Beazer Homes Usa Inc SEC Filings

Beazer Homes USA (BZH) senior vice president and chief financial officer reported multiple equity transactions in company stock. On 11/14/2025, the officer acquired 25,329 shares of common stock at $0, reflecting shares earned upon vesting of a fiscal 2023–2025 performance share award. That same day, the officer had shares withheld to cover taxes: 7,483 shares, 3,948 shares, and 1,791 shares, each at $21.85 per share. On 11/17/2025, the officer received restricted stock awards of 17,798 shares and 19,346 shares at $0, each granted under the company’s Amended and Restated 2014 Long-Term Incentive Plan and vesting ratably over three years and two years, respectively. Following these transactions, the officer directly owned 186,345 shares and indirectly held 1,185 shares in a joint account.

Beazer Homes USA (BZH) senior vice president, general counsel and corporate secretary reported multiple equity transactions in company stock. On 11/14/2025, 1,335 shares of common stock were acquired at $0 upon vesting of a fiscal 2023–2025 performance share award, while 395, 166 and 241 shares were withheld at $21.85 per share to cover tax obligations on vested performance shares and restricted stock. On 11/17/2025, the officer received restricted stock awards of 5,316 shares that vest ratably over three years and 5,815 shares that vest ratably over two years under the company’s long-term incentive plan. Following these transactions, the officer directly owned 22,958 shares of Beazer Homes common stock.

Beazer Homes USA, Inc. (BZH) filed its Annual Report for the year ended September 30, 2025, outlining operations across 13 states and a strategy focused on balanced growth, lower leverage, and capital returns.

Ending backlog was 945 homes with a $516.5 million dollar value and an average selling price of $546.5 thousand as of September 30, 2025. Land activity remained robust: the company controlled 25,660 lots (10,287 owned and 15,373 under contract) and recorded non‑refundable deposits, letters of credit and surety bonds of $333.4 million tied to options, with a remaining option purchase price of $1.61 billion as of September 30, 2025. In fiscal 2025, Beazer spent $491.9 million on land acquisition and $192.0 million on land development.

The company highlighted energy-efficient construction, noting substantially all new homes meet DOE Zero Energy Ready standards and that each qualifying single‑family home currently earns a $5,000 energy‑efficiency tax credit. Shares outstanding were 29,759,950 as of November 10, 2025; aggregate market value of non‑affiliate common stock was $574,670,720 as of March 31, 2025.

Beazer Homes USA, Inc. adopted a new Rights Agreement to protect its tax assets, including net operating loss carryforwards and energy-efficiency tax credits. The company reports approximately $84.1 million in Energy-Efficiency Tax Credits earned under Code 45L, with the final date to earn these credits currently June 30, 2026.

The plan deters any holder from becoming a Section 382 “Acquiring Person” at or above 4.95% ownership without Board approval or a Qualified Offer. One Right will be issued per common share as of November 14, 2025, initially permitting the purchase of 1/1000 of a Series A Junior Participating Preferred Share at a $50.00 purchase price if triggered. Features include a “flip-in” on trigger, Board redemption at $0.001 per Right, and a possible exchange of one common share per Right before 50% ownership is reached.

The agreement will be submitted for stockholder ratification at the 2026 Annual Meeting and will automatically expire if not ratified. If ratified, it expires upon specified events, and in any case no later than November 14, 2028.

Beazer Homes USA, Inc. (BZH) reported that it issued a press release announcing results of operations for the fiscal year ended September 30, 2025. The release is furnished as Exhibit 99.1 to a Form 8-K dated November 13, 2025. The company states the information in Item 2.02, including Exhibit 99.1, is furnished rather than filed under the federal securities laws.

Beazer Homes USA, Inc. (BZH): Donald Smith & Co., Inc. filed a Schedule 13G reporting beneficial ownership of 3,029,072 shares of Beazer Homes common stock, representing 10.43% of the class as of the stated measurement.

The filer reports sole voting power over 2,899,088 shares and sole dispositive power over 2,983,788 shares, with no shared voting or dispositive power. Related reporting persons include DSCO Value Fund, L.P. (29,334 shares), Jon Hartsel (9,700 shares), and John Piermont (8,100 shares). The date of event triggering the filing is 09/30/2025.

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Donald Smith & Co., Inc. reports beneficial ownership of 3,106,887 shares of Beazer Homes USA common stock, equal to 10.25% of the outstanding class. The filing shows Donald Smith & Co., Inc. has sole voting power for 2,977,978 shares and sole dispositive power for 3,062,678 shares, while DSCO Value Fund, L.P., Jon Hartsel and John Piermont hold smaller positions included in the aggregate. The statement asserts these holdings were acquired in the ordinary course of business and are not intended to change or influence control, and that no single client holds more than 5% of the class.