TMHC at a glance
Taylor Morrison Home Corp (TMHC, SEC CIK 1562476) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on April 22, 2026, an 8-K current report on July 24, 2026 and Form 4 insider filings as recently as July 27, 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), Taylor Morrison Home Corp (TMHC) reported revenue of $8.1 billion (down 0.6% from FY2024) and net income of $782.5 million. Diluted EPS was $7.77.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Taylor Morrison Home Corp (TMHC) shares worth $3.3 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $8.1B
- −0.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 33 funds
- $3.3B · −2 vs prior quarter
- Latest 8-K
- Jul 24, 2026
- Item 1.01 · Item 5.01 · Item 3.01 · Item 3.03 · Item 2.01 · Item 5.03 · Item 5.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Homebuilding and community development across multiple U.S. regions
- Increased risk exposure from severe weather events causing delays, higher costs, supply chain issues, and potential demand reduction
- Heightened emphasis on sustainability reporting and compliance raising ongoing operational costs and reputational risks
- Dependence on performance and surety bonds with credit rating and market conditions critical for growth financing
- Significant potential liabilities from home warranty and construction defect claims impacting financial condition
Risk Factors
- Key-person dependency in cybersecurity team, CIO with 25+ years IT experience and 20+ years at company leading risk and compliance
- Ongoing cybersecurity risk oversight tied to evolving cyber threats with quarterly risk reviews and mitigation budgets
- No specific regulatory, geopolitical, operational, competitive, or financial risks detailed in provided text
Management Discussion & Analysis
- Total investments in unconsolidated joint ventures $487M in 2025 vs $440M in 2024, up $47M
- Land purchase option contracts and land banking agreements purchase price $3.4B in 2025 vs $1.9B in 2024
- Largest joint venture segment Central $207M in 2025 vs $164M in 2024, best performing segment by investment growth
- Worst performing segment West $75M in 2025 vs $95M in 2024, decline in investments by $20M
- No revenue, profitability, cash flow, or forward-looking guidance disclosed in this excerpt
AI summary of the TMHC 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 Mar 31, 2026
Management Discussion & Analysis
- Stock repurchases 2.46 million shares in Q1 2026 at average $60.88 per share
- Repurchase authorization renewed at $1.0 billion through December 31, 2027
- Remaining repurchase capacity $862.565 million as of March 31, 2026
- February authorization renewal cancelled prior unused balance
AI summary of the TMHC 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
- Debt amendments tied to merger closing on July 24, 2026, covering 5.75% 2028, 5.125% 2030, and 5.750% 2032 senior notes
- Parent guarantee would allow issuer reporting through Parent’s public filings, reducing standalone disclosure obligations
Item 5.01: Changes in Control of Registrant
- Change of control completed at the merger’s Effective Time
- TMHC survived the merger as a wholly owned subsidiary of Parent
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- NYSE trading suspension scheduled after July 24, 2026, following Merger closing
- TMHC Common Stock delisting effective August 3, 2026, after Form 25 filing
Item 3.03: Material Modification to Rights of Security Holders
- TMHC common shareholders’ pre-merger shares ceased carrying ownership rights at the merger effective time
- Uncancelled shares entitled holders to receive the merger consideration specified in the merger agreement
Item 2.01: Completion of Acquisition or Disposition of Assets
- TMHC shares converted into $72.50 cash per share, subject to withholding taxes and dissenting-shareholder rights
- Transaction removes TMHC Common Stock from public ownership through merger consideration paid to eligible holders
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- TMHC’s certificate of incorporation and bylaws fully amended and restated upon Merger closing
- Changes formalize TMHC’s post-merger corporate governance framework
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Merger-related board transition: Interim Directors Marc D. Hamburg, Charles C. Chang and Michael O’Sullivan stepped down
- Sheryl Palmer, Todd Merrill, Curt VanHyfte and Erik Heuser appointed to the Board immediately after closing
Item 8.01: Other Events
- Berkshire Hathaway and Taylor Morrison completed the merger on July 24, 2026
- Completed transaction marks a major ownership and strategic change for Taylor Morrison shareholders
Item EX-99.1: Item EX-99.1
- Berkshire Hathaway completed Taylor Morrison acquisition at $72.50 per share in cash
- Transaction values Taylor Morrison at approximately $6.8B equity value and $8.5B enterprise value
Item 5.07: Submission of Matters to a Vote of Security Holders
- Merger Agreement approved: 75,830,360 votes for versus 2,333,091 against
- Berkshire Hathaway transaction advances toward completion, with TMHC becoming a wholly owned subsidiary
Item 8.01: Other Events
- Berkshire Hathaway merger’s HSR waiting period expired at 11:59 p.m. ET on July 6, 2026, clearing one antitrust condition
- Closing still requires other regulatory approvals, majority shareholder adoption, and customary conditions
AI summaries of TMHC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TMHC
Don't miss the next TMHC filing
- Alerts as it files. A push when TMHC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TMHC, by share count.
- Ask anything. An AI agent that reads every TMHC filing and answers with sources.
TMHC alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Yip Christopher J. | D | Jul 24, 2026 | 10,930 | $72.50 |
| Warren Denise | D | Jul 24, 2026 | 28,755 | $72.50 |
| Owen Andrea | D | Jul 24, 2026 | 41,884 | $72.50 |
| Whalen Amanda | D | Jul 24, 2026 | 3,287 | $72.50 |
| Warren Denise | D | Jul 24, 2026 | 3,096 | $72.50 |
| Warren Denise | D | Jul 24, 2026 | 3,287 | $72.50 |
| Ostis Heather C | D | Jul 24, 2026 | 3,287 | $72.50 |
| Ostis Heather C | D | Jul 24, 2026 | 3,096 | $72.50 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $8.2B | $8.1B |
| Gross Profit | $1.8B | $2.0B | $1.9B |
| Net Income | - | $883.3M | $782.5M |
| Gross Margin | - | 24.3% | 23.0% |
| Net Margin | - | 10.8% | 9.6% |
| Balance Sheet | |||
| Total Assets | $8.7B | $9.3B | $9.8B |
| Equity | - | $5.9B | $6.3B |
| ROE | - | 15.1% | 12.4% |
| Per Share | |||
| EPS | $6.98 | $8.27 | $7.77 |
| Cash Flow | |||
| Operating CF | - | $210.1M | $817.3M |
| CapEx | $33.4M | $36.3M | $40.4M |
Source: XBRL data in Taylor Morrison Home Corp (TMHC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TMHC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $3.35B |
| Q1 2026 | 35 | $2.99B |
| Q4 2025 | 32 | $3.09B |
| Q3 2025 | 33 | $3.43B |
| Q2 2025 | 33 | $3.17B |
| Q1 2025 | 28 | $2.14B |
| Q4 2024 | 23 | $2.01B |
| Q3 2024 | 20 | $1.58B |
- BlackRock+521.2K (+4%)
- Bank of America Corp+505.2K (+78%)
- Millennium Management+273.7K (+18%)
- Invesco Ltd+183.5K (+50%)
- Dimensional Fund Advisors+96.5K (+2%)
- AQR Capital Management−2.89M (-92%)
- Citadel Advisors LLC−1.17M (-66%)
- Goldman Sachs Group−607.1K (-37%)
- FMR LLC (Fidelity)−528.7K (-31%)
- Morgan Stanley−501.0K (-34%)
- Soros Fund Management+723.5K
- Renaissance Technologies LLC+34.8K
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
TMHC 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 |
|---|---|---|---|---|
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis |
Related Consumer Discretionary companies
- CCS · Century Communities, Inc.Operative Builders
- DHI · D. R. HortonOperative Builders
- ECG · Everus Construction Group IncOperative Builders
- GRBK · Green Brick Partners, Inc.Operative Builders
- KBH · KB HOMEOperative Builders
- LGIH · LGI Homes, Inc.Operative Builders
- MHO · M/I HOMES, INC.Operative Builders
- MTH · Meritage Homes CORPOperative Builders
TMHC SEC filings: frequently asked questions
Which institutions hold TMHC stock?
As of June 30, 2026, the largest Taylor Morrison Home Corp (TMHC) holders among the 13F filers tracked by SignalX were BlackRock ($1.0 billion), Dimensional Fund Advisors ($467.0 million), State Street Corp ($318.5 million), Vanguard Portfolio Management LLC ($314.9 million), Vanguard Capital Management LLC ($290.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TMHC's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Taylor Morrison Home Corp (TMHC) reported revenue of $8.1 billion (down 0.6% from FY2024) and net income of $782.5 million. Diluted EPS was $7.77. The figures come from the XBRL data in the 10-K.
What are the main risks in TMHC's latest 10-K?
In the 10-K filed February 18, 2026, Taylor Morrison Home Corp (TMHC) flagged: Key-person dependency in cybersecurity team, CIO with 25+ years IT experience and 20+ years at company leading risk and compliance. Ongoing cybersecurity risk oversight tied to evolving cyber threats with quarterly risk reviews and mitigation budgets. (AI summary of the Risk Factors section.)
What did TMHC report in its latest 8-K?
Taylor Morrison Home Corp (TMHC) filed an 8-K on July 24, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement), Item 5.01 (Changes in Control of Registrant), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 3.03 (Material Modification to Rights of Security Holders), Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 5.03 (Amendments to Articles of Incorporation or Bylaws), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 8.01 (Other Events). Debt amendments tied to merger closing on July 24, 2026, covering 5.75% 2028, 5.125% 2030, and 5.750% 2032 senior notes.
What are the latest TMHC SEC filings?
Taylor Morrison Home Corp (TMHC) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on April 22, 2026, an 8-K current report on July 24, 2026 and a Form 4 insider filing on July 27, 2026.
What is TMHC's SEC CIK number?
Taylor Morrison Home Corp (TMHC)'s SEC Central Index Key (CIK) is 1562476. EDGAR lists every TMHC filing under that number.
Ask anything about TMHC
The research agent reads TMHC's filings, financials, insider trades and 13F holders, then answers with sources.