PulteGroup, Inc. (NYSE:PHM) Receives Average Rating of "Moderate Buy" from Analysts

Key Points

• Analysts maintain a “Moderate Buy” consensus on PulteGroup, with 10 buy ratings and seven holds. The average 12-month price target is $143.14, above the stock’s reported $130.13 price.
• PulteGroup’s latest quarterly results exceeded expectations, with EPS of $2.48 versus the $2.36 consensus and revenue of $3.98 billion. However, revenue declined 9.6% year over year and EPS fell from $3.03 in the prior-year quarter.
• The company authorized a $1.5 billion share-repurchase program, allowing buybacks of up to 6.1% of outstanding shares, while analysts’ earnings estimates show mixed revisions for 2026–2028.

Shares of PulteGroup, Inc. (NYSE:PHM - Get Free Report) have received an average recommendation of "Moderate Buy" from the seventeen research firms that are currently covering the stock, MarketBeat Ratings reports. Seven investment analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $143.1429.

A number of equities analysts recently weighed in on PHM shares. Citigroup dropped their price target on PulteGroup from $138.00 to $134.00 and set a "neutral" rating on the stock in a research note on Friday, July 24th. UBS Group reaffirmed a "buy" rating and set a $166.00 price objective on shares of PulteGroup in a research note on Thursday, July 23rd. Bank of America decreased their target price on shares of PulteGroup from $145.00 to $140.00 and set a "buy" rating for the company in a report on Monday, April 20th. Barclays lifted their target price on shares of PulteGroup from $123.00 to $124.00 and gave the stock an "equal weight" rating in a research report on Thursday, July 23rd. Finally, The Goldman Sachs Group boosted their price target on shares of PulteGroup from $133.00 to $142.00 and gave the company a "neutral" rating in a report on Friday, April 24th.

PulteGroup News Summary

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Zacks Research raised its PulteGroup EPS forecast for Q4 2026 to $3.04 from $2.87 and lifted its FY2026 forecast to $9.91 from $9.70. It also made a small increase to its Q1 2027 estimate, now at $1.96 versus $1.95 previously. These revisions suggest some confidence in the company’s near-term earnings trajectory.
• Neutral Sentiment: Wall Street’s outlook for PHM is reviewed in a recent analyst-focused article, highlighting the importance of consensus ratings and price targets to the stock’s direction. Are Wall Street analysts predicting PulteGroup stock will climb or sink?
• Neutral Sentiment: PulteGroup entered a repurchase agreement to help finance mortgage originations. The pact may support lending capacity and home sales, although it also exposes the company’s mortgage business to financing and liquidity considerations. PulteGroup enters repurchase pact to finance mortgage originations
• Negative Sentiment: Zacks lowered several estimates, including Q3 2026 EPS to $2.60 from $2.67, Q2 2027 EPS to $2.71 from $2.81, Q3 2027 EPS to $3.00 from $3.06, FY2027 EPS to $11.04 from $11.07, Q1 2028 EPS to $2.40 from $2.46, and FY2028 EPS to $13.26 from $13.45. The breadth of the reductions signals some pressure on longer-term earnings expectations.

Insiders Place Their Bets

In other news, COO Matthew William Koart sold 7,457 shares of the company's stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $120.00, for a total value of $894,840.00. Following the transaction, the chief operating officer owned 28,100 shares in the company, valued at $3,372,000. This represents a 20.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 0.75% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Cedar Mountain Advisors LLC increased its stake in shares of PulteGroup by 1,650.0% in the first quarter. Cedar Mountain Advisors LLC now owns 210 shares of the construction company's stock worth $25,000 after acquiring an additional 198 shares during the last quarter. NFSG Corp acquired a new stake in PulteGroup during the first quarter valued at $29,000. Rachor Investment Advisory Services LLC acquired a new stake in PulteGroup during the fourth quarter valued at $31,000. HHM Wealth Advisors LLC grew its stake in PulteGroup by 158.5% in the first quarter. HHM Wealth Advisors LLC now owns 274 shares of the construction company's stock valued at $32,000 after purchasing an additional 168 shares in the last quarter. Finally, DV Equities LLC purchased a new position in PulteGroup in the fourth quarter valued at about $32,000. Institutional investors and hedge funds own 89.90% of the company's stock.

PulteGroup Stock Performance

PHM opened at $130.13 on Monday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.14. The firm has a market cap of $24.39 billion, a PE ratio of 13.29, a P/E/G ratio of 1.61 and a beta of 1.19. The business has a fifty day simple moving average of $128.33 and a 200-day simple moving average of $125.58. PulteGroup has a fifty-two week low of $108.49 and a fifty-two week high of $144.49.

PulteGroup (NYSE:PHM - Get Free Report) last announced its earnings results on Wednesday, July 22nd. The construction company reported $2.48 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.36 by $0.12. PulteGroup had a return on equity of 15.21% and a net margin of 11.62%.The company had revenue of $3.98 billion for the quarter, compared to analyst estimates of $3.94 billion. During the same period in the previous year, the firm earned $3.03 earnings per share. PulteGroup's revenue for the quarter was down 9.6% compared to the same quarter last year. As a group, equities analysts predict that PulteGroup will post 10.12 EPS for the current fiscal year.

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

About PulteGroup

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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