NYSE:TMHCConsumer Durables
What Taylor Morrison Home (TMHC)'s BofA Downgrade on 2026 Delivery Concerns Means For Shareholders
In the past few days, BofA Securities downgraded Taylor Morrison Home to Neutral from Buy, citing sector pressures from employment, inflation, and heightened competition that could weigh on the builder’s 2026 earnings.
This reassessment contrasts with management’s earlier plans for over 100 new community openings in 2026 and targeted closings growth supported by ongoing share repurchases.
Next, we’ll examine how BofA’s concerns over weaker 2026 home deliveries could reshape Taylor Morrison...