However, other Fed comments today were hawkish. Boston Fed President Susan Collins said that holding interest rates steady would be "appropriate for now" as inflation is likely to stay elevated for some time. Also, Dallas Fed President Lorie Logan said, "With two rate cuts now in place, I'd find it difficult to cut rates again in December unless there is clear evidence that inflation will fall faster than expected or that the labor market will cool more rapidly."Stocks and bonds garnered support today from ...

Core Points - Meritage Homes Corporation has declared a quarterly dividend of $0.43 per share, payable on December 31, 2025, to shareholders of record as of December 17, 2025 [1] - The company has repurchased $128 million of shares in the fourth quarter and $273 million year-to-date, with $536 million remaining under the current authorization program [2] - Meritage plans to increase its share repurchase commitment to $100 million per quarter in 2026, anticipating reduced land acquisition and development spending [3] Company Overview - Meritage Homes is the fifth-largest public homebuilder in the U.S., based on homes closed in 2024, and operates in multiple states including Arizona, California, and Texas [6] - The company has delivered over 200,000 homes in its 40-year history and is recognized for its energy-efficient homebuilding practices [7] - Meritage has received multiple awards from the U.S. Environmental Protection Agency for its commitment to energy efficiency and quality construction [8]

Core Viewpoint - Hovnanian Enterprises, Inc. is set to release its financial results for the fourth quarter and fiscal year ending October 31, 2025, on December 4, 2025, with a conference call scheduled for the same day [1]. Company Overview - Hovnanian Enterprises, Inc. was founded in 1959 and is headquartered in Matawan, New Jersey. It is one of the largest homebuilders in the United States, operating in multiple states including Arizona, California, Florida, and Texas [3]. - The company markets its homes under the trade name K. Hovnanian® Homes and is a significant builder of active lifestyle communities through its subsidiaries [3]. Investor Relations - The fourth quarter earnings conference call will be webcast live on the company's website, and participants are encouraged to access the event at least five minutes prior to the start [2]. - An archive of the webcast will be available for 12 months for those unable to attend the live event [2][4].

Core Insights - Toll Brothers, Inc. has launched a new luxury home community named Venado Valley in Carson City, Nevada, which is now over 50% sold [1][4] - The community offers single-story homes with various floor plans and is designed to provide a tranquil living environment with mountain views [2][4] Company Overview - Toll Brothers is recognized as the nation's leading builder of luxury homes and operates in over 60 markets across 24 states [7] - The company has been publicly traded since 1986 and is listed on the New York Stock Exchange under the symbol "TOL" [7] Community Features - Venado Valley features single-family homes ranging from 2,129 to over 2,337 square feet, with options for 3 to 4 bedrooms and 2.5 to 3.5 baths [2] - Homes are priced from the upper $600,000s and include modern architectural styles such as craftsman and ranch designs [2][4] Sales and Marketing - The community includes both built-to-order and move-in ready homes, catering to various buyer timelines [4] - The Toll Brothers Design Studio offers customers a chance to personalize their homes with a wide selection of fixtures and finishes [5] Customer Experience - The community is positioned as a convenient location with access to shops, restaurants, and outdoor recreation, enhancing the appeal for potential buyers [4]

Core Insights - Toll Brothers, Inc. has launched new home designs at its Westover community in Cumming, Georgia, featuring first-floor primary bedrooms and elegant architectural details, with prices starting from the mid-$700,000s [1][5] Group 1: New Home Designs - The new home designs at Westover include thoughtfully designed floor plans that emphasize comfort and sophistication [1] - Home sizes range from approximately 2,801 to over 3,830 square feet, offering up to five bedrooms and five bathrooms [2] Group 2: Community Features - Westover community offers expansive home sites that provide privacy and serene views, many of which back up to mature tree lines [2] - The community is conveniently located near Georgia State Route 400, providing access to outdoor activities, shopping, dining, and major employment centers [5] Group 3: Customer Experience - Home shoppers can personalize their homes at the Toll Brothers Design Studio, which offers a wide array of selections with the help of professional Design Consultants [3] - A limited number of move-in ready homes with Designer Appointed Features are available in the community [3] Group 4: Company Overview - Toll Brothers, Inc. is a Fortune 500 Company and the leading builder of luxury homes in the United States, founded in 1967 and publicly traded since 1986 [7] - The company operates in over 60 markets across 24 states and offers a variety of home types for different buyer segments [8]

Core Insights - LGI Homes, Inc. is set to open Fulton Meadows, a new community of upgraded single-family homes in North Lakeland, Florida, combining small-town comfort with city connectivity [1][2] Community Features - Fulton Meadows is conveniently located near downtown Lakeland and essential services like Publix, Walmart, and Sam's Club, providing easy access to work, school, and recreation [2] - The community will include a future park and picnic area, appealing to homebuyers seeking comfort and convenience [2] Home Specifications - Homes in Fulton Meadows will feature LGI Homes' CompleteHome™ package, which includes energy-efficient Whirlpool appliances, granite countertops, and other modern upgrades at no extra cost [3] - The community offers five thoughtfully designed floor plans, catering to various family needs [4] Location Advantages - Residents will have access to numerous lakes and parks, with popular destinations like Bonnet Springs Park and Lakeland Square Mall nearby, enhancing the lifestyle experience [4] Sales and Promotions - The community is currently offering builder-paid closing costs and a streamlined homebuying process, making it an attractive option for potential buyers [5] Company Overview - LGI Homes, headquartered in The Woodlands, Texas, operates in 36 markets across 21 states and has closed over 75,000 homes since its founding in 2003, consistently delivering profitable results [6] - The company is recognized for its quality construction and customer service, earning accolades such as being named one of Newsweek's World's Most Trustworthy Companies [6]

Core Insights - Taylor Morrison has been recognized for its exceptional workplace culture, earning spots on Fortune Media's 2025 Best Workplaces in Construction and Best Workplaces for Women lists [1][3]. Company Overview - Taylor Morrison is headquartered in Scottsdale, Arizona, and is one of the leading homebuilders and developers in the United States, serving a diverse range of consumers [9]. Awards and Recognition - The company ranked 8th in the Best Workplaces in Construction and 37th in the Best Workplaces for Women among large companies [3]. - Taylor Morrison has received multiple accolades, including being named America's Most Trusted® Home Builder and inclusion on the Fortune 500 list since 2021 [7]. Workplace Culture - The company boasts a 93% approval rating among team members, significantly higher than the national average of 57% [8]. - Taylor Morrison has increased the percentage of women in construction roles by 887% over the past decade [8]. Employee Development Initiatives - The company offers a summer internship program aimed at attracting young professionals to the homebuilding industry [8]. - Taylor Morrison supports diverse talent acquisition and provides leadership development programs in partnership with external consultants [8].

Core Points - PulteGroup, Inc. announced an 18% increase in its quarterly dividend to $0.26 per common share [1] - The new dividend will be effective from January 6, 2026, for shareholders of record on December 16, 2025 [1] - The decision aligns with the company's capital allocation priorities, focusing on business investment and returning excess funds to shareholders [1]

Core Insights - Toll Brothers, Inc. has launched a new luxury home community named Toll Brothers at Veranda Bay in Flagler Beach, Florida, featuring modern single-family homes with resort-style amenities [1][5] Company Overview - Toll Brothers, Inc. is recognized as the nation's leading builder of luxury homes and operates in over 60 markets across 24 states, including Florida [8] - The company was founded in 1967 and became publicly traded in 1986, listed on the New York Stock Exchange under the symbol "TOL" [8] Community Features - Toll Brothers at Veranda Bay offers homes with 3 to 5 bedrooms, 2 to 4 baths, and 2- to 3-car garages, with prices starting from the mid-$500,000s [2] - The community includes a range of amenities such as an outdoor pool, fitness center, dog park, tennis and pickleball courts, and optional boat slips at a future marina [5][6] Design and Personalization - The Toll Brothers Design Studio provides a one-stop shopping experience for customers to personalize their homes with a variety of selections and professional assistance [3] Location and Accessibility - The community is situated on the banks of the Intracoastal Waterway, close to beautiful beaches, premier golf courses, and upscale shopping districts, approximately one hour from Jacksonville and Orlando [6]

Core Insights - Toll Brothers, Inc. has launched a new luxury townhome community named Willows at Brookfield in Connecticut, featuring modern architecture and low-maintenance living [1][4] - The homes range from 1,913 to over 2,585 square feet, priced from the upper $500,000s, and include various amenities such as 3 bedrooms and multiple bathroom options [2][4] - The community is strategically located near outdoor recreation, commuter routes, and top-rated schools, enhancing its appeal to potential homebuyers [4] Company Overview - Toll Brothers is recognized as the nation's leading builder of luxury homes and has been in operation for 58 years, becoming a public company in 1986 [6][8] - The company operates in over 60 markets across 24 states and offers a wide range of services including architectural, engineering, and mortgage operations [7] - Toll Brothers has received multiple accolades, including being named one of Fortune magazine's World's Most Admired Companies for over 10 years [8]