Why did Dream Finders Homes (DFH) stock move recently?

On 8/25/2026, Dream Finders Homes moved +3.7% — DFH rose with the broader market or housing sector amid no specific company news or catalyst reported for August 25. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Dream Finders Homes (DFH) overvalued or fairly valued?

MarketChacha shows Dream Finders Homes's valuation in context — a trailing P/E of about 6.8, a forward P/E of about 12.2, a price-to-book of about 0.6 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Dream Finders Homes's revenue?

Dream Finders Homes reported revenue of $4.3B for FY2025, with net profit of $217.2M, per official filings.

What is the share price of Dream Finders Homes (DFH)?

Dream Finders Homes last traded at $9.59 (+10.9% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Dream Finders Homes

DFH · NYSE · Consumer Discretionary · United States

Snapshot

TickerDFH

ExchangeNYSE

SectorConsumer Discretionary

IndustryResidential Construction

CountryUnited States

Employees1,911

HeadquartersJacksonville, United States

Websitewww.dreamfindershomes.com

Filings tracked25

About Dream Finders Homes

Dream Finders Homes, Inc., through its subsidiary, Dream Finders Homes LLC, engages in the homebuilding business in the United States. It operates through four segments: Southeast, Mid-Atlantic, Midwest, and Financial Services. The company designs, builds, constructs, and sells single-family homes, such as entry-level, first and second time move-up, and active adult and custom homes. It markets its homes under various brands, including Dream Finders Homes, DF Luxury, Reverie Active Adult Lifestyle by Dream Finders Homes, Craft Homes and Coventry Homes. The company also 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.

Who owns it

Insiders20.2%
Institutions79.8%
Public & other0.0%

279 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.14.67%
Kayne Anderson Rudnick Investment Management LLC9.36%
Jupiter Topco LLC5.86%
Cooke & Bieler LP5.70%
State Street Corporation5.21%
Dimensional Fund Advisors LP4.72%
Vanguard Portfolio Management LLC4.46%
Vanguard Capital Management LLC3.68%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Over 3 years only 0.02× of reported profit became operating cash — the classic sign that headline earnings may be running ahead of the cash actually generated. Often explained by working capital funding growth; worth a closer look.

Cash conversion0.02×

Net margin trend7.9% → 5.0%

Margin has compressed by about 2.9 points over the period — profitability is trending down.

Return on equity15.2%

Latest ROE of 15.2% — capital is generating a healthy return.

Growth qualityrev 7% · PAT -14%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $1.3B · EPS 0.46

Est. earnings growth -20.7%

Next fiscal year

Rev $4.3B · EPS 0.79

Est. earnings growth -26.3%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$4.3B

Net margin

5.0%

ROE

15.2%

Revenue CAGR (2y)

+7.4%

Profit CAGR (2y)

-14.3%

EPS (FY2025)

2.14

Net profit (FY2025)

$217.2M

Ask MarketChacha about DFH

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 25, 2026
DFH rose with the broader market or housing sector amid no specific company news or catalyst reported for August 25.
· confidence: low
Aug 4, 2026
No clear company-specific catalyst identified in recent filings or credible coverage for the August 4 move; earnings and reiterated full-year closings guidance were released on July 30.
· confidence: low
Jul 28, 2026
No specific company catalyst or filing identified for the move; DFH rose with broader market or sector trading ahead of its July 30 earnings date.
· confidence: low
Jul 24, 2026
No clear company-specific catalyst or news on July 24; the move appears to reflect broader market or sector sentiment.
· confidence: low
Jul 23, 2026
No clear company-specific catalyst identified for the 4.19% decline; recent insider share disclosure and ongoing valuation commentary may have weighed on sentiment, but the move appears consistent with broader sector or market trends.
source 1 ↗source 2 ↗· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$4.3B	$217.2M	2.14	5.0%	15.2%
FY2024	$4.4B	$335.3M	3.34	7.5%	26.9%
FY2023	$3.7B	$295.9M	2.79	7.9%	32.0%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$1.1B	$27.7M	0.27	2.6%
2026Q1	$887.8M	$13.3M	0.11	1.5%
2025Q3	$969.8M	$47.0M	0.47	4.8%
2025Q2	$1.2B	$56.6M	0.56	4.9%
2025Q1	$989.9M	$54.9M	0.54	5.5%
2024Q3	$1.0B	$70.7M	0.70	7.0%
2024Q2	$1.1B	$80.9M	0.81	7.7%
2024Q1	$827.8M	$54.5M	0.55	6.6%
2023Q3	$895.8M	$76.1M	0.75	8.5%
2023Q2	$945.3M	$68.8M	0.65	7.3%
2023Q1	$769.4M	$49.1M	0.45	6.4%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change, Shareholder vote results, Exhibits
SEC8/21/2026material
8-K — Reg FD disclosure, Exhibits
SEC8/18/2026material
8-K — Other events
SEC8/14/2026material
8-K — Material agreement, Reg FD disclosure, Exhibits
SEC8/7/2026material
8-K — Results of operations, Exhibits
SEC7/30/2026material
10-Q filing
SEC7/30/2026
10-K/A filing
SEC7/30/2026
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC7/17/2026material
8-K — Reg FD disclosure, Exhibits
SEC7/8/2026material
8-K — Material agreement, Security holder rights, Bylaw/charter change, Shareholder vote results, Other events, Exhibits
SEC6/10/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC6/5/2026material
8-K — Reg FD disclosure, Exhibits
SEC5/21/2026material
8-K — Auditor change, Exhibits
SEC5/15/2026material
8-K — Reg FD disclosure, Exhibits
SEC5/11/2026material
10-Q filing
SEC5/1/2026
8-K — Results of operations, Exhibits
SEC4/30/2026material
10-K filing
SEC2/24/2026
8-K — Results of operations, Exhibits
SEC2/23/2026material

2025

8-K — Reg FD disclosure
SEC12/30/2025material
8-K — Other events
SEC11/12/2025material
8-K — Results of operations, Exhibits
SEC10/30/2025material
10-Q filing
SEC10/30/2025
8-K — Material agreement, Material financial obligation, Exhibits
SEC9/5/2025material
8-K — Other events, Exhibits
SEC9/2/2025material
8-K — Material agreement, Other events, Exhibits
SEC9/2/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.