Cumberland Partners Ltd Has $25.12 Million Stock Holdings in PulteGroup, Inc. $PHM

Posted by Ethan Ryder on Jul 25th, 2026

Cumberland Partners Ltd increased its position in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 72.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 213,571 shares of the construction company’s stock after acquiring an additional 89,968 shares during the quarter. PulteGroup comprises about 1.9% of Cumberland Partners Ltd’s investment portfolio, making the stock its 21st largest position. Cumberland Partners Ltd’s holdings in PulteGroup were worth $25,118,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Focus Partners Wealth boosted its stake in shares of PulteGroup by 20.5% in 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 during the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of PulteGroup by 197.1% during the second quarter. EverSource Wealth Advisors LLC now owns 1,212 shares of the construction company’s stock worth $128,000 after buying an additional 804 shares during the last quarter. Guggenheim Capital LLC raised its stake in shares of PulteGroup by 12.9% during the second quarter. Guggenheim Capital LLC now owns 8,519 shares of the construction company’s stock worth $898,000 after buying an additional 975 shares during the last quarter. Baird Financial Group Inc. lifted its holdings in PulteGroup by 8.0% in the second quarter. Baird Financial Group Inc. now owns 29,060 shares of the construction company’s stock valued at $3,065,000 after buying an additional 2,164 shares during the period. Finally, Cerity Partners LLC lifted its holdings in PulteGroup by 17.6% in the second quarter. Cerity Partners LLC now owns 41,677 shares of the construction company’s stock valued at $4,395,000 after buying an additional 6,240 shares during the period. Institutional investors own 89.90% of the company’s stock.

PulteGroup Price Performance

Shares of NYSE PHM opened at $128.85 on Friday. The company has a current ratio of 0.78, a quick ratio of 0.94 and a debt-to-equity ratio of 0.14. The firm has a market cap of $24.55 billion, a PE ratio of 13.16, a PEG ratio of 1.58 and a beta of 1.18. PulteGroup, Inc. has a 1-year low of $108.49 and a 1-year high of $144.49. The company has a fifty day moving average price of $124.12 and a 200 day moving average price of $125.25.

PulteGroup (NYSE:PHM – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The construction company reported $2.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.36 by $0.12. The business had revenue of $3.98 billion for the quarter, compared to analyst estimates of $3.94 billion. PulteGroup had a return on equity of 15.21% and a net margin of 11.62%.PulteGroup’s revenue for the quarter was down 9.6% compared to the same quarter last year. During the same quarter last year, the firm earned $3.03 EPS. Research analysts predict that PulteGroup, Inc. will post 10.01 earnings per share for the current fiscal year.

PulteGroup Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Tuesday, June 16th were issued a $0.26 dividend. The ex-dividend date was Tuesday, June 16th. This represents a $1.04 annualized dividend and a dividend yield of 0.8%. PulteGroup’s dividend payout ratio (DPR) is presently 10.62%.

PulteGroup announced that its Board of Directors has initiated a share buyback plan on Thursday, April 23rd that permits the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization permits the construction company to purchase up to 6.1% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

Trending Headlines about PulteGroup

Here are the key news stories impacting PulteGroup this week:

Positive Sentiment: PulteGroup continues to benefit from a solid backlog, growing net new orders, and a conservative balance sheet, which supports visibility into future revenue and cash flow. PulteGroup Offers A Stable Home For Real Estate Investors
Positive Sentiment: The company’s Q2 earnings beat, ongoing share buybacks, and guidance for about $1 billion in operating cash flow help offset some of the near-term housing market pressure. Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?
Positive Sentiment: Management is using community growth and tighter spec inventory to support sales, suggesting PHM is actively managing through affordability challenges better than some peers. How PulteGroup Is Balancing Orders, Inventory and Margin Pressure
Neutral Sentiment: Several recent articles and earnings-call summaries frame the quarter as a balance of growth and pressure, reinforcing a wait-and-see stance rather than a clear re-rating catalyst. PulteGroup Inc (PHM) Q2 2026 Earnings Call Highlights
Negative Sentiment: Margin pressure, weaker fundamentals, and falling estimates are limiting upside, which helps explain why the stock has not fully rewarded the earnings beat. Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?
Negative Sentiment: Recent reporting noted the shares declined despite the earnings beat, reflecting investor concern that the housing cycle remains pressured and that profitability may stay under strain. PulteGroup shares decline despite second-quarter earnings beat

Analysts Set New Price Targets

PHM has been the subject of a number of analyst reports. UBS Group reaffirmed a “buy” rating and set a $166.00 target price on shares of PulteGroup in a report on Thursday. The Goldman Sachs Group increased their price target on PulteGroup from $133.00 to $142.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Bank of America reduced their price target on PulteGroup from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Monday, April 20th. Evercore reiterated an “outperform” rating and issued a $162.00 price objective on shares of PulteGroup in a report on Thursday. Finally, Barclays increased their target price on PulteGroup from $123.00 to $124.00 and gave the company an “equal weight” rating in a research note on Thursday. Ten analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $143.14.

Check Out Our Latest Report on PulteGroup

Insider Buying and Selling

In other PulteGroup news, Director Lila Snyder sold 3,339 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $117.18, for a total transaction of $391,264.02. Following the transaction, the director owned 3,540 shares of the company’s stock, valued at $414,817.20. The trade was a 48.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Matthew William Koart sold 7,457 shares of the business’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $120.00, for a total transaction of $894,840.00. Following the transaction, the chief operating officer owned 28,100 shares in the company, valued at approximately $3,372,000. The trade was a 20.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.75% of the stock is owned by company insiders.

PulteGroup Profile

(Free Report)

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.