Ghe LLC Decreases Stock Holdings in KB Home $KBH

Ghe LLC reduced its holdings in shares of KB Home (NYSE:KBH) by 46.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,656 shares of the construction company’s stock after selling 15,327 shares during the quarter. Ghe LLC’s holdings in KB Home were worth $914,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of KBH. Deprince Race & Zollo Inc. raised its stake in shares of KB Home by 13.1% during the 4th quarter. Deprince Race & Zollo Inc. now owns 1,054,280 shares of the construction company’s stock worth $59,472,000 after purchasing an additional 122,457 shares during the period. Lincluden Management Ltd. bought a new position in KB Home during the third quarter valued at about $1,965,000. International Assets Investment Management LLC purchased a new stake in KB Home during the fourth quarter worth about $4,232,000. M&T Bank Corp increased its holdings in KB Home by 673.5% during the fourth quarter. M&T Bank Corp now owns 49,046 shares of the construction company’s stock worth $2,767,000 after buying an additional 42,705 shares during the last quarter. Finally, Aberdeen Group plc raised its position in KB Home by 26.2% in the fourth quarter. Aberdeen Group plc now owns 136,526 shares of the construction company’s stock worth $7,701,000 after acquiring an additional 28,381 shares during the period. Hedge funds and other institutional investors own 96.09% of the company’s stock.

Key KB Home News

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

• Positive Sentiment: KB Home opened several new communities this week, including Enclaves at Tumamoc in Tucson, Tobiano in southwest Las Vegas, and Greyhawk and Sparrow at Dutton Meadows in Santa Rosa, expanding its footprint in active housing markets and supporting future sales. KB HOME OPENS ENCLAVES AT TUMAMOC: HOMES PRICED FROM THE LOW $300Ks IN A CENTRAL TUCSON, ARIZONA LOCATION
• Positive Sentiment: The company was named to TIME’s America’s Best Companies 2026 list, a reputational win that may reinforce KB Home’s brand with buyers and investors. KB HOME NAMED ONE OF AMERICA’S BEST COMPANIES BY TIME
• Positive Sentiment: Zacks Research raised several forward earnings estimates for KB Home, including FY2026, FY2027, and FY2028, which can help support investor confidence in the company’s earnings trajectory. KB Home analyst estimate updates
• Neutral Sentiment: KB Home declared a quarterly cash dividend of $0.25 per share, underscoring capital return discipline, though the dividend announcement is not likely to be a major short-term stock catalyst. KB HOME DECLARES THIRD QUARTER 2026 DIVIDEND
• Negative Sentiment: The company’s most recent quarterly results showed earnings slightly below expectations and revenue down sharply year over year, which still hangs over the stock and may limit upside until housing demand or margins improve further.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on KBH shares. Barclays boosted their target price on shares of KB Home from $56.00 to $57.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. UBS Group raised their price target on shares of KB Home from $63.00 to $66.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Weiss Ratings cut shares of KB Home from a “hold (c-)” rating to a “sell (d+)” rating in a report on Thursday, May 7th. The Goldman Sachs Group dropped their price objective on KB Home from $65.00 to $56.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 25th. Finally, Truist Financial increased their price objective on KB Home from $50.00 to $56.00 and gave the company a “hold” rating in a report on Wednesday, June 24th. Four research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, KB Home has an average rating of “Hold” and an average price target of $60.17.

KB Home Stock Performance

Shares of NYSE KBH opened at $56.33 on Monday. KB Home has a fifty-two week low of $44.03 and a fifty-two week high of $68.71. The stock has a market cap of $3.45 billion, a PE ratio of 19.63, a price-to-earnings-growth ratio of 9.36 and a beta of 1.34. The stock has a fifty day moving average of $52.80 and a 200-day moving average of $55.78.

KB Home (NYSE:KBH) last issued its quarterly earnings data on Tuesday, June 23rd. The construction company reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.44 by ($0.01). KB Home had a return on equity of 7.67% and a net margin of 4.94%.The company had revenue of $1.11 billion for the quarter, compared to analysts’ expectations of $1.09 billion. During the same period last year, the company posted $1.50 EPS. The business’s revenue for the quarter was down 27.3% on a year-over-year basis. On average, sell-side analysts predict that KB Home will post 3.29 EPS for the current year.

KB Home Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Thursday, August 6th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Thursday, August 6th. KB Home’s dividend payout ratio is presently 34.84%.

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.