Century Communities, Inc.
CCS · Operative Builders · 28.8M shares · +1%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$18M (gross $19M, SBC $37M)
Reference price $72.32 · est. market cap ~$2.1B — last insider sale, 2026-02-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C57Large affordable-focused homebuilder with below-average returns in a softening housing cycle.
Strengths
- Positive FCF $124M; profitable with diversified 16-state footprint and affordable product mix
- Captive Financial Services and move-in-ready model support velocity
Risks
- Sub-par returns: ROE 5.7% (20th pct), ROA 3.3% (31st pct), net margin 3.6% (23rd pct)
- Demand fell in 2025 on rates/affordability; substantial indebtedness and cyclicality
Notable findings
- Strong balance sheetStrong balance sheet — $109M cash & investments
- Revenue declineRevenue -36.0% YoY
- Insider sellingInsider selling — 2 open-market sale(s) by 1 insider(s) (~$7M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
3.6%
Return on equity
5.7%
Return on assets
3.3%
Revenue growth (QoQ)
-36.0%
Net-income growth
-55.8%
Free cash flow
$124M
Tangible book value
$2.6B
Cash & investments
$109M
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-06 | GUERICKE KEITH R | Grant | 3.2K | — |
| 2026-05-06 | Lippman James M | Grant | 3.2K | — |
| 2026-05-06 | Box John P | Grant | 3.2K | — |
| 2026-05-06 | Ramirez Elisa Z | Grant | 3.2K | — |
| 2026-05-06 | Arvielo Patricia L. | Grant | 3.2K | — |
| 2026-02-12 | Francescon Dale | Sell | 88K | $72.32 |
| 2026-02-12 | Francescon Dale | Sell | 12K | $73.29 |
| 2026-02-08 | DIXON JOHN SCOTT | Option exercise | 2.1K | — |
| 2026-02-08 | DIXON JOHN SCOTT | Option exercise | 97 | — |
| 2026-02-08 | DIXON JOHN SCOTT | Tax withheld | 641 | $69.79 |
| 2026-02-07 | DIXON JOHN SCOTT | Option exercise | 1.9K | — |
| 2026-02-07 | DIXON JOHN SCOTT | Option exercise | 58 | — |
| 2026-02-07 | DIXON JOHN SCOTT | Tax withheld | 575 | $69.79 |
| 2026-02-05 | DIXON JOHN SCOTT | Option exercise | 2.2K | — |
| 2026-02-05 | DIXON JOHN SCOTT | Option exercise | 40 | — |
| 2026-02-05 | DIXON JOHN SCOTT | Tax withheld | 741 | $69.58 |
| 2026-02-04 | Francescon Robert J | Grant | 198K | — |
| 2026-02-04 | Francescon Robert J | Tax withheld | 84K | $68.81 |
| 2026-02-04 | Francescon Dale | Grant | 198K | — |
| 2026-02-04 | Francescon Dale | Tax withheld | 84K | $68.81 |
| 2026-02-03 | Lippman James M | Gift | 7.7K | — |
| 2025-08-01 | DIXON JOHN SCOTT | Tax withheld | 732 | $57.71 |
| 2025-08-01 | DIXON JOHN SCOTT | Option exercise | 1.6K | — |
| 2025-08-01 | DIXON JOHN SCOTT | Option exercise | 25 | — |
| 2025-05-12 | Ramirez Elisa Z | Buy | 400 | $55.74 |
| 2025-05-09 | Ramirez Elisa Z | Buy | 500 | $54.68 |
| 2025-05-09 | Ramirez Elisa Z | Buy | 500 | $54.68 |
| 2025-05-07 | GUERICKE KEITH R | Grant | 3.3K | — |
| 2025-05-07 | Box John P | Grant | 3.3K | — |
| 2025-05-07 | Arvielo Patricia L. | Grant | 3.3K | — |
| 2025-05-07 | Ramirez Elisa Z | Grant | 3.3K | — |
| 2025-05-07 | Lippman James M | Grant | 3.3K | — |
| 2025-04-28 | Ramirez Elisa Z | Buy | 1.5K | $53.86 |
| 2025-02-09 | DIXON JOHN SCOTT | Option exercise | 1.5K | — |
| 2025-02-09 | DIXON JOHN SCOTT | Option exercise | 65 | — |
| 2025-02-09 | DIXON JOHN SCOTT | Tax withheld | 463 | $73.89 |
| 2025-02-08 | DIXON JOHN SCOTT | Option exercise | 2.1K | — |
| 2025-02-08 | DIXON JOHN SCOTT | Option exercise | 54 | — |
| 2025-02-08 | DIXON JOHN SCOTT | Tax withheld | 628 | $73.89 |
| 2025-02-07 | DIXON JOHN SCOTT | Tax withheld | 657 | $73.89 |
| 2025-02-07 | DIXON JOHN SCOTT | Option exercise | 1.9K | — |
| 2025-02-07 | DIXON JOHN SCOTT | Option exercise | 23 | — |
| 2025-02-05 | Francescon Robert J | Grant | 211K | — |
| 2025-02-05 | Francescon Robert J | Tax withheld | 90K | $76.83 |
| 2025-02-05 | Francescon Dale | Grant | 211K | — |
| 2025-02-05 | Francescon Dale | Tax withheld | 90K | $76.83 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-07 | Shareholder voteExhibits | filing ↗ |
| 2026-04-22 | ResultsExhibits | filing ↗ |
| 2026-01-28 | ResultsExhibits | filing ↗ |
| 2025-10-22 | ResultsExhibits | filing ↗ |
| 2025-09-17 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-09-04 | Material agreementOtherExhibits | filing ↗ |
| 2025-09-03 | OtherExhibits | filing ↗ |
| 2025-07-23 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-07 | 2026-05-06 | 0001140361-26-019396 ↗ |
| 10-Q | 2026-04-23 | 2026-03-31 | 0001576940-26-000026 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0001576940-26-000024 ↗ |
| 10-K | 2026-01-29 | 2025-12-31 | 0001576940-26-000005 ↗ |
| 8-K | 2026-01-28 | 2026-01-28 | 0001576940-26-000003 ↗ |
| 10-Q | 2025-10-23 | 2025-09-30 | 0001576940-25-000069 ↗ |
| 8-K | 2025-10-22 | 2025-10-22 | 0001576940-25-000064 ↗ |
| 8-K | 2025-09-17 | 2025-09-17 | 0001140361-25-035256 ↗ |
| 8-K | 2025-09-04 | 2025-09-03 | 0001140361-25-034013 ↗ |
| 8-K | 2025-09-03 | 2025-09-03 | 0001140361-25-033731 ↗ |
| 10-Q | 2025-07-24 | 2025-06-30 | 0001576940-25-000056 ↗ |
| 8-K | 2025-07-23 | 2025-07-23 | 0001576940-25-000054 ↗ |