Taylor Morrison Home (NYSE:TMHC) Shares Gap Up – Should You Buy?

03 Jun 2026, 08:47 by Michael Walen · The Markets Daily

Taylor Morrison Home Corporation (NYSE:TMHC – Get Free Report) shares gapped up before the market opened on Monday . The stock had previously closed at $58.50, but opened at $71.57. Taylor Morrison Home shares last traded at $71.5650, with a volume of 4,655,753 shares traded.

Key Headlines Impacting Taylor Morrison Home

Here are the key news stories impacting Taylor Morrison Home this week:

Positive Sentiment: Berkshire Hathaway agreed to acquire Taylor Morrison Home Corp. for $72.50 per share in cash, valuing the deal at about $6.8 billion to $8.5 billion and representing roughly a 24% premium, which is the main reason the stock jumped. Article Title
Positive Sentiment: The deal effectively puts a floor under TMHC shares and turns the stock into a merger-arbitrage story, with investors focused on closing risk rather than homebuilding fundamentals. Article Title
Neutral Sentiment: Several law firms, including KSF, Ademi LLP, and Halper Sadeh, have launched investigations into whether Taylor Morrison shareholders are receiving a fair price and whether the sale process was adequate, which could create some headlines but does not change the announced offer today. Article Title
Neutral Sentiment: Some commentary suggests Berkshire’s purchase validates the broader U.S. housing market and could lift sentiment across homebuilders, but that is a second-order effect for TMHC now that a buyout is in place. Article Title
Negative Sentiment: Citizens JMP downgraded Taylor Morrison to “hold,” which is a mild headwind, though it is overshadowed by the acquisition announcement. Article Title

Wall Street Analyst Weigh In

TMHC has been the subject of several recent analyst reports. Barclays lifted their target price on shares of Taylor Morrison Home from $68.00 to $69.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Seaport Research Partners reaffirmed a “sell” rating and issued a $49.00 target price (down from $85.00) on shares of Taylor Morrison Home in a research note on Tuesday, April 7th. Wolfe Research reaffirmed an “outperform” rating and issued a $76.00 target price on shares of Taylor Morrison Home in a research note on Thursday, April 23rd. Citizens Jmp cut shares of Taylor Morrison Home from a “market outperform” rating to a “hold” rating in a research note on Monday. Finally, Royal Bank Of Canada cut shares of Taylor Morrison Home from an “outperform” rating to a “sector perform” rating and lifted their target price for the stock from $69.00 to $72.50 in a research note on Tuesday. Four investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $76.86.

Read Our Latest Research Report on Taylor Morrison Home

Taylor Morrison Home Price Performance

The stock has a market capitalization of $6.68 billion, a PE ratio of 10.67, a PEG ratio of 1.65 and a beta of 1.47. The company’s 50 day simple moving average is $59.37 and its 200 day simple moving average is $61.23. The company has a current ratio of 7.66, a quick ratio of 1.45 and a debt-to-equity ratio of 0.37.

Taylor Morrison Home (NYSE:TMHC – Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The construction company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $0.82 by $0.30. The company had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.33 billion. Taylor Morrison Home had a net margin of 8.77% and a return on equity of 11.48%. Taylor Morrison Home’s revenue for the quarter was down 26.8% on a year-over-year basis. During the same quarter last year, the business earned $2.07 EPS. On average, equities analysts anticipate that Taylor Morrison Home Corporation will post 5.36 earnings per share for the current year.

Hedge Funds Weigh In On Taylor Morrison Home

A number of hedge funds have recently made changes to their positions in TMHC. AQR Capital Management LLC boosted its holdings in shares of Taylor Morrison Home by 67.6% in the 4th quarter. AQR Capital Management LLC now owns 3,710,885 shares of the construction company’s stock valued at $218,274,000 after purchasing an additional 1,497,329 shares during the last quarter. Norges Bank acquired a new position in shares of Taylor Morrison Home in the 4th quarter valued at $84,994,000. Assenagon Asset Management S.A. boosted its holdings in shares of Taylor Morrison Home by 96.1% in the 1st quarter. Assenagon Asset Management S.A. now owns 2,554,498 shares of the construction company’s stock valued at $148,774,000 after purchasing an additional 1,251,558 shares during the last quarter. M&T Bank Corp boosted its holdings in shares of Taylor Morrison Home by 28,246.3% in the 4th quarter. M&T Bank Corp now owns 1,058,169 shares of the construction company’s stock valued at $62,294,000 after purchasing an additional 1,054,436 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its holdings in shares of Taylor Morrison Home by 360.1% in the 3rd quarter. Alliancebernstein L.P. now owns 1,284,221 shares of the construction company’s stock valued at $84,771,000 after purchasing an additional 1,005,116 shares during the last quarter. Institutional investors and hedge funds own 95.16% of the company’s stock.

Taylor Morrison Home Company Profile

(Get Free Report)

Taylor Morrison Home Corporation (NYSE:TMHC) is a leading national homebuilder and developer specializing in the design, construction and sale of single-family detached and attached homes. The company’s portfolio spans entry-level, first-time, move-up and active-adult segments, offering buyers a diverse array of architectural styles, floor plans and personalized design options. Through its vertically integrated model, Taylor Morrison manages land acquisition, community development, construction and sales to deliver quality homes and customer-focused experiences across its markets.