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DFDFH

Dream Finders Homes, Inc.

$DFH·$1.4B·Residential Construction·Consumer Cyclical
$15.60+5.1%1Y-44.4%
Mentions · last 7 days
2026-08-08: 2 posts2026-08-09: 2 posts2026-08-10: 3 posts2026-08-11: 0 posts2026-08-12: 0 posts2026-08-13: 5 posts2026-08-14: 13 posts250%
Price updated 16h ago·X counts updated 14h ago
DFDFH
$DFHDream Finders Homes, Inc.
$15.60+5.12%25 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DFH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Dream Finders just signed to buy Beazer Homes all-cash and a director bought $288K on the open market — the homebuilder-consolidation trade is landing.

Dream Finders Homes is a Florida-headquartered mid-tier homebuilder that just signed a definitive all-cash merger agreement to acquire Beazer Homes on Aug 6 — a step-change transaction that transforms DFH into a materially-larger nationally-scaled builder with the Millrose Properties $1.25B capital commitment providing the financing backbone. It's down 44% over twelve months but bouncing on the deal.

Where it stands:

  • The Beazer acquisition is the whole story now — the Aug 6 all-cash deal at $33.55 per Beazer share plus Millrose Properties' $1.25B capital-support commitment means DFH is doubling down on the homebuilder-consolidation thesis right at the moment mortgage rates and affordability are pressuring the sector — a contrarian capital-allocation call that management is executing anyway.
  • The insider signal is a genuine positive — director Richard Beckwitt bought $288K in two open-market transactions on Aug 13, which is a rare open-market insider buy (rather than option exercise or gift) in the exact week the market is pricing the deal integration risk, and reads as high-conviction accumulation into the pullback.
  • The trailing fundamentals show the cycle pressure — Q2 EPS of $0.27 missed the $0.30 estimate by 8% (Q1 missed by 45%), Q1 revenue was down 10% year-over-year, and 3% operating margin plus 14% gross margin reflect the current builder-cycle stress — the deal has to work through this backdrop.

Q3 earnings Oct 29 is the read — commentary on Beazer integration timeline plus any specific home-closings guidance for combined operations extends the coil; another quarter of revenue decline or Beazer-related integration cost surprise and the 18%-of-52w-range position tests support. Mortgage-rate direction and home-affordability commentary are the underappreciated macro swing factors either direction.

What to watch: Q3 earnings Oct 29 — commentary on Beazer integration timeline plus home-closings guidance for combined operations extends the coil; another quarter of revenue decline or Beazer-related integration cost surprise and the 18%-of-52w-range position tests support. Mortgage-rate direction and home-affordability commentary are the swing factors.

On the calendar: 2026-10-29 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

US homebuilder constructing and selling single-family homes across the Southeast, Mid-Atlantic, and Mountain West with an asset-light model.

Industry overviewAI analysisGenerated by AI from underlying data

Where Residential Construction sits in its cycle right now — and what that implies for $DFH.

Residential Construction · Consumer Cyclical

No material change from last week — Affordability compression at 7%+ mortgage rates is the structural headwind, but Lennar's Q2 beat on cost discipline confirms builders can maintain earnings..

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+2.9%YTD
-9.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-11.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.27$0.29-8.5%
Q1 2026Apr 30, 2026$0.11$0.20-45.5%
Q4 2025Feb 23, 2026$0.58$0.62-6.5%
Q3 2025Oct 30, 2025$0.47$0.470.0%
Next earningsThu, Oct 29·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B-7.6%7.7%-4.5%$0.26$-107.2M
Q1 FY26$887.8M-10.3%14.6%2.2%$0.11$-54.8M
Q4 FY25$1.2B-22.3%12.8%6.2%$0.70$136.0M
Q3 FY25$969.8M-3.7%22.1%6.1%$0.51$-135.7M

Forward consensus

2-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.3B$4.2B – $4.3B$1.13$1.12 – $1.142
FY27$4.6B$4.5B – $4.6B$1.19$1.17 – $1.202

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 75.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 13Richard BeckwittDirector12.0K sh$178KBuyAug 12Richard BeckwittDirector8.0K sh$111KBuyAug 11Richard BeckwittDirector70.0K sh$977KSellJun 24Lovett William Radford Ii10% owner56.6K sh$943KSellJun 22Lovett William Radford Ii10% owner22.0K sh$329KSellJun 18Lovett William Radford Ii10% owner85.1K sh$1.3MSellJun 17Lovett William Radford Ii10% owner45.5K sh$693KSellJun 16Lovett William Radford Ii10% owner50.3K sh$753KSellJun 15Lovett William Radford Ii10% owner53.3K sh$808KSellJun 12Lovett William Radford Ii10% owner76.4K sh$1.2M
1–10 of 13
+ 14 other (7 inkinds · 6 awards · 1 other) in window

See when $DFH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 78-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Dream Finders Homes, Inc. signed a definitive Merger Agreement on August 6, 2026 to acquire Beazer Homes USA, Inc. in an all-cash deal. Each Beazer share will be converted to $33.50 in cash at the effective time; in-the-money Beazer stock options will be cashed out for intrinsic value, while out-of-the-money options are cancelled. A merger subsidiary (Bulldogs Merger Sub, Inc.) will merge with and into Beazer, making Beazer a wholly-owned DFH subsidiary. This is a transformative homebuilder consolidation that materially expands DFH's scale in the production homebuilding market.

3New insider — initial holdingsJul 223
AI summary

Steven Fischer filed an initial statement of beneficial ownership (Form 3) as a new Director of Dream Finders Homes Inc (DFH), with a trigger event date of July 13, 2026 (filed July 22, 2026). Fischer directly and beneficially owns 95,512 shares of Class A common stock. This Form 3 accompanies DFH's concurrent 8-K disclosing Fischer's appointment to the Board and Audit Committee as an audit committee financial expert, replacing Megha Parekh.

3New insider — initial holdingsJul 223
AI summary

Richard Beckwitt filed an initial statement of beneficial ownership (Form 3) as a new Director of Dream Finders Homes Inc (DFH), with the trigger event date of July 13, 2026 (filed July 22, 2026). Beckwitt reports no securities beneficially owned. This Form 3 accompanies DFH's concurrent 8-K disclosing his appointment as Co-Chairman of the Board alongside CEO Patrick Zalupski, an administrative filing with no direct financial impact.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Dream Finders Homes Inc's Board expanded from five to seven members on July 13, 2026, appointing Richard Beckwitt as Co-Chairman (alongside CEO and Co-Chairman Patrick Zalupski) and Steven Fischer as a director and Audit Committee member (replacing Megha Parekh). Fischer qualifies as an 'audit committee financial expert' under Regulation S-K Item 407(d). Both Beckwitt and Fischer are independent under NYSE listing rules. This is a significant governance event — the board expansion and addition of a Co-Chairman may signal a strategic initiative, capital markets activity, or succession planning at the homebuilder.

8-KPress release / Reg FDJul 88-K — Item 7.01: Press release / Reg FD
AI summary

Dream Finders Homes (DFH) publicly disclosed on July 8, 2026, that it submitted a proposal to Beazer Homes USA's board to acquire all outstanding Beazer shares in an all-cash transaction. No price or binding terms were set, and Beazer's cooperation is not guaranteed; consummation depends on due diligence, board approval, and definitive documentation. The filing furnished a press release and investor presentation under Reg FD. Dream Finders Homes is a national homebuilder headquartered in Jacksonville, Florida, and a combination with Beazer Homes would significantly expand its scale.

8-KMaterial agreementJun 108-K — Item 1.01: Material agreement · Item 3.03 · Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Dream Finders Homes (DFH) completed its reincorporation from the State of Delaware to the State of Texas effective June 9, 2026, at 5 p.m. Eastern Time, filing certificates of conversion with both the Delaware and Texas Secretaries of State. The Reincorporation changed the Company's governing law and governing documents to Texas law but did not alter its business, management, properties, employees, assets, liabilities, net worth, or any material contracts. In connection with the Reincorporation, the Board approved new indemnification agreements for all directors and executive officers under Texas law. The Company also disclosed 2026 Annual Meeting voting results including approval of the reincorporation and other matters.

3New insider — initial holdingsJun 83
8-KOfficer or director changeJun 58-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 21 other (5 13Gs · 4 proxys · 3 earnings 8-Ks · 3 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Beazer Homes USA, Inc. (BZH)newsfilecorp.com·4d agoBeazer Homes Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Beazer Homes USA, Inc. - BZHbusinesswire.com·5d agoDream Finders Strikes Deal to Buy Beazer. Home Builders Continue to Consolidate.barrons.com·8d agoMillrose Properties to Provide Capital Support for Dream Finders Homes' Announced Acquisition of Beazer Homes with Up to $1.25 Billion Commitmentbusinesswire.com·8d agoDream Finders Homes to Acquire Beazer Homes, Creating Sixth-Largest U.S. Homebuildergurufocus.com·8d ago

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