Taylor Morrison Home Corporation research snapshot
TMHC AI stock analysis reflects a completed event rather than an active trade. Berkshire Hathaway closed its all-cash acquisition of Taylor Morrison on July 24, 2026 at $72.50 per common share, about $6.8 billion in equity value and roughly $8.5 billion in enterprise value. The merger was approved by shareholders on July 22, 2026 with about 75.83 million votes in favor. At the August 3, 2026 data cutoff, TMHC had been delisted from the NYSE and Taylor Morrison had become a wholly owned subsidiary of Berkshire Hathaway, with CEO Sheryl Palmer continuing to lead the business. The deal priced Taylor Morrison at about 10.8x trailing earnings, below the roughly 13.3x median of four large public homebuilder peers. This page uses scenario ranges and source-backed checks, not a certain price prediction, and is for informational use only.
Current price
$72.50 deal consideration; last trade $72.45 on July 23, 2026
Market cap
$6.67 billion
AI score
72 / 100
Rating
Taylor Morrison is a mid-sized U.S. homebuilder whose all-cash acquisition by Berkshire Hathaway closed on July 24, 2026 at $72.50 per share. Shareholders were cashed out and TMHC no longer trades publicly.
Trend status
Resolved through acquisition. TMHC last traded at $72.45 on July 23, 2026, essentially at the $72.50 deal price, and was delisted from the NYSE effective August 3, 2026.
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Taylor Morrison designs, builds, and sells homes across entry-level, move-up, and resort lifestyle segments in 12 U.S. states, with build-to-rent under the Yardly brand and financial services attached. | High |
| Moat | Moat came from land pipeline, local market knowledge, brand recognition in select regions, scale purchasing, and the Taylor Morrison and Esplanade brands rather than network effects or hard IP. | Medium |
| Management | CEO Sheryl Palmer has led the company since 2007 and continues as CEO after the deal. Management delivered an orderly sale at a 23.9% premium to the May 29, 2026 close and secured shareholder approval on July 22, 2026. | High |
| Financial trend | FY2025 revenue of $8.12 billion and net income of $782.5 million, with TTM revenue of $7.61 billion and TTM net income of $667.7 million through March 2026. Q1 2026 was weak: revenue fell to $1.39 billion, closings fell 25.6%, and adjusted closing gross margin contracted 420 basis points. | High |
| Valuation | The completed deal priced TMHC at about 10.8x trailing EPS, 1.10x book value, and 9.69x free cash flow, below the roughly 13.3x peer median. This was a premium to the pre-announcement price but not to the strongest peer multiples. | High |
| Technical trend | TMHC last traded at $72.45 on July 23, 2026, essentially at the $72.50 deal price and near the 52-week high of $72.50. Technical analysis is now historical because trading ended on July 24, 2026. | Medium |
| Risk level | Deal risk fully resolved when the acquisition closed on July 24, 2026. The remaining risk sits with Berkshire as the owner, including housing-cycle headwinds, mortgage-rate sensitivity, margin pressure, and integration execution. | Medium-high |
| AI confidence | High for source-backed financial facts, acquisition terms, and the delisting date. Medium for standalone scenarios and forward estimates because Taylor Morrison will end standalone SEC reporting. | High data confidence |
| Investment certainty | High for the realized cash outcome of $72.50 per share. Forward certainty is lower because the business is now private inside Berkshire and the housing cycle remains soft. | High |
TMHC AI stock forecast
The TMHC AI stock forecast is now realized. Berkshire Hathaway closed the all-cash acquisition on July 24, 2026 at $72.50 per share, so the outcome for public shareholders is the cash consideration and TMHC no longer trades. Had the deal failed, the audited three-scenario framework pointed to a bullish standalone case near $110, a base case near $77, and a bearish case near $46, but that framework is now a counterfactual. Investors who want housing exposure through Taylor Morrison now access it via Berkshire Hathaway.
$72.50 cash per share
This is the actual outcome, not a projection. Berkshire Hathaway closed the acquisition on July 24, 2026 and each TMHC common share converted into $72.50 in cash, about a 23.9% premium over the May 29, 2026 close of $58.50.
$88 to $110
Counterfactual only. If the acquisition had failed while housing demand strengthened, mortgage rates eased, and the market revalued TMHC at a higher multiple, the framework points to a bullish target near $110. This is not achievable now because the deal closed.
$40 to $55
Counterfactual only. If the deal had failed into housing-cycle headwinds, affordability pressure, and margin compression, the framework points to a bearish target near $46. The completed acquisition removed this downside for public shareholders.
TMHC AI technical analysis
TMHC AI technical analysis covers the final trading state because the stock is no longer listed. At the August 3, 2026 data cutoff, TMHC had last traded at $72.45 on July 23, 2026, essentially at the $72.50 deal price, and was delisted from the NYSE effective August 3, 2026. The 52-week range was $54.15 to $72.50. Trading in TMHC ended on July 24, 2026 when Berkshire completed the acquisition, so the levels below are historical and no active TMHC technical trade exists.
| Level | Value | Why it matters |
|---|---|---|
| Final trade price | $72.45 on July 23, 2026 | Google Finance showed TMHC closing at $72.45 on July 23, 2026, essentially at the $72.50 deal price. StockAnalysis lists the last trade price at $72.45 on July 24, 2026. |
| Deal consideration | $72.50 cash per share | The final all-cash consideration paid to shareholders. Berkshire completed the acquisition on July 24, 2026 and the stock was delisted from the NYSE effective August 3, 2026. |
| 52-week range | $54.15 to $72.50 | The full public trading range over the past year. The stock rallied from the $54 area after the May 31, 2026 acquisition announcement toward the deal price. |
| Historical support | $54 to $60 | The pre-announcement trading area near the 52-week low of $54.15. This is now historical because trading in TMHC has ended. |
| Moving averages | 50-day $68.09, 200-day $63.07 | At the final trade, TMHC sat above both its 50-day and 200-day moving averages. These indicators are historical now that the stock is delisted. |
| Momentum | RSI 73.67 | RSI was in overbought territory at the final trade, consistent with a price pinned near the deal value. Momentum analysis is no longer actionable for TMHC. |
| Volume | 2.94M average 20-day volume | Average daily volume before trading ended. Volume was thinning as the deal closed and index funds exited before the S&P MidCap 400 removal on July 24, 2026. |
| Volatility | Beta 1.44 | Above-market beta during the public period. Volatility ended with the acquisition and the August 3, 2026 delisting. |
| Invalidation | No longer applicable | The deal closed on July 24, 2026, so technical invalidation levels no longer apply to a stock that does not trade publicly. |
TMHC AI trading strategy
TMHC is no longer tradeable. Berkshire Hathaway closed its all-cash acquisition on July 24, 2026 and TMHC was delisted from the NYSE effective August 3, 2026. The strategy section below explains the realized merger outcome and the options for investors who still want housing exposure through Taylor Morrison, rather than an active trading plan for the TMHC ticker. This is not personal advice.
The arbitrage gap closed on July 24, 2026 at $72.50 per share in cash. Shareholders who held through the deal received the consideration and no longer own TMHC. The final spread between the last trade of $72.45 and the deal price was roughly $0.05.
There is no further TMHC position to manage. Confirm the cash settlement on your broker statement and review the tax treatment of the sale, which may differ from an ordinary stock sale.
Investors who want exposure to Taylor Morrison now access it through Berkshire Hathaway (BRK.B), which owns Taylor Morrison as a wholly owned subsidiary. Berkshire stated the combined site-built operation was the fourth largest U.S. homebuilder by 2025 closings, across 21 states, 52 markets, and over 700 communities.
BRK.B is a diversified holding company and housing is a small part of its earnings, so BRK.B does not replicate a direct homebuilder position. Position sizing should reflect Berkshire as a whole, not Taylor Morrison alone.
Track housing market data such as mortgage rates (the 30-year rate was 6.66% on July 30, 2026), new-home sales (a 628,000 annual pace in June 2026), new-home supply (9.3 months), and any disclosures Berkshire provides on the Taylor Morrison platform and Sheryl Palmer operational commentary.
Taylor Morrison intends to file Form 15 to end standalone SEC reporting, so public detail will be limited. Do not rely on the old TMHC ticker or prior analyst price targets, which are now void after the acquisition.
Investment research summary
Taylor Morrison was paid when households bought new homes across entry-level, move-up, and active-adult segments, plus related financial services attachment. The customer bought location, floor plan, brand trust, and financing convenience. Berkshire paid $72.50 per share, about $8.5 billion in enterprise value, for this platform.
The moat came from land pipeline, regional market knowledge, scale purchasing, and the Taylor Morrison and Esplanade brands. Switching costs are low for buyers, but land control and local relationships created some advantage against new entrants.
The thesis would have failed if the acquisition was blocked or abandoned, leaving TMHC exposed to housing-cycle headwinds, margin pressure, incentives, and a low P/E on declining earnings. Instead the deal closed on July 24, 2026, so that failure path never materialized for public shareholders, who now hold cash instead of housing upside.
CEO Sheryl Palmer has led the company since its formation in 2007 and continues as CEO after the deal. Management delivered an orderly sale at a 23.9% premium to the May 29, 2026 close and passed the transaction through shareholder approval on July 22, 2026.
U.S. housing faces long-term demand from household formation and underbuilding, offset by near-term mortgage-rate pressure (30-year rate 6.66% in late July 2026), affordability constraints, and elevated builder incentives. Berkshire is betting that the housing market recovers over time.
Berkshire paid about 10.8x trailing earnings, below the roughly 13.3x median of four large public homebuilder peers. The all-cash consideration gave TMHC shareholders a defined premium exit and removed public market risk, while the buyer absorbed the cyclical risk of the housing business.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| TMHC deal consideration | $72.50 per share in cash, completed July 24, 2026 | Business Wire press release and StockAnalysis listing | August 3, 2026 |
| Delisting date | NYSE delisting effective August 3, 2026 | StockAnalysis delisted notice and TechStock2 coverage | August 3, 2026 |
| Last trade price | $72.45 on July 23, 2026 | Google Finance quote and StockAnalysis cross-check | August 3, 2026 |
| Equity and enterprise value | About $6.8 billion equity value, about $8.5 billion enterprise value | Business Wire press release and company disclosures | August 3, 2026 |
| Market capitalization | $6.67 billion, verified as $72.50 x 92.00M shares with 0.00% variance | financial_rigor.py market cap verification with Google Finance and StockAnalysis data | August 3, 2026 |
| Shares outstanding | Approximately 92.00 million | Google Finance and StockAnalysis share data | August 3, 2026 |
| FY2025 revenue and net income | Revenue $8.121 billion, net income $782.5 million, EPS $7.77 | StockAnalysis annual financials (Fiscal.ai) | August 3, 2026 |
| TTM revenue and net income | TTM revenue $7.613 billion, TTM net income $667.66 million, TTM EPS about $6.71 through March 2026 | StockAnalysis and Google Finance TTM data | August 3, 2026 |
| Q1 2026 results | Revenue $1.39 billion, net income $98.62 million, diluted EPS $1.12 (Google Finance); company release cited about $1.01 | Google Finance quarterly financials and company release via TechStock2 | August 3, 2026 |
| Q1 2026 operating metrics | 2,268 home closings (down 25.6%), home-closing revenue $1.311 billion (down 28.3%), average closing price $578,000, adjusted closing gross margin 20.6%, backlog 3,465 homes | Company Q1 2026 press release via TechStock2 | August 3, 2026 |
| Cash and net debt | Cash $652.93 million, total debt $2.415 billion, net debt about $1.76 billion | StockAnalysis balance sheet data | August 3, 2026 |
| Book value | Book equity about $6.25 billion, book value per share about $66.04 (StockAnalysis); company cited about $64 per share | StockAnalysis statistics and company release | August 3, 2026 |
| Free cash flow | $687.86 million TTM, about $7.48 per share | StockAnalysis cash flow data | August 3, 2026 |
| Valuation metrics at deal price | 10.80x PE, 1.10x P/B, 0.88x P/S, 9.69x P/FCF, 8.16x EV/EBITDA, 10.32% FCF yield | financial_rigor.py verification using Google Finance and StockAnalysis data | August 3, 2026 |
| Deal premium and multiple | 23.9% premium over the May 29, 2026 close of $58.50; about 10.8x trailing earnings vs roughly 13.3x peer median | TechStock2 coverage citing SEC filings | August 3, 2026 |
| Shareholder approval | Approved July 22, 2026 with about 75.83 million votes for and 2.33 million against | SEC 8-K via TechStock2 | August 3, 2026 |
| Three-scenario standalone framework | Counterfactual financial_rigor.py output: bullish $109.9, base $77.0, bearish $46.0 using $6.71 EPS, 8% / 3% / -5% growth and 13x / 10x / 8x PE | financial_rigor.py three-scenario calculation | August 3, 2026 |
| Mortgage rate context | 30-year fixed mortgage rate 6.66% on July 30, 2026 | Freddie Mac via TechStock2 | August 3, 2026 |
| New-home market context | June 2026 new-home sales at a 628,000 annual pace, down 5.6% year over year; new-home supply 9.3 months | Census Bureau via TechStock2 | August 3, 2026 |
This TMHC AI stock analysis is an informational research tool only and is not investment advice, tax advice, legal advice, or a recommendation to buy or sell securities. Berkshire Hathaway completed its all-cash acquisition of Taylor Morrison on July 24, 2026 at $72.50 per share, and TMHC was delisted from the NYSE effective August 3, 2026, so the ticker no longer trades publicly. Standalone forecast scenarios and technical levels are historical or counterfactual and do not represent an active trade. Data is based on available public sources as of August 3, 2026 and can be wrong if the acquisition outcome, housing demand, mortgage rates, incentives, margins, or market valuation changes.
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