Equities Analysts Issue Forecasts for PulteGroup Q4 Earnings

Key Points

• Analysts at Seaport Res Ptn have lowered their Q4 2025 earnings estimate for PulteGroup from $2.76 to $2.68 per share, while maintaining a "Strong-Buy" rating on the stock.
• PulteGroup reported earnings of $2.96 per share for the latest quarter, surpassing analyst expectations of $2.86, with revenue reaching $4.40 billion against a forecast of $4.31 billion.
• The company recently declared a quarterly dividend of $0.22 per share, with a dividend yield of 0.7% and a payout ratio of 6.58%.

PulteGroup, Inc. (NYSE:PHM - Free Report) - Stock analysts at Seaport Res Ptn lowered their Q4 2025 earnings estimates for PulteGroup in a research report issued on Tuesday, October 21st. Seaport Res Ptn analyst K. Zener now forecasts that the construction company will post earnings per share of $2.68 for the quarter, down from their previous forecast of $2.76. Seaport Res Ptn has a "Strong-Buy" rating on the stock. The consensus estimate for PulteGroup's current full-year earnings is $12.32 per share. Seaport Res Ptn also issued estimates for PulteGroup's FY2026 earnings at $10.72 EPS.

PHM has been the subject of several other research reports. JPMorgan Chase & Co. increased their target price on shares of PulteGroup from $121.00 to $123.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 23rd. Oppenheimer increased their target price on shares of PulteGroup from $132.00 to $140.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 23rd. Zacks Research raised shares of PulteGroup from a "strong sell" rating to a "hold" rating in a research note on Friday, August 29th. Wedbush reissued an "outperform" rating and issued a $150.00 price objective on shares of PulteGroup in a research note on Tuesday. Finally, Bank of America lowered their price objective on shares of PulteGroup from $145.00 to $140.00 and set a "buy" rating for the company in a research note on Friday, October 10th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, PulteGroup currently has an average rating of "Moderate Buy" and an average target price of $133.67.

PulteGroup Trading Up 0.6%

Shares of PHM stock opened at $120.95 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 0.81 and a quick ratio of 0.77. The firm has a market cap of $23.58 billion, a PE ratio of 9.31, a price-to-earnings-growth ratio of 0.35 and a beta of 1.29. The company has a 50-day moving average of $130.51 and a two-hundred day moving average of $114.23. PulteGroup has a 1-year low of $88.07 and a 1-year high of $142.11.

PulteGroup (NYSE:PHM - Get Free Report) last announced its earnings results on Tuesday, October 21st. The construction company reported $2.96 earnings per share for the quarter, topping the consensus estimate of $2.86 by $0.10. The company had revenue of $4.40 billion during the quarter, compared to analyst estimates of $4.31 billion. PulteGroup had a net margin of 14.93% and a return on equity of 19.58%. PulteGroup's revenue was down 1.6% compared to the same quarter last year. During the same quarter last year, the firm posted $3.35 earnings per share.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in PHM. Evergreen Capital Management LLC lifted its stake in PulteGroup by 2.8% in the second 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 stake in PulteGroup by 1.0% in the second 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 lifted its stake in PulteGroup by 4.2% in the third quarter. Apella Capital LLC now owns 2,163 shares of the construction company's stock worth $268,000 after acquiring an additional 87 shares during the last quarter. Cooper Financial Group lifted its stake in PulteGroup by 1.4% in the second quarter. Cooper Financial Group now owns 6,697 shares of the construction company's stock worth $706,000 after acquiring an additional 92 shares during the last quarter. Finally, CWM LLC lifted its stake in PulteGroup by 0.6% in the third quarter. CWM LLC now owns 14,308 shares of the construction company's stock worth $1,890,000 after acquiring an additional 92 shares during the last quarter. Hedge funds and other institutional investors own 89.90% of the company's stock.

PulteGroup Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, October 2nd. Stockholders of record on Tuesday, September 16th were paid a $0.22 dividend. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $0.88 annualized dividend and a dividend yield of 0.7%. PulteGroup's dividend payout ratio (DPR) is presently 6.58%.

PulteGroup Company Profile

PulteGroup, Inc, through its subsidiaries, primarily engages in the homebuilding business in the United States. It acquires and develops land primarily for residential purposes; and constructs housing on such land. The company also offers various home designs, including single-family detached, townhomes, condominiums, and duplexes under the Centex, Pulte Homes, Del Webb, DiVosta Homes, John Wieland Homes and Neighborhoods, and American West brand names.

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