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The Earnings360 Team
Today's Featured Article 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 firms. However, it may be on track for a recovery: easing interest rates and stabilizing home prices have triggered a slow improvement that is expected to strengthen in 2026. With many risks already 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 an improving housing market. 2026 could be a pivotal year for their stock performance, which is likely to trend higher over the long term as these businesses grow, sustain cash flow, and deliver capital returns to investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount After picking Nvidia in 2016, before it jumped 27,000%...
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Click here to get the name of this company, completely free of charge... Click here for the 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. Volume increases are important because they help sustain the company’s cash flow and capital return program, including buybacks and dividends. Although company guidance includes a reduced forecast for share buybacks, repurchases are still expected to be meaningful—roughly 5.8% of late-November market capitalization. These buybacks follow a nearly 10% decline in FY2025 and will likely be sustained or increased as the housing recovery strengthens. The DHI dividend yields about 1.25% while trading near $145. It is reliable and has been growing at roughly three times the pace of inflation. The payout ratio is below 15% of earnings, and share repurchases support per-share metrics by offsetting the impact of annual dividend increases. The most recent dividend increase was worth about 13% for investors, and another substantial raise is likely in 2026. Analyst sentiment is mixed: some price-target reductions have offset increases, but overall sentiment remains mildly bullish as revisions cluster around the consensus and institutions are buying. The consensus implies only a small, single-digit upside in 2025, but it is likely to trend higher over time. Institutional activity is robust: institutions own more than 90% of the stock and bought at a pace of more than $2 for every $1 sold in 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 its professional contractor business, supported by the strategic acquisition of Foundation Building Materials. No buybacks occurred in Q3 due to capital preservation during the acquisition, but 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 (NYSE: WHR) is trading near long-term lows after struggles with tariffs, increased competition, and a dividend cut. The sell-off looks overextended, and a rebound may be coming for the appliance maker. Although the dividend was cut, the yield remains attractive at nearly 5%, and the payout ratio—below 65%—is broadly in line with peers. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances picks up. Analyst coverage is tepid but generally points to a modest rebound, with the consensus implying about 15% upside. Institutional activity has been a more telling indicator: institutions have netted roughly $3 bought for every $1 sold in 2025, and by owning more than 90% of the stock they provide a substantial base that could remain steady into 2026. The stock now trades near levels not seen since the COVID-19 sell-off in 2020, suggesting meaningful upside potential from here. 
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