BZH
BEAZER HOMES USA INC
$26.86
-1.36%
$739.4M
No data for this timeframe.
Vol
Market Cap$739.4M
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$270.0M
Inst. Activity8 buys / 5 sells
SEC Reports1
Recent Activity
Jun 11, 2026
SEC
BZH saw mixed institutional activity in Q3 2025, with 4 buyers (net +$12.4M) and 4 sellers (net -$5.2M), resulting in a
INST-CLUSTER — Impact 3/10
Feb 4, 2026
Insider
SHEPHERD DANNY R was granted 500 shares
Director
Inst.
BANK OF AMERICA CORP — TRIM
144,042 shares ($2.8M)
Inst.
Trexquant Investment LP — TRIM
78,466 shares ($1.5M)
May 12, 2026
short_volume
Short Volume: BZH — 71.1% short (0.8M / 1.2M)
Short: 839,198 | Exempt: 0 | TRF Vol: 1,180,032 | Short Ratio: 71.1% | Off-exchange volume (dark poo
Price Targets
Historical data — last covering-analyst action Aug 2025. No current recommendation available.
$25.00 (Aug 2025)
Current $27.05
Low $22.00
Median $23.00
High $30.00
3 analysts
$22.00
$30.00
Analyst Ratings
2Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Aug 4, 2025 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Jun 17, 2025 | Texas Capital Securities | INITIATE | Buy |
| May 2, 2025 | Wedbush | MAINTAIN | Outperform → Outperform |
| Apr 29, 2025 | Oppenheimer | REITERATE | Outperform → Outperform |
| Sep 17, 2024 | Zelman & Assoc | DOWNGRADE | Neutral → Underperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.34 ▼ -143.5% | $-0.43 — $-0.30 | -213% YoY | 3 |
| Next Q | $0.90 ▼ -49.7% | $0.44 — $1.55 | -16% YoY | 3 |
| Current FY | $-0.57 ▼ -176.1% | $-0.92 — $0.03 | -130% YoY | 3 |
| Next FY | $1.70 ▼ -43.1% | $1.29 — $2.06 | 400% YoY | 3 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $55.5M | — |
| Capital World Investors | $31.9M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $23.7M | — |
| STATE STREET CORP | $23.3M | — |
| DIMENSIONAL FUND ADVISORS LP | $19.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 4, 2026 | SHEPHERD DANNY | A | $0.00 |
50 institutional holders with $270.0M total value (14,033,275 shares) as of 2026-Q1. Top holders: BlackRock,, Capital, VANGUARD. Net buying activity: 8 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,882,811 | $55.5M | 20.5% | — |
| 2 | Capital World Investors | 1,659,813 | $31.9M | 11.8% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,232,949 | $23.7M | 8.8% | — |
| 4 | STATE STREET CORP | 1,208,832 | $23.3M | 8.6% | — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 999,804 | $19.2M | 7.1% | — |
| 6 | First Eagle Investment Management, LLC | 694,671 | $13.4M | 4.9% | — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 654,846 | $12.6M | 4.7% | — |
| 8 | MORGAN STANLEY | 533,471 | $10.3M | 3.8% | ADD +99.8% |
| 9 | GOLDMAN SACHS GROUP INC | 335,335 | $6.5M | 2.4% | — |
| 10 | AMERIPRISE FINANCIAL INC | 311,426 | $6.0M | 2.2% | — |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 303,039 | $5.8M | 2.2% | — |
| 12 | CITADEL ADVISORS LLC | 275,400 | $5.3M | 2.0% | — |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 229,400 | $4.4M | 1.6% | — |
| 14 | CITIGROUP INC | 186,577 | $3.6M | 1.3% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 174,589 | $3.4M | 1.2% | — |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | 165,096 | $3.2M | 1.2% | ADD +88.1% |
| 17 | Cerity Partners LLC | 154,141 | $3.0M | 1.1% | — |
| 18 | BANK OF AMERICA CORP /DE/ | 144,042 | $2.8M | 1.0% | TRIM -49.5% |
| 19 | TWO SIGMA INVESTMENTS, LP | 116,828 | $2.2M | 0.8% | DOUBLED +274.9% |
| 20 | CITADEL ADVISORS LLC | 114,100 | $2.2M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | TRIM | 284,957 | 144,042 | -49.5% | $2.8M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 146,813 | 78,466 | -46.6% | $1.5M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 16,515 | 73,886 | +347.4% | $1.4M | 2026-Q1 |
| Tweedy, Browne Co LLC | ADD | 31,872 | 50,523 | +58.5% | $972.1K | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 31,872 | 50,523 | +58.5% | $972.1K | 2026-Q1 |
| Assenagon Asset Management S.A. | NEAR_EXIT | 142,287 | 33,996 | -76.1% | $654.1K | 2026-Q1 |
| Legal & General Group Plc | ADD | 19,854 | 30,576 | +54.0% | $588.3K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 615 | 3,069 | +399.0% | $59.0K | 2026-Q1 |
| GROUP ONE TRADING LLC | TRIM | 4,723 | 1,621 | -65.7% | $31.2K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 95 | 365 | +284.2% | $7.0K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 83 | 189 | +127.7% | $3.6K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 24,120 | 38,847 | +61.1% | $748.00 | 2026-Q1 |
| HRT FINANCIAL LP | NEAR_EXIT | 156,573 | 20,400 | -87.0% | $392.00 | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 213,154 | 284,957 | +33.7% | $5.8M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 102,849 | 193,436 | +88.1% | $3.9M | 2025-Q4 |
| Trexquant Investment LP | ADD | 103,252 | 146,813 | +42.2% | $3.0M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 30,175 | 116,770 | +287.0% | $2.4M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | DOUBLED | 8,724 | 112,508 | +1189.6% | $2.3M | 2025-Q4 |
| Russell Investments Group, Ltd. | TRIM | 112,210 | 84,150 | -25.0% | $1.7M | 2025-Q4 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | TRIM | 133,861 | 69,360 | -48.2% | $1.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 12,054 | 45,189 | +274.9% | $916.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 23,205 | 32,824 | +41.5% | $665.3K | 2025-Q4 |
| Brevan Howard Capital Management LP | TRIM | 55,815 | 31,763 | -43.1% | $643.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 68,528 | 30,128 | -56.0% | $610.7K | 2025-Q4 |
| Verition Fund Management LLC | TRIM | 61,709 | 20,400 | -66.9% | $413.5K | 2025-Q4 |
1 unique insiders with 1 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 4, 2026 | SHEPHERD DANNY R | Director | AWARD | 500 | — | — |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Aug 2025): 71% buy across 7 analysts — 2 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Aug 2025. No current recommendation available.
$25.00 mean target (Aug 2025)
$22.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $27.05 |
| Target Low | $22.00 |
| Target Mean | $25.00 |
| Target Median | $23.00 |
| Target High | $30.00 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.34 | $-0.43 | $-0.30 | -213.3% | -143.5% | 2↑ 0↓ | $0.5B | -6.4% | 3 |
| Next Q 2026-09-30 |
$0.90 | $0.44 | $1.55 | -16.5% | -49.7% | 2↑ 0↓ | $0.8B | 5.2% | 3 |
| Current FY 2026-09-30 |
$-0.57 | $-0.92 | $0.03 | -129.8% | -176.1% | 0↑ 2↓ | $2.1B | -10.7% | 3 |
| Next FY 2027-09-30 |
$1.70 | $1.29 | $2.06 | 400.0% | -43.1% | 1↑ 0↓ | $2.5B | 17.5% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.343 | |
| 7d ago | $-0.300 | -0.043 |
| 30d ago | $0.790 | -1.133 |
| 60d ago | $0.790 | -1.133 |
| 90d ago | $0.790 | -1.133 |
14 analyst firms have rated this stock: 9 upgrades, 10 downgrades, 5 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Aug 4, 2025 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Jun 17, 2025 | Texas Capital Securities | INITIATE | — | Buy |
| May 2, 2025 | Wedbush | MAINTAIN | Outperform | Outperform |
| Apr 29, 2025 | Oppenheimer | REITERATE | Outperform | Outperform |
| Sep 17, 2024 | Zelman & Assoc | DOWNGRADE | Neutral | Underperform |
| Sep 5, 2024 | Wedbush | UPGRADE | Neutral | Outperform |
| Aug 2, 2024 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Aug 2, 2024 | Wedbush | MAINTAIN | Neutral | Neutral |
| May 31, 2024 | Oppenheimer | INITIATE | — | Outperform |
| May 2, 2024 | Wedbush | REITERATE | Neutral | Neutral |
| Feb 2, 2024 | Wedbush | MAINTAIN | Neutral | Neutral |
| Nov 17, 2023 | Wedbush | REITERATE | Neutral | Neutral |
| Aug 23, 2023 | Sidoti & Co. | UPGRADE | Neutral | Buy |
| Aug 18, 2023 | Wedbush | DOWNGRADE | Outperform | Neutral |
| Jul 31, 2023 | Zelman & Assoc | UPGRADE | Hold | Buy |
| Jul 12, 2023 | Sidoti & Co. | DOWNGRADE | Buy | Neutral |
| Jun 28, 2023 | Wedbush | UPGRADE | Neutral | Outperform |
| Jun 26, 2023 | B. Riley Securities | MAINTAIN | Buy | Buy |
| May 1, 2023 | B. Riley Securities | MAINTAIN | — | Buy |
| Apr 28, 2023 | Wedbush | MAINTAIN | — | Neutral |
| Feb 6, 2023 | B. Riley Securities | MAINTAIN | — | Buy |
| Jan 20, 2023 | B. Riley Securities | MAINTAIN | — | Buy |
| Oct 18, 2022 | B. Riley Securities | MAINTAIN | — | Buy |
| Jun 16, 2022 | B. Riley Securities | MAINTAIN | — | Buy |
| May 10, 2022 | B. Riley Securities | INITIATE | — | Buy |
| Nov 11, 2021 | Zelman | UPGRADE | Sell | Hold |
| Aug 19, 2021 | Janney Montgomery Scott | INITIATE | — | Buy |
| Apr 7, 2020 | Wedbush | MAINTAIN | — | Neutral |
| Jan 31, 2020 | Wedbush | DOWNGRADE | Outperform | Neutral |
| Sep 26, 2018 | Credit Suisse | MAINTAIN | Neutral | Neutral |
| Sep 26, 2018 | Wedbush | MAINTAIN | Outperform | Outperform |
| Sep 21, 2018 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| May 3, 2018 | Credit Suisse | MAINTAIN | Neutral | Neutral |
| Feb 13, 2018 | Wedbush | UPGRADE | Neutral | Outperform |
| Feb 12, 2018 | JMP Securities | UPGRADE | Market Underperform | Market Perform |
| Nov 20, 2017 | Credit Suisse | MAINTAIN | — | Neutral |
| Sep 14, 2017 | JP Morgan | UPGRADE | Neutral | Overweight |
| Aug 8, 2017 | Wedbush | DOWNGRADE | Outperform | Neutral |
| May 26, 2017 | JMP Securities | DOWNGRADE | Market Perform | Market Underperform |
| Dec 5, 2016 | Wedbush | INITIATE | — | Neutral |
| Jul 29, 2016 | UBS | MAINTAIN | — | Neutral |
| May 3, 2016 | UBS | DOWNGRADE | Buy | Neutral |
| Feb 5, 2016 | UBS | MAINTAIN | — | Buy |
| Jan 13, 2016 | JP Morgan | MAINTAIN | — | Neutral |
| Oct 19, 2015 | Compass Point | UPGRADE | Neutral | Buy |
| Sep 24, 2015 | UBS | MAINTAIN | — | Buy |
| Apr 30, 2015 | Compass Point | DOWNGRADE | Buy | Neutral |
| Feb 23, 2015 | Compass Point | DOWNGRADE | Buy | Neutral |
| Feb 2, 2015 | Citigroup | MAINTAIN | — | Neutral |
| Jan 12, 2015 | JP Morgan | MAINTAIN | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 3 | 2 | 0 | 0 | 71% | |
| May 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Apr 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% | |
| Jan 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
short_volume
Short Volume: BZH — 71.1% short (0.8M / 1.2M)
Short: 839,198 | Exempt: 0 | TRF Vol: 1,180,032 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: BZH — 27,871 shares ($0.7M) failed to deliver
Settlement: 20260512, Price: $25.16, FTD Value: $701,234.36, BEAZER HOMES USA INC NEW
Apr 30, 2026
earnings_calendar
BZH Q2 2026 Earnings Scheduled — 2026-04-30
Feb 12, 2026
short_interest
FTD: BZH — 22,736 shares ($0.6M) failed to deliver
Settlement: 20260212, Price: $26.73, FTD Value: $607,733.28, BEAZER HOMES USA INC NEW