TMHC

Taylor Morrison Home Corporation (TMHC) | Rumor.io

Taylor Morrison Home

TMHC

Attention (50-day avg)0%

Attention rank (50-day avg)#3,038

Bullish sentiment (50-day avg)98%

Price to earnings ratio10.8

Market capitalization6.7B

Earnings per share6.71

Dividend yield (TTM)—

Revenue (annual)8.1B

Net income (annual)791.3M

Social

What share of all stock conversation is about TMHC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% -0.03	0% +0

Aug 9

Taylor Morrison Homes was acquired by its parent company outright and a significant portion of the funds were used to buy back shares.
The acquisition and buyback are seen as a strategic decision by some, with a "big moat" of lack of real competition.
Some observers consider the acquisition and buyback a potentially questionable decision, drawing an analogy with Alphabet's (Google) business.

Generated by AI

Sentiment

Of the messages about TMHC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	100% 0	100% 0	88.79% +33.37
Bearish	0%	0% 0	0% 0	11.21% -33.37

Jun 1

Berkshire Hathaway's acquisition of Taylor Morrison Home for $6.8 billion in cash is a bullish sign for the housing market, as it indicates a large investor's confidence in the sector's long-term growth.
The deal's timing is also significant, as housing supply remains structurally tight, and institutional capital continues to invest in long-cycle residential assets.
The acquisition is expected to force a reevaluation of the housing market, potentially leading to increased prices and valuations for other homebuilders, as Berkshire Hathaway's involvement often leads to a repricing of the entire group.

Generated by AI

Topics

Of the messages about TMHC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	0%	95.03%
Macro	—	—	100%	2.01%
Controversies	—	—	0%	0.12%
Analysts	—	—	0%	1.72%
Earnings	—	—	0%	0.98%
Technical Analysis	—	—	0%	0.14%

Earnings· Jun 14

TMHC's inclusion in a comparison of sector companies boosts averages, but Lennar Corp (LEN) is still 2-3% behind the industry average.
Lennar Corp's liquidity ratios are increasing year-over-year, and leverage ratios are decreasing, a trend that makes sense given high interest rates.
Lennar Corp's earnings report is scheduled for Monday, 6/17/2024.

Analysts· May 13

Taylor Morrison Home Corporation ($TMHC) has been upgraded to Equal Weight at Barclays with a price target of $20.00.
Wedbush has upgraded $TMHC to Outperform with a price target of $24.00, citing the company's national transformation.
Analysts have a consensus rating of "Hold" for $TMHC, with some firms, including Wedbush and Barclays, upgrading their ratings to Outperform or Equal Weight.

Announcements· Jun 2

Berkshire Hathaway is acquiring Taylor Morrison Home Corporation for $6.8 billion in cash, with a deal price of $72.50 per share.
The acquisition is expected to close in the second half of 2026, at which point Taylor Morrison will go private.
The deal is seen as a vote of confidence in the US housing market, with Taylor Morrison trading at a relatively low price-to-earnings ratio and the housing shortage expected to continue.

Generated by AI

Community

Of the messages about TMHC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	50%	7.32%	10%	10.06%
Newcomers	50%	92.68%	90%	89.94%

Regulars· May 31

The acquisition of Taylor Morrison Home Corporation by Berkshire Hathaway is valued at approximately $8.5B, with shareholders set to receive $72.50 per share.
The deal represents a 24% premium on the equity value of Taylor Morrison Home Corporation, which is being acquired in an all-cash transaction.
The acquisition marks Berkshire Hathaway's first major move into homebuilding under Greg Abel's leadership, and is seen as a significant development in the industry, potentially hinting at a recovery in housing.

Newcomers· Aug 9

Taylor Morrison Homes has been bought out by its company's management, who used a significant amount of their own money to do so.
This move has been compared to Alphabet (Google) in terms of being a questionable business decision due to the lack of competition in the market.
The company's management has been accused of making a terrible decision by buying back their own shares, which could be seen as a sign of a lack of confidence in the company's future performance.

Generated by AI

Berkshire Hathaway recently shifted from being a net seller to a net buyer of stocks under CEO Greg Abel, ramping up purchases including a roughly US$38.00 billion Alphabet stake and acquiring homebuilder Taylor Morrison for about US$6.80 billion. This repositioning concentrates more of Berkshire’s vast portfolio in technology, AI-adjacent infrastructure, and interest-rate‑sensitive housing, marking a clear evolution in its capital allocation playbook after Warren Buffett’s long...

24d agoYahoo Finance

Berkshire CEO Greg Abel Is Sitting on Nearly $400 Billion in Cash. Here's How His Deal-Making Approach Differs From Warren Buffett's.

Motley Fool Press Release.

1mo agoThe Globe and Mail

Inside Berkshire’s big housing market bet to buy homebuilder Taylor Morrison: ‘Blind date to the altar’

With the speedy sale completed, Taylor Morrison CMO Stephanie McCarty tells ResiClub what comes next.

1mo agoYahoo Finance

Berkshire Hathaway Boosts Investment in Homebuilders After Buying Taylor Morrison

The company signaled increased confidence in the housing market with additional investment in builders Lennar and DR Horton.

1mo agoYahoo Finance

Berkshire pads Delta, Alphabet stakes as Abel taps cash pile | Fortune

The conglomerate continued to pare its stake in Bank of America Corp. and now owns 6.8% of the US lender’s shares.

1mo agoFortune

Greg Abel's $6.8 Billion Acquisition Could Be Good News for This ETF

Motley Fool Press Release.

1mo agoThe Globe and Mail

Also Discussed

Investors talking about TMHC also mention

#	Name	Attention
1	Toll Brothers, Inc.TOL	0%0
2	M/I Homes, Inc.MHO	0%0
3	D.R. Horton, Inc.DHI	0%0
4	Lennar Corp. Class A Common StockLEN	0%-0.03
5	KB HomeKBH	0%0
6	LGI Homes, Inc.LGIH	0%new
7	Beazer Homes USA, Inc.BZH	0%new
8	TPH - Tri Pointe Homes, Inc.	——
9	Century Communities, Inc.CCS	0%0
10	Green Brick Partners, Inc.GRBK	0%0

Taylor Morrison Home Corporation

Consumer Cyclical
Residential Construction

Taylor Morrison Home Corporation is a U.S. homebuilder and community developer based in Scottsdale, Arizona. The company builds and sells new homes through a range of brands and community formats designed for entry-level, move-up, and resort lifestyle buyers, while also developing rental communities. Its operations focus on land development, residential construction, and neighborhood planning across multiple U.S. housing markets, giving it a broad role in the domestic residential real estate sector. Taylor Morrison serves individual homebuyers and renters through its Taylor Morrison, Esplanade, and Yardly brands, combining homebuilding with community-oriented development and lifestyle-focused residential offerings.

Website

Location

4900 North Scottsdale Road

Scottsdale, AZ, 85251

United States

Social

What share of all stock conversation is about TMHC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% -0.03	0% +0

Aug 9

Taylor Morrison Homes was acquired by its parent company outright and a significant portion of the funds were used to buy back shares.
The acquisition and buyback are seen as a strategic decision by some, with a "big moat" of lack of real competition.
Some observers consider the acquisition and buyback a potentially questionable decision, drawing an analogy with Alphabet's (Google) business.

Generated by AI

Sentiment

Of the messages about TMHC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	100% 0	100% 0	88.79% +33.37
Bearish	0%	0% 0	0% 0	11.21% -33.37

Jun 1

Berkshire Hathaway's acquisition of Taylor Morrison Home for $6.8 billion in cash is a bullish sign for the housing market, as it indicates a large investor's confidence in the sector's long-term growth.
The deal's timing is also significant, as housing supply remains structurally tight, and institutional capital continues to invest in long-cycle residential assets.
The acquisition is expected to force a reevaluation of the housing market, potentially leading to increased prices and valuations for other homebuilders, as Berkshire Hathaway's involvement often leads to a repricing of the entire group.

Generated by AI

Topics

Of the messages about TMHC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	0%	95.03%
Macro	—	—	100%	2.01%
Controversies	—	—	0%	0.12%
Analysts	—	—	0%	1.72%
Earnings	—	—	0%	0.98%
Technical Analysis	—	—	0%	0.14%

Earnings· Jun 14

TMHC's inclusion in a comparison of sector companies boosts averages, but Lennar Corp (LEN) is still 2-3% behind the industry average.
Lennar Corp's liquidity ratios are increasing year-over-year, and leverage ratios are decreasing, a trend that makes sense given high interest rates.
Lennar Corp's earnings report is scheduled for Monday, 6/17/2024.

Analysts· May 13

Taylor Morrison Home Corporation ($TMHC) has been upgraded to Equal Weight at Barclays with a price target of $20.00.
Wedbush has upgraded $TMHC to Outperform with a price target of $24.00, citing the company's national transformation.
Analysts have a consensus rating of "Hold" for $TMHC, with some firms, including Wedbush and Barclays, upgrading their ratings to Outperform or Equal Weight.

Announcements· Jun 2

Berkshire Hathaway is acquiring Taylor Morrison Home Corporation for $6.8 billion in cash, with a deal price of $72.50 per share.
The acquisition is expected to close in the second half of 2026, at which point Taylor Morrison will go private.
The deal is seen as a vote of confidence in the US housing market, with Taylor Morrison trading at a relatively low price-to-earnings ratio and the housing shortage expected to continue.

Generated by AI

Community

Of the messages about TMHC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	50%	7.32%	10%	10.06%
Newcomers	50%	92.68%	90%	89.94%

Regulars· May 31

The acquisition of Taylor Morrison Home Corporation by Berkshire Hathaway is valued at approximately $8.5B, with shareholders set to receive $72.50 per share.
The deal represents a 24% premium on the equity value of Taylor Morrison Home Corporation, which is being acquired in an all-cash transaction.
The acquisition marks Berkshire Hathaway's first major move into homebuilding under Greg Abel's leadership, and is seen as a significant development in the industry, potentially hinting at a recovery in housing.

Newcomers· Aug 9

Taylor Morrison Homes has been bought out by its company's management, who used a significant amount of their own money to do so.
This move has been compared to Alphabet (Google) in terms of being a questionable business decision due to the lack of competition in the market.
The company's management has been accused of making a terrible decision by buying back their own shares, which could be seen as a sign of a lack of confidence in the company's future performance.

Generated by AI

Taylor Morrison Home

Social

Aug 9

Jun 1

Earnings· Jun 14

Analysts· May 13

Announcements· Jun 2

Regulars· May 31

Newcomers· Aug 9

What Berkshire Hathaway (BRK.A)'s Tech Tilt and Taylor Morrison Deal Means For Shareholders

Berkshire CEO Greg Abel Is Sitting on Nearly $400 Billion in Cash. Here's How His Deal-Making Approach Differs From Warren Buffett's.

Inside Berkshire’s big housing market bet to buy homebuilder Taylor Morrison: ‘Blind date to the altar’

Berkshire Hathaway Boosts Investment in Homebuilders After Buying Taylor Morrison

Berkshire pads Delta, Alphabet stakes as Abel taps cash pile | Fortune

Greg Abel's $6.8 Billion Acquisition Could Be Good News for This ETF

Also Discussed

Taylor Morrison Home Corporation

Company Information

Location

Social

Aug 9

Jun 1

Earnings· Jun 14

Analysts· May 13

Announcements· Jun 2

Regulars· May 31

Newcomers· Aug 9

What Berkshire Hathaway (BRK.A)'s Tech Tilt and Taylor Morrison Deal Means For Shareholders

Berkshire CEO Greg Abel Is Sitting on Nearly $400 Billion in Cash. Here's How His Deal-Making Approach Differs From Warren Buffett's.

Inside Berkshire’s big housing market bet to buy homebuilder Taylor Morrison: ‘Blind date to the altar’

Berkshire Hathaway Boosts Investment in Homebuilders After Buying Taylor Morrison

Berkshire pads Delta, Alphabet stakes as Abel taps cash pile | Fortune

Greg Abel's $6.8 Billion Acquisition Could Be Good News for This ETF

Also Discussed