Truist Financial Corp Purchases 4,047 Shares of PulteGroup, Inc. $PHM

Truist Financial Corp grew its position in shares of PulteGroup, Inc. (NYSE:PHM) by 5.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 80,566 shares of the construction company’s stock after purchasing an additional 4,047 shares during the quarter. Truist Financial Corp’s holdings in PulteGroup were worth $10,645,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Focus Partners Wealth grew its stake in shares of PulteGroup by 20.5% in the first quarter. Focus Partners Wealth now owns 12,517 shares of the construction company’s stock worth $1,287,000 after purchasing an additional 2,128 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its stake in PulteGroup by 20.9% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 36,756 shares of the construction company’s stock valued at $3,876,000 after purchasing an additional 6,354 shares in the last quarter. Ameritas Advisory Services LLC lifted its position in PulteGroup by 27.0% in the 2nd quarter. Ameritas Advisory Services LLC now owns 9,802 shares of the construction company’s stock valued at $1,034,000 after acquiring an additional 2,082 shares in the last quarter. Ascent Group LLC boosted its stake in PulteGroup by 26.0% during the 2nd quarter. Ascent Group LLC now owns 7,310 shares of the construction company’s stock valued at $771,000 after purchasing an additional 1,509 shares during the last quarter. Finally, Clarius Group LLC raised its stake in shares of PulteGroup by 4.0% in the second quarter. Clarius Group LLC now owns 13,841 shares of the construction company’s stock worth $1,460,000 after purchasing an additional 531 shares during the last quarter. Institutional investors own 89.90% of the company’s stock.

Key Headlines Impacting PulteGroup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Management outlined 3%–5% community-count growth for 2026 and is pursuing strategic divestitures to sharpen margins — this signals operational focus on profitable growth. PulteGroup outlines 3%-5% community count growth
• Positive Sentiment: Top line beat: Q4 revenue was $4.61B versus consensus ~$4.34B, showing resilience in sales despite a softer market. PulteGroup Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Some brokerages maintain constructive ratings (consensus “Moderate Buy” noted), providing support versus purely negative sell-side views. PulteGroup receives consensus rating of Moderate Buy
• Neutral Sentiment: Company released the official Q4 results, slide deck and call — useful for parsing one-time adjustments and segment detail. PulteGroup Reports Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Full earnings-call/transcript coverage is available for management commentary on demand trends, incentives and margin actions. Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss: reported $2.56 vs. $2.78 expected. Results include pre-tax charges tied to an intended manufacturing-asset divestiture ($81M, ~$0.31/sh) and land impairments ($35M, ~$0.14/sh), which materially pressured EPS. PulteGroup profit sinks as homebuyer demand remains weak
• Negative Sentiment: Analyst concerns: incentives, cost pressures and cautious buyers compressed margins; Zacks highlights these risks and carries a bearish stance with revised estimates. That drove cautious investor sentiment. Zacks: Q4 earnings & revenues top estimates, stock down

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on PHM shares. BTIG Research began coverage on PulteGroup in a report on Monday, December 1st. They set a “neutral” rating for the company. Evercore ISI increased their target price on shares of PulteGroup from $134.00 to $143.00 in a report on Friday. Wells Fargo & Company boosted their price target on shares of PulteGroup from $132.00 to $150.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Wall Street Zen raised shares of PulteGroup from a “sell” rating to a “hold” rating in a research report on Sunday, January 11th. Finally, Zacks Research lowered PulteGroup from a “hold” rating to a “strong sell” rating in a report on Monday, January 26th. Nine investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, PulteGroup currently has an average rating of “Moderate Buy” and a consensus target price of $140.54.

PulteGroup Price Performance

Shares of NYSE PHM opened at $125.04 on Monday. The stock has a fifty day moving average of $124.68 and a 200-day moving average of $124.87. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.81 and a current ratio of 1.01. PulteGroup, Inc. has a fifty-two week low of $88.07 and a fifty-two week high of $142.11. The stock has a market cap of $24.37 billion, a PE ratio of 11.24, a price-to-earnings-growth ratio of 1.03 and a beta of 1.33.

PulteGroup Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Tuesday, December 16th were given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from PulteGroup’s previous quarterly dividend of $0.22. The ex-dividend date was Tuesday, December 16th. PulteGroup’s dividend payout ratio (DPR) is 9.35%.

PulteGroup 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.