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The Earnings360 Team
Monday's Featured Story 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 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 drive capital returns for investors. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount Bitcoin grabs headlines, but smart money likes this token
My research team has identified the token positioned at the absolute center of this incoming capital flood— a project so fundamentally essential to the crypto ecosystem that institutional investors simply cannot ignore it. Click here to get all the details 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. However, volume increases are critical—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 expected to remain robust at approximately 5.8% of the late-November market cap. These buybacks come after nearly a 10% decline 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 three times the pace of inflation. The payout ratio is below 15% of earnings, and share repurchases help support per-share metrics by offsetting the dilutionary effects of annual dividend increases. The most recent dividend increase boosted payouts by about 13% 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 cluster around the consensus. Institutional investors are active buyers: they own more than 90% of the stock and were net buyers in the first half of Q4, purchasing roughly $2 for every $1 sold. The consensus implies a small, single-digit upside in 2025, but that is likely to rise over time. 
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 takeaway was growth in Lowe’s professional contractor segment, supported by the strategic acquisition of Foundation Building Materials. While no buybacks occurred in Q3 due to capital preservation during 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, intense competition, and a dividend cut. That sell-off appears overextended, and a rebound may be coming for the appliance maker. Although reduced, the dividend yield remains attractive at 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 recovers. Analyst coverage is cautious but generally points to a rebound, with the consensus implying roughly 15% upside. Institutional activity is a more telling indicator: institutions have been net buyers in 2025, acquiring about $3 for each $1 sold. With institutions owning more than 90% of the stock, that provides a stable base likely to remain intact in 2026. The stock now trades near levels not seen since the COVID-19 crash of 2020, suggesting meaningful upside potential from here. 
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