SDHC

Smith Douglas Homes Corp.

NYSE · Operative Builders · Inc. DE · CIK 0001982518
$13.25 +0.08% $672.4M
Insider Buying Cluster (4 insiders)High Impact Filing (7/10)
Vol
Market Cap$672.4M
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders5 funds
Inst. Value$10.0M
Inst. Activity2 buys / 0 sells
Insider Activity5B / 0S
Insider Net $$547.2K
SEC Reports2
Exchange NYSE·Sector Operative Builders·Inc. DE·CIK 0001982518·Prev Close $13.24

Recent Activity

Jun 4, 2026 Insider
Jackson Jeffrey T sold 10,008 shares
Director @ $0.00 ($0.00)
Jun 4, 2026 Insider
Perdue George Ervin III sold 10,008 shares
Director @ $0.00 ($0.00)
Jun 4, 2026 Insider
Wedewer Neil B sold 10,008 shares
Director @ $0.00 ($0.00)
May 8, 2026 short_interest
FTD: SDHC — 42,766 shares ($0.6M) failed to deliver
Settlement: 20260508, Price: $12.89, FTD Value: $551,253.74, SMITH DOUGLAS HOMES CORP CL A(
Mar 31, 2026 SEC
Analysis based on filing metadata only — document content was unavailable. This is an insider trading cluster filing for
CLUSTER — Impact 3/10
Mar 17, 2026 SEC
Multiple insiders at Smith Douglas Homes Corp. (SDHC) executed open-market purchases totaling approximately $525,000 in
CLUSTER — Impact 7/10
Inst.
BANK OF AMERICA CORP — ADD
2,809 shares ($47.1K)
Inst.
FMR LLC — ADD
708 shares ($11.9K)

Price Targets

$13.13 -0.9% upside Hold
Current $13.25 Low $11.50 Median $13.00 High $15.00 4 analysts
$11.50 $15.00

Analyst Ratings

Strong Sell0% buy · 12 analysts
0Strong Buy
0Buy
8Hold
2Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 6, 2026 Zelman & Assoc INITIATE Neutral
Mar 24, 2026 Citizens INITIATE Market Perform
Mar 16, 2026 JP Morgan MAINTAIN Neutral → Neutral
Mar 12, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.10 ▲ +9.5% $0.07 — $0.13 -93% YoY 3
Next Q $0.18 ▲ +7.3% $0.16 — $0.19 -87% YoY 3
Current FY $0.51 ▲ +11.2% $0.45 — $0.54 -91% YoY 3
Next FY $0.62 ▼ -1.7% $0.45 — $0.71 22% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$7.6M
WELLS FARGO & COMPANY/MN$2.2M
MORGAN STANLEY$203.8KTRIM
BANK OF AMERICA CORP$47.1KADD
FMR LLC$11.9KADD

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Jackson JeffreyA$0.00
Jun 4, 2026Perdue GeorgeA$0.00
Jun 4, 2026Wedewer NeilA$0.00
Jun 4, 2026WALKER JANICEA$0.00
Jun 4, 2026Faucett NeillA$0.00
5 institutional holders with $10.0M total value (596,895 shares) as of 2025-Q4. Top holders: VANGUARD, WELLS, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC452,631$7.6M75.8%
2WELLS FARGO & COMPANY/MN128,597$2.2M21.5%
3MORGAN STANLEY12,150$203.8K2.0%TRIM -59.4%
4BANK OF AMERICA CORP /DE/2,809$47.1K0.5%ADD +73.9%
5FMR LLC708$11.9K0.1%ADD +46.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD1,6152,809+73.9%$47.1K2025-Q4
FMR LLCADD483708+46.6%$11.9K2025-Q4
FMR LLCDOUBLED216483+123.6%$8.5K2025-Q3
UBS Group AGADD23,02831,627+37.3%$614.2K2025-Q2
MORGAN STANLEYTRIM21,5398,745-59.4%$169.8K2025-Q2
BANK OF AMERICA CORP /DE/NEAR_EXIT16,4441,529-90.7%$29.7K2025-Q2
FMR LLCDOUBLED78216+176.9%$4.2K2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT35,3000-100.0%$0.002025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM99,20035,300-64.4%$689.1K2025-Q1
UBS Group AGADD12,54523,028+83.6%$449.5K2025-Q1
MORGAN STANLEYADD12,33221,539+74.7%$420.4K2025-Q1
CITADEL ADVISORS LLCEXIT14,5500-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT27,5500-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCADD75,20099,200+31.9%$2.5M2024-Q4
CITADEL ADVISORS LLCTRIM24,82714,550-41.4%$373.1K2024-Q4
UBS Group AGDOUBLED2,17212,545+477.6%$321.7K2024-Q4
MORGAN STANLEYTRIM20,53212,332-39.9%$316.2K2024-Q4
MORGAN STANLEYDOUBLED4,31520,532+375.8%$775.7K2024-Q3
10 unique insiders with 5 transactions. Net insider value: $547.2K ($547.2K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Jackson Jeffrey TDirectorA10,008$0.00$0.00
Jun 4, 2026Perdue George Ervin IIIDirectorA10,008$0.00$0.00
Jun 4, 2026Wedewer Neil BDirectorA10,008$0.00$0.00
Jun 4, 2026WALKER JANICE E.DirectorA10,008$0.00$0.00
Jun 4, 2026Faucett Neill BDirectorA10,008$0.00$0.00
Jun 4, 2026Bradbury JulieDirectorA10,008$0.00$0.00
May 20, 2026Devendorf RussellSee RemarksBUY2,000$10.88$21.8K
Apr 8, 2026Faucett Neill BDirectorA1,745$14.33$25.0K
Apr 8, 2026Jackson Jeffrey TDirectorA2,181$14.33$31.3K
Mar 20, 2026Devendorf RussellSee RemarksF3,182$11.34$36.1K
Mar 20, 2026Bennett Gregory SSee RemarksF13,231$11.34$150.0K
Mar 20, 2026Steele Brett AllenSee RemarksF1,430$11.34$16.2K
Mar 13, 2026Steele Brett AllenSee RemarksA10,817$0.00$0.00
Mar 13, 2026Devendorf RussellSee RemarksA29,715$0.00$0.00
Mar 13, 2026Devendorf RussellSee RemarksBUY1,000$11.56$11.6K
Mar 13, 2026Bennett Gregory SSee RemarksA133,717$0.00$0.00
Mar 13, 2026Perdue George Ervin IIIDirectorBUY20,300$12.27$249.0K
Mar 13, 2026Wedewer Neil BDirectorBUY700$11.38$8.0K
Mar 13, 2026Bradbury Thomas LDirectorBUY22,618$11.36$256.9K

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

Current analyst consensus: Strong Sell (0% buy). Based on 12 analysts: 0 strong buy, 0 buy, 8 hold, 2 sell, 2 strong sell.

Analyst Price Targets

$13.13 mean target -0.9% upside Hold (3.14)
$11.50 Low $15.00 High
MetricValue
Current Price$13.25
Target Low$11.50
Target Mean$13.13
Target Median$13.00
Target High$15.00
# Analysts4
RecommendationHold (3.14)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.10 $0.07 $0.13 -93.0% +9.5% 1↑ 1↓ $0.3B 14.7% 3
Next Q
2026-09-30
$0.18 $0.16 $0.19 -87.5% +7.3% 1↑ 0↓ $0.3B 11.3% 3
Current FY
2026-12-31
$0.51 $0.45 $0.54 -91.3% +11.2% 1↑ 1↓ $1.0B 7.5% 3
Next FY
2027-12-31
$0.62 $0.45 $0.71 22.4% -1.7% 0↑ 1↓ $1.2B 10.8% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.100
7d ago$0.081+0.019
30d ago$0.091+0.009
60d ago$0.140-0.040
90d ago$0.140-0.040
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 6, 2026 Zelman & Assoc INITIATE Neutral
Mar 24, 2026 Citizens INITIATE Market Perform
Mar 16, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026008220%
May 1, 2026009220%
Apr 1, 2026009220%
Mar 1, 2026008220%
Feb 1, 2026008220%
Jan 1, 2026008220%
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 8, 2026
short_interest
FTD: SDHC — 42,766 shares ($0.6M) failed to deliver
Settlement: 20260508, Price: $12.89, FTD Value: $551,253.74, SMITH DOUGLAS HOMES CORP CL A(
Apr 29, 2026
earnings_calendar
SDHC Q1 2026 Earnings Scheduled — 2026-04-29
Mar 13, 2026
short_interest
FTD: SDHC — 88,180 shares ($1.0M) failed to deliver
Settlement: 20260313, Price: $11.39, FTD Value: $1,004,370.2, SMITH DOUGLAS HOMES CORP CL A(
Mar 11, 2026
earnings_calendar
SDHC Q4 2025 Earnings After Market Close — 2026-03-11