PulteGroup, Inc. $PHM Shares Sold by Berkshire Asset Management LLC PA

Berkshire Asset Management LLC PA lessened its holdings in PulteGroup, Inc. (NYSE:PHM) by 3.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 138,300 shares of the construction company’s stock after selling 4,473 shares during the period. Berkshire Asset Management LLC PA’s holdings in PulteGroup were worth $18,274,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in PHM. Evergreen Capital Management LLC increased its holdings in PulteGroup by 2.8% in the 2nd quarter. Evergreen Capital Management LLC now owns 2,875 shares of the construction company’s stock valued at $304,000 after purchasing an additional 78 shares in the last quarter. Fidelis Capital Partners LLC boosted its position in shares of PulteGroup by 1.0% in the second quarter. Fidelis Capital Partners LLC now owns 8,760 shares of the construction company’s stock worth $924,000 after buying an additional 85 shares during the period. Apella Capital LLC grew its stake in shares of PulteGroup by 4.2% in the third quarter. Apella Capital LLC now owns 2,163 shares of the construction company’s stock valued at $268,000 after buying an additional 87 shares in the last quarter. CWM LLC raised its holdings in shares of PulteGroup by 0.6% during the 3rd quarter. CWM LLC now owns 14,308 shares of the construction company’s stock valued at $1,890,000 after buying an additional 92 shares during the period. Finally, Wilmington Savings Fund Society FSB lifted its position in PulteGroup by 5.7% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,736 shares of the construction company’s stock worth $229,000 after acquiring an additional 94 shares in the last quarter. 89.90% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages have issued reports on PHM. Royal Bank Of Canada increased their price objective on shares of PulteGroup from $111.00 to $115.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $144.00 price target on shares of PulteGroup in a report on Tuesday, January 13th. Weiss Ratings upgraded shares of PulteGroup from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, January 12th. Citizens Jmp started coverage on PulteGroup in a research note on Wednesday, January 7th. They set a “market outperform” rating and a $145.00 target price for the company. Finally, Barclays set a $115.00 target price on PulteGroup in a research report on Monday, December 8th. Nine analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, PulteGroup currently has a consensus rating of “Moderate Buy” and an average target price of $140.15.

Insider Transactions at PulteGroup

In related news, VP Brien P. O’meara sold 4,000 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $135.51, for a total transaction of $542,040.00. Following the transaction, the vice president directly owned 8,601 shares in the company, valued at $1,165,521.51. This trade represents a 31.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Matthew William Koart sold 15,309 shares of PulteGroup stock in a transaction on Friday, February 6th. The stock was sold at an average price of $135.79, for a total transaction of $2,078,809.11. Following the completion of the transaction, the chief operating officer directly owned 42,418 shares of the company’s stock, valued at approximately $5,759,940.22. This represents a 26.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 144,779 shares of company stock valued at $19,432,616 over the last 90 days. Insiders own 0.76% of the company’s stock.

Key Headlines Impacting PulteGroup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: Zacks.com notes heavy investor search/attention on PulteGroup, which can drive short-term buying interest or increased liquidity around the stock. Article Title
• Negative Sentiment: Zacks Research has cut near-term earnings forecasts repeatedly (multiple Q1–Q4 2026 quarter estimates and FY2026 lowered to $9.85 from $11.03), signaling weaker near-term profit expectations for PulteGroup; that is downward pressure on the stock. Article Title
• Negative Sentiment: Zacks also trimmed 2027 estimates across several quarters and cut FY2027 (to $11.46 from $13.06) and issued additional downward revisions into 2028 — and continues to carry a “Strong Sell” rating, which may influence other analysts and institutional positioning. Article Title

PulteGroup Stock Up 2.5%

NYSE:PHM opened at $142.42 on Friday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.01 and a current ratio of 1.01. The company has a market capitalization of $27.39 billion, a price-to-earnings ratio of 12.81, a price-to-earnings-growth ratio of 1.63 and a beta of 1.33. PulteGroup, Inc. has a one year low of $88.07 and a one year high of $143.66. The stock has a 50-day simple moving average of $126.37 and a 200 day simple moving average of $126.21.

PulteGroup Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Tuesday, March 17th will be given a $0.26 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $1.04 annualized dividend and a dividend yield of 0.7%. PulteGroup’s dividend payout ratio (DPR) is presently 9.35%.

PulteGroup Company 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.