DHI

I track an investable universe of 50 high-quality dividend growth stocks to identify attractive entry points based on valuation and future return potential. Applied Materials, D.R. Horton, and Home Depot saw notable ranking improvements due to upgraded EPS growth estimates and/or favorable valuation shifts. 44 out of 50 stocks currently offer a forward return estimate of at least 10%, with 32 appearing potentially undervalued based on free cash flow mean reversion.

D.R. Horton (DHI) concluded the recent trading session at $133.23, signifying a -1.31% move from its prior day's close.

The latest trading day saw D.R. Horton (DHI) settling at $139.42, representing a -1.48% change from its previous close.

Cotality's chief economist Selma Hepp warns the 30-year fixed mortgage rates could spike to 9% if inflation reaccelerates and growing fiscal deficit drive long-term US Treasury yields up further. While not her base case, Hepp emphasized in a recent CNBC interview that such an “extreme” rate environment will severely paralyze housing activity, deepening the affordability crisis and freezing existing inventory as homebuyer demand collapses.

Following bouts of considerable underperformance, notable names across the housing, restaurant, and aviation industries have announced significant buyback programs. This includes a top U.S. homebuilder that now has buyback capacity equal to more than 10% of its market capitalization.

Lennar, the nation's third-largest home builder, had a earnings miss last week. But it wasn't inflation driving up construction materials or tariffs or wages or any of the other usual suspects that stood out.

In the most recent trading session, D.R. Horton (DHI) closed at $138.32, indicating a -1.34% shift from the previous trading day.

President Donald Trump has disclosed over 20,000 stock trades made over the past 12 months. The trades, which the White House says Trump has no knowledge of, span a wide range of sectors and dollar amounts.

Two recent data points are shaking homebuilder stocks. The 10-year Treasury note briefly hit 5%, and the rate on a 30-year fixed mortgage climbed back to 7%.

The latest trading day saw D.R. Horton (DHI) settling at $135.57, representing a -2.42% change from its previous close.