BZHNYSEOperative BuildersFiscal year ends September 30
BEAZER HOMES USA INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$33.48+0.03 (+0.09%)
Close on Oct 19, 2026
- Market cap
- $887.55M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.5%
24M of 27M shares
Institutional holders
188
42 new, 26 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| John Piermont | 3,122,510 | 10.00% | 13G (passive) | Mar 31, 2025 |
| Jon Hartsel | 3,029,072 | 10.40% | 13G (passive) | Sep 30, 2025 |
| DSCO Value Fund, L.P. | 3,014,788 | 10.40% | 13G (passive) | Dec 31, 2025 |
| Donald Smith & Co., Inc. | 2,986,562 | 10.40% | 13G (passive) | Mar 31, 2026 |
| Kamal Shah | 2,814,181 | 10.30% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 2,589,058 | 8.30% | 13G (passive) amendment | Mar 31, 2025 |
| Allan P. Merrill | 1,572,441 | 5.30% | 13D (active) | Nov 17, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BZH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,846,230 | 10.67% | $79.84M | −36,581 | 0.00% |
| Donald Smith & Co., Inc. | 2,814,181 | 10.55% | $78.94M | −172,381 | 1.39% |
| Capital World Investors | 1,706,364 | 6.40% | $47.86M | +46,551 | 0.01% |
| Wealthspire Advisors, LLC | 1,117,128 | 4.19% | $31.34M | −10 | 0.17% |
| State Street Corp | 1,114,169 | 4.18% | $31.25M | −94,663 | 0.00% |
| Vanguard Capital Management LLC | 1,093,934 | 4.10% | $30.68M | −139,015 | 0.00% |
| Boothbay Fund Management, LLC | 900,000 | 3.37% | $25.25M | New | 0.33% |
| Dimensional Fund Advisors LP | 899,269 | 3.37% | $25.23M | −100,535 | 0.00% |
| Mill Road Capital Management LLC | 841,235 | 3.15% | $23.60M | +3,200 | 11.65% |
| Cooper Creek Partners Management LLC | 711,032 | 2.67% | $19.94K | New | 0.47% |
| Geode Capital Management, LLC | 652,021 | 2.44% | $18.29M | −18,326 | 0.00% |
| Charles Schwab Investment Management Inc | 547,058 | 2.05% | $15.34M | −107,788 | 0.00% |
| Nokomis Capital, L.L.C. | 509,170 | 1.91% | $14.28M | −91,507 | 4.92% |
| Winslow Asset Management Inc | 483,968 | 1.81% | $13.58K | +1,625 | 2.36% |
| Ameriprise Financial Inc | 388,272 | 1.46% | $10.89M | +76,846 | 0.00% |
| American Century Companies Inc | 364,531 | 1.37% | $10.23M | +55,214 | 0.00% |
| Goldman Sachs Group Inc | 305,082 | 1.14% | $8.56M | −30,253 | 0.00% |
| TIG Advisors, LLC | 296,510 | 1.11% | $8.32M | New | 0.37% |
| Vanguard Portfolio Management LLC | 280,084 | 1.05% | $7.86M | −22,955 | 0.00% |
| Aqr Capital Management LLC | 245,658 | 0.92% | $6.89M | +73,254 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 188 | 24M | 90.5% | 42 / 57 | 61 / 26 | 4M | 5M |
| Q1 2026 | 177 | 26M | 96.6% | 28 / 60 | 62 / 30 | 5M | 3M |
| Q4 2025 | 183 | 25M | 95.2% | 20 / 65 | 63 / 31 | 3M | 3M |
| Q3 2025 | 195 | 26M | 96.0% | 25 / 72 | 63 / 27 | 3M | 4M |
| Q2 2025 | 198 | 27M | 100.0% | 35 / 71 | 59 / 31 | 3M | 2M |
| Q1 2025 | 196 | 27M | 99.9% | 34 / 75 | 55 / 43 | 3M | 3M |
| Q4 2024 | 207 | 26M | 98.0% | 35 / 70 | 70 / 21 | 2M | 2M |
| Q3 2024 | 196 | 26M | 97.0% | 37 / 67 | 63 / 24 | 6M | 3M |
| Q2 2024 | 184 | 26M | 98.5% | 33 / 75 | 50 / 19 | 3M | 4M |
| Q1 2024 | 171 | 27M | 100.0% | 18 / 65 | 61 / 31 | 3M | 3M |
| Q4 2023 | 187 | 28M | 100.0% | 37 / 55 | 74 / 33 | 5M | 4M |
| Q3 2023 | 183 | 26M | 98.7% | 39 / 69 | 54 / 25 | 6M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BZH | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 1,659,813 | 6.22% | $46.56M | 0.05% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 779,803 | 2.92% | $21.87M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 637,968 | 2.39% | $17.90M | 0.02% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF | 372,693 | 1.40% | $10.45M | 0.64% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 299,072 | 1.12% | $7.59M | 0.09% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 288,650 | 1.08% | $7.33M | 0.03% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 288,179 | 1.08% | $8.08M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 272,233 | 1.02% | $8.74M | 0.03% | Jul 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 246,850 | 0.93% | $7.92M | 0.32% | Jul 31, 2026 |
| iShares U.S. Home Construction ETF | 239,899 | 0.90% | $6.73M | 0.26% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 227,097 | 0.85% | $6.37M | 0.04% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 149,317 | 0.56% | $4.19M | 0.18% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 143,133 | 0.54% | $3.63M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 142,009 | 0.53% | $3.61M | 0.02% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 131,043 | 0.49% | $3.33M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Allan P. Merrill | Chairman, President and CEO, Director | 1,385,656 | 5.19% | Nov 21, 2025 |
| Michael Anthony Dunn | SVP, GC and Corp Secretary | 22,557 | 0.08% | Aug 3, 2026 |
| David I. Goldberg | SVP, Chief Financial Officer | 185,366 | 0.69% | Nov 21, 2025 |
| Pei Sun | VP & Chief Accounting Officer | 24,491 | 0.09% | Nov 21, 2025 |
| Danny R. Shepherd | Director | 92,419 | 0.35% | Feb 5, 2026 |
| Howard C. Heckes | Director | 0 | – | Dec 9, 2025 |
| Alyssa P. Steele | Director | 16,141 | 0.06% | Nov 18, 2025 |
| June Sauvaget | Director | 16,141 | 0.06% | Nov 18, 2025 |
| C. Christian Winkle | Director | 75,673 | 0.28% | Nov 18, 2025 |
| Lloyd Emerson Johnson | Director | 86,829 | 0.33% | Nov 18, 2025 |
| Norma Ann Provencio | Director | 115,988 | 0.43% | Nov 18, 2025 |
| Peter M. Orser | Director | 85,523 | 0.32% | Nov 18, 2025 |
| John J. Kelley Iii | Director | 23,116 | 0.09% | Nov 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Anthony Dunn SVP, GC and Corp Secretary | Aug 1, 2026 | Tax withholding | −328 | $32.10 | $10.53K | 22,557 |
| Danny R. Shepherd Director | Feb 4, 2026 | Award | +500 | – | – | 92,419 |
| Howard C. Heckes Director | Dec 8, 2025 | Award | +5,988 | – | – | 5,988 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 20, 2025 | Tax withholding | −73 | $19.92 | $1.45K | 22,885 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 20, 2025 | Tax withholding | −5,349 | $19.92 | $106.55K | 1,385,656 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 20, 2025 | Tax withholding | −2,164 | $19.92 | $43.11K | 184,181 |
| Pei Sun VP & Chief Accounting Officer | Nov 20, 2025 | Tax withholding | −76 | $19.92 | $1.51K | 24,491 |
| Peter M. Orser Director | Nov 17, 2025 | Award | +7,199 | – | – | 85,523 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 17, 2025 | Award | +17,798 | – | – | 166,999 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 17, 2025 | Award | +19,346 | – | – | 186,345 |
| Norma Ann Provencio Director | Nov 17, 2025 | Award | +7,199 | – | – | 105,388 |
| Lloyd Emerson Johnson Director | Nov 17, 2025 | Award | +7,199 | – | – | 41,829 |
| Alyssa P. Steele Director | Nov 17, 2025 | Award | +7,199 | – | – | 16,141 |
| John J. Kelley Iii Director | Nov 17, 2025 | Award | +7,199 | – | – | 23,116 |
| June Sauvaget Director | Nov 17, 2025 | Award | +7,199 | – | – | 16,141 |
| C. Christian Winkle Director | Nov 17, 2025 | Award | +7,199 | – | – | 12,250 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 17, 2025 | Award | +5,815 | – | – | 22,958 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 17, 2025 | Award | +5,316 | – | – | 17,143 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 17, 2025 | Award | +65,996 | – | – | 1,355,581 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 17, 2025 | Award | +35,424 | – | – | 1,391,005 |
| Pei Sun VP & Chief Accounting Officer | Nov 17, 2025 | Award | +934 | – | – | 24,567 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 14, 2025 | Tax withholding | −3,948 | $21.85 | $86.26K | 150,992 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 14, 2025 | Tax withholding | −1,791 | $21.85 | $39.13K | 149,201 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 14, 2025 | Tax withholding | −7,483 | $21.85 | $163.50K | 154,940 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 14, 2025 | Award | +25,329 | – | – | 162,423 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 14, 2025 | Tax withholding | −241 | $21.85 | $5.27K | 11,827 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 14, 2025 | Award | +1,335 | – | – | 12,629 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 14, 2025 | Tax withholding | −166 | $21.85 | $3.63K | 12,068 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 14, 2025 | Tax withholding | −395 | $21.85 | $8.63K | 12,234 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 14, 2025 | Tax withholding | −12,592 | $21.85 | $275.14K | 1,295,489 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 14, 2025 | Tax withholding | −5,904 | $21.85 | $129.00K | 1,289,585 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 14, 2025 | Tax withholding | −33,635 | $21.85 | $734.92K | 1,308,081 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 14, 2025 | Award | +75,515 | – | – | 1,341,716 |
| Pei Sun VP & Chief Accounting Officer | Nov 14, 2025 | Tax withholding | −173 | $21.85 | $3.78K | 23,696 |
| Pei Sun VP & Chief Accounting Officer | Nov 14, 2025 | Tax withholding | −411 | $21.85 | $8.98K | 23,869 |
| Pei Sun VP & Chief Accounting Officer | Nov 14, 2025 | Tax withholding | −63 | $21.85 | $1.38K | 23,633 |
| Pei Sun VP & Chief Accounting Officer | Nov 14, 2025 | Award | +1,390 | – | – | 24,280 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Aug 1, 2025 | Tax withholding | −330 | $21.70 | $7.16K | 11,294 |
| John J. Kelley Iii Director | May 9, 2025 | Buy | +10,000 | $21.50 | $215.00K | 15,917 |
| Danny R. Shepherd Director | Feb 13, 2025 | Buy | +4,125 | $24.29 | $100.20K | 91,919 |
| Lloyd Emerson Johnson Director | Feb 10, 2025 | Buy | +22,500 | $22.23 | $500.18K | 45,000 |
| Norma Ann Provencio Director | Feb 10, 2025 | Buy | +5,000 | $21.93 | $109.65K | 10,600 |
| Allan P. Merrill Chairman, President and CEO, Director | Feb 10, 2025 | Option exercise | +5,000 | $9.62 | $48.10K | 1,266,201 |
| Pei Sun VP & Chief Accounting Officer | Feb 7, 2025 | Option exercise | +5,000 | $9.82 | $49.10K | 22,890 |
| David I. Goldberg SVP, Chief Financial Officer | Feb 7, 2025 | Buy | +443 | $22.80 | $10.10K | 137,094 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Feb 7, 2025 | Buy | +2 | $22.33 | $45 | 11,177 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Feb 7, 2025 | Buy | +447 | $22.28 | $9.96K | 11,624 |
| Allan P. Merrill Chairman, President and CEO, Director | Feb 7, 2025 | Buy | +5,000 | $21.83 | $109.15K | 1,261,201 |
| Lloyd Emerson Johnson Director | Feb 7, 2025 | Buy | +22,500 | $22.68 | $510.30K | 22,500 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 20, 2024 | Tax withholding | −74 | $32.66 | $2.42K | 11,175 |
| Pei Sun VP & Chief Accounting Officer | Nov 20, 2024 | Tax withholding | −76 | $32.66 | $2.48K | 17,890 |
| Allan P. Merrill Chairman, President and CEO, Director | Nov 20, 2024 | Tax withholding | −5,373 | $32.66 | $175.48K | 1,256,201 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 20, 2024 | Tax withholding | −2,174 | $32.66 | $71.00K | 136,651 |
| Alyssa P. Steele Director | Nov 15, 2024 | Award | +5,051 | – | – | 8,942 |
| Michael Anthony Dunn SVP, GC and Corp Secretary | Nov 15, 2024 | Award | +2,447 | – | – | 11,249 |
| David I. Goldberg SVP, Chief Financial Officer | Nov 15, 2024 | Award | +12,064 | – | – | 138,825 |
| June Sauvaget Director | Nov 15, 2024 | Award | +5,051 | – | – | 8,942 |
| Danny R. Shepherd Director | Nov 15, 2024 | Award | +5,051 | – | – | 87,794 |
| C. Christian Winkle Director | Nov 15, 2024 | Award | +5,051 | – | – | 11,075 |
| Norma Ann Provencio Director | Nov 15, 2024 | Award | +5,051 | – | – | 98,189 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Keith L. Belknap Jr Officer | Jul 16, 2024 | 80,738 | $2.67M | Jul 16, 2024 | Restricted Stock Vesting |
| Keith L. Belknap Jr Officer | Jul 15, 2024 | 13,300 | $414.58K | Jul 15, 2024 | Restricted Stock Vesting |
| Keith L. Belknap Jr Officer | Jul 12, 2024 | 13,462 | $413.64K | Jul 12, 2024 | Restricted Stock Vesting |
| Keith L. Belknap Jr Officer | Jun 12, 2024 | 3,238 | $97.77K | Jun 12, 2024 | Restricted Stock Vesting |
| Keith L. Belknap Jr Officer | May 15, 2024 | 785 | $23.29K | May 15, 2024 | Restricted Stock Vesting |
| Keith L. Belknap Jr Officer | May 7, 2024 | 14,215 | $413.25K | May 7, 2024 | Restricted Stock Vesting |
| Keith L. Belknap Jr Officer | May 6, 2024 | 15,000 | $424.64K | May 6, 2024 | Restricted Stock Vesting |