Taylor Morrison Home Corporation

NYSE:TMHC Stock Report

Market Cap: US$5.7b

Taylor Morrison Home Management

Management criteria checks 4/4

Taylor Morrison Home's CEO is Sheryl Palmer, appointed in Nov 2012, has a tenure of 13.5 years. total yearly compensation is $10.08M, comprised of 10.7% salary and 89.3% bonuses, including company stock and options. directly owns 0.31% of the company’s shares, worth $17.44M. The average tenure of the management team and the board of directors is 7.3 years and 7.8 years respectively.

Key information

Sheryl Palmer

Chief executive officer

US$10.1m

Total compensation

CEO salary percentage10.67%
CEO tenure13.5yrs
CEO ownership0.3%
Management average tenure7.3yrs
Board average tenure7.8yrs

Recent management updates

Recent updates

TMHC: Long Term Closing Run Rate Aims And Buybacks Will Shape Future Multiple

Analysts have trimmed the consolidated price target for Taylor Morrison Home to about $70.11 from roughly $70.67. This reflects slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E, even as several recent target increases have occurred alongside a downgrade and target cuts from other firms.

TMHC: Long Term Closing Run Rate Ambitions Will Support Multiple Re Rating

Narrative Update Analysts have trimmed their price expectations for Taylor Morrison Home, with the updated fair value estimate moving from about $73.63 to roughly $70.67 as they factor in slightly higher discount rates, modestly softer revenue assumptions, and a lower future P/E multiple, partly offset by a small improvement in expected profit margin. Analyst Commentary Recent Street research on Taylor Morrison Home shows a mix of optimism around the company’s long term plans and caution around nearer term earnings risk and valuation assumptions.

TMHC: Buyer Mix And Margin Resilience Will Support Re Rating Potential

Analysts have raised their average price target on Taylor Morrison Home by $6. They suggest the stock's previous valuation discount may be overly severe, even as they continue to highlight ongoing risks related to earnings and housing affordability.

Taylor Morrison Remains A Solid Candidate For The Seasonal Trade On Home Builders

Feb 26

TMHC: Fair Value View Balances EPS Risk And Peer Discount Potential

Narrative Update Analysts have nudged their price target on Taylor Morrison Home to about $73.63. This reflects updated assumptions on discount rates, revenue trends, profit margins, and a higher future P/E, supported by recent research that highlights both EPS risk and an unwarranted valuation discount versus peers.

The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising

Feb 01
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising

Cautious Land Investment And Rental Expansion Will Constrain Margins Yet Keep Outlook Balanced

Catalysts About Taylor Morrison Home Taylor Morrison Home is a U.S. homebuilder focused on entry level, move up and resort lifestyle buyers, along with single family rental communities through its Yardly platform. What are the underlying business or industry changes driving this perspective?

TMHC: Share Repurchases Will Support Future Earnings Power And Capital Returns

Analysts kept their price target for Taylor Morrison Home steady at US$73.00, citing updated assumptions that include a slightly higher discount rate and a modestly higher future P/E multiple to reflect their current view of the stock’s risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Taylor Morrison Home repurchased 1,277,533 shares for US$83.03 million, representing 1.29% of its shares.

Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?

Jan 02
Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?

TMHC: Share Repurchases Will Support Earnings Power Amid Modest Margin Pressure

Analysts have trimmed their price target on Taylor Morrison Home by 1.7 percent, from 74.25 dollars to 73.00 dollars, citing slightly higher discount rates, marginally lower profit margin expectations, and a modestly reduced future price to earnings multiple. What's in the News Taylor Morrison Home completed a share repurchase tranche between July 1, 2025 and September 30, 2025, buying back 1,277,533 shares, or about 1.29 percent of its outstanding stock, for 83.03 million dollars (Key Developments) Under the buyback program announced on October 23, 2024, the company has now repurchased a total of 6,473,036 shares, representing roughly 6.39 percent of its share base, for an aggregate 399.01 million dollars (Key Developments) Valuation Changes Fair Value Estimate, reduced slightly from 74.25 dollars to 73.00 dollars, reflecting a modestly lower projected intrinsic value per share.

TMHC: Sector Tailwinds Will Support Earnings Power Despite Limited Fed Cut Impact

Analysts have modestly increased their fair value estimate for Taylor Morrison Home to $74.25 from $73.63, citing updated price targets that reflect supportive sector dynamics, despite expectations that the recent Fed rate cut will not materially alter near term housing market trends. Analyst Commentary Analyst commentary on Taylor Morrison Home reflects a broadly constructive stance on the company’s execution and earnings outlook, even as the macro backdrop for housing remains largely unchanged following the recent Fed rate cut.

TMHC: Recent Fed Cut Will Maintain Resilient Sector Performance Through Year End

Narrative Update on Taylor Morrison Home Analysts have raised their price target for Taylor Morrison Home by $3 to $75. They cite updated homebuilder sector valuations and expectations that recent changes in interest rates are unlikely to significantly shift the near-term housing market outlook.

TMHC: Recent Fed Rate Cut Will Support Near-Term Housing Demand

Narrative Update on Taylor Morrison Home Analysts have slightly lowered their fair value estimate for Taylor Morrison Home from $74.63 to $73.63. This change reflects updated views on market growth and profit expectations following recent industry assessments.

Analysts Adjust Taylor Morrison Home Outlook Amid Modest Valuation Decline and Buyback Activity

Analysts have modestly lowered their fair value estimate for Taylor Morrison Home to $74.63 from $76. This change is based on updated price targets and expectations that recent interest rate changes will have limited impact on the housing market's trajectory.

An Intrinsic Calculation For Taylor Morrison Home Corporation (NYSE:TMHC) Suggests It's 44% Undervalued

Oct 02
An Intrinsic Calculation For Taylor Morrison Home Corporation (NYSE:TMHC) Suggests It's 44% Undervalued

The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising

Sep 07
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising

Order Declines And Discounting Will Erode Future Performance

Despite a significantly lower consensus revenue growth forecast and a notable rise in future P/E, the consensus analyst price target for Taylor Morrison Home has increased from $72.52 to $76.00. What's in the News Repurchased 1,729,436 shares (1.72%) for $110.07 million from April 1 to June 30, 2025.

Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?

Aug 24
Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?

Insufficient Growth At Taylor Morrison Home Corporation (NYSE:TMHC) Hampers Share Price

Jul 20
Insufficient Growth At Taylor Morrison Home Corporation (NYSE:TMHC) Hampers Share Price

These 4 Measures Indicate That Taylor Morrison Home (NYSE:TMHC) Is Using Debt Reasonably Well

Jun 19
These 4 Measures Indicate That Taylor Morrison Home (NYSE:TMHC) Is Using Debt Reasonably Well

Taylor Morrison Home: Buying This Dip Makes Sense

Mar 16

Taylor Morrison Home Corporation: Despite Weaknesses, Picture For The Business Is Bullish

Sep 01
User avatar

Sustaining Growth In Shifting Housing Markets

Diversified consumer and geographic strategies, and a commitment to affordable financing options, are set to stabilize demand and enhance revenue.

Taylor Morrison Home Corporation: After Rising Through The Roof, Shares Offer Additional Upside

May 26

Taylor Morrison Home: Fairly Priced As Momentum Builds For 2025

Mar 11

CEO Compensation Analysis

How has Sheryl Palmer's remuneration changed compared to Taylor Morrison Home's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$668m

Dec 31 2025US$10mUS$1m

US$783m

Sep 30 2025n/an/a

US$851m

Jun 30 2025n/an/a

US$901m

Mar 31 2025n/an/a

US$907m

Dec 31 2024US$15mUS$1m

US$883m

Sep 30 2024n/an/a

US$813m

Jun 30 2024n/an/a

US$733m

Mar 31 2024n/an/a

US$768m

Dec 31 2023US$14mUS$1m

US$769m

Sep 30 2023n/an/a

US$872m

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$9mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$909m

Mar 31 2022n/an/a

US$742m

Dec 31 2021US$12mUS$1m

US$663m

Sep 30 2021n/an/a

US$485m

Jun 30 2021n/an/a

US$431m

Mar 31 2021n/an/a

US$373m

Dec 31 2020US$10mUS$1m

US$243m

Sep 30 2020n/an/a

US$204m

Jun 30 2020n/an/a

US$156m

Mar 31 2020n/an/a

US$172m

Dec 31 2019US$8mUS$1m

US$255m

Compensation vs Market: Sheryl's total compensation ($USD10.08M) is about average for companies of similar size in the US market ($USD8.56M).

Compensation vs Earnings: Sheryl's compensation has been consistent with company performance over the past year.

CEO

Sheryl Palmer (63 yo)

13.5yrs
Tenure
US$10,075,397
Compensation

Ms. Sheryl Denise Palmer is Independent Director of Carlisle Companies Incorporated from January 28, 2025. Since 2007, Ms. Palmer has overseen a highly experienced leadership team in several key national h...

Leadership Team

NamePositionTenureCompensationOwnership
Sheryl Palmer
Chairman13.5yrsUS$10.08m0.31%
$ 17.4m
Curt VanHyfte
Executive VP & CFO3yrsUS$3.33m0.031%
$ 1.7m
Todd Merrill
Executive VPless than a yearUS$1.76mno data
Erik Heuser
Executive VP & Chief Corporate Operations Officer6.3yrsno datano data
Joseph Terracciano
Chief Accounting Officer11.7yrsno data0.0012%
$ 69.8k
John Lucas
Chief Information Officerno datano datano data
Mackenzie Aron
Vice President of Investor Relationsno datano datano data
Stephanie McCarty
Chief Marketing & Communications Officer8.3yrsno datano data
Sandra Lamartine
Executive VP & Chief People Officerless than a yearno datano data
Tawn Kelley
Executive VP & President of Financial Services9.1yrsUS$2.50mno data
Steve Kempton
Area President of Eastno datano datano data
Dar Ahrens
Executive VP & West Area Presidentno datano datano data
7.3yrs
Average Tenure
54yo
Average Age

Experienced Management: TMHC's management team is seasoned and experienced (7.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Sheryl Palmer
Chairman13.5yrsUS$10.08m0.31%
$ 17.4m
David Merritt
Independent Director12.9yrsUS$309.99k0%
$ 0
Anne Mariucci
Independent Director12.2yrsUS$301.99k0.063%
$ 3.6m
Denise Warren
Independent Director7.8yrsUS$271.99k0.031%
$ 1.7m
Peter Lane
Lead Independent Director13.9yrsUS$331.99k0%
$ 0
Christopher Yip
Independent Director4.5yrsUS$273.12k0.012%
$ 664.0k
Amanda Whalen
Independent Directorless than a yearno datano data
Andrea Owen
Independent Director7.8yrsUS$271.99k0%
$ 0
Heather Ostis
Independent Director1.2yrsUS$245.82k0%
$ 0
7.8yrs
Average Tenure
60yo
Average Age

Experienced Board: TMHC's board of directors are considered experienced (7.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 02:50
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Taylor Morrison Home Corporation is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew BouleyBarclays
Rafe JadrosichBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)