Morgan Stanley starts coverage of D.R. Horton stock
Morgan Stanley has initiated coverage of D.R. Horton (DHI) with an Equalweight rating and a price target of USD 151.00. The analyst firm highlighted the company's local market density and affordable product mix as strengths, while also noting potential pressures on margins due to rate-sensitive buyers. D.R. Horton's fiscal third-quarter 2026 results showed revenues of USD 9.23 billion and diluted EPS of USD 3.20, and the company recently authorized a USD 5.0 billion share repurchase program.
D.R. Horton (NYSE:DHI) Battles a Mortgage Rate Surge
D.R. Horton (NYSE:DHI) is navigating challenges posed by surging mortgage rates and their impact on housing affordability. The company, the largest homebuilder in the US, is focused on entry-level home demand and utilizing mortgage-rate incentives to sustain sales. Key to its performance will be execution on land strategy, construction costs, capital returns, and maintaining a strong balance sheet amidst market volatility.
MetLife (NYSE:MET) Rides Higher Yields Into a New Strategy
MetLife (NYSE:MET) is gaining attention as higher yields are influencing its strategy in group benefits and retirement solutions. The company's outlook is closely tied to the life insurance and retirement sectors, with a focus on spread income from long-dated portfolios and asset management. MetLife's ability to execute on its "New Frontier" strategy and manage capital will be crucial in a challenging market environment.
AIG (NYSE:AIG) Sharpens Its Focus on Commercial Insurance
American International Group Inc (AIG) is increasing its focus on commercial underwriting and international lines, particularly as rising Treasury yields impact the insurance market. The company aims to demonstrate progress through expense efficiency, reinsurance strategies, and capital deployment to sustain long-term confidence amidst market shifts. AIG's strategy is bolstered by factors like strong balance sheet management and data-driven underwriting to navigate evolving property and casualty insurance trends.
Lennar Plunges 22% YTD: Can the Stock Rebound in the Near Future?
Lennar (LEN) stock has fallen 22.4% year-to-date, underperforming its industry and the S&P 500 due to a challenging housing market marked by high mortgage rates and affordability issues. Despite its asset-light land model, the company faces persistent headwinds leading to declining revenues, profitability, and operating leverage. Analysts have revised EPS estimates downwards, and with a "Strong Sell" rating from Zacks, a rebound is unlikely without significant improvements in market conditions.
147 Homes, 54 Acres, New Joliet Subdivision: DR Horton Plans New Homes Near County Line Road
Joliet's deputy city manager, Nolan Ming, is presenting plans for Neustoneshire Phase Two, a new subdivision by D.R. Horton Inc. - Midwest. The development will feature 147 single-family homes on 54 acres near County Line Road and Van Dyke Road, with various two-story and one-story models. The Joliet Park District will receive a cash contribution instead of a land dedication for a park.
D.R. Horton: One Big Rates Trade And Other Macro Pressures Weigh, Shares At Support
D.R. Horton is currently rated a hold, with its valuation near historical averages and a limited margin of safety despite the industry approaching a cyclical trough. While recent results showed solid gross margins and strong liquidity, the FY 2026 guidance indicates potential revenue and EPS declines due to macroeconomic pressures. The company's technicals are mixed, with shares near support levels but maintaining a bearish primary trend and weak RSI momentum, further weighed down by risks from higher mortgage rates, inflation, and supply chain issues.
Industry leaders unite under Las Vegas coalition to drive housing solutions
Industry leaders in Las Vegas have formed the Southern Nevada Development Coalition (SNDC) to collaboratively address housing and development challenges and advocate for solutions. The coalition, comprising various sectors like construction, real estate, and housing, aims to unify their message and resources to tackle issues such as housing attainability, land availability, and infrastructure. They plan to work with policymakers to increase housing supply and affordability in Southern Nevada.
D.R. Horton stock heads toward October 29 earnings under pressure at the margin
D.R. Horton's stock is under pressure as it approaches its October 29 earnings report. The company's fiscal Q3 revenue remained flat, but margins fell to 20.7%, and its guidance for fiscal 2026 consolidated revenue was reduced. Analysts currently maintain a "Hold" consensus on the stock, with the average target price indicating a modest upside from its current trading level.
SKYX Platforms Eyes Deako Merger to Scale Smart-Home Electrical Technology
SKYX Platforms is moving forward with its merger with Deako, aiming to scale its smart-home and electrical installation technology. The merger will combine both companies' plug-and-play electrical technologies, leveraging Deako's established relationships with over 50 homebuilders to accelerate SKYX's market penetration. SKYX CEO Lenny Sokolow highlighted the potential for the combined platform to control a home's electrical outlets, creating a foundation for future AI services, subscriptions, and smart-home integrations, while also emphasizing safety and installation efficiency.
SKYX Platforms Eyes Deako Merger to Scale Smart-Home Electrical Technology
SKYX Platforms is moving forward with its merger with Deako, aiming to combine their complementary plug-and-play electrical technologies to scale smart-home capabilities. The combined entity expects to simplify and speed up electrical installations, adding smart-home features like lighting control and safety alerts, potentially reducing installation time and costs significantly. SKYX is also pursuing broader adoption through electrical-code recognition, aiming for a mandatory-code designation, and exploring revenue opportunities from licensing, royalties, subscriptions, and AI-enabled services across various markets.
D.R. Horton, Inc. (DHI) latest stock news and headlines
This article compiles recent news headlines related to D.R. Horton, Inc. (DHI), highlighting its stock performance and market analysis. Key topics include DHI's valuation concerns, its performance relative to the broader market and competitors like Lennar, and Berkshire Hathaway's increased exposure to the housing sector, which impacts DHI.
D.R. Horton, Inc. (DHI.TO) Interactive Stock Chart
This Yahoo Finance page provides an interactive stock chart for D.R. Horton, Inc. (DHI.TO), showing its current trading price and recent performance. The page also features a compilation of recent news articles related to D.R. Horton and the housing market, discussing valuation concerns, stock performance, and market activities by companies like Berkshire Hathaway. It indicates that Canadian markets will open in 3 hours and 38 minutes and provides key market indices and currency information.
D.R. Horton, Inc. (DHI) stock price, news, quote and history
This Yahoo Finance page provides a comprehensive overview of D.R. Horton, Inc. (DHI) stock, including its current price, recent performance, and a collection of related news articles. The stock closed at $135.00, down 1.50%, and shows negative year-to-date and 1-year returns compared to the S&P 500. News articles discuss valuation concerns, market performance relative to competitors, and Berkshire Hathaway's investment in housing stocks.
D.R. Horton stock after-hours at EUR 120.48: minus 0.96 percent versus prior close
D.R. Horton stock experienced a slight dip of 0.96 percent in after-hours trading, reaching EUR 120.48. The company is set to release its fourth-quarter and fiscal year 2026 financial results on October 29, 2026, before the market opens, with a conference call and webcast to follow. The after-hours price was compared against the Lang & Schwarz prior close of EUR 121.65.
Howard Hughes Communities Names Kate Kaminski Arizona President
Howard Hughes Communities has promoted Kate Kaminski to president of its Arizona region, where she will lead the development and operations of Teravalis, a 37,000-acre master-planned community in Buckeye, Arizona. Kaminski succeeds Charley Freericks in a planned transition, having previously served as COO of the Arizona region, where she significantly contributed to building the team and advancing the commercial strategy for Teravalis. The transition coincides with the opening of Floreo, Teravalis's first residential village, as the community progresses with plans for homes, employment centers, and amenities.
$Opendoor Technologies (OPEN.US)$ 🚨 Breaking: September nonfarm payrolls increased by 29,000, missing the expected gain of 89,000. The US unemployment rate rose from 4.1% to 4.2%. The labor market is starting to collapse.
September nonfarm payrolls increased by 29,000, significantly missing the expected gain of 89,000. This data indicates a weakening U.S. labor market, as the unemployment rate also rose from 4.1% to 4.2%. The article suggests this points to a potential collapse in the labor market.
Evercore cuts target for D.R. Horton stock to USD 166.00
Evercore ISI has lowered its price target for D.R. Horton (DHI) stock from USD 177.00 to USD 166.00, maintaining an "In Line" rating due to affordability pressure and rising mortgage costs. This follows a similar cut by BTIG, which also reduced its target from USD 184.00 to USD 174.00. Despite beating revenue and EPS estimates in Q3 2026, analysts are focusing on margins and future demand signals, as the homebuilder's revenue remained flat year-over-year while EPS declined.
D.R. Horton stock after-hours at EUR 119.20: minus 1.19 percent versus Lang & Schwarz prior close
D.R. Horton stock closed after-hours at EUR 119.20, down 1.19 percent against its prior close, following the company's announcement of an additional USD 5.0 billion stock buyback authorization. The board's repurchase authorization has no expiration date, with approximately USD 53 million remaining from the previous authorization. D.R. Horton is scheduled to release its fiscal 2026 fourth-quarter and year-end earnings on October 29, 2026.
U.S. added 90,000 jobs last month, says ADP—including in manufacturing and construction, where trade bosses say six-figure jobs are sitting empty
ADP's latest report indicates the U.S. added 90,000 private sector jobs in September, with significant contributions from manufacturing and construction. Despite this growth, industry leaders like the Home Builders Institute (HBI) warn of a critical shortage of skilled tradespeople, emphasizing that high-paying blue-collar jobs are going unfilled. Economists are monitoring wage growth in these sectors, particularly construction, for potential inflation risks, while also noting the impact of worker sentiment on hiring challenges.
Morgan Stanley initiates D.R. Horton stock coverage with Equalweight rating
Morgan Stanley has initiated coverage on D.R. Horton Inc. (NYSE:DHI) with an Equalweight rating and a price target of $151.00. The firm highlighted D.R. Horton's strong position in the homebuilding market due to its scale, affordable product mix, and strategic land control, which enable it to maintain volumes despite challenging affordability. However, Morgan Stanley also noted potential risks, including the company's exposure to rate-sensitive first-time buyers, which could pressure margins if demand weakens or incentives become necessary.
D.R. Horton authorizes USD 5.00 billion buyback for D.R. Horton stock
D.R. Horton has authorized a new $5.00 billion share repurchase program, replacing a prior program with a remaining balance of $53.00 million. The company expects to repurchase at least $3.25 billion in common stock during fiscal year 2026. This announcement comes despite a recent price target cut by Keefe, Bruyette and Woods, though the company's third-quarter earnings exceeded analyst estimates.
Morgan Stanley initiates D.R. Horton stock coverage with Equalweight rating By Investing.com
Morgan Stanley has initiated coverage on D.R. Horton Inc. (NYSE: DHI) with an Equalweight rating and a price target of $151.00. The company, the largest U.S. homebuilder, is recognized for its focus on affordability and a strong market position, despite potential margin pressures from rate-sensitive first-time buyers. The initiation follows recent news of a $5 billion stock repurchase authorization and mixed market conditions for homebuilders.
Morgan Stanley initiates D.R. Horton stock coverage with Equalweight rating By Investing.com
Morgan Stanley has initiated coverage on D.R. Horton Inc. (NYSE:DHI) with an Equalweight rating and a $151.00 price target, noting the homebuilder's strong market position due to its focus on affordability and quick move-in inventory. Despite these strengths, the firm highlighted potential margin pressure from sustained incentives for rate-sensitive first-time buyers. Other recent news for D.R. Horton includes an additional $5 billion stock repurchase authorization and mixed analyst assessments.
Lennar Corp - Class A
This article provides an overview of Lennar Corp (LEN) stock, including its current market performance, analyst predictions, and financial fundamentals. It highlights recent insider buying activity by Berkshire Hathaway, emphasizing Warren Buffett's increasing stake in the homebuilder despite a challenging housing market. The content also features several related articles discussing Buffett's investment strategy in homebuilders and the broader market implications of rising interest rates.
D.R. Horton stock after-hours at EUR 122.50: plus 0.12 percent
D.R. Horton stock traded after-hours at EUR 122.50, marking a 0.12 percent increase from its prior close. The company is set to release its Q4 and fiscal year 2026 results on October 29, 2026. Additionally, D.R. Horton's board authorized an additional $5.0 billion for common-stock repurchases, with expectations of at least $3.25 billion in total repurchases for fiscal 2026.
PulteGroup, Inc. (PHM) Stock Price, News, Quote & History
This Yahoo Finance page provides a comprehensive overview of PulteGroup, Inc. (PHM) stock, including its current price, recent news articles, and performance data. The stock closed at $118.50, down 0.53%, with several recent articles discussing its performance relative to the broader market and other homebuilders. Performance metrics show PHM's YTD return at +1.71% and a 1-year return of -10.24%, contrasting with the S&P 500's stronger performance over the same periods.
Bear of the Day: M/I Homes (MHO)
M/I Homes (MHO) has been designated as "Bear of the Day" due to a Zacks Rank #5 (Strong Sell) rating, driven by negative earnings revisions and a challenging housing market. The company, a single-family homebuilder, is suffering from rebounding mortgage rates above 7% and high home prices. While 2027 forecasts show potential growth, investors are advised to avoid the homebuilding industry for near-term gains.
D.R. Horton stock trades lower as analysts trim targets before earnings
D.R. Horton's stock traded lower as analysts trimmed targets despite the company beating Q3 fiscal earnings expectations. KBW lowered its price target to USD 160.00 while maintaining a Market Perform rating, reflecting concerns about housing affordability and increased sales incentives. The company is set to release its fiscal Q4 and full-year 2026 results on October 29, 2026.
Luxury homebuilder plots 1,800-home community in Cherokee County
Toll Brothers, a major luxury homebuilder, is planning a large residential development in Cherokee County, approximately 40 miles north of Atlanta. The master-planned community will span over 1,300 acres and include 1,800 homes. This project highlights continued expansion in the Greater Atlanta housing market.
D.R. Horton stock last trades at USD 140.71 on September 28, 2026
D.R. Horton's stock closed at USD 140.71 on September 28, 2026, down 0.57%, on the NYSE. The company authorized an additional USD 5.00 billion stock repurchase program with no expiration date. D.R. Horton plans to release its fourth-quarter and fiscal-year 2026 results on October 29, 2026.
D.R. Horton stock trades 19.69 percent below its yearly high
D.R. Horton stock is currently trading 19.69 percent below its 52-week high, with recent analyst price target revisions reflecting selective expectations despite an earnings beat. The company reported quarterly EPS of USD 3.20 against a consensus of USD 3.02, and revenue of USD 9.23 billion, surpassing estimates. Investors are now focusing on demand and affordability as key operating variables given the flat year-over-year revenue.
D.R. Horton stock at USD 141.51 on September 25, 2026, up 0.83 percent
D.R. Horton's stock closed at USD 141.51 on September 25, 2026, marking a 0.83% increase from the previous session. The company announced an additional USD 5.0 billion stock buyback authorization with no expiration date and expects to report its fiscal 2026 results on October 29, 2026. This comes after the board approved the new buyback on September 15, 2026, and the company projects total fiscal 2026 repurchases to be at least USD 3.25 billion.
US mortgage rates hit 7.03%, pressuring Opendoor and Lennar
US mortgage rates have climbed to 7.03%, the highest level since January of last year, significantly impacting housing-linked companies like Opendoor Technologies, Rocket Companies, and Lennar Corporation. Opendoor's revenue and homes sold have dropped, while Rocket Companies faces lower origination volumes. Lennar is experiencing reduced demand and rising operational costs, leading to a sharp decline in net earnings despite a smaller revenue decrease.
NVR, Inc. (NYSE:NVR) Stock Now Rated "Hold" by Wall Street Analysts
NVR, Inc. (NYSE:NVR) has received an average "Hold" rating from Wall Street analysts, with a mixed sentiment of three buys, three holds, and one sell, and an average 12-month price target of $7,160.00. The company's recent quarterly revenue fell 10.5% year-over-year to $2.34 billion, missing expectations, and earnings declined, leading to Zacks downgrading NVR to a "Strong Sell" and lowering future earnings estimates. Despite these pressures, NVR maintains solid profitability and a strong return on equity, with institutional investors holding a substantial 83.67% of the stock.
DHI5055322 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the D.R. Horton, Inc. (DHI5055322) corporate bond, which has a 1.4% coupon rate and matures on October 15, 2027. It outlines key facts such as the issuer, issue and maturity dates, face value, and minimum denomination, along with D.R. Horton's business segments. The profile also includes information on interest payment schedules, upcoming payouts, and bond redemption details.
US23331ABP3 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the D.R. Horton, Inc. 1.4% 15-OCT-2027 bond (US23331ABP3), including key facts such as issuer information, maturity date, and face value. It outlines the company's business segments and history, along with comprehensive details on coupon payments, including a semi-annual fixed rate of 1.40% and a schedule of upcoming payouts. The profile also touches on bond redemption information and credit risk assessment.
$58 Million Multifamily Asset Sale Closed by Institutional Property Advisors in North Phoenix
Institutional Property Advisors (IPA) has announced the sale of Ascend at Black Canyon, a 260-unit multifamily property in Phoenix, Arizona, for $58.7 million. The property is located in North Phoenix, an area expected to generate numerous high-earning jobs from advanced chip production companies. The deal highlights strong demand for multifamily assets in strategically located, high-growth markets.
Earnings Beat: KB Home Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
KB Home (NYSE:KBH) recently reported third-quarter results that surpassed analyst expectations for EPS, despite revenues being in line. Following these results, analysts have revised their 2027 forecasts, projecting lower revenues and a significant cut to earnings per share estimates, indicating a more bearish sentiment. Despite the revised forecasts, the consensus price target for KB Home remained steady at US$55.58.
D.R. Horton stock slips 2.73 percent ahead of the open
D.R. Horton stock declined by 2.73 percent to USD 140.17 at the close on September 24, 2026, while the Dow Jones fell by 0.3 percent. The stock has fallen 16.04 percent over the past 90 days, despite a fair value estimate of USD 161.25. Mortgage rates and buyer incentives, including D.R. Horton's use of mortgage-rate buydowns, continue to be significant factors for homebuilder shares.
The Children's Place faces securities fraud pro...
Pomerantz LLP is investigating The Children's Place for potential securities fraud after the company reported a significant drop in Q2 net sales and a wider-than-expected net loss. The poor results, attributed to a clearance-heavy product mix and e-commerce migration delays, led to a nearly 24% stock price plunge. This investigation could result in a class action lawsuit against the company.
State Street Corp Has $877.35 Million Stake in NVR, Inc. $NVR
State Street Corp increased its stake in NVR, Inc. by 0.9% to 128,768 shares, now valued at approximately $877.35 million, representing a 4.84% ownership. Institutional investors and hedge funds collectively own a significant 83.67% of NVR. Despite mixed analyst ratings, the company's shares opened lower, and its recent quarterly revenue declined by 10.5% year-over-year.
KB Home (KBH) Stock Reprices As Margin Pressure Deepens
KB Home's stock fell by almost 3% after its Q3 earnings report revealed a significant squeeze on profitability, with net margins dropping to 4.3%. While the company reported solid revenue and EPS, challenges like a shrinking presold pipeline, reduced housing gross margin guidance, and decreased deliveries highlight deepening margin pressure. Bears point to tougher affordability and execution risks, which are not fully offset by operational improvements like faster build times.
D.R. Horton stock slips 1.47 percent on September 23
D.R. Horton's stock (DHI) fell 1.47% on September 23, 2026, trading at $141.99, which is 19.43% below its 52-week high. Despite an increase in home closings, the company reported a 4.76% year-over-year decline in diluted EPS for fiscal Q3 2026, though it still beat market estimates. The homebuilder is facing affordability challenges, reflected in a rising cancellation rate of 20%.
Should Chassis Free Home Debut Require Action From Cavco Industries (CVCO) Investors?
Cavco Industries recently introduced the Grande Arbor, a HUD-code manufactured home built without a permanent steel chassis, aligning with new federal rules for increased flexibility. This innovation aims to address demand for multigenerational housing and improve curb appeal, potentially broadening Cavco's market reach. While analysts project significant revenue and earnings growth for Cavco, its execution on these new designs, alongside managing cost pressures and competition, will be crucial for investor returns.
D.R. Horton stock rises 3.5 percent ahead of the open
D.R. Horton stock rose 3.5% to USD 144.11 on September 22, 2026, outperforming the Nasdaq Composite. The homebuilder's stock traded within a 52-week range of USD 131.75 to USD 176.22, with its closing price 9.3% above its 52-week low. Housing data, including US preliminary September manufacturing and services PMI and a Federal Reserve speech on housing, is expected later today, which could influence D.R. Horton's performance.
Lennar Corporation stock rises as Berkshire buys $212 million stake
Lennar Corporation's stock rose in premarket trading after Berkshire Hathaway disclosed a $212.4 million stake acquisition, signaling confidence in the housing market despite Lennar's recent cautious analyst outlook. The purchases by Berkshire Hathaway occurred across several trading sessions in September, doubling its position in the homebuilder. This investment comes as Lennar reported a decline in third-quarter EPS and revenue, with analysts maintaining cautious ratings due to margin pressures and lower-than-expected guidance.
970 Shares in NVR, Inc. $NVR Purchased by Nykredit A S
Nykredit A/S acquired 970 shares of NVR, Inc. (NYSE:NVR) during the second quarter, valued at approximately $6.6 million. Despite institutional investors owning a significant portion of the homebuilder's stock, NVR's revenue fell 10.5% year over year and missed analyst estimates. Analyst sentiment is mixed, with an average "Hold" rating and a price target of $7,224.20.
D.R. Horton stock heads into the open after a 4.1 percent drop
D.R. Horton stock fell by 4.1% to USD 138.41 on September 21, 2026, underperforming the S&P 500, which gained 1.49%. The decline is attributed to ongoing pressure in the mortgage market, with the 30-year fixed mortgage rate reaching 6.95% on September 17. The article provides a snapshot of the stock's performance and market context ahead of the next trading session.
JELD - JELD-WEN Holding Inc Volatility & Greeks
This article provides a detailed financial overview of JELD-WEN Holding Inc (JELD), including its volatility, key financial metrics, performance indicators, and market data. It highlights the company's recent stock performance, valuation ratios, and institutional and insider ownership percentages. The information is presented in a concise data-driven format for investors.
