D.R. Horton

DHI

Market cap $46.4B

Legendary investor Warren Buffett has a history of beating the performance of the S&P 500 with his Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK) conglomerate each year. A recent bet on homebuilders could help boost the 2025 performance of Berkshire Hathaway stock.

The U.S. housing market is severely constrained by high prices, elevated mortgage rates, and overregulation, creating a national affordability crisis. Government intervention is accelerating, with potential emergency measures aimed at boosting supply, easing regulations, and lowering borrowing costs to unlock pent-up demand.

US homebuilder stocks remain in focus after an Evercore ISI analyst, Stephen Kim, downgraded six of them, citing near-term headwinds despite the sector posting robust profitability and capital returns. According to him, the policy shifts could hurt valuations.

The 'Fast Money' traders talk pain in the homebuilders space and if a comeback is possible.

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).