FY2026 EPS Estimates for KB Home Increased by Zacks Research

KB Home (NYSE:KBH) – Equities researchers at Zacks Research boosted their FY2026 earnings per share estimates for KB Home in a research report issued on Tuesday, October 13th. Zacks Research analyst Team now anticipates that the construction company will earn $3.21 per share for the year, up from their previous forecast of $3.11. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for KB Home’s current full-year earnings is $3.25 per share. Zacks Research also issued estimates for KB Home’s Q4 2026 earnings at $1.21 EPS, Q1 2027 earnings at $0.63 EPS, Q2 2027 earnings at $0.80 EPS, Q4 2027 earnings at $1.60 EPS, Q1 2028 earnings at $0.87 EPS, Q2 2028 earnings at $1.07 EPS and FY2028 earnings at $5.03 EPS.

Several other brokerages also recently issued reports on KBH. UBS Group reissued a “buy” rating on shares of KB Home in a report on Wednesday, September 23rd. Barclays decreased their price objective on shares of KB Home from $57.00 to $49.00 and set an “overweight” rating on the stock in a research note on Wednesday, September 23rd. Weiss Ratings lowered shares of KB Home from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday. Wells Fargo & Company dropped their price objective on shares of KB Home from $52.00 to $50.00 and set an “underweight” rating for the company in a report on Friday, September 11th. Finally, The Goldman Sachs Group set a $56.00 target price on shares of KB Home in a research note on Monday. Four investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $53.08.

KB Home Stock Up 1.5%

Shares of KB Home stock opened at $42.24 on Wednesday. The stock has a market capitalization of $2.57 billion, a P/E ratio of 11.90, a price-to-earnings-growth ratio of 2.16 and a beta of 1.34. The company has a 50-day simple moving average of $50.90 and a 200 day simple moving average of $52.51. KB Home has a 12-month low of $41.27 and a 12-month high of $67.57.

KB Home (NYSE:KBH) last issued its earnings results on Tuesday, September 22nd. The construction company reported $1.05 EPS for the quarter, beating the consensus estimate of $0.88 by $0.17. KB Home had a net margin of 4.39% and a return on equity of 6.56%. The company had revenue of $1.30 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same quarter in the previous year, the company earned $1.61 EPS. The firm’s revenue for the quarter was down 20.0% compared to the same quarter last year.

KB Home Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Shareholders of record on Thursday, November 12th will be paid a $0.25 dividend. The ex-dividend date of this dividend is Thursday, November 12th. This represents a $1.00 dividend on an annualized basis and a yield of 2.4%. KB Home’s payout ratio is currently 28.17%.

Insider Buying and Selling at KB Home

In other news, Director Arthur Collins sold 4,000 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $56.96, for a total value of $227,840.00. Following the completion of the sale, the director directly owned 9,157 shares in the company, valued at approximately $521,582.72. This trade represents a 30.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Albert Z. Praw sold 22,015 shares of KB Home stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $58.70, for a total value of $1,292,280.50. Following the completion of the transaction, the executive vice president directly owned 104,062 shares of the company’s stock, valued at $6,108,439.40. This represents a 17.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 4.69% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On KB Home

A number of hedge funds have recently added to or reduced their stakes in the stock. Eastern Bank bought a new position in KB Home in the second quarter valued at about $26,000. Bessemer Group Inc. increased its position in KB Home by 80.0% in the first quarter. Bessemer Group Inc. now owns 495 shares of the construction company’s stock worth $26,000 after purchasing an additional 220 shares during the period. Ameritas Advisory Services LLC bought a new stake in KB Home during the 2nd quarter worth about $46,000. Polaris Financial Partners bought a new stake in KB Home during the 3rd quarter worth about $43,000. Finally, Integrated Wealth Concepts LLC bought a new stake in KB Home during the 2nd quarter worth about $73,000. Institutional investors own 96.09% of the company’s stock.

KB Home News Summary

Here are the key news stories impacting KB Home this week:

• Positive Sentiment: KB Home declared a quarterly dividend of $0.25 per share, providing continued shareholder income and signaling confidence in its capital-return policy. KB Home declares $0.25 dividend
• Positive Sentiment: Zacks Research raised its fiscal 2026 EPS forecast to $3.21 from $3.11, modestly narrowing the gap with the broader consensus estimate of $3.25. However, Zacks still maintains a “Strong Sell” rating.
• Neutral Sentiment: Wall Street brokerages recently rated KB Home shares “Hold,” suggesting limited conviction among analysts and a lack of a strong near-term catalyst. KB Home Stock Rated Hold by Wall Street Brokerages
• Negative Sentiment: Zacks cut its EPS forecasts for several periods, including Q4 2026 to $1.21 from $1.30, Q1 2027 to $0.63 from $0.65, Q2 2027 to $0.80 from $0.82, Q4 2027 to $1.60 from $1.61, Q1 2028 to $0.87 from $0.94, Q2 2028 to $1.07 from $1.12, and fiscal 2028 to $5.03 from $5.12. The widespread reductions point to softer expected profitability and are the primary negative factor for KBH.

About KB Home

KB Home is a national homebuilder that designs, constructs and sells single-family homes and townhomes. The company offers homes in a range of floor plans, sizes and price points, with options that allow buyers to personalize features and finishes. Its communities typically include amenities such as parks, open spaces and other neighborhood improvements.

Founded in 1957, KB Home is headquartered in Los Angeles, California. The company serves residential markets across the United States, including Arizona, California, Colorado, Florida, Idaho, Nevada, North Carolina, South Carolina, Texas and Washington.