Q3 Earnings Estimate for PulteGroup Issued By Zacks Research

PulteGroup, Inc. (NYSE:PHM) – Research analysts at Zacks Research lifted their Q3 2026 EPS estimates for shares of PulteGroup in a report released on Tuesday, January 27th. Zacks Research analyst Team now anticipates that the construction company will post earnings of $3.08 per share for the quarter, up from their previous forecast of $3.01. 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 2027 earnings at $3.53 EPS, Q3 2027 earnings at $3.56 EPS and FY2027 earnings at $13.06 EPS.

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

A number of other brokerages have also recently issued reports on PHM. Citigroup decreased their target price on PulteGroup from $135.00 to $128.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Citizens Jmp assumed coverage on PulteGroup in a research note on Wednesday, January 7th. They issued a “market outperform” rating and a $145.00 price target on the stock. Wells Fargo & Company boosted their price objective on PulteGroup from $132.00 to $150.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Wall Street Zen upgraded shares of PulteGroup from a “sell” rating to a “hold” rating in a report on Sunday, January 11th. Finally, JPMorgan Chase & Co. lifted their target price on shares of PulteGroup from $136.00 to $149.00 and gave the stock an “overweight” rating in a research report on Thursday, December 4th. 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 company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $138.85.

PulteGroup Price Performance

NYSE PHM opened at $127.18 on Thursday. PulteGroup has a 1 year low of $88.07 and a 1 year high of $142.11. The business’s fifty day moving average is $124.58 and its two-hundred day moving average is $124.56. The stock has a market capitalization of $24.79 billion, a P/E ratio of 9.79, a P/E/G ratio of 1.01 and a beta of 1.33. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.81 and a current ratio of 0.81.

Institutional Investors Weigh In On PulteGroup

A number of large investors have recently bought and sold shares of PHM. Railway Pension Investments Ltd grew its position in PulteGroup by 2.4% during the 2nd quarter. Railway Pension Investments Ltd now owns 137,739 shares of the construction company’s stock worth $14,526,000 after acquiring an additional 3,200 shares during the last quarter. Nisa Investment Advisors LLC boosted its stake in PulteGroup by 10.5% in the third quarter. Nisa Investment Advisors LLC now owns 105,470 shares of the construction company’s stock worth $13,959,000 after purchasing an additional 10,028 shares in the last quarter. International Assets Investment Management LLC bought a new stake in shares of PulteGroup during the second quarter worth $2,162,000. Osaic Holdings Inc. increased its stake in shares of PulteGroup by 129.5% in the second quarter. Osaic Holdings Inc. now owns 151,766 shares of the construction company’s stock valued at $15,778,000 after buying an additional 85,637 shares in the last quarter. Finally, Generali Asset Management SPA SGR bought a new position in shares of PulteGroup in the third quarter valued at about $2,280,000. 89.90% of the stock is currently owned by institutional investors.

PulteGroup Increases Dividend

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

Trending Headlines about 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

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.