Winnow Wealth LLC Takes Position in PulteGroup, Inc. $PHM

Winnow Wealth LLC acquired a new position in shares of PulteGroup, Inc. (NYSE:PHM) in the third quarter, Holdings Channel reports. The institutional investor acquired 7,846 shares of the construction company’s stock, valued at approximately $1,044,000.

A number of other large investors also recently bought and sold shares of the stock. Franklin Resources Inc. lifted its holdings in shares of PulteGroup by 0.8% in the 2nd quarter. Franklin Resources Inc. now owns 12,290,631 shares of the construction company’s stock worth $1,296,170,000 after acquiring an additional 95,058 shares during the last quarter. Norges Bank acquired a new position in PulteGroup during the second quarter worth $404,339,000. First Trust Advisors LP boosted its position in shares of PulteGroup by 27.2% during the second quarter. First Trust Advisors LP now owns 3,199,906 shares of the construction company’s stock worth $337,462,000 after buying an additional 683,728 shares during the period. Invesco Ltd. grew its stake in shares of PulteGroup by 0.9% in the second quarter. Invesco Ltd. now owns 2,634,275 shares of the construction company’s stock valued at $277,811,000 after buying an additional 23,051 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA acquired a new position in PulteGroup during the 3rd quarter worth about $315,883,000. Institutional investors and hedge funds own 89.90% of the company’s stock.

PulteGroup News Roundup

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 Stock Down 1.7%

PulteGroup stock opened at $125.04 on Friday. The stock has a market cap of $24.37 billion, a PE ratio of 11.24, a P/E/G ratio of 1.04 and a beta of 1.33. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.01 and a quick ratio of 0.81. The stock’s fifty day moving average is $124.68 and its two-hundred day moving average is $124.64. PulteGroup, Inc. has a 1-year low of $88.07 and a 1-year high of $142.11.

PulteGroup Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, January 6th. Investors of record on Tuesday, December 16th were paid a dividend of $0.26 per share. The ex-dividend date was Tuesday, December 16th. This is a positive change from PulteGroup’s previous quarterly dividend of $0.22. This represents a $1.04 annualized dividend and a yield of 0.8%. PulteGroup’s dividend payout ratio (DPR) is presently 9.35%.

Analyst Ratings Changes

A number of brokerages have issued reports on PHM. BTIG Research began coverage on shares of PulteGroup in a research note on Monday, December 1st. They set a “neutral” rating on the stock. Bank of America reduced their target price on shares of PulteGroup from $145.00 to $140.00 and set a “buy” rating on the stock in a report on Friday, October 10th. JPMorgan Chase & Co. boosted their price target on shares of PulteGroup from $136.00 to $149.00 and gave the stock an “overweight” rating in a research note on Thursday, December 4th. Oppenheimer reiterated an “outperform” rating and issued a $149.00 price objective (up from $140.00) on shares of PulteGroup in a research note on Friday. Finally, Zacks Research cut PulteGroup from a “hold” rating to a “strong sell” rating in a research note on Monday, January 26th. Nine research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $139.85.

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.