| D.R. Horton's Undervaluation May Trigger Rich Upside Once Macro Headwinds Ease |
DHI's lowered FY2025 guidance has played out as discussed in our last article, attributed to the impacted consumer demand and uncertain macroeconomic headwinds. With borrowing costs still elevated, it goes without saying that the homebuilding sector is likely to remain impacted in the intermediate term, DHI included. Even so, it is undeniable that DHI is cheap compared to our fair value estimates, with the recent meltdown already triggering rich double digit upside potential. |
seekingalpha.com |
2025-05-07 13:00:00 |
Czytaj oryginał (ang.) |
| D.R. Horton Quarterly Update: Is It Time To Buy More? |
Despite weak housing numbers and downward revisions in revenue and home closings in the short-term, D.R. Horton's long-term prospects remain good. DHI's capital allocation strategy includes significant share repurchases and dividends, indicating a commitment to returning value to shareholders. Gross margins were better than expected, while management is focused on balancing growth with consistent cash flows and returns to shareholders. |
seekingalpha.com |
2025-05-06 07:19:57 |
Czytaj oryginał (ang.) |
| Top 50 High-Quality Dividend Stocks For May 2025 |
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. Despite a market sell-off, my investable universe outperformed SPY and SCHD year-to-date, with a loss of -1.83% compared to -5.49% and -4.64%. This month, 17 stocks had valuation rating changes; 10 were upgrades, including Jack Henry & Associates, West Pharma, and EOG Resources, all with strong expected returns. |
seekingalpha.com |
2025-05-04 02:39:00 |
Czytaj oryginał (ang.) |
| D.R. Horton: Solid Balance Sheet To Navigate A Weak Housing Market |
D.R. Horton's revenues and margins are declining, but the impact on EPS is being mitigated by an increase in buybacks. The strong balance sheet with a 1.1x debt-to-net income ratio allows the company to issue debt at a 4.85% rate and buy back stocks at a 9% yield. The housing market slowdown is affecting all the major homebuilders, but D.R. Horton's pricing strategy might help to navigate the situation. |
seekingalpha.com |
2025-05-01 19:51:46 |
Czytaj oryginał (ang.) |
| D.R. Horton, Inc. Announces Pricing of $500 Million of 4.850% Senior Notes Due 2030 |
ARLINGTON, Texas--(BUSINESS WIRE)---- $DHI--D.R. Horton announced that it has priced $500 million of 4.850% senior notes due 2030. |
businesswire.com |
2025-04-28 20:59:00 |
Czytaj oryginał (ang.) |
| Preston Hollow Community Capital and Kent Farms Holding Company Announce Purchase and Sale Agreement with D.R. Horton for 45 Townhomes at The Arbors at Farms of New Kent |
RICHMOND, Va.--(BUSINESS WIRE)--Kent Farms Holding Company (“KFHC”), the developer and property owner, Preston Hollow Community Capital (“PHCC”), the capital provider, and D.R. Horton, Inc. (“D.R. Horton”), the purchaser, are pleased to announce the execution of a purchase and sale agreement for 45 townhomes to be built by D.R. Horton at The Arbors within the Farms of New Kent community. Site development is expected to begin in the coming months, pending final permitting approvals. Townhome sal. |
businesswire.com |
2025-04-21 14:31:00 |
Czytaj oryginał (ang.) |
| D.R. Horton Lamented a Slow Spring—And More Homebuilder Earnings Are Coming Up |
D.R. Horton (DHI) on Thursday became the latest homebuilder to raise concerns about the housing market as it fell short of estimates. |
investopedia.com |
2025-04-18 17:50:58 |
Czytaj oryginał (ang.) |
| D.R. Horton, Inc. (DHI) Q2 2025 Earnings Call Transcript |
D.R. Horton, Inc. (NYSE:DHI ) Q2 2025 Earnings Conference Call April 17, 2025 8:30 AM ET Company Participants Jessica Hansen - SVP, Communications Paul Romanowski - President and CEO Michael Murray - EVP and COO Bill Wheat - EVP and CFO Conference Call Participants Stephen Kim - Evercore ISI John Lovallo - UBS Alan Ratner - Zelman & Associates Carl Reichardt - BTIG Sam Reid - Wells Fargo Michael Rehaut - JPMorgan Eric Bosshard - Cleveland Research Matthew Bouley - Barclays Rafe Jadrosich - Bank of America Trevor Allinson - Wolfe Research Anthony Pettinari - Citi Ken Zener - Seaport Research Partners Jay McCanless - Wedbush Securities Susan Maklari - Goldman Sachs Operator Good morning, and welcome to the Second Quarter 2025 Earnings Conference Call for D.R. Horton, Americas Builder. |
seekingalpha.com |
2025-04-17 16:42:20 |
Czytaj oryginał (ang.) |
| Building Permits Surge in March |
This morning, it's the blue-chip Dow Jones Index's turn to bring a disappointing performance. After yesterday's trade tariffs hit a snag with semiconductors to China sent the tech-heavy Nasdaq on a steeper decline, this morning's Q1 earnings miss from Dow component UnitedHealthcare is helping send that index -600 points at this hour. |
zacks.com |
2025-04-17 16:05:34 |
Czytaj oryginał (ang.) |
| DHI's Q2 Earnings & Revenues Miss, FY'25 View Down, Stock Tumbles |
D.R. Horton's second-quarter fiscal 2025 results reflect unfavorable impacts of the weak housing market. Dive in to get a clear picture of the results. |
zacks.com |
2025-04-17 15:00:42 |
Czytaj oryginał (ang.) |
| DR Horton Says 'Potential Homebuyers Have Been More Cautious' as Sales Sink |
D.R. Horton (DHI) on Thursday announced fiscal second-quarter results with fewer ordered and closed homes than expected, as revenue and profit also fell short of analysts' estimates. |
investopedia.com |
2025-04-17 14:41:33 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Reports Q2 Earnings: What Key Metrics Have to Say |
Although the revenue and EPS for D.R. Horton (DHI) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. |
zacks.com |
2025-04-17 14:35:47 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Q2 Earnings and Revenues Lag Estimates |
D.R. Horton (DHI) came out with quarterly earnings of $2.58 per share, missing the Zacks Consensus Estimate of $2.66 per share. This compares to earnings of $3.52 per share a year ago. |
zacks.com |
2025-04-17 12:40:29 |
Czytaj oryginał (ang.) |
| D.R. Horton 2Q Results Weaken on Muted Spring Selling Season |
D.R. Horton reported declines to its top and bottom lines as a combination of cautious demand and weak economic conditions weighed on results, prompting the company to reduce its outlook for the year. |
wsj.com |
2025-04-17 11:12:00 |
Czytaj oryginał (ang.) |
| D.R. Horton, Inc., America's Builder, Reports Fiscal 2025 Second Quarter Earnings and Declares Quarterly Dividend of $0.40 Per Share |
ARLINGTON, Texas--(BUSINESS WIRE)---- $DHI #earnings--D.R. Horton reported that net income per diluted share for its second fiscal quarter ended March 31, 2025 was $2.58. |
businesswire.com |
2025-04-17 10:30:00 |
Czytaj oryginał (ang.) |
| Here's What Investors Must Know Ahead of D.R. Horton's Q2 Earnings |
DHI's second-quarter fiscal 2025 results are likely to witness macro pressures and high costs and expenses. Learn more here. |
zacks.com |
2025-04-15 17:35:30 |
Czytaj oryginał (ang.) |
| What Analyst Projections for Key Metrics Reveal About D.R. Horton (DHI) Q2 Earnings |
Beyond analysts' top -and-bottom-line estimates for D.R. Horton (DHI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025. |
zacks.com |
2025-04-14 14:20:57 |
Czytaj oryginał (ang.) |
| Analysts Estimate D.R. Horton (DHI) to Report a Decline in Earnings: What to Look Out for |
D.R. Horton (DHI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. |
zacks.com |
2025-04-10 15:06:13 |
Czytaj oryginał (ang.) |
| Tariff Exemptions Lift Homebuilding Stocks: DHI, DFH, NVR, LEN, PHM Gains |
Homebuilding stocks got a much-needed boost after President Trump left Canadian lumber out of sweeping new tariffs. Here's what it means for housing investors. |
zacks.com |
2025-04-07 19:10:32 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Moves 4.6% Higher: Will This Strength Last? |
D.R. Horton (DHI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. |
zacks.com |
2025-04-07 15:45:38 |
Czytaj oryginał (ang.) |
| D.R. Horton: Falling Rates To Catalyze A Rally |
D.R. Horton is rated a strong buy with 25% upside potential due to anticipated declines in long-term Treasury yields below 4% in 2025. DHI's sensitivity to interest rates, due to leverage to first-time homebuyers, has led to underperformance, but falling rates should catalyze a significant rally. The company's need to offer rate buydowns and incentives impacts average selling prices and gross margins, but these measures are necessary to attract buyers. |
seekingalpha.com |
2025-02-26 13:22:32 |
Czytaj oryginał (ang.) |
| Truist downgrades equities, JPMorgan vs. D.R. Horton: Market Domination |
With one more hour to the closing bell, Julie Hyman and Josh Lipton break down the day's top market stories while speaking to Wall Street experts on this episode of Market Domination. Truist co-Chief Investment Officer and chief market strategist Keith Lerner comes on the program after downgrading equities (^DJI, ^IXIC, ^GSPC) to Neutral, outlining the "soft patch" appearing in recent economic data. |
youtube.com |
2025-02-25 21:40:16 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Increases Despite Market Slip: Here's What You Need to Know |
D.R. Horton (DHI) closed the most recent trading day at $126.42, moving +0.35% from the previous trading session. |
zacks.com |
2025-02-24 21:15:28 |
Czytaj oryginał (ang.) |
| Why Is D.R. Horton (DHI) Down 13.7% Since Last Earnings Report? |
D.R. Horton (DHI) reported earnings 30 days ago. What's next for the stock? |
zacks.com |
2025-02-20 14:30:37 |
Czytaj oryginał (ang.) |
| D.R. Horton, Inc. (DHI) Barclays 42nd Annual Industrial Select Conference (Transcript) |
D.R. Horton, Inc. (NYSE:DHI ) Barclays 42nd Annual Industrial Select Conference Call February 19, 2025 3:00 PM ET Company Participants Jessica Hansen - Senior Vice President, Investor Relations & Communications Conference Call Participants Matthew Bouley - Barclays Matthew Bouley All right. Hello, everyone. |
seekingalpha.com |
2025-02-19 23:48:04 |
Czytaj oryginał (ang.) |
| D.R. Horton, Inc. Announces Pricing of $700 Million of 5.500% Senior Notes Due 2035 |
ARLINGTON, Texas--(BUSINESS WIRE)---- $DHI--D.R. Horton announced that it has priced $700 million principal amount of 5.500% senior notes due 2035. |
businesswire.com |
2025-02-19 21:17:00 |
Czytaj oryginał (ang.) |
| Home Builder Stocks Are on Track for Worst February in 5 Years. What's Dragging Them Down. |
High construction costs, rising mortgage rates, and looming tariffs are pressuring the stocks. |
barrons.com |
2025-02-19 18:54:00 |
Czytaj oryginał (ang.) |
| 3 Of My Best Dividend Picks For A Huge Economic Shift |
The economy is shifting, creating risks and opportunities for dividend investors. I'm focusing on stocks built to thrive in changing conditions. These picks offer strong fundamentals, reliable income, and the ability to adapt. Their business models position them well for long-term success. While uncertainty looms, I see this as a chance to lock in great dividends. These stocks align with my strategy and should reward patient investors. |
seekingalpha.com |
2025-02-19 09:30:00 |
Czytaj oryginał (ang.) |
| 3 Magnificent Stocks to Buy That Are Near 52-Week Lows |
Buy low, sell high. That has been a good strategy for investors for a long time. |
fool.com |
2025-02-17 07:44:00 |
Czytaj oryginał (ang.) |
| Homebuilder Stocks Sink on Worries Trump Tariffs Could Raise Costs |
Shares of several homebuilders and construction companies lost ground Monday on worries that new tariffs could raise building costs. |
investopedia.com |
2025-02-03 20:51:16 |
Czytaj oryginał (ang.) |
| 3 Stocks Down 20% Over the Past Six Months But Wall Street Thinks Will Pop 20% Or More This Year |
Most stocks have experienced a significant downturn in January 2025, with many indices reflecting a decline of around 20%. |
247wallst.com |
2025-02-03 14:09:18 |
Czytaj oryginał (ang.) |
| Here's Why D.R. Horton Is Looking Attractive |
Here's Why D.R. Horton Is Looking Attractive |
seekingalpha.com |
2025-01-30 04:24:54 |
Czytaj oryginał (ang.) |
| A Quest That Has Translated Into New Investments |
Focus on companies with proven business models, strong management, and potential for long-term market share growth in large industries. M&T Bank, Ashtead Group, Installed Building Products, Fiserv, Ferguson, Kinsale Capital Group, Align Technologies, and Medpace Holdings are highlighted investments. Emphasis on conservative financial practices, market dominance, and strategic capital deployment to drive future growth and shareholder value. |
seekingalpha.com |
2025-01-30 01:00:00 |
Czytaj oryginał (ang.) |
| Homebuilders Are Drastically Mispriced Given Growth Outlook |
Homebuilder stocks are trading at low multiples despite consensus estimates predicting 22%-82% earnings growth by 2028, indicating potential undervaluation. The U.S. housing market faces an affordability crisis, but long-term undersupply and strong fundamentals make homebuilders attractive investments. Homebuilders have improved margins, low debt, and strong free cash flow, positioning them well for future growth and share buybacks. |
seekingalpha.com |
2025-01-29 20:04:54 |
Czytaj oryginał (ang.) |
| Homebuilders Brace For Tough 2025, Analyst Downgrades D.R. Horton And Smith Douglas Amid Market Pressures |
BofA Securities analyst Rafe Jadrosich downgraded D.R. Horton, Inc. DHI and Smith Douglas Homes Corp. SDHC, citing a tough outlook for homebuilder stocks as the spring selling season approaches. |
benzinga.com |
2025-01-27 16:13:41 |
Czytaj oryginał (ang.) |
| Calls of the Day: D.R. Horton, Twilio and Starbucks |
The Investment Committee debate the latest Calls of the Day. |
youtube.com |
2025-01-27 15:55:10 |
Czytaj oryginał (ang.) |
| D.R. Horton, Pulte, Smith Douglas downgraded on chilly spring home-building outlook |
A mostly challenging outlook for home builders caused analysts to reshuffle ratings on most of the big names in the sector on Monday. |
marketwatch.com |
2025-01-27 14:17:00 |
Czytaj oryginał (ang.) |
| Morning In America |
Following the best week since November, U.S. markets posted their best first-week of a Presidential term since 1985 as investors saw business-friendly undertones in the early days of the new administration. Striking an agreeable tone for markets that were wary of the inflationary impacts of trade and fiscal policy, President Trump focused on supply side policies and didn't immediately implement sweeping tariffs. Posting record-highs for the first time since early December, the S&P 500 gained another 1.7% on the week, notching back-to-back weekly gains following a stretch of 4-of-5 weekly losses. |
seekingalpha.com |
2025-01-26 11:00:00 |
Czytaj oryginał (ang.) |
| D.R. Horton: At Least The Stock Is Supported By An Aggressive Buyback |
Soft Q1 results for D.R. Horton (DHI), including a 7% drop in EPS and decreased home sales revenue confirmed the need for tempered full-year expectations. The company reiterated full-year guidance with flattish revenue growth, a small increase in home closings. DHI's low valuation, aggressive buyback plans, and challenging housing market dynamics suggest a low-risk hold, but not a relative bargain. |
seekingalpha.com |
2025-01-23 11:26:15 |
Czytaj oryginał (ang.) |
| 3 Dirt-Cheap Stocks to Buy in a Market That's Priced for Perfection |
How expensive is the stock market right now? The S&P 500 Shiller CAPE ratio is near its second-highest level ever. |
fool.com |
2025-01-22 06:52:00 |
Czytaj oryginał (ang.) |
| 5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2025) |
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2025) |
seekingalpha.com |
2025-01-04 10:00:00 |
Czytaj oryginał (ang.) |
| 2024 Year in Review: WMT Dominance, Travel Rally & Homebuilders Sell Off |
Many travel stocks returned to pre-pandemic demand, leading cruise and airline stocks to soar in 2024. Diane King Hall breaks down the "all systems go" signals behind rallies for United Airlines (UAL), Delta Airlines (DAL), Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH). |
youtube.com |
2024-12-31 11:45:00 |
Czytaj oryginał (ang.) |
| D.R. Horton: An Undervalued Stock With Strong Demand Backdrop |
D.R. Horton advanced its revenue from $10.8 billion in FY 2015 to $36.8 billion in FY 2024. That's a compound annual growth rate of 14.6%. From lot acquisition and development all the way to providing and financing a finished product, D.R. Horton is a “one-stop shop”. Averaging the three numbers out gives us a final valuation of $160.88, which would indicate the stock is possibly 12% undervalued. |
seekingalpha.com |
2024-12-30 11:00:00 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Laps the Stock Market: Here's Why |
D.R. Horton (DHI) concluded the recent trading session at $139.61, signifying a +1.73% move from its prior day's close. |
zacks.com |
2024-12-20 21:16:12 |
Czytaj oryginał (ang.) |
| UBS' John Lovallo: Still bullish on homebuilder stocks despite rates, inventory build |
John Lovallo, UBS homebuilders and building products analyst, joins 'Squawk on the Street' to discuss the weakness in homebuilder stocks, the case that homebuilder stocks are cheap, and immigration reform in the United States. |
youtube.com |
2024-12-17 13:32:13 |
Czytaj oryginał (ang.) |
| DR Horton Acquires Additional Land to Grow Booming Subdivision, Silverado |
AUBREY, Texas--(BUSINESS WIRE)--Davidson Bogel Real Estate (“DB2RE”) is pleased to announce an additional phase to DR Horton's master-planned community, Silverado. The homebuilder purchased 32 adjacent acres for an additional phase. The property is located at the northwest corner of McNatt Road and Frontier Parkway in Aubrey, TX. The land was owned by Bartel Transportation, who has utilized the property for mining and transportation of rock, sand, gravel, and select fill. Brad Chilcoat with Dav. |
businesswire.com |
2024-12-13 19:01:00 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Suffers a Larger Drop Than the General Market: Key Insights |
The latest trading day saw D.R. Horton (DHI) settling at $151.21, representing a -1.61% change from its previous close. |
zacks.com |
2024-12-12 21:15:36 |
Czytaj oryginał (ang.) |
| D.R. Horton: An Industry Leader Worth Considering |
I maintain a “buy” rating for D.R. Horton, Inc. stock due to its strong market position and attractive pricing despite significant stock gains. D.R. Horton's diversified portfolio and focus on affordable homes have driven impressive growth, even as average home prices fell. The company's other operations, including rentals and Forestar, add value but remain smaller contributors to overall revenue. |
seekingalpha.com |
2024-12-11 20:13:41 |
Czytaj oryginał (ang.) |
| Should You Buy the Dip in Real Estate Stocks Now? |
After the United States elected a new president, the thought of new policies, including tariffs and a view on immigration, spooked some investors out of the real estate sector. The reasons why stocks in the space pulled back recently can be attributed to both the potential cost increase from trade tariffs and the tightening supply of construction labor, which would further increase costs for homebuilders, especially. |
marketbeat.com |
2024-12-09 09:32:01 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Sees a More Significant Dip Than Broader Market: Some Facts to Know |
D.R. Horton (DHI) closed at $159.68 in the latest trading session, marking a -1.04% move from the prior day. |
zacks.com |
2024-12-05 21:15:19 |
Czytaj oryginał (ang.) |
| D.R. Horton, Inc. to Release 2025 First Quarter Earnings on January 21, 2025 |
ARLINGTON, Texas--(BUSINESS WIRE)---- $DHI #earnings--D.R. Horton announced that the Company will release financial results for its first quarter ended December 31, 2024 on Tuesday, January 21, 2025. |
businesswire.com |
2024-12-03 14:38:00 |
Czytaj oryginał (ang.) |
| D.R. Horton (DHI) Up 0.1% Since Last Earnings Report: Can It Continue? |
D.R. Horton (DHI) reported earnings 30 days ago. What's next for the stock? |
zacks.com |
2024-11-28 14:36:06 |
Czytaj oryginał (ang.) |
| Final Trades: Nasdaq, D.R. Horton, Crowdstrike, and the IJR |
The Investment Committee give you their top stocks to watch for the second half. |
youtube.com |
2024-11-19 15:39:18 |
Czytaj oryginał (ang.) |
| Homebuilder M&A soars - here's why |
CNBC's Diana Olick joins 'The Exchange' to report on homebuilder sentiment improving and why homebuilder M&A is soaring. |
youtube.com |
2024-11-18 15:53:25 |
Czytaj oryginał (ang.) |
| D.R. Horton: Don't Freak Out From Temporary Macro-Driven Selloffs |
D.R. Horton shares have declined due to macroeconomic concerns and disappointing outlooks from homebuilders, highlighting the sector's sensitivity to economic conditions. Despite short-term challenges, D.R. Horton benefits from a significant housing deficit and industry tailwinds, maintaining strong long-term growth potential. The recent rate cut caused market caution, impacting housing affordability and leading to lower margins and revenues for D.R. Horton. |
seekingalpha.com |
2024-11-17 09:32:42 |
Czytaj oryginał (ang.) |
| 17 Upcoming Dividend Increases |
This week, 17 companies with an average dividend increase of 8.3% are highlighted, emphasizing consistent dividend growth and outperforming benchmarks. My investment strategy focuses on buying, holding, and adding companies with consistent dividend increases and superior performance compared to benchmarks. The list is created using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ, featuring companies with at least five years of dividend growth. |
seekingalpha.com |
2024-11-07 01:03:07 |
Czytaj oryginał (ang.) |
| Mortgage rates surge higher on Trump victory, causing housing stocks to fall |
The average rate on the 30-year fixed mortgage surged 9 basis points Wednesday to 7.13%, according to Mortgage News Daily. Housing stocks reacted in turn, with both the big public builders and building material companies falling sharply. |
cnbc.com |
2024-11-06 14:37:24 |
Czytaj oryginał (ang.) |
| Harris Stocks: Promising Picks If Harris Wins |
The Trump vs. Harris game is down to the bottom of the ninth. |
forbes.com |
2024-11-05 13:25:27 |
Czytaj oryginał (ang.) |
| Companies brace for Tuesday: Mentions of election surge on company conference calls |
More companies are talking publicly with investors about the presidential election than in recent cycles. |
cnbc.com |
2024-11-02 09:47:23 |
Czytaj oryginał (ang.) |
| D.R. Horton Analysts Slash Their Forecasts After Weak Q4 Results |
D.R. Horton DHI reported worse-than-expected fourth-quarter EPS and sales results on Tuesday. |
benzinga.com |
2024-10-30 16:49:06 |
Czytaj oryginał (ang.) |