Drucker Wealth 3.0 LLC Has $544,000 Stock Position in PulteGroup, Inc. $PHM

Key Points

• Drucker Wealth 3.0 LLC cut its PulteGroup stake by 67.1% in the fourth quarter, selling 9,459 shares and ending with 4,639 shares valued at about $544,000.
• Insiders also sold shares: EVP Kevin A. Henry and Director Lila Snyder both reduced their holdings in separate transactions, while insiders overall own just 0.75% of the company.
• PulteGroup reported mixed fundamentals and ongoing capital returns, missing EPS estimates by $0.01 on quarterly earnings while authorizing a $1.5 billion share buyback and maintaining a quarterly dividend of $0.26 per share.

Drucker Wealth 3.0 LLC lowered its stake in PulteGroup, Inc. (NYSE:PHM - Free Report) by 67.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,639 shares of the construction company's stock after selling 9,459 shares during the quarter. Drucker Wealth 3.0 LLC's holdings in PulteGroup were worth $544,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Rachor Investment Advisory Services LLC acquired a new position in shares of PulteGroup in the 4th quarter valued at $31,000. High Point Wealth Management LLC acquired a new position in shares of PulteGroup in the 4th quarter valued at $38,000. Beacon Financial Strategies CORP acquired a new position in shares of PulteGroup in the 4th quarter valued at $40,000. Fulcrum Asset Management LLP acquired a new position in shares of PulteGroup in the 3rd quarter valued at $47,000. Finally, Root Financial Partners LLC acquired a new position in shares of PulteGroup in the 3rd quarter valued at $54,000. Institutional investors and hedge funds own 89.90% of the company's stock.

Insider Transactions at PulteGroup

In related news, EVP Kevin A. Henry sold 5,173 shares of PulteGroup stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $141.03, for a total transaction of $729,548.19. Following the completion of the transaction, the executive vice president owned 14,673 shares in the company, valued at approximately $2,069,333.19. This trade represents a 26.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lila Snyder sold 3,339 shares of PulteGroup stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $117.18, for a total value of $391,264.02. Following the transaction, the director owned 3,540 shares of the company's stock, valued at $414,817.20. The trade was a 48.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.75% of the company's stock.

PulteGroup Price Performance

Shares of NYSE PHM opened at $117.52 on Friday. The stock has a market capitalization of $22.39 billion, a price-to-earnings ratio of 11.37, a PEG ratio of 1.49 and a beta of 1.23. The business has a 50-day moving average of $122.86 and a 200-day moving average of $124.59. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.94 and a quick ratio of 0.94. PulteGroup, Inc. has a fifty-two week low of $95.20 and a fifty-two week high of $144.49.

PulteGroup (NYSE:PHM - Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The construction company reported $1.79 EPS for the quarter, missing analysts' consensus estimates of $1.80 by ($0.01). PulteGroup had a return on equity of 16.41% and a net margin of 12.14%.The business had revenue of $3.41 billion for the quarter, compared to the consensus estimate of $3.40 billion. During the same quarter in the previous year, the business posted $2.57 EPS. The company's revenue for the quarter was down 12.4% on a year-over-year basis. As a group, sell-side analysts predict that PulteGroup, Inc. will post 10 earnings per share for the current fiscal year.

PulteGroup declared that its board has approved a share repurchase program on Thursday, April 23rd that allows the company to buyback $1.50 billion in shares. This buyback authorization allows the construction company to reacquire up to 6.1% of its stock through open market purchases. Stock buyback programs are typically a sign that the company's board believes its stock is undervalued.

PulteGroup Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 2nd. Investors of record on Tuesday, June 16th will be issued a dividend of $0.26 per share. The ex-dividend date is Tuesday, June 16th. This represents a $1.04 dividend on an annualized basis and a yield of 0.9%. PulteGroup's dividend payout ratio (DPR) is presently 10.06%.

Analysts Set New Price Targets

PHM has been the topic of several research analyst reports. Truist Financial dropped their price objective on PulteGroup from $170.00 to $150.00 and set a "buy" rating on the stock in a research note on Thursday, April 16th. Bank of America dropped their price objective on PulteGroup from $145.00 to $140.00 and set a "buy" rating on the stock in a research note on Monday, April 20th. Seaport Research Partners reaffirmed a "sell" rating and set a $100.00 price objective (down from $155.00) on shares of PulteGroup in a research note on Tuesday, April 7th. Zacks Research raised PulteGroup from a "strong sell" rating to a "hold" rating in a research note on Monday, April 13th. Finally, UBS Group raised their price objective on PulteGroup from $159.00 to $162.00 and gave the stock a "buy" rating in a research note on Friday, April 24th. Ten equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $140.71.

Trending Headlines about PulteGroup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate for PulteGroup to $2.87 from $2.78, suggesting slightly better-than-expected profitability in that period.
• Positive Sentiment: Zacks Research also increased its Q4 2027 EPS estimate to $3.25 from $3.22, indicating improved longer-term earnings expectations. Article link
• Neutral Sentiment: The stock is drawing extra investor attention after being highlighted as one of Zacks.com’s most-watched names, which can increase trading interest but does not by itself change fundamentals. Article link
• Negative Sentiment: Analysts trimmed PulteGroup’s Q2 2026 EPS estimate to $2.37 from $2.60, a meaningful cut that may weigh on sentiment around near-term results.
• Negative Sentiment: Estimates were also cut for Q3 2026, Q2 2027, Q3 2027 and full-year FY2026 earnings, with FY2026 lowered to $9.70 from $9.85, reinforcing a more cautious earnings outlook. Article link

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.

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