Ratings by Wolfe Research (Truman Patterson)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 1/7/2026 | Trex | TREX | Upgrade | Outperform (Peerperform) |
37.47 (37.54) |
0.19% | Details | |
| 10/23/2025 | Taylor Morrison Home | TMHC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | Owens Corning | OC | Upgrade | Outperform (Peerperform) |
135.44 (109.75) |
-18.97% | Details | |
| 2/5/2025 | Azek Co. | AZEK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/8/2025 | Taylor Morrison Home | TMHC | Upgrade | Outperform (Peerperform) |
60.00 (61.25) |
2.08% | Details | |
| 1/8/2025 | Mohawk Industries | MHK | Upgrade | Outperform (Peerperform) |
117.30 (112.13) |
-4.41% | Details | |
| 10/4/2024 | LGI Homes | LGIH | Maintain | Peerperform (N/A) |
|
Details | ||
| 7/5/2024 | LGI Homes | LGIH | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/23/2024 | Toll Bros. | TOL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2024 | Smith Douglas Homes Corp | SDHC | New Coverage | Peerperform (N/A) |
26.10 (14.00) |
-46.36% | Details | |
| 1/8/2024 | Toll Bros. | TOL | Upgrade | Outperform (Peerperform) |
98.75 (147.68) |
49.55% | Details | |
| 12/12/2023 | Trex | TREX | New Coverage | Peerperform (N/A) |
72.96 (37.47) |
-48.64% | Details | |
| 12/12/2023 | Azek Co. | AZEK | New Coverage | Outperform (N/A) |
34.69 (48.56) |
39.98% | Details | |
| 10/27/2023 | TRI Pointe Homes | TPH | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2023 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2023 | TRI Pointe Homes | TPH | Upgrade | Outperform (Peerperform) |
31.64 (46.32) |
46.4% | Details | |
| 7/26/2023 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2023 | PulteGroup | PHM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2023 | D.R. Horton | DHI | Downgrade | Peerperform (Outperform) |
96.84 (147.26) |
52.07% | Details | |
| 3/22/2023 | PulteGroup | PHM | Upgrade | Outperform (Peerperform) |
55.82 (127.84) |
129.02% | Details | |
| 3/16/2023 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | JELD-WEN | JELD | Maintain | Underperform (N/A) |
|
Details | ||
| 11/8/2022 | JELD-WEN | JELD | Downgrade | Underperform (Peerperform) |
9.46 (1.84) |
-80.55% | Details | |
| 9/23/2022 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2022 | KB Home | KBH | Maintain | Underperform (N/A) |
|
Details | ||
| 5/13/2022 | Meritage Homes | MTH | Downgrade | Peerperform (Outperform) |
80.42 (67.69) |
-15.83% | Details | |
| 5/13/2022 | KB Home | KBH | Downgrade | Underperform (Peerperform) |
32.76 (57.79) |
76.4% | Details | |
| 3/28/2022 | KB Home | KBH | Downgrade | Peerperform (Outperform) |
33.69 (57.79) |
71.53% | Details | |
| 3/18/2022 | Lennar | LEN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2021 | JELD-WEN | JELD | Downgrade | Peerperform (Outperform) |
27.37 (9.46) |
-65.44% | Details | |
| 11/1/2021 | Meritage Homes | MTH | Maintain | Outperform (N/A) |
|
Details | ||
| 3/17/2021 | Mohawk Industries | MHK | New Coverage | Peerperform (N/A) |
188.32 (107.37) |
-42.99% | Details | |
| 3/17/2021 | Masco | MAS | New Coverage | Peerperform (N/A) |
57.48 (63.66) |
10.75% | Details | |
| 3/17/2021 | Sherwin-Williams | SHW | New Coverage | Peerperform (N/A) |
716.97 (329.88) |
-53.99% | Details | |
| 3/17/2021 | Owens Corning | OC | New Coverage | Peerperform (N/A) |
90.80 (135.44) |
49.16% | Details | |
| 3/17/2021 | Beacon Roofing Supply | BECN | New Coverage | Peerperform (N/A) |
54.58 (124.17) |
127.5% | Details | |
| 3/17/2021 | JELD-WEN | JELD | New Coverage | Outperform (N/A) |
29.71 (1.84) |
-93.81% | Details | |
| 3/17/2021 | American Woodmark | AMWD | New Coverage | Peerperform (N/A) |
105.62 (43.98) |
-58.36% | Details | |
| 3/17/2021 | Fortune Brands Home | FBHS | New Coverage | Outperform (N/A) |
90.59 (61.90) |
-31.67% | Details | |
| 3/16/2021 | TRI Pointe Homes | TPH | New Coverage | Peerperform (N/A) |
20.08 (46.32) |
130.68% | Details | |
| 3/16/2021 | Toll Bros. | TOL | New Coverage | Peerperform (N/A) |
55.50 (147.68) |
166.09% | Details | |
| 3/16/2021 | Taylor Morrison Home | TMHC | New Coverage | Peerperform (N/A) |
29.34 (61.25) |
108.76% | Details | |
| 3/16/2021 | PulteGroup | PHM | New Coverage | Peerperform (N/A) |
47.93 (127.84) |
166.72% | Details | |
| 3/16/2021 | NVR Inc. | NVR | New Coverage | Peerperform (N/A) |
4538.83 (6958.83) |
53.32% | Details | |
| 3/16/2021 | Meritage Homes | MTH | New Coverage | Peerperform (N/A) |
89.26 (67.69) |
-24.17% | Details | |
| 3/16/2021 | M.D.C. Holdings | MDC | New Coverage | Peerperform (N/A) |
57.48 (62.98) |
9.57% | Details | |
| 3/16/2021 | Lennar | LEN | New Coverage | Peerperform (N/A) |
87.91 (101.17) |
15.08% | Details | |
| 3/16/2021 | KB Home | KBH | New Coverage | Outperform (N/A) |
43.93 (57.79) |
31.55% | Details | |
| 3/16/2021 | Forestar Group | FOR | New Coverage | Outperform (N/A) |
23.28 (25.96) |
11.51% | Details |

