Truist Financial Corp Boosts Stock Position in PulteGroup, Inc. $PHM

Truist Financial Corp lifted its holdings in PulteGroup, Inc. (NYSE:PHM) by 5.3% in the third quarter, HoldingsChannel reports. The fund owned 80,566 shares of the construction company’s stock after buying an additional 4,047 shares during the period. Truist Financial Corp’s holdings in PulteGroup were worth $10,645,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Twin Peaks Wealth Advisors LLC bought a new stake in PulteGroup in the 2nd quarter worth $32,000. Rexford Capital Inc. purchased a new position in PulteGroup during the 2nd quarter valued at about $35,000. Private Wealth Management Group LLC lifted its holdings in shares of PulteGroup by 281.7% during the third quarter. Private Wealth Management Group LLC now owns 271 shares of the construction company’s stock valued at $36,000 after purchasing an additional 200 shares during the last quarter. Hager Investment Management Services LLC raised its stake in PulteGroup by 33.3% during the second quarter. Hager Investment Management Services LLC now owns 420 shares of the construction company’s stock valued at $44,000 after buying an additional 105 shares during the last quarter. Finally, True Wealth Design LLC raised its position in shares of PulteGroup by 229.6% in the 3rd quarter. True Wealth Design LLC now owns 356 shares of the construction company’s stock worth $47,000 after purchasing an additional 248 shares during the last quarter. Institutional investors own 89.90% of the company’s stock.

Analysts Set New Price Targets

PHM has been the subject of several analyst reports. Evercore ISI raised their price target on shares of PulteGroup from $134.00 to $143.00 in a research report on Friday. Bank of America dropped their target price on shares of PulteGroup from $145.00 to $140.00 and set a “buy” rating for the company in a report on Friday, October 10th. Wells Fargo & Company lifted their price objective on shares of PulteGroup from $132.00 to $150.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. BTIG Research began coverage on PulteGroup in a research report on Monday, December 1st. They set a “neutral” rating for the company. Finally, Citizens Jmp started coverage on PulteGroup in a research note on Wednesday, January 7th. They set a “market outperform” rating and a $145.00 price target on the stock. 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 a consensus rating of “Moderate Buy” and a consensus price target of $140.54.

More PulteGroup News

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 Stock Down 1.7%

Shares of PHM opened at $125.04 on Monday. The stock’s 50-day moving average price is $124.68 and its 200-day moving average price is $124.87. The company has a quick ratio of 0.81, a current ratio of 1.01 and a debt-to-equity ratio of 0.13. The company has a market capitalization of $24.37 billion, a price-to-earnings ratio of 11.24, a PEG ratio of 1.03 and a beta of 1.33. PulteGroup, Inc. has a 52 week low of $88.07 and a 52 week high of $142.11.

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 given a dividend of $0.26 per share. This is an increase from PulteGroup’s previous quarterly dividend of $0.22. This represents a $1.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, December 16th. PulteGroup’s dividend payout ratio (DPR) is currently 9.35%.

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.