Overview

* D.R. Horton ( DHI ) Q4 revenue beats analyst expectations, reaching $9.7 bln

* EPS for Q4 misses analyst expectations, declining to $3.04

* Company recently increased quarterly dividend by 13% to $0.45 per share

Outlook

* D.R. Horton ( DHI ) expects fiscal 2026 revenues between $33.5 bln and $35.0 bln

* Company anticipates closing 86,000 to 88,000 homes in fiscal 2026

* D.R. Horton ( DHI ) plans $2.5 bln in share repurchases for fiscal 2026

Result Drivers

* SALES ORDERS INCREASE - Co achieved a 5% increase in net sales orders by balancing pace, price, and incentives despite affordability constraints

* SHAREHOLDER RETURNS - Co leveraged strong financial position to return $4.8 bln to shareholders through repurchases and dividends

* OPERATIONAL FLEXIBILITY - Co cites strong liquidity, low leverage, and national scale as factors providing operational flexibility

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Beat $9.70 $9.41

Revenue bln bln (13

Analysts

)

Q4 EPS Miss $3.04 $3.28

(16

Analysts

)

Q4 $0.45

Dividend

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 11 "hold" and 3 "sell" or "strong sell"

* The average consensus recommendation for the homebuilding peer group is "buy."

* Wall Street's median 12-month price target for DR Horton Inc ( DHI ) is $170.00, about 6.6% above its October 27 closing price of $158.86

* The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)