Q1 Earnings Estimate for PulteGroup Issued By Zacks Research

PulteGroup, Inc. (NYSE:PHM) – Equities research analysts at Zacks Research dropped their Q1 2026 earnings per share (EPS) estimates for shares of PulteGroup in a research report issued on Tuesday, January 27th. Zacks Research analyst Team now expects that the construction company will earn $2.03 per share for the quarter, down from their prior estimate of $2.11. 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 Q2 2026 earnings at $2.96 EPS, Q4 2026 earnings at $2.95 EPS, FY2026 earnings at $11.03 EPS, Q1 2027 earnings at $2.41 EPS and Q4 2027 earnings at $3.57 EPS.

A number of other equities analysts also recently issued reports on PHM. JPMorgan Chase & Co. increased their price objective on shares of PulteGroup from $136.00 to $149.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. UBS Group dropped their target price on PulteGroup from $160.00 to $159.00 and set a “buy” rating on the stock in a research report on Tuesday, January 6th. Wedbush reiterated an “outperform” rating and issued a $150.00 price target on shares of PulteGroup in a report on Tuesday, October 21st. BTIG Research started coverage on PulteGroup in a research note on Monday, December 1st. They set a “neutral” rating for the company. Finally, Bank of America dropped their price objective on PulteGroup from $145.00 to $140.00 and set a “buy” rating on the stock in a research report on Friday, October 10th. 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 company’s stock. According to data from MarketBeat, PulteGroup presently has an average rating of “Moderate Buy” and a consensus target price of $138.85.

PulteGroup Trading Up 3.2%

NYSE PHM opened at $127.18 on Wednesday. PulteGroup has a one year low of $88.07 and a one year high of $142.11. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.81 and a current ratio of 0.81. The company has a market capitalization of $24.79 billion, a price-to-earnings ratio of 9.79, a price-to-earnings-growth ratio of 1.01 and a beta of 1.33. The company’s 50-day simple moving average is $124.58 and its two-hundred day simple moving average is $124.56.

PulteGroup (NYSE:PHM) last released its quarterly earnings data on Thursday, January 29th. The construction company reported $2.56 earnings per share for the quarter, missing the consensus estimate of $2.78 by ($0.22). PulteGroup had a net margin of 14.93% and a return on equity of 19.58%. The firm had revenue of $4.61 billion during the quarter, compared to the consensus estimate of $4.34 billion.

PulteGroup Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, January 6th. Shareholders of record on Tuesday, December 16th were issued a $0.26 dividend. This is a boost from PulteGroup’s previous quarterly dividend of $0.22. This represents a $1.04 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, December 16th. PulteGroup’s dividend payout ratio is 8.01%.

Hedge Funds Weigh In On PulteGroup

Several hedge funds have recently modified their holdings of PHM. Focus Partners Wealth grew its position in PulteGroup by 20.5% during the 1st 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. Patton Fund Management Inc. acquired a new stake in shares of PulteGroup during the second quarter worth $228,000. Signaturefd LLC grew its holdings in shares of PulteGroup by 2.9% during the second quarter. Signaturefd LLC now owns 6,838 shares of the construction company’s stock valued at $721,000 after buying an additional 194 shares during the last quarter. V Square Quantitative Management LLC increased its position in shares of PulteGroup by 2.0% in the 2nd quarter. V Square Quantitative Management LLC now owns 6,631 shares of the construction company’s stock valued at $699,000 after acquiring an additional 127 shares during the period. Finally, Trivium Point Advisory LLC increased its position in shares of PulteGroup by 7.2% in the 2nd quarter. Trivium Point Advisory LLC now owns 2,622 shares of the construction company’s stock valued at $277,000 after acquiring an additional 175 shares during the period. Institutional investors and hedge funds own 89.90% of the company’s stock.

Key Headlines Impacting PulteGroup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Revenue beat: PulteGroup reported Q4 revenue of $4.61B, above Street expectations (~$4.34B), showing demand at the top line was stronger than feared. PulteGroup Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: 2026 operating targets: Management outlined a 3%–5% community‑count growth target for 2026 and reiterated a strategic focus on divesting non-core manufacturing assets and improving margins — signals of disciplined growth and capital allocation. PulteGroup outlines 3%–5% community count growth for 2026 amid strategic divestiture and margin focus
• Positive Sentiment: Brokerage sentiment mixed but some support remains: consensus broker ratings include a “Moderate Buy” view from a number of firms, which can underpin near‑term investor interest as management executes its plan. PulteGroup, Inc. (NYSE:PHM) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Earnings call & materials available: Management held the Q4 call and published slides/transcript — useful for investors seeking details on incentives, order trends and Spring 2026 guidance. PulteGroup, Inc. (PHM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Seasonality watch — spring selling season: Analysts and commentary note that spring home‑buying activity (late Feb onward) and any guidance updates will be pivotal for near‑term revenue/lot-turn expectations. Housing Market’s Spring Season Is Around the Corner. Watch These Numbers in PulteGroup Earnings.
• Negative Sentiment: EPS missed and one‑time charges: Reported net income was $502M, or $2.56/share, below consensus — the quarter included an $81M pre‑tax charge tied to an intended manufacturing‑asset divestiture and $35M of land impairment charges, reducing reported EPS. PulteGroup Reports Fourth Quarter 2025 Financial Results
• Negative Sentiment: Margins and demand concerns: Management flagged softer homebuyer demand and increased incentives; analysts note cost pressures and cautious buyers weighed on margins, prompting some estimate cuts. Pultegroup quarterly profit, revenue fall as homebuyer demand remains weak
• Negative Sentiment: Analyst downgrades/estimate revisions: Zacks and other outlets noted downward revisions to near‑term EPS estimates and at least one “Strong Sell” rating, which could cap upside until clearer recovery in demand/margins. PulteGroup Q4 Earnings & Revenues Top Estimates, Stock Down

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.