Stocks Consumer discretionary DFH
NYSE · Consumer discretionaryDream Finders Homes, Inc. (DFH)
Dream Finders Homes, Inc. brought in $4.2B of revenue over the twelve months to September 30, 2026, down 10.9% from a year earlier. Net income was $106.3M, a net margin of 2.6%. In fiscal 2025 capital spending exceeded operating cash flow by $126.4M. At September 30, 2026 it held $245.6M in cash against $2B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.
Key facts about Dream Finders Homes, Inc.
- Net worth
- Dream Finders Homes, Inc. has a market value (market cap) of $1.2B at the latest share price, and shareholders' equity of $1.4B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $4.3B (-2.9% year on year), with net income of $217.2M. Over the 12 months to September 30, 2026: revenue $4.2B, net income $106.3M.
- Cash flow
- In fiscal 2025 operations used $100.6M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Dream Finders Homes, Inc.'s next report is expected around February 22, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Dream Finders Homes, Inc. does
Dream Finders Homes, Inc. is registered with the SEC under industry code SIC 1531 (Operative Builders). Its shares trade on NYSE under the ticker DFH.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $4.3B | $217.2M | $2.14 | -$126.4M |
| 2024 | $4.4B | $335.3M | $3.34 | -$282M |
| 2023 | $3.7B | $295.9M | $2.79 | $369.5M |
| 2022 | $3.3B | $262.3M | $2.45 | -$33.2M |
| 2021 | $1.9B | $121.1M | $1.27 | $62.2M |
| 2021 | $1.1B | $79.1M | $0.00 | $94M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where DFH ranks in Consumer discretionary
Latest SEC filings
What Dream Finders Homes, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Other event 8-K
- November 3, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 2.7% to $996M versus the same quarter last year; diluted EPS $0.00 versus $0.47.
- October 29, 2026
- October 27, 2026Passive stake changed SCHEDULE 13G/A
- October 23, 2026Passive stake changed SCHEDULE 13G/A
- October 22, 2026Other event 8-K
- October 20, 2026
- October 13, 2026New debt 8-K
- September 15, 2026Material agreement8-KDream Finders Homes raised $225.0 million through Series B preferred stock to redeem Series A shares and fund its pending merger.
- August 21, 2026Form DEF 14C filing DEF 14C
Insider trades
What the people running Dream Finders Homes, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $351.1K worth of shares on the open market in the last 90 days and sold none.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 4, 2026 | Sturm LenDirector | Bought | 1,000 | $10.5K |
| September 18, 2026 | Beckwitt RichardDirector | Received as pay | 400,000 | - |
| September 18, 2026 | Fischer StevenDirector | Received as pay | 12,158 | - |
| September 10, 2026 | Beckwitt RichardDirector | Bought | 10,000 | $120.7K |
| September 3, 2026 | Sturm LenDirector | Bought | 1,500 | $20.2K |
| August 26, 2026 | Sturm LenDirector | Bought | 1,000 | $14.7K |
| August 24, 2026 | Sturm LenDirector | Bought | 250 | $3.7K |
| August 21, 2026 | Sturm LenDirector | Bought | 250 | $3.7K |
Who owns DFH
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Zalupski Patrick O.13G, passive | 65.3% | May 8, 2026 |
| Patrick O. Zalupski13G, passive | 64.3% | November 13, 2024 |
| W. Radford Lovett II13G, passive | 13.8% | November 13, 2024 |
| BlackRock, Inc.13G, passive | 13.4% | October 27, 2026 |
| Lovett William Radford II13G, passive | 9.7% | August 13, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC13G, passive with 2 related filers | 9.1% | August 13, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 205 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 4,811,957 | +138,528 |
| Kayne Anderson Rudnick Investment Management LLC | 3,072,095 | -1,196,285 |
| Jupiter Topco LLC | 1,922,596 | new |
| Cooke & Bieler LP | 1,870,801 | -908,201 |
| State Street Corp | 1,709,676 | +19,800 |
| Dimensional Fund Advisors LP | 1,546,957 | +97,649 |
| Vanguard Portfolio Management LLC | 1,464,130 | -4,397 |
| Vanguard Capital Management LLC | 1,206,150 | -37,022 |
| Elgethun Capital Management | 819,406 | +314,028 |
| Geode Capital Management, LLC | 729,022 | +10,431 |
| Morgan Stanley | 642,733 | +295,866 |
| Invesco Ltd. | 545,748 | +48,021 |
| Charles Schwab Investment Management Inc | 481,915 | +66,902 |
| Point72 Asset Management, L.P. | 457,332 | +396,803 |
| UBS Group AG | 377,592 | +158,951 |
| Elevation Point Wealth Partners, LLC | 344,821 | +25 |
| Vestmark Advisory Solutions, Inc. | 344,796 | 0 |
| Goldman Sachs Group Inc | 344,649 | +32,911 |
| Bnp Paribas Financial Markets | 334,191 | +213,360 |
| Denali Advisors LLC | 321,182 | -17,100 |
Insiders
9 insiders reported holding 6,258,901 shares in total, about $80.5M at the last price.
| Holder | Shares |
|---|---|
| Lovett William Radford II10% owner | 3,190,8833,190,883 held indirectly |
| Zalupski Patrick O.President and CEO, Director, 10% owner | 2,092,819 |
| Beckwitt RichardDirector | 500,000 |
| Ramsay Lorena AnabelSenior VP and CFO | 230,179 |
| Fischer StevenDirector | 107,670 |
| Udelhofen JustinDirector | 42,801 |
| Parekh Megha H.Director | 32,109 |
| Sturm LenDirector | 31,728 |
| Weatherford WilliamDirector | 30,712 |
Questions about DFH
What does Dream Finders Homes, Inc. do?
Dream Finders Homes, Inc. is a company in the Consumer discretionary sector, listed on NYSE as DFH. Its shares trade on NYSE under the ticker DFH.
What is Dream Finders Homes, Inc.'s net worth?
Dream Finders Homes, Inc. has a market value (market cap) of $1.2B at the latest share price, and shareholders' equity of $1.4B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Dream Finders Homes, Inc. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $106.3M on revenue of $4.2B, a net margin of 2.6%.
How much revenue does Dream Finders Homes, Inc. make?
Over the twelve months to September 30, 2026 Dream Finders Homes, Inc. reported revenue of $4.2B. That is 10.9% less than a year earlier.
When did Dream Finders Homes, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 6, 2026.
When is Dream Finders Homes, Inc.'s next earnings report?
Dream Finders Homes, Inc.'s next report is expected around February 22, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Dream Finders Homes, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.