PulteGroup, Inc. (NYSE:PHM) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of PulteGroup, Inc. (NYSE:PHM) have received an average recommendation of “Moderate Buy” from the sixteen analysts that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating and nine have assigned a buy rating to the company. The average 1-year target price among brokers that have issued ratings on the stock in the last year is $138.8462.

A number of analysts recently weighed in on the stock. Bank of America decreased their target price on shares of PulteGroup from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, October 10th. The Goldman Sachs Group reiterated a “neutral” rating and set a $144.00 price target on shares of PulteGroup in a research report on Tuesday, January 13th. Citizens Jmp began coverage on PulteGroup in a report on Wednesday, January 7th. They set a “market outperform” rating and a $145.00 price objective for the company. BTIG Research initiated coverage on shares of PulteGroup in a research note on Monday, December 1st. They issued a “neutral” rating on the stock. Finally, 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 research note on Wednesday, January 14th.

PulteGroup News Roundup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Barron’s says spring season guidance will be the most consequential item for PulteGroup — upbeat commentary on order trends, pricing/incentives or cancellation rates could lift the stock into the busy late‑Feb/Mar selling season. Housing Market’s Spring Season Is Around the Corner. Watch These Numbers in PulteGroup Earnings.
• Positive Sentiment: Zacks’ earnings preview expects “solid execution” from PulteGroup heading into Q4, suggesting the company can still deliver operational results even as affordability pressures persist — a beat on execution or margins could be a positive catalyst. PulteGroup Gears to Report Q4 Earnings: Here’s What to Expect
• Neutral Sentiment: Preview coverage (MSN) highlights the same watch‑items for the Q4 print — orders, cancellations, backlog, margins and management commentary on mortgage‑rate sensitivity — useful checklist for traders awaiting the report. PulteGroup (PHM) Q4 earnings report preview: What to look for
• Negative Sentiment: Zacks Research downgraded PHM to a “Strong Sell” and reduced multiple near‑term EPS forecasts (examples: Q1 2026 from $2.11 to $2.03; Q4 2026 from $3.15 to $2.95; FY2026 from $11.27 to $11.03), reflecting analyst caution that affordability headwinds could slow revenue and margin recovery. This downgrade and estimate drift are key reasons for downward pressure on the shares. Zacks.com

Institutional Trading of PulteGroup

Hedge funds have recently bought and sold shares of the company. Norges Bank bought a new position in shares of PulteGroup during the 2nd quarter valued at $404,339,000. Massachusetts Financial Services Co. MA purchased a new stake in PulteGroup during the third quarter valued at about $315,883,000. AGF Management Ltd. bought a new position in shares of PulteGroup during the third quarter valued at about $174,347,000. American Century Companies Inc. increased its holdings in shares of PulteGroup by 120.4% in the third quarter. American Century Companies Inc. now owns 1,703,049 shares of the construction company’s stock worth $225,024,000 after buying an additional 930,287 shares during the period. Finally, First Trust Advisors LP increased its holdings in shares of PulteGroup by 27.2% in the second quarter. First Trust Advisors LP now owns 3,199,906 shares of the construction company’s stock worth $337,462,000 after buying an additional 683,728 shares during the period. Institutional investors own 89.90% of the company’s stock.

PulteGroup Stock Performance

Shares of PHM opened at $123.41 on Thursday. The company has a debt-to-equity ratio of 0.13, a current ratio of 0.81 and a quick ratio of 0.81. The firm has a market cap of $24.05 billion, a PE ratio of 9.50, a PEG ratio of 1.02 and a beta of 1.33. PulteGroup has a 1 year low of $88.07 and a 1 year high of $142.11. The stock’s fifty day moving average price is $124.32 and its two-hundred day moving average price is $124.54.

PulteGroup Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 6th. Stockholders of record on Tuesday, December 16th were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Tuesday, December 16th. This is an increase from PulteGroup’s previous quarterly dividend of $0.22. PulteGroup’s dividend payout ratio (DPR) is currently 8.01%.

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.