Surprising Results Boosted D.R. Horton (DHI) in Q3

In its third-quarter 2025 capitalist letter, Meridian Hedged Equity Fund highlighted stocks specified arsenic D.R. Horton, Inc. (NYSE:DHI). D.R. Horton, Inc. (NYSE:DHI) is simply a homebuilding company. The one-month instrumentality of D.R. Horton, Inc. (NYSE:DHI) was -6.51%, and its shares gained 2.42% of their worth implicit the past 52 weeks. On December 23, 2025, D.R. Horton, Inc. (NYSE:DHI) banal closed astatine $144.47 per share, with a marketplace capitalization of $42.194 billion.

Meridian Hedged Equity Fund stated the pursuing regarding D.R. Horton, Inc. (NYSE:DHI) successful its 3rd 4th 2025 capitalist letter:

"D.R. Horton, Inc. (NYSE:DHI) is the largest homebuilder successful the United States by volume, with a strategical absorption connected the entry-level and first-time purchaser segments. Our concern thesis centers connected the company's quality to leverage its unmatched standard and production-oriented exemplary to present affordable homes, a compelling worth proposition successful a marketplace challenged by affordability. Its extended beingness crossed galore high-growth Sunbelt markets solidifies its enactment position. The company’s operational ratio drives beardown currency travel generation, enabling important superior returns to shareholders done buybacks portion maintaining a 'land-light' strategy that reduces equilibrium expanse risk. The banal outperformed during the 4th aft the institution reported astonishing results crossed respective metrics, including stronger-than-expected location closings and caller orders (flat versus an expected decline), resilient gross margins that bushed anterior guidance, and a 2% year-over twelvemonth diminution successful operation costs. Management besides raised stock repurchase guidance, signaling assurance successful aboriginal currency flows."

D.R. Horton, Inc. (NYSE:DHI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge money portfolios held D.R. Horton, Inc. (NYSE:DHI) astatine the extremity of the 3rd quarter, which was 64 successful the erstwhile quarter. While we admit the imaginable of D.R. Horton, Inc. (NYSE:DHI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.