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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 retailers. However, it appears to 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 dependable 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 trends. 2026 could be a pivotal year for their share performance, which is likely to trend higher over the long term as the businesses grow, sustain cash flow, and return capital to investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount Tim Bohen says it doesn't matter whether AI stocks surge, slip, or move sideways — his newest setup is built to work across all three. It's a simple "win/win" style plan focused on a key piece of the AI supply chain that every major tech company depends on, making it one of the most adaptable ideas he's shared this year.
This holiday season, I'm giving you more than just my "win either way" trade plan for AI. Check out all the bonuses you'll get for just $1. Unlock Tim's #1 AI trade plan for $1 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 its capital-return program, including buybacks and dividends. Although management's guidance calls for a reduced forecast for share repurchases, buybacks are still expected to be robust at roughly 5.8% of the late-November market cap. These repurchases follow a nearly 10% decline posted in FY2025 and are likely to be sustained or increased next year as the housing recovery strengthens. The DHI dividend yields about 1.25% while the stock trades 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 buybacks support per-share metrics by offsetting the impact of annual dividend increases. The most recent combination of dividend growth and buyback activity delivered roughly a 13% benefit for investors, and another substantial increase is likely in 2026. Analyst sentiment is mixed: a few price-target reductions have been offset by increases, but overall the revisions cluster around the consensus. Institutional investors continue to buy; they own more than 90% of the stock and purchased at a pace of more than $2 for every $1 sold in the first half of Q4. The consensus offers a small, single-digit upside in 2025 but is likely to trend higher over time. 
Lowe’s Poised to Trend Higher in 2026 on Expanding Pro Exposure Lowe's fiscal Q3 release showed resilience relative to Home Depot, in part because Lowe's has lower exposure to storm-related disruptions. A key highlight was growth in its professional contractor segment, supported by the strategic acquisition of Foundation Building Materials. No buybacks occurred in Q3 as capital was preserved for 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 annual pace. 
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 appears overextended, and a rebound may be coming for the appliance maker. Despite the cut, the dividend yield remains attractive at nearly 5%, and the payout ratio is under 65%, which is broadly in line with other large blue-chip peers. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances recovers. Analyst coverage is tepid but still implies roughly a 15% upside at the consensus. More telling is institutional activity: buyers netted about $3 of shares for each $1 sold in 2025. Institutions now own more than 90% of the stock, providing a sturdy base that is likely to remain in place in 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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