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The Earnings360 Team
Additional Reading from MarketBeat Media 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 is still in rough shape, impacting performance for all companies in the sector—from homebuilders to home improvement companies. However, it may be on track for a recovery, as easing interest rates and home prices have triggered a slow trickle of improvement that is expected to strengthen in 2026. With risks largely priced in and reliable capital returns, 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 may be a pivotal year for their stock performance, which could trend higher over the long term as these businesses grow, sustain cash flow, and return capital to investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount A Historic Gold Announcement Is About to Rock Wall Street?
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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 Lowe's has lower exposure to storm-related disruptions. A key takeaway was growth in its professional contractor segment, supported by the strategic acquisition of Foundation Building Materials. While no buybacks occurred in Q3 as capital was conserved 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) stock is trading near long-term lows after struggles with tariffs, heightened competition, and a dividend cut. The sell-off looks overextended, however, and a rebound may be coming for the appliance maker. Although reduced, the dividend yield remains attractive at nearly 5%, and the payout ratio is below 65%, which is reasonable relative to peers of similar size. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances improves. Analyst coverage is tepid but points to a rebound, with the consensus forecasting roughly 15% upside. Institutional activity has been notable: institutions netted approximately $3 in purchases for each $1 sold in 2025. By owning more than 90% of the stock, institutions provide a supportive base that is likely to hold into 2026. The stock now trades near levels not seen since the COVID-19 crash of 2020, suggesting significant upside potential from current levels. 
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