PHM

PULTEGROUP INC/MI/

NYSE · Operative Builders · Inc. MI · CIK 0000822416
$118.40 +0.15% $22.6B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$22.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (57%)
Inst. Holders9 funds
Inst. Value$4.7B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 8S
Insider Net $-$26.4M
SEC Reports3
Exchange NYSE·Sector Operative Builders·Inc. MI·CIK 0000822416·Prev Close $118.22

Recent Activity

Jun 2, 2026 short_volume
Short Volume: PHM — 61.5% short (0.3M / 0.5M)
Short: 311,627 | Exempt: 5 | TRF Vol: 506,898 | Short Ratio: 61.5% | Off-exchange volume (dark pool
May 27, 2026 Insider
Koart Matthew William sold 7,457 shares
Exec. VP & COO @ $120.00 ($894.8K)
May 18, 2026 Insider
Koart Matthew William sold 6,861 shares
Exec. VP & COO @ $111.77 ($766.9K)
May 8, 2026 Insider
Snyder Lila sold 3,339 shares
Director @ $117.18 ($391.3K)
Apr 23, 2026 SEC
PulteGroup reported Q1 2026 earnings with $1.79 EPS and $3.3B in revenue, missing consensus. Despite a 12% revenue decli
8-K — Impact 7/10
Mar 13, 2026 SEC
PulteGroup has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. This is a routine fili
DEFA14A — Impact 3/10
Feb 28, 2026 SEC
Three major institutional investors — Norges Bank, RenTech, and Two Sigma — established new positions in PulteGroup (PHM
INST-CLUSTER — Impact 8/10
Inst.
NORGES BANK — NEW
3,979,641 shares ($466.7M)

Price Targets

$137.50 +16.1% upside Buy
Current $118.40 Low $100.00 Median $143.50 High $162.00 14 analysts
$100.00 $162.00

Analyst Ratings

Hold57% buy · 23 analysts
3Strong Buy
10Buy
8Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 24, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 24, 2026 UBS MAINTAIN Buy → Buy
Apr 24, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 20, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 16, 2026 Truist Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.35 ▼ -0.6% $2.26 — $2.52 -22% YoY 12
Next Q $2.79 $2.55 — $2.97 -6% YoY 12
Current FY $10.02 $9.65 — $10.34 -10% YoY 13
Next FY $11.16 $10.13 — $12.00 11% YoY 13

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$2.7B
FMR LLC$769.3MADD
NORGES BANK$466.7MNEW
MORGAN STANLEY$318.6M
BANK OF AMERICA CORP$220.8M

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026Koart MatthewSELL$894.8K
May 18, 2026Koart MatthewF$766.9K
May 8, 2026Snyder LilaSELL$391.3K
Apr 29, 2026GRISE CHERYLA$0.00
Apr 29, 2026BLAIR BRYCEA$0.00
9 institutional holders with $4.7B total value (40,231,359 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC22,790,231$2.7B56.6%
2FMR LLC6,561,037$769.3M16.3%ADD +29.9%
3NORGES BANK3,979,641$466.7M9.9%NEW
4MORGAN STANLEY2,716,659$318.6M6.8%
5BANK OF AMERICA CORP /DE/1,882,823$220.8M4.7%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,425,092$167.1M3.5%NEW
7WELLS FARGO & COMPANY/MN676,104$79.3M1.7%TRIM -37.1%
8TWO SIGMA INVESTMENTS, LP168,805$19.8M0.4%NEW
9RENAISSANCE TECHNOLOGIES LLC30,967$3.6M0.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW3,979,641$466.7M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW168,805$19.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW30,967$3.6M2025-Q4
FMR LLCADD6,184,5308,031,289+29.9%$1.1B2025-Q3
UBS Group AGADD1,178,2311,490,792+26.5%$197.0M2025-Q3
NORGES BANKEXIT3,834,0500-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT120,9670-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPEXIT22,5320-100.0%$0.002025-Q3
NORGES BANKNEW3,834,050$404.3M2025-Q2
UBS Group AGADD860,8191,178,231+36.9%$124.3M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW120,967$12.8M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW22,532$2.4M2025-Q2
UBS Group AGTRIM1,441,926860,819-40.3%$88.5M2025-Q1
WELLS FARGO & COMPANY/MNTRIM971,746610,993-37.1%$62.8M2025-Q1
NORGES BANKEXIT3,926,1850-100.0%$0.002025-Q1
MUHLENKAMP & CO INCEXIT98,0710-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT28,5620-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED800,2001,983,761+147.9%$216.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,331,662$191.1M2024-Q3
17 unique insiders with 8 transactions. Net insider value: -$26.4M ($0.00 bought, $26.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026Koart Matthew WilliamExec. VP & COOSELL7,457$120.00$894.8K
May 18, 2026Koart Matthew WilliamExec. VP & COOF6,861$111.77$766.9K
May 8, 2026Snyder LilaDirectorSELL3,339$117.18$391.3K
Apr 29, 2026GRISE CHERYL WDirectorA1,507$0.00$0.00
Apr 29, 2026BLAIR BRYCEDirectorA1,507$0.00$0.00
Apr 29, 2026Actis-Grande KristenDirectorA1,507$0.00$0.00
Apr 29, 2026Snyder LilaDirectorA1,507$0.00$0.00
Apr 29, 2026POWERS SCOTT FDirectorA1,507$0.00$0.00
Apr 29, 2026FOLLIARD THOMAS JDirectorA1,507$0.00$0.00
Apr 29, 2026Peshkin John R.DirectorA1,507$0.00$0.00
Apr 29, 2026GANNON KRISTIN F.DirectorA1,507$0.00$0.00
Apr 29, 2026Hawaux Andre JDirectorA1,507$0.00$0.00
Apr 29, 2026Schall BenjaminDirectorA1,507$0.00$0.00
Feb 24, 2026HENRY KEVIN AEVP and Chief People OfficerSELL5,173$141.04$729.6K
Feb 10, 2026GANNON KRISTIN F.DirectorA292$0.00$0.00
Feb 6, 2026Koart Matthew WilliamExec. VP & COOSELL15,309$135.79$2.1M
Feb 6, 2026Sheldon Todd NEVP, Gen Counsel, Corp Sec'ySELL14,220$135.01$1.9M
Feb 6, 2026O'Meara Brien P.Vice President & ControllerSELL4,000$135.51$542.0K
Feb 5, 2026MARSHALL RYANChief Exec Officer, PresidentSELL111,250$133.86$14.9M
Feb 5, 2026MARSHALL RYANChief Exec Officer, PresidentG3,750$0.00$0.00
Feb 5, 2026FOLLIARD THOMAS JDirectorSELL37,000$134.04$5.0M
Feb 4, 2026MARSHALL RYANChief Exec Officer, PresidentA120,818$0.00$0.00
Feb 4, 2026MARSHALL RYANChief Exec Officer, PresidentF53,813$130.87$7.0M
Feb 4, 2026HENRY KEVIN AEVP and Chief People OfficerA9,304$0.00$0.00
Feb 4, 2026HENRY KEVIN AEVP and Chief People OfficerF4,187$130.87$547.9K
Feb 4, 2026OSSOWSKI JAMES LExec VP and CFOA8,112$0.00$0.00
Feb 4, 2026OSSOWSKI JAMES LExec VP and CFOF3,657$130.87$478.6K
Feb 4, 2026Sheldon Todd NEVP, Gen Counsel, Corp Sec'yA15,535$0.00$0.00
Feb 4, 2026Sheldon Todd NEVP, Gen Counsel, Corp Sec'yF6,920$130.87$905.6K
Feb 4, 2026Koart Matthew WilliamExec. VP & COOA28,350$0.00$0.00
Feb 4, 2026Koart Matthew WilliamExec. VP & COOF13,246$130.87$1.7M
Feb 4, 2026OShaughnessy RobertExec. VPA32,795$0.00$0.00
Feb 4, 2026OShaughnessy RobertExec. VPF14,644$130.87$1.9M
Feb 4, 2026O'Meara Brien P.Vice President & ControllerA4,489$0.00$0.00
Feb 4, 2026O'Meara Brien P.Vice President & ControllerF1,966$130.87$257.3K
Feb 2, 2026Sheldon Todd NEVP, Gen Counsel, Corp Sec'yF2,452$125.44$307.6K
Feb 2, 2026MARSHALL RYANChief Exec Officer, PresidentF27,598$125.44$3.5M
Feb 2, 2026HENRY KEVIN AEVP and Chief People OfficerF56$125.44$7.0K
Feb 2, 2026OSSOWSKI JAMES LExec VP and CFOF1,804$125.44$226.3K
Feb 2, 2026O'Meara Brien P.Vice President & ControllerF1,090$125.44$136.7K
Feb 2, 2026OShaughnessy RobertExec. VPF7,210$125.44$904.4K
Feb 2, 2026Koart Matthew WilliamExec. VP & COOF122$125.44$15.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (57% buy). Based on 23 analysts: 3 strong buy, 10 buy, 8 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$137.50 mean target +16.1% upside Buy (2.19)
$100.00 Low $162.00 High
MetricValue
Current Price$118.40
Target Low$100.00
Target Mean$137.50
Target Median$143.50
Target High$162.00
# Analysts14
RecommendationBuy (2.19)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.35 $2.26 $2.52 -22.4% -0.6% 0↑ 12↓ $4.0B -9.6% 12
Next Q
2026-09-30
$2.79 $2.55 $2.97 -5.8% -0.4% 8↑ 4↓ $4.4B 0.8% 12
Current FY
2026-12-31
$10.02 $9.65 $10.34 -9.9% -0.2% 1↑ 11↓ $16.5B -4.9% 13
Next FY
2027-12-31
$11.16 $10.13 $12.00 11.4% -0.2% 2↑ 9↓ $17.2B 4.2% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.351
7d ago$2.351
30d ago$2.365-0.014
60d ago$2.620-0.269
90d ago$2.609-0.258
12 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 24, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 24, 2026 UBS MAINTAIN Buy Buy
Apr 24, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 20, 2026 B of A Securities MAINTAIN Buy Buy
Apr 16, 2026 Truist Securities MAINTAIN Buy Buy
Apr 13, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Apr 8, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 8, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Seaport Global DOWNGRADE Buy Sell
Feb 3, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 3, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 30, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 30, 2026 Oppenheimer REITERATE Outperform Outperform
Jan 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 8, 2026 Citigroup MAINTAIN Neutral Neutral
Jan 7, 2026 Citizens INITIATE Market Outperform
Jan 6, 2026 UBS MAINTAIN Buy Buy
Jan 6, 2026 Wells Fargo MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202631082057%
May 1, 202631082057%
Apr 1, 202631091057%
Mar 1, 20263991055%
Feb 1, 20263991055%
Jan 1, 20264881057%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
short_volume
Short Volume: PHM — 61.5% short (0.3M / 0.5M)
Short: 311,627 | Exempt: 5 | TRF Vol: 506,898 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: PHM — 67.1% short (0.4M / 0.5M)
Short: 361,645 | Exempt: 21 | TRF Vol: 538,943 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: PHM — 62.6% short (0.5M / 0.7M)
Short: 457,780 | Exempt: 818 | TRF Vol: 731,054 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: PHM — 58.4% short (0.5M / 0.9M)
Short: 502,870 | Exempt: 2,602 | TRF Vol: 860,424 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: PHM — 56.9% short (0.3M / 0.5M)
Short: 285,096 | Exempt: 0 | TRF Vol: 500,675 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: PHM — 2.5M shares, 64,679 trades
Week starting 2026-05-11. Total ATS volume: 2,529,319 shares across 64,679 trades.
May 8, 2026
short_interest
FTD: PHM — 8,154 shares ($1.0M) failed to deliver
Settlement: 20260508, Price: $116.82, FTD Value: $952,550.28, PULTEGROUP,INC COMMON STOCK
May 4, 2026
dark_pool
Dark Pool: PHM — 1.7M shares, 53,024 trades
Week starting 2026-05-04. Total ATS volume: 1,740,172 shares across 53,024 trades.
Apr 29, 2026
short_volume
Short Volume: PHM — 66.6% short (0.5M / 0.7M)
Short: 475,817 | Exempt: 3 | TRF Vol: 714,191 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: PHM — 61.4% short (0.3M / 0.5M)
Short: 318,889 | Exempt: 0 | TRF Vol: 519,081 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: PHM — 2.1M shares, 58,626 trades
Week starting 2026-04-27. Total ATS volume: 2,079,579 shares across 58,626 trades.
Apr 24, 2026
short_volume
Short Volume: PHM — 75.2% short (0.5M / 0.6M)
Short: 462,545 | Exempt: 211 | TRF Vol: 615,295 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
earnings_calendar
PHM Q1 2026 Earnings Before Market Open — 2026-04-23
Apr 23, 2026
short_volume
Short Volume: PHM — 72.9% short (0.7M / 0.9M)
Short: 655,081 | Exempt: 0 | TRF Vol: 898,045 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: PHM — 75.0% short (0.9M / 1.2M)
Short: 880,047 | Exempt: 1 | TRF Vol: 1,172,957 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)