Taylor Morrison Home Corp (TMHC) Gets Price Target Boost As It Looks to Maintain Healthy Margins

Core Viewpoint - Taylor Morrison Home Corp (NYSE: TMHC) is recognized as a strong investment opportunity among hedge funds, with recent price target adjustments reflecting a cautious outlook on margins while maintaining a neutral rating [1][7]. Financial Performance - In Q4 2025, Taylor Morrison reported an adjusted EPS of $1.91, exceeding the consensus estimate of $1.73, and revenue of $1.96 billion, slightly above the expected $1.95 billion [2]. - The company experienced an 8% decline in home closing volume year-over-year, but the average selling price increased by 2%, contributing to a gross margin of 21.8% on home closings [2]. Future Outlook - For the full year 2026, Taylor Morrison anticipates 11,000 home closings, with an expectation of 2,200 home closings and a 20% gross margin in Q1 2026 [3]. - The total number of homes delivered in 2025 was 12,997, a slight increase from 12,896 in 2024 [3]. Company Profile - Taylor Morrison Home Corp is one of the largest homebuilders and land developers in the United States, headquartered in Scottsdale, Arizona, serving a diverse customer base including first-time and move-up buyers [4].