PulteGroup 配当と自社株買い
配当金 基準チェック /46
PulteGroupは配当を支払う会社で、現在の利回りは0.88%ですが、利益によって十分にカバーされています。次の支払い日は 2nd October, 2026で、権利落ち日は15th September, 2026 。
主要情報
0.9%
配当利回り
6.0%
バイバック利回り
| 総株主利回り | 6.9% |
| 将来の配当利回り | 0.9% |
| 配当成長 | 11.0% |
| 次回配当支払日 | 02 Oct 26 |
| 配当落ち日 | 15 Sep 26 |
| 一株当たり配当金 | n/a |
| 配当性向 | 10% |
最近の配当と自社株買いの更新
Recent updates
ナラティブ更新 • Jul 29
PHM: Inventory Discipline And Buybacks Will Support Future Margin Repricing
The analyst fair value estimate for PulteGroup has shifted to $166 from $159, reflecting updated views on revenue growth, discount rate, and future P/E assumptions in light of mixed but generally higher Street price targets around recent research. Analyst Commentary Recent Street research on PulteGroup shows a mix of views on the stock, with several bullish analysts lifting their price targets and highlighting solid execution in key regions and customer segments.Seeking Alpha • Jul 24
PulteGroup Offers A Stable Home For Real Estate Investors
Summary PulteGroup, Inc. remains a soft Buy despite near-term headwinds, supported by a strong backlog and prudent balance sheet management. PHM's fundamentals have deteriorated recently, but net new orders and backlog are growing, signaling resilience amid industry challenges. Management guides for 2026 closings of 28,500–29,000 homes and $1 billion in operating cash flow, with continued capital returns to shareholders. While PHM trades at a premium to peers, its low net leverage (0.54) and strategic lot control justify a bullish long-term outlook. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 14
PHM: Overextended Share Price Will Face Ongoing Margin And Earnings Pressure
The analyst price target for PulteGroup has been raised, with the model fair value shifting from about $103.70 to $106.96 as analysts factor in updated revenue growth assumptions, a slightly lower discount rate, and recent target increases from firms adjusting views ahead of upcoming earnings. Analyst Commentary Recent research on PulteGroup shows a mixed backdrop, with several firms lifting price targets while others strike a more cautious tone on the homebuilding group as a whole.ナラティブ更新 • Jun 25
PHM: Margin Pressures And Earnings Headwinds Will Limit Future Upside Potential
Analysts have nudged their fair value estimate for PulteGroup slightly lower to about $103.70. They still support higher Street price targets that reflect updated views on revenue growth, margins and longer term P/E assumptions.分析記事 • Jun 17
PulteGroup (PHM) Stock Could Be 35% Undervalued If This Housing Narrative Holds
PulteGroup (PHM) has drawn investor attention after recent share price moves, with the stock up 13.3% over the past month and 6.6% in the past 3 months, outpacing its shorter term returns. See our latest analysis for PulteGroup. Looking beyond the recent move, PulteGroup’s 1-year total shareholder return of 27.38% and 3-year total shareholder return of 70.49% indicate that the latest share price strength around $124.76 continues a broader period of positive momentum. If you want to see what...ナラティブ更新 • Jun 05
PHM: Housing Cycle And Antitrust Pressures Will Constrain Future Upside
Analysts have lifted PulteGroup's average price target by a mid single digit dollar amount, citing modestly higher revenue growth assumptions, a slightly stronger profit margin outlook and a lower discount rate applied to future cash flows. Analyst Commentary Recent research on PulteGroup reflects a mix of optimism and caution, with several price target adjustments and a downgrade signaling that not everyone sees the risk and reward profile the same way.ナラティブ更新 • May 02
PHM: Antitrust Probe And Housing Cycle Pressures Will Weigh On Margins
Analysts have adjusted the PulteGroup fair value estimate from $115.00 to about $104.11, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that are also reflected in recent mixed price target changes across firms such as UBS, Evercore ISI, Wells Fargo, BofA, Truist and Raymond James. Analyst Commentary Recent Street research on PulteGroup shows a split view, with some firms lifting price targets while others cut targets or shifted to a more cautious stance.ナラティブ更新 • Apr 17
PHM: Constrained Supply And Buybacks Will Support Future Margin Repricing
The analyst price target for PulteGroup has been revised from $170 to $159 as analysts incorporate a slightly higher discount rate, modest adjustments to long-term growth and margin assumptions, and a lower future P/E multiple, while still citing supportive industry research and recent rating actions. Analyst Commentary Recent Street research on PulteGroup reflects a mix of cautious valuation resets and ongoing confidence in the company’s earnings power and execution.ナラティブ更新 • Apr 01
PHM: Incentives And Affordability Pressures Will Shape Margins And Earnings Visibility
PulteGroup's updated analyst price target of $115.00, up from $112.40, reflects analysts' view that revenue growth, profit margins, and a lower assumed future P/E multiple now better capture the company's earnings potential highlighted in recent initiations and target hikes across the Street. Analyst Commentary Recent research on PulteGroup shows a mix of optimism on earnings power and caution around housing affordability, margin risk, and broader construction end markets.ナラティブ更新 • Mar 18
PHM: Constrained Supply And Buybacks Will Support Multi Year Profitability Repricing
The analyst price target for PulteGroup is maintained at $170, with small adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These changes reflect analysts' view that the market is still underappreciating the company's multi year profitability potential, even though they expect weaker industry margins and demand in 2026.ナラティブ更新 • Mar 04
PHM: Constrained Supply And Buybacks Will Support Future Profitability Repricing
The analyst price target for PulteGroup has been raised from $160 to $170, with analysts pointing to updated views on the company’s earnings potential, supported by recent initiations and target hikes that highlight perceived mispricing of its profitability over the next few years. Analyst Commentary Recent research on PulteGroup has leaned constructive, with several bullish analysts highlighting what they view as a gap between the current share price and the company’s earnings potential over the next few years.
ナラティブ更新 • Feb 18
PHM: Margins Cash Returns And Antitrust Risks Will Shape Balanced Prospects
Analysts have inched their price targets on PulteGroup higher, reflected in a modest uptick in our fair value estimate to $141.38 as they factor in updated views on homebuilding demand, margin resilience, and the company’s future P/E profile. Analyst Commentary Recent research on PulteGroup points to a split view, with many price targets moving higher while a few firms take a more cautious stance.ナラティブ更新 • Feb 04
PHM: Margins Cash Returns And New Markets Will Guide Balanced Prospects
Analysts have nudged their implied fair value estimate for PulteGroup slightly higher to about $141, after a series of recent price target increases that lean on expectations for healthier revenue trends, firmer profit margins and a lower future P/E assumption, partly offset by a modestly higher discount rate. Analyst Commentary Recent Street research on PulteGroup shows a generally constructive tone, with several firms adjusting price targets and one new initiation, while a couple of voices are more guarded on housing and broader building products exposure.ナラティブ更新 • Jan 21
PHM: Elevated Incentives And Margin Pressure Will Weigh On Future Returns
Analysts have lifted their PulteGroup fair value estimate by about US$10 to roughly US$112, reflecting updated price targets that factor in slower projected revenue growth, some pressure on profit margins, and a higher assumed future P/E multiple supported by recent research highlighting the resilience of its move up and active adult mix in a tougher affordability backdrop. Analyst Commentary Street research on PulteGroup has been active, with several firms revisiting their price targets and assumptions as housing affordability and demand visibility remain key swing factors.ナラティブ更新 • Jan 06
PHM: Constrained Housing Supply And Buybacks Will Support Future Earnings Resilience
Analysts have inched their average PulteGroup price target slightly lower to about $159, a trim of roughly $1, as they factor in a modestly higher discount rate and small tweaks to long term margin and P/E assumptions, while still pointing to constrained housing supply and potential macro improvement as key supports for the homebuilder. Analyst Commentary Bullish analysts trimming their PulteGroup price targets slightly while maintaining positive ratings see the recent move as more of a fine tuning of models than a change in conviction.分析記事 • Jan 01
An Intrinsic Calculation For PulteGroup, Inc. (NYSE:PHM) Suggests It's 24% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, PulteGroup fair value estimate is US$154 PulteGroup is...ナラティブ更新 • Dec 23
PHM: Sector Multiple Expansion And Buybacks Will Support Earnings Resilience
Analysts have nudged their fair value estimate for PulteGroup slightly lower to $160 from $163, reflecting modestly softer long term revenue growth and margin assumptions, even as sector multiple expansion supports a higher $143 Street price target. Analyst Commentary Bullish analysts highlight that the recent lift in the PulteGroup price target to $143 reflects growing confidence that the company can sustain attractive returns even as volume growth moderates.ナラティブ更新 • Dec 08
PHM: Resilient Margins And Sector Multiple Expansion Will Drive Upside
Analysts have nudged their fair value estimate for PulteGroup higher to about $139 from roughly $137, citing sector multiple expansion, resilient margins, and only modest expected volume pressure, despite a slightly higher discount rate and softer revenue growth outlook. Analyst Commentary Recent research updates on PulteGroup reflect a broadly constructive stance, with valuation moving higher as analysts reassess sector dynamics and company specific execution.分析記事 • Dec 05
PulteGroup (NYSE:PHM) Is Increasing Its Dividend To $0.26
PulteGroup, Inc. ( NYSE:PHM ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Sep 27
PulteGroup, Inc. (NYSE:PHM) Shares Could Be 48% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for PulteGroup is US$252 based on 2 Stage Free Cash Flow to Equity Current share...ナラティブ更新 • Sep 19
Active Adult Communities And Sunbelt Migration Will Drive Opportunity
Analysts have raised PulteGroup's price target to $137.38, reflecting strong Q2 results, solid execution of strategy, and sector optimism, despite some near-term demand concerns. Analyst Commentary Bullish analysts have raised price targets in response to PulteGroup's strong Q2 results, which beat both internal forecasts and consensus estimates, reflecting solid operational performance.Seeking Alpha • Apr 24
PulteGroup: Recent Volatility Has Led To A Compelling Price-To-Value Proposition
Summary PulteGroup, a leading U.S. homebuilder, is recognized for its diverse offerings and strong financial position, including a "net cash" status and significant share repurchases. Despite recent market challenges, Pulte's long-term positioning and compelling price-to-value proposition make it an attractive investment, particularly given its above-average margins and scale. Pulte, Lennar, and D.R. Horton have evolved to more defensive business models, securing land through options and generating significant free cash flow without land reinvestment. Fund Management believes these companies can maintain profitability, sustain share repurchases, and improve their cost of capital over time, emulating successful "land light" and "net cash" models. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
PulteGroup: Cheap With High Demand In 2025
Summary PulteGroup, Inc. reported a strong Q4 with a 17.2% revenue increase, driven by higher home closings and average selling prices. Despite margin pressures, PulteGroup's administrative expenses improved significantly, contributing to strong income growth. New orders dipped slightly, but the value of these orders rose 4%, and the backlog remains robust at 10,153 homes valued at $6.5 billion. With a healthy balance sheet, ongoing share buybacks, and stable margins, PulteGroup is poised for continued growth, making PHM stock a strong buy opportunity on any weakness. Read the full article on Seeking AlphaSeeking Alpha • Nov 30
PulteGroup: A Top Homebuilder For 2025
Summary In this article, I revisit the homebuilders to assess which is my top choice to lead the industry in 2025. PulteGroup remains my favorite pick due to its solid fundamentals, diversified portfolio, and attractive total shareholder returns. Its balanced operating model, combining speculative and build-to-order homebuilding, allows the company to adapt to shifting consumer preferences. Despite margin pressures and elevated interest rates, its low debt and strong cash position support long-term growth and shareholder returns. D.R. Horton and Green Brick Partners also stand out in my analysis. The former offers industry-leading scale and a higher dividend while the latter has a favorable valuation and operations in high-growth markets. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
PulteGroup: Margins Are A Concern In A Mixed Q3 (Downgrade)
Summary PulteGroup shares fell 7% after Q3 earnings amid fears of rising mortgage rates despite Fed cuts could reduce housing demand. Q3 EPS beat estimates, but new orders fell 0.5% while increased incentives and higher SG&A expenses pressured margins. Pulte's backlog supports current production, but higher land spending and Florida's weak performance pose risks. Despite challenges, strong cash flow and low debt make Pulte a hold, with a revised price target of $140. Read the full article on Seeking Alpha配当金の支払いについて
決済の安定と成長
配当データの取得
安定した配当: PHMの1株当たり配当金は過去10年間安定しています。
増加する配当: PHMの配当金は過去10年間にわたって増加しています。
配当利回り対市場
| PulteGroup 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (PHM) | 0.9% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.1% |
| 業界平均 (Consumer Durables) | 1.6% |
| アナリスト予想 (PHM) (最長3年) | 0.9% |
注目すべき配当: PHMの配当金 ( 0.88% ) はUS市場の配当金支払者の下位 25% ( 1.36% ) と比べると目立ったものではありません。
高配当: PHMの配当金 ( 0.88% ) はUS市場の配当金支払者の上位 25% ( 4.11% ) と比較すると低いです。
株主への利益配当
収益カバレッジ: PHM の配当性向 (10.1%) は低いため、配当金の支払いは利益によって十分にカバーされます。
株主配当金
キャッシュフローカバレッジ: PHMは 現金配当性向 ( 12.9% ) が低いため、配当金の支払いはキャッシュフローによって完全にカバーされています。
高配当企業の発掘
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 | 2026/09/13 13:49 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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。33
| アナリスト | 機関 |
|---|---|
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |
| Rafe Jadrosich | BofA Global Research |