Core Viewpoint - PulteGroup, Inc. reported a decline in net income for the fourth quarter of 2025, reflecting challenges in the housing market despite a disciplined business approach and significant investments in land acquisition and development [2][3]. Financial Performance - The company reported net income of $502 million, or $2.56 per share, for Q4 2025, down from $913 million, or $4.43 per share, in the same period last year [1][2]. - Home sale revenues for Q4 2025 were $4.5 billion, a decrease of 5% compared to the prior year, driven by a 3% decline in closings to 7,821 homes and a 1% decrease in average sales price to $573,000 [3][4]. - For the full year 2025, PulteGroup delivered 29,572 homes and generated $16.7 billion in home sale revenues, with a net income of $2.2 billion [2]. Cost and Expenses - The reported gross margin for home sales in Q4 2025 was 24.7%, down from 27.5% in the prior year, which included land impairment charges of $35 million [4]. - Selling, general, and administrative (SG&A) expenses for Q4 2025 were $389 million, or 8.7% of home sale revenues, compared to $196 million, or 4.2% of revenues in Q4 2024 [5]. Orders and Backlog - Net new orders for Q4 2025 increased by 4% to 6,428 homes, with a total value of $3.5 billion, remaining comparable to the previous year [6]. - The company's backlog at the end of Q4 2025 totaled 8,495 homes, valued at $5.3 billion [6]. Financial Services - The financial services segment generated pre-tax income of $35 million in Q4 2025, down from $51 million in the same period last year, impacted by lower closing volumes and a decrease in mortgage capture rate to 84% [7]. Shareholder Actions - In Q4 2025, PulteGroup repurchased 2.4 million common shares for $300 million, totaling 10.6 million shares repurchased for the year at a cost of $1.2 billion [8]. Cash Position - The company ended Q4 2025 with $2.0 billion in cash and a debt-to-capital ratio of 11.2% [8].

More consequential for PulteGroup's stock will be any guidance from the builder for the typically busy spring season, which kicks off in late February. ...

Key Takeaways PulteGroup's Q4 revenues and closings likely fell as mortgage rates and affordability constrained demand.Margins of PHM are expected to compress as incentives rise and SG&A leverage weakens year over year.Strong execution history and focus on entry-level homes offer partial downside protection.PulteGroup Inc. (PHM) is scheduled to report its fourth-quarter 2025 results on Jan. 29, before the opening bell.In the last reported quarter, the company’s earnings per share (EPS) and total revenues be ...

Wall Street analysts forecast that PulteGroup (PHM) will report quarterly earnings of $2.78 per share in its upcoming release, pointing to a year-over-year decline of 20.6%. It is anticipated that revenues will amount to $4.31 billion, exhibiting a decrease of 12.4% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timefra ...

The market expects PulteGroup (PHM) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released o ...

PulteGroup (PHM) closed the most recent trading day at $126.81, moving -2.63% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 2.06% for the day. Meanwhile, the Dow experienced a drop of 1.76%, and the technology-dominated Nasdaq saw a decrease of 2.39%. Heading into today, shares of the homebuilder had gained 9.34% over the past month, outpacing the Construction sector's gain of 7.13% and the S&P 500's gain of 1.63%.The investment community will be paying c ...

Group 1 - The increase in the 10-year Treasury yield is leading to higher mortgage rates, negatively impacting home-building related stocks [1] - The iShares U.S. Home Construction ETF experienced a 1.5% decline, marking its largest percentage drop since January 7 [1] - Major home builders such as D.R. Horton reported flat earnings, while Lennar and PulteGroup saw declines of 0.8% and 1.5% respectively [1] Group 2 - Builder stocks had previously benefited from optimism due to a decline in mortgage rates earlier in the month [2] - This decline in mortgage rates was influenced by a statement from President Donald Trump regarding Fannie Mae and Freddie Mac purchasing mortgage-backed securities [2]

Core Viewpoint - BofA analyst Rafe Jadrosich has raised the price target for PulteGroup (PHM) to $145 from $135 while maintaining a Buy rating on the shares, indicating a positive outlook despite anticipated challenges in the homebuilding sector [1] Group 1: Price Target and Rating - The price target for PulteGroup has been increased to $145 from $135 [1] - The firm maintains a Buy rating on PulteGroup shares, suggesting confidence in the company's performance [1] Group 2: Market Conditions and Challenges - Homebuilder stocks have experienced a significant rally year-to-date after underperforming the market in 2025 [1] - The analyst highlights several challenges that may impact the homebuilding sector, including weaker employment and migration trends, ongoing inflation, and a competitive selling environment due to high new and resale inventory [1] - These factors are expected to pressure fundamentals through 2026, leading to a "reset year for homebuilders" [1]

​PulteGroup, Inc. (NYSE:PHM) is one of the Undervalued Cyclical Stocks to Invest In. Wall Street has a positive opinion on PulteGroup, Inc. (NYSE:PHM). Recently, on January 9, Michael Dahl from RBC Capital reiterated a Hold rating on the stock and lowered the price target slightly from $112 to $111. Earlier on January 7, Citizens reiterated a Buy rating on the stock with a $145 price target. ​RBC Capital noted that they remain cautious on the housing sector during early 2026, mainly due to the challengin ...

PulteGroup (PHM) shares ended the last trading session 7.3% higher at $132.2. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 3.5% loss over the past four weeks.PulteGroup stock is expected to have jumped on the back of the recent optimism surrounding housing affordability improvements in the United States. The recent meeting of the U.S. Commerce Secretary Howard Lutnick with executives from major homebuilding comp ...