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Additional Reading from MarketBeat.com 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 many risks already 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 could be a pivotal year for their stock performance, which may trend higher over the long term as the underlying businesses grow, sustain cash flow, and return capital to shareholders. D.R. Horton: The Nation’s Largest Homebuilder at a 25% Discount Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II.
They reveal why Trump is mobilizing America's tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes. Watch the National Emergency broadcast 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. Those volume gains are important because they help sustain the company's cash flow and capital-return program, including buybacks and dividends. Although company guidance reflects a reduced forecast for share repurchases, buybacks are still expected to be meaningful—roughly 5.8% of its late-November market capitalization. That level of buybacks would come on top of a challenging FY2025 and is likely to be sustained or increased as the housing recovery strengthens. The DHI dividend yields about 1.25% while the stock trades near $145. It is modest but reliable and has been increasing 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 effect of annual dividend increases. The most recent increase delivered about a 13% benefit to investors, and another meaningful increase is likely in 2026. Analyst sentiment is mixed: some price targets have been reduced while others have been raised, but revisions remain clustered around the consensus and institutions are buying. The consensus implies only a small, single-digit upside in 2025, but that outlook is likely to improve over time. Institutional activity is particularly notable, with institutions owning more than 90% of the stock and 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 relative to Home Depot, in part because Lowe's has lower exposure to storm-related disruptions. The key takeaway was growth in its professional contractor business, supported by the strategic acquisition of Foundation Building Materials. No buybacks occurred in Q3 as the company preserved capital during the acquisition, though 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 increase at a low single-digit annual pace. 
Whirlpool: A 5% Yield and Stock Price That Could Double Whirlpool (NYSE: WHR) is trading near long-term lows after struggles with tariffs, heightened competition, and a dividend cut. The sell-off appears overextended, however, and a rebound may be coming for the appliance maker. Despite the cut, the dividend yield remains near 5%, and the payout ratio is below 65%, broadly in line with peers of similar size. Earnings growth is forecast to resume in FY2026 and accelerate in FY2027 as demand for appliances improves. Analyst coverage is tepid but does point to a recovery, with the consensus implying roughly 15% upside. More revealing is the institutional activity: institutions have net bought about $3 of Whirlpool shares for every $1 sold in 2025. Institutions now own more than 90% of the stock, providing a strong base that is likely to remain intact in 2026. The shares trade near levels not seen since the COVID-19 crash of 2020, suggesting significant upside potential from here. 
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