TIGARD, Ore., July 29, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE: TOL), the nation’s leading builder of luxury homes, today announced its elegant model home is now available for purchase at the Toll Brothers at River Terrace community in the scenic Bull Mountain area of Tigard, Oregon, located less than 10 miles from downtown Portland. The two-story Gates Farmhouse model home, one of only three homes remaining for sale in the community’s Spring Collection, exemplifies the elevated style, innovative ...

LGI Homes (LGIH) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 5. On the ...

Core Insights - Toll Brothers, Inc. has announced the grand opening of its model home at Toll Brothers at Ocean Isle Palms, a luxury community located near Ocean Isle Beach, North Carolina [1][3] Group 1: Community Features - The community offers single-family homes with 2 to 3 bedrooms, 2 to 3.5 bathrooms, and 2- to 3-car garages, with home sizes ranging from 1,664 to over 2,945 square feet [3] - Homes are priced starting from the low $500,000s, showcasing modern designs and open-concept living spaces [3] Group 2: Amenities and Lifestyle - Future amenities will include a clubhouse with a fitness center, resort-style pool, pickleball and bocce courts, and a yoga garden, promoting an amenity-rich lifestyle [5] - The community provides easy access to the beach, recreational activities, golf courses, shopping, dining, and everyday conveniences [5] Group 3: Company Overview - Toll Brothers, Inc. is a Fortune 500 Company and the leading builder of luxury homes in the United States, operating in over 60 markets across 24 states [7] - The company has been recognized as one of Fortune magazine's World's Most Admired Companies for over 10 years and has received multiple awards for its excellence in home building [8]

Core Insights - James Hardie Building Products Inc. has announced a new three-year exclusive agreement with Beazer Homes to continue providing Hardie® siding and trim products as the standard for new homes built by Beazer across the nation until 2028 [1][2][4] - This partnership emphasizes the commitment of both companies to quality, durability, and energy efficiency in home construction, reinforcing James Hardie's position as a leader in the fiber cement siding market [2][3] Company Overview - James Hardie is recognized as the 1 brand of siding in North America, known for its fiber cement siding and trim products that are engineered for strength, durability, and lasting quality [3][7] - The company employs over 3,700 individuals in North America and operates with a commitment to Zero Harm and an inclusive company culture [7] Partnership Details - The collaboration between James Hardie and Beazer Homes has been ongoing since 2010, focusing on delivering high-performance home exteriors that combine quality and durability with standout design [2][4] - Beazer Homes is noted for its energy-efficient building practices, with a gross HERS score of 42 as of December 2024, the lowest among the top 30 national homebuilders [5] Product Features - Hardie® siding products are noncombustible, resistant to moisture and pests, and designed to withstand extreme weather conditions, making them suitable for various climates and home styles [3][6] - The extended relationship aims to provide homeowners with beautiful, resilient homes that offer trusted protection and design flexibility [4]

Company Analysis - Meritage Homes Corporation (NYSE: MTH) has been downgraded to a hold rating due to weak demand and ineffective incentives [1] - The current risk-reward scenario for MTH is considered unattractive [1] Investment Approach - The investment strategy encompasses fundamental, technical, and momentum investing, leveraging the strengths of each approach [1] - The purpose of sharing insights on Seeking Alpha is to track investment performance and connect with like-minded investors [1]

The collapse in London housebuilding is an economic emergency for Labour, writes Matthew Brooker (via @opinion) https://t.co/I7tYl6JcHM ...

Core Viewpoint - The current earnings season has seen several companies announce significant increases in share buyback authorizations, which can positively impact their earnings per share and share prices. Group 1: Charles Schwab - Charles Schwab reported strong earnings on July 18, beating estimates on both sales and adjusted EPS, leading to a 3% increase in share price [2][3] - On July 24, Schwab announced a new buyback authorization of $20 billion, nearly tripling its previous capacity of $6.9 billion, which represents 11.3% of its market capitalization [3][4] Group 2: D.R. Horton - D.R. Horton experienced a nearly 17% surge in shares after reporting fiscal Q3 2025 earnings on July 22, significantly exceeding sales and adjusted EPS estimates [7][9] - The company plans to increase buyback spending to between $4.2 billion and $4.4 billion for fiscal 2025, up from a previous forecast of $4 billion, indicating a commitment to reducing its share count by 1.4% to 1.9% next quarter [8][9] Group 3: Bank of America - Bank of America announced a substantial increase in its buyback capacity to $40 billion from $9.1 billion, which is approximately 11.1% of its market capitalization [10][11] - The bank reported solid earnings on July 16, beating adjusted EPS estimates but slightly missing on sales, with shares up around 5% since the report [12] Group 4: Teledyne Technologies - Teledyne Technologies reported record revenue of $1.5 billion for Q2, beating sales and adjusted EPS estimates, although shares fell slightly post-results [14][15] - The company announced a new $2 billion buyback authorization, doubling its previous capacity and representing 7.7% of its market capitalization [15][16] Group 5: Overall Market Implications - The trend of increasing buybacks among these firms reflects management confidence in their businesses and a commitment to returning capital to shareholders, which is seen as a positive signal for investors [16]

Group 1 - Bank of Marin (BMRC) reported quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.36 per share, and showing an increase from $0.06 per share a year ago, resulting in an earnings surprise of -19.44% [1] - The company posted revenues of $29.2 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.35%, compared to year-ago revenues of $25.25 million [2] - Over the last four quarters, Bank of Marin has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and the sustainability of earnings expectations [3][4] - Bank of Marin shares have added about 0% since the beginning of the year, underperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the coming quarter is $0.45 on $31.5 million in revenues, and for the current fiscal year, it is $1.49 on $120.2 million in revenues [7] Group 3 - The Zacks Industry Rank indicates that the Banks - West industry is currently in the top 36% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]

A challenging housing market is drawing builders to small cities, where they can build homes that Americans can afford, @conorsen says (via @opinion) https://t.co/mX847siN0X ...

Core Viewpoint - The S&P 500 has seen a broad rally, but the homebuilding sector is struggling due to high mortgage rates, rising construction costs, and regulatory pressures [1] Group 1: Factors Affecting Homebuilders - High mortgage rates have persisted, with the 30-year fixed-rate mortgage fluctuating between 6.5% and 7% for nearly two years, significantly higher than the 2.67% seen in December 2020 [5] - Tariffs on construction materials such as steel, copper, and lumber are increasing costs, with year-over-year increases of 13.6% for fabricated steel plates, 15.1% for metal molding and trim, 18.9% for softwood lumber, and 24.2% for machinery equipment and parts [5] - An immigration crackdown is leading to labor shortages, particularly in the South and Midwest, where undocumented workers make up a significant portion of the construction workforce [4] Group 2: Market Performance and Company Analysis - D.R. Horton Inc. reported earnings that beat expectations, but year-over-year numbers still showed a decline, indicating potential challenges ahead for the sector [8] - NVR Inc. is facing headwinds due to its asset-light model and reliance on subcontractors, with expectations of further year-over-year declines in earnings [11] - Lennar Corp. is vulnerable due to its high-volume strategy, which is sensitive to macroeconomic pressures, and reported a 4.4% drop in year-over-year revenue [14] - KB Home, focusing on first-time buyers, is particularly affected by high prices and mortgage rates, with a reported revenue drop of 10.5% year-over-year [17]