AdvisorShares Investments LLC Makes New Investment in PulteGroup, Inc. $PHM

AdvisorShares Investments LLC acquired a new stake in PulteGroup, Inc. (NYSE:PHM) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 4,128 shares of the construction company’s stock, valued at approximately $545,000.

Several other hedge funds also recently made changes to their positions in PHM. Franklin Resources Inc. grew its position in PulteGroup by 0.8% during the second quarter. Franklin Resources Inc. now owns 12,290,631 shares of the construction company’s stock worth $1,296,170,000 after buying an additional 95,058 shares in the last quarter. Norges Bank acquired a new position in PulteGroup in the 2nd quarter valued at $404,339,000. First Trust Advisors LP lifted its position in shares of PulteGroup by 27.2% during the 2nd quarter. First Trust Advisors LP now owns 3,199,906 shares of the construction company’s stock valued at $337,462,000 after acquiring an additional 683,728 shares during the period. Invesco Ltd. grew its holdings in shares of PulteGroup by 0.9% during the 2nd quarter. Invesco Ltd. now owns 2,634,275 shares of the construction company’s stock worth $277,811,000 after purchasing an additional 23,051 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA acquired a new stake in shares of PulteGroup during the 3rd quarter worth $315,883,000. 89.90% of the stock is owned by institutional investors.

Trending Headlines about PulteGroup

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Citigroup upped their price objective on shares of PulteGroup from $128.00 to $136.00 and gave the stock a “neutral” rating in a research report on Tuesday. Barclays set a $115.00 target price on shares of PulteGroup in a research report on Monday, December 8th. Wells Fargo & Company increased their price target on shares of PulteGroup from $132.00 to $150.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Wedbush reissued an “outperform” rating and issued a $150.00 price objective on shares of PulteGroup in a research note on Tuesday, October 21st. Finally, Royal Bank Of Canada upped their target price on PulteGroup from $111.00 to $115.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. Nine equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, PulteGroup has a consensus rating of “Moderate Buy” and a consensus price target of $140.15.

Insiders Place Their Bets

In other news, insider Ryan Marshall sold 111,250 shares of PulteGroup stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $133.86, for a total value of $14,891,925.00. Following the completion of the sale, the insider owned 659,392 shares in the company, valued at $88,266,213.12. The trade was a 14.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Todd N. Sheldon sold 14,220 shares of PulteGroup stock in a transaction on Friday, February 6th. The shares were sold at an average price of $135.01, for a total transaction of $1,919,842.20. Following the completion of the sale, the executive vice president directly owned 69,753 shares of the company’s stock, valued at approximately $9,417,352.53. This trade represents a 16.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 144,779 shares of company stock valued at $19,432,616. Company insiders own 0.76% of the company’s stock.

PulteGroup Stock Up 0.9%

Shares of NYSE:PHM opened at $135.21 on Friday. PulteGroup, Inc. has a 52-week low of $88.07 and a 52-week high of $142.11. The company has a market capitalization of $26.00 billion, a PE ratio of 12.16, a price-to-earnings-growth ratio of 1.55 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 1.01. The company has a fifty day moving average of $125.34 and a 200-day moving average of $125.48.

PulteGroup Dividend Announcement

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

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.