DFH
Dream Finders Homes IncNYSE
Consumer Cyclical • Residential Construction
Factor tilt: Small-Cap Blend
$12.40-0.48%
Close Nov 6, 2026
- Market cap
- $1.12B
- 1 month
- +29.2%
- 3 months
- -10.1%
- 1 year
- -35.9%
- 52-week range
- $7.42$21.05
- Dividend
- No dividends on record
- Short interest
- 41.8% of float11.2M shares · settled Oct 15, 2026 · +27.5% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Sep 30, 2026
- Revenue
- $4.16B
- Net income
- $106.35M
- Free cash flow
- -$161.75M
- Book value
- $1.65B
- Total debt
- $2B
- P/E
- 10.6×
- Price / sales
- 0.3×
- Price / book
- 0.7×
- FCF yield
- -14.4%
- Net margin
- +2.6%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About Dream Finders Homes Inc
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.
Read more
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.
- Website
- dreamfindershomes.com
- Headquarters
- Jacksonville, FL, United States
- Employees
- 1,911
- Listed
- Jan 21, 2021
- Fiscal year ends
- December
Company profile from EODHD, stored Nov 5, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Sep 2026filed Oct 29, 2026 | $996.0M | +2.7% | 14.8% | $3.1M | $6.7M |
| Jun 2026filed Jul 30, 2026 | $1.1B | -7.6% | 7.7% | -$47.9M | $27.7M |
| Mar 2026filed Apr 30, 2026 | $887.8M | -10.3% | 14.6% | $19.4M | $13.3M |
| Dec 2025filed Feb 24, 2026 | $1.2B | -22.3% | 12.8% | $75.6M | $58.7M |
| Sep 2025filed Oct 30, 2025 | $969.8M | -3.7% | 22.1% | $59.3M | $47.0M |
| Jun 2025filed Jul 31, 2025 | $1.2B | +9.0% | 16.7% | $57.9M | $56.6M |
| Mar 2025filed May 6, 2025 | $989.9M | +19.6% | 19.5% | $76.8M | $54.9M |
| Dec 2024filed Feb 25, 2025 | $1.6B | +37.1% | 18.1% | $165.8M | $129.3M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Feb 24, 2026 | $4.3B | -2.9% | 17.5% | $269.6M | $217.2M |
| Dec 2024filed Feb 25, 2025 | $4.5B | +18.8% | 18.6% | $432.8M | $335.3M |
| Dec 2023filed Feb 29, 2024 | $3.7B | +12.2% | 19.7% | $428.0M | $295.9M |
| Dec 2022filed Mar 2, 2023 | $3.3B | +73.7% | 18.6% | $349.2M | $262.3M |
| Dec 2021filed Mar 16, 2022 | $1.9B | +69.7% | 16.3% | $159.2M | $122.4M |
| Dec 2020filed Mar 30, 2021 | $1.1B | +16.1% | 15.1% | $80.1M | $79.1M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched DFH. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
11,175,097 shares short
+2,410,838 shares (+27.5%) vs Sep 30, 2026
41.8% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
8,764,259 shares short
+1,728,908 shares (+24.6%) vs Sep 15, 2026
32.8% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
7,035,351 shares short
+420,294 shares (+6.4%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
6,615,057 shares short
+190,488 shares (+3%) vs Aug 14, 2026
24.1% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
6,424,569 shares short
+2,513 shares (0%) vs Jul 31, 2026
23.4% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
6,422,056 shares short
+333,199 shares (+5.5%) vs Jul 15, 2026
23.4% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind DFH’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
No qualified cash-dividend records are stored. This does not establish that the company pays no dividend.
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: LOW
20 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 23, 2026
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bullish
Last trade: buy 1 days ago
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What it means for you
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What happened
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
204 filers reported a long position in DFH for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
61.7%
of the 31M shares 13-F filers reported
Moves vs Q1 2026
5 added4 trimmed
1 not comparable
Net shares held
-8.3%
across the 9 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $83.1M · 4.8M shares | 4.8M | +3% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $53M · 3.1M shares | 3.1M | -28% |
| 3 | Jupiter Topco LLC | $33.2M · 1.9M shares | 1.9M | — |
| 4 | COOKE & BIELER LP | $32.3M · 1.9M shares | 1.9M | -32.7% |
| 5 | STATE STREET CORP | $29.5M · 1.7M shares | 1.7M | +1.2% |
| 6 | DIMENSIONAL FUND ADVISORS LP | $26.7M · 1.5M shares | 1.5M | +6.7% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $25.3M · 1.5M shares | 1.5M | -0.3% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $20.8M · 1.2M shares | 1.2M | -3% |
| 9 | Elgethun Capital Management | $14.1M · 819.4K shares | 819.4K | +62.1% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $12.6M · 729K shares | 729K | +1.5% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of DFH file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Oct 27, 2026 | BlackRock, Inc.13G · passive · amended | 13.4% |
| Oct 23, 2026 | COOKE & BIELER LP13G · passive · amended | 4.6%under 5% |
| Aug 13, 2026 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC13G · passive · amended | 9.1% |
| Aug 13, 2026 | Lovett William Radford II13G · passive · amended | 9.7% |
| Aug 7, 2026 | STATE STREET CORP13G · passive | 5.1% |
| May 8, 2026 | Zalupski Patrick O13G · passive · amended | 65.3% |
| Mar 26, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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