PulteGroup (NYSE:PHM) Faces the Mortgage Rate Spike
PulteGroup (NYSE:PHM) is under renewed scrutiny as rising Treasury yields drive up mortgage rates, posing a challenge for new home demand. The company's outlook is heavily influenced by active adult demand, buyer incentives, its land pipeline, construction costs, and capital allocation. Despite a structural undersupply of homes supporting long-term demand, near-term sales are sensitive to financing conditions, making operational execution and disciplined capital management crucial.
Lennar Plunges 22% YTD: Can the Stock Rebound in the Near Future?
Lennar (LEN) stock has fallen 22.4% year-to-date, underperforming its industry and the S&P 500 due to a challenging housing market marked by high mortgage rates and affordability issues. Despite its asset-light land model, the company faces persistent headwinds leading to declining revenues, profitability, and operating leverage. Analysts have revised EPS estimates downwards, and with a "Strong Sell" rating from Zacks, a rebound is unlikely without significant improvements in market conditions.
Industry leaders unite under Las Vegas coalition to drive housing solutions
Industry leaders in Las Vegas have formed the Southern Nevada Development Coalition (SNDC) to collaboratively address housing and development challenges and advocate for solutions. The coalition, comprising various sectors like construction, real estate, and housing, aims to unify their message and resources to tackle issues such as housing attainability, land availability, and infrastructure. They plan to work with policymakers to increase housing supply and affordability in Southern Nevada.
PulteGroup stock trades at USD 115.73 before October 22 results
PulteGroup's stock is trading at $115.73 on the NYSE as of October 2, 2026, ahead of its third-quarter results release on October 22, 2026. The company reported a Q2 2026 net income of $472 million and diluted EPS of $2.48, beating consensus, though revenue declined year-over-year. Analysts have a largely positive outlook, with an average 12-month target price of $140.80, suggesting a significant upside from the current trading price.
Pulte Homes opens Utah site as PulteGroup stock trades at EUR 102.85 versus EUR 102.85 close
Pulte Homes has opened a new Utah site, Ironwood Flats at Desert Color, featuring 99 single-family homes. Concurrently, PulteGroup stock was trading at EUR 102.85 in weekend trading on October 3, 2026, consistent with its last Xetra close. The next Xetra session is scheduled for October 5, 2026, with PulteGroup primarily listed on the NYSE under PHM.
Meritage Homes Corporation (MTH) Stock Forecasts
Argus has lowered its target price for Meritage Homes Corporation (MTH) to $61.00, while the current stock price is $63.85. The company is a designer and builder of single-family homes. This report is part of a broader set of analyst actions on consumer cyclical stocks, including other homebuilders.
Howard Hughes Communities Names Kate Kaminski Arizona President
Howard Hughes Communities has promoted Kate Kaminski to president of its Arizona region, where she will lead the development and operations of Teravalis, a 37,000-acre master-planned community in Buckeye, Arizona. Kaminski succeeds Charley Freericks in a planned transition, having previously served as COO of the Arizona region, where she significantly contributed to building the team and advancing the commercial strategy for Teravalis. The transition coincides with the opening of Floreo, Teravalis's first residential village, as the community progresses with plans for homes, employment centers, and amenities.
$Opendoor Technologies (OPEN.US)$ 🚨 Breaking: September nonfarm payrolls increased by 29,000, missing the expected gain of 89,000. The US unemployment rate rose from 4.1% to 4.2%. The labor market is starting to collapse.
September nonfarm payrolls increased by 29,000, significantly missing the expected gain of 89,000. This data indicates a weakening U.S. labor market, as the unemployment rate also rose from 4.1% to 4.2%. The article suggests this points to a potential collapse in the labor market.
Morgan Stanley sets USD 128 target for PulteGroup stock
Morgan Stanley has initiated coverage on PulteGroup (PHM) with an Equalweight rating and a price target of USD 128, citing the company's valuation and margin resilience. This comes after PulteGroup reported Q2 2026 earnings per share of USD 2.48, exceeding consensus, and announced a quarterly cash dividend of USD 0.26 per share. The stock was trading at EUR 100.80 on October 1, 2026, and is set to release its Q3 2026 results on October 22, 2026.
U.S. added 90,000 jobs last month, says ADP—including in manufacturing and construction, where trade bosses say six-figure jobs are sitting empty
ADP's latest report indicates the U.S. added 90,000 private sector jobs in September, with significant contributions from manufacturing and construction. Despite this growth, industry leaders like the Home Builders Institute (HBI) warn of a critical shortage of skilled tradespeople, emphasizing that high-paying blue-collar jobs are going unfilled. Economists are monitoring wage growth in these sectors, particularly construction, for potential inflation risks, while also noting the impact of worker sentiment on hiring challenges.
PulteGroup, Inc. (PHM) stock price, news, quote and history
This Yahoo Finance page provides a comprehensive overview of PulteGroup, Inc. (PHM) stock, including its current price, key financial data, historical performance, and analyst ratings. It details the company's operations in residential construction, mortgage banking, title, and insurance, highlighting its various homebuilding brands. The page also presents earnings trends, valuation measures, and a comparison of PHM's returns against the S&P 500.
PulteGroup stock falls as analysts cut targets
PulteGroup's stock fell as analysts revised down their price targets despite the company beating Q2 EPS consensus estimates. While revenue declined year-over-year, net income remained strong, and investors are now focusing on the upcoming Q3 results for further insights into demand and pricing power.
PulteGroup stock after-hours at EUR 105.08: plus 0.32 percent versus prior close
PulteGroup stock saw a slight increase of 0.32 percent after-hours, trading at EUR 105.08 on September 29, 2026. The company has announced its third-quarter results are scheduled for release on October 22, 2026, and a quarterly dividend of USD 0.26 per common share was declared, payable on October 2, 2026.
Pulte Group opens Bridgeland's first active-adult community (PHOTOS)
PulteGroup has opened Del Webb Bridgeland, a new active-adult community in Houston's Bridgeland development. This 190-acre community is specifically designed for homebuyers aged 55 or older. The article includes photos of model homes and the sales center.
PulteGroup, Inc. (PHM) Stock Price, News, Quote & History
This Yahoo Finance page provides a comprehensive overview of PulteGroup, Inc. (PHM) stock, including its current price, recent news articles, and performance data. The stock closed at $118.50, down 0.53%, with several recent articles discussing its performance relative to the broader market and other homebuilders. Performance metrics show PHM's YTD return at +1.71% and a 1-year return of -10.24%, contrasting with the S&P 500's stronger performance over the same periods.
Bear of the Day: M/I Homes (MHO)
M/I Homes (MHO) has been designated as "Bear of the Day" due to a Zacks Rank #5 (Strong Sell) rating, driven by negative earnings revisions and a challenging housing market. The company, a single-family homebuilder, is suffering from rebounding mortgage rates above 7% and high home prices. While 2027 forecasts show potential growth, investors are advised to avoid the homebuilding industry for near-term gains.
Toll Brothers (TOL) Maps Out New Luxury And 55 Plus Communities Across Six States
Toll Brothers (TOL) has announced plans for new luxury and active adult communities across six states, including Colorado, Georgia, North Carolina, Florida, South Carolina, and California. These developments align with the company's focus on higher-priced housing in affluent, supply-constrained areas. Investors should monitor the sales launch and contract conversion rates of these projects in early 2027 to gauge demand in these new markets.
Luxury homebuilder plots 1,800-home community in Cherokee County
Toll Brothers, a major luxury homebuilder, is planning a large residential development in Cherokee County, approximately 40 miles north of Atlanta. The master-planned community will span over 1,300 acres and include 1,800 homes. This project highlights continued expansion in the Greater Atlanta housing market.
PulteGroup stock at USD 119.71 on September 28, 2026
PulteGroup (NYSE: PHM) stock closed at USD 119.71 on September 28, 2026, marking a 0.12% decline from the previous session. The company declared a quarterly dividend of USD 0.26 per common share, payable on October 2, 2026. PulteGroup is scheduled to release its third-quarter 2026 financial results on October 22, 2026, followed by a conference call.
Century Communities (CCS) Expands In The Southeast, Is It Undervalued Or Overvalued?
Century Communities is expanding its presence in the Southeast with new single-family communities, despite a recent share price pullback. While one valuation model suggests the company is 20% undervalued with a fair value of $78, another Discounted Cash Flow model indicates it might be overvalued at its current price of $62.66, estimating fair value at $24.37 per share. Investors are advised to review the data to weigh both potential upsides and downsides.
PulteGroup stock rose 1.41 percent on September 25
PulteGroup stock increased by 1.41% on September 25, 2026, reaching USD 119.85. The company's Q2 2026 revenue was USD 3.98 billion with an EPS of USD 2.48, surpassing consensus estimates. Analysts, including Evercore ISI and Truist, have adjusted price targets but generally maintain a positive outlook, with the next major checkpoint being the Q3 2026 earnings release on October 22, 2026.
US mortgage rates hit 7.03%, pressuring Opendoor and Lennar
US mortgage rates have climbed to 7.03%, the highest level since January of last year, significantly impacting housing-linked companies like Opendoor Technologies, Rocket Companies, and Lennar Corporation. Opendoor's revenue and homes sold have dropped, while Rocket Companies faces lower origination volumes. Lennar is experiencing reduced demand and rising operational costs, leading to a sharp decline in net earnings despite a smaller revenue decrease.
NVR, Inc. (NYSE:NVR) Stock Now Rated "Hold" by Wall Street Analysts
NVR, Inc. (NYSE:NVR) has received an average "Hold" rating from Wall Street analysts, with a mixed sentiment of three buys, three holds, and one sell, and an average 12-month price target of $7,160.00. The company's recent quarterly revenue fell 10.5% year-over-year to $2.34 billion, missing expectations, and earnings declined, leading to Zacks downgrading NVR to a "Strong Sell" and lowering future earnings estimates. Despite these pressures, NVR maintains solid profitability and a strong return on equity, with institutional investors holding a substantial 83.67% of the stock.
Enbridge Puts $15 Million Price Tag On Massive Line 5 Gas Leak
Enbridge has estimated the August gas leak on its Line 5 oil and gas pipeline in northern Wisconsin will cost at least $15.1 million, with emergency response making up the majority of expenses. The leak, caused by a subcontractor's truck, released approximately 1.3 million gallons of natural gas liquids, most of which vaporized. This incident is the largest oil and gas pipeline spill in Wisconsin in over 50 years, drawing criticism from environmental advocates and the Bad River Band of Lake Superior Chippewa, who call for stronger governmental response.
PulteGroup stock closes at USD 122.29, up 2.79 percent at the closing bell
PulteGroup Inc. (NYSE: PHM) saw its stock close at USD 122.29, up 2.79 percent, outperforming the S&P 500's decline. The company announced the opening of a new single-family home community, while the broader market experienced mixed results due to geopolitical uncertainty and oil prices. PulteGroup is scheduled to pay a dividend on October 2, 2026, and release its Q3 2026 earnings on October 22, 2026.
PulteGroup stock trades 18.5 percent below its 52-week high
PulteGroup's stock is currently trading 18.5% below its 52-week high, despite reporting a 9.6% year-over-year revenue decrease in Q2 2026. While revenue fell, the company's EPS exceeded consensus estimates, and net new orders increased by 6.4%. Analysts maintain a "Moderate Buy" consensus with a target price 19.7% above the current share price.
Earnings Beat: KB Home Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
KB Home (NYSE:KBH) recently reported third-quarter results that surpassed analyst expectations for EPS, despite revenues being in line. Following these results, analysts have revised their 2027 forecasts, projecting lower revenues and a significant cut to earnings per share estimates, indicating a more bearish sentiment. Despite the revised forecasts, the consensus price target for KB Home remained steady at US$55.58.
Evercore ISI Adjusts PT on PulteGroup to $154 From $162, Maintains Outperform Rating
Evercore ISI has adjusted its price target for PulteGroup (PHM) to $154 from $162, while reiterating an Outperform rating on the stock. This update reflects a change in analyst outlook for the homebuilder, though the firm continues to recommend it for investment. The article also mentions recent price target adjustments from other firms like Truist and Wells Fargo, and reports on PulteGroup's dividend declaration and operational expansion.
PulteGroup stock heads into the open after a 1.9 percent dip
PulteGroup stock closed down 1.9 percent on September 24, 2026, trading at USD 118.30 on the NYSE. This decline is attributed to rising mortgage rates, which exceeded 7 percent, impacting homebuilders. The S&P 500 experienced a much smaller dip of 0.02 percent on the same day.
PulteGroup stock falls 2.93 percent after quarterly figures
PulteGroup's stock fell 2.93% on September 23, 2026, to USD 118.71, placing it 17.84% below its 52-week high. The company reported adjusted EPS of USD 2.48 for Q2 2026, beating the USD 2.36 consensus, despite a year-over-year revenue decline. PulteGroup announced a quarterly dividend of USD 0.26 per share.
State Street Corp Has $877.35 Million Stake in NVR, Inc. $NVR
State Street Corp increased its stake in NVR, Inc. by 0.9% to 128,768 shares, now valued at approximately $877.35 million, representing a 4.84% ownership. Institutional investors and hedge funds collectively own a significant 83.67% of NVR. Despite mixed analyst ratings, the company's shares opened lower, and its recent quarterly revenue declined by 10.5% year-over-year.
PulteGroup stock heads into the open after a 2.93 percent drop
PulteGroup stock dropped 2.93% on September 23, 2026, closing at USD 118.71, underperforming the S&P 500. The decline was attributed to rising Treasury yields, which also impacted other homebuilder stocks. Investors are awaiting new housing data, including building permits and new home sales, scheduled for release today, September 24, 2026.
KB Home (KBH) Stock Reprices As Margin Pressure Deepens
KB Home's stock fell by almost 3% after its Q3 earnings report revealed a significant squeeze on profitability, with net margins dropping to 4.3%. While the company reported solid revenue and EPS, challenges like a shrinking presold pipeline, reduced housing gross margin guidance, and decreased deliveries highlight deepening margin pressure. Bears point to tougher affordability and execution risks, which are not fully offset by operational improvements like faster build times.
Should Chassis Free Home Debut Require Action From Cavco Industries (CVCO) Investors?
Cavco Industries recently introduced the Grande Arbor, a HUD-code manufactured home built without a permanent steel chassis, aligning with new federal rules for increased flexibility. This innovation aims to address demand for multigenerational housing and improve curb appeal, potentially broadening Cavco's market reach. While analysts project significant revenue and earnings growth for Cavco, its execution on these new designs, alongside managing cost pressures and competition, will be crucial for investor returns.
Do New Community Openings Change The Bull Case For Century Communities (CCS)?
Century Communities (CCS) recently announced several new community openings across multiple states, expanding its footprint, especially in the entry-level housing market. This expansion aims to address affordability and demand pressures, with a notable development being Mirabella near West Houston, which will add over 1,100 homesites. While analysts have mixed views on the impact of these new communities on Century Communities' financial outlook, the company's focus remains on growing its community count and managing existing pressures from elevated mortgage rates and cost inflation.
PulteGroup stock gains 2.79 percent as estimates point lower
PulteGroup Inc. stock saw a 2.79 percent gain, closing at USD 122.29 on September 22, 2026, despite estimates pointing to lower earnings for the upcoming quarter. Analysts forecast a 11.15 percent decline in Q3 EPS to USD 2.63 and a 6.4 percent drop in revenue to USD 4.12 billion year-over-year. The company's valuation remains sensitive to housing demand, with the next earnings report scheduled for October 22, 2026.
Lennar Corporation stock rises as Berkshire buys $212 million stake
Lennar Corporation's stock rose in premarket trading after Berkshire Hathaway disclosed a $212.4 million stake acquisition, signaling confidence in the housing market despite Lennar's recent cautious analyst outlook. The purchases by Berkshire Hathaway occurred across several trading sessions in September, doubling its position in the homebuilder. This investment comes as Lennar reported a decline in third-quarter EPS and revenue, with analysts maintaining cautious ratings due to margin pressures and lower-than-expected guidance.
PulteGroup stock trades at USD 119.05 near its yearly low
PulteGroup Inc. stock opened at USD 119.05 on September 22, 2026, trading near its 52-week low of USD 108.49. The company has a market capitalization of USD 22.32 billion and its stock is currently below both its 50-day and 200-day moving averages. Valuation metrics like the P/E ratio of 12.16 and PEG ratio of 1.46 are provided, with the stock's beta at 1.19.
JELD - JELD-WEN Holding Inc Volatility & Greeks
This article provides a detailed financial overview of JELD-WEN Holding Inc (JELD), including its volatility, key financial metrics, performance indicators, and market data. It highlights the company's recent stock performance, valuation ratios, and institutional and insider ownership percentages. The information is presented in a concise data-driven format for investors.
PulteGroup Inc. stock holds steady as investors look to recent earnings and housing demand
PulteGroup Inc. (PHM) stock is holding steady, driven by investor focus on its recent earnings and the broader housing demand trends. The company's latest quarterly results showed revenue in the billions and net income in the hundreds of millions, demonstrating solid profitability and improved earnings per share despite rising mortgage rates. PulteGroup maintains a robust operating margin and is seen as having growth potential, competing with major builders like Lennar and D.R. Horton.
NVR, Inc. $NVR Shares Sold by Squarepoint Ops LLC
Squarepoint Ops LLC significantly reduced its stake in NVR, Inc. by 95.3% in the second quarter, selling 2,603 shares and retaining 128 shares. Despite NVR's quarterly revenue falling short of estimates, its earnings per share exceeded expectations. The stock carries a consensus "Hold" rating, with institutional investors owning 83.67% of the company.
LGI Homes (LGIH) Stock May Be Undervalued As Guidance Rises Again
LGI Homes (LGIH) has seen a significant share price fall over the past five years, prompting questions about its current valuation despite a recent 17.8% gain year-to-date. Management has raised full-year expectations, citing firmer homebuilding gross margins and higher average selling prices, suggesting the stock might be undervalued given its P/E ratio relative to the broader sector and its growth profile. The article discusses both bull and bear case narratives for LGIH, highlighting the divide in investor sentiment regarding its future prospects.
Pultegroup (PHM) Stock Price, News & Analysis
PulteGroup, Inc. (PHM) is a major U.S. homebuilder operating in over 45 markets with a multi-brand portfolio including Pulte Homes, Centex, and Del Webb. The company's business encompasses homebuilding for various buyer segments and a financial services segment providing mortgage, title, and insurance services. Recent news includes a quarterly cash dividend of $0.26 per share and an upcoming Q3 2026 earnings release, while its stock performance shows a 5.4% decline over the past year.
Is PulteGroup Stock Underperforming the S&P 500?
PulteGroup, Inc. (PHM), one of America's largest homebuilders, has shown underperformance compared to the S&P 500 over the past year and three months due to housing market headwinds and affordability pressures, despite a slight year-to-date gain. The company's Q2 financials saw an 11% year-over-year decline in home-sale revenue, and analysts project further profit declines for the current quarter and fiscal 2026, though with a projected increase in 2027. Despite the challenges, analysts maintain a "Moderate Buy" rating for PulteGroup, with an implied upside of 18.6% from current levels.
Meritage Homes Shares Fall 2.3% in Premarket Trading After Truist Downgrade
Meritage Homes (NYSE:MTH) shares dropped 2.3% in premarket trading after Truist Securities downgraded the homebuilder from Buy to Hold and lowered its price target to $72 from $80. This revision comes amidst broader pressures on homebuilder profitability and concerns over housing affordability due to elevated mortgage rates and increased construction costs. Meritage, which focuses on entry-level housing, has seen its stock fall nearly 13% over the past year and continues to face challenges shared by other major homebuilders.
UMH PROPERTIES, INC. WILL ATTEND AND SHOWCASE TWO HOMES AT
UMH Properties, Inc. will attend the U.S. Department of Housing and Urban Development's annual Innovative Housing Showcase for the sixth consecutive year, presenting two manufactured homes. The showcase will feature a two-story manufactured home by Champion Homes and an off-frame multi-section home by Cavco Industries, highlighting advancements in affordable housing design. This event aims to educate policymakers and the public on the evolution and future of manufactured housing.
National Pension Service Has $8.65 Million Position in NVR, Inc. $NVR
The National Pension Service increased its stake in NVR, Inc. by 34% in the second quarter, bringing its total holdings to 1,270 shares valued at approximately $8.65 million. This move is part of a trend where institutional investors and hedge funds collectively own a significant 83.67% of NVR. Despite a 10.5% year-over-year revenue decline and reduced EPS in its last quarterly report, analysts project a full-year EPS of $367.13, and the stock maintains a consensus "Hold" rating among analysts.
Corient Private Wealth LP Sells 532 Shares of NVR, Inc. $NVR
Corient Private Wealth LP has reduced its stake in NVR, Inc. (NYSE:NVR) by 5.8% in the second quarter, selling 532 shares and retaining 8,592 shares valued at approximately $58.5 million. NVR's shares opened below their 50-day and 200-day moving averages, and the company reported a 10.5% year-over-year revenue decline in its latest quarter. Analyst sentiment is mixed, with an overall "Hold" consensus and an average price target of $7,224.20.
D.R. Horton to report Q4FY26 results on October 29
D.R. Horton, Inc. (NYSE: DHI) is scheduled to release its financial results for the fourth quarter and full fiscal year ended September 30, 2026, on October 29, 2026, before the market opens. The company will host a conference call at 8:30 a.m. ET on the same day to discuss the results. D.R. Horton continues to be the largest homebuilder in the U.S. by volume, having closed 84,655 homes and delivered over 5,000 rental units in the twelve months ended June 30, 2026.
Is It Worth Considering Meritage Homes Corporation (NYSE:MTH) For Its Upcoming Dividend?
Meritage Homes Corporation (NYSE:MTH) is set to trade ex-dividend soon, offering a US$0.48 per share dividend, totaling US$1.92 annually for a 3.1% yield. The company's dividend appears sustainable with low payout ratios from both earnings (38%) and free cash flow (30%). Despite a slight five-year earnings decline, the dividend has grown significantly, making it a potentially attractive option for income-focused investors.
