DFH Dream Finders Homes, Inc.

Last updated: Mar 17, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 2/4 quarters. Q3 2025: $5M, Q2 2025: $2M, Q1 2025: $0M, Q3 2024: $0M

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Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $5M vs trailing avg $1M (+684%)

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What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Negative FCF ($-300M), cannot compute buyback ratio

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How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Missing shares repurchased or outstanding data

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Are officers and directors buying stock with their own money on the open market?

9 open-market purchases by 9 insiders

Sturm Len () bought 300 shares at $10.25 on 2022-11-16
Blanton John O. (VP and CAO) bought 4,000 shares at $13.00 on 2021-01-25
Parekh Megha H. () bought 2,000 shares at $13.00 on 2021-01-25
Fernandez Lorena Anabel (Vice President of Treasury) bought 23,000 shares at $13.00 on 2021-01-25
Udelhofen Justin () bought 75,000 shares at $13.00 on 2021-01-25
Moran Doug (Senior VP and COO) bought 60,000 shares at $13.00 on 2021-01-25
Moyer Rick A. (Senior VP and CFO) bought 30,000 shares at $13.00 on 2021-01-25
Riva Robert E. (VP, GC and Corporate Secretary) bought 1,000 shares at $13.00 on 2021-01-25
BOSTON OMAHA Corp () bought 120,000 shares at $13.00 on 2021-01-25

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Are insider purchases happening during the same quarters the company is actively buying back stock?

Insider buying coincided with company buybacks in 0 of 4 quarters

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Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $4M, sold $136M (net selling)

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Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 33.1x more than bought. 4 C-suite officers among sellers