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The Earnings360 Team
For Your Education and Enjoyment 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 across the sector—from homebuilders to home improvement companies. However, easing interest rates and stabilizing home prices have triggered a slow improvement that is expected to strengthen in 2026. With priced-in risks 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 these trends. 2026 may be a pivotal year for their stock-price performance as the underlying businesses grow, sustain cash flow, and return capital to investors. D.R. Horton: The Nation's Largest Homebuilder at a 25% Discount Get the Signals People Wish They Saw Sooner
Market Maven Insights tracks under-the-radar small-cap names and sector momentum in real time—so you're not always reacting late. Join Free — Start Getting Better Insights D.R. Horton, the largest homebuilder in the United States, is under pressure in 2025 as falling home prices weigh on revenue, despite ongoing volume growth. Volume gains are important—they help sustain cash flow and the company's capital-return programs, including buybacks and dividends. Although management trimmed its buyback guidance, share repurchases are still expected to be meaningful—around 5.8% of the late-November market cap. D.R. Horton's stock fell nearly 10% in FY2025; continued buybacks and improving housing market fundamentals should help support a recovery as conditions normalize. The DHI dividend is modest, yielding about 1.25% while the stock trades near $145. The dividend is reliable and has been growing at roughly three times the pace of inflation. The payout ratio remains below 15% of earnings, and share buybacks support per-share metrics by offsetting the effect of annual dividend increases. The most recent dividend increase raised payouts by about 13% for investors, and another sizable boost is likely in 2026. Analyst sentiment is mixed: a few price-target reductions have been offset by upgrades, leaving consensus estimates clustered with modest upside in 2025 that could rise over time. Importantly, institutional investors are buying, owning more than 90% of the stock and purchasing at a rate 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 report showed resilience compared with Home Depot, largely because Lowe's had less exposure to storm-related disruptions. A key takeaway was growth in its professional-contractor business, supported by the strategic acquisition of Foundation Building Materials. No buybacks were executed in Q3 as management preserved capital during the acquisition, but earlier repurchases 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, intensifying competition, and a dividend cut. The sell-off appears overextended, and the company could be positioned for a rebound. Even after the cut, the dividend yield remains near 5%, with a payout ratio below 65%—broadly in line with similar blue-chip appliance makers. Earnings growth is forecast to resume in FY2026 and to accelerate in FY2027 as appliance demand recovers. Analyst coverage is cautious but generally suggests room for a rebound, with a consensus implying roughly 15% upside. Institutional activity is more telling: institutions have net bought about $3 in shares for every $1 sold in 2025, and they now own more than 90% of the stock. That ownership provides a firm base that is likely to hold into 2026. The stock trades near levels not seen since the COVID-19 crash in 2020, indicating significant upside potential from here. 
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