Systematic Financial Management LP Trims Stake in PulteGroup, Inc. $PHM

Systematic Financial Management LP reduced its holdings in PulteGroup, Inc. (NYSE:PHM) by 5.6% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 111,849 shares of the construction company’s stock after selling 6,693 shares during the quarter. Systematic Financial Management LP owned 0.06% of PulteGroup worth $13,155,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Focus Partners Wealth increased its position in shares of PulteGroup by 20.5% in the first quarter. Focus Partners Wealth now owns 12,517 shares of the construction company’s stock worth $1,287,000 after purchasing an additional 2,128 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in PulteGroup by 197.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,212 shares of the construction company’s stock worth $128,000 after buying an additional 804 shares in the last quarter. Guggenheim Capital LLC grew its stake in PulteGroup by 12.9% in the 2nd quarter. Guggenheim Capital LLC now owns 8,519 shares of the construction company’s stock worth $898,000 after buying an additional 975 shares in the last quarter. Baird Financial Group Inc. grew its stake in PulteGroup by 8.0% in the 2nd quarter. Baird Financial Group Inc. now owns 29,060 shares of the construction company’s stock worth $3,065,000 after buying an additional 2,164 shares in the last quarter. Finally, Cerity Partners LLC increased its holdings in shares of PulteGroup by 17.6% in the 2nd quarter. Cerity Partners LLC now owns 41,677 shares of the construction company’s stock worth $4,395,000 after buying an additional 6,240 shares during the last quarter. Institutional investors own 89.90% of the company’s stock.

PulteGroup News Roundup

Here are the key news stories impacting PulteGroup this week:

• Positive Sentiment: PulteGroup continues to benefit from a solid backlog, growing net new orders, and a conservative balance sheet, which supports visibility into future revenue and cash flow. PulteGroup Offers A Stable Home For Real Estate Investors
• Positive Sentiment: The company’s Q2 earnings beat, ongoing share buybacks, and guidance for about $1 billion in operating cash flow help offset some of the near-term housing market pressure. Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?
• Positive Sentiment: Management is using community growth and tighter spec inventory to support sales, suggesting PHM is actively managing through affordability challenges better than some peers. How PulteGroup Is Balancing Orders, Inventory and Margin Pressure
• Neutral Sentiment: Several recent articles and earnings-call summaries frame the quarter as a balance of growth and pressure, reinforcing a wait-and-see stance rather than a clear re-rating catalyst. PulteGroup Inc (PHM) Q2 2026 Earnings Call Highlights
• Negative Sentiment: Margin pressure, weaker fundamentals, and falling estimates are limiting upside, which helps explain why the stock has not fully rewarded the earnings beat. Is PHM Stock Attractive After Its Q2 Earnings Beat and Margin Slide?
• Negative Sentiment: Recent reporting noted the shares declined despite the earnings beat, reflecting investor concern that the housing cycle remains pressured and that profitability may stay under strain. PulteGroup shares decline despite second-quarter earnings beat

PulteGroup Trading Up 3.4%

PHM stock opened at $128.85 on Friday. The company has a market capitalization of $24.55 billion, a PE ratio of 13.16, a price-to-earnings-growth ratio of 1.58 and a beta of 1.18. PulteGroup, Inc. has a one year low of $108.49 and a one year high of $144.49. The company’s 50 day moving average price is $124.12 and its two-hundred day moving average price is $125.25. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.94 and a current ratio of 0.78.

PulteGroup (NYSE:PHM) last announced its quarterly earnings data on Wednesday, July 22nd. The construction company reported $2.48 earnings per share for the quarter, topping analysts’ consensus estimates of $2.36 by $0.12. PulteGroup had a net margin of 11.62% and a return on equity of 15.21%. The firm had revenue of $3.98 billion during the quarter, compared to analyst estimates of $3.94 billion. During the same period in the previous year, the business posted $3.03 EPS. The business’s quarterly revenue was down 9.6% on a year-over-year basis. As a group, analysts predict that PulteGroup, Inc. will post 10.01 earnings per share for the current fiscal year.

PulteGroup declared that its board has initiated a stock repurchase program on Thursday, April 23rd that authorizes the company to buyback $1.50 billion in outstanding shares. This buyback authorization authorizes the construction company to purchase up to 6.1% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

PulteGroup Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Tuesday, June 16th were given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, June 16th. PulteGroup’s dividend payout ratio (DPR) is presently 10.62%.

Insider Buying and Selling at PulteGroup

In other PulteGroup news, Director Lila Snyder sold 3,339 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $117.18, for a total value of $391,264.02. Following the completion of the sale, the director directly owned 3,540 shares of the company’s stock, valued at $414,817.20. The trade was a 48.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Matthew William Koart sold 7,457 shares of the company’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $120.00, for a total transaction of $894,840.00. Following the sale, the chief operating officer owned 28,100 shares of the company’s stock, valued at approximately $3,372,000. The trade was a 20.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.75% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on PHM shares. Zacks Research upgraded shares of PulteGroup from a “strong sell” rating to a “hold” rating in a research report on Monday, April 13th. Royal Bank Of Canada upped their target price on shares of PulteGroup from $115.00 to $116.00 and gave the stock a “sector perform” rating in a research report on Thursday. The Goldman Sachs Group increased their target price on PulteGroup from $133.00 to $142.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Wells Fargo & Company raised their price target on PulteGroup from $140.00 to $150.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Finally, Weiss Ratings raised PulteGroup from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday. Ten research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, PulteGroup has a consensus rating of “Moderate Buy” and an average target price of $143.14.

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.