Taylor Morrison Home Corp (NYSE:TMHC) is among the best homebuilder stocks to buy according to hedge funds. On March 4, BofA Securities raised its price target on Taylor Morrison Home (NYSE: TMHC) to $72 from $70 while keeping a Neutral rating, but cut its 2026 EPS forecast by 10% due to a more cautious margin outlook, noting that the stock’s valuation looks fair relative to its return on tangible equity.
Notably, the actions by BofA Securities market experts on Taylor Morrison Home comes after the company reported blowout Q4 2025 results. The company delivered an adjusted EPS of $1.91, topping the consensus estimate of $1.73. Revenue came in at $1.96 billion, surpassing the consensus expectation of $1.95 billion.
Although home closing volume was down 8% during the quarter compared to the previous year, the average selling price increased by 2%. The company achieved a gross margin of 21.8% on home closings.
Taylor Morrison Home delivered 12,997 homes in the whole of 2025, an increase from 12,896 home deliveries in 2024. Looking ahead, the company expects 2,200 home closings and 20% gross margin in Q1 2026. For the full year 2026, it expects 11,000 home closings.
Photo from Tri Pointe Homes website
Taylor Morrison Home Corp (NYSE:TMHC) is one of America’s largest homebuilders and land developers. Headquartered in Scottsdale, Arizona, Taylor Morrison serves diverse groups of customers, including first-time buyers and move-up buyers.
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