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Homebuilders make strong showing in market upswing

Published 10/25/2018, 03:33 PM
© Reuters.  Homebuilders make strong showing in market upswing
SPY
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DHI
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LEN
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KBH
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PHM
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MTH
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TOL
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XHB
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WLH_old
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ITB
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PKB
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NAIL
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HOML
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  • With broader markets up strongly today, homebuilder stocks are rising even faster. To be sure, they started at a lower point. iShares U.S. Home Construction ETF (BATS:ITB) has negative return of 32% YTD, while the YTD return on the SPDR S&P 500 Trust (SI:SPY) ETF (NYSEARCA:SPY) is 0.7%.
  • Thursday afternoon, it's up 3.34%, outpacing SPY's gain of 2.4%.
  • Economic data did its part. September pending home sales unexpectedly rose 0.5%, where consensus expected sales to stagnate.
  • Leading the pack, Meritage Homes (NYSE:MTH), spiking 11% after reporting Q3 results. Also on the rise: KB Home (KBH +6.6%), Toll Brothers (TOL +5%), PulteGroup (PHM +4.8%), William Lyon Homes (WLH +5%), D.R. Horton (DHI +3.7%), and Lennar (LEN +3.8%).
  • Previously: Meritage Homes +6% post Q3 results (Oct. 25)
  • Previously: Pending Home Sales unexpectedly increase in September (Oct. 25)
  • ETFs: XHB, ITB, PKB, NAIL, HOML
  • Now read: Meritage Homes Corporation 2018 Q3 - Results - Earnings Call Slides


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