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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 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 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 continue returning capital to shareholders. 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 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 late-November market capitalization. That repurchase pace comes on top of other capital returns that approached nearly 10% in fiscal 2025 and will likely be sustained or increased as the housing recovery strengthens. The DHI dividend is modest, yielding about 1.25% while trading 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 dilution from annual dividend increases. The most recent capital-return action was worth 13% for investors, and another substantial increase is likely in 2026. Analyst sentiment is mixed, with a few price-target reductions offsetting increases, but the overall tone is constructive because most revisions fall close to the consensus. Institutions are buying, too. The consensus offers a modest, single-digit upside in 2025, but it is likely to trend higher over time. Institutional activity is strong: institutions own more than 90% of the stock and were buying at a pace of more than $2 for every $1 sold 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 compared with Home Depot, largely because Lowe’s has lower exposure to storm-related disruptions. The standout was growth in its professional contractor segment, supported by the strategic acquisition of Foundation Building Materials. No buybacks occurred in Q3 as Lowe’s 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 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 running into challenges from tariffs, competition, and a dividend cut. The sell-off looks extended, and a rebound may be forthcoming for the appliance maker. Although the dividend was cut, the yield is still nearly 5%, and the payout ratio remains below 65%, broadly in line with peers. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances recovers. Analyst coverage is tepid, but the consensus points to roughly 15% upside. The more telling indicator is institutional activity, which has netted approximately $3 in purchases for each $1 sold in 2025. With institutions owning more than 90% of the shares, Whirlpool has a deep base of support that should help stabilize the stock into 2026. The shares now trade near levels not seen since the COVID-19 market crash of 2020, suggesting meaningful upside potential from here. 
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