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Filtering:NVR

Morgan Stanley Splits Homebuilders Into Winners and Losers With Five New Ratings

The bank initiated coverage on five major homebuilders in a single day, backing Toll Brothers and PulteGroup while flagging margin and supply risks at Lennar and NVR.

Morgan Stanley initiated overweight ratings on Toll Brothers and PulteGroup (with a $128 target) while rating Lennar and NVR underweight on margin and lot-supply concerns, and D.R. Horton equalweight.

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Insider Selling Wave Sweeps US Corporates, But the Filings Tell a Quieter Story

From Netflix and Ameriprise to Trump Media, Cintas and Sea Limited, a dense cluster of Form 4 disposals hit the tape — the bulk driven by tax withholding and pre-scheduled 10b5-1 plans rather than conviction exits.

Two dozen insider transactions crossed the wire in 24 hours, dominated by mechanical, non-discretionary sales; two notable buys at NVR and Blackstone Mortgage Trust stand out as genuine signal.

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