A BofA Securities analyst says that Homebuilder stocks lagged the broader market in the first half of 2026, according to the firm's midyear report.
The S&P Composite 1500 Homebuilding Index gained about 6% through June 30, trailing the 9% advance in the S&P 500.
BofA noted that homebuilder shares remained volatile, while average 2026 earnings-per-share estimates for its coverage universe fell about 18% since the start of the year, with stock performance closely tracking earnings revisions.
Housing Affordability Bill Hits A Snag Last week, a housing affordability bill cleared Congress, and homebuilder stocks staged their strongest session in months.
Major stocks like D.R.
