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The Earnings360 Team
Additional Reading from MarketBeat 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 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 could be a pivotal year for their stock performance, which is likely to trend higher over the longer term as the businesses grow, sustain cash flow, and drive capital returns for investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount 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. Still, higher volumes are important: they help sustain the company’s cash flow and capital-return program, which includes buybacks and dividends. Although the company's guidance includes a reduced forecast for share buybacks, buybacks are still expected to remain meaningful at roughly 5.8% of the late-November market cap. Those repurchases add to the nearly 10% reduction in shares outstanding in FY2025 and are likely to be sustained or increased 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 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 dilutionary effect of annual dividend increases. The most recent capital-return program delivered about a 13% benefit to investors, and another substantial increase is likely in 2026. Analyst sentiment is mixed, with some price-target reductions offset by increases, but overall the tone remains constructive as revisions cluster around the consensus. Institutions are buying: they own more than 90% of the stock and were net buyers in Q4, purchasing more than $2 for every $1 sold in the first half of the quarter. The analyst consensus implies a small, single-digit upside in 2025, with room to rise over time. 
Lowe’s Poised to Trend Higher in 2026 on Expanding Pro Exposure Lowe’s fiscal Q3 release highlighted resilience relative to Home Depot, largely because of lower exposure to storm-related disruptions. A key takeaway was growth in its professional-contractor segment, supported by the strategic acquisition of Foundation Building Materials. No buybacks occurred in Q3 as the company preserved capital during the acquisition, but share 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 more than 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 challenges from tariffs, competitive pressure, and a dividend cut. The sell-off appears overextended, and a rebound could be coming for the appliance manufacturer. Although the dividend was reduced, the yield remains nearly 5%, and the payout ratio is under 65%, roughly in line with other large-cap consumer appliance peers. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances strengthens. Analyst coverage is cautious but is consistent with a rebound, with the consensus implying about 15% upside. Institutional activity is more encouraging: in 2025 institutions net bought roughly $3 of shares for every $1 sold. With institutions owning more than 90% of the float, that provides a supportive ownership base likely to remain intact into 2026. The stock now trades near levels not seen since the COVID-19 lows in 2020, suggesting meaningful upside potential from here. 
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