Ryland Group Inc.
 (RYL)

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  • May 15, 2015, 9:07 AM
    • Possibly spooked by the rout in the bond market and what higher interest rates could mean for homebuilders, Raymond James pulls Outperform ratings and cuts price targets on a wide swath of the sector.
    • Ryland Group (NYSE:RYL), Standard Pacific (NYSE:SPG), Pulte Group (NYSE:PHM), M.D.C. Holdings (NYSE:MDC), Lennar (NYSE:LEN), and KB Home (NYSE:KBH) are all cut to Market Perform, while Toll Brothers (NYSE:TOL) is cut to Outperform from Strong Buy. It's unclear if D.R. Horton was similarly downgraded, but its price target is cut to $29 from $31.
    • It's been a rough month for the lot of them, with all (excepting M.D.C.) lower by anywhere from 7%-14% as long-term interest rates have shot higher.
    • PHM is down 1.2% premarket
    • ETFs: ITB, XHB
    | May 15, 2015, 9:07 AM | 6 Comments
  • May 1, 2015, 10:25 AM
    • Ryland Group  (NYSE:RYL) declares $0.03/share quarterly dividend, in line with previous.
    • Forward yield 0.29%
    • Payable July 30; for shareholders of record July 15; ex-div July 13.
    | May 1, 2015, 10:25 AM
  • Apr. 30, 2015, 8:18 AM
    • Q1 net income of $26.5M or $0.47 per share vs. $23.5M and $0.42 one year ago.
    • New orders of 2,389 up 9.3% in units and 11.5% in dollars. Average monthly sales absorption rate of 2.3 homes/community vs. 2.5.
    • Closings of 1,463 vs. 1,470.
    • Backlogs of 3,543 up 6% in units and 11.5% in dollars.
    • Average closing price of $343K up 4.9%.
    • Active communities of 340 up 14.5%.
    • SG&A expenses totaled 12.7% of homebuilding revenue vs. 13% one year ago.
    • Housing gross profit margin of 19.7% down from 21.1%. Sales incentives and price concessions totaled 7.6% of housing revenue vs. 6.4% a year ago.
    • Previously: Ryland Group  beats by $0.02, beats on revenue (April 30)
    • RYL flat premarket
    | Apr. 30, 2015, 8:18 AM | 1 Comment
  • Apr. 30, 2015, 8:01 AM
    • Ryland Group  (NYSE:RYL): Q1 EPS of $0.47 beats by $0.02.
    • Revenue of $517.4M (+5.7% Y/Y) beats by $13.6M.
    | Apr. 30, 2015, 8:01 AM
  • Apr. 23, 2015, 10:17 AM
    • PulteGroup earlier reported disappointing results which included slimming margins and muted price gains. The stock is lower by 8% in morning action.
    • Minutes ago, HUD reported a far larger-than-expected slowdown in new home sales in March - with the South leading the retreat (gotta be the weather?).
    • Toll Brothers (TOL -2.3%), Hovnanian (HOV -1.2%), Lennar (LEN -2.1%), Ryland (RYL -3%), D.R. Horton (DHI -3.4%), KB Home (KBH -3.5%), Beazer Homes (BZH -3%), Standard Pacific (SPF -2.8%).
    • Previously: PulteGroup -7.8% as Q1 results disappoint (April 23)
    • Previously: South leads big decline in new home sales (April 23)
    | Apr. 23, 2015, 10:17 AM | 5 Comments
  • Apr. 22, 2015, 10:52 AM
    | Apr. 22, 2015, 10:52 AM | 2 Comments
  • Apr. 16, 2015, 11:06 AM
    • Housing starts bounced just 2% to 926K in March following February's supposedly weather-related plunge. Expectations had been for a 1.05M starts in March. Gains in the northeast and midwest in March were offset by declines in the south and west.
    • Toll Brothers (TOL -2.4%), Lennar (LEN -2.1%), Hovnanian (HOV -2.8%), PulteGroup (PHM -2%), Ryland (RYL -2.7%), D.R. Horton (DHI -2%), KB Home (KBH -1.9%), Standard Pacific (SPF -2.7%), NVR (NVR -1.3%).
    • Previously: Lame rebound for housing starts (April 16)
    • Previously: Declines in the south and west hold back housing starts (April 16)
    | Apr. 16, 2015, 11:06 AM | 5 Comments
  • Mar. 24, 2015, 10:08 AM
    • New home sales in February at a seasonally-adjusted annualized rate of 539K is the fastest pace in seven years. With January's revision up to 500K (from 481K), it's the fist time sales have hit 500K for two or more consecutive months since early 2008.
    • The median sales price rose 2.6% to $275.5K, and inventory stands at 4.7 months of homes on the market at the current sales pace, down from 5.7 months in January.
    • Homebuilder ETFs: ITB +1.1%, XHB +1.1%.
    • Toll Brothers (TOL +1.3%), Hovnanian (HOV +2.9%), Pulte (PHM +1.8%), Ryland (RYL +1.5%), Lennar (LEN +1.7%), KB Home (KBH +2.4%), Standard Pacific (SPF +1.4%).
    • Full report
    • Previously: New home sales fly past expectations in February (March 24)
    | Mar. 24, 2015, 10:08 AM | 7 Comments
  • Mar. 20, 2015, 11:38 AM
    • A good week for the homebuilders gets better after KB Home's FQ1 cruised through estimates, and the company said recently contracting profit margins are set to turn the other way for the rest of the year (the stock's up 7%).
    • ITB +2.3%, XHB +1.6%
    • Toll Brothers (TOL +3.2%), Hovnanian (HOV +2.5%), Lennar (LEN +3.6%), Pulte (PHM +2.8%), M/I Homes (MHO +3.6%), D.R. Horton (DHI +2.1%), Ryland (RYL +2.4%), Standard Pacific (SPF +2.8%).
    • Previously: KB Home on the move after earnings beat, margin comments (March 20)
    | Mar. 20, 2015, 11:38 AM | 3 Comments
  • Mar. 9, 2015, 3:22 PM
    • "The Texas risk is over-stated," says JMP's Peter Martin, upgrading D.R. Horton (DHI +0.2%), KB Home (KBH +1%), and Ryland Group (RYL +1.4%) to Outperform from Market Perform. Hovnanian (HOV -1.2%), however, is reiterated at Underperform due its 40% exposure in Texas and high level of debt.
    • Homebuilders on average have almost 20% of their business tied to Texas, but Martin says the impact of lower oil prices will be more-than-offset by nationwide employment growth, low interest rates, and an increasing rate of household formation.
    • D.R. Horton - which does about 17% of its business in Texas - is the cheapest large-cap homebuilder, says Martin, noting its particularly large exposure to first-time buyers.
    • Ryland does about 25% of its work in Texas, while KB Homes does 32%. Martin calls KB oversold given frustration over company performance in the last year, but he expects the company to prove it can sustain positive earnings growth, and for the share price then to improve.
    • Previously: Homebuilders upgraded at JMP Securities (March 9)
    | Mar. 9, 2015, 3:22 PM
  • Mar. 9, 2015, 8:01 AM
    • Lifted to Outperform from Market Perform are KB Home (NYSE:KBH), Ryland Group (NYSE:RYL), and D.R. Horton (NYSE:DHI).
    • D.R. Horton is the outperformer of this group over the past year, up about 15%, but Ryland is up 25% since reporting earnings about two months ago. KB Home's had a tough run, down about 25% over the past year.
    • KBH +0.45% premarket
    | Mar. 9, 2015, 8:01 AM | 1 Comment
  • Feb. 27, 2015, 4:33 PM
    • Ryland Group  (NYSE:RYL) declares $0.03/share quarterly dividend, in line with previous.
    • Forward yield 0.26%
    • Payable April 30; for shareholders of record April 15; ex-div April 13.
    | Feb. 27, 2015, 4:33 PM
  • Feb. 24, 2015, 11:09 AM
    | Feb. 24, 2015, 11:09 AM
  • Feb. 23, 2015, 10:51 AM
    • Existing home sales fell more than forecast in January, sliding to the lowest seasonally-adjusted annualized rate since April.
    • Previously: Treasury yields head south following soft home sales report (Feb. 23)
    • Compass Point throws in the towel on its Outperform calls on Standard Pacific (SPF -1.2%) and Beazer Homes (BZH -1.4%), downgrading both to Neutral.
    • ETFs: ITB -0.7%, XHB -0.15%
    • Toll Brothers (TOL -0.5%), Lennar (LEN -1%), Hovnanian (HOV -2.5%), PulteGroup (PHM -0.7%), Ryland (RYL -1.3%), D.R. Hoton (DHI -0.8%).
    | Feb. 23, 2015, 10:51 AM | 4 Comments
  • Feb. 19, 2015, 1:14 PM
    • Rising demand driven by strong household formation in 2014 H2 should be tailwind, says the report, and the seven names targeted by the team give investors exposure to "move-up buyers."
    • "Y/Y growth in average backlog prices was generally ahead of our assumptions in the most recent round of earnings reports, which suggests to us that the move-up buyer is the demographic where our builders can maintain or raise prices."
    • PT changes (mostly thanks to boosted multiples): D.R. Horton (DHI +1.1%) to $28 from $23. Lennar (LEN +0.9%) to $44 from $38. Meritage (MTH -0.5%) to $53 from $42. PulteGroup (PHM +0.8%) to $27 from $23. Ryland (RYL +1.1%) to $53 from $45. Standard Pacific (SPF +0.7%) to $9 from $8. Tri Point Homes (TPH -0.2%) to $18 from $15.
    | Feb. 19, 2015, 1:14 PM | 4 Comments
  • Feb. 6, 2015, 3:05 PM
    • With the 10-year Treasury yield ahead by 12 basis points to 1.94% and short-term interest rate futures moving quickly to price in one more rate hike this year, the homebuilder names are instead choosing to focus on the strongest 3-months of job growth in this country in nearly 20 years.
    • Previously: Rate hike expectations to shift after big jobs report? (Feb. 6)
    • The ITB is up 1.95% and the XHB - more weighted towards suppliers rather than homebuilders - is up 0.6%.
    • Toll Brothers (TOL +0.9%), Lennar (LEN +3%), Hovnanian (HOV +1.7%), Ryland (RYL +1.7%), D.R. Horton (DHI +2.2%), KB Home (KBH +2.8%).
    • Standard Pacific (SPF +5.7%) is the strongest of the bunch after beating Q4 estimates last night. Net new orders of 978 in Q4 rose 11% Y/Y, with the ASP up 10% to $491K.
    • Previously: Standard Pacific beats by $0.01, beats on revenue (Feb. 5)
    | Feb. 6, 2015, 3:05 PM | 4 Comments
Company Description
Ryland Group Inc is a homebuilder and a mortgage-finance company, which consists of five operating segments namelyNorth, Southeast, Texas and West (four geographically determined homebuilding regions); and financial services.