TMHC Taylor Morrison Home Corp
Price Chart
Executive Summary
Taylor Morrison Home Corp filed DEFA14A additional soliciting materials confirming it has entered into a definitive agreement to be acquired by Berkshire Hathaway. The transaction is expected to close in H2 2026, with TMHC going private and CEO Sheryl Palmer remaining in place. This is a transformative going-private event backed by Berkshire's capital strength and long-term investment horizon.
Actionable Insight
TMHC shareholders should expect a premium to the pre-announcement stock price when definitive deal terms are disclosed in the upcoming proxy statement. Monitor the proxy filing for per-share consideration, termination fees, and any go-shop provisions. Berkshire's backing suggests high completion probability — the stock should trade near the deal price minus risk arbitrage spread until close.
Key Facts
- Taylor Morrison has entered into a definitive agreement to be acquired by Berkshire Hathaway
- Acquisition expected to close in the second half of 2026, subject to customary conditions
- CEO Sheryl Palmer will continue to lead the company post-closing
- Taylor Morrison will go from public to private upon completion
- Acquisition described as supported by Berkshire's 'unmatched capital strength and long-term investment philosophy'
Financial Impact
Transformative going-private acquisition; Berkshire Hathaway acquiring full equity of a $6.7B market cap national homebuilder. Deal value not disclosed in this filing.
Risk Factors
- Shareholder approval required; risk of no vote passing
- Regulatory approvals needed; antitrust review possible for large Berkshire acquisition
- Transaction could be delayed or terminated, with possible termination fee payable by TMHC
- Competing or superior acquisition proposals could emerge during the pendency period
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-259214 |
| Document: 0001193125-26-259214-index-headers.html | 0001193125-26-259214 |
| Document: 0001193125-26-259214-index.html | 0001193125-26-259214 |
| Document: 0001193125-26-259214.txt | 0001193125-26-259214 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 12, 2026
2d ago
|
PREM14A
| $71.91 awaiting T+1 | awaiting T+1 | — | $71.90 (−0.01%) |
|
Jun 12, 2026
2d ago
|
DEFA14A
| $71.91 awaiting T+1 | awaiting T+1 | — | $71.90 (−0.01%) |
|
Jun 5, 2026
9d ago
|
DEFA14A
| $71.46 awaiting T+1 | awaiting T+1 | — | $71.90 (+0.62%) |
|
Jun 5, 2026
9d ago
|
DEFA14A
| $71.46 awaiting T+1 | awaiting T+1 | — | $71.90 (+0.62%) |
|
Jun 5, 2026
9d ago
|
DEFA14A
| $71.47 awaiting T+1 | awaiting T+1 | — | $71.90 (+0.60%) |
|
Jun 5, 2026
10d ago
|
DEFA14A
| $71.55 awaiting T+1 | awaiting T+1 | — | $71.90 (+0.49%) |
|
Jun 2, 2026
13d ago
|
DEFA14A
| $71.50 $71.54 | ▲ +0.06% | ▲ +0.78% | $71.90 (+0.56%) |
|
Jun 1, 2026
13d ago
|
8-K
| $71.55 $71.50 | ▼ −0.07% | ▼ −0.21% | $71.90 (+0.49%) |
|
Apr 22, 2026
7w ago
|
8-K
| $65.00 $64.33 | ▲ +1.03% | ▲ +0.64% | $71.90 (−10.62%) |
|
Apr 10, 2026
9w ago
|
DEFA14A
| $60.30 $59.50 | ▼ −1.33% | ▼ −2.54% | $71.90 (+19.24%) |
US Market Status
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