Elevated mortgage rates continue to pressure housing demand and refinancing activity, affecting homebuilders, mortgage originators, and housing-related servicers.
Headwind (5)
LennarLENknock-onRising mortgage rates reduce housing affordability and new home purchase demand.
D.R. HortonDHIknock-onHigher rates compress buyer pool and reduce order volumes for new construction.
Toll BrothersTOLknock-onLuxury homebuilder exposure to rate-sensitive high-end buyers.
Rocket CompaniesRKTknock-onMortgage originator whose volumes decline as refinancing activity drops with higher rates.
Lowe'sLOWknock-onSlower housing construction and DIY activity from reduced new home sales dampen demand for building materials.
Sectors
US homebuilders
Mortgage originators and servicers
Building materials suppliers
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