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The Earnings360 Team
Friday's Featured Story These 3 Housing Stocks Are Laying the Foundation for a ComebackWritten by Thomas Hughes. Published 11/25/2025. 
Key Points - The housing market is beginning a slow recovery, with improvement expected to strengthen in 2026.
- D.R. Horton, Lowe’s, and Whirlpool are positioned to benefit from this rebound through volume growth, capital returns, and institutional support.
- Analyst and institutional sentiment signal long-term upside potential for these undervalued stocks.
The housing market remains in rough shape, weighing on companies across the sector—from homebuilders to home-improvement retailers. But it may be on the mend: easing interest rates and stabilizing home prices have sparked a gradual improvement that is expected to gain strength in 2026. With much of the risk already priced in and with reliable capital-return programs, companies such as D.R. Horton (NYSE: DHI), Lowe’s (NYSE: LOW), and Whirlpool (NYSE: WHR) are well-positioned to benefit from improving housing-market trends. 2026 could be a pivotal year for their stocks; over the longer term they may trend higher as the underlying businesses grow, sustain cash flow, and return capital to shareholders. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount DOGE payouts are already moving. Every 90 days, billions flow out — whether you've claimed your share or not. Don't miss your chance. Click here for the full details. D.R. Horton, the largest homebuilder in the United States, faces pressure in 2025 as falling home prices weigh on revenue despite ongoing volume growth. Those volume increases are important—they help sustain the company's cash flow and capital-return program, including buybacks and dividends. Although the company guided for reduced share repurchases, buybacks are expected to remain robust at roughly 5.8% of its late-November market cap. These repurchases follow a nearly 10% share-price decline in FY2025 and are likely to be sustained—or increased—as the housing recovery strengthens. The DHI dividend is modest, yielding about 1.25% while the stock trades near $145, but it has been reliable and growing at roughly three times the pace of inflation. The payout ratio is below 15% of earnings, and share buybacks help support per-share metrics by offsetting the impact of annual dividend increases. The most recent dividend increase was about 13%, and another substantial rise is possible in 2026. Analyst sentiment is mixed: a few price-target cuts have been offset by raises, leaving the consensus essentially unchanged and still mildly bullish. The consensus implies only small, single-digit upside in 2025 but should improve over time. Institutional activity has been strong—institutions own more than 90% of the shares and bought over $2 for every $1 sold during the first half of Q4. 
Lowe’s Poised to Trend Higher in 2026 on Expanding Pro Exposure Lowe’s fiscal Q3 release highlighted resilience compared with Home Depot, largely because of lower exposure to storm-related disruptions. The key takeaway was growth in Lowe's professional contractor market, supported by the strategic acquisition of Foundation Building Materials. While no buybacks occurred in Q3 as capital was preserved for the acquisition, share repurchases earlier in fiscal 2025 reduced the share count by roughly 1%. Buybacks are expected to resume in 2026 as free cash flow improves. Lowe's also offers an attractive dividend yield of over 2%, which is expected to grow at a low single-digit pace annually. 
Whirlpool: A 5% Yield and Stock Price That Can Double Whirlpool’s (NYSE: WHR) shares are trading near long-term lows after struggles with tariffs, heightened competition, and a dividend cut. The sell-off appears overextended, and a rebound may be developing for the appliance maker. Despite the cut, the dividend yield remains attractive at nearly 5%, and the payout ratio is below 65%, roughly in line with comparable blue chips. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances rebounds. Analyst coverage is tepid but still points to a rebound, with the consensus implying roughly 15% upside. More telling is the institutional activity, which has netted approximately $3 bought for each $1 sold in 2025. Institutions now own more than 90% of the shares, providing a stable base heading into 2026. The stock trades near levels not seen since the COVID-19 crash of 2020, suggesting meaningful upside potential from here. 
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