---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-037047"
form_type: "8-K"
ticker: "DFH"
cik: "0001825088"
company_name: "Dream Finders Homes, Inc."
filed_at: "2026-05-21T11:02:23+00:00"
generated_at: "2026-05-21T11:07:21.875733+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Dream Finders proposes to acquire Beazer Homes for $25.75/share all-cash, ~40% premium

## Summary
- Dream Finders submitted proposal on May 5, 2026 to acquire Beazer at $25.75/share, equity value ~$704 million.
- Offer represents ~40% premium to Beazer's May 5 closing price and 25% premium to 30-day VWAP.
- Beazer board rejected proposal and refuses to engage; Dream Finders urges shareholders to press for talks.
- Financing letters from Goldman Sachs, BofA, Kennedy Lewis provide high confidence on funding.
- Dream Finders highlights Beazer's chronic underperformance across margins, growth, and returns vs. peers.

## SEC filing metadata
- accession: 0001628280-26-037047
- form_type: 8-K
- ticker: DFH
- cik: 0001825088
- company_name: Dream Finders Homes, Inc.
- filed_at: 2026-05-21T11:02:23+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1825088/000162828026037047/0001628280-26-037047-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1825088/000162828026037047/dream-20260521.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-037047
- JSON: https://secwatch.observer/filing/0001628280-26-037047.json
- Plain text: https://secwatch.observer/filing/0001628280-26-037047.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.