Zacks Research Estimates PulteGroup’s Q1 Earnings (NYSE:PHM)

PulteGroup, Inc. (NYSE:PHM) – Equities research analysts at Zacks Research dropped their Q1 2026 earnings per share estimates for shares of PulteGroup in a research note issued on Thursday, February 12th. Zacks Research analyst Team now anticipates that the construction company will post earnings of $1.77 per share for the quarter, down from their prior forecast of $2.03. Zacks Research 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.

Several other research firms also recently issued reports on PHM. Weiss Ratings raised PulteGroup from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 12th. Oppenheimer reissued an “outperform” rating and set a $149.00 target price (up from $140.00) on shares of PulteGroup in a report on Friday, January 30th. Wall Street Zen upgraded shares of PulteGroup from a “sell” rating to a “hold” rating in a research report on Sunday, January 11th. Citizens Jmp initiated coverage on shares of PulteGroup in a report on Wednesday, January 7th. They set a “market outperform” rating and a $145.00 price target on the stock. Finally, Wedbush reissued an “outperform” rating and issued a $150.00 price objective on shares of PulteGroup in a research note on Tuesday, October 21st. Nine research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, PulteGroup has a consensus rating of “Moderate Buy” and an average target price of $140.15.

PulteGroup Price Performance

PulteGroup stock opened at $138.92 on Friday. The stock has a 50-day moving average price of $126.06 and a two-hundred day moving average price of $125.97. PulteGroup has a 12 month low of $88.07 and a 12 month high of $142.65. The company has a market capitalization of $26.72 billion, a PE ratio of 12.49, a P/E/G ratio of 1.59 and a beta of 1.33. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 0.13.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in PHM. Focus Partners Wealth boosted its position in shares of PulteGroup by 20.5% during the 1st quarter. Focus Partners Wealth now owns 12,517 shares of the construction company’s stock valued at $1,287,000 after purchasing an additional 2,128 shares in the last quarter. Blue Trust Inc. lifted its stake in PulteGroup by 10.7% in the second quarter. Blue Trust Inc. now owns 1,715 shares of the construction company’s stock valued at $181,000 after buying an additional 166 shares during the period. Aberdeen Group plc lifted its stake in PulteGroup by 8.8% in the second quarter. Aberdeen Group plc now owns 64,998 shares of the construction company’s stock valued at $6,855,000 after buying an additional 5,253 shares during the period. Envestnet Portfolio Solutions Inc. boosted its holdings in shares of 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 buying an additional 103 shares in the last quarter. Finally, Axxcess Wealth Management LLC grew its position in shares of 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 buying an additional 1,540 shares during the period. 89.90% of the stock is owned by institutional investors.

Insider Activity

In related news, insider Ryan Marshall sold 111,250 shares of PulteGroup stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $133.86, for a total transaction of $14,891,925.00. Following the completion of the transaction, the insider owned 659,392 shares of the company’s stock, valued at $88,266,213.12. This trade represents a 14.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Brien P. O’meara sold 4,000 shares of the business’s stock in a transaction 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 owned 8,601 shares in the company, valued at approximately $1,165,521.51. The trade was a 31.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 144,779 shares of company stock worth $19,432,616 over the last quarter. Company insiders own 0.76% of the company’s stock.

PulteGroup Announces Dividend

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

About PulteGroup

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.