Dream Finders Homes, Inc.

Dream Finders Homes, Inc.

DFHยทNYSE

$15.05

-3.8%
Consumer CyclicalResidential Construction

Dream Finders Homes, Inc. operates as a holding company for Dream Finders Holdings LLC that engages in homebuilding business in the United States. It designs, constructs, and sells single-family entry-level, and first-time and second time move-up homes in Charlotte, Raleigh, Jacksonville, Orlando, Denver, the Washington D.C. metropolitan area, Austin, Dallas, and Houston. The company also operates as a licensed home mortgage broker that underwrites, originates, and sells mortgages to Prime Lending; and provides insurance agency services, including closing, escrow, and title insurance, as well as mortgage banking solutions. It sells its homes through its sales representatives and independent real estate brokers. The company was founded in 2008 and is headquartered in Jacksonville, Florida.

At a Glance

Live Snapshot
Market Cap$1.40B
EPS2.3300
P/E Ratio7.33
Earnings Date07/30/2026
dfh

Dream Finders Homes, Inc. Street Expectations Map

DFH ยท NYSE

Wall Street analysts project that DFH stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 38.00, with estimates ranging from a low of 38.00 to a high of 38.00.

Lowest Target
38.00
152.49%
Consensus Target
38.00
152.49%
Highest Target
38.00
152.49%

The consensus 1-year price target stands at 38.00, with estimates ranging from a low of 38.00 to a high of 38.00.

Analyst Consensus Analysis

Upside Potential

+152.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Dream Finders Homes, Inc. Forward Estimates of Revenue

DFH ยท NYSE
Latest Revenue
4.32B
FY 2025
Avg Estimate
4.17B
FY 2026
Estimate Range
4.04B - 4.27B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Dream Finders Homes, Inc. Forward Estimates of Net Income

DFH ยท NYSE
Latest Net Income
217.20M
FY 2025
Avg Estimate
208.96M
FY 2026
Estimate Range
199.74M - 214.71M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Dream Finders Homes, Inc. Forward Estimates of EPS

DFH ยท NYSE
Latest EPS
2.33
FY 2025
Avg Estimate
$2.07
FY 2026
Estimate Range
$1.99 - $2.14
Analyst Spread

Forward Growth Analysis

Projected Growth-11.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Dream Finders Homes, Inc. Forward Estimates of EBIT

DFH ยท NYSE
Latest EBIT
284.10M
FY 2025
Avg Estimate
392.95M
FY 2026
Estimate Range
381.00M - 402.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Dream Finders Homes, Inc. Forward Estimates of EBITDA

DFH ยท NYSE
Latest EBITDA
313.26M
FY 2025
Avg Estimate
418.06M
FY 2026
Estimate Range
405.35M - 428.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+33.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Dream Finders Homes, Inc. Forward Estimates of SG&A Expense

DFH ยท NYSE
Latest SG&A Expense
485.21M
FY 2025
Avg Estimate
343.90M
FY 2026
Estimate Range
333.44M - 352.48M
Analyst Spread

Forward Growth Analysis

Projected Growth-29.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Dream Finders Homes, Inc. Insider Positioning

DFH ยท NYSE

During the last 12 months, insiders have sold $7.18M worth of DFH shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

150.0K

1.91M

Net Activity

-1.9M

-$1.91M

3-6 Months

Bought

0

0.00

Sold

71.7K

1.40M

Net Activity

-1.4M

-$1.40M

6-9 Months

Bought

0

0.00

Sold

164.4K

3.87M

Net Activity

-3.9M

-$3.87M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
LWRI

Lovett William Radford Ii

10 Percent Owner

386.1K sharesโ€ข11 transactions

$7.18M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.18M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.91M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.