Core Viewpoint - Taylor Morrison Home Corporation (NYSE:TMHC) is recognized as one of the best affordable housing stocks, but recent downgrades and EPS estimates suggest potential challenges ahead [1][3]. Group 1: Company Performance and Strategy - In its 2025 third-quarter earnings call, Taylor Morrison reported solid results and introduced an AI-powered digital assistant aimed at improving the homebuying experience through data-driven guidance [3]. - The company currently owns or controls 84,564 homebuilding lots and plans to open over 100 new communities in the upcoming year, indicating ongoing portfolio expansion [3]. - Founded in July 2007 and headquartered in Scottsdale, Arizona, Taylor Morrison is one of the largest homebuilders in the U.S., focusing on single-family homes and master-planned communities [4]. Group 2: Market Position and Analyst Insights - Taylor Morrison has a forward P/E ratio of 9.97, ranking 4th among the best affordable housing stocks to buy [1]. - BofA downgraded Taylor Morrison from Buy to Neutral, raising the price target to $70 from $68, while lowering 2026 EPS estimates by 6%, now approximately 18% below consensus [1]. - Despite its attractive valuation, BofA highlighted downside risks related to potential lower deliveries compared to peers [1].

President Donald Trump's administration is reportedly considering a ban on large institutional investors buying single-family homes to help alleviate the housing affordability crisis. The proposal is titled “Trump Homes” and could involve some 1 million houses. With this proposal in clear view, shares of homebuilders Lennar (LEN) and Taylor Morrison Home (TMHC) both rose more than 3% on Feb. 3 after a Bloomberg report mentioned that the two companies were among the group working on the “Trump Homes” propo ...

-- These Homebuilder Stocks Get a Boost Following Report of Plan to Build 'Trump Homes' [S&P 500, Nasdaq Drop as Tech Stocks Tumble][AMD's Stock Sinks Despite Solid Earnings][Trump Signs Bill Reopening Government][Where Are Gold and Silver Prices Headed Next?]- Top StoriesThe U.S. is estimated to have a shortage of several million homes.I RYU / VCG / Getty ImagesClose### Key Takeaways- A "Trump homes" proposal could see hundreds of thousands of new homes built for a rent-to-own program, Bloomberg reported.- ...

Lennar Corp. (NYSE:LEN) and Taylor Morrison Home Corp (NYSE:TMHC)  are reportedly working on a plan to develop one million “Trump Homes” amid President Donald Trump‘s affordable housing push. Under the proposal, builders would build “entry-level” homes into a “pathway-to-ownership” program financed by private investors, reported Bloomberg on Tuesday. As per the initial version of the program, the homes would be rented to tenants and after three years, the monthly rents would be converted to a down payment i ...

Shares of homebuilders Lennar and Taylor Morrison Home rose on Tuesday following a Bloomberg News report that the two companies were among a cohort working on a proposed "Trump Homes" plan aimed at easing the U.S. housing affordability crunch.Builders including Lennar and Taylor Morrison Home have discussed a large-scale program that would sell entry-level homes into a pathway-to-ownership program funded by private investors, Bloomberg wrote, citing people familiar with the plan. One version of the plan see ...

Core Insights - Taylor Morrison has been ranked No. 2 among homebuilders in Fortune's World's Most Admired Companies list for 2026, marking its third consecutive year on the list [1][2] - The company received high scores in social responsibility, quality of management, quality of products/services, and innovation, reflecting its commitment to building lasting credibility and a strong customer experience [2] Company Recognition - Taylor Morrison has been recognized as America's Most Trusted® Home Builder since 2016 and has received multiple accolades, including being listed in Fortune's Best Workplaces in Construction and Best Workplaces for Women [4][5] - The company has also been included in Forbes' Most Trusted, Great Place To Work®, and Best Companies in America lists, as well as Newsweek's America's Most Responsible Companies and America's Greenest Companies lists [4] Methodology and Survey - The World's Most Admired Companies list was determined through a survey conducted by Fortune in collaboration with Korn Ferry, involving over 3,000 executives, directors, and analysts across nine criteria [3] - The 2026 analysis included more than 680 companies from 51 industries and 29 countries, highlighting the competitive landscape in which Taylor Morrison operates [3]

Core Viewpoint - Taylor Morrison Home Corporation will release its fourth quarter 2025 results on February 11, 2026, before market opening, followed by a conference call at 8:30 a.m. ET to discuss the results [1]. Company Overview - Taylor Morrison is a leading national developer and homebuilder headquartered in Scottsdale, Arizona, serving a diverse range of consumers including first-time, move-up, and resort lifestyle homebuyers and renters under various brands such as Taylor Morrison, Esplanade, and Yardly [3]. - The company has been recognized as America's Most Trusted® Builder by Lifestory Research since 2016 [3]. Conference Call Details - A live audio webcast of the conference call will be available on Taylor Morrison's website, and participants are encouraged to register at least 10 minutes prior to the call [2]. - The conference call will be recorded and made available for replay on the company's website [2]. Additional Information - Taylor Morrison's filings can be accessed on the company's website or through the SEC at sec.gov [2].

Core Insights - Taylor Morrison has been recognized as America's Most Trusted® Home Builder for the eleventh consecutive year, marking a record in the award's history [1][2][4] - The company achieved a 2026 Net Trust Score of 115.7, which is higher than the national big builder average of 109.9, and reflects a year-over-year increase of 5.6 points from 110.1 in 2025 [7] Company Performance - Taylor Morrison's trust score is based on a survey conducted by Lifestory Research, which included nearly 63,000 home shoppers assessing their experiences with homebuilders [2][3] - The company has maintained a strong reputation for reliability and commitment to customer satisfaction over the years, as noted by Lifestory Research President Eric Snider [3] Additional Accolades - In addition to the trust award, Taylor Morrison has received multiple recognitions, including listings on Forbes' Most Trusted and Best Companies in America, Newsweek's America's Most Responsible Companies, and inclusion in the Fortune 500 since 2021 [4][5] Brand Recognition - Taylor Morrison serves a diverse range of consumers, including first-time buyers, luxury homebuyers, and renters, under various brand names such as Taylor Morrison, Esplanade, and Yardly [5] - The company's commitment to sustainable operations is highlighted in its annual Sustainability and Belonging Report [5] Market Position - Taylor Morrison's resort lifestyle brand, Esplanade, also experienced a year-over-year increase in Net Trust Score in the Active Adult Builder category, rising from 103.6 in 2025 to 107.9 in 2026 [7]

Core Insights - Taylor Morrison has appointed Amanda Whalen to its Board of Directors, effective March 1, 2026, bringing over 25 years of finance and strategic leadership experience [1][2]. Company Overview - Taylor Morrison is a leading national homebuilder and land developer headquartered in Scottsdale, Arizona, serving a diverse range of consumers including first-time, move-up, luxury, and resort lifestyle homebuyers and renters [4]. - The company has been recognized as America's Most Trusted Builder by Lifestory Research from 2016 to 2025, highlighting its commitment to customer trust and innovation in homebuilding [4]. Board Composition - With the addition of Amanda Whalen, the board composition will increase from eight to nine members, enhancing the range of skills and experience available to the company [3]. - Whalen's background includes serving as CFO of Klaviyo and previous roles at Walmart and Bain & Company, indicating a strong operational and financial acumen [2][3]. Strategic Focus - The company aims to leverage Whalen's expertise in driving financial performance and guiding digital business model transformation to achieve long-term growth in a changing market [3]. - Whalen expressed enthusiasm about joining the board at a pivotal moment for the company, emphasizing the potential for innovation in the homebuilding industry [4].

Core Insights - Taylor Morrison has been recognized as one of America's Most Responsible Companies for the fourth consecutive year by Newsweek, achieving its highest score in the governance category and showing year-over-year improvement in environmental responsibility [1][2]. Corporate Responsibility Initiatives - The company released its seventh annual Sustainability & Belonging Report, highlighting its commitment to corporate responsibility and sustainability [2]. - Key accomplishments include a 47% lower average home energy consumption compared to the 2006 Home Energy Rating System (HERS) benchmark, and the establishment of over 150 Certified Natural Open Spaces™ since 2019, protecting over 9,200 acres of Certified Wildlife Habitat® [5]. Awards and Recognition - In addition to being named one of America's Most Responsible Companies, Taylor Morrison has received multiple accolades, including being listed in Fortune's Best Workplaces in Construction and Best Workplaces for Women, as well as Forbes' Most Trusted and Great Place To Work® [3]. Commitment to Stakeholders - The company emphasizes its commitment to doing what is right for all stakeholders, integrating corporate responsibility into all areas of its business [2]. - Taylor Morrison has prioritized climate-resilient construction practices, which have resulted in superior quality homes that perform well in extreme weather events [5]. Reporting and Transparency - The company submitted its first CDP disclosure, showcasing its commitment to transparency regarding climate-related information and aligning its disclosures with standards set by the Sustainability Accounting Standards Board (SASB) and the Global Reporting Initiative (GRI) [5].