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The Earnings360 Team
Monday's Bonus Article 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 appears to be on track for a recovery: easing interest rates and stabilizing home prices have triggered a slow 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 as housing-market trends improve. 2026 may be a pivotal year for their stock performance, which is likely to trend higher over the long term as the businesses grow, sustain cash flow, and return capital to investors. D.R. Horton: The Nation's Largest Homebuilder at a 25% Discount Imagine getting the combined insight of three seasoned traders — with decades of experience in hedge funds, pattern recognition, and market flow analysis — delivered to you every single market day. Their approach focuses on identifying where capital is moving right now, then narrowing it to the top 3–5 stocks showing the strongest signals.
Along with that daily list, you'll also get the single trade setup their research desk believes deserves the most attention. It's a simple way to stay aligned with real-time market activity without spending hours scanning charts yourself. Get the daily scans and today's #1 trade setup here 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 — they help sustain the company's cash flow and support its capital-return program, including buybacks and dividends. Although guidance includes a reduced forecast for share repurchases, buybacks are still expected to be meaningful, totaling roughly 5.8% of the late-November market cap. The company also posted an almost 10% decline in FY2025; buybacks and dividend support are likely to be sustained — and could increase — as the housing recovery takes hold. The DHI dividend is modest, yielding about 1.25% while the stock trades near $145. The payout has been reliable and has increased at about 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 effect of annual dividend increases. The most recent dividend increase was roughly 13% for investors, and another substantial increase is possible in 2026. Analyst sentiment is mixed: a few price-target reductions have been offset by upgrades, leaving estimates clustered around the consensus. Meanwhile, institutional investors are net buyers. Institutions own more than 90% of the stock and were net buyers in early Q4, purchasing more than $2 for every $1 sold. The consensus implies a small, single-digit upside in 2025, which is likely to improve over time. 
Lowe's Poised to Trend Higher in 2026 on Expanding Pro Exposure Lowe's fiscal Q3 release highlighted resilience versus Home Depot, in part because Lowe's has lower exposure to storm-related disruptions. A key development was growth in the professional contractor business, supported by the strategic acquisition of Foundation Building Materials. No buybacks occurred in Q3 while capital was preserved for the acquisition, but earlier repurchases in fiscal 2025 reduced shares outstanding by roughly 1%. Buybacks are expected to resume in 2026 as free cash flow improves. Lowe's also offers an attractive dividend yield above 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, competition, and a dividend cut. The sell-off appears overextended, and a rebound could be coming for this appliance maker. Although reduced, the dividend yield remains near 5%, and the payout ratio is below 65%, which is reasonable for a blue-chip of this size. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as appliance demand recovers. Analyst coverage is cautious but generally points to a rebound, with the consensus implying about 15% upside. Institutional activity is a more telling indicator: institutions netted roughly $3 in purchases for every $1 sold in 2025. With institutions owning more than 90% of the stock, that provides a solid base likely to remain in place in 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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