View ValuationPulteGroup 将来の成長Future 基準チェック /16PulteGroup利益と収益がそれぞれ年間3%と2.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.2% 6.7%なると予測されています。主要情報3.0%収益成長率6.74%EPS成長率Consumer Durables 収益成長19.7%収益成長率2.8%将来の株主資本利益率15.21%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 21PulteGroup, Inc. to Report Q2, 2026 Results on Jul 22, 2026PulteGroup, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 22, 2026Declared Dividend • May 20First quarter dividend of US$0.26 announcedShareholders will receive a dividend of US$0.26. Ex-date: 16th June 2026 Payment date: 2nd July 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 01PulteGroup, Inc. announces Quarterly dividend, payable on July 02, 2026PulteGroup, Inc. announced Quarterly dividend of USD 0.2600 per share payable on July 02, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.お知らせ • Mar 16PulteGroup, Inc., Annual General Meeting, Apr 29, 2026PulteGroup, Inc., Annual General Meeting, Apr 29, 2026.お知らせ • Feb 23PulteGroup, Inc. to Report Q1, 2026 Results on Apr 23, 2026PulteGroup, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026お知らせ • Feb 09Pultegroup, Inc. Appoints Kristin Gannon as Independent Director and Committee Member, Effective February 10, 2026PulteGroup, Inc. announced the appointment of Kristin Gannon, Managing Director at Eastdil Secured, as a new independent director to its Board, effective February 10, 2026., to serve until the Company’s 2026 annual meeting of shareholders and until her successor is elected and qualified. The Board has determined that Ms. Gannon is independent under the New York Stock Exchange listing standards and the Company’s Corporate Governance Guidelines. In addition, the Board appointed Ms. Gannon to serve on the Audit and the Nominating and Governance Committee of the Board. Ms. Gannon will serve on the Nominating and Governance Committee and the Audit Committee. Ms. Gannon is currently a Managing Director at Eastdil Secured, a global real estate investment bank providing commercial real estate and capital markets expertise, where she serves as global co-head of the firm’s Corporate Advisory and M&A Group. Earlier in her career, Ms. Gannon held senior investment banking roles at Goldman Sachs and Morgan Stanley, where she led real estate coverage and executed complex M&A and capital markets transactions across the industry. Over the course of her career, Ms. Gannon has advised on more than $150 billion in real estate mergers, financings, and strategic transactions. A graduate from the University of California, Berkeley with a BS in Business Administration and an MBA from the MIT Sloan School of Management, Ms. Gannon is a member of the Policy Advisory Board of the Fisher Center at UC Berkeley and the Urban Land Institute.お知らせ • Feb 06PulteGroup, Inc. Declares Quarterly Dividend on Common Shares, Payable on April 2, 2026PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.26 per common share payable April 2, 2026, to shareholders of record at the close of business on March 17, 2026.お知らせ • Dec 04PulteGroup, Inc. to Report Q4, 2025 Results on Jan 29, 2026PulteGroup, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026お知らせ • Nov 20PulteGroup, Inc. Increases Quarterly Cash Dividend, Payable on January 6, 2026PulteGroup, Inc. announced that its Board of Directors has voted to increase the Company’s quarterly dividend by 18% to $0.26 per common share. The increase will be effective with the Company’s next scheduled dividend, which is payable January 6, 2026, to shareholders of record at the close of business on December 16, 2025.お知らせ • Sep 04PulteGroup Announces Quarterly Cash Dividend, Payable on October 2, 2025PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.22 per common share payable October 2, 2025, to shareholders of record at the close of business on September 16, 2025.お知らせ • Aug 26PulteGroup, Inc. to Report Q3, 2025 Results on Oct 21, 2025PulteGroup, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025お知らせ • Aug 21PulteGroup Promotes Scott Bryson to Dallas Division PresidentPulteGroup announced the promotion of Scott Bryson to president of its Dallas division. With nearly 20 years of experience with the Company, Bryson will lead all aspects of the division's homebuilding operations. In 2024, PulteGroup's Dallas division closed approximately 1,600 homes and generated revenue of $700 million. Bryson's promotion further represents the Company's commitment to developing leadership talent within the organization. His extensive experience spans nearly two decades with the Company, including leadership roles in finance and operations. Bryson joined PulteGroup in 2006 and transitioned to the Dallas market in 2008 as Director of Finance, where he has consistently excelled over the past 17 years, stepping into many leadership roles including Central Area VP of Finance before advancing to his most recent role as VP of Operations for the Dallas division. In January 2024 Bryson was selected as one of the participants in PulteGroup's Leadership Academy, an innovative organizational development program designed to prepare high-potential leaders for advancement into senior roles. Bryson’s extensive experience in both finance and operations provides him with the requisite skills needed to drive business performance while maintaining PulteGroup's commitment to quality and customer satisfaction.お知らせ • Aug 12PulteGroup, Inc. Appoints Chase Turner as Utah Division President, Effective June 30, 2025PulteGroup, Inc. announced the appointment of Chase Turner as president of its Utah division. With more than 20 years of homebuilding and land acquisition experience, Turner will lead all strategic and operational activities for the division as PulteGroup continues its successful entry into the Utah market. Turner joins PulteGroup from Century Communities, where he most recently served as Division President for the Utah Division. Since PulteGroup's entrance into Utah in 2023, the Company has launched successful communities including Deep Creek at Jordanelle Ridge, Mountain Vista at Sunset Flats and Salem Foothills. The early success of these communities, along with a strong land pipeline, position the division for continued growth and expansion. Utah's robust population growth has created significant demand for new housing. State officials have recognized the need for increased construction. Turner's leadership experience positions PulteGroup'sUtah division to play a meaningful role in bringing high-quality housing options to meet this growing demand. Turner officially joined PulteGroup on June 30, 2025.お知らせ • Aug 07PulteGroup's Central Texas Division Breaks Ground on Del Webb Lost Pines Community, First 55+ Community in Austin Market After 30+ YearsPulteGroup, Inc. announced that its Central Texas division has broken ground on Del Webb Lost Pines, the company's first 55+ active adult community in the Austin area in over three decades. The ceremony held on July 10th in Bastrop, Texas, signals PulteGroup's strategic expansion into one of the nation's fastest-growing retirement markets. Located within The Colony master-planned community in historic Bastrop, just 30 minutes from Austin, Del Webb Lost Pines will feature over 500 residences across 160 acres upon full buildout. The community is strategically positioned to serve the rapidly expanding 55+ demographic in Texas, which recently topped national rankings as the number one state for retirees. The project launched phase one of construction, featuring over 260 residences, with home sales and a grand opening anticipated in First Quarter 2026. The community will offer three home series, featuring one-story designs with open floor plans, spacious kitchens, and energy-efficient construction, all tailored to today's active- adult homebuyers who prioritize wellness, health, and social connection. Central to the Del Webb Lost Pines experience will be a amenity center expected to open in late 2026. The expansive clubhouse will feature a fitness center, aerobics classes, multi-purpose hobby rooms, golf simulator, and social spaces, while outdoor amenities include a resort-style pool, bocce and pickleball courts, and miles of walking trails throughout the naturally beautiful Texas Hill Country setting adjacent to the Colorado River. A full-time Lifestyle Director will oversee programming and events, ensuring residents have abundant opportunities to connect with neighbors and pursue their interests. Del Webb Lost Pines joins PulteGroup's national portfolio of active- adult communities, reinforcing the company's position as America's leading builder serving the 55+ market. The expansion into the Austin area demonstrates PulteGroup's strategic focus on high-growth markets where demographic trends and economic conditions align with demand for quality active- adult housing.お知らせ • Jul 09PulteGroup, Inc. Announces Retirement of Debra W. Still as Vice Chair of Pulte Financial ServicesPulteGroup, Inc. announced that Debra W. Still, CMB, Vice Chair of Pulte Financial Services, will retire at the end of 2025, concluding an extraordinary 42-year career with the Company. Still's remarkable tenure spans the transformation of both PulteGroup and the entire mortgage industry. Starting as a Branch Manager in 1983, she advanced through the Company and the industry to become one of the most respected leaders in housing finance, serving as President of Pulte Mortgage starting in 2004 and ultimately as CEO of Pulte Financial Services from 2010 to 2023 before transitioning to her current role as Vice Chair. Following her retirement from PulteGroup, Still will continue her board service with Chimera Investment Corporation, where she has served as a director since 2018, and Enact Holdings, Inc., where she joined the board in 2021. She will also maintain her involvement in various housing industry organizations. Eric Hart, who was named President and CEO of Pulte Financial Services in 2023, will continue to lead the organization.お知らせ • Jun 18PulteGroup Promotes Norman Brown to Southern California Division PresidentPulteGroup announced the promotion of Norman Brown to president of its Southern California division. With nearly 23 years of experience with the Company, Brown will lead all aspects of the division’s homebuilding operations. In 2024, PulteGroup’s Southern California division generated homebuilding revenues of approximately $850 million. Brown's promotion represents PulteGroup's commitment to developing leadership talent from within the organization. His extensive experience spans both the Southern California and Arizona markets, providing him with deep expertise in West area operations. Brown joined PulteGroup through the Del Webb merger in 2001 and was selected as one of the participants in PulteGroup's Leadership Academy, a strategic program designed to prepare high-potential leaders for advancement into senior roles.お知らせ • May 28PulteGroup, Inc. to Report Q2, 2025 Results on Jul 22, 2025PulteGroup, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 22, 2025お知らせ • May 01Pultegroup, Inc. Announces Quarterly Cash Dividend, Payable on July 2, 2025PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.22 per common share payable July 2, 2025, to shareholders of record at the close of business on June 17, 2025.お知らせ • Mar 21J. Phillip Holloman Does Not Stand for Re-Election as Member of the Board of Directors of PulteGroup, IncOn March 13, 2025, J. Phillip Holloman, a member of the Board of Directors of PulteGroup, Inc., informed the Board of his decision to not stand for re-election at the end of his current term at the Company’s 2025 annual meeting of shareholders scheduled to be held on April 30, 2025, due to other time commitments. Mr. Holloman’s decision did not result from any disagreement with the Company, its management or the Board on any matter, whether related to the Company’s operations, policies, practices or otherwise. The Board and the Company wish to thank Mr. Holloman for his years of dedicated service on the Board. In connection with Mr. Holloman’s decision to not stand for re-election, effective as of the Annual Meeting, the size of the Board will be reduced from eleven members to ten members.お知らせ • Mar 17PulteGroup, Inc., Annual General Meeting, Apr 30, 2025PulteGroup, Inc., Annual General Meeting, Apr 30, 2025.お知らせ • Mar 03PulteGroup Inc. Introduces Del Webb Explore - The Next Generation of Resort LivingPulteGroup Inc. introduced a new resort lifestyle-inspired brand targeting homebuyers of any generation: Del Webb Explore. Del Webb Explore addresses the demand from Gen X buyers seeking resort-style living. This new offering captures the essence of Del Webb's signature resort experience, which features amenities such as clubhouses, high-end fitness centers, zero-entry lagoon-shaped pools, pickleball courts, walking trails and more, without the limitation of being 55 or older. The first Del Webb Explore communities are planned for Southern California and the Tampa Bay Area, with nationwide expansion already in motion. In its extensive market research, PulteGroup identified an important difference between Del Webb's traditional Booomer buyers compared with today's Gen X consumers. A generation comprising 63 million people, who are 45-60 in 2025, Gen X is a diverse demographic with many seeking luxury, resort-style communities that address their wants and needs. PulteGroup's research showed that 40% of potential Del Webb buyers desired the brand's renowned active lifestyle, but without the limitation of having to be 55 or older. These buyers cited multiple reasons, such as having older children living with them, needing to help care for grandchildren, being younger than a traditional active adult buyer, and simply wanting to live around people of varying ages. Del Webb Explore communities are designed for an important demographic and buyer who is ready to embrace resort-style living on their terms. These communities draw buyers who appreciate luxury amenities, from fitness centers to thoughtfully designed gathering spaces to foster natural connections with neighbors and accommodate vibrant social calendars filled with wine tastings, pickleball tournaments, and more. Del Webb Explore homes include open-concept floor plans optimized for entertaining and everyday living, luxurious finishes, and flexible spaces to accommodate a dynamic lifestyle that includes friends and family of all ages. The homes also include desired features like zero-entry showers, widened hallways, and carefully planned storage. Designs have been fine-tuned based on homeowner feedback, resulting in floorplans that are Life Tested. Del Webb Explore Palm Desert is the first community in Southern California, with sales opened on February 15th, 2025. The community marks the division's return to the desert, where the company has a long and successful history of building resort-style communities. It is being created on 71 acres of land and will have 332 units at build-out. Del Webb Explore North River Ranch will be in the bustling North River Ranch master-planned development between Tampa and Sarasota. Amenities include a lazy river, covered pickleball courts, and a private clubhouse with a poolside bar and grill. Located on 413 acres, the community will feature 901 homes complete with tile roofs, paver drives, and luxurious finishes.お知らせ • Feb 25PulteGroup, Inc. to Report Q1, 2025 Results on Apr 22, 2025PulteGroup, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 22, 2025お知らせ • Feb 21Pultegroup, Inc. Pilots Innovative New Construction ProcessPulteGroup continued to test innovative new technologies with the successful pilot of robotic-assisted construction. The test was conducted in the company's DiVosta community of TerraWalk at Babcock Ranch, America's first solar-powered town, representing the latest advancement in PulteGroup's ongoing efforts to advance homebuilding through technology and innovation. PulteGroup partnered with Australian-based FBR for this demonstration and utilized its Hadrian X®? system, an AI-guided construction robot capable of building structural walls in a single day. The automated system uses an advanced robotic arm to precisely place concrete blocks that are secured using a specialized adhesive which bonds twice as strong as traditional mortar. This build marks one of only 10 homes in the United States constructed using this advanced system, positioning PulteGroup at the forefront of construction innovation. PulteGroup built this home's structural walls using artificial intelligence and robotic technology while maintaining its signature quality. This innovative construction method enhances safety, minimizes waste and accelerates build times. The successful build shows how emerging technologies can streamline construction and points to new possibilities for automated homebuilding nationwide. The robotic construction demonstration showcases the latest addition to PulteGroup's initiatives at Babcock Ranch, where its Innovation Way living laboratory tests and refines emerging technologies and construction methods. Projects range from Ford F-150 Lightning power backup solutions to sustainable building practices, smart home automation and more.お知らせ • Feb 06PulteGroup, Inc. Announces Quarterly Cash Dividend, Payable on April 2, 2025PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.22 per common share payable April 2, 2025, to shareholders of record at the close of business on March 18, 2025.Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. Independent Director Kristen Actis-Grande was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 05PulteGroup, Inc. to Report Q4, 2024 Results on Jan 30, 2025PulteGroup, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025お知らせ • Nov 14PulteGroup, Inc. Increases Quarterly Cash Dividend, Payable on January 3, 2025PulteGroup, Inc. announced that its Board of Directors has voted to increase the Company’s quarterly cash dividend by 10% to $0.22 per common share. The increase will be effective with the Company’s next scheduled dividend, which is payable January 3, 2025, to shareholders of record at the close of business on December 17, 2024.Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$3.38 (vs US$2.92 in 3Q 2023)Third quarter 2024 results: EPS: US$3.38 (up from US$2.92 in 3Q 2023). Revenue: US$4.48b (up 12% from 3Q 2023). Net income: US$697.9m (up 9.6% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Sep 09Second quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 17th September 2024 Payment date: 2nd October 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 13%.お知らせ • Sep 05PulteGroup, Inc. Announces Quarterly Cash Dividend, Payable on October 2, 2024PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.20 per common share payable October 2, 2024, to shareholders of record at the close of business on September 17, 2024.Recent Insider Transactions • Aug 28Executive VP & CFO recently sold €8.6m worth of stockOn the 23rd of August, Robert O’Shaughnessy sold around 71k shares on-market at roughly €120 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €12m.お知らせ • Aug 27PulteGroup, Inc. to Report Q3, 2024 Results on Oct 22, 2024PulteGroup, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024お知らせ • Aug 20PulteGroup, Inc. Announces Executive ChangesPulteGroup, Inc. announced the appointment of Mike Guhl as Senior Vice President and Chief Information Officer (CIO), effective August 19, 2024. He replaces current CIO, Joe Drouin, who is retiring effective October 1, 2024. Mike Guhl joins PulteGroup from HD Supply, where he has served as CIO since 2020. His extensive experience in IT leadership includes key roles at Slalom Consulting and Home Depot. Guhl is also a proud veteran, having served as a Captain in the US Air Force. In his new role, Guhl will be responsible for overseeing all aspects of PulteGroup’s IT strategy and operations, ensuring that technology infrastructure supports business objectives and enhances ability to deliver exceptional service to customers and stakeholders.Recent Insider Transactions • Aug 06Executive VP & CFO recently sold €3.5m worth of stockOn the 1st of August, Robert O’Shaughnessy sold around 29k shares on-market at roughly €120 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$3.86 (vs US$3.23 in 2Q 2023)Second quarter 2024 results: EPS: US$3.86 (up from US$3.23 in 2Q 2023). Revenue: US$4.60b (up 9.8% from 2Q 2023). Net income: US$809.1m (up 13% from 2Q 2023). Profit margin: 18% (in line with 2Q 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 23+ 1 more updatePulteGroup, Inc. Announces CFO ChangesPulteGroup, Inc. announced that Robert T. O’Shaughnessy, Chief Financial Officer, has notified the Company that he intends to retire at the end of 2025. As part of its long-term succession planning process, PulteGroup has named Jim Ossowski, currently PulteGroup’s Senior Vice President, Finance, as successor. O’Shaughnessy, who joined the Company in 2011, will continue to serve as PulteGroup CFO through year end and final certification of the Company’s 2024 financial statements in early February 2025. O’Shaughnessy will then remain with PulteGroup through the end of 2025 as Executive Vice President. In addition to supporting a smooth transition of CFO responsibilities, in 2025 he will continue to oversee the Company’s Financial Services business, strategic partnerships, and its asset management committee. Ossowski, who is 56 years old, has been promoted to Executive Vice President and Chief Financial Officer effective February 2025. At that time, he will report directly to PulteGroup President and Chief Executive Officer Ryan Marshall and have responsibility for PulteGroup’s accounting, tax, audit, risk management and treasury functions. In his current role, Ossowski has responsibility for all finance and accounting activities for PulteGroup’s $16 billion homebuilding operations, including managing the Company’s asset management committee, which reviews and approves all land transactions, and its risk management and financial planning and analysis functions. Over his 22-year career with PulteGroup, Ossowski has served as VP - Finance and Corporate Controller, VP - Finance, Homebuilding Operations, Area VP – Finance and Director of Corporate Audit. Ossowski has a Bachelor of Science degree in Accounting from Oakland University in Michigan. Mr. O’Shaughnessy is expected to continue to serve as the Company’s Chief Financial Officer until February 7, 2025 and is expected to remain at the Company as Executive Vice President until the end of 2025. In connection with the promotion and effective January 1, 2025, Mr. Ossowski’s annual base salary will be $650,000, his annual incentive bonus target will be $1,300,000, and his long-term incentive award opportunity target will be $1,800,000. Mr. Ossowski will also become subject to the PulteGroup, Inc. Amended Executive Severance Policy.Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €114, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €183 per share.お知らせ • Jul 10Pulte Homes Announces First Utah Community in More Than Twenty YearsPulte Homes announced the pre-sale launch of Deep Creek at Jordanelle Ridge, marking its return to the Utah market after nearly two decades. This stunning new community, nestled amidst the breathtaking Uinta mountainside in Heber City, offers the perfect blend of outdoor adventure and convenient living. Deep Creek at Jordanelle Ridge residents will enjoy the tranquility of mountain living while remaining conveniently close to the action. Located just off I-40, the community is a mere 15 minutes from the world-renowned resort town of Park City, with its acclaimed ski slopes, delectable restaurants, and championship golf courses. Outdoor enthusiasts will find themselves at the center of Utah's adventure playground, with easy access to state parks, hiking trails, and all the recreational activities the state has to offer. Salt Lake City International Airport is also conveniently situated approximately 45 minutes away.Upcoming Dividend • Jun 11Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 02 July 2024. Payout ratio is a comfortable 5.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).お知らせ • May 30PulteGroup, Inc. to Report Q2, 2024 Results on Jul 23, 2024PulteGroup, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024Declared Dividend • May 13First quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 18th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 10%.お知らせ • May 08Pultegroup, Inc. Announces Quarterly Cash Dividend, Payable July 2, 2024PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.20 per common share payable July 2, 2024, to shareholders of record at the close of business on June 18, 2024.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$3.13 (vs US$2.35 in 1Q 2023)First quarter 2024 results: EPS: US$3.13 (up from US$2.35 in 1Q 2023). Revenue: US$3.95b (up 10% from 1Q 2023). Net income: US$663.0m (up 25% from 1Q 2023). Profit margin: 17% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 31% per year.お知らせ • Apr 12PulteGroup Appoints Brian Fogarty as President of the Colorado DivisionPulteGroup announced it has named Brian Fogarty as president of the Colorado division. With 20 years of real estate development experience, Fogarty will lead all aspects of the company’s homebuilding operations in the greater Denver area. Fogarty joins PulteGroup after most recently serving as regional president of Century Communities’ Texas Area. In this role, he oversaw the expansion and growth of four major markets – Houston, Dallas/Fort Worth, Austin and San Antonio. Fogarty also has vast experience in land acquisition as he served as corporate senior vice president, land at Century Communities where he led national land acquisition and asset management activities across 18 states and 45 markets. Fogarty holds a Bachelor of Arts degree from the University of California, Berkeley and is a member of Urban Land Institute’s National Suburban Development and Redevelopment Council.お知らせ • Mar 23PulteGroup, Inc., Annual General Meeting, May 06, 2024PulteGroup, Inc., Annual General Meeting, May 06, 2024, at 13:00 Eastern Standard Time. Agenda: To consider Election of eleven nominees for director named in this Proxy Statement; Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for 2024; Say-on-pay: Advisory vote to approve executive compensation; and to discuss other matters.お知らせ • Mar 07Pulte Homes Unveils Latest Addition of Boston-Area ResidencesPulte Homes announced the grand opening of its newest Boston-area community, Rookery Lane at Concord. Ideally located approximately 20 miles northwest of Boston, Rookery Lane atord represents an opportunity for sophisticated contemporary living in a charming setting. Comprising of only six homes - four single-family residences and two townhomes - Rookery Lane at Concord isveloped by conservation areas, farmlands, and scenic hiking trails. Three upscale home designs are offered ranging from 3,216 to over 5,000 square feet. These residences boast ample natural light, versatile rooms for personalization, finished basements, the option for wood-burning fireplaces, and a selection of top-tier finishes. Tailor home with premium features such as Wolf appliances, Subzero refrigerators, butler's pantries, and beyond. Tucked away amidst abundant dining, shopping, and recreational opportunities, Rookery Lane atCon provides convenient access to Concord and Boston via scenic roads and major interstates. Outdoor enthusiasts can explore nearby hiking trails and parks, perfect for enjoying Massachusetts' beautiful weather with family and pets. Prices start at $1,339,995 for attached homes and from $2.1M for single-family homes. Rookery Lane at Concord are located off Rt. 117 adjacent to Pulte's Cold Brook Crossing community where can meet with a Sales Consultant. Interested buyers are encouraged to visit the community to learn more or visit Pulte.com/RookeryLane.Upcoming Dividend • Mar 07Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.2%).お知らせ • Feb 28PulteGroup, Inc. to Report Q1, 2024 Results on Apr 23, 2024PulteGroup, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 23, 2024お知らせ • Feb 22HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others.HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024. Vestra Advisors, LLC is acting as exclusive financial advisor to Builders Digital Experience (BDX) and Morrison & Foerster LLP is acting as BDX’s legal advisor. Gibson, Dunn & Crutcher LLP is acting as Zonda’s legal advisor.HW Holdco, LLC completed the acquisition of Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024.Declared Dividend • Feb 04Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 14th March 2024 Payment date: 2nd April 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 01PulteGroup, Inc. Declares Quarterly Dividend, Payable on April 2, 2024PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.20 per common share payable April 2, 2024, to shareholders of record at the close of business on March 15, 2024.Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$11.83 (vs US$11.07 in FY 2022)Full year 2023 results: EPS: US$11.83 (up from US$11.07 in FY 2022). Revenue: US$16.1b (down 1.0% from FY 2022). Net income: US$2.60b (flat on FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Dec 11Upcoming dividend of US$0.20 per share at 0.8% yieldEligible shareholders must have bought the stock before 18 December 2023. Payment date: 03 January 2024. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.6%).お知らせ • Dec 07PulteGroup, Inc. to Report Q4, 2023 Results on Jan 30, 2024PulteGroup, Inc. announced that they will report Q4, 2023 results Pre-Market on Jan 30, 2024お知らせ • Nov 30PulteGroup, Inc. Announces Return to Salt Lake City, Utah MarketPulteGroup, Inc. has announced plans to reenter the Salt Lake City market. Beginning with two new construction communities under its Pulte Homes brand, the Company will offer single-family homes and townhomes in Jordanelle Ridge, a new master planned community in Heber. Both communities are expected to grand open in early 2024. Pulte's new Deep Creek at Jordanelle Ridge communities will feature 64 single-family homes and 114 townhomes at buildout. The single-family home community will offer eight floorplans ranging from 2,400 to 2,900+ square feet. There will be four three-story attached home designs from 2,300 to 2400+ square feet for buyers to choose from in the townhome community. Jordanelle Ridge is located near I-40, just 15 minutes outside of prestigious Park City, home to world-class ski resorts, restaurants, golf courses, and several state parks. Conveniently situated near Heber and Midway, the Salt Lake City International Airport is less than an hour drive. The community features stunning views of the Jordanelle Reservoir and Wasatch Mountain Range. When complete, residents of the master planned community will enjoy a robust amenity package, including mountain bike and hiking trails, a golf park, ice skating rink, and multiple clubhouses.お知らせ • Nov 17Pultegroup Announces Increase to Quarterly Cash Dividend , Payable on January 3,2024PulteGroup, Inc. announced that its Board of Directors has voted to increase the Company’s quarterly dividend by 25% to $0.20 per common share. The increase will be effective with the Company’s next scheduled dividend, which is payable January 3, 2024, to shareholders of record at the close of business on December 19, 2023.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €79.04, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €90.94 per share.お知らせ • Oct 27PulteGroup, Inc. Promotes Michelle Gregorec to Arizona Division PresidentPulteGroup, Inc. announced the promotion of Michelle Gregorec to president of its Arizona division. With more than two decades of experience with the Company in this market, Michelle will lead all aspects of its homebuilding operations in the greater Phoenix and Tucson areas. Michelle previously held the position of Vice President of Finance for PulteGroup’s Arizona division, afterfirst joining the Company in 1998. She graduated from the W.P. Carey School of Business at Arizona StateUniversity and is a licensed Certified Public Accountant (CPA) in the state of Arizona.Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$2.93 (vs US$2.70 in 3Q 2022)Third quarter 2023 results: EPS: US$2.93 (up from US$2.70 in 3Q 2022). Revenue: US$4.00b (up 1.5% from 3Q 2022). Net income: US$638.8m (up 2.3% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 14PulteGroup, Inc. to Report Q3, 2023 Results on Oct 24, 2023PulteGroup, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 24, 2023お知らせ • Sep 07Pultegroup, Inc. Declares Quarterly Dividend, Payable October 3, 2023PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.16 per common share payable October 3, 2023, to shareholders of record at the close of business on September 18, 2023.Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$3.24 (vs US$2.74 in 2Q 2022)Second quarter 2023 results: EPS: US$3.24 (up from US$2.74 in 2Q 2022). Revenue: US$4.19b (up 6.7% from 2Q 2022). Net income: US$720.3m (up 11% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 25PulteGroup, Inc.(NYSE:PHM) dropped from Russell 1000 Growth IndexPulteGroup, Inc.(NYSE:PHM) dropped from Russell 1000 Growth Indexお知らせ • Jun 15PulteGroup, Inc. to Report Q2, 2023 Results on Jul 25, 2023PulteGroup, Inc. announced that they will report Q2, 2023 results on Jul 25, 2023Upcoming Dividend • Jun 09Upcoming dividend of US$0.16 per share at 0.9% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 05 July 2023. Payout ratio is a comfortable 5.2% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).お知らせ • May 24PulteGroup, Inc. Appoints Kevin A. Henry as New Chief People OfficerPulteGroup Inc. hired Kevin A. Henry as its new chief people officer. Henry will join the company as executive vice president and CPO on June 20, PulteGroup announced. He previously served as CPO at BlueLinx Holdings Inc. Henry will leave BlueLinx Holdings on June 2. Henry has more than 30 years of experience in human resources at major corporations, according to the announcement. In addition to his time at BlueLinx Holdings, Henry's resume includes experience as CPO at Extended Stay America, a hotel operator with more than 700 locations nationwide. He has also worked at companies such as Snyder-Lance Inc., Coca-Cola Bottling Co. Consolidated, and Nationwide Credit Corp. Henry is a graduate of Cornell University, per the announcement. He serves on the board of directors of Saia Inc., a publicly traded logistics and distribution company, and on the board of advisors for the African American Leadership Academy of Charlotte.お知らせ • May 17Pultegroup, Inc. Announces Executive ChangesPulteGroup, Inc. announced that on May 16, 2023, Matthew Koart was appointed Executive Vice President and Chief Operating Officer of the Company, effective May 18, 2023 . The Board of Directors of the Company determined that Mr. Koart was the most qualified candidate for the COO position following an extensive search. Mr. Koart, age 59, will join the Company after having served as Chief Executive Officer of Shapell Industries from 2008 to 2011 and having owned and operated a real estate development business over the last 12 years. Since 2011, Koart has been President of Koart Residential, Inc., a company he founded that was engaged in all facets of residential real estate acquisition, entitlement, development and construction, including supplying entitled and developed lots to the production homebuilding industry. Prior to founding his own company, Koart was CEO of Shapell Industries, a California-based diversified real estate company involved in both residential and commercial construction. From 1996 to 2008, Koart spent 12 years with PulteGroup, advancing through a series of leadership roles serving as a division, region and area president. He earned both a BS and Juris Doctor from the University of Southern California.お知らせ • May 09Pulte Homes Now Selling in Vineyards at Chatham ParkChatham Park announced that Pulte Homes is now selling in Vineyards at Chatham Park. Pulte Homes will build three of its most popular, consumer-inspired single-family home designs with prices starting from the low $500s. These homes range from 2,579-2,986 square feet with 3-5 bedrooms and 2.5-4 bathrooms, with personalization options, including gourmet kitchens, sunrooms, screen lanais, private owner's retreats with sitting rooms, and more. Pulte's new model homes, and sales and design center are open with a sales team onsite and open for sales. Chatham Park is a unique community built upon a foundation of innovation, connectivity, quality design, healthy balance, and stewardship. Those who choose to build with Pulte Homes in Chatham Park will benefit from an array of offerings that align with these goals, including ecoSelect homes, a reclaimed water treatment system, a solar farm, community paths and trails, and more. In addition, Chatham Park offers lifestyle-enhancing amenities, including Penguin Place, which offers several dining options, including Mi Cancun, Root Cellar, and Marco's Pizza, and other essential services, such as eye care, real estate, and financial planning. Residents of Chatham Park also enjoy close proximity to MOSAIC at Chatham Park, a 44-acre live-work-play-learn mixed-use development with shopping, dining, coworking, and entertainment, as well as space for businesses and health care facilities.お知らせ • May 05PulteGroup Announces Quarterly Cash Dividend, Payable on July 5, 2023PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.16 per common share payable July 5, 2023, to shareholders of record at the close of business on June 20, 2023.Recent Insider Transactions • Apr 30Independent Director recently sold €910k worth of stockOn the 28th of April, Brian Anderson sold around 15k shares on-market at roughly €60.66 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$2.36 (vs US$1.84 in 1Q 2022)First quarter 2023 results: EPS: US$2.36 (up from US$1.84 in 1Q 2022). Revenue: US$3.58b (up 12% from 1Q 2022). Net income: US$532.3m (up 18% from 1Q 2022). Profit margin: 15% (in line with 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 10Upcoming dividend of US$0.16 per share at 1.2% yieldEligible shareholders must have bought the stock before 17 March 2023. Payment date: 04 April 2023. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).Recent Insider Transactions • Mar 05Executive VP recently sold €812k worth of stockOn the 2nd of March, Todd Sheldon sold around 16k shares on-market at roughly €50.76 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.Recent Insider Transactions • Feb 16Executive Officer recently sold €1.6m worth of stockOn the 14th of February, John Chadwick sold around 30k shares on-market at roughly €52.76 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.Recent Insider Transactions • Feb 05Insider recently sold €270k worth of stockOn the 2nd of February, Brien O’Meara sold around 5k shares on-market at roughly €54.88 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €929k more than they bought in the last 12 months.お知らせ • Feb 02PulteGroup, Inc. Announces Quarterly Cash Dividend, Payable on April 4, 2023PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.16 per common share payable April 4, 2023, to shareholders of record at the close of business on March 20, 2023.Reported Earnings • Feb 02Full year 2022 earnings released: EPS: US$11.14 (vs US$7.44 in FY 2021)Full year 2022 results: EPS: US$11.14 (up from US$7.44 in FY 2021). Revenue: US$16.2b (up 17% from FY 2021). Net income: US$2.62b (up 36% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10.0% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 15PulteGroup, Inc. to Report Q4, 2022 Results on Jan 31, 2023PulteGroup, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Jan 31, 2023Upcoming Dividend • Dec 06Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 03 January 2023. Payout ratio is a comfortable 6.0% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director James Holloman was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$2.72 (vs US$1.83 in 3Q 2021)Third quarter 2022 results: EPS: US$2.72 (up from US$1.83 in 3Q 2021). Revenue: US$3.94b (up 13% from 3Q 2021). Net income: US$627.9m (up 33% from 3Q 2021). Profit margin: 16% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 14Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$2.76 (vs US$1.91 in 2Q 2021)Second quarter 2022 results: EPS: US$2.76 (up from US$1.91 in 2Q 2021). Revenue: US$3.93b (up 17% from 2Q 2021). Net income: US$652.4m (up 31% from 2Q 2021). Profit margin: 17% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 3.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €34.61, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 25% over the past three years.Upcoming Dividend • Jun 02Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.0%).Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$1.85 (vs US$1.14 in 1Q 2021)First quarter 2022 results: EPS: US$1.85 (up from US$1.14 in 1Q 2021). Revenue: US$3.19b (up 17% from 1Q 2021). Net income: US$454.7m (up 51% from 1Q 2021). Profit margin: 14% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Director James Holloman was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 07Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 05 April 2022. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (2.5%).Recent Insider Transactions • Mar 02Executive VP & COO recently sold €659k worth of stockOn the 28th of February, John Chadwick sold around 15k shares on-market at roughly €43.68 per share. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$7.51 (up from US$5.19 in FY 2020). Revenue: US$13.9b (up 26% from FY 2020). Net income: US$1.95b (up 40% from FY 2020). Profit margin: 14% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 19%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.Upcoming Dividend • Dec 08Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 14 December 2021. Payment date: 04 January 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.1%).Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$1.83 (vs US$1.54 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$3.48b (up 18% from 3Q 2020). Net income: US$471.7m (up 14% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 24% per year.Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. Independent Director James Holloman was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS US$1.92 (vs US$1.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$3.36b (up 30% from 2Q 2020). Net income: US$503.4m (up 46% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.Upcoming Dividend • Jun 03Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 02 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.2%).Recent Insider Transactions • May 04Independent Director recently sold €74k worth of stockOn the 30th of April, Brian Anderson sold around 2k shares on-market at roughly €49.29 per share. In the last 3 months, there was an even bigger sale from another insider worth €326k. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.Reported Earnings • Apr 29First quarter 2021 earnings released: EPS US$1.14 (vs US$0.75 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$2.73b (up 19% from 1Q 2020). Net income: US$301.7m (up 49% from 1Q 2020). Profit margin: 11% (up from 8.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.Is New 90 Day High Low • Mar 12New 90-day high: €41.00The company is up 18% from its price of €34.60 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.51 per share.Recent Insider Transactions • Feb 24Executive VP & COO recently sold €326k worth of stockOn the 19th of February, John Chadwick sold around 9k shares on-market at roughly €38.18 per share. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.業績と収益の成長予測DB:PU7 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202818,4502,419N/AN/A412/31/202717,1542,0381,7231,4331212/31/202616,4571,9062,0431,112123/31/202616,8282,0431,7781,897N/A12/31/202517,3122,2191,7491,871N/A9/30/202517,6232,6301,5521,668N/A6/30/202517,6952,7421,3181,445N/A3/31/202517,8902,9431,4511,575N/A12/31/202417,9473,0831,5621,681N/A9/30/202417,3192,8791,2831,402N/A6/30/202416,8462,8171,3011,403N/A3/31/202416,4352,7261,6331,725N/A12/31/202316,0622,5932,1052,197N/A9/30/202316,8472,7612,7892,881N/A6/30/202316,7382,7491,9222,017N/A3/31/202316,4292,6801,0661,172N/A12/31/202216,0032,601556668N/A9/30/202215,2832,38243152N/A6/30/202214,8672,229571674N/A3/31/202214,3472,0809461,035N/A12/31/202113,7371,9309311,004N/A9/30/202112,7611,7071,0021,066N/A6/30/202112,2371,6481,3551,409N/A3/31/202111,4711,4941,7041,756N/A12/31/202011,0361,3941,7261,784N/A9/30/202010,8611,2931,6981,760N/A6/30/202010,6161,1501,5131,578N/A3/31/202010,5111,0431,0601,122N/A12/31/201910,2131,006N/A1,076N/A9/30/201910,195909N/A1,018N/A6/30/201910,134925N/A1,208N/A3/31/201910,2151,005N/A1,440N/A12/31/201810,1881,011N/A1,448N/A9/30/20189,984852N/A1,426N/A6/30/20189,466742N/A1,034N/A3/31/20188,918523N/A792N/A12/31/20178,578443N/A663N/A9/30/20178,276637N/A627N/A6/30/20178,088589N/A565N/A3/31/20177,866606N/A171N/A12/31/20167,677598N/A68N/A9/30/20167,237553N/A-399N/A6/30/20166,801533N/A-467N/A3/31/20166,281519N/A-375N/A12/31/20155,982491N/A-338N/A9/30/20155,743480N/A-137N/A6/30/20155,831512N/A44N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PU7の予測収益成長率 (年間3% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: PU7の収益 ( 3% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: PU7の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: PU7の収益 ( 2.8% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: PU7の収益 ( 2.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PU7の 自己資本利益率 は、3年後には低くなると予測されています ( 15.2 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 14:49終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PulteGroup, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34 アナリスト機関Stephen KimBarclaysMatthew BouleyBarclaysRafe JadrosichBofA Global Research31 その他のアナリストを表示
お知らせ • May 21PulteGroup, Inc. to Report Q2, 2026 Results on Jul 22, 2026PulteGroup, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 22, 2026
Declared Dividend • May 20First quarter dividend of US$0.26 announcedShareholders will receive a dividend of US$0.26. Ex-date: 16th June 2026 Payment date: 2nd July 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 01PulteGroup, Inc. announces Quarterly dividend, payable on July 02, 2026PulteGroup, Inc. announced Quarterly dividend of USD 0.2600 per share payable on July 02, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.
お知らせ • Mar 16PulteGroup, Inc., Annual General Meeting, Apr 29, 2026PulteGroup, Inc., Annual General Meeting, Apr 29, 2026.
お知らせ • Feb 23PulteGroup, Inc. to Report Q1, 2026 Results on Apr 23, 2026PulteGroup, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026
お知らせ • Feb 09Pultegroup, Inc. Appoints Kristin Gannon as Independent Director and Committee Member, Effective February 10, 2026PulteGroup, Inc. announced the appointment of Kristin Gannon, Managing Director at Eastdil Secured, as a new independent director to its Board, effective February 10, 2026., to serve until the Company’s 2026 annual meeting of shareholders and until her successor is elected and qualified. The Board has determined that Ms. Gannon is independent under the New York Stock Exchange listing standards and the Company’s Corporate Governance Guidelines. In addition, the Board appointed Ms. Gannon to serve on the Audit and the Nominating and Governance Committee of the Board. Ms. Gannon will serve on the Nominating and Governance Committee and the Audit Committee. Ms. Gannon is currently a Managing Director at Eastdil Secured, a global real estate investment bank providing commercial real estate and capital markets expertise, where she serves as global co-head of the firm’s Corporate Advisory and M&A Group. Earlier in her career, Ms. Gannon held senior investment banking roles at Goldman Sachs and Morgan Stanley, where she led real estate coverage and executed complex M&A and capital markets transactions across the industry. Over the course of her career, Ms. Gannon has advised on more than $150 billion in real estate mergers, financings, and strategic transactions. A graduate from the University of California, Berkeley with a BS in Business Administration and an MBA from the MIT Sloan School of Management, Ms. Gannon is a member of the Policy Advisory Board of the Fisher Center at UC Berkeley and the Urban Land Institute.
お知らせ • Feb 06PulteGroup, Inc. Declares Quarterly Dividend on Common Shares, Payable on April 2, 2026PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.26 per common share payable April 2, 2026, to shareholders of record at the close of business on March 17, 2026.
お知らせ • Dec 04PulteGroup, Inc. to Report Q4, 2025 Results on Jan 29, 2026PulteGroup, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026
お知らせ • Nov 20PulteGroup, Inc. Increases Quarterly Cash Dividend, Payable on January 6, 2026PulteGroup, Inc. announced that its Board of Directors has voted to increase the Company’s quarterly dividend by 18% to $0.26 per common share. The increase will be effective with the Company’s next scheduled dividend, which is payable January 6, 2026, to shareholders of record at the close of business on December 16, 2025.
お知らせ • Sep 04PulteGroup Announces Quarterly Cash Dividend, Payable on October 2, 2025PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.22 per common share payable October 2, 2025, to shareholders of record at the close of business on September 16, 2025.
お知らせ • Aug 26PulteGroup, Inc. to Report Q3, 2025 Results on Oct 21, 2025PulteGroup, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025
お知らせ • Aug 21PulteGroup Promotes Scott Bryson to Dallas Division PresidentPulteGroup announced the promotion of Scott Bryson to president of its Dallas division. With nearly 20 years of experience with the Company, Bryson will lead all aspects of the division's homebuilding operations. In 2024, PulteGroup's Dallas division closed approximately 1,600 homes and generated revenue of $700 million. Bryson's promotion further represents the Company's commitment to developing leadership talent within the organization. His extensive experience spans nearly two decades with the Company, including leadership roles in finance and operations. Bryson joined PulteGroup in 2006 and transitioned to the Dallas market in 2008 as Director of Finance, where he has consistently excelled over the past 17 years, stepping into many leadership roles including Central Area VP of Finance before advancing to his most recent role as VP of Operations for the Dallas division. In January 2024 Bryson was selected as one of the participants in PulteGroup's Leadership Academy, an innovative organizational development program designed to prepare high-potential leaders for advancement into senior roles. Bryson’s extensive experience in both finance and operations provides him with the requisite skills needed to drive business performance while maintaining PulteGroup's commitment to quality and customer satisfaction.
お知らせ • Aug 12PulteGroup, Inc. Appoints Chase Turner as Utah Division President, Effective June 30, 2025PulteGroup, Inc. announced the appointment of Chase Turner as president of its Utah division. With more than 20 years of homebuilding and land acquisition experience, Turner will lead all strategic and operational activities for the division as PulteGroup continues its successful entry into the Utah market. Turner joins PulteGroup from Century Communities, where he most recently served as Division President for the Utah Division. Since PulteGroup's entrance into Utah in 2023, the Company has launched successful communities including Deep Creek at Jordanelle Ridge, Mountain Vista at Sunset Flats and Salem Foothills. The early success of these communities, along with a strong land pipeline, position the division for continued growth and expansion. Utah's robust population growth has created significant demand for new housing. State officials have recognized the need for increased construction. Turner's leadership experience positions PulteGroup'sUtah division to play a meaningful role in bringing high-quality housing options to meet this growing demand. Turner officially joined PulteGroup on June 30, 2025.
お知らせ • Aug 07PulteGroup's Central Texas Division Breaks Ground on Del Webb Lost Pines Community, First 55+ Community in Austin Market After 30+ YearsPulteGroup, Inc. announced that its Central Texas division has broken ground on Del Webb Lost Pines, the company's first 55+ active adult community in the Austin area in over three decades. The ceremony held on July 10th in Bastrop, Texas, signals PulteGroup's strategic expansion into one of the nation's fastest-growing retirement markets. Located within The Colony master-planned community in historic Bastrop, just 30 minutes from Austin, Del Webb Lost Pines will feature over 500 residences across 160 acres upon full buildout. The community is strategically positioned to serve the rapidly expanding 55+ demographic in Texas, which recently topped national rankings as the number one state for retirees. The project launched phase one of construction, featuring over 260 residences, with home sales and a grand opening anticipated in First Quarter 2026. The community will offer three home series, featuring one-story designs with open floor plans, spacious kitchens, and energy-efficient construction, all tailored to today's active- adult homebuyers who prioritize wellness, health, and social connection. Central to the Del Webb Lost Pines experience will be a amenity center expected to open in late 2026. The expansive clubhouse will feature a fitness center, aerobics classes, multi-purpose hobby rooms, golf simulator, and social spaces, while outdoor amenities include a resort-style pool, bocce and pickleball courts, and miles of walking trails throughout the naturally beautiful Texas Hill Country setting adjacent to the Colorado River. A full-time Lifestyle Director will oversee programming and events, ensuring residents have abundant opportunities to connect with neighbors and pursue their interests. Del Webb Lost Pines joins PulteGroup's national portfolio of active- adult communities, reinforcing the company's position as America's leading builder serving the 55+ market. The expansion into the Austin area demonstrates PulteGroup's strategic focus on high-growth markets where demographic trends and economic conditions align with demand for quality active- adult housing.
お知らせ • Jul 09PulteGroup, Inc. Announces Retirement of Debra W. Still as Vice Chair of Pulte Financial ServicesPulteGroup, Inc. announced that Debra W. Still, CMB, Vice Chair of Pulte Financial Services, will retire at the end of 2025, concluding an extraordinary 42-year career with the Company. Still's remarkable tenure spans the transformation of both PulteGroup and the entire mortgage industry. Starting as a Branch Manager in 1983, she advanced through the Company and the industry to become one of the most respected leaders in housing finance, serving as President of Pulte Mortgage starting in 2004 and ultimately as CEO of Pulte Financial Services from 2010 to 2023 before transitioning to her current role as Vice Chair. Following her retirement from PulteGroup, Still will continue her board service with Chimera Investment Corporation, where she has served as a director since 2018, and Enact Holdings, Inc., where she joined the board in 2021. She will also maintain her involvement in various housing industry organizations. Eric Hart, who was named President and CEO of Pulte Financial Services in 2023, will continue to lead the organization.
お知らせ • Jun 18PulteGroup Promotes Norman Brown to Southern California Division PresidentPulteGroup announced the promotion of Norman Brown to president of its Southern California division. With nearly 23 years of experience with the Company, Brown will lead all aspects of the division’s homebuilding operations. In 2024, PulteGroup’s Southern California division generated homebuilding revenues of approximately $850 million. Brown's promotion represents PulteGroup's commitment to developing leadership talent from within the organization. His extensive experience spans both the Southern California and Arizona markets, providing him with deep expertise in West area operations. Brown joined PulteGroup through the Del Webb merger in 2001 and was selected as one of the participants in PulteGroup's Leadership Academy, a strategic program designed to prepare high-potential leaders for advancement into senior roles.
お知らせ • May 28PulteGroup, Inc. to Report Q2, 2025 Results on Jul 22, 2025PulteGroup, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 22, 2025
お知らせ • May 01Pultegroup, Inc. Announces Quarterly Cash Dividend, Payable on July 2, 2025PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.22 per common share payable July 2, 2025, to shareholders of record at the close of business on June 17, 2025.
お知らせ • Mar 21J. Phillip Holloman Does Not Stand for Re-Election as Member of the Board of Directors of PulteGroup, IncOn March 13, 2025, J. Phillip Holloman, a member of the Board of Directors of PulteGroup, Inc., informed the Board of his decision to not stand for re-election at the end of his current term at the Company’s 2025 annual meeting of shareholders scheduled to be held on April 30, 2025, due to other time commitments. Mr. Holloman’s decision did not result from any disagreement with the Company, its management or the Board on any matter, whether related to the Company’s operations, policies, practices or otherwise. The Board and the Company wish to thank Mr. Holloman for his years of dedicated service on the Board. In connection with Mr. Holloman’s decision to not stand for re-election, effective as of the Annual Meeting, the size of the Board will be reduced from eleven members to ten members.
お知らせ • Mar 17PulteGroup, Inc., Annual General Meeting, Apr 30, 2025PulteGroup, Inc., Annual General Meeting, Apr 30, 2025.
お知らせ • Mar 03PulteGroup Inc. Introduces Del Webb Explore - The Next Generation of Resort LivingPulteGroup Inc. introduced a new resort lifestyle-inspired brand targeting homebuyers of any generation: Del Webb Explore. Del Webb Explore addresses the demand from Gen X buyers seeking resort-style living. This new offering captures the essence of Del Webb's signature resort experience, which features amenities such as clubhouses, high-end fitness centers, zero-entry lagoon-shaped pools, pickleball courts, walking trails and more, without the limitation of being 55 or older. The first Del Webb Explore communities are planned for Southern California and the Tampa Bay Area, with nationwide expansion already in motion. In its extensive market research, PulteGroup identified an important difference between Del Webb's traditional Booomer buyers compared with today's Gen X consumers. A generation comprising 63 million people, who are 45-60 in 2025, Gen X is a diverse demographic with many seeking luxury, resort-style communities that address their wants and needs. PulteGroup's research showed that 40% of potential Del Webb buyers desired the brand's renowned active lifestyle, but without the limitation of having to be 55 or older. These buyers cited multiple reasons, such as having older children living with them, needing to help care for grandchildren, being younger than a traditional active adult buyer, and simply wanting to live around people of varying ages. Del Webb Explore communities are designed for an important demographic and buyer who is ready to embrace resort-style living on their terms. These communities draw buyers who appreciate luxury amenities, from fitness centers to thoughtfully designed gathering spaces to foster natural connections with neighbors and accommodate vibrant social calendars filled with wine tastings, pickleball tournaments, and more. Del Webb Explore homes include open-concept floor plans optimized for entertaining and everyday living, luxurious finishes, and flexible spaces to accommodate a dynamic lifestyle that includes friends and family of all ages. The homes also include desired features like zero-entry showers, widened hallways, and carefully planned storage. Designs have been fine-tuned based on homeowner feedback, resulting in floorplans that are Life Tested. Del Webb Explore Palm Desert is the first community in Southern California, with sales opened on February 15th, 2025. The community marks the division's return to the desert, where the company has a long and successful history of building resort-style communities. It is being created on 71 acres of land and will have 332 units at build-out. Del Webb Explore North River Ranch will be in the bustling North River Ranch master-planned development between Tampa and Sarasota. Amenities include a lazy river, covered pickleball courts, and a private clubhouse with a poolside bar and grill. Located on 413 acres, the community will feature 901 homes complete with tile roofs, paver drives, and luxurious finishes.
お知らせ • Feb 25PulteGroup, Inc. to Report Q1, 2025 Results on Apr 22, 2025PulteGroup, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 22, 2025
お知らせ • Feb 21Pultegroup, Inc. Pilots Innovative New Construction ProcessPulteGroup continued to test innovative new technologies with the successful pilot of robotic-assisted construction. The test was conducted in the company's DiVosta community of TerraWalk at Babcock Ranch, America's first solar-powered town, representing the latest advancement in PulteGroup's ongoing efforts to advance homebuilding through technology and innovation. PulteGroup partnered with Australian-based FBR for this demonstration and utilized its Hadrian X®? system, an AI-guided construction robot capable of building structural walls in a single day. The automated system uses an advanced robotic arm to precisely place concrete blocks that are secured using a specialized adhesive which bonds twice as strong as traditional mortar. This build marks one of only 10 homes in the United States constructed using this advanced system, positioning PulteGroup at the forefront of construction innovation. PulteGroup built this home's structural walls using artificial intelligence and robotic technology while maintaining its signature quality. This innovative construction method enhances safety, minimizes waste and accelerates build times. The successful build shows how emerging technologies can streamline construction and points to new possibilities for automated homebuilding nationwide. The robotic construction demonstration showcases the latest addition to PulteGroup's initiatives at Babcock Ranch, where its Innovation Way living laboratory tests and refines emerging technologies and construction methods. Projects range from Ford F-150 Lightning power backup solutions to sustainable building practices, smart home automation and more.
お知らせ • Feb 06PulteGroup, Inc. Announces Quarterly Cash Dividend, Payable on April 2, 2025PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.22 per common share payable April 2, 2025, to shareholders of record at the close of business on March 18, 2025.
Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 8 highly experienced directors. Independent Director Kristen Actis-Grande was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 05PulteGroup, Inc. to Report Q4, 2024 Results on Jan 30, 2025PulteGroup, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025
お知らせ • Nov 14PulteGroup, Inc. Increases Quarterly Cash Dividend, Payable on January 3, 2025PulteGroup, Inc. announced that its Board of Directors has voted to increase the Company’s quarterly cash dividend by 10% to $0.22 per common share. The increase will be effective with the Company’s next scheduled dividend, which is payable January 3, 2025, to shareholders of record at the close of business on December 17, 2024.
Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: US$3.38 (vs US$2.92 in 3Q 2023)Third quarter 2024 results: EPS: US$3.38 (up from US$2.92 in 3Q 2023). Revenue: US$4.48b (up 12% from 3Q 2023). Net income: US$697.9m (up 9.6% from 3Q 2023). Profit margin: 16% (in line with 3Q 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Sep 09Second quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 17th September 2024 Payment date: 2nd October 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 13%.
お知らせ • Sep 05PulteGroup, Inc. Announces Quarterly Cash Dividend, Payable on October 2, 2024PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.20 per common share payable October 2, 2024, to shareholders of record at the close of business on September 17, 2024.
Recent Insider Transactions • Aug 28Executive VP & CFO recently sold €8.6m worth of stockOn the 23rd of August, Robert O’Shaughnessy sold around 71k shares on-market at roughly €120 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by €12m.
お知らせ • Aug 27PulteGroup, Inc. to Report Q3, 2024 Results on Oct 22, 2024PulteGroup, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 22, 2024
お知らせ • Aug 20PulteGroup, Inc. Announces Executive ChangesPulteGroup, Inc. announced the appointment of Mike Guhl as Senior Vice President and Chief Information Officer (CIO), effective August 19, 2024. He replaces current CIO, Joe Drouin, who is retiring effective October 1, 2024. Mike Guhl joins PulteGroup from HD Supply, where he has served as CIO since 2020. His extensive experience in IT leadership includes key roles at Slalom Consulting and Home Depot. Guhl is also a proud veteran, having served as a Captain in the US Air Force. In his new role, Guhl will be responsible for overseeing all aspects of PulteGroup’s IT strategy and operations, ensuring that technology infrastructure supports business objectives and enhances ability to deliver exceptional service to customers and stakeholders.
Recent Insider Transactions • Aug 06Executive VP & CFO recently sold €3.5m worth of stockOn the 1st of August, Robert O’Shaughnessy sold around 29k shares on-market at roughly €120 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: US$3.86 (vs US$3.23 in 2Q 2023)Second quarter 2024 results: EPS: US$3.86 (up from US$3.23 in 2Q 2023). Revenue: US$4.60b (up 9.8% from 2Q 2023). Net income: US$809.1m (up 13% from 2Q 2023). Profit margin: 18% (in line with 2Q 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 23+ 1 more updatePulteGroup, Inc. Announces CFO ChangesPulteGroup, Inc. announced that Robert T. O’Shaughnessy, Chief Financial Officer, has notified the Company that he intends to retire at the end of 2025. As part of its long-term succession planning process, PulteGroup has named Jim Ossowski, currently PulteGroup’s Senior Vice President, Finance, as successor. O’Shaughnessy, who joined the Company in 2011, will continue to serve as PulteGroup CFO through year end and final certification of the Company’s 2024 financial statements in early February 2025. O’Shaughnessy will then remain with PulteGroup through the end of 2025 as Executive Vice President. In addition to supporting a smooth transition of CFO responsibilities, in 2025 he will continue to oversee the Company’s Financial Services business, strategic partnerships, and its asset management committee. Ossowski, who is 56 years old, has been promoted to Executive Vice President and Chief Financial Officer effective February 2025. At that time, he will report directly to PulteGroup President and Chief Executive Officer Ryan Marshall and have responsibility for PulteGroup’s accounting, tax, audit, risk management and treasury functions. In his current role, Ossowski has responsibility for all finance and accounting activities for PulteGroup’s $16 billion homebuilding operations, including managing the Company’s asset management committee, which reviews and approves all land transactions, and its risk management and financial planning and analysis functions. Over his 22-year career with PulteGroup, Ossowski has served as VP - Finance and Corporate Controller, VP - Finance, Homebuilding Operations, Area VP – Finance and Director of Corporate Audit. Ossowski has a Bachelor of Science degree in Accounting from Oakland University in Michigan. Mr. O’Shaughnessy is expected to continue to serve as the Company’s Chief Financial Officer until February 7, 2025 and is expected to remain at the Company as Executive Vice President until the end of 2025. In connection with the promotion and effective January 1, 2025, Mr. Ossowski’s annual base salary will be $650,000, his annual incentive bonus target will be $1,300,000, and his long-term incentive award opportunity target will be $1,800,000. Mr. Ossowski will also become subject to the PulteGroup, Inc. Amended Executive Severance Policy.
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €114, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €183 per share.
お知らせ • Jul 10Pulte Homes Announces First Utah Community in More Than Twenty YearsPulte Homes announced the pre-sale launch of Deep Creek at Jordanelle Ridge, marking its return to the Utah market after nearly two decades. This stunning new community, nestled amidst the breathtaking Uinta mountainside in Heber City, offers the perfect blend of outdoor adventure and convenient living. Deep Creek at Jordanelle Ridge residents will enjoy the tranquility of mountain living while remaining conveniently close to the action. Located just off I-40, the community is a mere 15 minutes from the world-renowned resort town of Park City, with its acclaimed ski slopes, delectable restaurants, and championship golf courses. Outdoor enthusiasts will find themselves at the center of Utah's adventure playground, with easy access to state parks, hiking trails, and all the recreational activities the state has to offer. Salt Lake City International Airport is also conveniently situated approximately 45 minutes away.
Upcoming Dividend • Jun 11Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 02 July 2024. Payout ratio is a comfortable 5.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).
お知らせ • May 30PulteGroup, Inc. to Report Q2, 2024 Results on Jul 23, 2024PulteGroup, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 23, 2024
Declared Dividend • May 13First quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 18th June 2024 Payment date: 2nd July 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 10%.
お知らせ • May 08Pultegroup, Inc. Announces Quarterly Cash Dividend, Payable July 2, 2024PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.20 per common share payable July 2, 2024, to shareholders of record at the close of business on June 18, 2024.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$3.13 (vs US$2.35 in 1Q 2023)First quarter 2024 results: EPS: US$3.13 (up from US$2.35 in 1Q 2023). Revenue: US$3.95b (up 10% from 1Q 2023). Net income: US$663.0m (up 25% from 1Q 2023). Profit margin: 17% (up from 15% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Apr 12PulteGroup Appoints Brian Fogarty as President of the Colorado DivisionPulteGroup announced it has named Brian Fogarty as president of the Colorado division. With 20 years of real estate development experience, Fogarty will lead all aspects of the company’s homebuilding operations in the greater Denver area. Fogarty joins PulteGroup after most recently serving as regional president of Century Communities’ Texas Area. In this role, he oversaw the expansion and growth of four major markets – Houston, Dallas/Fort Worth, Austin and San Antonio. Fogarty also has vast experience in land acquisition as he served as corporate senior vice president, land at Century Communities where he led national land acquisition and asset management activities across 18 states and 45 markets. Fogarty holds a Bachelor of Arts degree from the University of California, Berkeley and is a member of Urban Land Institute’s National Suburban Development and Redevelopment Council.
お知らせ • Mar 23PulteGroup, Inc., Annual General Meeting, May 06, 2024PulteGroup, Inc., Annual General Meeting, May 06, 2024, at 13:00 Eastern Standard Time. Agenda: To consider Election of eleven nominees for director named in this Proxy Statement; Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for 2024; Say-on-pay: Advisory vote to approve executive compensation; and to discuss other matters.
お知らせ • Mar 07Pulte Homes Unveils Latest Addition of Boston-Area ResidencesPulte Homes announced the grand opening of its newest Boston-area community, Rookery Lane at Concord. Ideally located approximately 20 miles northwest of Boston, Rookery Lane atord represents an opportunity for sophisticated contemporary living in a charming setting. Comprising of only six homes - four single-family residences and two townhomes - Rookery Lane at Concord isveloped by conservation areas, farmlands, and scenic hiking trails. Three upscale home designs are offered ranging from 3,216 to over 5,000 square feet. These residences boast ample natural light, versatile rooms for personalization, finished basements, the option for wood-burning fireplaces, and a selection of top-tier finishes. Tailor home with premium features such as Wolf appliances, Subzero refrigerators, butler's pantries, and beyond. Tucked away amidst abundant dining, shopping, and recreational opportunities, Rookery Lane atCon provides convenient access to Concord and Boston via scenic roads and major interstates. Outdoor enthusiasts can explore nearby hiking trails and parks, perfect for enjoying Massachusetts' beautiful weather with family and pets. Prices start at $1,339,995 for attached homes and from $2.1M for single-family homes. Rookery Lane at Concord are located off Rt. 117 adjacent to Pulte's Cold Brook Crossing community where can meet with a Sales Consultant. Interested buyers are encouraged to visit the community to learn more or visit Pulte.com/RookeryLane.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.20 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 02 April 2024. Payout ratio is a comfortable 5.8% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.2%).
お知らせ • Feb 28PulteGroup, Inc. to Report Q1, 2024 Results on Apr 23, 2024PulteGroup, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 23, 2024
お知らせ • Feb 22HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others.HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024. Vestra Advisors, LLC is acting as exclusive financial advisor to Builders Digital Experience (BDX) and Morrison & Foerster LLP is acting as BDX’s legal advisor. Gibson, Dunn & Crutcher LLP is acting as Zonda’s legal advisor.HW Holdco, LLC completed the acquisition of Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024.
Declared Dividend • Feb 04Fourth quarter dividend of US$0.20 announcedShareholders will receive a dividend of US$0.20. Ex-date: 14th March 2024 Payment date: 2nd April 2024 Dividend yield will be 0.7%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (8% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 8.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 01PulteGroup, Inc. Declares Quarterly Dividend, Payable on April 2, 2024PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.20 per common share payable April 2, 2024, to shareholders of record at the close of business on March 15, 2024.
Reported Earnings • Jan 31Full year 2023 earnings released: EPS: US$11.83 (vs US$11.07 in FY 2022)Full year 2023 results: EPS: US$11.83 (up from US$11.07 in FY 2022). Revenue: US$16.1b (down 1.0% from FY 2022). Net income: US$2.60b (flat on FY 2022). Profit margin: 16% (in line with FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Dec 11Upcoming dividend of US$0.20 per share at 0.8% yieldEligible shareholders must have bought the stock before 18 December 2023. Payment date: 03 January 2024. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.6%).
お知らせ • Dec 07PulteGroup, Inc. to Report Q4, 2023 Results on Jan 30, 2024PulteGroup, Inc. announced that they will report Q4, 2023 results Pre-Market on Jan 30, 2024
お知らせ • Nov 30PulteGroup, Inc. Announces Return to Salt Lake City, Utah MarketPulteGroup, Inc. has announced plans to reenter the Salt Lake City market. Beginning with two new construction communities under its Pulte Homes brand, the Company will offer single-family homes and townhomes in Jordanelle Ridge, a new master planned community in Heber. Both communities are expected to grand open in early 2024. Pulte's new Deep Creek at Jordanelle Ridge communities will feature 64 single-family homes and 114 townhomes at buildout. The single-family home community will offer eight floorplans ranging from 2,400 to 2,900+ square feet. There will be four three-story attached home designs from 2,300 to 2400+ square feet for buyers to choose from in the townhome community. Jordanelle Ridge is located near I-40, just 15 minutes outside of prestigious Park City, home to world-class ski resorts, restaurants, golf courses, and several state parks. Conveniently situated near Heber and Midway, the Salt Lake City International Airport is less than an hour drive. The community features stunning views of the Jordanelle Reservoir and Wasatch Mountain Range. When complete, residents of the master planned community will enjoy a robust amenity package, including mountain bike and hiking trails, a golf park, ice skating rink, and multiple clubhouses.
お知らせ • Nov 17Pultegroup Announces Increase to Quarterly Cash Dividend , Payable on January 3,2024PulteGroup, Inc. announced that its Board of Directors has voted to increase the Company’s quarterly dividend by 25% to $0.20 per common share. The increase will be effective with the Company’s next scheduled dividend, which is payable January 3, 2024, to shareholders of record at the close of business on December 19, 2023.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €79.04, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €90.94 per share.
お知らせ • Oct 27PulteGroup, Inc. Promotes Michelle Gregorec to Arizona Division PresidentPulteGroup, Inc. announced the promotion of Michelle Gregorec to president of its Arizona division. With more than two decades of experience with the Company in this market, Michelle will lead all aspects of its homebuilding operations in the greater Phoenix and Tucson areas. Michelle previously held the position of Vice President of Finance for PulteGroup’s Arizona division, afterfirst joining the Company in 1998. She graduated from the W.P. Carey School of Business at Arizona StateUniversity and is a licensed Certified Public Accountant (CPA) in the state of Arizona.
Reported Earnings • Oct 25Third quarter 2023 earnings released: EPS: US$2.93 (vs US$2.70 in 3Q 2022)Third quarter 2023 results: EPS: US$2.93 (up from US$2.70 in 3Q 2022). Revenue: US$4.00b (up 1.5% from 3Q 2022). Net income: US$638.8m (up 2.3% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 14PulteGroup, Inc. to Report Q3, 2023 Results on Oct 24, 2023PulteGroup, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 24, 2023
お知らせ • Sep 07Pultegroup, Inc. Declares Quarterly Dividend, Payable October 3, 2023PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.16 per common share payable October 3, 2023, to shareholders of record at the close of business on September 18, 2023.
Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$3.24 (vs US$2.74 in 2Q 2022)Second quarter 2023 results: EPS: US$3.24 (up from US$2.74 in 2Q 2022). Revenue: US$4.19b (up 6.7% from 2Q 2022). Net income: US$720.3m (up 11% from 2Q 2022). Profit margin: 17% (in line with 2Q 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 25PulteGroup, Inc.(NYSE:PHM) dropped from Russell 1000 Growth IndexPulteGroup, Inc.(NYSE:PHM) dropped from Russell 1000 Growth Index
お知らせ • Jun 15PulteGroup, Inc. to Report Q2, 2023 Results on Jul 25, 2023PulteGroup, Inc. announced that they will report Q2, 2023 results on Jul 25, 2023
Upcoming Dividend • Jun 09Upcoming dividend of US$0.16 per share at 0.9% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 05 July 2023. Payout ratio is a comfortable 5.2% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.9%).
お知らせ • May 24PulteGroup, Inc. Appoints Kevin A. Henry as New Chief People OfficerPulteGroup Inc. hired Kevin A. Henry as its new chief people officer. Henry will join the company as executive vice president and CPO on June 20, PulteGroup announced. He previously served as CPO at BlueLinx Holdings Inc. Henry will leave BlueLinx Holdings on June 2. Henry has more than 30 years of experience in human resources at major corporations, according to the announcement. In addition to his time at BlueLinx Holdings, Henry's resume includes experience as CPO at Extended Stay America, a hotel operator with more than 700 locations nationwide. He has also worked at companies such as Snyder-Lance Inc., Coca-Cola Bottling Co. Consolidated, and Nationwide Credit Corp. Henry is a graduate of Cornell University, per the announcement. He serves on the board of directors of Saia Inc., a publicly traded logistics and distribution company, and on the board of advisors for the African American Leadership Academy of Charlotte.
お知らせ • May 17Pultegroup, Inc. Announces Executive ChangesPulteGroup, Inc. announced that on May 16, 2023, Matthew Koart was appointed Executive Vice President and Chief Operating Officer of the Company, effective May 18, 2023 . The Board of Directors of the Company determined that Mr. Koart was the most qualified candidate for the COO position following an extensive search. Mr. Koart, age 59, will join the Company after having served as Chief Executive Officer of Shapell Industries from 2008 to 2011 and having owned and operated a real estate development business over the last 12 years. Since 2011, Koart has been President of Koart Residential, Inc., a company he founded that was engaged in all facets of residential real estate acquisition, entitlement, development and construction, including supplying entitled and developed lots to the production homebuilding industry. Prior to founding his own company, Koart was CEO of Shapell Industries, a California-based diversified real estate company involved in both residential and commercial construction. From 1996 to 2008, Koart spent 12 years with PulteGroup, advancing through a series of leadership roles serving as a division, region and area president. He earned both a BS and Juris Doctor from the University of Southern California.
お知らせ • May 09Pulte Homes Now Selling in Vineyards at Chatham ParkChatham Park announced that Pulte Homes is now selling in Vineyards at Chatham Park. Pulte Homes will build three of its most popular, consumer-inspired single-family home designs with prices starting from the low $500s. These homes range from 2,579-2,986 square feet with 3-5 bedrooms and 2.5-4 bathrooms, with personalization options, including gourmet kitchens, sunrooms, screen lanais, private owner's retreats with sitting rooms, and more. Pulte's new model homes, and sales and design center are open with a sales team onsite and open for sales. Chatham Park is a unique community built upon a foundation of innovation, connectivity, quality design, healthy balance, and stewardship. Those who choose to build with Pulte Homes in Chatham Park will benefit from an array of offerings that align with these goals, including ecoSelect homes, a reclaimed water treatment system, a solar farm, community paths and trails, and more. In addition, Chatham Park offers lifestyle-enhancing amenities, including Penguin Place, which offers several dining options, including Mi Cancun, Root Cellar, and Marco's Pizza, and other essential services, such as eye care, real estate, and financial planning. Residents of Chatham Park also enjoy close proximity to MOSAIC at Chatham Park, a 44-acre live-work-play-learn mixed-use development with shopping, dining, coworking, and entertainment, as well as space for businesses and health care facilities.
お知らせ • May 05PulteGroup Announces Quarterly Cash Dividend, Payable on July 5, 2023PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.16 per common share payable July 5, 2023, to shareholders of record at the close of business on June 20, 2023.
Recent Insider Transactions • Apr 30Independent Director recently sold €910k worth of stockOn the 28th of April, Brian Anderson sold around 15k shares on-market at roughly €60.66 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.
Reported Earnings • Apr 26First quarter 2023 earnings released: EPS: US$2.36 (vs US$1.84 in 1Q 2022)First quarter 2023 results: EPS: US$2.36 (up from US$1.84 in 1Q 2022). Revenue: US$3.58b (up 12% from 1Q 2022). Net income: US$532.3m (up 18% from 1Q 2022). Profit margin: 15% (in line with 1Q 2022). Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 10Upcoming dividend of US$0.16 per share at 1.2% yieldEligible shareholders must have bought the stock before 17 March 2023. Payment date: 04 April 2023. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.0%).
Recent Insider Transactions • Mar 05Executive VP recently sold €812k worth of stockOn the 2nd of March, Todd Sheldon sold around 16k shares on-market at roughly €50.76 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 16Executive Officer recently sold €1.6m worth of stockOn the 14th of February, John Chadwick sold around 30k shares on-market at roughly €52.76 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 05Insider recently sold €270k worth of stockOn the 2nd of February, Brien O’Meara sold around 5k shares on-market at roughly €54.88 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €929k more than they bought in the last 12 months.
お知らせ • Feb 02PulteGroup, Inc. Announces Quarterly Cash Dividend, Payable on April 4, 2023PulteGroup, Inc. announced that its Board of Directors has declared a quarterly dividend of $0.16 per common share payable April 4, 2023, to shareholders of record at the close of business on March 20, 2023.
Reported Earnings • Feb 02Full year 2022 earnings released: EPS: US$11.14 (vs US$7.44 in FY 2021)Full year 2022 results: EPS: US$11.14 (up from US$7.44 in FY 2021). Revenue: US$16.2b (up 17% from FY 2021). Net income: US$2.62b (up 36% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10.0% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 15PulteGroup, Inc. to Report Q4, 2022 Results on Jan 31, 2023PulteGroup, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Jan 31, 2023
Upcoming Dividend • Dec 06Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 13 December 2022. Payment date: 03 January 2023. Payout ratio is a comfortable 6.0% but the company is paying out more than the cash it is generating. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director James Holloman was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$2.72 (vs US$1.83 in 3Q 2021)Third quarter 2022 results: EPS: US$2.72 (up from US$1.83 in 3Q 2021). Revenue: US$3.94b (up 13% from 3Q 2021). Net income: US$627.9m (up 33% from 3Q 2021). Profit margin: 16% (up from 14% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 14Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 21 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.9%).
Reported Earnings • Jul 27Second quarter 2022 earnings released: EPS: US$2.76 (vs US$1.91 in 2Q 2021)Second quarter 2022 results: EPS: US$2.76 (up from US$1.91 in 2Q 2021). Revenue: US$3.93b (up 17% from 2Q 2021). Net income: US$652.4m (up 31% from 2Q 2021). Profit margin: 17% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 3.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €34.61, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 25% over the past three years.
Upcoming Dividend • Jun 02Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 05 July 2022. Payout ratio is a comfortable 7.0% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (3.0%).
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$1.85 (vs US$1.14 in 1Q 2021)First quarter 2022 results: EPS: US$1.85 (up from US$1.14 in 1Q 2021). Revenue: US$3.19b (up 17% from 1Q 2021). Net income: US$454.7m (up 51% from 1Q 2021). Profit margin: 14% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 19%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Director James Holloman was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 14 March 2022. Payment date: 05 April 2022. Payout ratio is a comfortable 7.5% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.5%). Lower than average of industry peers (2.5%).
Recent Insider Transactions • Mar 02Executive VP & COO recently sold €659k worth of stockOn the 28th of February, John Chadwick sold around 15k shares on-market at roughly €43.68 per share. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$7.51 (up from US$5.19 in FY 2020). Revenue: US$13.9b (up 26% from FY 2020). Net income: US$1.95b (up 40% from FY 2020). Profit margin: 14% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 19%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 27% per year.
Upcoming Dividend • Dec 08Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 14 December 2021. Payment date: 04 January 2022. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (2.1%).
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS US$1.83 (vs US$1.54 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: US$3.48b (up 18% from 3Q 2020). Net income: US$471.7m (up 14% from 3Q 2020). Profit margin: 14% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 24% per year.
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. Independent Director James Holloman was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 28Second quarter 2021 earnings released: EPS US$1.92 (vs US$1.29 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$3.36b (up 30% from 2Q 2020). Net income: US$503.4m (up 46% from 2Q 2020). Profit margin: 15% (up from 13% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.
Upcoming Dividend • Jun 03Upcoming dividend of US$0.14 per shareEligible shareholders must have bought the stock before 10 June 2021. Payment date: 02 July 2021. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.2%).
Recent Insider Transactions • May 04Independent Director recently sold €74k worth of stockOn the 30th of April, Brian Anderson sold around 2k shares on-market at roughly €49.29 per share. In the last 3 months, there was an even bigger sale from another insider worth €326k. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months.
Reported Earnings • Apr 29First quarter 2021 earnings released: EPS US$1.14 (vs US$0.75 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$2.73b (up 19% from 1Q 2020). Net income: US$301.7m (up 49% from 1Q 2020). Profit margin: 11% (up from 8.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 23% per year.
Is New 90 Day High Low • Mar 12New 90-day high: €41.00The company is up 18% from its price of €34.60 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.51 per share.
Recent Insider Transactions • Feb 24Executive VP & COO recently sold €326k worth of stockOn the 19th of February, John Chadwick sold around 9k shares on-market at roughly €38.18 per share. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.