Dream Finders Homes, Inc.
For the period ended Sep 30, 2026. Filed Nov 3, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 3, 2026
DFH$11.87-7.7%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
CONDENSED CONSOLIDATED STATEMENTS OF EQUITY (unaudited)
CONDENSED CONSOLIDATED STATEMENTS OF EQUITY
Three and nine months ended September 30, 2026
(In thousands, except share amounts)
| Dream Finders Homes, Inc. Stockholders’ Equity | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Class ACommon Stock · Class BCommon Stock · Accumulated Other Comprehensive Income · AdditionalPaid-in Capital · RetainedEarnings · Treasury Stock · NoncontrollingInterests · Total Equity · Redeemable PreferredStock · Redeemable Noncontrolling Interests | |||||||||||||||||||||||||||||||||||
| Shares Outstanding · Amount · Shares Outstanding · Amount · Shares · Amount | |||||||||||||||||||||||||||||||||||
| Balance as of June 30, 2026 | 33,195,068 | $374 | 57,726,153 | $577 | $1,407 | $304,205 | $1,208,177 | $(82,837) | $1,924 | $1,433,827 | 150,000 | $148,500 | $29,539 | ||||||||||||||||||||||
| Stock-based compensation | — | — | — | — | — | 5,885 | — | — | — | 5,885 | — | — | — | ||||||||||||||||||||||
| Repurchases of common stock | (386,103) | — | — | — | — | — | — | (5,961) | — | (5,961) | — | — | — | ||||||||||||||||||||||
| Distributions | — | — | — | — | — | — | — | — | (696) | (696) | — | — | — | ||||||||||||||||||||||
| Redemption of redeemable preferred stock | — | — | — | — | — | — | (3,000) | — | — | (3,000) | (150,000) | (148,500) | — | ||||||||||||||||||||||
| Issuance of redeemable preferred stock | — | — | — | — | — | — | — | — | — | — | 225,000 | 218,875 | — | ||||||||||||||||||||||
| Preferred stock dividends declared | — | — | — | — | — | — | (3,975) | — | — | (3,975) | — | — | — | ||||||||||||||||||||||
| Other comprehensive income, net of tax | — | — | — | — | 497 | — | — | — | — | 497 | — | — | — | ||||||||||||||||||||||
| Net income | — | — | — | — | — | — | 6,653 | — | 495 | 7,148 | — | — | — | ||||||||||||||||||||||
| Balance as of September 30, 2026 | 32,808,965 | $374 | 57,726,153 | $577 | $1,904 | $310,090 | $1,207,855 | $(88,798) | $1,723 | $1,433,725 | 225,000 | $218,875 | $29,539 | ||||||||||||||||||||||
| Balance as of December 31, 2025 | 34,543,383 | $367 | 57,726,153 | $577 | $613 | $298,594 | $1,173,950 | $(49,526) | $1,497 | $1,426,072 | 150,000 | $148,500 | $29,539 | ||||||||||||||||||||||
| Stock-based compensation | — | — | — | — | — | 16,694 | — | — | — | 16,694 | — | — | — | ||||||||||||||||||||||
| Vesting of stock-based compensation | 1,046,132 | 10 | — | — | — | (10) | — | — | — | — | — | — | — | ||||||||||||||||||||||
| Withholding of common stock for taxes | (318,266) | (3) | — | — | — | (5,188) | — | — | — | (5,191) | — | — | — | ||||||||||||||||||||||
| Repurchases of common stock | (2,462,284) | — | — | — | — | — | — | (39,272) | — | (39,272) | — | — | — | ||||||||||||||||||||||
| Distributions | — | — | — | — | — | — | — | — | (696) | (696) | — | — | — | ||||||||||||||||||||||
| Redemption of redeemable preferred stock | — | — | — | — | — | — | (3,000) | — | — | (3,000) | (150,000) | (148,500) | — | ||||||||||||||||||||||
| Issuance of redeemable preferred stock | — | — | — | — | — | — | — | — | — | — | 225,000 | 218,875 | — | ||||||||||||||||||||||
| Preferred stock dividends declared | — | — | — | — | — | — | (10,725) | — | — | (10,725) | — | — | — | ||||||||||||||||||||||
| Other comprehensive income, net of tax | — | — | — | — | 1,291 | — | — | — | — | 1,291 | — | — | — | ||||||||||||||||||||||
| Net income | — | — | — | — | — | — | 47,630 | — | 922 | 48,552 | — | — | — | ||||||||||||||||||||||
| Balance as of September 30, 2026 | 32,808,965 | $374 | 57,726,153 | $577 | $1,904 | $310,090 | $1,207,855 | $(88,798) | $1,723 | $1,433,725 | 225,000 | $218,875 | $29,539 | ||||||||||||||||||||||
CONDENSED CONSOLIDATED STATEMENTS OF EQUITY (Continued)
Three and nine months ended September 30, 2025
(In thousands, except share amounts)
| Dream Finders Homes, Inc. Stockholders’ Equity | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Class ACommon Stock · Class BCommon Stock · Accumulated Other Comprehensive Income · AdditionalPaid-in Capital · RetainedEarnings · Treasury Stock · NoncontrollingInterests · Total Equity · Redeemable Preferred Stock · Redeemable Noncontrolling Interests | ||||||||||||||||||||||||||
| Shares Outstanding · Amount · Shares Outstanding · Amount · Shares · Amount | ||||||||||||||||||||||||||
| Balance as of June 30, 2025 | 35,386,280 | $367 | 57,726,153 | $577 | $583 | $288,429 | $1,074,986 | $(30,847) | $1,591 | $1,335,686 | 150,000 | $148,500 | $29,539 | |||||||||||||
| Stock-based compensation | — | — | — | — | — | 5,266 | — | — | — | 5,266 | — | — | — | |||||||||||||
| Repurchases of common stock | (357,715) | — | — | — | — | — | — | (9,673) | — | (9,673) | — | — | — | |||||||||||||
| Distributions | — | — | — | — | — | — | — | — | (300) | (300) | — | — | — | |||||||||||||
| Preferred stock dividends declared | — | — | — | — | — | — | (3,375) | — | — | (3,375) | — | — | — | |||||||||||||
| Other comprehensive income, net of tax | — | — | — | — | 24 | — | — | — | — | 24 | — | — | — | |||||||||||||
| Net income | — | — | — | — | — | — | 46,997 | — | 59 | 47,056 | — | — | — | |||||||||||||
| Balance as of September 30, 2025 | 35,028,565 | $367 | 57,726,153 | $577 | $607 | $293,695 | $1,118,608 | $(40,520) | $1,350 | $1,374,684 | 150,000 | $148,500 | $29,539 | |||||||||||||
| Balance as of December 31, 2024 | 35,710,848 | $360 | 57,726,153 | $577 | $— | $281,559 | $970,253 | $(7,827) | $5,487 | $1,250,409 | 150,000 | $148,500 | $21,451 | |||||||||||||
| Stock-based compensation | — | — | — | — | — | 20,026 | — | — | — | 20,026 | — | — | — | |||||||||||||
| Vesting of stock-based compensation | 982,856 | 10 | — | — | — | (10) | — | — | — | — | — | — | — | |||||||||||||
| Withholding of common stock for taxes | (317,456) | (3) | — | — | — | (7,880) | — | — | — | (7,883) | — | — | — | |||||||||||||
| Repurchases of common stock | (1,347,683) | — | — | — | — | — | — | (32,693) | — | (32,693) | — | — | — | |||||||||||||
| Distributions | — | — | — | — | — | — | — | — | (4,262) | (4,262) | — | — | — | |||||||||||||
| Preferred stock dividends declared | — | — | — | — | — | — | (10,125) | — | — | (10,125) | — | — | — | |||||||||||||
| Noncontrolling interest issued in business combination | — | — | — | — | — | — | — | — | — | — | — | — | 8,088 | |||||||||||||
| Other comprehensive income, net of tax | — | — | — | — | 607 | — | — | — | — | 607 | — | — | — | |||||||||||||
| Net income | — | — | — | — | — | — | 158,480 | — | 125 | 158,605 | — | — | — | |||||||||||||
| Balance as of September 30, 2025 | 35,028,565 | $367 | 57,726,153 | $577 | $607 | $293,695 | $1,118,608 | $(40,520) | $1,350 | $1,374,684 | 150,000 | $148,500 | $29,539 | |||||||||||||
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.