Q3 2026 earnings for publicly traded mortgage, real estate and homebuilder companies
Published . Updated .
As earnings results begin for Q3 2026, here's a rundown of what's happened for major lenders, brokerages and builders.
Directly affected
- No company is named in this report.
Indirectly affected
- XLRE Real Estate Select Sector SPDR+1.3% 30d
Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “mortgage” (real estate) in this story.
- XHB SPDR S&P Homebuilders ETF+5.1% 30d
SPDR S&P Homebuilders ETF: it holds property and homebuilding stocks. Linked by “mortgage” (real estate) in this story.
- XLF Financial Select Sector SPDR-3.8% 30d
Financial Select Sector SPDR: it holds banks. Linked by “lender” (banks) in this story.
- DHI D.R. Horton+5.1% 30d
D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.
- PLD Prologis-5.8% 30d
Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.
- LEN Lennar+6.8% 30d
Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.
- WELL Welltower-0.5% 30d
Welltower (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.
- JPM JPMorgan Chase-1.7% 30d
JPMorgan Chase (national commercial banks): banks' earnings move with lending, deposits and rates. Linked by “lender” (banks) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLRENo price data for this ticker | — | — | — | — | — | — | — |
| XHBNo price data for this ticker | — | — | — | — | — | — | — |
| XLFNo price data for this ticker | — | — | — | — | — | — | — |
| DHINo price data for this ticker | — | — | — | — | — | — | — |
| PLDNo price data for this ticker | — | — | — | — | — | — | — |
| LENNo price data for this ticker | — | — | — | — | — | — | — |
| WELLNo price data for this ticker | — | — | — | — | — | — | — |
| JPMNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Q3 2026 earnings for publicly traded mortgage, real estate and homebuilder companies HousingWire
Source: HousingWire
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought Horton D R (DHI), worth $15,001 - $50,000 on 17 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Prologis (PLD) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Lennar (LEN) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Lennar (LEN), worth $15,001 - $50,000 on 28 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM), worth $15,001 - $50,000 on 4 Sep 2026. That is 56 days before publication. Filed 1 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Jpmorgan Chase (JPM) (held by a spouse), worth $15,001 - $50,000 on 4 Sep 2026. That is 56 days before publication. Filed 1 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Jpmorgan Chase (JPM) (held by a spouse), worth $100,001 - $250,000 on 27 Aug 2026. That is 64 days before publication. Filed 4 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
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