Why it’s on the map
Lumber/plywood costs (NAHB: tariffs add $10k+/home) + hawkish Fed; cut delivery guidance; cap -40% YoY.
Government money & contracts
None.
Customers & commercial
Homebuyers.
Catalysts
Fed Sept 16.
Risk
Starts -13.5% YoY.
Tariff durability
Loser.
Dividend · #18 of 47 payers by yield
2.30% yield
$2.00 a share a year · quarterly · pays Feb · May · Jul · Oct
Per payment$0.50a share, 4× a year
Next payoutexpected Feb 2027not yet declared
Last ex-dateOct 7, 2026own it before the ex-date to collect
Last paidOct 22, 2026$0.50 a share
Payout ratio38%of earnings · well covered
Raised—streak not on record
Shares at the Oct 30 close of $86.9411.50
Each payment$5.75
Per year · 4 payments$23.00
Recent payments
| Ex-date | Paid | Per share | |
|---|---|---|---|
| Oct 7, 2026 | Oct 22, 2026 | $0.50 | |
| Jul 10, 2026 | Jul 24, 2026 | $0.50 | |
| Apr 22, 2026 | May 6, 2026 | $0.50 | |
| Feb 4, 2026 | Feb 19, 2026 | $0.50 | |
| Oct 10, 2025 | Oct 27, 2025 | $0.50 |
Yield = $0.50 × 4 ÷ the Oct 30 close of $86.94. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source