KBH

KB HOME

NYSE · Operative Builders · Inc. DE · CIK 0000795266

$52.04 -0.04% $3.3B

3 New Institutional Positions

Vol

Market Cap$3.3B

Cap SizeMid Cap

Analyst ConsensusSell (12%)

Inst. Holders9 funds

Inst. Value$884.4M

Inst. Activity3 buys / 2 sells

SEC Reports2

Exchange NYSE·Sector Operative Builders·Inc. DE·CIK 0000795266·Prev Close $52.06

Recent Activity

Jun 5, 2026 short_volume

Short Volume: KBH — 76.0% short (0.4M / 0.5M)

Short: 393,200 | Exempt: 388 | TRF Vol: 517,444 | Short Ratio: 76.0% | Off-exchange volume (dark poo

May 1, 2026 SEC

KB Home CFO Robert R. Dillard resigned effective May 8, 2026. The filing states the resignation is not due to any disagr

8-K — Impact 6/10

Apr 23, 2026 Insider

McGibney Robert V. sold 53,438 shares

President and CEO @ $0.00 ($0.00)

Apr 23, 2026 Insider

Barra Jose Miguel sold 5,077 shares

Director @ $0.00 ($0.00)

Apr 23, 2026 Insider

Dominguez Dorene sold 2,895 shares

Director @ $0.00 ($0.00)

Mar 13, 2026 SEC

KB Home filed a definitive additional proxy soliciting materials (DEFA14A) for its 2026 Annual Meeting of Stockholders.

DEFA14A — Impact 3/10

Inst.

NORGES BANK — NEW

858,316 shares ($48.4M)

Inst.

BANK OF AMERICA CORP — TRIM

767,937 shares ($43.3M)

Price Targets

$55.15 +6.0% upside Buy

Current $52.04 Low $43.00 Median $54.00 High $77.00 13 analysts

$43.00 $77.00

Analyst Ratings

Strong Sell12% buy · 25 analysts

0Strong Buy

3Buy

13Hold

7Sell

2Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 4, 2026	Truist Securities	MAINTAIN	Hold → Hold
Apr 13, 2026	Evercore ISI Group	MAINTAIN	In-Line → In-Line
Apr 7, 2026	Seaport Global	DOWNGRADE	Buy → Sell
Mar 25, 2026	Goldman Sachs	MAINTAIN	Neutral → Neutral
Mar 25, 2026	UBS	MAINTAIN	Buy → Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.45 ▼ -0.9%	$0.39 — $0.52	-70% YoY	12
Next Q	$0.90 ▼ -1.7%	$0.68 — $1.03	-44% YoY	12
Current FY	$3.21 ▼ -0.9%	$2.60 — $3.71	-48% YoY	13
Next FY	$4.62 ▼ -0.5%	$3.85 — $5.70	44% YoY	14

Latest Reports

BEARISH 8-K 6/10

KB Home CFO Robert R. Dillard resigned effective May 8, 2026. The filing states the resignation is not due to any disagr

May 1, 2026

NEUTRAL DEFA14A 3/10

KB Home filed a definitive additional proxy soliciting materials (DEFA14A) for its 2026 Annual Meeting of Stockholders.

Mar 13, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$325.4M	—
FMR LLC	$318.7M	ADD
CHARLES SCHWAB INVESTMENT MANAGEMENT	$50.6M	NEW
NORGES BANK	$48.4M	NEW
BANK OF AMERICA CORP	$43.3M	TRIM

Recent Insider Trades

Date	Insider	Type	Value
Apr 23, 2026	McGibney Robert	A	$0.00
Apr 23, 2026	Barra Jose	A	$0.00
Apr 23, 2026	Dominguez Dorene	A	$0.00
Apr 23, 2026	Collins Arthur	A	$0.00
Apr 23, 2026	Eltife Kevin	A	$0.00

9 institutional holders with $884.4M total value (15,677,679 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	5,768,588	$325.4M	36.8%	—
2	FMR LLC	5,648,971	$318.7M	36.0%	ADD +37.4%
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	897,697	$50.6M	5.7%	NEW
4	NORGES BANK	858,316	$48.4M	5.5%	NEW
5	BANK OF AMERICA CORP /DE/	767,937	$43.3M	4.9%	TRIM -25.7%
6	MORGAN STANLEY	740,349	$41.8M	4.7%	TRIM -38.6%
7	TWO SIGMA INVESTMENTS, LP	733,800	$41.4M	4.7%	DOUBLED +279.5%
8	WELLS FARGO & COMPANY/MN	176,121	$9.9M	1.1%	TRIM -35.5%
9	RENAISSANCE TECHNOLOGIES LLC	85,900	$4.8M	0.5%	NEW

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
NORGES BANK	NEW	—	858,316	—	$48.4M	2025-Q4
BANK OF AMERICA CORP /DE/	TRIM	1,033,287	767,937	-25.7%	$43.3M	2025-Q4
MORGAN STANLEY	TRIM	1,205,225	740,349	-38.6%	$41.8M	2025-Q4
TWO SIGMA INVESTMENTS, LP	DOUBLED	193,376	733,800	+279.5%	$41.4M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	NEW	—	85,900	—	$4.8M	2025-Q4
FMR LLC	ADD	4,657,230	6,399,052	+37.4%	$407.2M	2025-Q3
BANK OF AMERICA CORP /DE/	ADD	757,322	1,033,287	+36.4%	$65.8M	2025-Q3
TWO SIGMA INVESTMENTS, LP	TRIM	527,410	193,376	-63.3%	$12.3M	2025-Q3
WELLS FARGO & COMPANY/MN	TRIM	238,188	153,652	-35.5%	$9.8M	2025-Q3
NORGES BANK	EXIT	1,044,533	0	-100.0%	$0.00	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	EXIT	8,700	0	-100.0%	$0.00	2025-Q3
NORGES BANK	NEW	—	1,044,533	—	$55.3M	2025-Q2
TWO SIGMA INVESTMENTS, LP	DOUBLED	131,388	527,410	+301.4%	$27.9M	2025-Q2
WELLS FARGO & COMPANY/MN	DOUBLED	114,173	238,188	+108.6%	$12.6M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	NEAR_EXIT	334,500	8,700	-97.4%	$460.8K	2025-Q2
FMR LLC	ADD	4,743,764	6,119,388	+29.0%	$355.7M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	NEW	—	334,500	—	$19.4M	2025-Q1
TWO SIGMA INVESTMENTS, LP	TRIM	423,341	131,388	-69.0%	$7.6M	2025-Q1
WELLS FARGO & COMPANY/MN	TRIM	215,633	114,173	-47.1%	$6.6M	2025-Q1
NORGES BANK	EXIT	755,297	0	-100.0%	$0.00	2025-Q1
CITADEL ADVISORS LLC	ADD	940,579	1,309,180	+39.2%	$86.0M	2024-Q4
UBS Group AG	DOUBLED	306,836	832,677	+171.4%	$54.7M	2024-Q4
WELLS FARGO & COMPANY/MN	TRIM	290,504	215,633	-25.8%	$14.2M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	906,236	—	$77.7M	2024-Q3

14 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Apr 23, 2026	McGibney Robert V.	President and CEO	A	53,438	$0.00	$0.00
Apr 23, 2026	Barra Jose Miguel	Director	A	5,077	$0.00	$0.00
Apr 23, 2026	Dominguez Dorene	Director	A	2,895	$0.00	$0.00
Apr 23, 2026	Collins Arthur Reginald	Director	A	2,895	$0.00	$0.00
Apr 23, 2026	Eltife Kevin Paul	Director	A	2,895	$0.00	$0.00
Apr 23, 2026	Gabriel Stuart A	Director	A	2,895	$0.00	$0.00
Apr 23, 2026	Gilligan Thomas W.	Director	A	2,895	$0.00	$0.00
Apr 23, 2026	HENRY CHERYL JANET	Director	A	2,895	$0.00	$0.00
Apr 23, 2026	Kozlak Jodee A	Director	A	3,269	$0.00	$0.00
Apr 17, 2026	Dillard Robert R	EVP & Chief Financial Officer	F	2,297	$54.28	$124.7K
Feb 20, 2026	McGibney Robert V.	President and COO	A	99,602	$0.00	$0.00
Feb 20, 2026	Woram Brian J	EVP and General Counsel	A	42,330	$0.00	$0.00
Feb 20, 2026	MEZGER JEFFREY T	Chief Executive Officer	A	249,005	$0.00	$0.00
Feb 20, 2026	PRAW ALBERT Z	EVP, Real Estate & Bus. Dev.	A	44,820	$0.00	$0.00
Feb 20, 2026	HOLLINGER WILLIAM R	SVP & Chief Accounting Officer	A	26,145	$0.00	$0.00
Jan 25, 2026	Woram Brian J	EVP and General Counsel	F	172	$59.04	$10.2K
Jan 25, 2026	MEZGER JEFFREY T	Chief Executive Officer	F	3,164	$59.04	$186.8K

2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.5/10.

BEARISH 8-K 6/10

KB Home CFO Robert R. Dillard resigned effective May 8, 2026. The filing states the resignation is n

May 1, 2026

NEUTRAL DEFA14A 3/10

KB Home filed a definitive additional proxy soliciting materials (DEFA14A) for its 2026 Annual Meeti

Mar 13, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (12% buy). Based on 25 analysts: 0 strong buy, 3 buy, 13 hold, 7 sell, 2 strong sell.

Analyst Price Targets

$55.15 mean target +6.0% upside Buy (3.13)

$43.00 Low $77.00 High

Metric	Value
Current Price	$52.04
Target Low	$43.00
Target Mean	$55.15
Target Median	$54.00
Target High	$77.00
# Analysts	13
Recommendation	Buy (3.13)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-05-31	$0.45	$0.39	$0.52	-69.7%	-0.9%	0↑ 10↓	$1.1B	-28.8%	12
Next Q 2026-08-31	$0.90	$0.68	$1.03	-44.0%	-1.7%	0↑ 2↓	$1.3B	-16.9%	12
Current FY 2026-11-30	$3.21	$2.60	$3.71	-47.7%	-0.9%	0↑ 2↓	$5.1B	-19.0%	13
Next FY 2027-11-30	$4.62	$3.85	$5.70	43.7%	-0.5%	0↑ 3↓	$5.5B	9.3%	14

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.455
7d ago	$0.459	-0.004
30d ago	$0.459	-0.004
60d ago	$0.460	-0.005
90d ago	$0.785	-0.330

13 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 2 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 4, 2026	Truist Securities	MAINTAIN	Hold	Hold
Apr 13, 2026	Evercore ISI Group	MAINTAIN	In-Line	In-Line
Apr 7, 2026	Seaport Global	DOWNGRADE	Buy	Sell
Mar 25, 2026	Goldman Sachs	MAINTAIN	Neutral	Neutral
Mar 25, 2026	UBS	MAINTAIN	Buy	Buy
Mar 25, 2026	Truist Securities	MAINTAIN	Hold	Hold
Mar 25, 2026	RBC Capital	MAINTAIN	Sector Perform	Sector Perform
Mar 25, 2026	Barclays	MAINTAIN	Overweight	Overweight
Mar 25, 2026	Wells Fargo	MAINTAIN	Underweight	Underweight
Mar 25, 2026	B of A Securities	MAINTAIN	Neutral	Neutral
Mar 24, 2026	Citizens	INITIATE	—	Market Outperform
Mar 4, 2026	Truist Securities	INITIATE	—	Hold
Jan 6, 2026	UBS	MAINTAIN	Buy	Buy
Dec 29, 2025	JP Morgan	MAINTAIN	Neutral	Neutral
Dec 24, 2025	Raymond James	DOWNGRADE	Outperform	Market Perform
Dec 23, 2025	Keefe, Bruyette & Woods	MAINTAIN	Market Perform	Market Perform
Dec 22, 2025	Barclays	MAINTAIN	Overweight	Overweight
Dec 22, 2025	B of A Securities	MAINTAIN	Neutral	Neutral
Dec 19, 2025	UBS	MAINTAIN	Buy	Buy
Dec 19, 2025	RBC Capital	MAINTAIN	Sector Perform	Sector Perform
Dec 19, 2025	Wells Fargo	MAINTAIN	Underweight	Underweight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	0	3	13	7	2	12%
May 1, 2026	0	3	13	7	2	12%
Apr 1, 2026	1	6	12	2	1	32%
Mar 1, 2026	0	3	12	6	2	13%
Feb 1, 2026	0	3	12	6	2	13%
Jan 1, 2026	0	3	12	6	2	13%

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.

Jun 5, 2026

short_volume

Short Volume: KBH — 76.0% short (0.4M / 0.5M)

Short: 393,200 | Exempt: 388 | TRF Vol: 517,444 | Short Ratio: 76.0% | Off-exchange volume (dark pool + OTC)

Jun 2, 2026

short_volume

Short Volume: KBH — 63.3% short (0.3M / 0.5M)

Short: 333,829 | Exempt: 0 | TRF Vol: 527,228 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)

Jun 1, 2026

short_volume

Short Volume: KBH — 60.8% short (0.6M / 0.9M)

Short: 560,629 | Exempt: 50 | TRF Vol: 921,601 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)

Apr 21, 2026

short_volume

Short Volume: KBH — 63.2% short (0.3M / 0.5M)

Short: 338,419 | Exempt: 0 | TRF Vol: 535,329 | Short Ratio: 63.2% | Off-exchange volume (dark pool + OTC)

Apr 2, 2026

short_volume

Short Volume: KBH — 71.1% short (0.4M / 0.5M)

Short: 357,163 | Exempt: 80 | TRF Vol: 502,336 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)

Mar 26, 2026

short_volume

Short Volume: KBH — 66.7% short (0.4M / 0.6M)

Short: 428,039 | Exempt: 144 | TRF Vol: 642,169 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)

Mar 25, 2026

short_volume

Short Volume: KBH — 64.5% short (0.7M / 1.2M)

Short: 741,620 | Exempt: 0 | TRF Vol: 1,150,002 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)

Mar 24, 2026

earnings_calendar

KBH Q1 2026 Earnings After Market Close — 2026-03-24

Mar 24, 2026

short_volume

Short Volume: KBH — 63.1% short (0.4M / 0.7M)

Short: 439,109 | Exempt: 150 | TRF Vol: 695,771 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)

Mar 16, 2026

short_interest

FTD: KBH — 29,273 shares ($1.6M) failed to deliver

Settlement: 20260316, Price: $52.95, FTD Value: $1,550,005.35, KB HOME