Taylor Morrison Reports Strong Q4 and Full Year 2025 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy TMHC?
Source: PRnewswire
Taylor Morrison Home Corp's stock rose by 6.78% as it crossed above the 5-day SMA, reflecting positive investor sentiment following the company's strong Q4 and full-year 2025 results.
In Q4 2025, Taylor Morrison reported a net income of $174 million, or $1.76 per diluted share, with adjusted net income at $188 million. The company also announced an increase in its stock buyback program to $1 billion, set to expire in 2027, showcasing confidence in future market conditions. Additionally, the company anticipates closing approximately 2,200 homes in Q1 2026, indicating cautious optimism regarding market demand as the spring selling season approaches.
These results highlight Taylor Morrison's resilience and effective strategies in cost control and margin enhancement, which are likely to bolster investor confidence and support further stock price appreciation.
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Analyst Views on TMHC
Wall Street analysts forecast TMHC stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 60.640
Low
62.00
Averages
74.80
High
95.00
Current: 60.640
Low
62.00
Averages
74.80
High
95.00
About TMHC
Taylor Morrison Home Corporation is a homebuilder and developer. The Company's principal business is residential homebuilding and the development of lifestyle communities with operations across 12 states. The Company provides an assortment of homes across a range of price points to appeal to an array of consumer groups. It designs, builds and sells single and multi-family detached and attached homes in traditionally high growth markets for entry level, move-up, and resort lifestyle buyers. It operates under various brand names, including Taylor Morrison, Darling Homes Collection by Taylor Morrison, and Esplanade. It also has a Build-to-Rent homebuilding business which operates under the Yardly brand name. It owns and operates commercial space, retail, and multi-family properties under the Urban Form brand name. The Company, through its subsidiaries, provides financial services and title services. The Company, through its insurance agency, provides homeowner’s insurance policies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TAYLOR MORRISON HOME CORP.: BARCLAYS LOWERS TARGET PRICE FROM $70 TO $68
- Target Price Adjustment: Barclays has reduced the target price for Taylor Morrison Home Corp. from $70 to $68.
- Market Impact: This adjustment reflects Barclays' updated outlook on the company's performance and market conditions.
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Taylor Morrison Partners with Liquid Death for Unique Home Experience
- Unique Home Experience: Taylor Morrison's collaboration with Liquid Death introduces the first home featuring plumbing that delivers Liquid Death soda-flavored sparkling water from every fixture, enticing consumers to desire both the drink and the home, thereby enhancing brand appeal.
- Innovative Marketing Strategy: This partnership aims to break traditional marketing boundaries by offering a unique home experience that captures consumer attention, which is expected to significantly boost brand awareness and market share.
- Luxury Home Highlight: The winner will receive a brand-new, move-in-ready Taylor Morrison home where all faucets provide Liquid Death soda-flavored sparkling water, elevating the luxury of the living experience.
- Commitment to Sustainability: Taylor Morrison emphasizes its commitment to sustainable operations in its annual Sustainability Report, and this collaboration is anticipated to further enhance its image in the eco-friendly market.
See More
Taylor Morrison Partners with Liquid Death for Dream Home Giveaway
- Innovative Home Experience: Taylor Morrison's collaboration with Liquid Death introduces the first home featuring soda-flavored sparkling water flowing from every faucet, enhancing luxury living and capturing consumer interest.
- Marketing Strategy: Consumers can enter to win the home by purchasing Liquid Death beverages, increasing brand visibility and driving sales, which is expected to attract more young consumers.
- Brand Collaboration Impact: This partnership not only elevates Taylor Morrison's market image but also leverages Liquid Death's humorous marketing approach to enhance brand appeal and expand the target customer base.
- Sustainability Commitment: Taylor Morrison's long-standing commitment to sustainable operations aligns with Liquid Death's environmental ethos, showcasing a shared vision for promoting healthy and sustainable lifestyles.
See More
Taylor Morrison to Release Q1 2026 Results and Host Webcast
- Earnings Release Schedule: Taylor Morrison plans to release its Q1 2026 financial results before the market opens on April 22, 2026, demonstrating the company's commitment to transparency and investor communication.
- Webcast Timing: The company will hold a conference call on the same day at 8:30 a.m. ET to discuss the earnings report, aiming to enhance interaction and information sharing with investors.
- Webcast Availability: The audio webcast will be available on Taylor Morrison's website, with participants required to register at least 10 minutes prior to the start, reflecting the company's focus on investor experience.
- Company Background: Headquartered in Scottsdale, Arizona, Taylor Morrison is one of the nation's leading homebuilders, recognized as America's Most Trusted® Builder since 2016, indicating its strong reputation and market position in the industry.
See More
TAYLOR MORRISON HOME CORP.: BARCLAYS LOWERS TARGET PRICE FROM $70 TO $68
- Target Price Adjustment: Barclays has reduced the target price for Taylor Morrison Home Corp. from $70 to $68.
- Market Impact: This adjustment reflects Barclays' updated outlook on the company's performance and market conditions.
See More
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- Trump's Escalating Threats: As President Trump's deadline approaches, hopes for Iran to reopen the Strait of Hormuz are fading, leading to a projected lower open for the S&P 500 after four consecutive gains, indicating investor concerns over potential conflict.
- Broadcom's Partnership with Google: Broadcom has secured a deal with Google to produce future AI chips through 2031 and expanded its compute agreement with Anthropic, showcasing Broadcom's strong potential return to the AI chip market and possibly reshaping its industry leadership.
- Wells Fargo Raises Intel Price Target: Wells Fargo increased Intel's price target from $45 to $55, citing expected demand growth for server CPUs, although it trimmed 2026 EPS estimates by 2.6% while raising 2027 estimates by 8.7%, reflecting confidence in Intel's future prospects.
- Morgan Stanley Downgrades Arm: Morgan Stanley downgraded Arm from buy to hold due to execution risks in its in-house CPU initiative and memory supply constraints, despite raising the price target to $150, indicating cautious sentiment regarding Arm's near-term growth potential.
See More
Latest Rating Changes on Wall Street
- Apple Performance: Evercore ISI reiterates Apple as outperform despite slowing App Store growth, expecting AAPL to compensate through higher growth areas like Apple Pay, iCloud, and Licensing, with a target price of $330.
- Homebuilders Downgrade: Seaport downgrades Toll Brothers and D.R. Horton to neutral, anticipating a 15% downside due to ongoing demand pressures and book valuations below 2013 levels.
- MercadoLibre Investment Upgrade: Jefferies upgrades MercadoLibre from hold to buy, citing its growth investment strategy in Latin America as a driver for long-term growth.
- Rocket Lab Rating Upgrade: Citizens upgrades Rocket Lab from market perform to market outperform with an $85 price target, highlighting its favorable positioning in the space economy and improved risk/reward dynamics.
See More
Taylor Morrison Partners with Liquid Death for Unique Home Experience
- Unique Home Experience: Taylor Morrison's collaboration with Liquid Death introduces the first home featuring plumbing that delivers Liquid Death soda-flavored sparkling water from every fixture, enticing consumers to desire both the drink and the home, thereby enhancing brand appeal.
- Innovative Marketing Strategy: This partnership aims to break traditional marketing boundaries by offering a unique home experience that captures consumer attention, which is expected to significantly boost brand awareness and market share.
- Luxury Home Highlight: The winner will receive a brand-new, move-in-ready Taylor Morrison home where all faucets provide Liquid Death soda-flavored sparkling water, elevating the luxury of the living experience.
- Commitment to Sustainability: Taylor Morrison emphasizes its commitment to sustainable operations in its annual Sustainability Report, and this collaboration is anticipated to further enhance its image in the eco-friendly market.
See More
Taylor Morrison Partners with Liquid Death for Dream Home Giveaway
- Innovative Home Experience: Taylor Morrison's collaboration with Liquid Death introduces the first home featuring soda-flavored sparkling water flowing from every faucet, enhancing luxury living and capturing consumer interest.
- Marketing Strategy: Consumers can enter to win the home by purchasing Liquid Death beverages, increasing brand visibility and driving sales, which is expected to attract more young consumers.
- Brand Collaboration Impact: This partnership not only elevates Taylor Morrison's market image but also leverages Liquid Death's humorous marketing approach to enhance brand appeal and expand the target customer base.
- Sustainability Commitment: Taylor Morrison's long-standing commitment to sustainable operations aligns with Liquid Death's environmental ethos, showcasing a shared vision for promoting healthy and sustainable lifestyles.
See More
Taylor Morrison to Release Q1 2026 Results and Host Webcast
- Earnings Release Schedule: Taylor Morrison plans to release its Q1 2026 financial results before the market opens on April 22, 2026, demonstrating the company's commitment to transparency and investor communication.
- Webcast Timing: The company will hold a conference call on the same day at 8:30 a.m. ET to discuss the earnings report, aiming to enhance interaction and information sharing with investors.
- Webcast Availability: The audio webcast will be available on Taylor Morrison's website, with participants required to register at least 10 minutes prior to the start, reflecting the company's focus on investor experience.
- Company Background: Headquartered in Scottsdale, Arizona, Taylor Morrison is one of the nation's leading homebuilders, recognized as America's Most Trusted® Builder since 2016, indicating its strong reputation and market position in the industry.
See More
