Rakuten Investment Management Inc. Purchases Shares of 100,711 D.R. Horton, Inc. $DHI

Rakuten Investment Management Inc. acquired a new position in D.R. Horton, Inc. (NYSE:DHI) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 100,711 shares of the construction company’s stock, valued at approximately $17,067,000.

Several other institutional investors have also recently made changes to their positions in DHI. Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of D.R. Horton by 28.3% during the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 195,605 shares of the construction company’s stock valued at $33,149,000 after buying an additional 43,089 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in D.R. Horton during the third quarter valued at $40,000. First Interstate Bank bought a new stake in D.R. Horton in the 3rd quarter valued at $203,000. Sage Mountain Advisors LLC purchased a new stake in D.R. Horton in the 3rd quarter worth $492,000. Finally, Jackson Thornton Wealth Management LLC bought a new position in shares of D.R. Horton during the 3rd quarter valued at about $364,000. Hedge funds and other institutional investors own 90.63% of the company’s stock.

Key Headlines Impacting D.R. Horton

Here are the key news stories impacting D.R. Horton this week:

• Positive Sentiment: Q1 results topped estimates — DHI reported $2.03 EPS on $6.89B revenue, beating consensus (EPS $1.98; revenue $6.66B), which supports near‑term demand resilience. Earnings Report
• Positive Sentiment: Company reaffirmed full‑year outlook and declared a $0.45 quarterly dividend — management kept FY26 guidance intact and announced the dividend, both supportive for investor confidence and income‑oriented holders. Press Release
• Neutral Sentiment: Guidance is mixed/wide — Q2 revenue was guided to roughly $7.3B–$7.8B (consensus ~$7.7B) and FY revenue to a wide $33.5B–$35.0B range, leaving room for upside or downside depending on demand and incentives. Guidance Detail
• Neutral Sentiment: Net orders ticked up but were supported by elevated incentives — higher sales volume is positive, but the company acknowledged incentives and rate buydowns are driving the increase, making the quality of demand uncertain. Net Orders Article
• Negative Sentiment: Analyst downgrade — Zacks Research cut DHI to a “strong sell,” adding selling pressure from the sell‑side. Zacks Downgrade Coverage
• Negative Sentiment: Profit and margin pressure — media and the company note lower Q1 profit (net income down ~30% YoY) and expect elevated incentives to weigh on Q2 margins, a direct hit to profitability expectations. WSJ: Profit Falls

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on DHI shares. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $195.00 target price on shares of D.R. Horton in a report on Tuesday, January 13th. UBS Group reaffirmed a “buy” rating and set a $193.00 price objective on shares of D.R. Horton in a report on Tuesday. Barclays set a $129.00 target price on shares of D.R. Horton in a report on Wednesday. Bank of America decreased their price target on shares of D.R. Horton from $175.00 to $165.00 and set a “neutral” rating on the stock in a research note on Friday, October 10th. Finally, BTIG Research assumed coverage on shares of D.R. Horton in a research note on Monday, December 1st. They issued a “buy” rating and a $186.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $161.54.

D.R. Horton Stock Performance

NYSE DHI opened at $153.21 on Wednesday. The business’s 50 day moving average price is $150.52 and its 200-day moving average price is $154.98. D.R. Horton, Inc. has a fifty-two week low of $110.44 and a fifty-two week high of $184.54. The company has a market cap of $44.60 billion, a P/E ratio of 13.22, a P/E/G ratio of 2.35 and a beta of 1.42. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.18 and a current ratio of 6.48.

D.R. Horton (NYSE:DHI) last posted its quarterly earnings data on Tuesday, January 20th. The construction company reported $2.03 EPS for the quarter, topping the consensus estimate of $1.98 by $0.05. The company had revenue of $6.89 billion during the quarter, compared to analyst estimates of $6.66 billion. D.R. Horton had a net margin of 10.47% and a return on equity of 14.39%. D.R. Horton’s quarterly revenue was down 9.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.61 earnings per share. Sell-side analysts predict that D.R. Horton, Inc. will post 13.04 earnings per share for the current year.

D.R. Horton Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 12th. Stockholders of record on Thursday, February 5th will be paid a dividend of $0.45 per share. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $1.80 dividend on an annualized basis and a dividend yield of 1.2%. D.R. Horton’s dividend payout ratio is currently 15.53%.

D.R. Horton Profile

D.R. Horton, Inc is a national homebuilding company that designs, constructs and sells new residential properties across the United States. The company’s core operations focus on building single-family detached homes, townhomes and condominiums for a range of buyer segments. In addition to home construction and sales, D.R. Horton provides complementary services through subsidiaries that support the mortgage, title and closing processes for its customers, enabling integrated transaction workflows from inventory development to home delivery.

Founded in 1978 by Donald R.