
Why "Golden Handcuffs" are a Gift to Homebuilders in 2026
As high mortgage rates keep existing homes off the market, a perfect storm of restricted supply and federal incentives is positioning homebuilders for an unlikely breakout year in 2026.
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As high mortgage rates keep existing homes off the market, a perfect storm of restricted supply and federal incentives is positioning homebuilders for an unlikely breakout year in 2026.

Three to four more million homes are needed to solve the U.S.'s housing shortage. The housing shortage represents a powerful secular trend that is likely to continue.

Builder stocks are getting a boost from the expectation of a busier spring homebuying season.

Timken remains a compelling investment as it supplies essential components that customers cannot easily replace. MDU remains an attractive investment as electricity demand continues to rise, particularly from energy-intensive industries such as data centers locating in the central United States. During the quarter, Raymond James' shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure rather than underlying business momentum.

Applied Finance Capital Management LLC cut its stake in shares of D.R. Horton, Inc. (NYSE: DHI) by 5.0% in the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund owned 164,956 shares of the construction company's stock after selling 8,741 shares during the period. D.R. Horton accounts

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Twin Capital Management Inc. trimmed its holdings in D.R. Horton, Inc. (NYSE: DHI) by 27.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 16,953 shares of the construction company's stock after selling 6,377 shares during the period. Twin Capital

In the fourth quarter of 2025, the Harbor SMID Cap Core ETF returned 1.13% (NAV), underperforming its benchmark, the Russell 2500® Index. Harbor SMID Cap Core ETF sector headwinds were partially offset by improved relative performance in Information Technology as speculative names lost momentum. Raymond James shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure.

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In the fourth quarter of 2025, the Harbor Mid Cap Value ETF returned 2.00% (NAV), outperforming its benchmark, the Russell Midcap® Value Index. We added Eagle Materials to the portfolio during the quarter, a U.S.-focused manufacturer of essential construction materials, including cement, wallboard, and aggregates. We sold Sealed Air Corporation during the quarter due to crowding out, a packaging solutions company providing protective, food, and specialty packaging products.

Bank of New York Mellon Corp cut its stake in D.R. Horton, Inc. (NYSE: DHI) by 0.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,509,865 shares of the construction company's stock after selling 8,737 shares during the quarter. Bank

Core Alternative Capital trimmed its stake in D.R. Horton, Inc. (NYSE: DHI) by 13.1% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,674 shares of the construction company's stock after selling 4,620 shares during the period. D.R. Horton makes

While the top- and bottom-line numbers for D.R. Horton (DHI) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Dilation Capital Management LP purchased a new position in shares of D.R. Horton, Inc. (NYSE: DHI) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 79,015 shares of the construction company's stock, valued at approximately $13,391,000. D.R. Horton accounts for 6.6% of

The ongoing housing shortage bodes well for D.R. Horton's long-term growth prospects.

D.R. Horton, Inc. (NYSE: DHI) reported upbeat earnings for its fiscal 2026 first quarter on Tuesday.

Shares of homebuilder D.R. Horton Inc. NYSE: DHI are down about 1% in mid-day trading after the company reported its earnings for the first quarter of its 2026 fiscal year.

Market sentiment declined as Trump's trade stance intensified fears. CNN Fear and Greed index moved to 'Neutral' zone.

Revenue: $6.9 billion for the first quarter.Consolidated Pretax Income: $798 million.Pretax Profit Margin: 11.6%.Net Income: $595 million.Earnings Per Share: $

Fannie Mae and Freddie Mac will buy mortgage bonds in order to lower mortgage rates. Homebuilders like D.R.