Forestar Group Inc. (FOR)

On October 28, 2025, Forestar Group reported fiscal fourth-quarter earnings that exceeded expectations, with a revenue increase of 22% year-over-year. Lot sales decreased by 9% compared to the same quarter in the prior fiscal year. On July 22, 2025, Forestar reported its fiscal third-quarter 2025 results, with revenue increasing by 23% year-over-year. Analyst sentiment has been cautiously optimistic, with a consensus rating of "Moderate Buy" and an average target price of $30.20 as of October 27, 2025. JMP Securities and Citigroup initiated coverage with "outperform" ratings in July 2025, and Zacks Research upgraded Forestar Group to a "hold" rating on September 26, 2025. The stock's price as of October 27, 2025, was $26.06, having risen by 3.82% over the preceding two weeks.

Forestar Group's operations are influenced by supply and demand factors, economic conditions, interest rates, and homebuilder sentiment. The company generally experiences higher lot deliveries, revenues, and pre-tax income in the fourth quarter of its fiscal year. The first fiscal quarter is typically the lowest for lot deliveries, with an expected increase in deliveries over the subsequent quarters. Demand is also supported by a persistent housing shortage and is sensitive to changes in the interest rate environment.

Forestar Group, Inc. is a residential lot development company based in Arlington, Texas, operating in the Real Estate sector. It focuses on developing and selling finished single-family residential lots to homebuilders, emphasizing asset turns and efficiency. The company's projects are primarily single-family residential communities, selling lots to various homebuilders. D.R. Horton, Inc. is a majority owner and a significant customer, accounting for approximately 75% of Forestar's lot sales as of June 30, 2025.

Forestar Group, Inc. has operations in 64 markets and 23 states across the United States.

No specific events or discussions directly impacting Forestar Group, Inc.'s brand reputation in the past year were found in the provided search results. The available information primarily focuses on the company's financial performance, market position, and strategic relationship with D.R. Horton.

D.R. Horton, Inc. is the majority owner of Forestar Group Inc., acquiring approximately 75% of its outstanding common stock in October 2017. Institutional shareholders collectively own between 35.70% and 35.74% of Forestar Group’s stock. Kenneth M. Jastrow II is the largest individual shareholder, holding 0.53% of the company.