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Analysts Flag Home Depot, Zillow, Sherwin-Williams as Contrarian Buys

7/17/2026

28 5 Full Breakdown

Summary

Analysts Recommend

Analysts name Home Depot, Zillow and Sherwin-Williams as contrarian buys, citing Home Depot's $345.50 price and its 3% yield after 18 years of dividend raises.
Zillow forecasts home prices to rise 0.9% from Jan 2026 to Jan 2027, down from 2.1%, and its shares trade near a three-year low at $35.00.
Sherwin-Williams' performance-coatings accounted for 29% of 2025 sales, the firm has raised its dividend for 47 years and now yields 1%.

Summary

Zillow Redesigns

$418 million March 2024 NAR settlement ended the 6% commission, prompting Zillow to redesign Premier Agent.
Zillow’s 2025 report warned lower commissions could cut agents’ marketing spend and shrink Realtor numbers.
Traffic fell 3% year-over-year despite 220 million monthly users, indicating transition friction.
Analysts diverge, with Benchmark’s Dan Kurnos rating “Buy” at $60, BofA “Neutral,” and Spruce Point projecting a 40-60% downside.

History

Historical Context

After Lehman Brothers collapsed in September 2008, the Federal Reserve injected $700 billion and Fannie Mae and Freddie Mac absorbed $1.2 trillion as U.S. home values plunged roughly 30%. That shock reshaped real-estate economics, and today Zillow’s $418 million NAR settlement cutting commissions by 6% echoes the crisis-era pressure on fees and investor focus on dividend-rich retailers.

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Analysts Recommend

Analysts name Home Depot, Zillow and Sherwin-Williams as contrarian buys, citing Home Depot's $345.50 price and its 3% yield after 18 years of dividend raises.
Zillow forecasts home prices to rise 0.9% from Jan 2026 to Jan 2027, down from 2.1%, and its shares trade near a three-year low at $35.00.
Sherwin-Williams' performance-coatings accounted for 29% of 2025 sales, the firm has raised its dividend for 47 years and now yields 1%.

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