DFH at a glance
Dream Finders Homes, Inc. (DFH, SEC CIK 1825088) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Dream Finders Homes, Inc. (DFH) reported revenue of $4.3 billion (down 2.9% from FY2024) and net income of $217.2 million. Diluted EPS was $2.14.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Dream Finders Homes, Inc. (DFH) shares worth $257.9 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by BECKWITT RICHARD on September 10, 2026 of 10,000 shares at $12.07 per share.
- In the last 90 days, DFH insiders reported 8 open-market purchases ($1.4M) and 0 open-market sales ($0) on Form 4, a net purchase of $1.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.3B
- −2.9% vs prior year
- Insiders · 90 days
- 8 buys · 0 sells
- Net +$1.4M
- 13F holders
- 30 funds
- $257.9M · +1 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 1.01 · Item 5.03 · Item 3.03
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Homebuilding revenue $1.007B, down 8% YoY from $1.100B
- Homebuilding gross margin 14.2% vs 16.5% YoY; EBITDA margin 9.4% vs 11.6%
- Best segment Southeast revenue $388M, up 6%; worst Midwest revenue $355M, down 22%
- Cash $203.5M vs $210.3M; revolving borrowings $1.038B vs $1.140B
- Affordability, elevated mortgage rates and macro uncertainty pressuring demand and margins near term
Risk Factors
- No risk-factors section provided; excerpt contains Items 2–6 and signatures only
- Share repurchase exposure: $100.0 million authorization extended through June 30, 2027
- Liquidity allocation risk: $17,162,616 remaining under the repurchase program at June 30, 2026
- Insider-trading compliance risk: CEO adopted a Rule 10b5-1 plan covering 1,000,000 shares through November 12, 2026
- Executive-share-sale risk: CFO adopted a Rule 10b5-1 plan covering 24,500 shares through December 15, 2026
AI summary of the DFH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Merger with Beazer referenced, signaling a potentially transformative acquisition for Dream Finders Homes
- Completion depends on shareholder, regulatory and other closing conditions
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Series B Convertible Preferred Stock formally established effective September 14, 2026
- Certificate of Designations filed with Texas Secretary of State, creating the preferred-stock class
Item 3.03: Material Modification to Rights of Security Holders
- Series A Convertible Preferred Stock fully redeemed at $1,028.50 per share
- Cumulative redemption amount approximately $154.3 million
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Director compensation cap exception for Chairman, Co-Chairman, Lead Director, or similar roles
- $400,000 annual limit remains for other non-employee directors
Item 7.01: Regulation FD Disclosure
- Forward-looking disclosure centers on DFH’s proposed merger with Beazer
- Completion remains conditional on stockholder and regulatory approvals and other closing conditions
AI summaries of DFH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DFH
Don't miss the next DFH filing
- Alerts as it files. A push when DFH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DFH, by share count.
- Ask anything. An AI agent that reads every DFH filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fischer Steven | A | Sep 18, 2026 | 12,158 | - |
| BECKWITT RICHARD | A | Sep 18, 2026 | 400,000 | - |
| BECKWITT RICHARD | Buy | Sep 10, 2026 | 10,000 | $12.07 |
| Sturm Len | Buy | Sep 3, 2026 | 1,500 | $13.47 |
| Sturm Len | Buy | Aug 26, 2026 | 1,000 | $14.72 |
| Sturm Len | Buy | Aug 24, 2026 | 250 | $14.75 |
| Sturm Len | Buy | Aug 21, 2026 | 250 | $14.81 |
| BECKWITT RICHARD | Buy | Aug 13, 2026 | 12,000 | $14.80 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.7B | $4.5B | $4.3B |
| Net Income | - | $335.3M | $217.2M |
| Net Margin | - | 7.5% | 5.0% |
| Balance Sheet | |||
| Total Assets | $2.6B | $3.3B | $3.7B |
| Equity | $924.6M | $1.2B | $1.4B |
| ROE | - | 26.9% | 15.2% |
| Per Share | |||
| EPS | $2.79 | $3.34 | $2.14 |
| Cash Flow | |||
| Operating CF | $374.2M | -$256.6M | -$100.6M |
| CapEx | $4.8M | $25.3M | $25.8M |
Source: XBRL data in Dream Finders Homes, Inc. (DFH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DFH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $257.9M |
| Q1 2026 | 29 | $189.0M |
| Q4 2025 | 27 | $229.5M |
| Q3 2025 | 27 | $340.1M |
| Q2 2025 | 27 | $324.8M |
| Q1 2025 | 23 | $197.7M |
| Q4 2024 | 19 | $181.3M |
| Q3 2024 | 14 | $121.9M |
- Morgan Stanley+295.9K (+85%)
- JPMorgan Chase & Co+254.7K (+2015%)
- AQR Capital Management+232.7K (+464%)
- Bank of America Corp+149.1K (+102%)
- BlackRock+138.5K (+3%)
- Millennium Management−50.1K (-45%)
- Vanguard Capital Management LLC−37.0K (-3%)
- Ameriprise Financial−33.6K (-10%)
- Wells Fargo & Co−11.9K (-4%)
- Principal Financial Group−5.9K (-4%)
- Two Sigma Investments+20.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 196 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DFH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 21, 2026 | - | Analysis | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | May 15, 2026 | - | Analysis | |
| SC 13G | May 13, 2026 | - | - |
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DFH SEC filings: frequently asked questions
Are DFH insiders buying or selling?
In the last 90 days, Dream Finders Homes, Inc. (DFH) officers, directors and 10% owners reported 8 open-market purchases worth $1.4 million by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DFH stock?
As of June 30, 2026, the largest Dream Finders Homes, Inc. (DFH) holders among the 13F filers tracked by SignalX were BlackRock ($83.1 million), State Street Corp ($29.5 million), Dimensional Fund Advisors ($26.7 million), Vanguard Portfolio Management LLC ($25.3 million), Vanguard Capital Management LLC ($20.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DFH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Dream Finders Homes, Inc. (DFH) reported revenue of $4.3 billion (down 2.9% from FY2024) and net income of $217.2 million. Diluted EPS was $2.14. The figures come from the XBRL data in the 10-K.
What did DFH report in its latest 8-K?
Dream Finders Homes, Inc. (DFH) filed an 8-K on September 15, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 5.03 (Amendments to Articles of Incorporation or Bylaws) and Item 3.03 (Material Modification to Rights of Security Holders). Merger with Beazer referenced, signaling a potentially transformative acquisition for Dream Finders Homes.
What are the latest DFH SEC filings?
Dream Finders Homes, Inc. (DFH) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 22, 2026.
What is DFH's SEC CIK number?
Dream Finders Homes, Inc. (DFH)'s SEC Central Index Key (CIK) is 1825088. EDGAR lists every DFH filing under that number.
Ask anything about DFH
The research agent reads DFH's filings, financials, insider trades and 13F holders, then answers with sources.