AdvisorShares Investments LLC Invests $545,000 in PulteGroup, Inc. $PHM

AdvisorShares Investments LLC purchased a new stake in shares of PulteGroup, Inc. (NYSE:PHM) in the third quarter, Holdings Channel.com reports. The firm purchased 4,128 shares of the construction company’s stock, valued at approximately $545,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Evergreen Capital Management LLC boosted its position in shares of PulteGroup by 2.8% during the 2nd quarter. Evergreen Capital Management LLC now owns 2,875 shares of the construction company’s stock valued at $304,000 after acquiring an additional 78 shares during the last quarter. Fidelis Capital Partners LLC lifted its position in PulteGroup by 1.0% during the second quarter. Fidelis Capital Partners LLC now owns 8,760 shares of the construction company’s stock valued at $924,000 after purchasing an additional 85 shares during the last quarter. Apella Capital LLC lifted its position in PulteGroup by 4.2% during the third quarter. Apella Capital LLC now owns 2,163 shares of the construction company’s stock valued at $268,000 after purchasing an additional 87 shares during the last quarter. CWM LLC grew its stake in PulteGroup by 0.6% in the 3rd quarter. CWM LLC now owns 14,308 shares of the construction company’s stock worth $1,890,000 after buying an additional 92 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB increased its holdings in shares of PulteGroup by 5.7% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,736 shares of the construction company’s stock worth $229,000 after buying an additional 94 shares during the last quarter. Hedge funds and other institutional investors own 89.90% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on PHM. The Goldman Sachs Group reiterated a “neutral” rating and issued a $144.00 target price on shares of PulteGroup in a research report on Tuesday, January 13th. Weiss Ratings upgraded PulteGroup from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 12th. Raymond James Financial reissued an “outperform” rating and set a $145.00 price objective on shares of PulteGroup in a report on Wednesday. Citizens Jmp started coverage on PulteGroup in a research note on Wednesday, January 7th. They issued a “market outperform” rating and a $145.00 target price for the company. Finally, Royal Bank Of Canada increased their price target on shares of PulteGroup from $111.00 to $115.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Nine analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $140.15.

PulteGroup Price Performance

NYSE PHM opened at $135.21 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.01 and a quick ratio of 0.81. The firm has a market capitalization of $26.00 billion, a PE ratio of 12.16, a P/E/G ratio of 1.55 and a beta of 1.33. The company’s 50 day simple moving average is $125.34 and its 200 day simple moving average is $125.48. PulteGroup, Inc. has a 12 month low of $88.07 and a 12 month high of $142.11.

PulteGroup Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 2nd. Investors of record on Tuesday, March 17th will be paid a $0.26 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $1.04 dividend on an annualized basis and a yield of 0.8%. PulteGroup’s dividend payout ratio (DPR) is currently 9.35%.

PulteGroup News Roundup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Del Webb (Pulte’s active-adult brand) broke ground on two resort‑style communities in the Columbus, OH area — a sign of geographic expansion and ongoing community starts that could support future revenue and backlog growth. Del Webb Breaks Ground
• Positive Sentiment: PulteGroup announced a quarterly cash dividend of $0.26 per share (annualized yield ~0.8%), reinforcing shareholder returns and signaling confidence in cash flow. Ex-dividend and record dates were disclosed with the payout scheduled for April. Dividend Announcement
• Neutral Sentiment: Unusually heavy call-option buying (nearly 9,941 calls in one session, ~1,498% above typical volume) suggests some traders are positioned for further upside, but options flow can be speculative and short‑term. Options Volume Report
• Neutral Sentiment: Recent coverage/analysis highlights shifting fair‑value and street views on PHM; useful context for investors but not an immediate catalyst. Analyst/Valuation Story
• Negative Sentiment: Several executives disclosed sizeable open‑market stock sales this week (large supply from insiders can pressure sentiment): COO Matthew Koart sold 15,309 shares (~$2.08M). Koart Form 4
• Negative Sentiment: EVP Todd N. Sheldon sold 14,220 shares (~$1.92M), reducing his stake ~17% — another notable insider liquidation. Sheldon Form 4
• Negative Sentiment: VP Brien P. O’Meara sold 4,000 shares (~$542k), cutting his holding by ~31.7%. O’Meara Form 4
• Negative Sentiment: Insider Ryan Marshall sold 111,250 shares (~$14.9M), a ~14.4% reduction — the largest single insider sale reported and the most likely near‑term negative signal for sentiment. Marshall Form 4

Insider Activity

In related news, COO Matthew William Koart sold 15,309 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $135.79, for a total value of $2,078,809.11. Following the completion of the sale, the chief operating officer directly owned 42,418 shares of the company’s stock, valued at approximately $5,759,940.22. This represents a 26.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Todd N. Sheldon sold 14,220 shares of PulteGroup stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $135.01, for a total value of $1,919,842.20. Following the transaction, the executive vice president directly owned 69,753 shares in the company, valued at approximately $9,417,352.53. This trade represents a 16.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 144,779 shares of company stock valued at $19,432,616 in the last 90 days. Company insiders own 0.76% of the company’s stock.

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.