— Know what they know.
Not Investment Advice
Also trades as: 0HMG.L (LSE) · $vol 0M

BZH Smart Money

Beazer Homes USA, Inc.
1W: +0.1% 1M: +0.5% 3M: +2.0% YTD: +65.3% 1Y: +47.5% 3Y: +42.8% 5Y: +96.9%
$33.48
Last traded 2026-10-19 — delisted
NYSE · Consumer Cyclical · Residential Construction · Tech Score Neutral · Power 48 · $893.2M mcap · 24M float · 3.39% daily turnover · Short 43% of daily vol
Credit Risk of going bust: higher than 79% of companies Debt: 61.8% of company value Bonds: $104.5M held by 168 funds, 267 bp over Treasuries → details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.65 (down 89%), Beazer Homes USA, Inc. would be worth roughly what it owes.
Total debt $1.44B against a stock market value of $887.6M.
Distance to default 2.68 (Merton model): prices to 2026-10-19, balance sheet 2026-06-30, debt counted $704.6M (short-term plus half of long-term), stock volatility 52.1%; Altman Z'' 6.50. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
216
Institutions Holding
+9 vs prior
75.4%
Ownership
+21.04%
43 New
56 Increased
87 Reduced
26 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-20 KELLEY JOHN J III director D-Sale to Issuer 15,917 $— $0 Filing
2026-10-20 Orser Peter M director D-Sale to Issuer 78,324 $— $0 Filing
2026-10-20 MERRILL ALLAN P officer: chairman, president and ceo D-Sale to Issuer 1,245,717 $— $0 Filing
2026-10-20 MERRILL ALLAN P officer: chairman, president and ceo D-Sale to Issuer 139,939 $— $0 Filing
2026-10-20 MERRILL ALLAN P officer: chairman, president and ceo D-Sale to Issuer 186,785 $— $0 Filing
2026-10-20 Dunn Michael Anthony officer: svp, gc and corp secretary D-Sale to Issuer 8,432 $— $0 Filing
2026-10-20 Dunn Michael Anthony officer: svp, gc and corp secretary D-Sale to Issuer 14,125 $— $0 Filing
2026-10-20 KELLEY JOHN J III director D-Sale to Issuer 7,199 $— $0 Filing
2026-10-20 Goldberg David I officer: svp, chief financial officer D-Sale to Issuer 134,136 $— $0 Filing
2026-10-20 Goldberg David I officer: svp, chief financial officer D-Sale to Issuer 1,185 $— $0 Filing
2026-10-20 Goldberg David I officer: svp, chief financial officer D-Sale to Issuer 50,045 $— $0 Filing
2026-10-20 Goldberg David I officer: svp, chief financial officer D-Sale to Issuer 56,849 $— $0 Filing
2026-10-20 HECKES HOWARD C director D-Sale to Issuer 5,988 $— $0 Filing
2026-10-20 Johnson Lloyd Emerson director D-Sale to Issuer 34,630 $— $0 Filing
2026-10-20 Johnson Lloyd Emerson director D-Sale to Issuer 45,000 $— $0 Filing
2026-10-20 Johnson Lloyd Emerson director D-Sale to Issuer 7,199 $— $0 Filing
2026-10-20 Provencio Norma Ann director D-Sale to Issuer 98,189 $— $0 Filing
2026-10-20 Provencio Norma Ann director D-Sale to Issuer 10,600 $— $0 Filing
2026-10-20 Provencio Norma Ann director D-Sale to Issuer 7,199 $— $0 Filing
2026-10-20 Steele Alyssa P. director D-Sale to Issuer 7,199 $— $0 Filing
2026-10-20 Orser Peter M director D-Sale to Issuer 7,199 $— $0 Filing
2026-10-20 Sauvaget June director D-Sale to Issuer 8,942 $— $0 Filing
2026-10-20 Sauvaget June director D-Sale to Issuer 7,199 $— $0 Filing
2026-10-20 Steele Alyssa P. director D-Sale to Issuer 8,942 $— $0 Filing
2026-10-20 Dunn Michael Anthony officer: svp, gc and corp secretary D-Sale to Issuer 11,952 $— $0 Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 2,846,230 $80M -36,581 2026-06-30 Filing
DONALD SMITH & CO., INC. 2,814,181 $79M -172,381 2026-06-30 Filing
Capital World Investors 1,706,364 $48M +46,551 2026-06-30 Filing
Wealthspire Advisors, LLC 1,117,128 $31M -10 2026-06-30 Filing
STATE STREET CORP 1,114,169 $31M -94,663 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 1,093,934 $31M -139,015 2026-06-30 Filing
BOOTHBAY FUND MANAGEMENT, LLC 900,000 $25M +900,000 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 899,269 $25M -100,535 2026-06-30 Filing
Mill Road Capital Management LLC 841,235 $24M +3,200 2026-06-30 Filing
COOPER CREEK PARTNERS MANAGEMENT LLC 711,032 $20M +711,032 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 652,021 $18M -18,326 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 547,058 $15M -107,788 2026-06-30 Filing
Sixth Street Partners Management Company 547,058 $15M +547,058 2026-06-30 Filing
Nokomis Capital, L.L.C. 509,170 $14M -91,507 2026-06-30 Filing
AMERIPRISE FINANCIAL INC 388,272 $11M +76,846 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 364,531 $10M +55,214 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 305,082 $9M -30,253 2026-06-30 Filing
TIG Advisors, LLC 296,510 $8M +296,510 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 280,084 $8M -22,955 2026-06-30 Filing
AQR CAPITAL MANAGEMENT LLC 245,658 $7M +73,254 2026-06-30 Filing

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms