Q4 Earnings Release: PulteGroup unveiled its fourth-quarter earnings, forecasting 28,500 to 29,000 home closings in 2026 as affordability improves. Social media discussions praised the company's resilience in a shifting housing landscape. CEO Ryan Marshall's upbeat outlook for the spring season drew particular attention.
Mortgage Bond Buyback: Conversations highlighted federal housing insights on a $200 billion mortgage bond repurchase by Fannie and Freddie. Participants viewed this as a boon for homebuilders, enhancing liquidity and potentially cutting home costs. The move was linked to stronger mortgage markets compared to past crises.
Strategic Focus: PulteGroup's sharpened segmentation efforts to safeguard margins sparked interest online. Debates centered on adapting to lower rates and wage growth supporting buyer demand. The narrative underscores a cautiously hopeful stance on housing recovery.
Note: This discussion summary was generated from an AI condensation of post data.
PulteGroup Insider Trading Activity
PulteGroup insiders have traded $PHM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PHM stock by insiders over the last 6 months:
- ROBERT OSHAUGHNESSY (Exec. VP) sold 21,927 shares for an estimated $2,807,248
- BRIEN P. O'MEARA (Vice President & Controller) sold 814 shares for an estimated $104,170
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PulteGroup Revenue
PulteGroup had revenues of $4.6B in Q4 2025. This is a decrease of -6.32% from the same period in the prior year.
You can track PHM financials on Quiver Quantitative's PHM stock page.
PulteGroup Hedge Fund Activity
We have seen 460 institutional investors add shares of PulteGroup stock to their portfolio, and 470 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITADEL ADVISORS LLC removed 2,058,862 shares (-93.4%) from their portfolio in Q3 2025, for an estimated $272,037,436
- FMR LLC added 1,846,759 shares (+29.9%) to their portfolio in Q3 2025, for an estimated $244,012,266
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,795,933 shares (+70.7%) to their portfolio in Q3 2025, for an estimated $237,296,627
- AGF MANAGEMENT LTD added 1,319,512 shares (+inf%) to their portfolio in Q3 2025, for an estimated $174,347,120
- AMERIPRISE FINANCIAL INC removed 973,874 shares (-39.4%) from their portfolio in Q3 2025, for an estimated $128,677,971
- AMERICAN CENTURY COMPANIES INC added 930,287 shares (+120.4%) to their portfolio in Q3 2025, for an estimated $122,918,821
- BRIDGEWATER ASSOCIATES, LP removed 830,280 shares (-80.1%) from their portfolio in Q3 2025, for an estimated $109,704,896
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PulteGroup Analyst Ratings
Wall Street analysts have issued reports on $PHM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/06/2026
- UBS issued a "Buy" rating on 01/06/2026
- B of A Securities issued a "Buy" rating on 10/10/2025
To track analyst ratings and price targets for PulteGroup, check out Quiver Quantitative's $PHM forecast page.
PulteGroup Price Targets
Multiple analysts have issued price targets for $PHM recently. We have seen 9 analysts offer price targets for $PHM in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- Anthony Pettinari from Citigroup set a target price of $136.0 on 02/03/2026
- Michael Rehaut from JP Morgan set a target price of $131.0 on 02/03/2026
- Mike Dahl from RBC Capital set a target price of $115.0 on 01/30/2026
- Tyler Batory from Oppenheimer set a target price of $149.0 on 01/30/2026
- Sam Reid from Wells Fargo set a target price of $150.0 on 01/14/2026
- James McCanless from Citizens set a target price of $145.0 on 01/07/2026
- John Lovallo from UBS set a target price of $159.0 on 01/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
