Dream Finders Homes (DFH) reported second-quarter 2026 total revenues of $1.06 billion, down from $1.15 billion a year earlier. Net income attributable to the company was $27.7 million, compared with $56.6 million in the second quarter of 2025.
The homebuilder said net sales rose 15% to a second-quarter record of 2,232, while home closings increased 3% to a record 2,290. Dream Finders maintained its full-year 2026 guidance of approximately 9,250 home closings.
- Total revenues were $1.06 billion for the quarter ended June 30, 2026.
- Net income attributable to Dream Finders Homes was $27.7 million.
- Basic and diluted earnings per share were both $0.27.
- Homebuilding revenues were $1.0 billion, compared with $1.1 billion a year earlier.
- Homebuilding gross margin was 14.2%, compared with 16.5% in the prior-year quarter.
- Backlog totaled 2,319 homes valued at $1.2 billion as of June 30, 2026.
- Total liquidity was $605 million as of June 30, 2026.
$DFH Insider Trading Activity
$DFH insiders have traded $DFH stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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 11 sales selling 600,000 shares for an estimated $8,797,754.
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 insider transaction endpoint.
$DFH Hedge Fund Activity
We have seen 115 institutional investors add shares of $DFH stock to their portfolio, and 81 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COOKE & BIELER LP removed 908,201 shares (-32.7%) from their portfolio in Q2 2026, for an estimated $15,675,549
- FENIMORE ASSET MANAGEMENT INC removed 686,041 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $9,549,690
- ARCUS CAPITAL PARTNERS, LLC removed 398,536 shares (-45.6%) from their portfolio in Q1 2026, for an estimated $5,547,621
- VESTMARK ADVISORY SOLUTIONS, INC. added 344,796 shares (+inf%) to their portfolio in Q1 2026, for an estimated $4,799,560
- ELEVATION POINT WEALTH PARTNERS, LLC added 344,796 shares (+inf%) to their portfolio in Q1 2026, for an estimated $4,799,560
- ELGETHUN CAPITAL MANAGEMENT added 314,028 shares (+62.1%) to their portfolio in Q2 2026, for an estimated $5,420,123
- MARSHALL WACE, LLP added 309,655 shares (+163.0%) to their portfolio in Q1 2026, for an estimated $4,310,397
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 13F endpoint.
