お知らせ • Aug 05
Builders FirstSource, Inc. (NYSE:BLDR) acquired Innovative Construction Group, LLC from PulteGroup, Inc. (NYSE:PHM). Builders FirstSource, Inc. (NYSE:BLDR) acquired Innovative Construction Group, LLC from PulteGroup, Inc. (NYSE:PHM) on August 3, 2026.
Builders FirstSource, Inc. (NYSE:BLDR) completed the acquisition of Innovative Construction Group, LLC from PulteGroup, Inc. (NYSE:PHM) on August 3, 2026. Reported Earnings • Jul 22
Second quarter 2026 earnings: EPS exceeds analyst expectations Second quarter 2026 results: EPS: US$2.49 (down from US$3.05 in 2Q 2025). Revenue: US$3.98b (down 9.6% from 2Q 2025). Net income: US$472.0m (down 22% from 2Q 2025). Profit margin: 12% (down from 14% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.3%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. お知らせ • Jun 30
PulteGroup, Inc. Launches New Explore by Del Webb Verona Community PulteGroup, Inc. has acquired approximately 419 acres of land in Pasco County where it will develop the new Explore by Del Webb Verona community. PulteGroup will break ground on the new community later this month, with plans for 843 homesites and home sales beginning in mid-2027. This project will transform the site into a resort-inspired lifestyle destination with luxury homes and amenities in a desirable location along the SR-52 corridor. Explore by Del Webb Verona will be the latest addition to the new and growing Explore by Del Webb brand, which is designed for homebuyers who are seeking world-class amenities and a vibrant lifestyle as they enter a new chapter of life. Explore builds on the Del Webb brand’s decades of experience, creating lifestyle-focused communities for active adults. Nationally, Verona is the fourth community announced under the rapidly growing Explore by Del Webb brand and the second in Florida. Verona follows the successful launch of North River Ranch in Parrish. Explore by Del Webb Verona will offer a wide range of amenities designed to enrich everyday living, including fitness and movement studios, massage rooms, infrared saunas, cold plunges, a lazy river, pickleball courts, a bar and grill, gathering spaces and more. Explore selected the Pasco County site because of the area’s thriving job market and growing reputation as a lifestyle destination. Future residents will enjoy convenient access to I-75 and the Suncoast Expressway, connecting them to downtown Tampa, Tampa International Airport, the Gulf Coast, and countless dining, entertainment, recreation, and exploration opportunities. Explore by Del Webb Verona marks the beginning of Verona’s larger master-planned vision, which is expected to include 2,800 homesites, a school, commercial parcels and preserved conservation areas. ライブニュース • Jun 27
PulteGroup Gains as New Housing Legislation Favors Homebuilders Over Institutional Investors Congress passed a sweeping housing affordability bill that caps institutional investors at ownership of 350 single-family homes and streamlines permitting and environmental reviews to speed up home construction, directly affecting homebuilders such as PulteGroup.
The legislation is expected to reduce competition from large investors for single-family homes and may lower construction-related costs and delays, which could be supportive for PulteGroup’s project pipeline and pricing power with individual buyers.
PulteGroup shares trade at US$137.61, with the stock up 15.6% year to date.
The core takeaway is that policy now tilts more in favor of large public homebuilders like PulteGroup versus institutional landlords. However, the benefit will depend on how quickly agencies implement faster approvals and how strictly the ownership limits are enforced. ライブニュース • Jun 18
PulteGroup Stock Draws Interest as Higher-Income Buyer Focus and Buybacks Boost Outlook PulteGroup reported 3% growth in net new orders in Q1 2026, supported by what management describes as a strong backlog across its 45 markets.
The company is putting more emphasis on higher-income buyers and gradually returning to a build-to-order model, which management expects to support margin recovery and earnings later in 2026.
PulteGroup reduced speculative inventory, increased its community count, and received board approval for an additional US$1.5 billion stock repurchase authorization, while analyst views remain mixed and Zacks currently assigns a Rank #3 (Hold).
The mix of higher-income buyers, reduced speculative inventory, and a tilt back to build-to-order indicates that PulteGroup is prioritizing pricing power and capital discipline rather than simply focusing on volume.
Investors may want to monitor how the order backlog, incentive levels, and buyback activity change alongside mortgage rate trends, since these factors could affect both profitability and capital returns over the rest of 2026. Upcoming Dividend • Jun 09
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 16 June 2026. Payment date: 02 July 2026. Payout ratio is a comfortable 9.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.7%). お知らせ • May 21
PulteGroup, Inc. to Report Q2, 2026 Results on Jul 22, 2026 PulteGroup, Inc. announced that they will report Q2, 2026 results Pre-Market on Jul 22, 2026 Declared Dividend • May 03
First quarter dividend of US$0.26 announced Shareholders will receive a dividend of US$0.26. Ex-date: 16th June 2026 Payment date: 2nd July 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. 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 01
PulteGroup, Inc. announces Quarterly dividend, payable on July 02, 2026 PulteGroup, 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. Reported Earnings • Apr 24
First quarter 2026 earnings: EPS misses analyst expectations First quarter 2026 results: EPS: US$1.81 (down from US$2.59 in 1Q 2025). Revenue: US$3.41b (down 12% from 1Q 2025). Net income: US$347.0m (down 34% from 1Q 2025). Profit margin: 10% (down from 13% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Durables industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Apr 17
Now 22% overvalued Over the last 90 days, the stock has fallen 2.8% to US$127. The fair value is estimated to be US$104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are forecast to decline by 0.6% per annum over the same time period. お知らせ • Mar 16
PulteGroup, Inc., Annual General Meeting, Apr 29, 2026 PulteGroup, Inc., Annual General Meeting, Apr 29, 2026. Upcoming Dividend • Mar 10
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 17 March 2026. Payment date: 02 April 2026. Payout ratio is a comfortable 8.2% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.3%). Lower than average of industry peers (1.7%). お知らせ • Feb 23
PulteGroup, Inc. to Report Q1, 2026 Results on Apr 23, 2026 PulteGroup, Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026 お知らせ • Feb 09
Pultegroup, Inc. Appoints Kristin Gannon as Independent Director and Committee Member, Effective February 10, 2026 PulteGroup, 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. Declared Dividend • Feb 08
Fourth quarter dividend of US$0.26 announced Shareholders will receive a dividend of US$0.26. Ex-date: 17th March 2026 Payment date: 2nd April 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (8% 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 9.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Recent Insider Transactions • Feb 08
President recently sold US$15m worth of stock On the 5th of February, Ryan Marshall sold around 111k shares on-market at roughly US$134 per share. This transaction amounted to 16% 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 Ryan's only on-market trade for the last 12 months. Recent Insider Transactions Derivative • Feb 06
Independent Non-Executive Chairman notifies of intention to sell stock Thomas Folliard intends to sell 37k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of February. If the sale is conducted around the recent share price of US$134, it would amount to US$5.0m. Since March 2025, Thomas has owned 45.23k shares directly. Company insiders have collectively sold US$5.2m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Feb 06
PulteGroup, Inc. Declares Quarterly Dividend on Common Shares, Payable on April 2, 2026 PulteGroup, 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. Reported Earnings • Jan 29
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: US$11.21 (down from US$14.82 in FY 2024). Revenue: US$17.3b (down 3.5% from FY 2024). Net income: US$2.22b (down 28% from FY 2024). Profit margin: 13% (down from 17% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 2.3%. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Consumer Durables industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Dec 10
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.1% to US$123. The fair value is estimated to be US$154, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 9.4%. Revenue is forecast to decline by 1.1% in 2 years. Earnings are forecast to decline by 14% in the next 2 years. Upcoming Dividend • Dec 09
Upcoming dividend of US$0.26 per share Eligible shareholders must have bought the stock before 16 December 2025. Payment date: 06 January 2026. Payout ratio is a comfortable 6.7% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.5%). お知らせ • Dec 04
PulteGroup, Inc. to Report Q4, 2025 Results on Jan 29, 2026 PulteGroup, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026 Declared Dividend • Nov 23
Third quarter dividend increased to US$0.26 Dividend of US$0.26 is 18% higher than last year. Ex-date: 16th December 2025 Payment date: 6th January 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (13% 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 decline by 3.2% over the next 2 years. However, it would need to fall by 93% to increase the payout ratio to a potentially unsustainable range. お知らせ • Nov 20
PulteGroup, Inc. Increases Quarterly Cash Dividend, Payable on January 6, 2026 PulteGroup, 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. Reported Earnings • Oct 21
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: US$2.98 (down from US$3.38 in 3Q 2024). Revenue: US$4.40b (down 1.6% from 3Q 2024). Net income: US$585.8m (down 16% from 3Q 2024). Profit margin: 13% (down from 16% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.1%. Revenue is forecast to stay flat during the next 3 years compared to a 3.7% growth forecast for the Consumer Durables industry in the US. Over the last 3 years on average, earnings per share has increased by 9% 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 08
Second quarter dividend of US$0.22 announced Shareholders will receive a dividend of US$0.22. Ex-date: 16th September 2025 Payment date: 2nd October 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 13%. お知らせ • Sep 04
PulteGroup Announces Quarterly Cash Dividend, Payable on October 2, 2025 PulteGroup, 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 26
PulteGroup, Inc. to Report Q3, 2025 Results on Oct 21, 2025 PulteGroup, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025 お知らせ • Aug 21
PulteGroup Promotes Scott Bryson to Dallas Division President PulteGroup 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. Recent Insider Transactions • Aug 17
Executive Vice President recently sold US$2.8m worth of stock On the 14th of August, Robert O’Shaughnessy sold around 22k shares on-market at roughly US$128 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 US$17m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Aug 15
Executive Vice President notifies of intention to sell stock Robert O’Shaughnessy intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of August. If the sale is conducted around the recent share price of US$128, it would amount to US$2.8m. Since September 2024, Robert's direct individual holding has decreased from 89.32k shares to 86.19k. Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months. お知らせ • Aug 12
PulteGroup, Inc. Appoints Chase Turner as Utah Division President, Effective June 30, 2025 PulteGroup, 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 07
PulteGroup's Central Texas Division Breaks Ground on Del Webb Lost Pines Community, First 55+ Community in Austin Market After 30+ Years PulteGroup, 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. Price Target Changed • Jul 27
Price target increased by 7.8% to US$136 Up from US$126, the current price target is an average from 13 analysts. New target price is 17% above last closing price of US$116. Stock is down 10% over the past year. The company is forecast to post earnings per share of US$11.36 for next year compared to US$14.82 last year. Price Target Changed • Jul 23
Price target increased by 7.8% to US$135 Up from US$125, the current price target is an average from 14 analysts. New target price is 13% above last closing price of US$119. Stock is down 2.7% over the past year. The company is forecast to post earnings per share of US$11.36 for next year compared to US$14.82 last year. Reported Earnings • Jul 23
Second quarter 2025 earnings: EPS exceeds analyst expectations Second quarter 2025 results: EPS: US$3.05 (down from US$3.86 in 2Q 2024). Revenue: US$4.40b (down 4.3% from 2Q 2024). Net income: US$608.5m (down 25% from 2Q 2024). Profit margin: 14% (down from 18% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Consumer Durables industry in the US. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. お知らせ • Jul 09
PulteGroup, Inc. Announces Retirement of Debra W. Still as Vice Chair of Pulte Financial Services PulteGroup, 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 18
PulteGroup Promotes Norman Brown to Southern California Division President PulteGroup 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. Upcoming Dividend • Jun 10
Upcoming dividend of US$0.22 per share Eligible shareholders must have bought the stock before 17 June 2025. Payment date: 02 July 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.8%). お知らせ • May 28
PulteGroup, Inc. to Report Q2, 2025 Results on Jul 22, 2025 PulteGroup, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 22, 2025 Declared Dividend • May 05
First quarter dividend of US$0.22 announced Shareholders will receive a dividend of US$0.22. Ex-date: 17th June 2025 Payment date: 2nd July 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 16% 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 decline by 7.3% over the next 3 years. However, it would need to fall by 93% to increase the payout ratio to a potentially unsustainable range. お知らせ • May 01
Pultegroup, Inc. Announces Quarterly Cash Dividend, Payable on July 2, 2025 PulteGroup, 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. Reported Earnings • Apr 22
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$2.59 (down from US$3.13 in 1Q 2024). Revenue: US$3.89b (down 1.4% from 1Q 2024). Net income: US$522.8m (down 21% from 1Q 2024). Profit margin: 13% (down from 17% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Durables industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth. お知らせ • Mar 21
J. Phillip Holloman Does Not Stand for Re-Election as Member of the Board of Directors of PulteGroup, Inc On 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 17
PulteGroup, Inc., Annual General Meeting, Apr 30, 2025 PulteGroup, Inc., Annual General Meeting, Apr 30, 2025. Upcoming Dividend • Mar 11
Upcoming dividend of US$0.22 per share Eligible shareholders must have bought the stock before 18 March 2025. Payment date: 02 April 2025. Payout ratio is a comfortable 5.5% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.6%). お知らせ • Mar 03
PulteGroup Inc. Introduces Del Webb Explore - The Next Generation of Resort Living PulteGroup 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 25
PulteGroup, Inc. to Report Q1, 2025 Results on Apr 22, 2025 PulteGroup, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 22, 2025 お知らせ • Feb 21
Pultegroup, Inc. Pilots Innovative New Construction Process PulteGroup 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. Recent Insider Transactions • Feb 14
Executive VP recently sold US$1.6m worth of stock On the 13th of February, Todd Sheldon sold around 15k shares on-market at roughly US$107 per share. This transaction amounted to 17% 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 US$18m more than they bought in the last 12 months. Declared Dividend • Feb 09
Fourth quarter dividend of US$0.22 announced Shareholders will receive a dividend of US$0.22. Ex-date: 18th March 2025 Payment date: 2nd April 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 16% 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 decline by 3.0% over the next 3 years. However, it would need to fall by 94% to increase the payout ratio to a potentially unsustainable range. お知らせ • Feb 06
PulteGroup, Inc. Announces Quarterly Cash Dividend, Payable on April 2, 2025 PulteGroup, 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. Reported Earnings • Jan 30
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: US$14.82 (up from US$11.79 in FY 2023). Revenue: US$17.9b (up 12% from FY 2023). Net income: US$3.08b (up 19% from FY 2023). Profit margin: 17% (up from 16% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 8.5%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Durables industry in the US. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Dec 10
Upcoming dividend of US$0.22 per share Eligible shareholders must have bought the stock before 17 December 2024. Payment date: 03 January 2025. Payout ratio is a comfortable 5.9% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (1.3%). お知らせ • Dec 05
PulteGroup, Inc. to Report Q4, 2024 Results on Jan 30, 2025 PulteGroup, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025 Declared Dividend • Nov 18
Third quarter dividend increased to US$0.22 Dividend of US$0.22 is 10.0% higher than last year. Ex-date: 17th December 2024 Payment date: 3rd January 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.6%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 13%. お知らせ • Nov 14
PulteGroup, Inc. Increases Quarterly Cash Dividend, Payable on January 3, 2025 PulteGroup, 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 23
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations 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 exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 7.1%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Consumer Durables industry in the US. 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 40% per year, which means it is tracking significantly ahead of earnings growth. 
