U.S. Home Prices Up 1.4% Year-Over-Year Amid Economic Slowdown
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
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Source: Newsfilter
- Home Price Growth: The S&P Cotality Case-Shiller U.S. National Home Price Index reported a 1.4% annual increase for November 2025, unchanged from the previous month, indicating a stagnation in the housing market and reflecting the economic slowdown's impact on real estate growth.
- Inflation vs. Home Prices: With consumer inflation at 2.7%, surpassing the 1.4% home price increase, real home values effectively declined by 1.3 percentage points, suggesting that higher living costs are dampening buyer demand and affecting market activity.
- Regional Market Divergence: Chicago and New York posted annual gains of 5.7% and 5.0%, respectively, while cities like Tampa experienced a 3.9% decline, highlighting the resilience of Midwestern and Northeastern markets compared to the weakness in Sun Belt areas, which could influence investors' regional strategies.
- Mortgage Rate Impact: The 30-year mortgage rates remained in the mid-6% range, slightly easing but still pressuring affordability, thereby capping home price growth and exacerbating the overall market's sluggishness.
Analyst Views on SPGI
Wall Street analysts forecast SPGI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SPGI is 617.77 USD with a low forecast of 546.00 USD and a high forecast of 675.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 526.670
Low
546.00
Averages
617.77
High
675.00
Current: 526.670
Low
546.00
Averages
617.77
High
675.00
About SPGI
S&P Global Inc. provides essential intelligence. Its operations consist of five businesses: S&P Global Market Intelligence (Market Intelligence), S&P Global Ratings (Ratings), S&P Global Commodity Insights (Commodity Insights), S&P Global Mobility (Mobility) and S&P Dow Jones Indices (Indices). Market Intelligence is a global provider of multi-asset-class data and analytics integrated with purpose-built workflow solutions. Ratings is an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings and benchmarks. Commodity Insights is an independent provider of information and benchmark prices for the commodity and energy markets. Mobility is a provider of solutions serving the full automotive value chain, including vehicle manufacturers and retailers. Indices is a global index provider that maintains a variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
