Taylor Morrison CFO Makes a Bold Move with Stock Sale!

Taylor Morrison CFO Curtis Vanhyfte sold 3,501 shares of TMHC stock for $240,413 on August 22, 2025. RBC Capital analyst Mike Dahl raised the price target for Taylor Morrison to $75 despite weaker Q2 results. The company's Q2 earnings call revealed mixed sentiments and challenges, but it remains optimistic about long-term demand for affordable new construction. Taylor Morrison's strong financial performance and undervaluation add to its appeal, but the lack of a dividend yield and mixed earnings call sentiment present risks.

Taylor Morrison Home Corp (TMHC) saw its Chief Financial Officer, Curtis Vanhyfte, sell 3,501 shares of the company's common stock on August 20, 2025. The transaction, reported via a SEC Form 4 filing, resulted in Vanhyfte selling shares worth $240,413 at an average price of $68.67 per share [1]. Following the sale, Vanhyfte owns 11,742 shares of TMHC.

The stock sale coincides with mixed earnings results for TMHC during the second quarter of 2025. The company reported earnings per share (EPS) of $2.02, surpassing the forecasted $1.95. Revenue reached $2 billion, exceeding the projected $1.93 billion [2]. Despite these positive financials, TMHC's stock experienced a pre-market decline of 9.13%, closing at $60.72 from a previous close of $66.82.

Analysts have responded to the earnings with varying sentiments. RBC Capital analyst Mike Dahl raised the price target for TMHC to $75, despite the weaker-than-expected Q2 results. The upgrade reflects the analyst's view of the company's long-term potential and undervaluation, as highlighted by a P/E ratio of 7.7x and a Fair Value estimate [2].

The earnings call revealed several challenges, including increased competitive pressures in the first-time and move-up markets, a rise in cancellation rates to 14.6%, and potential macroeconomic factors affecting housing demand. However, the company remains optimistic about long-term demand for affordable new construction, as emphasized by CEO Cheryl Palmer [2].

Key takeaways from the Q2 earnings include:

- Revenue: $2 billion, up 2% year-over-year
- EPS: $2.02, exceeding the forecast of $1.95
- Adjusted net income: $204 million ($2.20/share)
- Home closings volume: 3,340 homes, a 4% increase year-over-year
- Average closing price: $589,000, a 2% decline year-over-year

Investors should note that TMHC's strong financial performance and undervaluation make it an attractive investment, but the lack of a dividend yield and mixed sentiment from the earnings call present risks. The company's focus on serving well-qualified homebuyers and its balanced portfolio of to-be-built and spec homes in attractive core submarkets are key strengths.

References:
[1] https://www.tradingview.com/news/tradingview:e9cc9d9f9d1e4:0-taylor-morrison-home-corp-cfo-sells-shares/
[2] https://www.investing.com/news/transcripts/earnings-call-transcript-taylor-morrison-beats-q2-2025-forecasts-stock-dips-93CH-4197209