BZH BEAZER HOMES USA INC Insider Trading

Director John J Kelley III bought 10,000 BZH shares at $21.50; holdings surge 169.0% to 15,917 shares

Director John J Kelley III purchased 10,000 shares of Beazer Homes at $21.50 on 2025-05-09, increasing his holdings by 169.0% from 5,917 to 15,917 shares and committing $215,000 to the position. The transaction occurred at a price 38.8% below the 52-week high of $35.73, though the stock has gained 19.9% over the prior 30 days and declined 8.3% over 90 days. Beazer Homes trades at a P/E of 6.96 with recent quarterly revenue of $565.3M and net income of $12.8M, suggesting a modestly valued homebuilder. The director's prior open-market trading history across all tickers shows 18 sells with a 90-day well-timed rate of 33.33%, indicating mixed execution discipline, though this particular transaction reflects a material commitment to accumulate equity in this ticker at current levels.

Director SHEPHERD DANNY R bought 4,125 shares of BZH at $24.29 on 2025-02-13; cluster buy pattern with 5 other insiders in past 14 days.

Director SHEPHERD DANNY R purchased 4,125 shares at $24.29 on 2025-02-13, bringing his holdings to 91,919 shares—a +4.7% increase from pre-transaction holdings of 87,794 shares. This purchase occurs within a cluster pattern: 5 other insiders also bought within the past 14 days, suggesting coordinated confidence in the stock. The purchase price is notably below the current price of $25.10 and well below the 52-week high of $35.73 (stock now trading -29.8% from high and -11.7% over 30 days). BZH's fundamentals show modest strength with annual revenue growth of +5.6% and a low P/E of 6.44, though the latest quarter net income of $3.1M is modest relative to quarterly revenue of $469.0M. The convergence of multi-insider buying activity during a period of significant price decline warrants monitoring to establish whether this reflects viewed value or signals broader conviction.

Director Johnson Lloyd Emerson doubles BZH stake to 45,000 shares at $22.23; cluster of 4 other insiders bought in past 14 days.

Johnson Lloyd Emerson, a Director, purchased 22,500 shares of Beazer Homes on 2025-02-10 at $22.23, doubling his holdings from 22,500 to 45,000 shares. This transaction occurs within a cluster context: 4 other insiders have also purchased shares within the past 14 days, suggesting coordinated conviction among the leadership group. The timing context is mixed—BZH trades at $23.82 today, down 33.3% from its 52-week high of $35.73 and down 25.5% over 90 days, placing the purchase near a recent trough. Emerson's cross-ticker track record shows limited scale (1 prior buy, 1 prior sell) with positive historical returns (+2.9% avg 30d, +8.7% avg 90d across all tickers), but his timing accuracy on prior sells is 0.00%, indicating sells have not been well-timed. The company's fundamentals show compressed valuation at a P/E of 6.11 against $469.0M quarterly revenue and $3.1M net income, with 5.6% annual revenue growth. The accumulation pattern among multiple insiders at depressed share prices suggests management views current levels as attractive for capital allocation.

Director Johnson Lloyd Emerson buys 22,500 (22.5K shares) of BZH at $22.68; cluster activity from 4 other insiders in past 14 days.

Johnson Lloyd Emerson, a director at Beazer Homes, purchased 22,500 shares at $22.68 on 2025-02-07, establishing an initial stake. The transaction occurs within a broader cluster pattern: 4 other insiders have also bought within the past 14 days, suggesting coordinated or coincident director-level purchasing activity. BZH trades at $22.60 currently, down 36.8% from its 52-week high of $35.73 and down 29.5% over the past 90 days, indicating the purchase was executed into a period of significant price weakness. The company maintains a low P/E ratio of 5.79 and reported $469.0M in quarterly revenue with modest annual growth of 5.6%, though recent net income of $3.1M reflects operational tightness relative to revenue scale. The cluster activity and price action warrant monitoring to determine whether this represents genuine insider confidence or other positioning factors.

BZH CFO David I Goldberg buys 443 shares at $22.80; 4-insider cluster within 14 days as stock trades -36.8% from 52-week high

SVP and CFO David I Goldberg purchased 443 shares at $22.80 on 2025-02-07, expanding his holdings to 137,094 shares. This transaction occurs in a cluster pattern: 4 other insiders also bought within the past 14 days, suggesting coordinated or reactive positioning by multiple officers. The stock has declined significantly from its 52-week high of $35.73, trading at $22.60 currently (-36.8% from peak), and has fallen 29.5% over the past 90 days and -11.8% over 30 days. While BZH's fundamentals show revenue of $468,953,000.00 and positive net income of $3,130,000.00 with annual revenue growth of +5.6%, the P/E of 5.79 and market cap of $705,189,788.80 position the stock at a compressed valuation relative to its recent trading range. The cluster buy pattern during a period of sustained price decline warrants examination of whether this reflects board or management-level conviction about value at current levels or other strategic considerations.

SVP/GC Dunn buys 449 shares at $22.28 as 4 other insiders also buy within 14 days; stock -36.8% from 52-week high.

Michael Anthony Dunn, SVP, General Counsel and Corporate Secretary of Beazer Homes, executed 2 separate purchases totaling 449 shares for $10,003.81 at an average price of $22.28. This purchase increases his holding from 11.2K shares to 11.6K shares. Notably, this transaction occurs within a cluster pattern—4 other insiders also bought within the past 14 days—suggesting coordinated or simultaneous conviction among the company's leadership. The stock is currently down 36.8% from its 52-week high of $35.73 and down 11.8% over the past 30 days, trading at $22.60. The company trades at a P/E of 5.79 with recent quarterly net income of $3.1M on revenue of $469.0M, and has posted 5.6% annual revenue growth. The cluster buying pattern during a period of significant price decline warrants attention to whether insiders view the current depressed valuation as attractive relative to forward fundamentals.

Beazer Homes CEO Merrill bought 5,000 shares at $21.83; 4 other insiders bought within 14 days as stock down 36.8% from 52-week high

MERRILL ALLAN P, as Chairman, President and CEO, purchased 5,000 shares at $21.83 on 2025-02-07, increasing his holdings from 1,261,201 to 1,266,201 shares. This open-market buy coincides with a documented cluster pattern: 4 other insiders also purchased shares within the past 14 days. The timing context is significant—BZH trades at $22.60 currently, down 36.8% from its 52-week high of $35.73 and down 29.5% over 90 days, representing a material depreciation from recent highs. The company reports a low P/E of 5.79 and posted recent quarterly net income of $3.1M on revenues of $469.0M, with annual revenue growth of 5.6%, suggesting fundamental stability despite price weakness. Coordinated insider purchases across multiple officers during a period of pronounced stock decline and depressed valuation levels warrant investor attention to the underlying signals.

Director Provencio buys 5,000 BZH shares at $21.93; 4 other insiders bought within 14 days as stock down 36.8% from 52-week high.

Director Norma Ann Provencio purchased 5,000 shares at $21.93, increasing her holdings by 89.3% to 10,600 shares. This purchase is part of a cluster pattern with 4 other insiders buying within the past 14 days, suggesting coordinated internal reassessment despite significant recent price weakness. The stock has fallen 36.8% from its 52-week high of $35.73 and is down 29.5% over 90 days, though it trades at a notably low P/E of 5.79 relative to $469.0M in quarterly revenue. The cluster buying activity at depressed valuations may warrant investor attention as a signal of insider assessment, particularly given the company's modest profitability of $3.1M and recent 5.6% annual revenue growth.

Belknap Keith L Jr (EVP, General Counsel) sold 80,738 shares of BZH at $33.06 on 2024-07-16, reducing holdings by 53.5% to 70,081 shares post-transaction.

Belknap sold a substantial portion—80,738 shares (53.5% of pre-transaction holdings)—in a series of transactions at BZH, with this specific trade on 2024-07-16 at $33.06 for $2,669,359.76. The sale occurred near the 52-week high ($35.43), with the stock currently trading 7.1% below that peak. Across his prior four trades at BZH, two measurable outcomes showed mixed results: a -2.0% return 30 days post-sale (2024-05-07) and a +1.6% return 30 days post-sale (2024-05-06), with no 90-day outcomes yet available to assess longer-term timing quality. The company's fundamentals show modest weakness—annual revenue declined 4.8% year-over-year and net income of $39.2M on $541.5M quarterly revenue—while valuation at a P/E of 6.47 remains compressed relative to broader market multiples. The large reduction in equity stake, combined with the series of consecutive sales (including trades on 2024-07-15 and 2024-07-12), represents a meaningful shift in personal exposure to this business.

BZH EVP & General Counsel Belknap sold 26.8K shares in 2 transactions for $828.2K; stock up 26.8% in 90 days

Belknap Keith L Jr executed two separate sales totaling 26,762 shares for $828,248.26 at blended average price $30.95 on 2024-07-12 and 2024-07-15, reducing his holdings by 15.1% from 177,581 to 150,819 shares. At current price $33.04, the stock has appreciated 6.8% above the transaction blended average and posted a 26.8% 90-day return, substantially outperforming his cross-ticker sell track record average 90-day return of -0.2%. The sales occurred against a backdrop of deteriorating fundamentals: annual revenue declined 4.8% year-over-year, and the company carries a below-market P/E of 6.49 on quarterly net income of $39.2M. The magnitude of the liquidation and its timing relative to subsequent price strength warrant monitoring of whether this reflects either portfolio rebalancing or forward-looking sentiment about near-term capital needs.