatesDeclared Dividend • Apr 23Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 6th May 2026 Payment date: 14th May 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 22% 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 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.Buy Or Sell Opportunity • Apr 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €141. The fair value is estimated to be €114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.5%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Feb 26Now 23% overvaluedOver the last 90 days, the stock has fallen 4.3% to €133. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.Buy Or Sell Opportunity • Feb 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to €132. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.New Risk • Jan 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Declared Dividend • Jan 23Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 4th February 2026 Payment date: 12th February 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 22% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 21First quarter 2026 earnings released: EPS: US$2.04 (vs US$2.63 in 1Q 2025)First quarter 2026 results: EPS: US$2.04 (down from US$2.63 in 1Q 2025). Revenue: US$6.89b (down 9.5% from 1Q 2025). Net income: US$594.8m (down 30% from 1Q 2025). Profit margin: 8.6% (down from 11% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Italy.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.Buy Or Sell Opportunity • Jan 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to €131. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.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 StatesBuy Or Sell Opportunity • Nov 22Now 26% overvaluedOver the last 90 days, the stock has fallen 13% to €127. The fair value is estimated to be €101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.Reported Earnings • Oct 29Full year 2025 earnings released: EPS: US$11.62 (vs US$14.44 in FY 2024)Full year 2025 results: EPS: US$11.62 (down from US$14.44 in FY 2024). Revenue: US$34.3b (down 6.9% from FY 2024). Net income: US$3.59b (down 25% from FY 2024). Profit margin: 11% (down from 13% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Italy.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, 2026Buy Or Sell Opportunity • Oct 07Now 23% undervaluedOver the last 90 days, the stock has risen 21% to €139. The fair value is estimated to be €182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 6.4%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.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.Buy Or Sell Opportunity • Sep 22Now 20% undervaluedOver the last 90 days, the stock has risen 26% to €140. The fair value is estimated to be €175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 6.4%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.Recent Insider Transactions • Sep 10Executive Chairman recently sold €4.7m worth of stockOn the 5th of September, David Auld sold around 30k shares on-market at roughly €155 per share. This transaction amounted to 2.8% 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.Buy Or Sell Opportunity • Aug 28Now 21% undervaluedOver the last 90 days, the stock has risen 38% to €143. The fair value is estimated to be €180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 6.4%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.Board Change • Aug 20High 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.Upcoming Dividend • Jul 30Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 14 August 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (5.2%). Lower than average of industry peers (4.3%).Reported Earnings • Jul 23Third quarter 2025 earnings released: EPS: US$3.37 (vs US$4.12 in 3Q 2024)Third quarter 2025 results: EPS: US$3.37 (down from US$4.12 in 3Q 2024). Revenue: US$9.23b (down 7.4% from 3Q 2024). Net income: US$1.02b (down 24% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables industry in Italy.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, 2025Board Change • Jul 03High 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.業績と収益の成長予測BIT:1DHI - 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: 1DHIの予測収益成長率 (年間9.7% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1DHIの収益 ( 9.7% ) Italian市場 ( 10.9% ) よりも低い成長が予測されています。高成長収益: 1DHI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: 1DHIの収益 ( 7% ) Italian市場 ( 5.8% ) 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: 1DHI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: 1DHI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2026/05/22 00:08終値2026/05/22 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。39 アナリスト機関Christopher GrajaArgus Research CompanyStephen KimBarclaysMatthew BouleyBarclays36 その他のアナリストを表示
Declared Dividend • Apr 23Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 6th May 2026 Payment date: 14th May 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 22% 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 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
Buy Or Sell Opportunity • Apr 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €141. The fair value is estimated to be €114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.5%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Feb 26Now 23% overvaluedOver the last 90 days, the stock has fallen 4.3% to €133. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
Buy Or Sell Opportunity • Feb 03Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.6% to €132. The fair value is estimated to be €109, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.9%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
New Risk • Jan 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Declared Dividend • Jan 23Dividend of US$0.45 announcedShareholders will receive a dividend of US$0.45. Ex-date: 4th February 2026 Payment date: 12th February 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (15% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 22% 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 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 21First quarter 2026 earnings released: EPS: US$2.04 (vs US$2.63 in 1Q 2025)First quarter 2026 results: EPS: US$2.04 (down from US$2.63 in 1Q 2025). Revenue: US$6.89b (down 9.5% from 1Q 2025). Net income: US$594.8m (down 30% from 1Q 2025). Profit margin: 8.6% (down from 11% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Durables industry in Italy.
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.
Buy Or Sell Opportunity • Jan 09Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to €131. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.7% per annum over the same time period.
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
Buy Or Sell Opportunity • Nov 22Now 26% overvaluedOver the last 90 days, the stock has fallen 13% to €127. The fair value is estimated to be €101, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 8.2%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 7.9% per annum over the same time period.
Reported Earnings • Oct 29Full year 2025 earnings released: EPS: US$11.62 (vs US$14.44 in FY 2024)Full year 2025 results: EPS: US$11.62 (down from US$14.44 in FY 2024). Revenue: US$34.3b (down 6.9% from FY 2024). Net income: US$3.59b (down 25% from FY 2024). Profit margin: 11% (down from 13% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Durables industry in Italy.
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
Buy Or Sell Opportunity • Oct 07Now 23% undervaluedOver the last 90 days, the stock has risen 21% to €139. The fair value is estimated to be €182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 6.4%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.
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.
Buy Or Sell Opportunity • Sep 22Now 20% undervaluedOver the last 90 days, the stock has risen 26% to €140. The fair value is estimated to be €175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 6.4%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.
Recent Insider Transactions • Sep 10Executive Chairman recently sold €4.7m worth of stockOn the 5th of September, David Auld sold around 30k shares on-market at roughly €155 per share. This transaction amounted to 2.8% 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.
Buy Or Sell Opportunity • Aug 28Now 21% undervaluedOver the last 90 days, the stock has risen 38% to €143. The fair value is estimated to be €180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 6.4%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.
Board Change • Aug 20High 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.
Upcoming Dividend • Jul 30Upcoming dividend of US$0.40 per shareEligible shareholders must have bought the stock before 06 August 2025. Payment date: 14 August 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (5.2%). Lower than average of industry peers (4.3%).
Reported Earnings • Jul 23Third quarter 2025 earnings released: EPS: US$3.37 (vs US$4.12 in 3Q 2024)Third quarter 2025 results: EPS: US$3.37 (down from US$4.12 in 3Q 2024). Revenue: US$9.23b (down 7.4% from 3Q 2024). Net income: US$1.02b (down 24% from 3Q 2024). Profit margin: 11% (down from 14% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables industry in Italy.
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
Board Change • Jul 03High 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.