Taylor Morrison Home Corp Chief Accounting Officer Joseph Terracciano reported routine equity award activity. On February 18, 2026, 191 restricted stock units converted into 191 shares of common stock at a stated price of $0.00 per share, reflecting vesting of previously granted RSUs.
To cover tax withholding obligations on this vesting, 62 common shares were withheld at $67.43 per share, leaving Terracciano with 129 common shares directly owned after the tax-withholding disposition and 384 RSUs remaining outstanding. These transactions reflect compensation-related equity settlement rather than open-market buying or selling.
Taylor Morrison Home Corp CFO Curtis Vanhyfte reported equity award activity involving restricted stock units (RSUs) and common stock. On February 18, 2026, 3,173 RSUs were settled, issuing 3,173 shares of common stock for vested RSUs under the company’s 2013 Omnibus Equity Award Plan.
On the same date, 916 shares of common stock at $67.43 per share were withheld by the company to cover tax withholding obligations upon RSU vesting. The footnotes indicate these RSUs came from a 9,521 RSU grant made on February 18, 2025, generally vesting in three equal installments in 2026, 2027, and 2028.
Taylor Morrison Home Corp Chairman, President and CEO Sheryl Palmer reported equity award activity on February 18, 2026. She exercised and settled 14,810 Restricted Stock Units, receiving an equal number of shares of common stock at no cash exercise price.
To satisfy tax withholding obligations tied to this RSU vesting, 3,988 shares of common stock were withheld by the company at $67.43 per share. After these transactions, she directly owned 381,297 common shares and 29,620 RSUs, plus 19,211 common shares held indirectly through the Sheryl D. Palmer Trust.
Taylor Morrison Home Corp executive Merrill Stevin Todd reported routine equity award activity. On February 18, he exercised 551 restricted stock units into 551 shares of common stock at $0.00 per share, increasing his directly held RSUs to 1,104.
Of the newly issued common shares, 178 were disposed of at $67.43 per share to cover tax withholding obligations upon the RSU vesting, leaving him with 373 directly owned common shares. The 551 vested RSUs are part of a 1,655-unit grant awarded on February 18, 2025 under the Taylor Morrison 2013 Omnibus Equity Award Plan, generally vesting in three annual installments.
Taylor Morrison Home Corp director Denise Warren sold 3,075 shares of common stock in open-market transactions. The sales occurred on February 13, 2026, with 2,975 shares sold at $69.20 per share and 100 shares sold at $69.315 per share. Following these transactions, she reported owning 0 shares directly.
Taylor Morrison Home Corporation reports 2025 home closings revenue of $7.8 billion with a home closings gross margin of 22.5% on 12,997 home closings. The company highlights approximately $1.8 billion of liquidity and net sales orders of 11,074, underscoring ongoing demand across its U.S. homebuilding markets.
The builder continues to diversify with its Yardly build-to-rent platform and integrated financial services, including mortgage, title, and insurance operations. Taylor Morrison emphasizes an asset-light land strategy, disciplined capital allocation, and share repurchases, buying back 6.5 million shares for $381.0 million in 2025.
Management outlines short- and long-term priorities around strategic land acquisition, product standardization, digital marketing, and customer experience, while detailing extensive risk factors tied to housing cycles, interest rates, supply-chain and labor constraints, regulation, cybersecurity, and environmental and climate-related exposures.
Taylor Morrison Home Corp. insider plans stock sale under Rule 144. A holder has filed to sell 3,075 shares of TMHC common stock through Fidelity Brokerage Services LLC on or around 02/13/2026 on the NYSE, with an aggregate market value of 212,801.50.
The shares were acquired on 05/22/2025 via restricted stock vesting from the issuer as compensation. The filing also states that the seller is not aware of any material adverse, nonpublic information about the company’s current or prospective operations.
Taylor Morrison Home Corporation reported solid profitability for the fourth quarter and full year 2025 while authorizing a much larger stock repurchase program. For the fourth quarter, net income was $174 million, or $1.76 per diluted share, and adjusted net income was $188 million, or $1.91 per diluted share. For 2025, net income was $783 million ($7.77 diluted EPS) and adjusted net income was $830 million ($8.24 diluted EPS) on total revenue of $8.12 billion, essentially flat year over year while margins contracted.
The company closed nearly 13,000 homes in 2025 at an adjusted home closings gross margin of 23.0%, down from 24.5%, while SG&A improved to 9.5% of home closings revenue. Management highlighted a 13% return on equity, 14% growth in book value per share and $381 million of share repurchases in 2025.
The board increased authorization for future repurchases to $1 billion of common stock through December 31, 2027, replacing the prior program. 2026 guidance includes approximately 11,000 home closings, an average closing price between $580,000 and $590,000, a full-year effective tax rate around 25%, land investment of about $2 billion and approximately $400 million of share repurchases.
Taylor Morrison Home Corp director reports deferred stock unit grant
A company director reported receiving 403 deferred stock units on December 31, 2025. Each deferred stock unit represents a contingent right to receive one share of Taylor Morrison Home Corp common stock. These units were acquired under the company’s Non-Employee Director Deferred Compensation Plan, which allows directors to defer all or part of their cash retainer and committee fees into stock-based compensation.
After this transaction, the director beneficially owns 9,269 derivative securities linked to Taylor Morrison Home Corp common stock. The deferred stock units will be settled in shares of common stock upon the earlier of September 1, 2027, the director’s separation from service on the board, or a change in control of the company.
Taylor Morrison Home Corporation announced that its subsidiary, Taylor Morrison Communities, Inc., has amended and restated its main corporate credit facility. The new unsecured revolving credit agreement provides a borrowing capacity of $1.0 billion, with an uncommitted accordion feature for up to an additional $400 million, and matures five years from the December 22, 2025 closing date.
Borrowings can bear interest at either a base rate or SOFR, in each case plus a margin that depends on the company’s credit ratings or capitalization ratio. The facility has no scheduled amortization, permits voluntary prepayments without penalty (other than customary breakage on SOFR loans), and requires prepayments if the capitalization ratio exceeds 0.55 to 1.00. Obligations are guaranteed by specified holding and operating subsidiaries, remain unsecured, and are subject to customary covenants and events of default.