KB Home (NYSE:KBH) Coverage Initiated at Citizens Jmp

Analysts at Citizens Jmp started coverage on shares of KB Home (NYSE:KBH) in a report released on Tuesday, MarketBeat Ratings reports. The brokerage set an “outperform” rating and a $77.00 price target on the construction company’s stock. Citizens Jmp’s price target would suggest a potential upside of 47.57% from the company’s previous close.

KBH has been the topic of a number of other research reports. Zacks Research lowered KB Home from a “hold” rating to a “strong sell” rating in a report on Tuesday, December 23rd. JPMorgan Chase & Co. reduced their price target on KB Home from $71.00 to $50.00 and set a “neutral” rating for the company in a report on Monday, December 29th. Truist Financial assumed coverage on KB Home in a research note on Tuesday, March 3rd. They issued a “hold” rating and a $65.00 price target on the stock. Keefe, Bruyette & Woods dropped their price objective on KB Home from $67.00 to $62.00 and set a “market perform” rating on the stock in a report on Tuesday, December 23rd. Finally, Raymond James Financial cut KB Home from an “outperform” rating to a “market perform” rating in a research report on Wednesday, December 24th. Three investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $59.50.

KB Home Stock Down 1.4%

KBH stock opened at $52.18 on Tuesday. KB Home has a one year low of $48.90 and a one year high of $68.71. The stock has a market capitalization of $3.30 billion, a PE ratio of 10.63, a price-to-earnings-growth ratio of 7.04 and a beta of 1.47. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.53 and a current ratio of 5.77. The company has a fifty day moving average of $59.55 and a 200-day moving average of $61.00.

KB Home (NYSE:KBH) last issued its quarterly earnings results on Tuesday, March 24th. The construction company reported $0.52 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.53 by ($0.01). The firm had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.10 billion. KB Home had a return on equity of 9.59% and a net margin of 5.96%.The company’s revenue was down 22.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.49 earnings per share. As a group, analysts expect that KB Home will post 8.42 EPS for the current year.

Institutional Investors Weigh In On KB Home

A number of institutional investors and hedge funds have recently modified their holdings of the company. First Horizon Corp raised its holdings in KB Home by 178.9% during the fourth quarter. First Horizon Corp now owns 502 shares of the construction company’s stock worth $28,000 after purchasing an additional 322 shares during the last quarter. Parkside Financial Bank & Trust boosted its position in KB Home by 73.1% during the fourth quarter. Parkside Financial Bank & Trust now owns 592 shares of the construction company’s stock worth $33,000 after purchasing an additional 250 shares in the last quarter. Fulcrum Asset Management LLP acquired a new stake in KB Home in the third quarter valued at $36,000. Aventura Private Wealth LLC acquired a new stake in KB Home in the fourth quarter valued at $46,000. Finally, Rothschild Investment LLC increased its position in shares of KB Home by 391.0% in the fourth quarter. Rothschild Investment LLC now owns 820 shares of the construction company’s stock valued at $46,000 after buying an additional 653 shares in the last quarter. Institutional investors and hedge funds own 96.09% of the company’s stock.

KB Home News Summary

Here are the key news stories impacting KB Home this week:

• Positive Sentiment: Management is accelerating a shift to build‑to‑order (targeting ~70% of deliveries in H2 2026), which management says should preserve pricing/margins as volume softens. KB Home outlines shift to 70% built-to-order deliveries
• Positive Sentiment: KBH repurchased $50 million of stock in Q1, a modest capital return that supports EPS and signals board confidence. KB HOME REPORTS 2026 FIRST QUARTER RESULTS
• Positive Sentiment: At least one firm (Citizens/JMP) initiated coverage with an outperform and a high price target, showing some analyst confidence in longer-term upside. Citizens Initiates Coverage of KB Home
• Neutral Sentiment: Q1 EPS came in roughly in line with some estimates (≈$0.52) but revenue missed and declined ~22–23% year‑over‑year — mixed signals on operating leverage. Investors should read the call/transcript for detail on orders and cancellations. KB Home Q1 Earnings Meet Estimates, Revenues Miss
• Neutral Sentiment: Full earnings call transcript and slide deck provide details on backlog, cancellations, and timing of the build‑to‑order margin improvement; useful for modeling turnaround timing. KB Home Q1 2026 Earnings Call Transcript
• Negative Sentiment: Management cut full‑year guidance and explicitly said the Iran/Middle East war is already deterring prospective buyers, flagging lower near‑term demand and adding macro uncertainty to the outlook. Leading home builder says the Iran war is already hurting housing market
• Negative Sentiment: Q1 revenue dropped roughly 23% y/y and the weak top line plus a softer order cadence prompted the guidance cut — the core reason sell‑side models are being downgraded. KB Home Stock Sinks After Q1 Revenues Fall 23%
• Negative Sentiment: Multiple analysts trimmed price targets and ratings after the quarter (Goldman, UBS, Truist, Wells Fargo, RBC, BofA, etc.), increasing near‑term sell pressure and lowering consensus estimates. KB Home Analysts Lower Their Forecasts After Downbeat Q1 Results

KB Home Company Profile

KB Home is an American homebuilding company headquartered in Los Angeles, California. Founded in 1957, it was among the first homebuilders to go public, offering investors access to one of the nation’s largest residential construction platforms. The company is structured to serve a broad spectrum of homebuyers, with a particular focus on first-time, first move-up and active adult segments. As a public company trading on the New York Stock Exchange under the symbol KBH, KB Home draws on decades of experience in land acquisition, construction and community planning.

At its core, KB Home designs and constructs single-family detached and attached homes, townhomes and condominium units.