KB HOME
KB Home builds attached and detached single-family homes, townhomes and condominiums for first-time, first move-up, second move-up and active adult homebuyers. It sells homes in development communities, urban in-fill locations and mixed-use projects. Its homebuilding operations are organized into four segments: West Coast, Southwest, Central and Southeast, serving markets in nine states. KB Home also offers insurance products and title services in some of its homebuilding markets. Through KBHS Home Loans, an unconsolidated joint venture, it provides mortgage banking services, including mortgage loan originations, to homebuyers. KB Home earns money primarily from homebuilding, with financial services making up the remainder of its business. Its Built to Order process lets buyers choose a homesite, floor plan, elevation, structural options and design features, including selections at KB Home Design Studios. Homes are typically sold through company sales associates or outside brokers. KB Home is headquartered in Los Angeles, California.
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No enriched coverage for $KBH in the last 7 days.
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See all $KBH insider activity →Morgan Stanley kept its Underweight rating on KB Home but reduced its price target to $37 from $39, citing a 27% potential downside from the recent close. Other analysts' targets range from $42 to $54.
KB Home reported that the housing market has weakened since June, with rising mortgage rates, geopolitical uncertainty, and increased resale inventory. Q3 results met guidance, but Q4 outlook was lowered, including a $20,000 reduction in average sales price and lower gross margin expectations. CEO Rob McGibney noted slower sales in Southern California and price adjustments in Texas resale markets.
U.S. housing starts fell 9% in September to 1.221M units, missing estimates of 1.305M, according to Truist. Multi-family starts dropped 28% year-over-year, while single-family starts rose 2%. Permits and completions also declined. The data impacts building products and homebuilder stocks.
Recent KBH coverage spans corporate actions, earnings and market movers.
The analyst target cut and maintained Underweight stance likely pressures KB Home sentiment and can weigh on near-term positioning.
Guidance cut suggests near‑term price pressure.
Potential earnings drag.
The PSU grant adds long-term incentive compensation for senior executives, modestly diluting existing shareholders.
The grant adds potential dilution and aligns executive compensation with long‑term performance.
AlphAI scores every news story that mentions KBH with an AI model for sentiment and relevance, and aggregates insider trades from KB HOME's SEC EDGAR Form 4 filings. Figures refresh continuously.
Morgan Stanley kept its Underweight rating on KB Home but reduced its price target to $37 from $39, citing a 27% potential downside from the recent close. Other analysts' targets range from $42 to $54.
KB Home reported that the housing market has weakened since June, with rising mortgage rates, geopolitical uncertainty, and increased resale inventory. Q3 results met guidance, but Q4 outlook was lowered, including a $20,000 reduction in average sales price and lower gross margin expectations. CEO Rob McGibney noted slower sales in Southern California and price adjustments in Texas resale markets.
U.S. housing starts fell 9% in September to 1.221M units, missing estimates of 1.305M, according to Truist. Multi-family starts dropped 28% year-over-year, while single-family starts rose 2%. Permits and completions also declined. The data impacts building products and homebuilder stocks.
KB Home granted performance-based restricted stock units to executives Robert McGibney, Jeffrey Mezger, and Brian Woram, effective October 8, 2026. The awards are tied to 3-year performance measures and vesting conditions, under the company's 2014 Equity Incentive Plan.
KB HOME (KBH) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (e) Long-Term Incentive Awards. On October 8, 2026, the management development and compensation committee of the board of d
KB Home (KBH) announced a quarterly dividend of $0.25 per share, with a forward yield of 2.38%. The dividend is payable on November 25 to shareholders of record on November 12. The company also expects Q4 housing revenues between $1.45B and $1.65B and plans up to $50M in share buybacks.
KB Home reported 3Q 2026 revenue of $1.297B, down 20% YoY, and EPS of $1.05, down 35% YoY. Net income fell 41% to $65.3M due to fewer home deliveries and pricing pressure. Built-to-Order homes grew to 74% of deliveries, and operational capacity expanded with a 5% increase in community count.
KB Home's board declared a quarterly cash dividend of 25 cents per share. The dividend is payable on November 25, 2026, to shareholders of record as of November 12, 2026, according to the company.
Keefe, Bruyette & Woods lowered KB Home's (KBH) price target to $54 from $65, citing weaker demand and reduced 2027-2028 estimates. The firm expects lower deliveries, reduced average sales prices, and slightly lower gross margins. KB Home's Q3 earnings per share of $1.05 beat estimates, but analysts have mixed outlooks on its future performance.
Morgan Stanley initiated coverage of U.S. homebuilders with a cautious view, citing affordability and margin pressures. Toll Brothers (TOL) received an Overweight rating and $159 price target, while Lennar (LEN), NVR, KB Home (KBH), D.R. Horton (DHI), and PulteGroup (PHM) were rated Underweight or Equal Weight. The bank expects flat closings and prices by 2027, with margin deterioration and earnings estimates below consensus.
