A Seaport analyst has turned bearish on multiple home-builder stocks, saying the outlook for job growth could be worse for the housing market over the long term than the recent jump in oil prices.

Investors looking for stocks in the Building Products - Home Builders sector might want to consider either D.R. Horton (DHI) or NVR (NVR).

Investors looking for stocks in the Building Products - Home Builders sector might want to consider either D.R. Horton (DHI) or NVR (NVR).

In the most recent trading session, D.R. Horton (DHI) closed at $139.69, indicating a +1.04% shift from the previous trading day.

The United States housing market started to normalize in 2026, with the 30-year fixed-rate mortgage dipping as low as 5.98% by the week ending Feb. 26, 2026, after being above 6% for more than a year, per Freddie Mac. Besides, per the March 12 report by the U.S. Census Bureau and the U.S. Department of Housing and Urban Development, housing starts in January were 1,487,000, up 7.2% month over month and 9.5% from the year-ago value.

Allspring Global Investments Holdings LLC trimmed its holdings in D.R. Horton, Inc. (NYSE: DHI) by 21.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,522,462 shares of the construction company's stock after selling 406,435 shares during

DHI gains on strong execution, rising orders and liquidity, but higher mortgage rates and heavier incentives pressure margins and cloud the 2026 outlook.

D.R. Horton, Inc. (NYSE: DHI - Get Free Report) has been given a consensus recommendation of "Hold" by the seventeen research firms that are currently covering the firm, Marketbeat reports. Four research analysts have rated the stock with a sell recommendation, nine have issued a hold recommendation and four have assigned a buy recommendation to the

Assenagon Asset Management S.A. increased its stake in D.R. Horton, Inc. (NYSE: DHI) by 1,249.0% in the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 214,531 shares of the construction company's stock after purchasing an additional 198,628 shares during the quarter. Assenagon Asset Management

The housing market is likely to see higher demand over time, one analyst notes.