S&P Cotality Case-Shiller Reports Annual Gain in February

The latest S&P Cotality Case-Shiller U.S. National Home Price NSA Index has reported a 0.7% annual increase for February, 2026.  Their 10-City Composite posted 1.5% increase year-over-year and their 20-City Composite posted a 0.9% year-over-year increase.  They say for the ninth consecutive month, inflation outpaced national home price appreciation, with CPI running 1.7 percentage points above the 0.7% annual gain – extending the streak of negative real home price returns.

“More than half of major U.S. metropolitan markets posted year-over-year price declines in February, signaling that the housing slowdown has broadened well beyond its Sun Belt origins”  Said Nicholas Godec, CFA, CAIA, CIPM, Head of Fixed Income Tradables & Commodities at S&P Dow Jones Indices. 

Click here to read the full report at S&P Dow Jones Indices.