Winnow Wealth LLC Acquires New Holdings in PulteGroup, Inc. $PHM

Winnow Wealth LLC acquired a new position in PulteGroup, Inc. (NYSE:PHM) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 7,846 shares of the construction company’s stock, valued at approximately $1,044,000.

A number of other large investors have also recently made changes to their positions in the stock. Twin Peaks Wealth Advisors LLC purchased a new stake in PulteGroup during the 2nd quarter valued at approximately $32,000. Rexford Capital Inc. bought a new position in PulteGroup during the second quarter valued at $35,000. Private Wealth Management Group LLC boosted its position in shares of PulteGroup by 281.7% during the third quarter. Private Wealth Management Group LLC now owns 271 shares of the construction company’s stock valued at $36,000 after buying an additional 200 shares during the period. Hager Investment Management Services LLC increased its stake in PulteGroup by 33.3% in the 2nd quarter. Hager Investment Management Services LLC now owns 420 shares of the construction company’s stock worth $44,000 after buying an additional 105 shares during the period. Finally, True Wealth Design LLC boosted its holdings in shares of PulteGroup by 229.6% in the third quarter. True Wealth Design LLC now owns 356 shares of the construction company’s stock valued at $47,000 after purchasing an additional 248 shares during the period. 89.90% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. JPMorgan Chase & Co. upped their price target 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. Evercore ISI reduced their target price on PulteGroup from $154.00 to $134.00 and set an “in-line” rating for the company in a research note on Wednesday, October 22nd. The Goldman Sachs Group reissued a “neutral” rating and set a $144.00 target price on shares of PulteGroup in a report on Tuesday, January 13th. Zacks Research cut PulteGroup from a “hold” rating to a “strong sell” rating in a research report on Monday, January 26th. Finally, Bank of America cut 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 Friday, October 10th. Nine analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $139.85.

PulteGroup Stock Performance

NYSE PHM opened at $125.04 on Friday. 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 stock’s fifty day moving average is $124.68 and its two-hundred day moving average is $124.64. The firm has a market capitalization of $24.37 billion, a P/E ratio of 11.24, a price-to-earnings-growth ratio of 1.04 and a beta of 1.33. PulteGroup, Inc. has a fifty-two week low of $88.07 and a fifty-two week high of $142.11.

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 dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.8%. This is a boost from PulteGroup’s previous quarterly dividend of $0.22. The ex-dividend date of this dividend was Tuesday, December 16th. PulteGroup’s payout ratio is presently 9.35%.

More PulteGroup News

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Management outlined 3%–5% community-count growth for 2026 and is pursuing strategic divestitures to sharpen margins — this signals operational focus on profitable growth. PulteGroup outlines 3%-5% community count growth
• Positive Sentiment: Top line beat: Q4 revenue was $4.61B versus consensus ~$4.34B, showing resilience in sales despite a softer market. PulteGroup Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Some brokerages maintain constructive ratings (consensus “Moderate Buy” noted), providing support versus purely negative sell-side views. PulteGroup receives consensus rating of Moderate Buy
• Neutral Sentiment: Company released the official Q4 results, slide deck and call — useful for parsing one-time adjustments and segment detail. PulteGroup Reports Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Full earnings-call/transcript coverage is available for management commentary on demand trends, incentives and margin actions. Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss: reported $2.56 vs. $2.78 expected. Results include pre-tax charges tied to an intended manufacturing-asset divestiture ($81M, ~$0.31/sh) and land impairments ($35M, ~$0.14/sh), which materially pressured EPS. PulteGroup profit sinks as homebuyer demand remains weak
• Negative Sentiment: Analyst concerns: incentives, cost pressures and cautious buyers compressed margins; Zacks highlights these risks and carries a bearish stance with revised estimates. That drove cautious investor sentiment. Zacks: Q4 earnings & revenues top estimates, stock down

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.