Q1 Earnings Estimate for PulteGroup Issued By Zacks Research

PulteGroup, Inc. (NYSE:PHM) – Zacks Research lowered their Q1 2026 earnings per share estimates for PulteGroup in a research report issued on Tuesday, January 27th. Zacks Research analyst Team now expects that the construction company will post earnings per share of $2.03 for the quarter, down from their prior estimate of $2.11. 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 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.

Other equities research analysts have also issued research reports about the stock. Citizens Jmp started coverage on shares of PulteGroup in a research note on Wednesday, January 7th. They issued a “market outperform” rating and a $145.00 price target on the stock. Royal Bank Of Canada restated a “sector perform” rating and issued a $111.00 target price on shares of PulteGroup in a research report on Friday, January 9th. JPMorgan Chase & Co. lifted their target price on PulteGroup from $136.00 to $149.00 and gave the company an “overweight” rating in a research note on Thursday, December 4th. Weiss Ratings raised PulteGroup from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 12th. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $144.00 price objective on shares of PulteGroup in a research note on Tuesday, January 13th. Nine investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

PulteGroup Trading Down 0.4%

Shares of NYSE:PHM opened at $123.41 on Wednesday. The company has a quick ratio of 0.81, a current ratio of 0.81 and a debt-to-equity ratio of 0.13. The company’s 50-day moving average price is $124.32 and its 200 day moving average price is $124.54. The company has a market cap of $24.05 billion, a PE ratio of 9.50, a P/E/G ratio of 1.02 and a beta of 1.33. PulteGroup has a fifty-two week low of $88.07 and a fifty-two week high of $142.11.

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 paid a $0.26 dividend. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from PulteGroup’s previous quarterly dividend of $0.22. PulteGroup’s dividend payout ratio (DPR) is presently 8.01%.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of PHM. Diversified Enterprises LLC acquired a new stake in PulteGroup in the 4th quarter valued at about $314,000. Spectrum Investment Advisors Inc. acquired a new position in shares of PulteGroup in the fourth quarter worth about $235,000. Quent Long Short Global Small Cap Fund LP purchased a new position in shares of PulteGroup in the fourth quarter worth approximately $345,000. HB Wealth Management LLC increased its position in shares of PulteGroup by 10.3% in the fourth quarter. HB Wealth Management LLC now owns 5,115 shares of the construction company’s stock worth $600,000 after acquiring an additional 477 shares in the last quarter. Finally, Caprock Group LLC raised its holdings in shares of PulteGroup by 43.0% during the fourth quarter. Caprock Group LLC now owns 65,687 shares of the construction company’s stock valued at $7,719,000 after acquiring an additional 19,768 shares during the period. Institutional investors own 89.90% of the company’s stock.

PulteGroup News Summary

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

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.