Dream Finders Homes, Inc.(DFH)Stock Analysis
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Rank #1,927 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in DFH
Events flagged as statistical outliers against DFH's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-09-03
2 insiders bought $1,307,055 of DFH in 30 days — 4.0σ above this company's 2-year norm
View source filing → - Insider cluster2026-08-26
2 insiders bought $1,286,850 of DFH in 30 days — 4.0σ above this company's 2-year norm
View source filing → - Insider cluster2026-08-24
2 insiders bought $1,272,130 of DFH in 30 days — 4.0σ above this company's 2-year norm
View source filing →
DFH Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Dream Finders Homes, Inc. (DFH), a Industrials sector company. 13F Pro's AI-powered ranking engine scores DFH at 44.2/100 on a 32-signal composite quality model, placing it at rank #1,927 of 2,961 stocks — the bottom half of the AI-ranked universe. DFH scores in the top quartile across institutional flow (84.2), revenue scale (75.3). Areas of concern include earnings quality (6.0) and free cash flow (21.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Dream Finders Homes, Inc. reports quarterly revenue of $1.1B, net income of $27.7M, an operating margin of 3.5%. Top institutional holders of DFH by reported 13-F value include BlackRock, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, Jupiter Topco, based on the most recent SEC filings. DFH trades on the NYSE exchange and files with the SEC under CIK 1825088. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DFH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Dream Finders Homes, Inc. directly from SEC EDGAR. Dream Finders Homes, Inc.'s 13F Pro composite quality score has ranged between 38 and 73 since 2022, currently 44.2 — a declining long-term trajectory across 64 quarterly and live scoring snapshots.
Revenue
Q2 2026
$1.1B
Net Income
Q2 2026
$27.7M
Free Cash Flow
Q2 2026
$-107.2M
Operating Margin
Q2 2026
3.5%
ROIC
Q2 2026
4.5%
D/E Ratio
Q2 2026
1.27
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-2.9% YoYNet Income
-35.2% YoYEPS (Diluted)
-35.9% YoYTotal Assets
+12.0% YoYTotal Debt
+24.9% YoYOp. Cash Flow
+60.8% YoYFree Cash Flow
+55.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $4.32B -2.9% | $4.45B +18.7% | $3.75B +12.2% | $3.34B +73.7% | $1.92B +69.7% | $1.13B |
| Net Income | $217.2M -35.2% | $335.3M +13.3% | $295.9M +12.8% | $262.3M +116.5% | $121.1M +53.2% | $79.1M |
| EPS (Diluted) | $2.14 -35.9% | $3.34 +19.7% | $2.79 +13.9% | $2.45 +92.9% | $1.27 | $0.00 |
| Total Assets | $3.73B +12.0% | $3.33B +29.9% | $2.56B +8.1% | $2.37B +25.2% | $1.89B +158.2% | $733.7M |
| Total Debt | $1.61B +24.9% | $1.29B | — | — | $3.3M -88.9% | $29.7M |
| Operating Cash Flow | $-100.6M +60.8% | $-256.6M -168.6% | $374.2M +1454.8% | $-27.6M -142.5% | $65.0M -33.0% | $96.9M |
| Free Cash Flow | $-126.4M +55.2% | $-282.0M -176.3% | $369.5M +1213.9% | $-33.2M -153.3% | $62.2M -33.8% | $94.0M |
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Top Institutional Holders of DFH
BlackRock, Inc.
$83.1M4,811,957 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$53.0M3,072,095 shJupiter Topco LLC
$33.2M1,922,596 shCOOKE & BIELER LP
$32.3M1,870,801 shSTATE STREET CORP
$29.5M1,709,676 shDIMENSIONAL FUND ADVISORS LP
$26.7M1,546,957 shVANGUARD PORTFOLIO MANAGEMENT LLC
$25.3M1,464,130 shVANGUARD CAPITAL MANAGEMENT LLC
$20.8M1,206,150 shElgethun Capital Management
$14.1M819,406 shGEODE CAPITAL MANAGEMENT, LLC
$12.6M729,022 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $83.1M | 4,811,957 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $53.0M | 3,072,095 |
| Jupiter Topco LLC | $33.2M | 1,922,596 |
| COOKE & BIELER LP | $32.3M | 1,870,801 |
| STATE STREET CORP | $29.5M | 1,709,676 |
| DIMENSIONAL FUND ADVISORS LP | $26.7M | 1,546,957 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $25.3M | 1,464,130 |
| VANGUARD CAPITAL MANAGEMENT LLC | $20.8M | 1,206,150 |
| Elgethun Capital Management | $14.1M | 819,406 |
| GEODE CAPITAL MANAGEMENT, LLC | $12.6M | 729,022 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is DFH a good stock to buy?
13F Pro's AI-powered analysis of Dream Finders Homes, Inc. (DFH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DFH are available on the DFH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DFH is classified as a small company.
Which hedge funds own DFH?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DFH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Dream Finders Homes, Inc.'s investment landscape.