Kinsale Capital Group Inc. Has $8.78 Million Holdings in PulteGroup, Inc. $PHM

Kinsale Capital Group Inc. grew its stake in PulteGroup, Inc. (NYSE:PHM) by 8.3% during the third quarter, HoldingsChannel reports. The firm owned 66,428 shares of the construction company’s stock after buying an additional 5,069 shares during the quarter. PulteGroup accounts for about 1.6% of Kinsale Capital Group Inc.’s investment portfolio, making the stock its 27th largest holding. Kinsale Capital Group Inc.’s holdings in PulteGroup were worth $8,777,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of PHM. Private Wealth Management Group LLC grew its stake in shares of PulteGroup by 281.7% in the third quarter. Private Wealth Management Group LLC now owns 271 shares of the construction company’s stock worth $36,000 after purchasing an additional 200 shares during the last quarter. Twin Peaks Wealth Advisors LLC bought a new position in PulteGroup during the 2nd quarter worth approximately $32,000. Rexford Capital Inc. acquired a new position in shares of PulteGroup in the 2nd quarter worth approximately $35,000. True Wealth Design LLC boosted its stake in shares of PulteGroup by 229.6% in the 3rd 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 last quarter. Finally, SJS Investment Consulting Inc. lifted its holdings in PulteGroup by 1,423.1% in the third quarter. SJS Investment Consulting Inc. now owns 396 shares of the construction company’s stock valued at $52,000 after buying an additional 370 shares during the period. 89.90% of the stock is currently owned by institutional investors and hedge funds.

PulteGroup Price Performance

Shares of PulteGroup stock opened at $135.21 on Friday. The company has a market cap of $26.00 billion, a PE ratio of 12.16, a P/E/G ratio of 1.55 and a beta of 1.33. The business has a 50 day moving average of $125.34 and a 200 day moving average of $125.48. PulteGroup, Inc. has a 52 week low of $88.07 and a 52 week high of $142.11. The company has a quick ratio of 0.81, a current ratio of 1.01 and a debt-to-equity ratio of 0.13.

PulteGroup Dividend Announcement

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

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

Insider Activity at PulteGroup

In related news, COO Matthew William Koart sold 15,309 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $135.79, for a total value of $2,078,809.11. Following the sale, the chief operating officer directly owned 42,418 shares of the company’s stock, valued at $5,759,940.22. This represents a 26.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Ryan Marshall sold 111,250 shares of the firm’s 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 transaction, the insider directly owned 659,392 shares of the company’s stock, valued at $88,266,213.12. This represents a 14.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 144,779 shares of company stock valued at $19,432,616. 0.76% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have issued reports on PHM shares. Weiss Ratings raised PulteGroup from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, January 12th. Evercore upped their price objective on shares of PulteGroup from $134.00 to $143.00 in a report on Friday, January 30th. Barclays set a $115.00 target price on PulteGroup in a research note on Monday, December 8th. JPMorgan Chase & Co. decreased their price objective on PulteGroup from $149.00 to $131.00 and set an “overweight” rating for the company in a report on Tuesday, February 3rd. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $145.00 price objective on shares of PulteGroup in a research note on Wednesday. Nine 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 company’s stock. Based on data from MarketBeat.com, PulteGroup has a consensus rating of “Moderate Buy” and a consensus price target of $140.15.

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.