Latest revenue
$90.8M
as of 2025-09-30
Latest net income
$-19.5M
as of 2025-09-30
Net margin
-21.4%
as of 2025-09-30
Price · 5Y
Live market
delayed ≤15 min- Market cap
- —
- Enterprise value
- —
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $4.78
- 52-wk low
- $0.99
- Beta
- —
- Shares out
- —
5-year trend
What this company does
United Homes Group builds and sells entry-level and move-up single-family homes across South Carolina, North Carolina, and Georgia, using a land-light model that controls 96% of its 7,200 lots via options. Revenue comes primarily from home closings, supplemented by mortgage fees through its Homeowners Mortgage joint venture. After a strategic review ended without a sale and triggered a board exodus, UHG agreed in February 2026 to be acquired by Stanley Martin Homes for $1.18 per share, taking the company private in Q2 2026.
Generated from UHG's filing dated 2026-03-13
Key risks
- Pending merger with Stanley Martin Homes at just $1.18/share cash caps upside; deal closure (Q2 2026) subject to customary closing conditions.
- Governance upheaval: six directors (including Nikki Haley) resigned in late 2025 after strategic review concluded, signaling board-level disagreement.
- Geographic concentration: operations heavily tied to South Carolina (Upstate, Midlands, Coastal) plus small Georgia/Raleigh presence, exposing UHG to regional housing downturns.
Generated from UHG's filing dated 2026-03-13
Profitability
Gross margin
17.6%
2.5%Operating margin
-0.0%
100.6%Net margin
-4.0%
139.5%Return on equity
-28.3%
140.4%Return on assets
-5.9%
133.2%Leverage
Debt / equity
3.82×
28.7%Long-term debt / equity
1.18×
17.1%Debt / assets
79.3%
6.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q4 2025 2025-12-31 | $123.4M | -8.5% | $-8.6M | -1394.6% | -7.0% |
Q3 2025 2025-09-30 | $90.8M | -23.5% | $-19.5M | -165.1% | -21.4% |
Q2 2025 2025-06-30 | $105.5M | -3.6% | $-6.3M | -122.1% | -6.0% |
Q1 2025 2025-03-31 | $87.0M | -13.7% | $18.2M | -27.1% | 20.9% |
Q4 2024 2024-12-31 | $134.8M | — | $667.0K | — | 0.5% |
Q3 2024 2024-09-30 | $118.6M | +35.2% | $-7.3M | -104.9% | -6.2% |
Q2 2024 2024-06-30 | $109.4M | -10.4% | $28.6M | -29.9% | 26.2% |
Q1 2024 2024-03-31 | $100.8M | — | $24.9M | — | 24.7% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Operative Builders · SIC 1531
Your notes
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Insider activity
Insider buying
$200.0K
Insider selling
$0
Net activity
+$200.0K
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns UHG
Institutional value
$5.5M
Total shares held
4.8M
Distinct holders
18
-9 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Fidelity National Financial, Inc. | 2.8M | $3.2M | +0 (+0.0%) | No change |
| 2 | Cetera Investment Advisers | 1.3M | $1.4M | +0 (+0.0%) | No change |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 428.1K | $496.6K | — | New |
| 4 | VANGUARD FIDUCIARY TRUST CO | 66.2K | $76.8K | — | New |
| 5 | VELA Investment Management, LLC | 56.0K | $65.0K | — | New |
| 6 | ABC ARBITRAGE SA | 36.6K | $42.4K | — | New |
| 7 | BlackRock, Inc. | 27.9K | $32.4K | +2.2K (+8.5%) | Added |
| 8 | Concurrent Investment Advisors, LLC | 24.0K | $27.9K | — | New |
| 9 | DIVERSIFY WEALTH MANAGEMENT, LLC | 19.0K | $22.4K | — | New |
| 10 | UBS Group AG | 4.3K | $5.0K | -8.3K (-66.0%) | Trimmed |
| 11 | Vanguard Global Advisers, LLC | 4.2K | $4.9K | — | New |
| 12 | Hilton Head Capital Partners, LLC | 3.5K | $4.1K | — | New |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 181 | $210 | -28 (-13.4%) | Trimmed |
| 14 | JPMORGAN CHASE & CO | 114 | $133 | +0 (+0.0%) | No change |
| 15 | STONERIDGE INVESTMENT PARTNERS LLC | 55.0K | $64 | +0 (+0.0%) | No change |
| 16 | SBI Securities Co., Ltd. | 5 | $6 | -2 (-28.6%) | Trimmed |
| 17 | WELLS FARGO & COMPANY/MN | 3 | $3 | — | New |
| 18 | CITIGROUP INC | 1 | $1 | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With the Stanley Martin deal at just $1.18/share, what specific competing bids or valuations did the special committee reject, and why?
- 2
Five directors resigned around the October strategic review conclusion—what governance disputes drove those departures and do they implicate the Merger process?
- 3
Given 96% of your 7,200 lots are option-controlled, what lot deposit forfeitures or impairments have you taken as sales pace slowed?
Refreshed when UHG files a new report · last from 2026-03-13