Federated Hermes Inc. Decreases Stock Position in PulteGroup, Inc. $PHM

Federated Hermes Inc. cut its position in PulteGroup, Inc. (NYSE:PHM) by 76.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 7,798 shares of the construction company’s stock after selling 24,898 shares during the period. Federated Hermes Inc.’s holdings in PulteGroup were worth $1,030,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Twin Peaks Wealth Advisors LLC bought a new stake in PulteGroup in the 2nd quarter valued at about $32,000. Rexford Capital Inc. purchased a new position in shares of PulteGroup in the second quarter worth about $35,000. Private Wealth Management Group LLC raised its position 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 valued at $36,000 after purchasing an additional 200 shares during the period. True Wealth Design LLC lifted its stake in shares of PulteGroup by 229.6% during the 3rd quarter. True Wealth Design LLC now owns 356 shares of the construction company’s stock valued at $47,000 after buying an additional 248 shares in the last quarter. Finally, SJS Investment Consulting Inc. lifted its stake in shares of PulteGroup by 1,423.1% during the 3rd 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 in the last quarter. Hedge funds and other institutional investors own 89.90% of the company’s stock.

Key Stories Impacting 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 other PulteGroup news, EVP Todd N. Sheldon sold 14,220 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $135.01, for a total value of $1,919,842.20. Following the completion of the transaction, the executive vice president owned 69,753 shares of the company’s stock, valued at $9,417,352.53. The trade was a 16.93% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Matthew William Koart sold 15,309 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $135.79, for a total transaction of $2,078,809.11. Following the sale, the chief operating officer owned 42,418 shares in the company, valued at approximately $5,759,940.22. This trade represents a 26.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 144,779 shares of company stock valued at $19,432,616 in the last ninety days. 0.76% of the stock is currently owned by company insiders.

PulteGroup Price Performance

NYSE:PHM opened at $135.21 on Friday. PulteGroup, Inc. has a 52-week low of $88.07 and a 52-week high of $142.11. The stock has a fifty day moving average of $125.34 and a 200 day moving average of $125.45. 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 firm has a market capitalization of $26.00 billion, a price-to-earnings ratio of 12.16, a P/E/G ratio of 1.53 and a beta of 1.33.

PulteGroup Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Royal Bank Of Canada lifted their price objective on shares of PulteGroup from $111.00 to $115.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. Wall Street Zen upgraded PulteGroup from a “sell” rating to a “hold” rating in a research report on Sunday, January 11th. Citizens Jmp initiated coverage on PulteGroup in a research note on Wednesday, January 7th. They set a “market outperform” rating and a $145.00 price objective on the stock. Citigroup raised their target price on PulteGroup from $128.00 to $136.00 and gave the stock a “neutral” rating in a research note on Tuesday. Finally, BTIG Research initiated coverage on PulteGroup in a report on Monday, December 1st. They set a “neutral” rating for the company. Nine investment 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. According to MarketBeat.com, PulteGroup currently has an average rating of “Moderate Buy” and an average target price 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.