Dream Finders Homes Inc. (DFH) Stock Rises on Q1 2026 Earnings

Dream Finders Homes Inc. (DFH) reported first-quarter 2026 results with revenue of $887.8 million, down 10.3% year-over-year. Gross profit declined to $172.2 million (-11.0% YoY), while operating profit fell sharply to $18.6 million (-73.8% YoY). Net income attributable to common shareholders was $13.3 million (-75.9% YoY) and diluted earnings per share came in at $0.11 (-79.6% YoY).

Key income statement highlights:

Revenue: $887.8 million (-10.3% YoY)

Gross profit: $172.2 million (-11.0% YoY)

Operating profit: $18.6 million (-73.8% YoY)

Net income attributable to common shareholders: $13.3 million (-75.9% YoY)

Diluted EPS: $0.11 (-79.6% YoY)

Balance sheet and cash flow:

Cash from operating activities: -$49.5 million (+10.8% YoY)

Purchases of property, plant and equipment: -$5.3 million (+66.4% YoY)

Cash and cash equivalents: $435.4 million (+46.4% YoY)

Total liabilities: $2.38 billion (+224.8% YoY)

Other items of note:

Cost of sales: $715.6 million (-10.1% YoY)

Market movement: DFH shares were up 3.26% since market open this morning.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Dream Finders Homes Inc. Insider Trading Activity

Dream Finders Homes Inc. insiders have traded $DFH stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $DFH stock by insiders over the last 6 months:

WILLIAM RADFORD II LOVETT has made 0 purchases and 2 sales selling 71,742 shares for an estimated $1,399,499.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

EARLY ACCESS

Receive DFH Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

Dream Finders Homes Inc. Hedge Fund Activity

We have seen 86 institutional investors add shares of Dream Finders Homes Inc. stock to their portfolio, and 116 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 885,798 shares (-16.7%) from their portfolio in Q4 2025, for an estimated $15,147,145
DRIEHAUS CAPITAL MANAGEMENT LLC removed 363,102 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $6,209,044
ELEVATION POINT WEALTH PARTNERS, LLC added 344,796 shares (+inf%) to their portfolio in Q1 2026, for an estimated $4,799,560
MILLENNIUM MANAGEMENT LLC added 254,839 shares (+200.1%) to their portfolio in Q4 2025, for an estimated $4,357,746
MARSHALL WACE, LLP removed 183,286 shares (-49.1%) from their portfolio in Q4 2025, for an estimated $3,134,190
INVESCO LTD. added 149,231 shares (+50.0%) to their portfolio in Q4 2025, for an estimated $2,551,850
SG AMERICAS SECURITIES, LLC removed 142,703 shares (-91.5%) from their portfolio in Q1 2026, for an estimated $1,986,425

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.

Dream Finders Homes Inc. Analyst Ratings

Wall Street analysts have issued reports on $DFH in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Zelman & Assoc issued a "Outperform" rating on 11/12/2025

To track analyst ratings and price targets for Dream Finders Homes Inc., check out Quiver Quantitative's $DFH forecast page.