- Bloomberg also noted that no decision has been made, and the administration may also not launch a probe.
- As per the report, the probe could focus on how information is shared through industry trade group Leading Builders of America.
- The news comes on the heels of a deepening housing affordability crisis in the U.S.
Shares of some homebuilders including Lennar Corp. (LEN), and D.R. Horton (DHI) edged lower on Friday following reports that the Trump administration is exploring an antitrust investigation into U.S. homebuilders.
Bloomberg reported on Friday, citing people familiar with the matter, that the Department of Justice could open the probe in coming weeks. The report also noted that no decision has been made, and the administration may also not launch a probe.
As per the report, the probe could focus on how information is shared through Leading Builders of America following concerns that the industry trade group could be used to restrict housing supply or coordinate pricing. Both Lennar and D.R. Horton are members of the group.
While LEN shares edged 1% lower at the time of writing, DHI shares slipped about 2% lower. Shares of KB Home (KBH) also slid by 1%.
The U.S. Housing Affordability Crisis
The news comes on the heels of a deepening housing affordability crisis in the U.S. In October, Trump compared big homebuilders to The Organization of the Petroleum Exporting Countries. OPEC is an intergovernmental, 12-member organization founded in 1960 with immense power in the oil market.
In January 2026, Trump signed an executive order to curb large institutional buyers from acquiring single-family homes, aiming to reduce competition for first-time buyers. Earlier this month, Bloomberg reported that builders are working on a plan called “Trump Homes” seeking to add as many as 1 million units of new supply.
How Did Stocktwits Users React?
On Stocktwits, retail sentiment around DHI shares rose from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.
Sentiment around LEN, meanwhile, stayed in the ‘bearish’ territory.
While LEN shares have fallen 10% over the past 12 months, DHI stock gained about 15%.
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