Bluerock Homes Trust (BHM) Announces Share Repurchase Plan

Rhea-AI Summary

Bluerock Homes Trust (NYSE American: BHM) announced a share repurchase plan authorizing up to $10.0 million of Class A common stock repurchases. The plan begins March 1, 2026, runs one year to February 28, 2027, and may be suspended at any time.

Repurchases are expected to be made in open market transactions under Rule 10b-18 and subject to price, timing and volume limitations and other conditions.

Positive

• $10.0 million repurchase authorization
• Repurchase plan effective March 1, 2026 through Feb 28, 2027
• Open-market repurchases structured under Rule 10b-18

Negative

• Repurchases may be discontinued at any time
• Timing and extent depend on market conditions and other factors
• Repurchases subject to price and volume limitations

News Market Reaction

+20.76% 3.3x vol

4 alerts

+20.76% News Effect

+25.5% Peak Tracked

+$8M Valuation Impact

$49M Market Cap

3.3x Rel. Volume

On the day this news was published, BHM gained 20.76%, reflecting a significant positive market reaction. Argus tracked a peak move of +25.5% during that session. Our momentum scanner triggered 4 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $8M to the company's valuation, bringing the market cap to $49M at that time. Trading volume was very high at 3.3x the daily average, suggesting strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Repurchase authorization: $10.0 million Plan start date: March 1, 2026 Plan end date: February 28, 2027 +1 more

4 metrics

Repurchase authorization $10.0 million Maximum Class A common stock buyback under new plan

Plan start date March 1, 2026 Commencement of repurchase program

Plan end date February 28, 2027 Scheduled expiration of one-year plan

Plan duration One year Buyback authorization term

Market Reality Check

Price: $11.36 Vol: Volume 574 is just 0.08x ...

low vol

$11.36 Last Close

Volume Volume 574 is just 0.08x the 20-day average of 6,858, indicating very light trading before this announcement. low

Technical Shares at $8.96 were trading below the 200-day MA of $11.06 and 39.51% under the 52-week high.

Peers on Argus

Residential REIT peers showed mixed moves, with names like CLPR, BRT, and ELME d...

Residential REIT peers showed mixed moves, with names like CLPR, BRT, and ELME down while NXRT and UMH were modestly up. This pattern, combined with no sector momentum flags, points to stock-specific factors rather than a unified sector move.

Previous Buybacks Reports

2 past events · Latest: Mar 06 (Positive)

Same Type Pattern 2 events

Date	Event	Sentiment	Move	Catalyst
Mar 06	Share repurchase plan	Positive	+3.9%	Board authorized up to $5.0M Class A share repurchases.
Feb 22	Share repurchase plan	Positive	+2.2%	Announced Class A common stock repurchase authorization.

Pattern Detected

Prior buyback announcements were followed by positive 24h moves of 3.93% and 2.19%, suggesting the market has historically viewed these authorizations constructively.

Recent Company History

Over the past two years, Bluerock Homes Trust has repeatedly used share repurchase authorizations as a capital allocation tool. In February 2024 and March 2025, the company announced buyback plans, including a program for up to $5.0 million of Class A common stock. Those announcements led to 24-hour gains of 2.19% and 3.93%, respectively. Today’s larger authorization of $10.0 million continues that pattern of using buybacks alongside other corporate actions reported in recent filings.

Historical Comparison

+3.1% avg move · Past buyback announcements for BHM led to average 24h moves of 3.06%. Earlier plans authorized up to...

buybacks

+3.1%

Average Historical Move buybacks

Past buyback announcements for BHM led to average 24h moves of 3.06%. Earlier plans authorized up to $5.0M, while the new program doubles that to $10.0M.

Share repurchase authorizations progressed from a $5.0M program in 2025 to a new $10.0M Class A buyback over a one-year term.

Market Pulse Summary

The stock surged +20.8% in the session following this news. A strong positive reaction aligns with h...

Analysis

The stock surged +20.8% in the session following this news. A strong positive reaction aligns with how BHM has historically traded around buyback announcements, which previously saw 24-hour gains near 2–4%. The new authorization for up to $10.0 million adds to that pattern, especially with shares trading below the 200-day MA and 39.51% under the 52-week high. Investors would still need to monitor actual execution levels and broader REIT sector conditions.

Key Terms

rule 10b-18, rule 10b-5, class a common stock, open market transactions

4 terms

rule 10b-18 regulatory

"conducted in accordance with the requirements of Rule 10b-18 of the Securities Exchange Act"

Rule 10b-18 is a regulation that sets strict rules for how a company's executives and employees can buy back their own company's stock from the market. It helps ensure that these buybacks happen in a fair and transparent way, reducing the chance of market manipulation. This is important for investors because it offers protection against unfair practices and promotes confidence in the integrity of the stock market.

rule 10b-5 regulatory

"and subject to Rule 10b-5 of the Exchange Act"

A U.S. securities rule that makes it illegal to lie, omit important facts, or use deceptive practices when buying or selling stocks and other securities. Think of it as a sports referee rule that keeps the playing field fair: investors rely on truthful information to decide whether to buy or sell, and violations can lead to lawsuits, fines, or forced returns of profits, which can affect a company’s stock price and investor confidence.

class a common stock financial

"repurchase of up to $10.0 million of its outstanding shares of Class A common stock"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

open market transactions financial

"any repurchases of its Class A Common Stock will be through open market transactions"

Open market transactions are the buying and selling of a company’s shares or other securities conducted on public exchanges or through the wider market rather than through private deals or negotiated placements. They matter to investors because these trades change supply and demand in real time—like shoppers affecting a store’s inventory—and so can move prices, signal management or investor sentiment, affect liquidity, and alter ownership stakes that influence future returns and risk.

AI-generated analysis. Not financial advice.

NEW YORK, Feb. 17, 2026 /PRNewswire/ -- Bluerock Homes Trust, Inc. (NYSE American: BHM) (the "Company") today announced that its Board of Directors has authorized a new plan for the repurchase of up to $10.0 million of its outstanding shares of Class A common stock (the "Class A Common Stock"). The repurchase plan will commence on March 1, 2026, and will be conducted in accordance with the requirements of Rule 10b-18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") and subject to Rule 10b-5 of the Exchange Act.

The repurchase plan has a term of one year ending on February 28, 2027, and may be discontinued at any time. The extent to which the Company repurchases shares of its Class A Common Stock under the repurchase plan, and the timing of any such repurchases, will depend on a variety of factors including general business and market conditions and other corporate considerations. The Company expects that any repurchases of its Class A Common Stock will be through open market transactions, subject to market conditions, certain price limitations and other conditions established thereunder. Open market repurchases will be structured to occur within the method, timing, price and volume requirements of Rule 10b-18 of the Exchange Act.

About Bluerock Homes Trust, Inc.
Bluerock Homes Trust, Inc. (NYSE American: BHM), headquartered in New York, New York, is an externally managed REIT that owns and operates a portfolio of institutional residential properties located in attractive markets with a focus on the knowledge-economy and high quality of life regions of the Sunbelt and high growth areas of the Western United States. BHM's principal objective is to generate attractive risk-adjusted investment returns by acquiring residential units, developing residential communities, and through Value-Add renovations. BHM properties are located across a diverse group of growth markets with healthy long-term demand fundamentals for residential rentals and will seek to target the high disposable income renter by choice. For more information, please visit bluerockhomes.com.

Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements are based upon the Company's present expectations, but these statements are not guaranteed to occur. Furthermore, the Company disclaims any obligation to publicly update or revise any forward-looking statement to reflect changes in underlying assumptions or factors, of new information, data or methods, future events or other changes. Investors should not place undue reliance upon forward-looking statements. For further discussion of the factors that could affect outcomes, please refer to the risk factors set forth in Item 1A of the Company's Annual Report on Form 10-K filed by the Company with the U.S. Securities and Exchange Commission ("SEC") on March 20, 2025, and subsequent filings by the Company with the SEC. We claim the safe harbor protection for forward looking statements contained in the Private Securities Litigation Reform Act of 1995.

View original content to download multimedia:https://www.prnewswire.com/news-releases/bluerock-homes-trust-bhm-announces-share-repurchase-plan-302689904.html

SOURCE Bluerock Homes Trust, Inc.

FAQ

How large is Bluerock Homes Trust's share repurchase plan (BHM) announced Feb 17, 2026?

The company authorized a $10.0 million repurchase plan for Class A shares. According to the company, the authorization sets an upper limit but actual repurchases will depend on market conditions and other corporate considerations.

When will BHM's repurchase program start and how long does it last?

The repurchase plan starts on March 1, 2026 and runs for one year to February 28, 2027. According to the company, the plan may be discontinued at any time before the end date.

How will Bluerock Homes Trust (BHM) execute its share buybacks under the plan?

Repurchases are expected to occur in the open market and follow Rule 10b-18 execution requirements. According to the company, transactions will observe specified timing, price and volume limitations and other conditions.

Will the BHM repurchase plan guarantee a fixed number of shares will be bought back?

No, the authorization is a dollar cap, not a fixed share count, so share totals are variable. According to the company, actual purchases depend on stock price, market conditions, and corporate considerations.

What factors could prevent Bluerock Homes Trust (BHM) from repurchasing shares under the plan?

Repurchases may be limited by market conditions, price limitations, and other corporate factors. According to the company, the board may also discontinue the program at any time, affecting execution and timing.