New Home Sales September 2026 Fall 5.3% to 676,000 as Supply Stays at 8.4 Months

New home sales fell to a seasonally adjusted annual rate of 676,000 in September, down 5.3 percent from a year earlier and 0.6 percent below August, according to the Census Bureau and HUD release Tuesday morning. The September print lands 5.3 percent below the 714,000 pace of September 2025, and it leaves the market with 8.4 months of supply, a figure that has drifted back above its year-ago reading of 8.2 months.

Key Takeaways September new home sales ran at a 676,000 seasonally adjusted annual rate, down 5.3 percent year over year. Months of supply slipped to 8.4 from 8.5 in August but stayed above the 8.2 reading of a year ago. The median new home price fell 3.9 percent from September 2025…