NVR INC
No SEC Form 4 filings for $NVR in the last 30 days.
See all $NVR insider activity →iShares U.S. Home Construction ETF (ITB) added $160.3M in assets, increasing positions in DHI, PHM, NVR, LEN, and TOL. ITB manages $2.48B, with top holdings in D.R. Horton, PulteGroup, and NVR. The fund has a 0.37% expense ratio and a -12.36% YTD return.
NVR, Inc.'s average price target was reduced from $6441.17 to $6395.33 by 6 analysts, with a range of $5058 to $7400. This implies a 6% upside from the Oct. 6 closing price. The consensus rating remains 'Hold' among 8 analysts.
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.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning NVR (NVR INC). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent NVR coverage spans financial news, earnings and market movers.
ETF inflow could lift NVR shares.
Target cut suggests modest downside pressure as expectations soften.
Negative bias from Underweight rating.
Analyst downgrade and lower price target suggest near-term downside pressure on NVR.
Potential modest interest from traders seeking exposure to the sector.
AlphAI scores every news story that mentions NVR with an AI model for sentiment and relevance, and aggregates insider trades from NVR INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
iShares U.S. Home Construction ETF (ITB) added $160.3M in assets, increasing positions in DHI, PHM, NVR, LEN, and TOL. ITB manages $2.48B, with top holdings in D.R. Horton, PulteGroup, and NVR. The fund has a 0.37% expense ratio and a -12.36% YTD return.
2 min readNVR, Inc.'s average price target was reduced from $6441.17 to $6395.33 by 6 analysts, with a range of $5058 to $7400. This implies a 6% upside from the Oct. 6 closing price. The consensus rating remains 'Hold' among 8 analysts.
1 min readMorgan 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.
2 min readMorgan Stanley initiated coverage on NVR Inc. with an underweight rating and a $5,058 price target, citing concerns over lot supply and finished-lot costs. The firm questions NVR's growth model compared to larger peers, despite its conservative approach and strong balance sheet. InvestingPro suggests NVR is undervalued.
1 min readBerkshire Hathaway nearly doubled its stake in Lennar, highlighting U.S. homebuilders amid higher mortgage rates. The article discusses KB Home, Lennar, and NVR, detailing their operations, market caps, and exposure to housing cycle trends. KB Home has $5.2B revenue, Lennar $31.9B, and NVR $9.4B, with market caps of $2.9B, $19.7B, and $16.8B respectively.
3 min readNVR, Inc. (NVR), a homebuilder and mortgage banking company, has seen its stock decline 25.8% from its 52-week high. Q2 2026 EPS was $83.96, and Homebuilding revenue fell 10.5% year-over-year to $2.28 billion. Analysts maintain a 'Moderate Buy' rating with a mean price target of $6,912.71, a 10.5% premium to current levels.
2 min readInstalled Building Products (NYSE:IBP) led Q2 earnings among home builders, while NVR (NYSE:NVR) reported the weakest results with revenue down 10.5% YoY. D.R. Horton (NYSE:DHI) met revenue expectations but missed full-year guidance. PulteGroup (NYSE:PHM) beat revenue and EPS estimates despite a 9.6% YoY decline. NVR, DHI, and PHM stocks are down 3%, 4.7%, and 4.8% since reporting, respectively.
3 min readNVR, Inc. (NVR), a homebuilder with a $17B market cap, reported Q2 2026 EPS of $83.96 and revenue of $2.28B, down 10.5% YoY. Shares fell 3.1% on July 23, underperforming the S&P 500. Analysts expect FY 2026 EPS to drop 15.9% YoY. The consensus rating is 'Moderate Buy' with a mean price target of $6,912.71.
3 min readBerkshire Hathaway invested $19.8B in Q2, including $6.8B acquisition of Taylor Morrison. It increased stakes in Lennar and NVR, and initiated a position in D.R. Horton. The housing market faces challenges with high mortgage rates and falling sales, but Berkshire's long-term strategy focuses on structural undersupply and builder resilience.
3 min readNVR, Inc. director George Oliver bought 63 shares on Aug. 7, 2026 at a weighted average price of $6,431.51 per share, per an SEC Form 4. The purchase was executed while NVR had about $17.0B market cap and $9.4B trailing-twelve-month revenue. Oliver’s stake rises to about 0.0023%, valued near $402,579 at the Aug. 7 close of $6,390.14.
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