Equities Analysts Issue Forecasts for PulteGroup Q1 Earnings

PulteGroup, Inc. (NYSE:PHM) – Analysts at Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for PulteGroup in a research report issued on Thursday, February 12th. Zacks Research analyst Team now anticipates that the construction company will post earnings per share of $1.77 for the quarter, down from their prior estimate of $2.03. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for PulteGroup’s current full-year earnings is $12.32 per share. Zacks Research also issued estimates for PulteGroup’s Q4 2026 earnings at $2.78 EPS, Q1 2027 earnings at $2.11 EPS, Q4 2027 earnings at $3.22 EPS and FY2028 earnings at $13.64 EPS.

PHM has been the subject of a number of other research reports. Barclays set a $115.00 target price on shares of PulteGroup in a research report on Monday, December 8th. JPMorgan Chase & Co. cut their price objective on shares of PulteGroup from $149.00 to $131.00 and set an “overweight” rating for the company in a report on Tuesday, February 3rd. Royal Bank Of Canada raised their target price on shares of PulteGroup from $111.00 to $115.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. BTIG Research started coverage on shares of PulteGroup in a research report on Monday, December 1st. They issued a “neutral” rating for the company. Finally, Citizens Jmp assumed coverage on PulteGroup in a research report on Wednesday, January 7th. They set a “market outperform” rating and a $145.00 price target on the stock. Nine analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $140.15.

PulteGroup Stock Performance

Shares of NYSE PHM opened at $138.92 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.01 and a quick ratio of 1.01. The firm has a market cap of $26.72 billion, a price-to-earnings ratio of 12.49, a P/E/G ratio of 1.59 and a beta of 1.33. The stock’s fifty day moving average price is $126.06 and its two-hundred day moving average price is $125.97. PulteGroup has a one year low of $88.07 and a one year high of $142.65.

Hedge Funds Weigh In On PulteGroup

A number of institutional investors have recently modified their holdings of the business. Focus Partners Wealth boosted its stake in PulteGroup by 20.5% in the first quarter. Focus Partners Wealth now owns 12,517 shares of the construction company’s stock valued at $1,287,000 after buying an additional 2,128 shares in the last quarter. Blue Trust Inc. boosted its stake in shares of PulteGroup by 10.7% in the 2nd quarter. Blue Trust Inc. now owns 1,715 shares of the construction company’s stock valued at $181,000 after purchasing an additional 166 shares in the last quarter. Aberdeen Group plc grew its holdings in shares of PulteGroup by 8.8% during the 2nd quarter. Aberdeen Group plc now owns 64,998 shares of the construction company’s stock valued at $6,855,000 after purchasing an additional 5,253 shares during the last quarter. Envestnet Portfolio Solutions Inc. increased its position in PulteGroup by 0.9% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 11,635 shares of the construction company’s stock worth $1,227,000 after purchasing an additional 103 shares in the last quarter. Finally, Axxcess Wealth Management LLC increased its position in PulteGroup by 28.3% during the 2nd quarter. Axxcess Wealth Management LLC now owns 6,986 shares of the construction company’s stock worth $737,000 after purchasing an additional 1,540 shares in the last quarter. Institutional investors and hedge funds own 89.90% of the company’s stock.

Insider Activity

In other PulteGroup news, VP Brien P. O’meara sold 4,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $135.51, for a total transaction of $542,040.00. Following the completion of the transaction, the vice president directly owned 8,601 shares in the company, valued at $1,165,521.51. The trade was a 31.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Todd N. Sheldon sold 14,220 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $135.01, for a total value of $1,919,842.20. Following the sale, the executive vice president owned 69,753 shares of the company’s stock, valued at $9,417,352.53. The trade was a 16.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 144,779 shares of company stock valued at $19,432,616 over the last quarter. 0.76% of the stock is owned by corporate insiders.

PulteGroup Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Tuesday, March 17th will be given a $0.26 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $1.04 annualized dividend and a dividend yield of 0.7%. PulteGroup’s payout ratio is presently 9.35%.

PulteGroup Company Profile

PulteGroup, Inc (NYSE: PHM) is a U.S.-based residential homebuilder that designs, constructs and sells single-family homes and develops master-planned communities. The company operates multiple national and regional brands that target different buyer segments, including first-time buyers, move-up buyers and active-adult customers. Its operations encompass land acquisition and development, home design and construction, community amenities and ongoing customer service and warranty programs.

PulteGroup markets homes under several well-known brands, such as Pulte Homes, Centex and Del Webb, among others, offering a range of product types from entry-level detached homes to larger, higher-end residences and age-restricted active-adult communities.