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The Earnings360 Team
Featured Article 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 across the sector—from homebuilders to home improvement companies. However, it may be on the verge of a recovery: easing interest rates and moderating home prices have produced a slow improvement that is expected to strengthen in 2026. With risks largely priced in 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 as housing-market trends improve. 2026 could be a pivotal year for their share-price performance, which should trend higher over the long term as these businesses grow, sustain cash flow, and return capital to shareholders. 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. 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 buybacks, repurchases are still expected to be meaningful, at roughly 5.8% of the late-November market cap. 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 annual dividend increases. The most recent dividend increase boosted investor returns by about 13%, and another substantial increase is likely in 2026. Analyst sentiment is mixed, with a few price-target reductions offset by upgrades, but the overall tone remains constructive as revisions cluster around the consensus and institutions are buying. The consensus implies only a small, single-digit upside in 2025, but that estimate is likely to rise over time. Institutional activity is strong: institutions own more than 90% of the stock and were net buyers in the first half of Q4, 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 relative resilience versus Home Depot, helped in part by lower exposure to storm-related disruptions. The standout 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 for the acquisition, 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, pricing competition, and a dividend cut. The sell-off looks overextended, though, and a rebound could be coming for the appliance maker. Even after the cut, the dividend yield remains near 5%, and the payout ratio is below 65%, broadly in line with comparable large caps. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances improves. Analyst coverage is tepid, but the consensus still implies about 15% upside. More telling is the institutional activity: institutions have net bought approximately $3 of shares for every $1 sold in 2025 and now own more than 90% of the stock. That ownership base provides a solid floor and supports the potential for significant upside from current levels, which are near lows not seen since the COVID-19 drop in 2020. 
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