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The Earnings360 Team
Tuesday's Bonus 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 companies. However, it may be on track for a recovery, as easing interest rates and moderating home prices have triggered a slow trickle of 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 improving housing market trends. 2026 may be a pivotal year for their stock-price action, which is likely to trend higher over the long term as the underlying businesses grow, sustain cash flow, and drive capital returns for investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount The world's wealthiest individuals are making huge moves with their money.
Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion.
What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It's something we haven't see in America for more than a century. For the full story, click here. D.R. Horton, the largest homebuilder in the United States, faces pressure in 2025 as falling home prices weigh on revenue, even as volume growth continues. Volume increases are important because they help sustain the company’s cash flow and capital-return program, including buybacks and dividends. Although the company's guidance includes a reduced forecast for share repurchases, buybacks are still expected to be meaningful—roughly 5.8% of the late-November market cap—helping offset the nearly 10% decline posted in FY2025 and supporting results as the housing recovery strengthens. The DHI dividend is modest, yielding about 1.25% while the stock trades near $145, but it is reliable and has grown at roughly triple the pace of inflation. The payout ratio is below 15% of earnings, and share buybacks support per-share metrics by offsetting the impact of annual dividend increases. The most recent capital-return actions meaningfully benefited investors, and another substantial increase in returns is likely in 2026. Analyst sentiment is mixed, with a few price-target reductions offset by increases, but overall the trend is constructive because revisions remain clustered around the consensus. Institutional investors are also buying: institutions own more than 90% of the stock and were net buyers 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 relative to Home Depot, in part because Lowe’s has lower exposure to storm-related disruptions. A key development is growth in its professional contractor business, supported by the strategic acquisition of Foundation Building Materials. No buybacks occurred in Q3 as the company preserved capital during the acquisition, though earlier repurchases in fiscal 2025 reduced the share count by roughly 1%. Repurchases 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 a period of pressure from tariffs, competition, and a dividend cut. The sell-off looks overextended, and the company could be positioned for a rebound. Although the dividend was cut, the yield remains near 5%, and the payout ratio is under 65%, which is reasonable for a company of its size. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances improves. Analyst coverage is cautious but consistent with a potential rebound, with consensus estimates implying about 15% upside. Institutional activity is a stronger signal: institutions have been net buyers in 2025, acquiring roughly $3 of shares for every $1 sold, and they now own more than 90% of the stock. That institutional base provides support and suggests meaningful upside from current levels, which are near lows last seen during the COVID-19 sell-off in 2020. 
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