DR Horton Inc

• On Holding shares fell despite third-quarter earnings per share beating expectations. • Management maintained its full-year constant-currency net sales growth projection. • Elevated inventory levels and unrevised sales outlook triggered valuation readjustments.

• Ferguson will cancel its London Stock Exchange secondary listing by July 2026. • Non-residential demand growth helped the company reiterate its full-year 2026 financial guidance. • Major institutional investors increased their stakes, signaling confidence in the company's long-term strategy.

• D.R. Horton exceeded earnings expectations for fiscal Q2 2026. • Net sales orders increased year-over-year, and unsold homes decreased. • Full-year 2026 financial guidance was reaffirmed by management.

• Ferguson's share price rose due to analyst upgrades and strong performance. • Multiple investment firms reiterated or upgraded ratings and price targets. • Company reported strong fiscal year 2025 results with solid growth projections.

• Ferguson stock price rose amid analyst upgrades and non-residential strength. • Analysts' average 12-month price target for FERG is around $269-$270. • Strong non-residential market growth counterbalances residential market headwinds.

TradingKey - In its latest 13F filing, Berkshire Hathaway, led by “the Oracle of Omaha” Warren Buffett, finally disclosed the “mystery holdings” it deliberately concealed in the first quarter: Nucor (NUE), Lennar (LEN), and D.R. Horton (DHI) — a move that may reflect a strategic bet on the recovery