KB Home (NYSE:KBH) Receives Consensus Recommendation of “Hold” from Analysts

Shares of KB Home (NYSE:KBH) have received an average rating of “Hold” from the fifteen analysts that are currently covering the stock, Marketbeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation, ten have issued a hold recommendation and three have given a buy recommendation to the company. The average 1-year target price among brokers that have issued a report on the stock in the last year is $59.50.

Several equities research analysts have recently weighed in on the company. Wells Fargo & Company decreased their price objective on KB Home from $55.00 to $50.00 and set an “underweight” rating for the company in a report on Wednesday. Citizens Jmp initiated coverage on shares of KB Home in a report on Tuesday. They issued an “outperform” rating and a $77.00 target price on the stock. Keefe, Bruyette & Woods reduced their price target on shares of KB Home from $67.00 to $62.00 and set a “market perform” rating for the company in a research report on Tuesday, December 23rd. Raymond James Financial cut shares of KB Home from an “outperform” rating to a “market perform” rating in a research note on Wednesday, December 24th. Finally, Barclays lowered their price objective on shares of KB Home from $62.00 to $56.00 and set an “overweight” rating on the stock in a research report on Wednesday.

Hedge Funds Weigh In On KB Home

Several institutional investors have recently added to or reduced their stakes in the stock. SG Americas Securities LLC lifted its position in KB Home by 204.8% during the 3rd quarter. SG Americas Securities LLC now owns 69,078 shares of the construction company’s stock worth $4,396,000 after acquiring an additional 46,415 shares during the period. Y Intercept Hong Kong Ltd purchased a new position in shares of KB Home in the 3rd quarter valued at approximately $1,551,000. Deprince Race & Zollo Inc. acquired a new position in shares of KB Home in the third quarter valued at approximately $59,301,000. Strs Ohio increased its holdings in shares of KB Home by 1,788.1% in the third quarter. Strs Ohio now owns 79,300 shares of the construction company’s stock valued at $5,047,000 after purchasing an additional 75,100 shares during the period. Finally, iSAM Funds UK Ltd purchased a new stake in shares of KB Home during the third quarter worth approximately $1,451,000. Institutional investors and hedge funds own 96.09% of the company’s stock.

Key Stories Impacting KB Home

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

• Positive Sentiment: Company pivot to a build-to-order strategy that management says should improve margins and position KBH for a recovery in 2027; this is the primary long-term upside scenario. Read More.
• Neutral Sentiment: Q1 earnings call framed 2026 as a “reset” year with cautionary commentary for near-term volumes and margins — useful context but not a catalyst by itself. Read More.
• Neutral Sentiment: Coverage initiation at Citizens JMP increases analyst attention (could change liquidity/visibility over time). Read More.
• Negative Sentiment: Q1 results disappointed: revenue down ~22–23% YoY, deliveries fell, and EPS missed/was materially below prior-year levels — a direct driver of the sell-off. Read More.
• Negative Sentiment: KBH cut guidance for 2026 and cited geopolitical headwinds (Middle East instability) as weighing on buyer demand — the weaker outlook amplifies upside risk for the shares. Read More.
• Negative Sentiment: Capital-return capacity is under pressure: buybacks slowed ~75% YoY in Q1, cash is being used to support payouts, and MarketBeat flags dividend/buyback risk if cash flows don’t recover. Read More.
• Negative Sentiment: Multiple sell-side firms have lowered estimates and price targets (Barclays, Bank of America to $56; UBS lowered expectations) and big firms (Goldman Sachs, Wells Fargo, Truist) issued pessimistic outlooks — analyst momentum is turning negative. Read More. Read More. Read More. Read More. Read More. Read More.
• Negative Sentiment: Technical and market-structure headwinds: MarketBeat highlights a looming “Death Cross,” critical support near the 2025 low (~$48.90) is at risk, institutions have been net sellers and short interest remains elevated — increasing downside vulnerability. Read More.

KB Home Stock Down 1.9%

KBH opened at $50.91 on Friday. KB Home has a one year low of $48.90 and a one year high of $68.71. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.53 and a current ratio of 2.20. The stock has a market capitalization of $3.17 billion, a P/E ratio of 10.37, a price-to-earnings-growth ratio of 7.15 and a beta of 1.47. The business’s 50-day simple moving average is $59.13 and its 200-day simple moving average is $60.82.

KB Home (NYSE:KBH) last released its quarterly earnings results on Tuesday, March 24th. The construction company reported $0.52 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.52. The firm had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $1.10 billion. KB Home had a return on equity of 9.63% and a net margin of 5.96%.The firm’s quarterly revenue was down 22.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.49 EPS. Analysts anticipate that KB Home will post 8.42 EPS for the current year.

KB Home Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Thursday, February 5th were paid a dividend of $0.25 per share. The ex-dividend date was Thursday, February 5th. This represents a $1.00 annualized dividend and a dividend yield of 2.0%. KB Home’s dividend payout ratio is 20.37%.

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.