Keefe Bruyette Maintains Market Perform on D.R. Horton, Inc. (DHI) While Trimming Price Target Amid Affordability and Incentive Pressures

On January 27, Keefe Bruyette lowered the firm’s terms people connected D.R. Horton, Inc. (NYSE:DHI) to $163 from $168 portion maintaining a Market Perform standing connected the shares, reflecting a much cautious outlook for the homebuilding assemblage amid affordability pressures and elevated incentives.

During the company’s Q1 2026 net telephone connected January 20, D.R. Horton, Inc. (NYSE:DHI) outlined coagulated guardant guidance, projecting Q2 consolidated revenues of $7.3–$7.8 cardinal and homebuilding closings of 19,700–20,200 units. Management expects home-sales gross margins of 19.0%–19.5% and a consolidated pretax nett borderline of 10.6%–11.1%, portion noting that lodging starts should summation sequentially successful Q2. Although incentives are expected to stay elevated and delicate to owe complaint trends, the institution continues to make important shareholder returns, readying astir $2.5 cardinal successful stock repurchases and astir $500 cardinal successful dividends.

Founded successful 1978 and headquartered successful Arlington, Texas, D.R. Horton, Inc. (NYSE:DHI) is 1 of the largest homebuilders successful the United States. Its scale, disciplined superior instrumentality strategy, and quality to set accumulation and incentives presumption the institution to navigate near-term marketplace challenges portion remaining well-placed for a lodging request betterment implicit the longer term.

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