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NYSE:PHM News 29 December 2025 - 4 February 2026

Champion Homes stock jumps 12% on earnings, buyback refresh — what to watch next

Champion Homes stock jumps 12% on earnings, buyback refresh — what to watch next

Champion Homes shares surged 12.3% to $85.36 after reporting a 1.8% sales increase and an expanded $150 million buyback authorization. Net income fell 11.7% to $54.3 million, while backlog dropped 15.1% to $266 million. U.S. home sales slipped 2.6%, but average selling price rose 4.6% to $99,300. Other housing stocks also gained during the session.
4 February 2026
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Mortgage rates today near 6% as Fed meeting kicks off; housing stocks mixed

Mortgage rates today near 6% as Fed meeting kicks off; housing stocks mixed

U.S. 30-year mortgage rates hovered near 6.1% early Tuesday, with Bankrate showing an average of 6.20% and Mortgage News Daily at 6.17%. The 10-year Treasury yield closed at 4.22%. Homebuilder shares slipped, with Lennar down 1.1% and the iShares U.S. Home Construction ETF off 0.6%. Investors await the Federal Reserve’s policy meeting for signals on future borrowing costs.
27 January 2026
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Mortgage rates today hold near 3-year lows as Fed meeting nears; homebuilder shares slip

Mortgage rates today hold near 3-year lows as Fed meeting nears; homebuilder shares slip

The average 30-year fixed mortgage rate holds near 6%, its lowest level in over three years, with Freddie Mac reporting 6.09% and Bankrate at 6.20%. Core PCE inflation remains above the Fed’s 2% target at 2.8%. Treasury yields and new inflation data are shaping rates ahead of the Federal Reserve’s meeting next week. Mortgage applications jumped 14.1% last week, according to the Mortgage Bankers Association.
23 January 2026
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Mortgage rates today: 30-year fixed ticks up as yields rise, homebuilder stocks slip

Mortgage rates today: 30-year fixed ticks up as yields rise, homebuilder stocks slip

U.S. mortgage rates rose Tuesday, with the average 30-year fixed rate up 17 basis points to 6.13% APR, according to NerdWallet. The 10-year Treasury yield hit a four-month high at 4.265%. Homebuilder stocks fell before the bell, with D.R. Horton down 3.2% and Lennar off nearly 3%. S&P 500 futures dropped 1.61% amid tariff concerns and the Greenland dispute.
20 January 2026
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D.R. Horton stock rises as KBW trims target — what Wall Street is watching next

D.R. Horton stock rises as KBW trims target — what Wall Street is watching next

NEW YORK, Jan 12, 2026, 15:07 (ET) — Regular session D.R. Horton’s shares edged up roughly 1% to $158.82 Monday afternoon, even as Keefe Bruyette & Woods lowered its price target on the homebuilder. The firm cut the target to $168 from $175 but kept its market perform rating. (MarketScreener) This move is significant as the sector has been reacting to minor tweaks in rate forecasts and policy talk. Investors are hunting for clues that affordability is improving or that builders might reduce incentives without hurting sales. D.R. Horton faces a key test soon. Investors are gearing up ahead of
12 January 2026
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Real Estate Stocks in focus: XLRE, REITs brace for CPI after Trump’s $200 billion mortgage-bond push

Real Estate Stocks in focus: XLRE, REITs brace for CPI after Trump’s $200 billion mortgage-bond push

New York, January 11, 2026, 13:41 EST — Market closed. U.S. real estate stocks enter the week as the Trump administration’s mortgage-bond strategy takes shape. Treasury Secretary Scott Bessent said the aim is to “roughly match” the Federal Reserve’s runoff of mortgage-backed securities. FHFA Director William Pulte has kicked off with a $3 billion purchase, according to Bessent, while the Fed is allowing about $15 billion a month to roll off. Meanwhile, 30-year mortgage rates are hovering near 6.2%. The Fed still holds just over $2 trillion in these securities. (Reuters) Mortgage-backed securities, known as MBS, are bonds secured by
11 January 2026
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Tri Pointe Homes stock jumps nearly 9% as Trump mortgage-bond order lifts homebuilders; CPI next

Tri Pointe Homes stock jumps nearly 9% as Trump mortgage-bond order lifts homebuilders; CPI next

NEW YORK, Jan 11, 2026, 09:49 EST — Market closed Shares of Tri Pointe Homes jumped 8.7% to close Friday at $35.42, lifted by a broad rally in housing-related stocks. The move came amid speculation that a federal program to purchase mortgage-backed securities might ease borrowing costs. (investors.tripointehomes.com) The move is significant because homebuilder demand is more sensitive to monthly payments than to headline home prices. President Donald Trump announced the administration would order a $200 billion purchase of mortgage bonds, with Federal Housing Finance Agency Director Bill Pulte confirming Fannie Mae and Freddie Mac would carry it out. TD
11 January 2026
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Tri Pointe Homes stock jumps nearly 9% as mortgage-bond move lifts homebuilders; CPI is next

Tri Pointe Homes stock jumps nearly 9% as mortgage-bond move lifts homebuilders; CPI is next

New York, January 10, 2026, 21:10 EST — Market closed. Tri Pointe Homes shares jumped 8.68% to close at $35.42 on Friday, capping a sharp session for U.S. homebuilders as rate-sensitive stocks caught a bid ahead of the weekend. (Tri Pointe Homes) The rally followed President Donald Trump’s order for his representatives to buy $200 billion in mortgage-backed securities — bundles of home loans sold to investors — in a bid to push mortgage rates down, Reuters reported. Redfin’s head of economics research Chen Zhao said the move could trim borrowing costs by “10 to 15 basis points,” or a
11 January 2026
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Lennar stock jumps nearly 9% on Trump’s $200 billion mortgage-bond push — what to watch next

Lennar stock jumps nearly 9% on Trump’s $200 billion mortgage-bond push — what to watch next

New York, January 10, 2026, 21:14 EST — Market closed. Lennar Corp shares closed up 8.85% on Friday at $119.25, outpacing a broader market rise and tracking sharp gains across U.S. homebuilders. D.R. Horton jumped 7.80% and PulteGroup added 7.33%. (MarketWatch) The move followed President Donald Trump’s order for $200 billion in mortgage bond purchases, a step investors read as an attempt to push borrowing costs down and pull would-be buyers back into the housing market. “Every little bit will help push mortgage yields lower,” said Brian Jacobsen, chief economic strategist at Annex Wealth Management, while warning the policy could
11 January 2026
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JPMorgan slashes KB Home target to $50 as Wall Street flags weaker 2026 returns

JPMorgan slashes KB Home target to $50 as Wall Street flags weaker 2026 returns

NEW YORK, December 29, 2025, 10:18 ET JPMorgan Chase cut its price target on KB Home to $50 from $71 and kept a Neutral rating on the homebuilder on Monday, according to a report carried by TheFly. TipRanks The call is the latest sign that analysts are recalibrating expectations for U.S. homebuilders as weaker demand and heavier incentives squeeze margins heading into 2026. ResiClub+1 Investors are focusing on whether builders can defend profitability as affordability remains tight and competition shifts toward discounts and financing support to move homes. ResiClub+1 JPMorgan analyst Michael Rehaut said the bank cut its 2026 and
29 December 2025
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Stock Market Today

Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

Blockchain’s New Pitch: Tracking Supply-Chain Emissions for a Price

7 February 2026
Blockchain industry groups are promoting supply-chain emissions tracking and data transparency, not crypto trading, as key business uses. Companies face mounting pressure to map Scope 3 emissions, which are often hard to verify. Past blockchain supply-chain projects, including Maersk’s TradeLens, struggled with adoption when partners failed to participate.
Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

Ashtead share price in focus as buyback rolls on and NYSE switch clocks closer

7 February 2026
Ashtead shares closed Friday at 4,936p, up 1.09%, after the company bought 88,872 shares under its repurchase program. The group is set to shift its primary listing to New York on March 2, pending court approval, and will be removed from the FTSE UK index the same day. Ashtead paid a half-year dividend of 37.5 U.S. cents per share on Friday.
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