Professional
Added to YB: 2025-11-20
Pitch date: 2025-09-30
DHI [neutral]
D.R. Horton, Inc.
-14.39%
current return
Author Info
No bio for this author
Company Info
D.R. Horton, Inc. operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States.
Market Cap
$39.9B
Pitch Price
$168.38
Price Target
N/A
Dividend
1.28%
EV/EBITDA
10.48
P/E
13.13
EV/Sales
1.36
Sector
Household Durables
Category
growth
Heartland Mid Cap Value Fund Portfolio Holding: D.R. Horton, Inc.
DHI (holding update): Largest US homebuilder w/ 10% market share & entry-level focus. Speculative inventory model reduces costs, strong balance sheet enables capital flexibility. Beat Q3 earnings on deliveries & gross margin, orders +4pp vs street. Mgmt bought 3% shares in Q3, Berkshire new stake. 2.1x BV vs 1.8x median, but ROC improved structurally justifying higher multiple.
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