KBH at a glance
KB HOME (KBH, SEC CIK 795266) filed its latest 10-K annual report on January 23, 2026, a 10-Q quarterly report on July 9, 2026, an 8-K current report on September 22, 2026 and Form 4 insider filings as recently as August 7, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended November 30, 2025 (FY2025), KB HOME (KBH) reported revenue of $6.2 billion (down 10.0% from FY2024) and net income of $428.8 million. Diluted EPS was $6.15.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding KB HOME (KBH) shares worth $2.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Collins Arthur Reginald on August 6, 2026 of 4,000 shares at $56.96 per share.
- In the last 90 days, KBH insiders reported 0 open-market purchases ($0) and 9 open-market sales ($17.9M) on Form 4, a net sale of $17.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.2B
- −10.0% vs prior year
- Insiders · 90 days
- 0 buys · 9 sells
- Net −$17.9M
- 13F holders
- 33 funds
- $2.4B · −1 vs prior quarter
- Latest 8-K
- Sep 22, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Nov 30, 2025
Business Overview
- Core business: homebuilding with focus on construction, land acquisition, and community development across multiple U.S. regions
- New emphasis on accelerated operational strategies to monetize investments, leading to 4 inventory impairment charges and $15.5M charge in 2025
- Strategic shift: increased focus on faster home selling, building and delivery pace amid rising land development and construction costs
- Inventory balance $5.67B as of Nov 30, 2025, with 94% expected delivery within 5 years; warranty liability stable, no accrual changes in 2025
- Noteworthy: $143.7M deposits in land option contracts with potential risks of write-offs if home prices decline; inflation pressures expected to persist into 2026
Risk Factors
- Government shutdown Oct-Nov 2025 and potential budget impasse post-Jan 30, 2026 risking federal funding delays, notably in California
- Military conflict in Ukraine exacerbating macroeconomic uncertainties with potential adverse impact on housing demand
- Insurance underwriting pullbacks in California, Florida, Texas raising risks of homebuyer cancellations due to lack of affordable coverage
- Competitor pressure intensified by rising resale home supply since mid-2024 forcing price reductions and concessions
- Dependence on third-party lenders including GR Alliance, with lender performance delays disrupting home closings and sales contract cancellations
Management Discussion & Analysis
- Revenue $6.24B, down 10% YoY driven by homebuilding decline from $6.90B in 2024
- Homebuilding operating margin 8.2% vs 11.1%, housing gross profit margin 18.6% vs 21.0%
- Best segment Southeast with net order value down 3% to $1.01B, worst Central down 27% to $1.04B
- Cash $229M, liquidity $1.43B, land and development capex $2.61B down 8%, buybacks $538.5M repurchasing 9.4M shares
- 2026 outlook positive with planned new community openings; risks from soft demand, affordability, cancellations at 17%
AI summary of the KBH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Management Discussion & Analysis
- Revenue $1.112B, down 27% YoY from $1.530B; net income $27.3M vs $107.9M
- Homebuilding operating margin 2.5% vs 8.6%; housing gross margin 15.2% vs 19.3%
- Best segment West Coast net orders $766.9M, up 5%; worst Southwest net orders $228.4M, down 15%
- Land investments $495.8M; share repurchases 1.4M shares costing $75.0M; liquidity $1.12B
- Outlook: third- and fourth-quarter deliveries and margins expected to benefit from higher Built to Order sales; headwinds include affordability and elevated mortgage rates
Risk Factors
- No material changes to risk factors disclosed in the November 30, 2025 Form 10-K
- Interim principal financial officer role assumed by CEO Robert V. McGibney effective July 6, 2026
- $775.0 million remaining under common-stock repurchase authorization as of May 31, 2026
- 1,375,294 shares repurchased for $75.0 million during the second quarter of 2026
AI summary of the KBH 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 2.02: Results of Operations and Financial Condition
- Earnings release covers three and nine months ended August 31, 2026
- Results issued September 22, 2026, with detailed financial information in Exhibit 99.1
Item 2.02: Results of Operations and Financial Condition
- KB Home reported results for three and six months ended May 31, 2026
- Press release furnished as Exhibit 99.1 contains the financial results
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Robert R. Dillard resigns effective May 8, 2026
- Departure creates near-term finance leadership and reporting continuity risk
AI summaries of KBH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KBH
Don't miss the next KBH filing
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- Fund moves. Which tracked funds opened, added or cut KBH, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Collins Arthur Reginald | Sell | Aug 6, 2026 | 4,000 | $56.96 |
| PRAW ALBERT Z | Sell | Aug 5, 2026 | 22,015 | $58.70 |
| MEZGER JEFFREY T | Sell | Jul 15, 2026 | 21,010 | $56.24 |
| MEZGER JEFFREY T | M | Jul 15, 2026 | 51,018 | - |
| MEZGER JEFFREY T | M | Jul 15, 2026 | 51,018 | $16.21 |
| MEZGER JEFFREY T | Sell | Jul 15, 2026 | 30,008 | $56.70 |
| MEZGER JEFFREY T | Sell | Jul 14, 2026 | 89,858 | $54.87 |
| MEZGER JEFFREY T | M | Jul 14, 2026 | 129,062 | $16.21 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $6.4B | $6.9B | $6.2B |
| Net Income | - | $655.0M | $428.8M |
| Net Margin | - | 9.5% | 6.9% |
| Balance Sheet | |||
| Total Assets | $6.6B | $6.9B | $6.7B |
| Equity | $3.8B | $4.1B | $3.9B |
| ROE | - | 16.1% | 11.0% |
| Per Share | |||
| EPS | $7.03 | $8.45 | $6.15 |
| Cash Flow | |||
| Operating CF | $1.1B | $362.7M | $335.7M |
| CapEx | $35.5M | $39.3M | $48.4M |
Source: XBRL data in KB HOME (KBH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KBH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $2.36B |
| Q1 2026 | 34 | $1.90B |
| Q4 2025 | 31 | $2.06B |
| Q3 2025 | 31 | $2.59B |
| Q2 2025 | 33 | $2.11B |
| Q1 2025 | 29 | $1.75B |
| Q4 2024 | 24 | $1.76B |
| Q3 2024 | 22 | $1.14B |
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- Goldman Sachs Group−337.1K (-32%)
- Millennium Management−332.3K (-43%)
- AQR Capital Management−146.3K (-31%)
- JPMorgan Chase & Co−110.1K (-26%)
- Ameriprise Financial−42.2K (-14%)
- Renaissance Technologies LLC−235.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 237 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KBH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 22, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 10-Q | Jul 9, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Apr 20, 2026 | - | - | - |
| 10-Q | Apr 9, 2026 | Feb 28, 2026 | Analysis | |
| 8-K | Mar 24, 2026 | - | - | - |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 4 | Feb 24, 2026 | - | - | - |
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KBH SEC filings: frequently asked questions
Are KBH insiders buying or selling?
In the last 90 days, KB HOME (KBH) officers, directors and 10% owners reported no open-market purchases and 9 open-market sales worth $17.9 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KBH stock?
As of June 30, 2026, the largest KB HOME (KBH) holders among the 13F filers tracked by SignalX were BlackRock ($618.5 million), FMR LLC (Fidelity) ($324.9 million), State Street Corp ($221.9 million), Vanguard Portfolio Management LLC ($201.7 million), Vanguard Capital Management LLC ($169.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KBH's revenue in fiscal year 2025?
For the fiscal year ended November 30, 2025 (FY2025), KB HOME (KBH) reported revenue of $6.2 billion (down 10.0% from FY2024) and net income of $428.8 million. Diluted EPS was $6.15. The figures come from the XBRL data in the 10-K.
What are the main risks in KBH's latest 10-K?
In the 10-K filed January 23, 2026, KB HOME (KBH) flagged: Government shutdown Oct-Nov 2025 and potential budget impasse post-Jan 30, 2026 risking federal funding delays, notably in California. Military conflict in Ukraine exacerbating macroeconomic uncertainties with potential adverse impact on housing demand. (AI summary of the Risk Factors section.)
What did KBH report in its latest 8-K?
KB HOME (KBH) filed an 8-K on September 22, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Earnings release covers three and nine months ended August 31, 2026.
What are the latest KBH SEC filings?
KB HOME (KBH) filed its latest 10-K annual report on January 23, 2026, a 10-Q quarterly report on July 9, 2026, an 8-K current report on September 22, 2026 and a Form 4 insider filing on August 7, 2026.
What is KBH's SEC CIK number?
KB HOME (KBH)'s SEC Central Index Key (CIK) is 795266. EDGAR lists every KBH filing under that number.
Ask anything about KBH
The research agent reads KBH's filings, financials, insider trades and 13F holders, then answers with sources.