Why I'm Wary of Most Housing Stocks, Except This One

The housing industry faces significant challenges with record home prices ($440,600 median), elevated mortgage rates (6.7%), and a shortage of 4.7 million homes. While traditional homebuilders struggle, manufactured housing company Legacy Housing stands out with impressive Q2 results (32% revenue growth, 59% net income growth) and benefits from recent congressional legislation supporting the sector. The author believes manufactured homes will fill the housing gap due to lower costs (~$120,000) and reduced stigma.

08/21/2026, 12:30 PM • The Motley Fool

3 Stocks That Warren Buffett's Successor, Greg Abel, Bought (Besides Alphabet). Should You?

Greg Abel, Berkshire Hathaway's new CEO, increased the company's portfolio from $263 billion to $299 billion in Q2 2026. Beyond the notable 83% increase in Alphabet holdings, Berkshire also significantly increased stakes in Delta Air Lines (44%), Lennar (43%), and The New York Times Company (4%). While Delta faces rising fuel costs pressuring margins, Lennar is restructuring its business model, and The New York Times has successfully transitioned to a profitable digital subscription model.

08/19/2026, 5:15 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Is About to Drop a Bombshell on Wall Street Later Today, Aug. 14

Greg Abel, Warren Buffett's successor at Berkshire Hathaway, ended a 14-quarter streak of net stock sales by purchasing $19.8 billion more in equities than sold in Q2 2026. The company's Form 13F filing, due today after market close, will reveal Abel's investment moves, with Alphabet being a confirmed major purchase through a $10 billion private placement. The filing is expected to show significant buying activity in commercial, industrial, and tech companies.

08/14/2026, 5:06 AM • The Motley Fool

This Homebuilder's Average Selling Price Just Hit a 9-Year Low. Here's Why That's Great News for Home Depot

Lennar reported lower average home selling prices ($371,000) to boost demand amid affordability challenges. Lower home prices should increase existing home sales and lead to more major renovation projects, benefiting Home Depot, the largest home-improvement retailer. Despite short-term economic concerns, Home Depot's stock trades at an attractive valuation with positive long-term outlook.

06/22/2026, 7:05 AM • The Motley Fool

Did Berkshire Hathaway Just Make a $6.8 Billion Bet on a Housing Rebound?

Berkshire Hathaway's $6.8 billion acquisition of Taylor Morrison is not necessarily a bet on a housing rebound, but rather a strategic, opportunistic purchase at an attractive valuation. New CEO Greg Abel plans to integrate Taylor Morrison with Berkshire's existing homebuilding operations into a unified platform, signaling a more hands-on management approach compared to Warren Buffett's tenure.

06/13/2026, 8:15 AM • The Motley Fool

S&P 500 Recovery Depends on Whether Peace Hopes Can Lower Oil Risk

U.S. futures rise as investors anticipate SpaceX's historic $1.75 trillion IPO debut and growing hopes for a U.S.-Iran peace deal that could lower oil prices. The S&P 500 is tracking broadly unchanged after last week's decline, with oil prices falling to two-month lows on optimism about normalizing energy flows through the Strait of Hormuz. Key movers include Adobe falling 6% on margin concerns, Lennar declining on weak housing data, and space-related stocks rising ahead of SpaceX's listing.

06/12/2026, 9:24 AM • Investing

Stock Market Today: S&P 500, Nasdaq, Dow Jones Futures Gain Ahead Of SpaceX's Debut—Adobe, Lennar, CoreWeave In Focus (UPDATED)

U.S. stock futures rose on Friday with the S&P 500, Dow Jones, and Nasdaq 100 advancing. Key movers included Adobe declining 4.91% despite strong earnings due to CFO departure, Lennar falling 2.74% on mixed Q2 results, CoreWeave rising 3.61% after Nasdaq-100 inclusion announcement, and Friedman Industries jumping 10.08% on strong Q4 earnings. SpaceX is set to debut at $135 per share with options trading beginning Monday.

06/12/2026, 8:39 AM • Benzinga

Stock Market Today: S&P 500, Dow Futures Gain Ahead Of SpaceX's Debut—Adobe, Lennar, CoreWeave In Focus

U.S. stock futures rose on Friday with the S&P 500, Dow Jones, and Nasdaq 100 advancing. Key movers included Adobe declining 4.91% despite strong earnings due to CFO departure, Lennar falling 2.74% on mixed Q2 results, CoreWeave rising 3.61% after Nasdaq-100 inclusion announcement, and Friedman Industries jumping 10.08% on strong Q4 earnings. SpaceX is set to debut at $135 per share with options trading beginning Monday. Wells Fargo maintains a constructive equity outlook with a year-end S&P 500 target of 7400-7600.

06/12/2026, 5:25 AM • Benzinga

Homebuilder Lennar Reports Mixed Q2: CEO Pegs 'Same Stubborn Headwinds'

Lennar reported Q2 adjusted earnings of $1.31 per share, beating consensus estimates of $1.25, but revenue of $7.94 billion missed analyst expectations of $8.02 billion. CEO Stuart Miller attributed the mixed results to persistent headwinds including elevated mortgage rates, constrained affordability, and cautious consumer sentiment. The stock declined 1.69% in after-hours trading.

06/11/2026, 5:20 PM • Benzinga

The Lock-In Effect Is Real—These 3 Homebuilders Are Betting on It

With seniors reluctant to sell homes due to high mortgage rates, new construction is critical to meet housing demand. Three homebuilders—D.R. Horton, Lennar, and PulteGroup—are positioned to benefit if interest rates decline even modestly in fall 2026, each with distinct strategic advantages and strong balance sheets.

06/08/2026, 7:09 AM • Investing

Berkshire Builds a Moat Around Homebuilders

Berkshire Hathaway's $8.5 billion all-cash acquisition of Taylor Morrison at a 24% premium signals a bullish long-term thesis on U.S. housing and establishes a new valuation benchmark for the homebuilder sector. The deal validates the structural undersupply in residential real estate and may force a repricing across the industry. Lennar, with its strong balance sheet and low valuation, appears well-positioned to benefit from this sector validation despite current bearish sentiment.

06/03/2026, 10:19 AM • Investing

Lennar vs. D.R. Horton: Which Consumer Stock Is a Better Buy in 2026?

The article compares two major U.S. homebuilders, Lennar and D.R. Horton, analyzing their financial performance, strategies, and valuations for 2026. While both face challenges from interest rates and market cyclicality, D.R. Horton is recommended as the better choice due to its asset-light land strategy, stronger cash flow ($3.3B), superior profitability (10.5% net margin), and better positioning to weather uncertain housing market conditions.

05/29/2026, 9:14 PM • The Motley Fool

Lennar Stock Is Down as the U.S. Housing Market Struggles. Is the Stock a Buy in 2026?

Lennar stock has declined 13.6% year-to-date despite decent new home sales, as housing affordability challenges and elevated mortgage rates weigh on the sector. However, the article argues the stock presents an asymmetric risk/reward opportunity, citing the company's strong balance sheet, reduced inventory levels, capital-efficient operations, and technology partnerships that could drive future growth if mortgage rates improve.

05/28/2026, 8:30 AM • The Motley Fool

2 Top Dividend Stocks to Double Up on Right Now

The article recommends Royal Caribbean Cruises and Lennar as attractive dividend-paying stocks that have declined due to economic concerns but maintain sound underlying businesses. Both companies offer dividend yields above 2.3%, more than double the S&P 500's yield, with sustainable payout ratios in the mid-to-upper-20% range. Investors can collect dividends while waiting for stock price recovery as economic conditions improve.

05/06/2026, 8:32 AM • The Motley Fool

Mortgage Rates Just Hit a Four-Week High Thanks to Iran. Are Homebuilder Stocks a Buy on the Dip?

Mortgage rates have risen to 6.45% on the 30-year fixed mortgage due to geopolitical tensions affecting oil prices and inflation expectations. Homebuilder stocks have declined as first-quarter earnings showed weakness, with major builders reporting revenue declines. Without lower interest rates, the housing market recovery appears unlikely in the near term despite existing housing shortages.

05/01/2026, 2:34 PM • The Motley Fool