Beazer Homes USA Inc. (BZH) reported Q2 2026 results with revenue of $409.8 million, down 27.5% year‑over‑year and below the consensus revenue estimate of $453.3 million. Shares moved about -3.24% since market close.
Diluted earnings per share came in at −$0.03, a smaller loss than the EPS estimate of −$0.29, so the company beat the consensus on EPS despite the revenue shortfall.
Overall, Beazer Homes (BZH) showed meaningful margin pressure and a steep decline in operating cash flow, while ending the quarter with a stronger cash balance and an EPS result that exceeded expectations.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Beazer Homes USA Inc. Hedge Fund Activity
We have seen 85 institutional investors add shares of Beazer Homes USA Inc. stock to their portfolio, and 94 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ROYCE & ASSOCIATES LP removed 353,831 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $7,172,154
- UBS GROUP AG added 352,092 shares (+189.7%) to their portfolio in Q4 2025, for an estimated $7,136,904
- VICTORY CAPITAL MANAGEMENT INC removed 302,810 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $6,137,958
- MILLENNIUM MANAGEMENT LLC removed 278,402 shares (-74.0%) from their portfolio in Q4 2025, for an estimated $5,643,208
- NOKOMIS CAPITAL, L.L.C. added 156,872 shares (+33.4%) to their portfolio in Q4 2025, for an estimated $3,179,795
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 122,606 shares (+22.1%) to their portfolio in Q4 2025, for an estimated $2,485,223
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 118,236 shares (-70.8%) from their portfolio in Q4 2025, for an estimated $2,396,643
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
