Buffett Just Bought a Homebuilder. One Stock in That Industry Crushed the S&P 500 by 34x Since 1996

Although Wall Street treats homebuilders as cyclical, Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) just doubled down on the industry in a way that demands attention.

24/7 Wall Street • Jun 2, 2026

These home-builder stocks look cheap after Berkshire's ‘vote of confidence' in the sector

Just being cheap isn't enough to attract hot money — there also has to be some belief that Wall Street vultures are circling. But now there's reason to think that, after two years of underperformance, more longer-term investors will be looking for bargains in the home-builder sector.

Market Watch • Jun 1, 2026

PSMMY or NVR: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Building Products - Home Builders sector might want to consider either Persimmon Plc (PSMMY) or NVR (NVR). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • May 29, 2026

4 High-Flying Stocks Stubbornly Resist Splits—Here's Which Might Crack First

The stock split is back in fashion. Yet a small club of high-priced names has refused to play along for decades, even as peers embrace splits to court retail investors.

24/7 Wall Street • May 27, 2026

Will GE Vernova, MercadoLibre, or NVR Be the Next Big Stock Split?

Wall Street is rediscovering the stock split playbook. In May 2026, KLA (NASDAQ: KLAC | KLAC Price Prediction) announced a 10-for-1 forward stock split alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with shares trading in the $1,800 range.

24/7 Wall Street • May 22, 2026

NVR (NVR) Down 9.3% Since Last Earnings Report: Can It Rebound?

NVR (NVR) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • May 22, 2026

NVR, INC. ANNOUNCES SHARE REPURCHASE AUTHORIZATION

RESTON, Va., May 8, 2026 /PRNewswire/ -- NVR, Inc. (NYSE: NVR) announces that its Board of Directors has authorized the repurchase of up to an aggregate of $750 million of its outstanding common stock.

PRNewsWire • May 8, 2026

Diamond Hill Capital Management Mid Cap Strategy Q1 2026 Drivers And Decisions

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027. Diamond Hill initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given a constructive long-term outlook for US natural gas. Carrier Global is now a focused, high-quality business that Diamond Hill believes is in an excellent position to continue to gain market share and improve margins long-term.

Seeking Alpha • May 8, 2026

NVR: Fundamental Resilience And Reasonable Valuation Warrant A Buy Amid Market Volatility

NVR, Inc. demonstrates resilience amid soft housing markets, leveraging an asset-light model and East Coast focus for sustained profitability. NVR maintains a robust net income margin of 10.4% in Q1 2026, outperforming peers, despite a 21.4% YoY revenue decline. Valuation metrics (P/S 1.87x, P/B 5.09x) indicate NVR is underpriced, with target prices suggesting upside potential.

Seeking Alpha • Apr 28, 2026

NVR, Inc.: Forward Indicators Have Improved, But P&L Hasn't (Rating Upgrade To Hold)

NVR, Inc. (NVR) is upgraded from Sell to Hold as forward indicators improve, but P&L remains under pressure. Q1 2026 saw new orders rise 7% y/y, community count increase, and cancellations improve, signaling demand stabilization. Despite better forward metrics, revenue fell 22% y/y, gross margin declined 230bps, and homebuilding income before tax dropped 39% y/y.

Seeking Alpha • Apr 28, 2026