Taylor Morrison Home Corporation (TMHC)

In December 2025, Amanda Whalen was appointed to the Board of Directors. In January 2026, Taylor Morrison was named America's Most Trusted® Home Builder for the eleventh consecutive year, resulting in a mild positive market reaction. In November 2025, analysts noted that lower buyer demand and increased reliance on spec home sales were pressuring margins, while some analyses suggested an attractive valuation and anticipated an order rebound due to falling mortgage rates and new community openings. Q3 2025 results showed a 1.2% year-over-year decline in total revenues, a 1.4% decline in home closing revenues, and a 13% decline in net sales orders. In July 2025, Q2 2025 results indicated a 2% increase in home closings revenue and a 4% increase in closings, though the average closing price declined by 2%, and net sales orders decreased by 12%. Over the past year, TMHC's stock underperformed the broader US Consumer Durables industry and the overall US market, although its share price has remained relatively stable in the last three months. The company is scheduled to report its Q4 2025 results on February 11, 2026.

The homebuilding industry, including Taylor Morrison, experiences demand seasonality, with spring being a crucial selling season and summer being optimal for construction output. Taylor Morrison aligns its operations with these seasonal trends, planning to open 100 new communities in 2026, mostly around the spring selling season. Seasonality in new home construction has lessened over the past 10 to 15 years due to advancements in building technologies.

Taylor Morrison Home Corp. is a land developer and homebuilder in the United States, specializing in single and multi-family homes, lifestyle and master-planned communities, multi-use properties under the Urban Form brand, and build-to-rent homes through Yardly. They also offer financial, title insurance, and closing settlement services, operating in the Consumer Discretionary sector, specifically in the Homebuilding industry, catering to a diverse range of buyers with brands like Taylor Morrison, Darling Homes Collection, and Esplanade.

Taylor Morrison has a significant presence across 12 states in the U.S., segmented into East, Central, and West regions. The East segment includes Atlanta, Charlotte, Chicago, Orlando, Raleigh, Southwest Florida, and Tampa. The Central segment includes Austin, Dallas, Denver, Houston, and Indianapolis. The West segment covers the Bay Area, Las Vegas, Phoenix, Portland, Sacramento, Seattle, and Southern California.

Taylor Morrison has consistently maintained a strong brand reputation, being recognized as America's Most Trusted® Home Builder by Lifestory Research for the eleventh consecutive year as of January 2026, with a Net Trust Score of 115.7. The company's resort lifestyle brand, Esplanade, also saw an increase in its Net Trust Score within the Active Adult Builder category. Taylor Morrison has been recognized in Newsweek's America's Most Responsible Companies list for the fourth consecutive year in 2026 and was named to Fortune's 2025 Best Workplaces in Construction™ and Best Workplaces for Women™ Lists.

Taylor Morrison Home Corp. exhibits high institutional ownership, with approximately 57.95% to 96.23% of its stock held by institutional investors, including BlackRock Inc., The Vanguard Group Inc., and Dimensional Fund Advisors LP. Individual owners, or insiders, hold a smaller percentage, ranging from approximately 0.60% to 2.98% of the stock, with William H. Lyon identified as the largest individual shareholder, holding 2.15% of the company's shares.