Toll Brothers (TOL) Beat Estimates. Can Affluent Buyers Offset Falling Home Deliveries?
Toll Brothers (TOL) exceeded fiscal third-quarter consensus estimates despite a decline in home-sales revenue due to fewer deliveries and weaker margins. The company's strategy of serving affluent buyers, characterized by high average selling prices and low cancellation rates, helped offset some negative impacts. However, profit still fell significantly, indicating that even affluent demand has limits in counteracting shrinking volumes and declining margins.
D.R. Horton stock holds firm after a $3.2 billion quarter
D.R. Horton (DHI) reported a strong quarter, exceeding revenue and earnings per share estimates with $3.20 EPS on $9.23 billion in revenue. Despite a guidance cut for fiscal 2026 home closings, the stock remained firm, supported by a $0.45 quarterly dividend and a $41.30 billion market value. The company's focus on profit quality amidst a changing homebuilding cycle and its diversified services contribute to its stability.
Why Is PulteGroup (PHM) Up 2.4% Since Last Earnings Report?
PulteGroup (PHM) shares have risen 2.4% since its last earnings report, despite underperforming the S&P 500. The company's Q2 2026 results beat estimates for earnings and revenue, though both declined year-over-year due to a softer housing market. PulteGroup saw reduced home-closing volumes and lower average selling prices, but net new orders increased, showing some positive momentum.
286 Shares in NVR, Inc. $NVR Purchased by Wealthfront Advisers LLC
Wealthfront Advisers LLC recently acquired 286 shares of NVR, Inc. (NYSE:NVR) valued at approximately $1.95 million during the second quarter. Other institutional investors have also taken new positions in the company, with institutional ownership now standing at 83.67%. NVR's stock performance and recent earnings report show it trading at $6,309.44 with a market capitalization of $16.78 billion, and the company beat its consensus EPS estimate for the last quarter.
12 of the 15 major homebuilders tracked by ResiClub are seeing year-over-year margin compression
ResiClub reports that 12 out of 15 major homebuilders are experiencing year-over-year margin compression, a slight improvement from a quarter ago when all 15 faced this issue. On a quarter-over-quarter basis, only 4 of the 15 builders are currently seeing margin compression. The data indicates a recent easing of margin pressures for homebuilders.
D.R. Horton Inc. stock underperforms Thursday when compared to competitors
D.R. Horton Inc. (DHI) shares dropped 2.98% on Thursday, closing at $147.33, amidst a broad market decline where the S&P 500 fell 0.87% and the Dow Jones Industrial Average fell 1.32%. The company's stock is currently 20.17% below its 52-week high of $184.55, which was reached on September 8th.
D.R. Horton’s Index Removal and Softer Trends Could Be A Game Changer For DHI
D.R. Horton (DHI) was removed from the Philippines All Share Index in August 2026 due to softer quarterly results, declining backlog and orders, and reduced return on invested capital. This development raises questions about the homebuilder's ability to maintain profitable growth and challenges the previously optimistic investment narrative around housing demand. The article suggests investors should be aware of how rising incentives and flat pricing could impact D.R. Horton's margin profile moving forward.
D.R. Horton (DHI) Up 6.6% Since Last Earnings Report: Can It Continue?
D.R. Horton (DHI) has seen its shares rise by 6.6% since its last earnings report, outperforming the S&P 500. The company reported better-than-expected Q3 fiscal 2026 earnings and revenues, driven by higher home-closing volumes and contributions from its other business segments, despite facing challenges like lower profitability, elevated incentives, and cautious consumer demand. However, the company trimmed its fiscal 2026 guidance, and estimates have been trending downward, leading to a Zacks Rank #3 (Hold).
Mitsubishi UFJ Asset Management Co. Ltd. Makes New $44.89 Million Investment in NVR, Inc. $NVR
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new stake in NVR, Inc. valued at approximately $44.89 million, purchasing 6,588 shares. This makes them owners of about 0.24% of NVR's stock. The article also details other institutional investor activity, analyst ratings, and NVR's recent financial performance.
BlackRock Inc. Makes New $2 Billion Investment in NVR, Inc. $NVR
BlackRock Inc. has acquired a new stake in NVR, Inc. (NYSE:NVR) during the second quarter, purchasing 294,174 shares valued at approximately $2.004 billion, representing about 10.90% of the company. Other institutional investors have also adjusted their holdings in NVR, with the stock currently 83.67% owned by hedge funds and institutional investors. NVR recently reported Q2 earnings of $83.96 EPS, significantly beating analyst estimates, though revenue was slightly below expectations and down year-over-year.
D.R. Horton Inc (DHI) Shares Surge 4.2% -- What GF Score of 88 T
D.R. Horton Inc (DHI) shares recently surged by 4.2% to $151.86, trading slightly below its GF Value™ of $155.59, suggesting it is slightly undervalued. The company boasts a strong GF Score™ of 88/100, reflecting robust profitability and valuation metrics. However, mixed signals such as insider selling and a P/E ratio significantly above its historical median suggest investors should approach with caution despite the undervaluation.
D.R. Horton Inc. stock outperforms competitors despite losses on the day
Shares of D.R. Horton Inc. (DHI) fell 1.79% to $145.68 on Tuesday, marking its third consecutive day of losses. Despite this decline, the stock outperformed the broader market, as the S&P 500 Index dropped 0.69% and the Dow Jones Industrial Average fell 0.22%.
New Gated Community Launches Modern Homes in Arizona
Century Communities has opened Beaver Creek Preserve in Rimrock, Arizona, a new gated community offering modern one- and two-story homes priced from the mid $300s. The community provides diverse home designs, quality amenities such as a clubhouse and pool, and leverages Century Complete's online homebuying experience. This development addresses the demand for affordable housing in the region and aims to enhance the company's competitive position.
Resilient NVR Inc. stock steadies as homebuilder fundamentals face earnings pressure
NVR Inc. stock is holding a high price despite recent quarterly results showing weaker revenue and earnings compared to last year and peers. The company's unique land-light business model and mortgage operations help justify its premium valuation, even as market data suggests it is significantly overvalued. Investors face a tension between the stock's rich valuation and cooling fundamentals, with analysts predicting future stabilization in housing demand.
Berkshire Reshapes Its Stock Portfolio: ETFs in Focus
Berkshire Hathaway significantly increased its Alphabet (GOOGL) stake in Q2 2026, making it the third-largest holding. The company also boosted its stake in Delta Air Lines, initiated a new position in D.R. Horton, and increased holdings in Lennar and Macy’s, while reducing stakes in Capital One, Nucor, Bank of America, and Kroger. These changes reflect Berkshire's biggest stock-buying quarter in years and highlight potential ETF opportunities for investors.
Morgan Stanley’s troubling housing forecast is playing out now
Morgan Stanley's latest research indicates that housing affordability is unlikely to return to pre-2022 levels, even with moderating mortgage rates. The "lock-in effect" caused by existing homeowners holding low mortgage rates continues to limit housing supply, keeping prices elevated. First-time buyers face challenges with higher credit scores and larger loan requirements, suggesting a structural reset in the housing market rather than a temporary downturn.
D.R. Horton sets BRL 1.59 per unit dividend, payable Aug. 19
D.R. Horton has declared a third-quarter 2026 cash distribution of R$ 1.59 per unit for ISIN BRD1HIBDR008. The last trading day with entitlement is set for August 4, 2026, with payment scheduled for August 19, 2026. This news brief was generated by Public Technologies using generative AI and is for informational purposes only.
Alibaba & Macy's Rise, Snap Shares Tumble | Stock Movers
Alibaba shares are up after the company announced a deal to sell its gaming arm and boasted over 3 billion downloads for its open AI model. Macy's and DR Horton shares also rose following Berkshire Hathaway's disclosure of stakes in the companies. Conversely, Snap shares are down, breaking a two-session winning streak.
D.R. Horton stock holds firm as Berkshire stake and Q2 guidance shape expectations
D.R. Horton's stock is holding firm despite flat Q2 2026 revenue and cautious full-year guidance, largely due to a new stake acquired by Berkshire Hathaway. The company reported Q2 revenue of $9.23 billion, meeting analyst expectations but with full-year guidance below consensus. Investors are rewarding the company's predictable earnings, cash generation, and land-light operating model in a challenging housing market marked by shelter inflation and mortgage rate volatility.
Diamond Hill Capital Management LLC Investment Advisor Buys Shares of 17,299 NVR, Inc. $NVR
Diamond Hill Capital Management LLC Investment Advisor has acquired a new stake of 17,299 shares in NVR, Inc. (NYSE:NVR) during the second quarter, valued at approximately $117.865 million. Other institutional investors have also adjusted their positions in NVR, and the company has received a "Hold" consensus rating from analysts with an average target price of $7,224.20. Despite some negative sentiment regarding earnings forecasts, a director at NVR recently purchased additional shares, signaling confidence.
How Will Toll Brothers Stock React To Its Upcoming Earnings?
Toll Brothers (NYSE:TOL) is scheduled to report earnings on August 18, 2026. Historically, TOL has seen positive one-day post-earnings returns about 60% of the time over the last five years, though this drops to 42% for the last three years. The article provides detailed historical data on 1-day, 5-day, and 21-day post-earnings returns, correlation analyses, and comparisons with peer performance to help traders anticipate stock reactions.
Bed Bath & Beyond Announces Appointment of Jill Windrum at Chief Accounting Officer
Bed Bath & Beyond, Inc. has appointed Jill Windrum, CPA, as Chief Accounting Officer and Deputy Chief Financial Officer. Windrum brings nearly 25 years of financial and accounting experience, including various CFO roles and public-company finance leadership, to the company. Her appointment is expected to strengthen financial discipline and support Bed Bath & Beyond's growth initiatives, focusing on financial rigor, operating discipline, and accountability.
475 Shares in NVR, Inc. $NVR Purchased by GSA Capital Partners LLP
GSA Capital Partners LLP recently acquired 475 shares of NVR, Inc. (NYSE:NVR) valued at approximately $3.24 million, marking a new position in the construction company. This news comes amidst mixed sentiment for NVR, with an insider director purchasing shares, but analysts giving an average "Hold" rating and Zacks Research lowering EPS forecasts for future quarters. NVR's stock is currently trading at $6,308.22, with a market capitalization of $16.78 billion.
EGY.N Stock News Today | Earnings, Events & Price Alerts
This page provides news and event updates for VAALCO Energy (EGY.N), including recent earnings reports, drilling progress in Gabon and Egypt, and investor meetings. It also lists market events and stock movements related to broader market trends, such as Middle East tensions impacting major averages. The information includes specific dates for news releases and a summary of market performance on those dates.
Pictet Asset Management Holding SA Has $18.12 Million Stock Holdings in NVR, Inc. $NVR
Pictet Asset Management Holding SA reduced its stake in NVR, Inc. by 23.9% in the second quarter, now holding 2,660 shares worth $18.12 million. Despite this reduction, other institutional investors have acquired new positions or increased their stakes in NVR, with institutional ownership standing at 83.67%. NVR's stock performance shows a market capitalization of $16.78 billion, a P/E ratio of 16.36, and a recent quarterly earnings beat, though analysts generally recommend a "Hold" due to some negative sentiment regarding future EPS forecasts.
Convergence Investment Partners LLC Acquires New Shares in NVR, Inc. $NVR
Convergence Investment Partners LLC has acquired 259 new shares in NVR, Inc. worth approximately $1.765 million, contributing to the 83.67% institutional ownership of the company. NVR recently reported a challenging quarter with a 10.5% year-over-year revenue decline and reduced EPS. Analysts have a cautious "Hold" rating on the stock, with Zacks downgrading it to "Strong Sell" due to unfavorable earnings forecasts.
Toll Brothers to Report Q3 Earnings: Here's What to Expect This Season
Toll Brothers (TOL) is set to report its fiscal third-quarter 2026 results on August 18, with analysts expecting a decline in both earnings per share and total revenues compared to the previous year. The housing market's uncertainties, elevated mortgage rates, and affordability challenges are anticipated to have negatively impacted home deliveries and overall revenue. Despite these headwinds, the company's luxury positioning and efforts in offering affordable luxury homes, along with improvements in cycle times, are noted as potential positive factors.
Berkshire Hathaway Doubles Down on Homebuilders, Makes Alphabet Top 3 Holding
Berkshire Hathaway, now under CEO Greg Abel's leadership, has released its latest 13F filing. The company significantly increased its stake in Alphabet, making it a top-three holding when combining both Class A and Class C shares. Additionally, Berkshire Hathaway added a new position in homebuilder D.R. Horton Inc. while exiting Constellation Brands.
America Is Short Millions of Homes. What If You Could Build One in a Factory Like a Car?
The U.S. faces a shortage of five million homes, largely due to traditional, labor-intensive construction methods. This article explores the growing movement towards factory-built housing, comparing it to other industries that achieved efficiency through assembly lines. It highlights companies like BOXABL Inc., which are aiming to mass-produce homes to address the affordability crisis, and discusses the challenges and opportunities in this evolving sector.
BOXABL Inc. Opens the Door to Mergers, Acquisitions, and Partner
BOXABL Inc. has launched a new initiative to seek partnerships, including mergers, acquisitions, and joint ventures, across the housing supply chain to make housing more affordable. The company is focusing on collaborating with manufacturers, landholders, skilled talent, and innovators to accelerate its mission. BOXABL, which recently began trading on Nasdaq under BXBL, is open to flexible deal structures involving cash, stock, or a combination.
Swiss Life Asset Management Ltd Sells 722 Shares of NVR, Inc. $NVR
Swiss Life Asset Management Ltd has reduced its stake in NVR, Inc. by 48.5% in the second quarter, selling 722 shares and retaining 766 shares valued at $5.2 million. Despite this, institutional investors still collectively own 83.67% of NVR. NVR's latest quarterly revenue fell short of expectations, and the company currently holds a consensus "Hold" rating from analysts with an average price target of $7,224.20.
Sumitomo Mitsui Trust Group Inc. Sells 208 Shares of NVR, Inc. $NVR
Sumitomo Mitsui Trust Group Inc. decreased its stake in NVR, Inc. by 3.0% in the second quarter, selling 208 shares and retaining 6,726 shares valued at approximately $45.8 million. NVR reported quarterly revenue of $2.34 billion, below analyst estimates, but its earnings per share exceeded expectations. Analysts maintain a "Hold" consensus rating with an average target price of $7,224.20, while the stock currently trades at $6,378.62.
Toll Brothers to Report Q3 Earnings: Here's What to Expect This Season
Toll Brothers (TOL) is set to report its Q3 fiscal 2026 earnings on August 18th, with expectations for a year-over-year decline in both EPS and revenues due to housing market uncertainties and elevated mortgage rates. Despite softness in certain geographic segments, the company's luxury positioning, improved cycle times, and favorable pricing measures are expected to provide some support. Analysts forecast a decrease in home deliveries and a contraction in gross margins, with the stock currently holding a Zacks Rank of 3 and an Earnings ESP of 0.00%.
Handelsbanken Fonder AB Purchases 8,497 Shares of D.R. Horton, Inc. $DHI
Handelsbanken Fonder AB increased its stake in D.R. Horton, Inc. by 9.5% in the second quarter, acquiring an additional 8,497 shares to reach a total of 97,777 shares valued at approximately $15.9 million. Institutional investors now own 90.63% of the company, which recently reported strong quarterly earnings of $3.20 per share against estimates of $3.02, and revenue of $9.23 billion. D.R. Horton also paid a quarterly dividend of $0.45 per share, and analysts maintain a consensus "Hold" rating with an average price target of $166.92.
Banco Santander S.A. Acquires 193 Shares of NVR, Inc. $NVR
Banco Santander S.A. increased its stake in NVR, Inc. by 77.5% in the second quarter, acquiring an additional 193 shares, bringing its total holdings to 442 shares valued at approximately $3.0 million. Institutional investors collectively own 83.67% of NVR. Despite mixed analyst ratings ranging from "Buy" to "Strong Sell," the consensus rating is "Hold" with a price target of $7,224.20, while the company recently reported exceeding EPS estimates but missed on revenue, with a 10.5% year-over-year decrease.
Ashton Thomas Private Wealth LLC Trims Stake in PulteGroup, Inc. $PHM
Ashton Thomas Private Wealth LLC significantly reduced its holdings in PulteGroup, Inc. (NYSE:PHM) by 85.0% in the second quarter, selling 14,594 shares and retaining 2,574 shares valued at $353,000. Other institutional investors have adjusted their positions as well, with overall institutional ownership at 89.90%. The article also details recent insider stock sales, PulteGroup's financial performance, a $1.50 billion stock buyback authorization, and a summary of recent news and analyst ratings, which currently indicate a "Moderate Buy" consensus.
Century Communities (CCS) Acquires 45 Townhomes In Santa Ana
Century Communities (NYSE: CCS) has acquired the Harbor Pointe 45-townhome project in Santa Ana from City Ventures. This acquisition adds a fully entitled and improved community in Southern California, focusing on moderate-income and affordable floor plans to expand access to attainable housing. The move aligns with Century Communities' strategy to grow its for-sale housing footprint with an emphasis on affordability, especially for entry-level buyers.
Will KB Home's (KBH) Three-Market, Energy-Efficient Expansion Shift Its Build-to-Order Narrative?
KB Home has expanded its build-to-order model by opening new energy-efficient, highly customizable communities in three markets across California and Nevada, with prices ranging from approximately US$390,000 to US$860,000s. This expansion, particularly the Elowen townhomes in Las Vegas, aims to reinforce its investment narrative through differentiated products and land-driven growth. While this strategy could support absorption and mix, investors are advised to also consider risks like softer demand and pricing pressure that could impact the company's financial outlook and margin recovery.
D.R. Horton Inc. stock outperforms competitors on strong trading day
D.R. Horton Inc. (DHI) stock increased by 2.78% to $149.88, outperforming the broader market during a favorable trading session where the S&P 500 and Dow Jones Industrial Average also rose. Despite this gain, the company's stock remained 18.78% below its 52-week high of $184.55. The positive movement occurred amidst a general uplift in the stock market.
PulteGroup stock steadies as new $625 million mortgage facility supports growth
PulteGroup's stock is holding steady near recent highs, supported by a new $625 million mortgage repurchase facility and positive analyst outlooks. Analysts maintain a "moderate buy" rating with a blended price target suggesting potential upside. The new facility strengthens the company's ability to finance homebuyers, positioning it well within a mixed but incrementally active housing market.
Zacks Research Forecasts PulteGroup's Q3 Earnings (NYSE:PHM)
Zacks Research has revised down its Q3 2026 EPS forecast for PulteGroup (NYSE:PHM) to $2.60 from $2.67, while maintaining a positive outlook with a "Moderate Buy" consensus and an average price target of $143.14. Despite the lowered Q3 forecast, the company's latest quarterly results surpassed expectations with an EPS of $2.48 and revenue of $3.98 billion, alongside authorizing a $1.5 billion share-repurchase program. Institutional investors have significantly increased their holdings in PulteGroup, and insider Matthew William Koart recently sold shares totaling $894,840.
Trinity Street Asset Management LLP Sells 6,951 Shares of D.R. Horton, Inc. $DHI
Trinity Street Asset Management LLP reduced its stake in D.R. Horton, Inc. by 4.4% in the second quarter, selling 6,951 shares. Despite the sale, D.R. Horton remains a significant holding for the firm, valued at approximately $24.5 million. The construction company reported strong quarterly earnings, beating analyst expectations, and declared a dividend of $0.45 per share.
Wedge Capital Management L L P NC Has $10.21 Million Stock Holdings in NVR, Inc. $NVR
Wedge Capital Management L L P NC significantly increased its stake in NVR, Inc. by 27.5% in the second quarter, now holding 1,498 shares valued at $10.21 million. Despite this increased institutional interest, NVR's stock has seen a 2.2% drop, opening at $6,287.05, with its revenue decreasing 10.5% year-over-year to $2.34 billion. Analysts hold a mixed view on the company, with a consensus "Hold" rating and a price target of $7,224.20.
D.R. Horton Inc. stock underperforms Wednesday when compared to competitors
Shares of D.R. Horton Inc. (DHI) fell by 3.30% to $145.82 on Wednesday, underperforming the S&P 500 Index which rose 0.26%. The Dow Jones Industrial Average slightly decreased by 0.04%. The company's stock closed 20.98% below its 52-week high.
Home Depot Unit SRS Adds Lohmiller
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D.R. Horton Inc. stock outperforms competitors on strong trading day
Shares of D.R. Horton Inc. (DHI) rose by 2.82% to $150.79 on a generally down day for the stock market, outperforming both the S&P 500 Index and the Dow Jones Industrial Average, which experienced declines. The company's stock closed 18.29% below its 52-week high.
Is KB Home (KBH) Fully Valued On Its New Community Launches?
KB Home is gaining attention due to new community launches in California and Nevada, leading to a 90-day share price return of 24.85%. Despite this momentum, the stock is trading close to its analyst target and intrinsic value estimate, suggesting it might be slightly overvalued according to Simply Wall St's analysis. The company's land investment strategy and share repurchases aim to enhance long-term shareholder value, though softer selling conditions could pose risks.
D.R. Horton (DHI) Horton family entities disclose over 8% ownership stakes
Entities and individuals of the Horton family have updated their Schedule 13G/A filing for D.R. Horton, Inc. (DHI), revealing passive ownership stakes. Donald Ryan Horton and Douglas Reagan Horton are considered beneficial owners of 8.15% and 8.12% of the common stock, respectively, through various partnerships and trusts. These filings indicate that their holdings are not intended to change or influence company control.
Smith Douglas Homes doubles down on pace despite margin pain
Smith Douglas Homes reported strong Q2 growth with a 25% increase in closings and a 32% rise in new home orders, but this came at the cost of profitability, as gross margin fell to 17.6%. The company is committed to a "pace over price" strategy to maintain market share and scale, even though it expects further margin compression, with Q3 guidance set at 16.0%–16.5%. Despite the declining margins, the homebuilder remains focused on the affordable segment and aims to keep prices competitive.
D.R. Horton Inc. stock outperforms competitors despite losses on the day
D.R. Horton Inc. stock (DHI) fell 2.93% on Monday to $146.66, underperforming the broader market which also saw declines. Despite the daily loss, the stock has outperformed some competitors. The company's stock closed 20.53% below its 52-week high of $184.55.
