D.R. Horton, Inc. (DHI)

Mortgage rates often echo changes in the 10-year Treasury yield, which is rising. Financing costs could increase for buyers.

Stephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the economy, where she's investing her money right now, and more.

D.R. Horton (DHI) reached $174.95 at the closing of the latest trading day, reflecting a +2.03% change compared to its last close.

Housing stocks offered a quick profit on their comeback trail. They might be doing it again.

I track a universe of 50 high-quality dividend growth stocks to identify opportune investments based on valuation and future return potential. As of October 2, 2025, 22 stocks offer attractive future return estimates of at least 10%, with 15 appearing potentially undervalued by my Free Cash Flow model. Top-ranked stocks include MKTX, RMD, MPWR, RACE, and MSCI, each offering strong projected returns driven by yield, valuation upside, and EPS growth.

Investors interested in Building Products - Home Builders stocks are likely familiar with D.R. Horton (DHI) and NVR (NVR).

D.R. Horton remains a soft "Buy" despite recent fundamental deterioration and a pricier valuation relative to peers. DHI's market leadership, diversified price points, and strong capital returns through dividends and aggressive buybacks support its investment case. Recent results show declining revenue, profits, and backlog due to high interest rates and weak housing demand, but cash flow remains solid.

Builders are sensitive to lumber pricing. But they are likely to weather the new tariffs, one analyst says.

The latest trading day saw D.R. Horton (DHI) settling at $167.2, representing a +1.33% change from its previous close.

The United States' homebuilding market has been experiencing choppy weather for the past few years, which is directly hampering the profitability scale for operating homebuilders, such as D.R. Horton, Inc. DHI.

CNBC's Jim Cramer discusses the earnings reports from Lennar and KB Home and what they might be saying about the state of the U.S. housing market.

John Lovallo, UBS homebuilders and building products analyst, joins CNBC to discuss KB Home's outlook, stabilization across key markets like Florida and Texas, and why he believes 2026 could be a breakout year for housing if mortgage rates ease.

Here is how D.R. Horton (DHI) and Southland Holdings (SLND) have performed compared to their sector so far this year.

Toll Brothers TOL and D.R. Horton DHI are two leading U.S. homebuilders with distinct market focuses.

D.R. Horton, Inc. DHI has been able to navigate the challenging homebuilding market conditions since the start of fiscal 2025 due to its disciplined operating model. Despite the ongoing pressures from affordability issues and cautious consumer sentiments, the company's net sales orders inched up 0.3% year over year to 23,071 in the third quarter of fiscal 2025.

Builder confidence stayed flat in September, but falling mortgage rates may spark a housing market rebound, with stocks like DHI, TOL, HD, LOW and MAS already gaining ground.