TPH TRI Pointe Homes Inc

Pacer Advisors Inc. significantly reduced its stake in Tri Pointe Homes Inc. by 44.6% in the third quarter, selling over 400,000 shares but still maintaining a holding worth $17.17 million. Despite this, institutional ownership remains high at 97.01%, with other investors like AQR Capital and American Century Companies increasing their positions. Tri Pointe Homes reported a strong Q3, beating EPS estimates, and has a "Moderate Buy" consensus rating with an average price target of $39.25.

The housing market is facing a significant slump in 2025 due to high mortgage rates, labor shortages, and material tariffs, leading to pressure on homebuilders. This article identifies five homebuilding stocks – Lennar Corp., Meritage Homes Corp., D.R. Horton, NVR Inc., and Tri Pointe Homes Inc. – that investors should consider avoiding as these companies grapple with declining revenues, shrinking margins, and bearish technical indicators. The sector's outlook remains challenging unless mortgage rates decrease substantially.

Wedge Capital Management L L P NC has acquired a new stake of 41,141 shares in Tri Pointe Homes Inc. (NYSE:TPH) during the third quarter, valued at approximately $1.398 million. Institutional investors collectively own about 97.01% of the company, which recently beat Q3 EPS and revenue estimates despite a year-over-year revenue decline. Analysts currently hold a consensus "Moderate Buy" rating for TPH, with a price target of $39.25.

Voya Investment Management LLC increased its stake in Tri Pointe Homes Inc. by 24% in Q3, acquiring an additional 61,373 shares to reach a total of 316,987 shares valued at approximately $10.77 million. Tri Pointe Homes exceeded quarterly expectations with an EPS of $0.71 and revenue of $836.9M, despite a year-over-year revenue decline of 26.6%. The stock currently trades around $31.70, with analysts holding a "Moderate Buy" rating and an average target price of $39.25.

O Keefe Stevens Advisory Inc. significantly increased its stake in Tri Pointe Homes Inc. (TPH) by 58.7%, now holding 433,698 shares valued at $14.73 million, making it their 9th largest position. Despite a Q3 revenue decrease year-over-year, Tri Pointe Homes beat EPS and revenue estimates. The stock is rated a "Moderate Buy" by analysts with a $39.25 price target, and institutional investors own 97.01% of the shares.

Assenagon Asset Management S.A. significantly reduced its stake in Tri Pointe Homes Inc. by 53.3% in Q3, selling over 577,000 shares but still maintaining a holding valued at $17.166 million. Despite this, other institutional investors increased their positions, and 97.01% of the stock is owned by hedge funds and institutional investors. Tri Pointe Homes reported strong Q3 earnings, beating analyst expectations, and analysts currently hold a "Moderate Buy" rating with a consensus target price of $39.25.