DHI D.R. Horton, Inc.

Berkshire is scaling a vertically integrated U.S. housing platform spanning homebuilding, finance, building products and insurance.

Berkshire Hathaway has raised its stake in Lennar to 11%. Its Clayton Homes unit shows how substantial its housing business has become.

The latest trading day saw D.R. Horton (DHI) settling at $139.42, representing a -1.48% change from its previous close.

Berkshire just crossed a threshold that forces it to reveal its moves within days, and what those filings show is a sustained, deliberate accumulation of a homebuilder Wall Street has loaded up with sell ratings.

D.R. Horton, CAVA, and FTAI Aviation announced major buyback programs after share price declines, with D.R. Horton raising 2026 repurchase guidance 30% amid housing headwinds.

The Fed's rate hikes have quietly broken the arithmetic of buying, selling, and even staying put for millions of American homeowners. Now the builders absorbing the damage in real time are flashing warning signals worth watching closely.

Berkshire Hathaway is doubling down on the U.S. housing market. The conglomerate bought roughly $212.4 million worth of home-builder Lennar's shares in recent days, according to securities filings. The purchases mean that Berkshire now owns around 10% of Lennar.

Berkshire is buying as Lennar's fundamentals move the other way

Lennar (LEN) stock sits near $76, its 52-week low, after losing about 39% over the past year while the S&P 500 gained 17% with dividends reinvested. That is below its book value of roughly $91 a share at the end of fiscal Q3 2026, and the CEO says the stock is on sale. The easy read is a bargain. The catch is land that Lennar agreed to buy in very different market conditions, and part of that bill still has no number on it.

Lennar, the nation’s third-largest home builder, had a earnings miss last week. But it wasn’t inflation driving up construction materials or tariffs or wages or any of the other usual suspects that stood out. It was land holdings.

Lennar (LEN) stock has lost about 41% over the past year, and on September 18 it closed at the bottom of its 52-week range. The bigger risk sits inside the business. Its plan to rebuild profit depends on selling homes at a steady pace, and its own numbers show that pace slipping.

Lennar missed Q3 earnings estimates and hit a 52-week low as affordability pressures, high mortgage rates, and rising resale inventory weigh on it and rivals D.R. Horton and PulteGroup.

The latest analyst update on D.R. Horton includes a revised fair value estimate that shifts from US$165.29 to US$161.25, providing a fresh reference point for current price targets. This adjustment sits alongside a mix of bullish and cautious commentary, with some analysts highlighting solid execution and others focusing on affordability and demand risks that may limit how far targets move. As you read on, you will see how these different views shape the evolving narrative around D.R. Horton...

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Lennar's (LEN, LEN.B) shares declined early Thursday after the homebuilder reported weaker-than-expe

In the most recent trading session, D.R. Horton (DHI) closed at $138.32, indicating a -1.34% shift from the previous trading day.

Rising mortgage rates pressure homebuilder stocks in 2026, yet analysts see upside for D.R. Horton, PulteGroup and Lennar despite mixed institutional buying and rating trends.

Meritage Homes (MTH) and other homebuilders will likely need to increase buyer incentives amid eleva

Copper, crypto and Big Tech could continue to climb if the Fed hikes interest rates. But leisure stocks and home builders might struggle.

The bond market just flashed a signal it last sent in 2007, and what followed that time was not what investors expected. History offers a warning, but it is not the one most people think.

A Schwab fixed-income strategist and a Wharton finance professor are both saying the same unsettling thing about next week's Fed meeting, and Friday's CPI report could make their case impossible to ignore.

The latest trading day saw D.R. Horton (DHI) settling at $135.57, representing a -2.42% change from its previous close.

The US housing market is facing renewed affordability pressures amid elevated mortgage rates and pri

Treasury Secretary Scott Bessent walked to the microphones this month with a line lifted from a poker table: “I am the house now.” The message to bond traders was blunt. Washington and Tokyo would jointly defend the yen, the Treasury would step up buybacks of longer-dated debt, and anyone shorting the long end of the […]

As D.R. Horton has underperformed relative to the consumer cyclical sector over the past year, Wall Street analysts maintain a cautious outlook on the stock’s prospects.

In the most recent trading session, D.R. Horton (DHI) closed at $144.41, indicating a +1.51% shift from the previous trading day.

With a mountain of cash finally moving off the sidelines, Berkshire Hathaway's latest 13-F reveals four surprising dividend-paying bets that suggest Warren Buffett and his successor Greg Abel see opportunity where most investors still see risk.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.

Greg Abel just steered Berkshire Hathaway into a massive housing bet right as the market sends some of its ugliest demand signals in years. Whether that timing reflects visionary patience or a costly miscalculation depends on what you think comes next.

A luxury builder in a soft market has bought back enough stock to outrun three years of shrinking profits, and the question is what happens when land competes for the same cash.

D.R. Horton enters this valuation review with a strong 5 year share return and a current market price that screens as cheaper than an internally estimated intrinsic value, while investors also weigh ongoing legal and demand headwinds for major homebuilders. D.R. Horton has returned 62.1% over the past 5 years, which keeps longer term holders in profit even though shorter term returns have been softer. The growing focus on mold related lawsuits and construction quality may pressure margins...

Berkshire Hathaway closed its $6.8 billion Taylor Morrison deal and grew stakes in two more homebuilders, signaling confidence under CEO Greg Abel.

Earlier in August, D.R. Horton reported quarterly results that met revenue expectations but issued softer full-year guidance, while Berkshire Hathaway disclosed a new, smaller position in the homebuilder alongside increasing mold-related legal pressures and its removal from the Philippines All Share Index. This mix of cautious outlook, fresh interest from a high-profile investor, and mounting litigation risk highlights the crosscurrents now shaping D.R. Horton’s longer-term investment...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at home builders stocks, starting with D.R. Horton (NYSE:DHI).

Berkshire Hathaway's Q2 filing shows an 83% boost in its Alphabet stake to $37.8 billion, added to Lennar, and cut Capital One, Nucor, Kroger, and Constellation Brands holdings.

Mold-related lawsuits are adding to the financial pressure on major U.S. home builders as homeowners allege construction defects caused mold growth and health problems. The number of lawsuits against home builders has been rising as homeowners blame construction problems for...

Rising long-term Treasury yields persist despite expanded federal buybacks, pressuring rate-sensitive stocks like Realty Income, D.R. Horton and Palantir as investors reassess valuations and financing costs.

PulteGroup (PHM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

D.R. Horton (DHI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Warren Buffett’s Berkshire Hathaway, which is now run by Greg Abel, revealed in its latest 13F filing that the fund bought a new stake in D.R. Horton (NYSE:DHI), worth about $580,000. The fund also increased its stake in fellow homebuilder Lennar (NYSE:LEN) by 30% in the second quarter, lifting that position to about $1.2 billion. […]

Greg Abel just committed $6.8 billion to homebuilders while mortgage rates hover near 7% and builder sentiment sits at multi-year lows. Whether that looks like bold contrarian conviction or a costly miscalculation depends on what happens next.

The Federal Reserve has not touched interest rates in over seven months, yet mortgage rates just climbed to their highest level in years. Understanding why exposes a flaw in how most borrowers think about the connection between the Fed and their monthly payment.

Over the past six months, D.R. Horton’s shares (currently trading at $148.52) have posted a disappointing 11.2% loss, well below the S&P 500’s 13.1% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

Berkshire's latest portfolio moves signal a bigger bet on Alphabet and housing stocks. Here are the ETFs that offer exposure to its top buys.

Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.

Index removal puts fresh attention on D.R. Horton stock D.R. Horton (DHI) has been removed from the Philippines All Share Index, a change that can affect how some passive funds and benchmark-aware investors treat the stock in international portfolios. This type of index move often prompts investors to reassess liquidity, foreign ownership exposure, and how the stock fits within broader construction and housing allocations, rather than signalling any direct shift in the company’s underlying...

Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.

According to the firm’s filing with the Securities and Exchange Commission, Berkshire lifted the combined GOOGL and GOOG position to about 106 million shares.

Berkshire was busy buying stocks in the second quarter. Here are all the stocks that Greg Abel & Co. added to the portfolio — and the ones they sold, too.