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The Earnings360 Team
Saturday's Bonus Content 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 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 in the long term as the underlying businesses grow, sustain cash flow, and deliver capital returns to investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount Some of Wall Street's biggest players have been taking advantage of the same early-morning price behavior for years — a pattern that appears shortly after the opening bell when overnight institutional flows hit the market. Most retail traders never notice it, but Dave Aquino has spent years studying this window and developed a simple routine built to capitalize on it without relying on news or predictions.
He calls it the Good Morning Cash Plan — a single morning setup designed to give traders a structured, rules-based approach before the day even begins. Dave breaks down the full method in a free training session, including how he identifies the setup each morning. Watch the Good Morning Cash Plan training here 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 the company's guidance includes a reduced forecast for share repurchases, buybacks are still expected to be meaningful at roughly 5.8% of the late-November market cap. This follows a nearly 10% decline posted in FY2025, and the capital-return program will likely be sustained—or even increased—as the housing recovery strengthens. The DHI dividend is modest, yielding about 1.25% while trading near $145, but it is reliable and has been growing 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 dividend increases. The most recent dividend raise amounted to about a 13% increase 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 remain clustered around the consensus. Meanwhile, institutional investors are accumulating shares. The consensus offers a small, single-digit upside in 2025, but that outlook is likely to improve over time. Institutions own more than 90% of the stock and, in the first half of Q4, were buying at a pace of more than $2 for every $1 sold. 
Lowe’s Poised to Trend Higher in 2026 on Expanding Pro Exposure Lowe’s fiscal Q3 release showed resilience relative to Home Depot, largely because Lowe’s has lower exposure to storm-related disruptions. The key highlight was growth in its professional contractor business, supported by the strategic acquisition of Foundation Building Materials. While no buybacks occurred in Q3 as the company preserved capital during the acquisition, share repurchases earlier 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 struggles with tariffs, increased competition, and a dividend cut. The sell-off appears overextended, and a rebound may be coming for this appliance maker. Although reduced, the dividend yield remains near 5%, and the payout ratio is below 65%, broadly in line with other large blue chips. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances improves. Analyst coverage is cautious but generally supports a stock price rebound, with the consensus implying about 15% upside. Institutional activity is more encouraging: institutions netted roughly $3 in purchases for every $1 sold in 2025 and now own more than 90% of the stock. That ownership provides a solid base likely to remain steady into 2026. The stock is trading near levels not seen since the COVID-19 crash of 2020, suggesting meaningful upside potential from here. 
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