Core Insights - The average rate on the 30-year fixed mortgage in the U.S. has dipped below 6% for the first time in three-and-a-half years, providing a psychological boost to the housing market, which has been struggling with high borrowing costs and limited supply [12] - Economists caution that the recent decline in mortgage rates may be temporary, driven by volatility in bond markets rather than a significant change in economic fundamentals [12][10] - A shortage of housing inventory remains a critical issue, with millions of homeowners locked into lower mortgage rates, creating a "rate-lock" effect that discourages selling [5][12] Housing Market Dynamics - Home prices rose by 1.8% in the 12 months through December, following a 2.1% increase in November, indicating moderated price growth but ongoing affordability challenges [5][12] - The Trump administration's initiative to purchase $200 billion in mortgage bonds aims to lower borrowing costs, but economists are skeptical about its effectiveness without an increase in housing supply [6][12] - Federal Reserve minutes indicate that the bond-buying initiative led to a decline in mortgage-backed securities yields, but refinancing activity is unlikely to surge due to current mortgage rates being above the weighted average of outstanding loans [7][12] Market Implications - The decline in mortgage rates could support shares of homebuilders, banks, and consumer discretionary companies linked to housing demand, as housing is closely tied to broader economic activity [10][12] - Falling Treasury yields may benefit growth-oriented sectors in the U.S. stock market, as lower yields reduce discount rates used in equity valuations [10][12] - Despite the potential for increased buyer confidence with rates below 6%, analysts emphasize that life events often drive housing decisions more than marginal rate changes, and without a significant rise in listings, lower rates may not lead to a broad housing revival [9][12]

Lennar Corporation to Broadcast Its First Quarter 2026 Earnings Call on March 13, 2026 [Accessibility Statement] Skip NavigationMIAMI, Feb. 26, 2026 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's largest homebuilders, announced today that the Company will release its first quarter 2026 earnings after the market closes on March 12, 2026. Additionally, the Company will host a conference call on March 13, 2026 at 11:00 a.m. Eastern Time.The call will be broadcast live and can be ...

M/I Homes is a leading U.S. residential homebuilder operating across key growth markets in the Midwest, South, and Southeast. The company leverages a vertically integrated approach, controlling the entire value chain from land acquisition through construction to mortgage and title services.Operates an integrated model encompassing land acquisition, development, home construction, and financial services, generating revenue from both home sales and related services.Does this sale signal any change to Creek’s ...

Top 10 national builder will host February Grand Opening for Sunflower at One Lake FAIRFIELD, Calif., Feb. 26, 2026 /PRNewswire/ -- Century Communities, Inc. (NYSE: CCS)—a top national homebuilder, industry leader in online home sales, and featured on America's Most Trustworthy Companies and World's Most Trustworthy Companies by Newsweek—announced the Company will host a Grand Opening event this month at One Lake in Fairfield, an amenity-packed planned community boasting access to a 21-acre recreational l ...

INVESTOR PRESENTATION Southgate Homes | Reserve at Watters| Allen, TX 2025 Fourth Quarter Forward Looking Statements This press release and our earnings call contain "forward-looking statements" within the meaning of the Private Securities Litigation Act of 1995. These statements concern expectations, beliefs, projections, plans and strategies, anticipated events or trends and similar expressions concerning matters that are not historical facts and typically include the words "anticipate," "believe," "consi ...

HOLLADAY, Utah--(BUSINESS WIRE)--Tri Pointe Homes, Inc. (NYSE: TPH), one of the nation's largest homebuilders, has unveiled its first Utah townhomes at Aspire at Holladay Hills, a new community in one of Utah's most premier neighborhoods. With interior merchandising by design expert, Emmy-winning TV host, and author Bobby Berk, the collaboration marks the release of Berk's first residential design project in the state of Utah. Homes are now available for tours, and home shoppers can join an int. ...

Geopolitical risks remain a negative for stocks. Tuesday evening, President Trump said Iranian officials are "again pursuing their sinister nuclear ambitions," boosting speculation that the US may be preparing a military strike on Iran in the coming days. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s ...

Group 1 - Hovnanian Enterprises, Inc. will host a fireside chat at J.P. Morgan's 2026 Global Leveraged Finance Conference on March 2, 2026, at 11:00 am ET [1] - The presentation will be available via live webcast on Hovnanian's Investor Relations website, with an archive accessible later for those unable to attend live [2] - Hovnanian Enterprises, Inc. is one of the largest homebuilders in the U.S., operating in multiple states and marketing homes under the K. Hovnanian Homes brand [3] Group 2 - The company was founded in 1959 and is headquartered in Matawan, New Jersey, with significant operations across various states including Arizona, California, and Texas [3] - Hovnanian is also a major builder of active lifestyle communities through its subsidiaries [3] - Additional investor information can be found on the company's website, and interested parties can join the investor email list [4]

Tri Pointe Homes (TPH) reported $945.9 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 22.6%. EPS of $0.80 for the same period compares to $1.37 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $908.7 million, representing a surprise of +4.09%. The company delivered an EPS surprise of +2.56%, with the consensus EPS estimate being $0.78.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Stocks exposed to the US housing market plummeted Wednesday as investors assessed grim outlooks from companies like home improvement retailer Lowe’s Cos Inc., and weighed the lack of a housing policy update during President Donald Trump’s State of the Union speech. The S&P composite homebuilder index shed as much as 5.2%, the most since last April’s tariff-related market meltdown. The declines were led by Green Brick Partners Inc., Lennar Corp., Champion Homes Inc., Dream Finders Homes Inc., Installed Bui ...