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Investing.com - Wolfe Research has lowered its price target on Taylor Morrison Home (NYSE:TMHC) to $73.00 from $78.00 while maintaining an Outperform rating on the homebuilder’s stock. According to InvestingPro data, analyst targets currently range from $69 to $85, with the company showing strong financial health metrics.
The stock is currently trading at $60.57, having reached a year-to-date high of $72.50 and a low of $51.90. Year-to-date, Taylor Morrison shares have decreased 1.0%, outperforming the homebuilder group’s 6.9% decline but underperforming the S&P’s 13.9% gain.
The equity currently trades at 9.3 times Wolfe Research’s 2026 earnings per share estimate, which is above the 7.6 times one-year average and the 5.6 times three-year average. It trades at 1.00 times the firm’s 2026 book value estimate, below the 1.2 times one-year average but in line with longer-term averages.
Wolfe Research forecasts a 2026 return on assets of 6.3% for Taylor Morrison, compared to the company’s 4.9% average return between 2015 and 2019, suggesting the stock should trade at a premium to its historical valuation.
In 2024, Taylor Morrison gained 14.7%, outperforming the homebuilder group’s 1.4% decline but underperforming the S&P’s 23.3% gain.
In other recent news, Taylor Morrison Home Corporation reported its third-quarter 2025 earnings, delivering an earnings per share (EPS) of $2.11, which exceeded analysts’ expectations of $1.92. However, the company’s revenue for the quarter was $2 billion, slightly missing the anticipated $2.03 billion. RBC Capital revised its price target for Taylor Morrison Home, lowering it to $68 from $75, while maintaining an Outperform rating. This adjustment was influenced by a mixed third-quarter performance and weaker guidance for the fourth quarter. RBC Capital also reduced its earnings per share estimates for fiscal years 2025 and 2026 by 4% and 19%, respectively. The 2026 estimate is now 24% below the prior consensus. These developments reflect recent adjustments and expectations surrounding Taylor Morrison Home.
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