HORTON D R INC /DE/
No SEC Form 4 filings for $DHI in the last 30 days.
See all $DHI insider activity →Berkshire Hathaway, under CEO Greg Abel, has increased its housing investments, acquiring Taylor Morrison for $6.8B and boosting stakes in Lennar and D.R. Horton. However, housing market data shows declining demand and sales, raising concerns about the timing of these investments. Berkshire's holdings are exposed to regions with significant declines in pending home sales.
Berkshire Hathaway, under CEO Greg Abel, increased investments in homebuilders Lennar and D.R. Horton, and acquired Taylor Morrison for $6.8 billion, signaling a bet on a housing market recovery. The company also adjusted stakes in Delta Air Lines, Alphabet, and Macy's, while reducing cash reserves by $31.9 billion. Berkshire's existing housing-related businesses include Clayton Homes and Berkshire Hathaway HomeServices.
Berkshire Hathaway increased its stake in Alphabet by 83% in Q2, making it its third-largest holding at $37.8 billion. The company also boosted its position in Lennar and added D.R. Horton, while exiting Constellation Brands and reducing stakes in Capital One, Nucor, and Kroger. Alphabet's Google Cloud revenue grew 82% YOY, but its AI model faces competition.
Over the past 7 days, alphai's AI scored 5 news stories mentioning DHI (HORTON D R INC /DE/). Coverage has skewed bearish: 0 bullish, 4 neutral, and 1 bearish.
Recent DHI coverage spans mergers & acquisitions, market movers and earnings.
Entry into DHI signals Berkshire's confidence in the builder despite sector headwinds.
Re‑entry could be viewed as a vote of confidence.
Minimal impact due to tiny size; unlikely to move the stock.
Initial position could be a foothold for future accumulation.
Potential revenue and earnings pressure for DHI.
alphai scores every news story that mentions DHI with an AI model for sentiment and relevance, and aggregates insider trades from HORTON D R INC /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Berkshire Hathaway, under CEO Greg Abel, has increased its housing investments, acquiring Taylor Morrison for $6.8B and boosting stakes in Lennar and D.R. Horton. However, housing market data shows declining demand and sales, raising concerns about the timing of these investments. Berkshire's holdings are exposed to regions with significant declines in pending home sales.
3 min readBerkshire Hathaway, under CEO Greg Abel, increased investments in homebuilders Lennar and D.R. Horton, and acquired Taylor Morrison for $6.8 billion, signaling a bet on a housing market recovery. The company also adjusted stakes in Delta Air Lines, Alphabet, and Macy's, while reducing cash reserves by $31.9 billion. Berkshire's existing housing-related businesses include Clayton Homes and Berkshire Hathaway HomeServices.
3 min readBerkshire Hathaway increased its stake in Alphabet by 83% in Q2, making it its third-largest holding at $37.8 billion. The company also boosted its position in Lennar and added D.R. Horton, while exiting Constellation Brands and reducing stakes in Capital One, Nucor, and Kroger. Alphabet's Google Cloud revenue grew 82% YOY, but its AI model faces competition.
3 min readBerkshire Hathaway acquired Taylor Morrison for $8.5B, increased stake in Lennar by 30%, and bought shares of D.R. Horton in Q2, signaling a bet on housing recovery. The company already owns Clayton Homes and Berkshire Hathaway Home Services, adding to its housing exposure. High mortgage rates and economic uncertainty have slowed the U.S. housing market, but pent-up demand and a housing shortage may drive future growth.
3 min readUS new-home sales fell 10.5% in July to a 607,000 annual rate, below economist expectations. Median home price dropped 0.9% to $393,800. DR Horton expects lower sales, while Toll Brothers saw contract increases. Inventory decreased 1.6% to 488,000 homes. Sales varied regionally, with declines in the South and Midwest. Data is volatile but seen as a timely market indicator.
2 min readU.S. homebuilding fell 12.4% in July, missing expectations, due to high mortgage rates tied to rising Treasury yields. Single-family starts dropped 9.9%, the lowest since November 2022. Builders are delaying projects amid high costs and weak sentiment. Berkshire Hathaway acquired Taylor Morrison for $6.8B and increased stakes in D.R. Horton and Lennar, citing industry value.
3 min readD.R. Horton (DHI) reported Q3 2026 earnings of $3.20 per share, beating estimates by 7%, with revenues of $9.23B, up 0.5% YoY. Shares rose 6.6% since the last earnings report. The company faces margin pressure and higher cancellations but maintains flexible inventory. DHI trimmed fiscal 2026 revenue guidance to $32.5B-$33B. Analysts have downgraded estimates, and the stock has a Zacks Rank #3 (Hold).
3 min readBerkshire Hathaway (BRK-B) increased its stock portfolio value to $299B in Q2, adding D.R. Horton (DHI) and boosting stakes in Alphabet (GOOG), Delta Air Lines (DAL), Lennar (LEN.B), New York Times (NYT), and Macy’s (M). It reduced holdings in Bank of America (BAC), Kroger (KR), Ally Financial (ALLY), and Capital One Financial (COF).
2 min readHomebuilder stocks rose after the Treasury announced it would double bond buyback operations, causing long-term yields to retreat. DHI, LEN, PHM, BLDR, and TOL gained 3.5% to 7.1%, despite TOL's downbeat earnings. The S&P 1500 Homebuilding index rose 4.4%.
2 min readD.R. Horton (DHI) reported a 20% cancellation rate and lowered revenue guidance, while loanDepot (LDI) fell 59% YTD. Annaly Capital (NLY) rose 12% on wider net interest spreads. PNC gained 25% by repositioning its portfolio. Mortgage rates increased due to higher 10-year Treasury yields, not Fed policy, with CPI at 3.4%.
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