Q3 Earnings Forecast for PulteGroup Issued By Zacks Research

PulteGroup, Inc. (NYSE:PHM) – Investment analysts at Zacks Research raised their Q3 2026 earnings estimates for PulteGroup in a note issued to investors on Tuesday, January 27th. Zacks Research analyst Team now forecasts that the construction company will post earnings of $3.08 per share for the quarter, up from their prior forecast of $3.01. 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 Q2 2027 earnings at $3.53 EPS, Q3 2027 earnings at $3.56 EPS and FY2027 earnings at $13.06 EPS.

Several other research firms have also recently weighed in on PHM. Oppenheimer reissued an “outperform” rating and issued a $149.00 target price (up from $140.00) on shares of PulteGroup in a research note on Friday. Wall Street Zen upgraded shares of PulteGroup from a “sell” rating to a “hold” rating in a research report on Sunday, January 11th. Royal Bank Of Canada increased their price objective on shares of PulteGroup from $111.00 to $115.00 and gave the company a “sector perform” rating in a research note on Friday. Evercore ISI reduced their price objective on shares of PulteGroup from $154.00 to $134.00 and set an “in-line” rating on the stock in a research note on Wednesday, October 22nd. Finally, Citigroup cut their price target on PulteGroup from $135.00 to $128.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Nine equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, PulteGroup presently has an average rating of “Moderate Buy” and a consensus target price of $139.85.

PulteGroup Stock Down 1.7%

NYSE:PHM opened at $125.04 on Thursday. The stock has a 50-day moving average price of $124.68 and a two-hundred day moving average price of $124.64. The company has a current ratio of 1.01, a quick ratio of 0.81 and a debt-to-equity ratio of 0.13. PulteGroup has a 1 year low of $88.07 and a 1 year high of $142.11. The stock has a market cap of $24.37 billion, a price-to-earnings ratio of 11.24, a PEG ratio of 1.04 and a beta of 1.33.

PulteGroup Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Tuesday, December 16th were paid a $0.26 dividend. The ex-dividend date of this dividend was Tuesday, December 16th. This is a boost from PulteGroup’s previous quarterly dividend of $0.22. This represents a $1.04 annualized dividend and a dividend yield of 0.8%. PulteGroup’s payout ratio is 9.35%.

Hedge Funds Weigh In On PulteGroup

Several institutional investors and hedge funds have recently modified their holdings of PHM. Evergreen Capital Management LLC boosted its stake 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 worth $304,000 after acquiring an additional 78 shares during the last quarter. Fidelis Capital Partners LLC lifted its holdings in shares of PulteGroup by 1.0% in the 2nd quarter. Fidelis Capital Partners LLC now owns 8,760 shares of the construction company’s stock worth $924,000 after acquiring an additional 85 shares during the last quarter. Apella Capital LLC grew its position in PulteGroup by 4.2% in the 3rd quarter. Apella Capital LLC now owns 2,163 shares of the construction company’s stock valued at $268,000 after acquiring an additional 87 shares during the last quarter. Cooper Financial Group raised its stake in shares of PulteGroup by 1.4% during the second quarter. Cooper Financial Group now owns 6,697 shares of the construction company’s stock valued at $706,000 after acquiring an additional 92 shares in the last quarter. Finally, CWM LLC boosted its stake in shares of PulteGroup by 0.6% during the third quarter. CWM LLC now owns 14,308 shares of the construction company’s stock valued at $1,890,000 after purchasing an additional 92 shares in the last quarter. 89.90% of the stock is currently owned by institutional investors.

Key Stories Impacting PulteGroup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Management outlined 3%–5% community-count growth for 2026 and is pursuing strategic divestitures to sharpen margins — this signals operational focus on profitable growth. PulteGroup outlines 3%-5% community count growth
• Positive Sentiment: Top line beat: Q4 revenue was $4.61B versus consensus ~$4.34B, showing resilience in sales despite a softer market. PulteGroup Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Some brokerages maintain constructive ratings (consensus “Moderate Buy” noted), providing support versus purely negative sell-side views. PulteGroup receives consensus rating of Moderate Buy
• Neutral Sentiment: Company released the official Q4 results, slide deck and call — useful for parsing one-time adjustments and segment detail. PulteGroup Reports Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Full earnings-call/transcript coverage is available for management commentary on demand trends, incentives and margin actions. Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss: reported $2.56 vs. $2.78 expected. Results include pre-tax charges tied to an intended manufacturing-asset divestiture ($81M, ~$0.31/sh) and land impairments ($35M, ~$0.14/sh), which materially pressured EPS. PulteGroup profit sinks as homebuyer demand remains weak
• Negative Sentiment: Analyst concerns: incentives, cost pressures and cautious buyers compressed margins; Zacks highlights these risks and carries a bearish stance with revised estimates. That drove cautious investor sentiment. Zacks: Q4 earnings & revenues top estimates, stock down

PulteGroup Company 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.