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The Earnings360 Team
Just For You 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. Given 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 performance, which is likely to trend higher over the long term as the underlying businesses grow, sustain cash flow, and return capital to investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount Central banks and major institutions have been increasing their gold holdings at one of the fastest paces in decades — and Dr. David Eifrig believes this trend reflects deeper shifts in the financial system that most everyday investors aren't seeing. After four decades in the markets, including time on a trading desk during 1987's Black Monday, he says this surge isn't just a reaction to price movements but part of a broader realignment that could influence savings, investments, and even borrowing costs.
Eifrig recently released a new briefing explaining what's driving this global accumulation, what it may mean for individual investors, and the practical steps he recommends considering now. During Stansberry's Black Friday event, his latest research is also available at the lowest access price of the year. Click here to get the full briefing and Black Friday access 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 key—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, buybacks are still expected to be meaningful—approximately 5.8% of the late-November market cap. That would follow nearly 10% of repurchases completed in FY2025 and is likely to be sustained or increased as the housing recovery strengthens. DHI's 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 help support per-share metrics by offsetting the impact of annual dividend increases. Recent capital-return actions were worth about 13% for investors, and another substantial increase is likely in 2026. Analyst sentiment is mixed, with a few price-target reductions offsetting increases. Overall, the revisions cluster around the consensus and remain broadly constructive, and institutions are buying. The consensus offers a small, single-digit upside in 2025, but it is likely to trend higher over time. Institutional activity is notable: 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 of 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 because capital was preserved for the acquisition, 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 struggles with tariffs, increased competition and a dividend cut. The sell-off appears overextended, so a rebound may be coming for the appliance manufacturer. Although the dividend was cut, the yield remains nearly 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 tepid but still points to a rebound, with the consensus implying roughly 15% upside. More tellingly, institutional activity has netted about $3 in purchases for each $1 sold in 2025. With institutions owning more than 90% of the stock, that provides a solid base likely to hold into 2026. The stock now trades near levels not seen since the COVID-19 crash of 2020, suggesting significant upside potential from here. 
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