DFH
Dream Finders Homes, Inc.
$15.05
-0.46%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$283.5M
Inst. Activity16 buys / 3 sells
Insider Activity0B / 2S
Insider Net $-$1.9M
SEC Reports7
Recent Activity
Jun 10, 2026
SEC
Dream Finders Homes completed its reincorporation from Delaware to Texas, effective June 9, 2026, approved by shareholde
8-K — Impact 3/10
Jun 10, 2026
SEC
Director and 10% stockholder William Radford Lovett II has filed a Form 144 notice of intent to sell 450,000 shares of D
144 — Impact 5/10
Jun 5, 2026
SEC
Dream Finders Homes appointed Clint Szubinski as COO, effective June 1, 2026, with an employment agreement providing an
8-K — Impact 3/10
May 20, 2026
Insider
Lovett William Radford II sold 32,146 shares
10%+ Owner @ $12.89 ($414.4K)
May 19, 2026
Insider
Lovett William Radford II sold 117,854 shares
10%+ Owner @ $12.65 ($1.5M)
Apr 1, 2026
Insider
Ramsay Lorena Anabel surrendered for taxes 2,305 shares
Senior VP and CFO @ $14.04 ($32.4K)
Inst.
MARSHALL WACE, LLP — DOUBLED
499,587 shares ($7.0M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — ADD
415,013 shares ($5.8M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$18.00 (Jan 2026)
Current $14.04
Low $18.00
Median $18.00
High $18.00
1 analysts
$18.00
$18.00
Analyst Ratings
0Strong Buy
0Buy
5Hold
4Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 7, 2026 | Citizens | INITIATE | Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.29 ▼ -17.4% | $0.28 — $0.31 | -47% YoY | 2 |
| Next Q | $0.33 ▼ -21.0% | $0.31 — $0.35 | -30% YoY | 2 |
| Current FY | $1.34 ▼ -5.8% | $1.20 — $1.48 | -37% YoY | 3 |
| Next FY | $1.54 ▼ -21.3% | $1.49 — $1.60 | 15% YoY | 2 |
Latest Reports
NEUTRAL
8-K
3/10
Dream Finders Homes completed its reincorporation from Delaware to Texas, effective June 9, 2026, approved by shareholde
Jun 10, 2026
BEARISH
144
5/10
Director and 10% stockholder William Radford Lovett II has filed a Form 144 notice of intent to sell 450,000 shares of D
Jun 10, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $65.1M | — |
| KAYNE ANDERSON RUDNICK INVESTMENT | $59.4M | — |
| STATE STREET CORP | $23.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $20.4M | — |
| DIMENSIONAL FUND ADVISORS LP | $20.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 20, 2026 | Lovett William | SELL | $414.4K |
| May 19, 2026 | Lovett William | SELL | $1.5M |
| Apr 1, 2026 | Ramsay Lorena | F | $32.4K |
| Mar 16, 2026 | Zalupski Patrick | J | $0.00 |
| Mar 8, 2026 | Ramsay Lorena | F | $131.6K |
50 institutional holders with $283.5M total value (20,363,220 shares) as of 2026-Q1. Top holders: BlackRock,, KAYNE, STATE. Net buying activity: 16 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,673,429 | $65.1M | 22.9% | — |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,268,380 | $59.4M | 21.0% | — |
| 3 | STATE STREET CORP | 1,689,876 | $23.5M | 8.3% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,468,527 | $20.4M | 7.2% | — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1,449,308 | $20.2M | 7.1% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,243,172 | $17.3M | 6.1% | — |
| 7 | MARSHALL WACE, LLP | 499,587 | $7.0M | 2.5% | DOUBLED +163.0% |
| 8 | Invesco Ltd. | 497,727 | $6.9M | 2.4% | ADD +50.0% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 415,013 | $5.8M | 2.0% | ADD +66.1% |
| 10 | MORGAN STANLEY | 346,867 | $4.8M | 1.7% | ADD +34.2% |
| 11 | Vestmark Advisory Solutions, Inc. | 344,796 | $4.8M | 1.7% | — |
| 12 | AMERIPRISE FINANCIAL INC | 340,870 | $4.7M | 1.7% | DOUBLED +132.9% |
| 13 | WELLS FARGO & COMPANY/MN | 329,678 | $4.6M | 1.6% | — |
| 14 | GOLDMAN SACHS GROUP INC | 311,738 | $4.3M | 1.5% | — |
| 15 | JANUS HENDERSON GROUP PLC | 203,496 | $2.8M | 1.0% | NEAR_EXIT -88.6% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 200,110 | $2.8M | 1.0% | — |
| 17 | SEI INVESTMENTS CO | 164,377 | $2.3M | 0.8% | — |
| 18 | Rockefeller Capital Management L.P. | 146,446 | $2.0M | 0.7% | DOUBLED +105.9% |
| 19 | BANK OF AMERICA CORP /DE/ | 146,119 | $2.0M | 0.7% | ADD +51.5% |
| 20 | Holocene Advisors, LP | 110,000 | $1.5M | 0.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | DOUBLED | 189,932 | 499,587 | +163.0% | $7.0M | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 249,927 | 415,013 | +66.1% | $5.8M | 2026-Q1 |
| MORGAN STANLEY | ADD | 258,526 | 346,867 | +34.2% | $4.8M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 146,344 | 340,870 | +132.9% | $4.7M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | NEAR_EXIT | 1,784,104 | 203,496 | -88.6% | $2.8M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 96,425 | 146,119 | +51.5% | $2.0M | 2026-Q1 |
| DEUTSCHE BANK AG\ | ADD | 53,688 | 87,119 | +62.3% | $1.2M | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 52,283 | 38,185 | -27.0% | $531.5K | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | ADD | 26,624 | 34,392 | +29.2% | $479.1K | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 2,866 | 22,658 | +690.6% | $315.4K | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 52,832 | 15,820 | -70.1% | $220.2K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 482 | 9,534 | +1878.0% | $132.7K | 2026-Q1 |
| FMR LLC | DOUBLED | 1,925 | 7,201 | +274.1% | $100.2K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 193 | 4,333 | +2145.1% | $60.3K | 2026-Q1 |
| CWM, LLC | DOUBLED | 837 | 2,222 | +165.5% | $30.9K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 154 | 1,372 | +790.9% | $19.1K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 48 | 439 | +814.6% | $6.1K | 2026-Q1 |
| HRT FINANCIAL LP | DOUBLED | 28,664 | 246,369 | +759.5% | $3.4K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | DOUBLED | 1 | 6 | +500.0% | $84.00 | 2026-Q1 |
| Invesco Ltd. | ADD | 298,649 | 447,880 | +50.0% | $7.7M | 2025-Q4 |
| MARSHALL WACE, LLP | TRIM | 373,218 | 189,932 | -49.1% | $3.2M | 2025-Q4 |
| Rockefeller Capital Management L.P. | DOUBLED | 62,578 | 128,872 | +105.9% | $2.2M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 48,322 | 120,770 | +149.9% | $2.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 162,323 | 96,425 | -40.6% | $1.6M | 2025-Q4 |
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 149,520 | 78,885 | -47.2% | $1.3M | 2025-Q4 |
7 unique insiders with 16 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 20, 2026 | Lovett William Radford II | 10%+ Owner | SELL | 32,146 | $12.89 | $414.4K |
| May 19, 2026 | Lovett William Radford II | 10%+ Owner | SELL | 117,854 | $12.65 | $1.5M |
| Apr 1, 2026 | Ramsay Lorena Anabel | Senior VP and CFO | TAX W/H | 2,305 | $14.04 | $32.4K |
| Mar 16, 2026 | Zalupski Patrick O. | President and CEO | J | 1,000,000 | — | — |
| Mar 8, 2026 | Ramsay Lorena Anabel | Senior VP and CFO | TAX W/H | 8,380 | $15.71 | $131.6K |
| Mar 8, 2026 | Zalupski Patrick O. | President and CEO | TAX W/H | 48,348 | $15.71 | $759.5K |
| Mar 6, 2026 | Weatherford William | Director | AWARD | 12,675 | — | — |
| Mar 6, 2026 | Zalupski Patrick O. | President and CEO | AWARD | 287,119 | — | — |
| Mar 6, 2026 | Zalupski Patrick O. | President and CEO | TAX W/H | 17,424 | $16.40 | $285.8K |
| Mar 6, 2026 | Parekh Megha H. | Director | AWARD | 7,760 | — | — |
| Mar 6, 2026 | Sturm Len | Director | AWARD | 7,760 | — | — |
| Mar 6, 2026 | Udelhofen Justin | Director | AWARD | 7,760 | — | — |
| Mar 6, 2026 | Ramsay Lorena Anabel | Senior VP and CFO | AWARD | 41,387 | — | — |
| Mar 6, 2026 | Ramsay Lorena Anabel | Senior VP and CFO | TAX W/H | 3,717 | $16.40 | $61.0K |
| Mar 5, 2026 | Zalupski Patrick O. | President and CEO | TAX W/H | 26,000 | $17.25 | $448.5K |
| Mar 5, 2026 | Ramsay Lorena Anabel | Senior VP and CFO | TAX W/H | 3,044 | $17.25 | $52.5K |
7 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 4 neutral. Avg impact: 3.9/10.
NEUTRAL
8-K
3/10
Dream Finders Homes completed its reincorporation from Delaware to Texas, effective June 9, 2026, ap
Jun 10, 2026
BEARISH
144
5/10
Director and 10% stockholder William Radford Lovett II has filed a Form 144 notice of intent to sell
Jun 10, 2026
NEUTRAL
8-K
3/10
Dream Finders Homes appointed Clint Szubinski as COO, effective June 1, 2026, with an employment agr
Jun 5, 2026
BULLISH
8-K
6/10
Dream Finders Homes (DFH) publicly reaffirmed its all-cash acquisition proposal for Beazer Homes (BZ
May 21, 2026
NEUTRAL
DEFA14A
2/10
Dream Finders Homes, Inc. filed a definitive additional materials statement to clarify voting standa
Apr 24, 2026
NEUTRAL
DEFA14A
2/10
Dream Finders Homes, Inc. (DFH) has filed a definitive proxy statement (DEFA14A) for its upcoming an
Apr 16, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 0% buy across 10 analysts — 0 strong buy, 0 buy, 5 hold, 4 sell, 1 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$18.00 mean target (Jan 2026)
$18.00 Low
$18.00 High
| Metric | Value |
|---|---|
| Current Price | $14.04 |
| Target Low | $18.00 |
| Target Mean | $18.00 |
| Target Median | $18.00 |
| Target High | $18.00 |
| # Analysts | 1 |
| 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 |
$0.29 | $0.28 | $0.31 | -47.3% | -17.4% | 1↑ 2↓ | $1.1B | -5.1% | 2 |
| Next Q 2026-09-30 |
$0.33 | $0.31 | $0.35 | -29.8% | -21.0% | 1↑ 0↓ | $1.0B | 7.0% | 2 |
| Current FY 2026-12-31 |
$1.34 | $1.20 | $1.48 | -37.4% | -5.8% | 0↑ 3↓ | $4.3B | -0.9% | 3 |
| Next FY 2027-12-31 |
$1.54 | $1.49 | $1.60 | 15.3% | -21.3% | 0↑ 3↓ | $4.5B | 5.2% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.295 | |
| 7d ago | $0.307 | -0.012 |
| 30d ago | $0.357 | -0.062 |
| 60d ago | $0.357 | -0.062 |
| 90d ago | $0.412 | -0.117 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 7, 2026 | Citizens | INITIATE | — | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 5 | 4 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 6 | 4 | 1 | 0% | |
| Jan 1, 2026 | 0 | 0 | 5 | 4 | 1 | 0% |
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 13, 2026
short_interest
FTD: DFH — 197,796 shares ($2.6M) failed to deliver
Settlement: 20260513, Price: $13.02, FTD Value: $2,575,303.92, DREAM FINDERS HOMES INC COM CL
May 12, 2026
short_volume
Short Volume: DFH — 80.7% short (1.1M / 1.4M)
Short: 1,092,087 | Exempt: 10,837 | TRF Vol: 1,352,904 | Short Ratio: 80.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: DFH — 69.4% short (0.8M / 1.2M)
Short: 813,025 | Exempt: 0 | TRF Vol: 1,171,231 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
DFH Q1 2026 Earnings Scheduled — 2026-05-04
Mar 25, 2026
short_interest
FTD: DFH — 81,460 shares ($1.1M) failed to deliver
Settlement: 20260325, Price: $14.08, FTD Value: $1,146,956.8, DREAM FINDERS HOMES INC COM CL
Mar 11, 2026
short_interest
FTD: DFH — 176,486 shares ($2.8M) failed to deliver
Settlement: 20260311, Price: $15.80, FTD Value: $2,788,478.8, DREAM FINDERS HOMES INC COM CL
Feb 26, 2026
earnings_calendar
DFH Q4 2025 Earnings Before Market Open — 2026-02-26
Feb 24, 2026
short_interest
FTD: DFH — 51,089 shares ($1.0M) failed to deliver
Settlement: 20260224, Price: $20.03, FTD Value: $1,023,312.67, DREAM FINDERS HOMES INC COM CL
Feb 23, 2026
earnings_result
DFH Q4 2025 Earnings: EPS $0.58 (-11.1% vs est)