NVR INC
NVR, 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.
Berkshire 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.
NVR, 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.
Over the past 7 days, alphai's AI scored 1 news story mentioning NVR (NVR INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent NVR coverage spans earnings, financial news and mergers & acquisitions.
In the last 30 days, NVR insiders filed 1 SEC Form 4 transaction — 1 purchase ($405K) and no sales. The most active reporter was Oliver George with 1 filing.
Earnings miss and lower guidance may pressure the stock; analysts raised price targets suggesting upside potential.
Continued exposure underscores confidence in the sector.
A small director open-market buy is a mild positive signal, but the transaction size is unlikely to change near-term fundamentals or price materially.
A director open-market buy is a modest insider signal, but it is not a fundamental catalyst by itself.
The piece frames NVR as continuing buybacks despite a weak first half, while valuation models diverge sharply on fair value.
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.
NVR, 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.
5 min readOliver George purchased 63 shares of NVR INC (NVR) at $6431.51 ($0.41M total) on 2026-08-07.
1 min readSimply Wall St reports NVR (NVR) released second-quarter 2026 earnings and provided updates on its ongoing share repurchase programs. The stock closed at $6,147.05, down 7.48% over one month and 15.55% YTD. A “fair value” narrative estimates $3,758, while the article notes NVR trades at 14.4x P/E versus a 20.3x fair multiple.
6 min readZacks discusses NVR, Inc. after a 2026 Q2 earnings and revenue miss. NVR reported Q2 EPS of $83.96, down 22.6% YoY and 11.5% below the Zacks consensus, and homebuilding revenue of $2.28B, 5.2% below consensus. Full-year earnings are projected to fall 14.8%. The article cites a $6,381.79 stock price versus a $5,425 price target and a 15.9X forward multiple.
6 min readNVR, Inc. reported Q2 2026 net income of $236.46 million and diluted EPS of $83.96, both down from the prior year, according to the company. NVR also completed a $442.25 million buyback of 67,331 shares and did not use its newer May 2026 authorization.
4 min readNVR Inc. said its Q1 2026 results showed revenue of about $2.57B, up from about $2.49B a year earlier, and net income of about $430M, up from about $388M. Operating margin rose to about 16.7%. Average home prices were above $470k, orders about 5,900 units, and backlog about 12,000 units. The article links the stock’s near-record level to these metrics.
7 min readTruist Financial cut its NVR price target to $6,400 from $6,600 and kept a Hold rating, citing a potential small downside versus the stock’s Friday midday price. The article also notes NVR’s July 23 quarter: EPS $83.96 vs $0.90 expected, revenue $2.34B vs $2.40B, and a year-over-year revenue decline of 10.5%.
4 min readSmead Value Fund, managed by Smead Capital Management, filed its Q2 2026 N-PORT. The fund increased stakes in NVR and Lennar, adding 3,566 NVR shares (to 23,445) and 212,771 Lennar shares (to 1,676,642). It exited Qualcomm and cut eBay by 957,470 shares (average $100.75) and Simon Property by 277,106 shares.
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