Taylor Morrison Home Yönetim
Yönetim kriter kontrolleri 4/4
Taylor Morrison Home CEO'su Sheryl Palmer, Nov2012 tarihinde atandı, in görev süresi 13.58 yıldır. in toplam yıllık tazminatı $ 10.08M olup, şirket hissesi ve opsiyonları dahil olmak üzere 10.7% maaş ve 89.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.5% ine doğrudan sahiptir ve bu hisseler $ 33.50M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 8.4 yıl ve 7.9 yıldır.
Anahtar bilgiler
Sheryl Palmer
İcra Kurulu Başkanı
US$10.1m
Toplam tazminat
| CEO maaş yüzdesi | 10.67% |
| CEO görev süresi | 13.6yrs |
| CEO sahipliği | 0.5% |
| Yönetim ortalama görev süresi | 8.4yrs |
| Yönetim Kurulu ortalama görev süresi | 7.9yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Jun 07
TMHC: Berkshire Takeout Terms And Earnings Execution Will Shape Future P E Multiple
Analysts have trimmed the fair value estimate for Taylor Morrison Home to about $66.43 from roughly $70.22. Recent research leans on the agreed $72.50 per share Berkshire Hathaway offer, with multiple firms shifting to neutral stances and focusing on deal terms rather than long term fundamentals.Seeking Alpha • Jun 02
Taylor Morrison Home Finds A Home At Berkshire Hathaway
Summary Taylor Morrison Home Corporation agreed to an all-cash buyout by Berkshire Hathaway at $72.50/share, a 23.9% premium. TMHC's valuation is fair given current housing market headwinds, but long-term upside may be sacrificed for immediate liquidity. I downgrade TMHC to 'hold' as the buyout premium leaves minimal remaining upside; the spread to deal price is only 1.2%. Berkshire Hathaway strengthens its building products segment, leveraging synergies and long-term housing demand despite current industry pressures. Read the full article on Seeking AlphaAnlatı Güncellemesi • May 13
TMHC: Long Term Closing Run Rate Progress Will Support Future P/E Multiple
Analyst fair value for Taylor Morrison Home has been nudged higher to $70.22 from $70.11, as recent price target revisions, including both increases and cuts across several firms, point to mixed views on growth, profitability and the appropriate P/E multiple for the stock. Analyst Commentary Recent Street research on Taylor Morrison Home highlights a split view on where the stock should trade, with some firms lifting price targets and others trimming them or lowering ratings.Anlatı Güncellemesi • Apr 25
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.Anlatı Güncellemesi • Apr 10
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.Anlatı Güncellemesi • Feb 28
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.Anlatı Güncellemesi • Feb 14
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.Analiz Makalesi • Feb 01
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Yeni Anlatı • Jan 25
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?Anlatı Güncellemesi • Jan 06
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.Analiz Makalesi • Jan 02
Are Investors Undervaluing Taylor Morrison Home Corporation (NYSE:TMHC) By 22%?
Key Insights The projected fair value for Taylor Morrison Home is US$75.92 based on 2 Stage Free Cash Flow to Equity...Anlatı Güncellemesi • Dec 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.Anlatı Güncellemesi • Dec 08
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.Anlatı Güncellemesi • Nov 24
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.Anlatı Güncellemesi • Nov 07
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.Anlatı Güncellemesi • Oct 23
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.Analiz Makalesi • Oct 02
An Intrinsic Calculation For Taylor Morrison Home Corporation (NYSE:TMHC) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Taylor Morrison Home fair value estimate is US$119 Current...Analiz Makalesi • Sep 07
The Return Trends At Taylor Morrison Home (NYSE:TMHC) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Anlatı Güncellemesi • Aug 27
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.Analiz Makalesi • Aug 24
Is Now The Time To Look At Buying Taylor Morrison Home Corporation (NYSE:TMHC)?
Taylor Morrison Home Corporation ( NYSE:TMHC ), is not the largest company out there, but it received a lot of...Analiz Makalesi • Jul 20
Insufficient Growth At Taylor Morrison Home Corporation (NYSE:TMHC) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 6.9x Taylor Morrison Home Corporation ( NYSE:TMHC ) may be sending very...Seeking Alpha • Mar 16
Taylor Morrison Home: Buying This Dip Makes Sense
Summary Recent months have not been kind to Taylor Morrison Home Corporation, even as the company continues to grow and trade on the cheap. The firm has seen strong financial performance with revenue up 16.7%, net income rising from $172.6M to $242.5M, and significant operating cash flow improvements. Concerns include a drop in backlog homes, rising cancellation rates, and potential labor shortages, but net new orders and share buybacks indicate confidence. Shares are attractively priced, making Taylor Morrison Home Corporation a compelling opportunity, despite market uncertainties and potential economic challenges. Read the full article on Seeking AlphaSeeking Alpha • Sep 01
Taylor Morrison Home Corporation: Despite Weaknesses, Picture For The Business Is Bullish
Summary Taylor Morrison Home Corporation has seen significant stock appreciation despite mediocre financial performance, driven by undervaluation and a growing backlog of home orders. Revenue, profits, and cash flows have declined due to high interest rates impacting home prices, but the company remains attractively priced compared to peers. Improved cancellation rates and a potential future cut in interest rates could boost housing demand and home prices, supporting a continued 'buy' rating. Read the full article on Seeking Alpha
Yeni Anlatı • Aug 28
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.Seeking Alpha • May 26
Taylor Morrison Home Corporation: After Rising Through The Roof, Shares Offer Additional Upside
Summary Taylor Morrison Home Corporation shares have outperformed the broader market, up 26.3% since August 2023 and 101.6% since January 2022. Despite mixed financial performance, shares of Taylor Morrison still appear attractive on an absolute and relative basis. Positive indicators, such as net new orders and lower cancellation rates, suggest that demand for homes is increasing, benefiting the company and its investors. Read the full article on Seeking AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$668m |
| Dec 31 2025 | US$10m | US$1m | US$783m |
| Sep 30 2025 | n/a | n/a | US$851m |
| Jun 30 2025 | n/a | n/a | US$901m |
| Mar 31 2025 | n/a | n/a | US$907m |
| Dec 31 2024 | US$15m | US$1m | US$883m |
| Sep 30 2024 | n/a | n/a | US$813m |
| Jun 30 2024 | n/a | n/a | US$733m |
| Mar 31 2024 | n/a | n/a | US$768m |
| Dec 31 2023 | US$14m | US$1m | US$769m |
| Sep 30 2023 | n/a | n/a | US$872m |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$9m | US$1m | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$909m |
| Mar 31 2022 | n/a | n/a | US$742m |
| Dec 31 2021 | US$12m | US$1m | US$663m |
| Sep 30 2021 | n/a | n/a | US$485m |
| Jun 30 2021 | n/a | n/a | US$431m |
| Mar 31 2021 | n/a | n/a | US$373m |
| Dec 31 2020 | US$10m | US$1m | US$243m |
| Sep 30 2020 | n/a | n/a | US$204m |
| Jun 30 2020 | n/a | n/a | US$156m |
| Mar 31 2020 | n/a | n/a | US$172m |
| Dec 31 2019 | US$8m | US$1m | US$255m |
Tazminat ve Piyasa: Sheryl 'ın toplam tazminatı ($USD 10.08M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.37M ).
Tazminat ve Kazançlar: Sheryl 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Sheryl Palmer (64 yo)
13.6yrs
Görev süresi
US$10,075,397
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman | 13.6yrs | US$10.08m | 0.50% $ 33.5m | |
| Executive VP & CFO | 3.1yrs | US$3.33m | 0.032% $ 2.1m | |
| Executive VP | 1yr | US$1.76m | Veri yok | |
| Executive VP & Chief Corporate Operations Officer | 7.4yrs | Veri yok | Veri yok | |
| Chief Accounting Officer | 11.8yrs | Veri yok | 0.0012% $ 82.3k | |
| Chief Information Officer | no data | Veri yok | Veri yok | |
| Vice President of Investor Relations | no data | Veri yok | Veri yok | |
| Chief Marketing & Communications Officer | 8.4yrs | Veri yok | Veri yok | |
| Executive VP & Chief People Officer | less than a year | Veri yok | Veri yok | |
| Executive VP & President of Financial Services | 9.2yrs | US$2.50m | Veri yok | |
| Central Area President | 11.1yrs | Veri yok | Veri yok | |
| Area President of East | no data | Veri yok | Veri yok |
8.4yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş
Deneyimli Yönetim: TMHC 'un yönetim ekibi deneyimli ve deneyimlidir ( 8.4 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman | 13.6yrs | US$10.08m | 0.50% $ 33.5m | |
| Independent Director | 12.3yrs | US$301.99k | 0.063% $ 4.2m | |
| Independent Director | 7.9yrs | US$271.99k | 0% $ 0 | |
| Lead Independent Director | 14yrs | US$331.99k | 0% $ 0 | |
| Independent Director | 4.6yrs | US$273.12k | 0.012% $ 811.9k | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Independent Director | 7.9yrs | US$271.99k | 0% $ 0 | |
| Independent Director | 1.3yrs | US$245.82k | 0% $ 0 |
7.9yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: TMHC 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.9 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/22 17:06 |
| Gün Sonu Hisse Fiyatı | 2026/06/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Taylor Morrison Home Corporation 18 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Matthew Bouley | Barclays |
| Rafe Jadrosich | BofA Global Research |
| Tyler Batory | Brean Capital Historical (Janney Montgomery) |