MHO

M/I HOMES, INC.

NYSE · Operative Builders · Inc. OH · CIK 0000799292

$140.78 +3.87% $3.5B

Insider Selling Cluster (2 insiders)5 New Institutional Positions

Vol

Market Cap$3.5B

Cap SizeMid Cap

Analyst ConsensusStrong Buy (71%)

Inst. Holders10 funds

Inst. Value$609.2M

Inst. Activity5 buys / 0 sells

Insider Activity0B / 13S

Insider Net $-$9.3M

SEC Reports2

Exchange NYSE·Sector Operative Builders·Inc. OH·CIK 0000799292·Prev Close $135.53

Recent Activity

May 21, 2026 Insider

KRAMER NANCY J sold 794 shares

Director @ $125.28 ($99.5K)

May 13, 2026 Insider

SOLL BRUCE A sold 1,573 shares

Director @ $0.00 ($0.00)

May 13, 2026 Insider

SOLL BRUCE A sold 256 shares

Director @ $127.08 ($32.5K)

Apr 22, 2026 SEC

M/I Homes reported Q1 2026 results with revenue of $920.7M, missing consensus by 0.7%, and EPS of $2.55, missing by 1.6%

8-K — Impact 4/10

Mar 4, 2026 SEC

M/I Homes announced that Norman L. Traeger, a board member since 1997, will retire from the board at the end of his curr

8-K — Impact 3/10

Inst.

TWO SIGMA INVESTMENTS, LP — ADD

181,259 shares ($23.2M)

Inst.

RENAISSANCE TECHNOLOGIES LLC — DOUBLED

53,900 shares ($6.9M)

Apr 22, 2026 earnings_calendar

MHO Q1 2026 Earnings Scheduled — 2026-04-22

Price Targets

$160.00 +13.7% upside Buy

Current $140.78 Low $155.00 Median $160.00 High $165.00 2 analysts

$155.00 $165.00

Analyst Ratings

Buy71% buy · 7 analysts

2Strong Buy

3Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Apr 7, 2026	Seaport Global	DOWNGRADE	Buy → Neutral
Jan 7, 2026	Citizens	INITIATE	Market Outperform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$3.13 ▼ -16.9%	$3.08 — $3.17	-29% YoY	2
Next Q	$3.34 ▼ -10.0%	$3.29 — $3.39	-15% YoY	2
Current FY	$12.65 ▼ -9.4%	$12.60 — $12.70	-14% YoY	2
Next FY	$15.46 ▼ -4.4%	$15.13 — $15.70	22% YoY	3

Latest Reports

NEUTRAL 8-K 4/10

M/I Homes reported Q1 2026 results with revenue of $920.7M, missing consensus by 0.7%, and EPS of $2.55, missing by 1.6%

Apr 22, 2026

NEUTRAL 8-K 3/10

M/I Homes announced that Norman L. Traeger, a board member since 1997, will retire from the board at the end of his curr

Mar 4, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$320.6M	—
FMR LLC	$151.4M	DOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT	$40.4M	NEW
MORGAN STANLEY	$34.5M	ADD
TWO SIGMA INVESTMENTS, LP	$23.2M	ADD

Recent Insider Trades

Date	Insider	Type	Value
May 21, 2026	KRAMER NANCY	SELL	$99.5K
May 13, 2026	SOLL BRUCE	A	$0.00
May 13, 2026	SOLL BRUCE	A	$32.5K
May 13, 2026	KRAMER NANCY	M	$0.00
May 13, 2026	KRAMER NANCY	M	$0.00

10 institutional holders with $609.2M total value (4,761,374 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	2,505,861	$320.6M	52.6%	—
2	FMR LLC	1,183,365	$151.4M	24.9%	DOUBLED +711.3%
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	315,439	$40.4M	6.6%	NEW
4	MORGAN STANLEY	269,478	$34.5M	5.7%	ADD +59.3%
5	TWO SIGMA INVESTMENTS, LP	181,259	$23.2M	3.8%	ADD +58.3%
6	BANK OF AMERICA CORP /DE/	153,743	$19.7M	3.2%	ADD +34.0%
7	RENAISSANCE TECHNOLOGIES LLC	53,900	$6.9M	1.1%	DOUBLED +168.2%
8	WELLS FARGO & COMPANY/MN	49,657	$6.4M	1.0%	DOUBLED +143.2%
9	NORGES BANK	42,717	$5.5M	0.9%	NEW
10	Cullen Capital Management, LLC	5,955	$761.9K	0.1%	ADD +38.5%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
TWO SIGMA INVESTMENTS, LP	ADD	114,476	181,259	+58.3%	$23.2M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	20,100	53,900	+168.2%	$6.9M	2025-Q4
WELLS FARGO & COMPANY/MN	DOUBLED	20,422	49,657	+143.2%	$6.4M	2025-Q4
NORGES BANK	NEW	—	42,717	—	$5.5M	2025-Q4
Cullen Capital Management, LLC	ADD	4,299	5,955	+38.5%	$761.9K	2025-Q4
FMR LLC	DOUBLED	141,931	1,151,423	+711.3%	$166.3M	2025-Q3
TWO SIGMA INVESTMENTS, LP	TRIM	185,115	114,476	-38.2%	$16.5M	2025-Q3
UBS Group AG	ADD	75,470	113,831	+50.8%	$16.4M	2025-Q3
WELLS FARGO & COMPANY/MN	TRIM	31,405	20,422	-35.0%	$2.9M	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	NEAR_EXIT	105,100	20,100	-80.9%	$2.9M	2025-Q3
BANK OF AMERICA CORP /DE/	ADD	127,401	170,662	+34.0%	$19.1M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	TRIM	158,600	105,100	-33.7%	$11.8M	2025-Q2
WELLS FARGO & COMPANY/MN	ADD	16,425	31,405	+91.2%	$3.5M	2025-Q2
Cullen Capital Management, LLC	ADD	3,039	4,081	+34.3%	$457.6K	2025-Q2
TWO SIGMA INVESTMENTS, LP	DOUBLED	27,950	165,483	+492.1%	$18.9M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	42,800	158,600	+270.6%	$18.1M	2025-Q1
FMR LLC	ADD	103,704	146,142	+40.9%	$16.7M	2025-Q1
UBS Group AG	TRIM	172,029	83,710	-51.3%	$9.6M	2025-Q1
Cullen Capital Management, LLC	TRIM	6,248	3,039	-51.4%	$347.0K	2025-Q1
UBS Group AG	DOUBLED	41,666	172,029	+312.9%	$22.9M	2024-Q4
CITADEL ADVISORS LLC	ADD	65,000	94,528	+45.4%	$12.6M	2024-Q4
WELLS FARGO & COMPANY/MN	TRIM	39,097	18,216	-53.4%	$2.4M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	462,081	—	$79.2M	2024-Q3
MORGAN STANLEY	ADD	225,502	359,116	+59.3%	$61.5M	2024-Q3

10 unique insiders with 13 transactions. Net insider value: -$9.3M ($0.00 bought, $9.3M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
May 21, 2026	KRAMER NANCY J	Director	SELL	794	$125.28	$99.5K
May 13, 2026	SOLL BRUCE A	Director	A	1,573	$0.00	$0.00
May 13, 2026	SOLL BRUCE A	Director	A	256	$127.08	$32.5K
May 13, 2026	KRAMER NANCY J	Director	M	1,822	$0.00	$0.00
May 13, 2026	KRAMER NANCY J	Director	M	1,822	$0.00	$0.00
May 13, 2026	KRAMER NANCY J	Director	A	1,573	$0.00	$0.00
May 13, 2026	Ingram Elizabeth K	Director	A	1,573	$0.00	$0.00
May 13, 2026	GLIMCHER MICHAEL P	Director	A	1,573	$0.00	$0.00
May 13, 2026	Brown Yvette McGee	Director	A	1,573	$0.00	$0.00
May 13, 2026	Smith Eugene Dubois	Director	A	1,573	$0.00	$0.00
Feb 24, 2026	SOLL BRUCE A	Director	M	824	$0.00	$0.00
Feb 24, 2026	SOLL BRUCE A	Director	M	824	$0.00	$0.00
Feb 20, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	SELL	2,205	$142.18	$313.5K
Feb 19, 2026	Krohne Susan E	Chief Legal Officer, Secretary	SELL	661	$143.59	$94.9K
Feb 13, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	SELL	500	$147.19	$73.6K
Feb 13, 2026	Krohne Susan E	Chief Legal Officer, Secretary	SELL	763	$148.13	$113.0K
Feb 12, 2026	Krohne Susan E	Chief Legal Officer, Secretary	SELL	491	$146.80	$72.1K
Feb 12, 2026	SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	SELL	14,974	$146.80	$2.2M
Feb 12, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	SELL	8,616	$146.80	$1.3M
Feb 12, 2026	HUNKER ANN MARIE	Principal Accounting Officer	SELL	132	$146.80	$19.4K
Feb 11, 2026	Krohne Susan E	Chief Legal Officer, Secretary	A	3,095	$0.00	$0.00
Feb 11, 2026	SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	A	25,540	$145.39	$3.7M
Feb 11, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	A	15,324	$145.39	$2.2M
Feb 11, 2026	HUNKER ANN MARIE	Principal Accounting Officer	A	1,031	$0.00	$0.00
Feb 11, 2026	SOLL BRUCE A	Director	A	223	$145.39	$32.4K
Feb 10, 2026	SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	M	20,000	$42.23	$844.6K
Feb 10, 2026	SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	SELL	20,000	$144.47	$2.9M
Feb 10, 2026	SCHOTTENSTEIN ROBERT H	Chairman, CEO & President	M	20,000	$0.00	$0.00
Feb 2, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	M	10,904	$0.00	$0.00
Feb 2, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	M	10,904	$42.23	$460.5K
Feb 2, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	SELL	10,904	$134.00	$1.5M
Jan 30, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	M	96	$0.00	$0.00
Jan 30, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	M	96	$42.23	$4.1K
Jan 30, 2026	CREEK PHILLIP G	Ex. Vice President and CFO	SELL	96	$135.69	$13.0K
Jan 30, 2026	Krohne Susan E	Chief Legal Officer, Secretary	M	5,000	$63.40	$317.0K
Jan 30, 2026	Krohne Susan E	Chief Legal Officer, Secretary	SELL	5,000	$134.28	$671.4K
Jan 30, 2026	Krohne Susan E	Chief Legal Officer, Secretary	M	5,000	$0.00	$0.00

2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.5/10.

NEUTRAL 8-K 4/10

M/I Homes reported Q1 2026 results with revenue of $920.7M, missing consensus by 0.7%, and EPS of $2

Apr 22, 2026

NEUTRAL 8-K 3/10

M/I Homes announced that Norman L. Traeger, a board member since 1997, will retire from the board at

Mar 4, 2026

∅

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

Current analyst consensus: Buy (71% buy). Based on 7 analysts: 2 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$160.00 mean target +13.7% upside Buy (3.00)

$155.00 Low $165.00 High

Metric	Value
Current Price	$140.78
Target Low	$155.00
Target Mean	$160.00
Target Median	$160.00
Target High	$165.00
# Analysts	2
Recommendation	Buy (3.00)

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	$3.13	$3.08	$3.17	-29.3%	-16.9%	0↑ 2↓	$1.0B	-9.9%	2
Next Q 2026-09-30	$3.34	$3.29	$3.39	-14.8%	-10.0%	0↑ 2↓	$1.1B	-5.4%	2
Current FY 2026-12-31	$12.65	$12.60	$12.70	-14.2%	-9.4%	0↑ 2↓	$4.1B	-6.2%	2
Next FY 2027-12-31	$15.46	$15.13	$15.70	22.2%	-4.4%	0↑ 2↓	$4.6B	10.1%	3

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$3.125
7d ago	$3.560	-0.435
30d ago	$3.760	-0.635
60d ago	$3.760	-0.635
90d ago	$3.470	-0.345

2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Apr 7, 2026	Seaport Global	DOWNGRADE	Buy	Neutral
Jan 7, 2026	Citizens	INITIATE	—	Market Outperform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	2	3	2	71%
May 1, 2026	2	3	2	71%
Apr 1, 2026	2	4	1	86%
Mar 1, 2026	2	4	1	86%
Feb 1, 2026	2	4	1	86%
Jan 1, 2026	3	3	1	86%

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.

Apr 22, 2026

earnings_calendar

MHO Q1 2026 Earnings Scheduled — 2026-04-22

Mar 10, 2026

short_interest

FTD: MHO — 7,251 shares ($1.0M) failed to deliver

Settlement: 20260310, Price: $133.94, FTD Value: $971,198.94, M/I HOMES INC