PHM PulteGroup, Inc. Common Stock

NYSE · Consumer products · View on SEC EDGAR ↗
$128.15
Price · Aug 18, 2026
Fundamentals as of Jul 22, 2026
52W Range
$108–$144
55% of range
Analyst Rating
BUY
22 analysts
Price Target
$141
+10% upside
P/E (TTM)
11.4
ROE
17.4%
Net Profit Margin
12.8%

About PulteGroup, Inc. Common Stock Company overview from Wikipedia

PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.

Read more

PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.

The company operates in 45 markets in 23 states. In 2021, it ranked 284th on the Fortune 500. The company was founded by William J. Pulte in Michigan, and moved its headquarters to Atlanta in 2014. Since 2016, Ryan Marshall has been the president and CEO of the company.

History

Early history

In 1950, at the age of 18 years, William J. Pulte, began building and selling houses. In 1956, he formed the company, Pulte Homes, Inc which was based in Bloomfield Hills, Michigan. In 1972, the company became a public company via an initial public offering. In 1998, the company acquired Divosta for an estimated $150 million, and it also acquired Radnor Homes for an undisclosed amount.

Since 2000

In 2001, Pulte Homes, Inc acquired Del E. Webb Construction Company, founded by Del Webb, for $1.8 billion. In 2003, the company acquired Sivage-Thomas Homes. In 2009, the company acquired Centex for $1.3 billion in stock. In August 2014, the company acquired the real-estate assets of Dominion Homes for $82 million.

The company changed its name from Pulte Homes, Inc. to PulteGroup, Inc. in March 2010. In 2013, PulteGroup launched Built to Honor program, which provides homes to veterans with disabilities from the Army, Marine Corps, Navy, Air Force, and Coast Guard, as well as Gold Star families in 18 U.S. states.

In 2016, the company acquired some homebuilding assets of John Wieland Homes and Neighborhoods, a premier builder of luxury homes. In April 2019, the company acquired the homebuilding operations of American West Homes for $150 million.

Since 2020

In 2023 and 2024, PulteGroup and Centex Homes built and awarded homes to US veterans in Houston and North Carolina. This was a part of the company’s Operation Coming Home and the U.S. Veterans Corps. In 2025, the company expanded its Del Webb brand to introduce Del Webb Explore in California and Florida. The company has also partnered with Fastbrick Robotics to build homes in Florida using a robotic construction technology.

In February 2025, PulteGroup expanded its Build Your Future SkillPointe Scholarship program, with a $100,000 investment to support individuals from diverse backgrounds who are pursuing careers in residential homebuilding and technologies. In May 2025, the organization’s Built to Honor Program completed its 100th home.

Financials

Legal affairs

Stucco defects in Florida homes

In 2019, after an investigation by Florida Attorney General Ashley Moody, Pulte agreed to pay $4.7 million in restitution and make repairs to houses it sold in Florida that had cracks in stucco applied to a wood frame, stucco delamination, and improper installation of weep screed.

Dismissed lawsuit regarding propping up sale prices

In October 2009, a class-action lawsuit was filed by Steve Berman accusing the company of artificially propping up house sales prices and contributing to the United States housing bubble. The lawsuit was dismissed by the court.

2009 allegations of systematic construction defects

On March 26, 2009, Building Justice, a project of the International Union of Painters and the Sheet Metal Workers International Association, with support from the AFL-CIO, released the report of a survey of 872 Pulte and Del Webb home owners in Arizona, Nevada, and California, in which 63% of respondents reported construction defects in their homes. The report "Poorly Built by Pulte, No Different at Del Webb: Homeowner Dissatisfaction in Arizona, Nevada, and California" was published on the project's website.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

PHM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$128.15
Market Cap
$24.45B
P/E (TTM)
11.4
EPS (TTM)
$11.12
Revenue (TTM)
$17.31B
Div Yield
0.72%
ROE
17.4%
Debt/Equity
—
52W Range
$108 – $145

PHM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $17.31B
9-point trend, +125.8%
2016-12-31 → 2025-12-31
EPS $11.12
10-point trend, +535.4%
2016-12-31 → 2025-12-31
Free Cash Flow $1.75B
10-point trend, +5934.6%
2016-12-31 → 2025-12-31
Margins 12.8%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
PHM
Peer Median
P/E (TTM)
5-point trend, +37.1%
11.4
12.4
P/S (TTM)
5-point trend, +25.8%
1.4
1.4
P/B
5-point trend, -8.5%
1.9
2.1
Price / FCF
5-point trend, -15.5%
14.0
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
PHM
Peer Median
Net Profit Margin
5-point trend, -8.3%
12.8%
8.9%
ROA
5-point trend, -17.7%
12.5%
10.1%
ROE
5-point trend, -34.7%
17.4%
15.9%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
PHM
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
PHM
Peer Median
Revenue YoY
5-point trend, +26.0%
-3.5%
—
Revenue CAGR 3Y
5-point trend, +26.0%
2.7%
—
Revenue CAGR 5Y
5-point trend, +26.0%
9.4%
—
EPS YoY
5-point trend, +49.7%
-24.3%
—
Net Income YoY
5-point trend, +14.0%
-28.0%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
PHM
Peer Median
EPS (Diluted)
5-point trend, +49.7%
$11.12
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
PHM
Peer Median
Payout Ratio
5-point trend, +4.7%
8.0%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
0.72%
Payout Ratio
8.0%
5Y Div CAGR
—
Ex-dateAmount
June 16, 2026$0.2600
March 17, 2026$0.2600
Dec. 16, 2025$0.2600
Sept. 16, 2025$0.2200
June 17, 2025$0.2200
March 18, 2025$0.2200
Dec. 17, 2024$0.2200
Sept. 17, 2024$0.2000
June 18, 2024$0.2000
March 14, 2024$0.2000
Dec. 18, 2023$0.2000
Sept. 15, 2023$0.1600
June 16, 2023$0.1600
March 17, 2023$0.1600
Dec. 13, 2022$0.1600
Sept. 21, 2022$0.1500
June 9, 2022$0.1500
March 14, 2022$0.1500
Dec. 14, 2021$0.1500
Sept. 17, 2021$0.1400

PHM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 22 analysts
  • Strong Buy 3 13.6%
  • Buy 9 40.9%
  • Hold 8 36.4%
  • Sell 2 9.1%
  • Strong Sell 0 0.0%

12-Month Price Target

13 analysts · 2026-08-18
Median target $145.00 +13.1%
Mean target $140.62 +9.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.01%
Period EPS Actual EPS Est Surprise
June 30, 2026 $2.48 $2.39 0.09%
March 31, 2026 $1.79 $1.84 -0.05%
Dec. 31, 2025 $2.56 $2.84 -0.28%
Sept. 30, 2025 $2.96 $2.92 0.04%
June 30, 2025 $3.03 $2.99 0.04%
March 31, 2025 $2.57 $2.44 0.12%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
PHM $22.60B 10.5 -3.5% 12.8% 17.4% —
DHI $49.90B 14.6 -6.9% 10.5% 14.5% —
LEN — — — — — —
NVR $20.42B 16.7 -1.9% 13.0% 34.8% —
TOL $12.79B 10.0 1.1% 12.3% 16.9% —
IBP $7.00B 26.7 1.0% 8.9% 38.6% 34.0%
SKY $3.98B 19.8 7.3% 7.8% 13.3% 26.4%
MTH $4.49B 10.4 — — 8.7% —
CVCO $3.61B 19.4 11.4% 8.5% 17.4% 23.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 11-point trend, +197.3% $17.31B $17.95B $16.06B $16.00B $13.74B $11.04B $10.21B · $8.57B $7.67B $5.98B $5.82B
SG&A Expense 12-point trend, +82.7% $1.57B $1.32B $1.31B $1.38B $1.21B $1.01B $1.04B $1.01B $892M $957M $795M $861M
Interest Expense 11-point trend, -28.7% $605.0K $479.0K $469.0K $284.0K $502.0K $4M $584.0K $618.0K $503.0K $686.0K · $849.0K
Interest Income · · · · · · · · · · · $5M
Other Non-op 12-point trend, -242.2% $-92M $62M $38M $-64M $-20M $-18M $-9M $-14M $-32M $-57M $-17M $-27M
Income Tax 12-point trend, +221.5% $693M $923M $847M $822M $564M $322M $323M $326M $492M $331M $322M $215M
Net Income 12-point trend, +367.8% $2.22B $3.08B $2.60B $2.62B $1.95B $1.41B $1.02B $1.02B $447M $603M $494M $474M
EPS (Basic) 12-point trend, +782.7% $11.21 $14.82 $11.79 $11.07 $7.44 $5.19 $3.67 $3.56 $1.45 $1.76 $1.38 $1.27
EPS (Diluted) 12-point trend, +782.5% $11.12 $14.69 $11.72 $11.01 $7.43 $5.18 $3.66 $3.55 $1.44 $1.75 $1.36 $1.26
Shares (Basic) 12-point trend, -46.6% 197,966,000 208,107,000 219,958,000 235,010,000 259,285,000 268,553,000 274,495,000 283,578,000 305,089,000 339,747,000 356,576,000 370,377,000
Shares (Diluted) 12-point trend, -46.7% 199,537,000 209,829,000 221,163,000 236,166,000 259,928,000 269,414,000 275,297,000 284,865,000 306,814,000 342,123,000 359,793,000 374,102,000
Balance Sheet 17
Annual Balance Sheet data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +53.2% $1.98B $1.61B $1.81B $1.05B $1.78B $2.58B $1.22B $1.11B $273M $699M $754M $1.29B
Receivables 6-point trend, +21.6% · · · · · · $6M $41M $80M $66M $28M $5M
PP&E (Net) 12-point trend, +217.2% $239M $253M $222M $200M $149M $132M $112M $93M $71M $77M $86M $75M
Accum. Depreciation 12-point trend, +78.7% $344M $287M $264M $242M $228M $229M $219M $209M $206M $193M $186M $192M
Goodwill 4-point trend, -41.4% $40M $69M $69M $69M · · · · · · · ·
Intangibles 12-point trend, -78.7% $26M $46M $56M $67M $147M $163M $125M $127M $141M $155M $110M $123M
Total Assets 12-point trend, +110.8% $18.05B $17.36B $16.09B $14.80B $13.35B $12.21B $10.72B $10.17B $9.69B $10.18B $9.19B $8.56B
Deferred Tax 7-point trend, +448493000.00 $448M $444M $302M $215M $166M $104M $0 · · · · ·
Total Liabilities 12-point trend, +34.5% $5.06B $5.24B $5.70B $5.88B $5.86B $5.64B $5.26B $5.36B $5.53B $5.52B $4.43B $3.76B
Long-term Debt 5-point trend, -31.3% $44M $31M $74M $77M $64M · · · · · · ·
Common Stock 12-point trend, -47.8% $2M $2M $2M $2M $2M $3M $3M $3M $3M $3M $3M $4M
Paid-in Capital 12-point trend, +13.5% $3.49B $3.43B $3.37B $3.33B $3.29B $3.26B $3.24B $3.20B $3.17B $3.12B $3.09B $3.07B
Retained Earnings 12-point trend, +449.2% $9.49B $8.69B $7.01B $5.58B $4.20B $3.31B $2.22B $1.61B $980M $1.54B $1.66B $1.73B
AOCI 9-point trend, +100.0% · · · $0 $-45.0K $-145.0K $-245.0K $-345.0K $-445.0K $-526.0K $-609.0K $-690.0K
Stockholders' Equity 12-point trend, +170.3% $12.99B $12.12B $10.38B $8.91B $7.49B $6.57B $5.46B $4.82B $4.15B $4.66B $4.76B $4.80B
Liabilities + Equity 12-point trend, +110.6% $18.05B $17.36B $16.09B $14.80B $13.35B $12.21B $10.72B $10.17B $9.69B $10.18B $9.19B $8.57B
Shares Outstanding 12-point trend, -47.8% 192,725,000 202,913,000 212,558,000 225,840,000 249,326,000 266,464,000 270,235,000 277,110,000 286,752,000 319,090,000 349,149,000 369,459,000
Cash Flow 17
Annual Cash Flow data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +182.2% $113M $89M $81M $71M $70M $66M $54M $49M $51M $54M $46M $40M
Stock-based Comp 12-point trend, +87.2% $55M $55M $48M $43M $37M $33M $28M $28M $34M $22M $25M $29M
Deferred Tax 12-point trend, -95.2% $11M $151M $104M $107M $59M $138M $105M $363M $422M $335M $312M $224M
Amort. of Intangibles 12-point trend, +54.2% $20M $10M $10M $11M $16M $20M $14M $14M $14M $14M $13M $13M
Operating Cash Flow 12-point trend, +507.8% $1.87B $1.68B $2.20B $668M $1.00B $1.78B $1.08B $1.45B $663M $68M $-338M $308M
CapEx 12-point trend, +151.5% $123M $119M $92M $113M $73M $58M $58M $59M $32M $39M $45M $49M
Investing Cash Flow 12-point trend, +34.4% $-80M $-94M $-129M $-172M $-124M $-108M $-225M $-40M $-50M $-471M $-35M $-123M
Debt Issued 4-point trend, +0.00 · · · · · · · · $0 $2.00B $498M $0
Net Debt Issued 11-point trend, -109.4% $-25M $-356M $-123M $-5M $-837M $-65M $-310M $-83M $-135M $1.01B $261M ·
Stock Issued 10-point trend, -100.0% · · $0 $0 $11.0K $111.0K $6M $7M $28M $6M $11M $16M
Stock Repurchased 12-point trend, +374.3% $1.20B $1.20B $1.00B $1.07B $897M $171M $274M $295M $910M $603M $443M $253M
Net Stock Activity 12-point trend, -405.5% $-1.20B $-1.20B $-1.00B $-1.07B $-897M $-171M $-268M $-296M $-889M $-597M $-432M $-237M
Dividends Paid 12-point trend, +133.6% $177M $168M $142M $144M $148M $130M $122M $104M $113M $125M $116M $76M
Financing Cash Flow 12-point trend, -171.4% $-1.44B $-1.78B $-1.31B $-1.24B $-1.68B $-296M $-734M $-580M $-1.03B $351M $-162M $-529M
Net Change in Cash 2-point trend, -87.4% · · · · · · · · · · $-539M $-287M
Taxes Paid 12-point trend, +67740.4% $699M $740M $784M $642M $457M $264M $137M $89M $15M $3M $-6M $1M
Free Cash Flow 12-point trend, +571.3% $1.75B $1.56B $2.10B $556M $931M $1.73B $1.02B $1.39B $631M $29M $-394M $260M
Profitability 3
Annual Profitability data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 9-point trend, +57.3% 12.8% 17.2% 16.2% 16.1% 14.0% · · · 5.2% 7.9% 8.3% 8.2%
ROA 12-point trend, +128.6% 12.5% 18.4% 16.9% 18.6% 15.2% 12.3% 9.7% 10.3% 4.5% 6.2% 5.6% 5.5%
ROE 12-point trend, +74.1% 17.4% 26.0% 25.5% 30.6% 26.6% 22.0% 19.1% 21.4% 10.5% 12.9% 10.6% 10.0%
Efficiency 2
Annual Efficiency data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 9-point trend, +45.3% 1.0 1.1 1.0 1.2 1.1 · · · 0.9 0.8 0.7 0.7
Receivables Turnover 4-point trend, -91.2% · · · · · · · · 116.8 163.2 367.0 1323.3
Per Share 6
Annual Per Share data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +418.1% $67.38 $59.74 $48.85 $39.47 $30.04 $24.66 $20.20 $17.39 $14.49 $14.60 $13.63 $13.01
Revenue / Share 9-point trend, +457.5% $86.76 $85.53 $72.62 $68.72 $53.58 · · · $27.94 $22.41 $16.63 $15.56
Cash Flow / Share 12-point trend, +1034.5% $9.38 $8.01 $9.93 $2.83 $3.86 $6.62 $3.91 $5.09 $2.16 $0.20 $-0.97 $0.83
Cash / Share 12-point trend, +193.7% $10.28 $7.95 $8.50 $4.66 $7.14 $9.69 $4.51 $4.01 $0.95 $2.19 $2.16 $3.50
Dividend / Share 12-point trend, +300.0% $1 $1 $1 $1 $1 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +782.5% $11.12 $14.69 $11.72 $11.01 $7.43 $5.18 $3.66 $3.55 $1.44 $1.75 $1.36 $1.26
Growth Rates 10
Annual Growth Rates data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -114.5% -3.5% 11.7% 0.37% 16.5% 24.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -80.0% 2.7% 9.3% 13.3% · · · · · · · · ·
Revenue CAGR 5Y 9.4% · · · · · · · · · · ·
EPS YoY 5-point trend, -155.9% -24.3% 25.3% 6.5% 48.2% 43.4% · · · · · · ·
EPS CAGR 3Y 3-point trend, -98.9% 0.33% 25.5% 31.3% · · · · · · · · ·
EPS CAGR 5Y 16.5% · · · · · · · · · · ·
Net Income YoY 5-point trend, -173.1% -28.0% 18.5% -0.57% 34.5% 38.4% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -123.6% -5.4% 16.6% 22.8% · · · · · · · · ·
Net Income CAGR 5Y 9.5% · · · · · · · · · · ·
Dividend CAGR 5Y 6.3% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for PHM
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +197.3% $17.31B $17.95B $16.06B $16.00B $13.74B $11.04B $10.21B $10.19B $8.57B $7.67B $5.98B $5.82B
Net Income TTM 12-point trend, +367.8% $2.22B $3.08B $2.60B $2.62B $1.95B $1.41B $1.02B $1.02B $447M $603M $494M $474M
Market Cap 12-point trend, +185.0% $22.60B $22.10B $21.94B $10.28B $14.25B $11.49B $10.49B $7.20B $9.53B $5.86B $6.22B $7.93B
P/E 12-point trend, -38.1% 10.5 7.4 8.8 4.1 7.7 8.3 10.6 7.3 23.1 10.5 13.1 17.0
P/S 12-point trend, -4.1% 1.3 1.2 1.4 0.6 1.0 1.0 1.0 0.7 1.1 0.8 1.0 1.4
P/B 12-point trend, +5.5% 1.7 1.8 2.1 1.2 1.9 1.7 1.9 1.5 2.3 1.3 1.3 1.7
P / Tangible Book 6-point trend, -2.5% 1.7 1.8 2.1 1.2 1.9 1.8 · · · · · ·
P / Cash Flow 12-point trend, -52.9% 12.1 13.1 10.0 15.4 14.2 6.4 9.7 5.0 14.4 85.9 -17.9 25.6
P / FCF 12-point trend, -57.5% 12.9 14.1 10.4 18.5 15.3 6.7 10.3 5.2 15.1 202.4 -15.8 30.4
Dividend Yield 12-point trend, -17.9% 0.78% 0.76% 0.65% 1.4% 1.0% 1.1% 1.2% 1.4% 1.2% 2.1% 1.9% 0.95%
Earnings Yield 12-point trend, +61.5% 9.5% 13.5% 11.3% 24.2% 13.0% 12.0% 9.4% 13.7% 4.3% 9.5% 7.6% 5.9%
Payout Ratio 12-point trend, -50.1% 8.0% 5.4% 5.5% 5.5% 7.6% 9.2% 12.0% 10.2% 25.2% 20.7% 23.5% 16.0%
Annual Payout 12-point trend, +133.6% $177M $168M $142M $144M $148M $130M $122M $104M $113M $125M $116M $76M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $17.31B$17.95B$16.06B$16.00B$13.74B
Net Income $2.22B$3.08B$2.60B$2.62B$1.95B
Diluted EPS $11.12$14.69$11.72$11.01$7.43
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $1.75B$1.56B$2.10B$556M$931M

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Institutional owners (13F) 1,160 filers · $14.6B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
132 (+13 vs prior Q) 89 (+1 vs prior Q) 369 (-5 vs prior Q) 382 (+4 vs prior Q) +34.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD CAPITAL MANAGEMENT LLC $1,709,338,031 12,457,824 11.71% Shares
STATE STREET CORP $1,261,091,690 9,174,111 8.64% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,119,447,543 8,158,644 7.67% Shares
GREENHAVEN ASSOCIATES INC $748,610,762 5,455,949 5.13% Shares
GEODE CAPITAL MANAGEMENT, LLC $635,122,890 4,649,179 4.35% Shares
NORGES BANK $595,428,009 4,339,538 4.08% Shares
FMR LLC $521,393,437 3,799,967 3.57% Shares
FIRST TRUST ADVISORS LP $433,956,253 3,162,716 2.97% Shares
DIMENSIONAL FUND ADVISORS LP $352,081,769 2,566,007 2.41% Shares
Caisse de depot et placement du Quebec $287,030,834 2,091,909 1.97% Shares
AMERIPRISE FINANCIAL INC $249,280,679 1,816,735 1.71% Shares
AMERICAN CENTURY COMPANIES INC $219,830,688 1,602,144 1.51% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $202,890,369 1,478,685 1.39% Shares
CAPTRUST FINANCIAL ADVISORS $160,105,175 1,166,862 1.10% Shares
VANGUARD FIDUCIARY TRUST CO $146,734,158 1,069,413 1.01% Shares
GOLDMAN SACHS GROUP INC $134,315,829 978,907 0.92% Shares
Public Sector Pension Investment Board $128,481,111 936,383 0.88% Shares
VANGUARD GROUP INC $127,918,817 1,090,899 0.88% Shares
VICTORY CAPITAL MANAGEMENT INC $125,029,457 911,227 0.86% Shares
BANK OF AMERICA CORP /DE/ $121,002,755 881,880 0.83% Shares
Capital Research Global Investors $117,377,255 855,457 0.80% Shares
MENORA MIVTACHIM HOLDINGS LTD. $91,409,302 666,200 0.63% Shares
BARCLAYS PLC $88,492,081 644,939 0.61% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $86,086,103 627,404 0.59% Shares
RAYMOND JAMES FINANCIAL INC $81,526,097 594,170 0.56% Shares
Nuveen, LLC $79,084,963 576,379 0.54% Shares
Schonfeld Strategic Advisors LLC $77,763,353 566,747 0.53% Shares
Swedbank AB $77,501,558 564,839 0.53% Shares
CANADA PENSION PLAN INVESTMENT BOARD $76,778,737 559,571 0.53% Shares
Swiss National Bank $74,148,284 540,400 0.51% Shares
Quantinno Capital Management LP $73,115,818 532,875 0.50% Shares
Freestone Grove Partners LP $72,746,272 530,182 0.50% Shares
National Pension Service $70,580,550 514,398 0.48% Shares
BNP PARIBAS FINANCIAL MARKETS $65,662,669 478,556 0.45% Shares
Sumitomo Mitsui Trust Group, Inc. $65,619,996 478,245 0.45% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $63,334,352 461,587 0.43% Shares
ASSETMARK, INC $62,444,397 455,101 0.43% Shares
Legal & General Group Plc $62,342,461 454,358 0.43% Shares
Prana Capital Management, LP $60,513,040 441,025 0.41% Shares
California Public Employees Retirement System $58,108,847 423,503 0.40% Shares
Vanguard Global Advisers, LLC $57,878,059 421,821 0.40% Shares
Homestead Advisers Corp $57,119,700 416,294 0.39% Shares
STRS OHIO $54,939,844 400,407 0.38% Shares
VANGUARD ASSET MANAGEMENT, Ltd $53,424,497 389,363 0.37% Shares
SEIZERT CAPITAL PARTNERS, LLC $52,242,159 380,746 0.36% Shares
Pictet Asset Management Holding SA $51,625,674 376,253 0.35% Shares
Rafferty Asset Management, LLC $51,555,834 375,744 0.35% Shares
RHUMBLINE ADVISERS $49,992,628 364,352 0.34% Shares
ENVESTNET ASSET MANAGEMENT INC $49,333,229 359,552 0.34% Shares
Alyeska Investment Group, L.P. $49,148,348 358,198 0.34% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $47,328,669 344,936 0.32% Shares
UBS Group AG $46,902,769 341,832 0.32% Shares
Eurizon Capital SGR S.p.A. $46,892,372 341,756 0.32% Shares
JANE STREET GROUP, LLC $45,471,394 331,400 0.31% Call option
BAMCO INC /NY/ $45,241,842 329,727 0.31% Shares
PRINCIPAL FINANCIAL GROUP INC $43,752,836 318,875 0.30% Shares
CLOUGH CAPITAL PARTNERS L P $43,706,873 318,540 0.30% Shares
MILFORD FUNDS LTD $42,828,729 312,140 0.29% Shares
CITADEL ADVISORS LLC $40,847,417 297,700 0.28% Put option
BlackRock, Inc. $40,071,906 292,048 0.27% Shares
TWO SIGMA INVESTMENTS, LP $39,693,618 289,291 0.27% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $38,289,025 326,531 0.26% Shares
NORDEA INVESTMENT MANAGEMENT AB $37,580,377 272,796 0.26% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $33,944,245 247,389 0.23% Shares
Teewinot Capital Advisers, L.L.C. $33,825,832 246,526 0.23% Shares
EDMOND DE ROTHSCHILD HOLDING S.A. $32,244,350 235,000 0.22% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $32,235,960 274,092 0.22% Shares
Jefferies Financial Group Inc. $31,756,157 231,442 0.22% Shares
ALLIANCEBERNSTEIN L.P. $30,645,050 260,565 0.21% Shares
MERCER GLOBAL ADVISORS INC /ADV $30,015,818 218,758 0.21% Shares
STOREBRAND ASSET MANAGEMENT AS $28,365,423 206,730 0.19% Shares
LPL Financial LLC $28,361,766 206,704 0.19% Shares
FRANKLIN RESOURCES INC $28,275,002 206,071 0.19% Shares
AEGON ASSET MANAGEMENT UK Plc $27,860,765 203,052 0.19% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $27,347,800 199,148 0.19% Shares
Allspring Global Investments Holdings, LLC $26,633,884 200,874 0.18% Shares
ZACKS INVESTMENT MANAGEMENT $25,864,281 188,500 0.18% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $25,697,375 187,285 0.18% Shares
TUDOR INVESTMENT CORP ET AL $25,443,948 185,438 0.17% Shares
AVIVA PLC $24,911,848 181,560 0.17% Shares
MILLENNIUM MANAGEMENT LLC $24,804,138 180,775 0.17% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $24,040,564 175,210 0.16% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $23,604,431 171,121 0.16% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $23,298,258 169,800 0.16% Shares
Man Group plc $23,177,513 168,920 0.16% Shares
JANE STREET GROUP, LLC $22,598,487 164,700 0.15% Put option
Assenagon Asset Management S.A. $22,337,514 162,798 0.15% Shares
Corient Private Wealth LP $21,611,992 157,511 0.15% Shares
QRG CAPITAL MANAGEMENT, INC. $20,756,370 151,274 0.14% Shares
STATE OF WISCONSIN INVESTMENT BOARD $20,375,959 148,502 0.14% Shares
Moran Wealth Management, LLC $20,294,594 147,909 0.14% Shares
Distillate Capital Partners LLC $19,613,758 142,947 0.13% Shares
SCS Capital Management LLC $19,294,112 140,617 0.13% Shares
Aptus Capital Advisors, LLC $19,143,127 139,517 0.13% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $18,859,000 137,449 0.13% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $18,623,513 135,730 0.13% Shares
ROYAL BANK OF CANADA $18,573,000 135,360 0.13% Shares
Susquehanna Portfolio Strategies, LLC $18,546,950 135,172 0.13% Shares
BERKSHIRE ASSET MANAGEMENT LLC/PA $18,104,997 131,951 0.12% Shares
Brandywine Global Investment Management, LLC $17,977,834 153,316 0.12% Shares

Company insiders 57 insiders · 20 officers · 24 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Ryan Marshall Chief Exec Officer, President Feb. 5, 2025 A 702,065 0 0 $0
Patrick Beirne Area President Feb. 10, 2014 F 125,549 0 0 $0
John B Bertero III Area President March 30, 2012 F 88,384 0 0 $0
Matthew William Koart Exec. VP & COO Feb. 6, 2026 S 42,418 0 1 $-2,078,809
Harmon D Smith EVP & Chief Operating Officer Feb. 11, 2019 F 286,426 0 0 $0
Steven C Petruska Ex VP, COO Aug. 18, 2010 F 461,476 0 0 $0
Kevin A Henry EVP and Chief People Officer June 22, 2026 F 12,580 0 1 $-729,600
Todd N Sheldon EVP, Gen Counsel, Corp Sec'y Nov. 12, 2025 G 73,758 0 0 $0
Brien P. O'Meara Vice President & Controller Feb. 13, 2025 S 11,372 0 0 $0
John James Chadwick Exec VP & Chief Operating Ofcr Feb. 14, 2023 S 87,428 0 0 $0
Michelle H. Hairston Senior Vice President - HR Feb. 6, 2023 F 77,316 0 0 $0
Stephen P Schlageter SVP Operations & Strategy April 27, 2020 M 68,148 0 0 $0
James L Ossowski Senior Vice President Finance Feb. 5, 2020 A 34,841 0 0 $0
James R Ellinghausen Exec. Vice President-HR Feb. 12, 2018 F 199,981 0 0 $0
Steven M Cook EVP, Ch. Legal Ofcr, Corp Secy Feb. 9, 2017 A 263,495 0 0 $0
Michael John Schweninger VP & Controller Feb. 6, 2013 A 77,426 0 0 $0
Roger A Cregg Exec VP, Chief Fin Officer June 2, 2011 F 654,114 0 0 $0
Gregory M Nelson Vice President Feb. 19, 2010 M 143,120 0 0 $0
Bruce E Robinson Vice President/Treasurer Feb. 11, 2010 A 75,541 0 0 $0
Peter J Keane SVP-Operations Feb. 10, 2009 A 144,726 0 0 $0
Thomas J Folliard Director April 29, 2026 A 8,230 0 1 $-4,959,480
Bryce Blair Director April 29, 2026 A 134,372 0 0 $0
Cheryl W Grise Director April 29, 2026 A 12,410 0 0 $0
Kristen Actis-Grande Director April 30, 2025 A 3,360 0 0 $0
Lila Snyder Director April 30, 2025 A 6,372 0 0 $0
John R. Peshkin Director April 30, 2025 A 5,615 0 0 $0
Brian P Anderson Director April 30, 2025 A 58,449 0 0 $0
James Phillip Holloman Director May 6, 2024 A 4,380 0 0 $0
Bill Pulte Director Feb. 28, 2020 S 0 0 0 $0
Patrick J Oleary Director Feb. 21, 2018 M 89,010 0 0 $0
Joshua Gotbaum Director May 2, 2017 A 5,615 0 0 $0
Richard J Dugas JR Director April 17, 2017 M 1,049,927 0 0 $0
James J Postl Director May 4, 2016 A 113,136 0 0 $0
Ennis Debra J Kelly Director May 4, 2016 A 100,935 0 0 $0
David N Mccammon Director June 1, 2012 A 211,787 0 0 $0
Bernard W Reznicek Director June 1, 2012 A 89,059 0 0 $0
Thomas M Schoewe Director Sept. 13, 2011 P 67,263 0 0 $0
Timothy R Eller Director June 1, 2011 A 944,738 0 0 $0
Iii Clint W Murchison Director May 12, 2011 M 40,992 0 0 $0
Richard G Wolford Director June 1, 2009 A 7,200 0 0 $0
William B Smith Director June 1, 2009 A 32,400 0 0 $0
Francis J Sehn Director Nov. 13, 2008 S 74,400 0 0 $0
John J Shea Director March 24, 2008 M 41,600 0 0 $0
PULTE WILLIAM J 10% owner April 27, 2012 J 27,472,784 0 0 $0
Andre J Hawaux — April 29, 2026 A 75,326 0 0 $0
Scott F Powers — April 29, 2026 A 26,998 0 0 $0
Robert Oshaughnessy — Feb. 4, 2026 A 79,319 0 0 $0
Richard W Dreiling — May 12, 2021 A — 0 0 $0
Deborah W. Meyer — May 3, 2013 M 89,128 0 0 $0
John Steven Kalmbach — Feb. 10, 2011 A 78,500 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 6 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
William J. Pulte Trust dtd 01/26/1990, as amended, Karen J. Pulte, Mark T. Pulte ×4 filings Jan. 29, 2020 — Initial filing — SEC
William J. Pulte Trust dtd 01/26/1990, amended 12/18/2017, Joan B. Pulte Trust dtd 01/26/1990, William J. Pulte Feb. 2, 2018 — Initial filing — SEC
William J. Pulte Trust dtd 01/26/1990, William J. Pulte ×6 filings June 26, 2017 — Initial filing — SEC
William J. Pulte ×17 filings July 21, 2016 — Initial filing — SEC
William J. Pulte (2) ×2 filings Aug. 31, 2012 — Initial filing — SEC
Willam J. Pulte Feb. 8, 2008 — Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 202 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ITB · iShares Trust 10.28% 1,847,526 SH Aug. 8, 2026 Daily
NAIL · Direxion Shares ETF Trust 6.92% 318,256 NS April 30, 2026 N-PORT
RSPD · Invesco Exchange-Traded Fund Trust 2.20% 55,595 SH Aug. 8, 2026 Daily
LYLD · Cambria ETF Trust 1.81% 889 NS April 30, 2026 N-PORT
RDVI · First Trust Exchange-Traded Fund IV 1.78% 447,823 NS April 30, 2026 N-PORT
FLOW · Global X Funds 1.58% 3,827 NS May 31, 2026 N-PORT
HOMZ · ETF Series Solutions 1.57% 4,521 NS May 31, 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 1.43% 30,963 NS April 30, 2026 N-PORT
FLV · AMERICAN CENTURY ETF TRUST 1.13% 33,777 NS May 31, 2026 N-PORT
SYLD · Cambria ETF Trust 0.98% 76,792 NS April 30, 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.91% 96,239 NS April 30, 2026 N-PORT
LGRO · ALPS ETF Trust 0.88% 10,094 NS May 31, 2026 N-PORT
TAX · EA Series Trust 0.88% 1,898 NS May 29, 2026 N-PORT
ROE · EA Series Trust 0.84% 18,542 NS May 29, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.80% 54,394 NS April 30, 2026 N-PORT
JOET · Virtus ETF Trust II 0.76% 14,580 NS April 30, 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.71% 1,017 NS April 30, 2026 N-PORT
VLUE · iShares Trust 0.67% 484,731 SH Aug. 8, 2026 Daily
AVMV · AMERICAN CENTURY ETF TRUST 0.66% 34,705 NS May 31, 2026 N-PORT
MMID · MFS Active Exchange Traded Funds Tr… 0.60% 1,729 NS May 31, 2026 N-PORT
ACIO · ETF Series Solutions 0.58% 107,693 NS April 30, 2026 N-PORT
COWZ · Pacer Funds Trust 0.58% 857,239 NS April 30, 2026 N-PORT
QQWZ · Pacer Funds Trust 0.57% 2,187 NS April 30, 2026 N-PORT
ADME · ETF Series Solutions 0.56% 12,220 NS April 30, 2026 N-PORT
VLLU · Harbor ETF Trust 0.52% 184 NS April 30, 2026 N-PORT
ESLV · Strategy Shares 0.51% 494 NS April 30, 2026 N-PORT
SZNE · Pacer Funds Trust 0.46% 502 NS April 30, 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0.45% 1,223,586 SH Aug. 8, 2026 Daily
VCR · VANGUARD WORLD FUND 0.45% 225,985 SH Aug. 8, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.45% 5,076 NS April 30, 2026 N-PORT
KRMA · Global X Funds 0.44% 4,523 NS May 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.43% 52,228 NS April 30, 2026 N-PORT
DEUS · DBX ETF Trust 0.42% 9,745 NS May 29, 2026 N-PORT
QUAL · iShares Trust 0.42% 1,550,667 SH Aug. 8, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.41% 52,755 SH Aug. 8, 2026 Daily
IYC · iShares Trust 0.40% 37,722 SH Aug. 8, 2026 Daily
FDIS · FIDELITY COVINGTON TRUST 0.38% 55,343 NS April 30, 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0.38% 5,167 NS May 31, 2026 N-PORT
ESUM · Strategy Shares 0.37% 4,667 NS April 30, 2026 N-PORT
RXI · iShares Trust 0.37% 7,828 SH Aug. 8, 2026 Daily
GXPD · Global X Funds 0.35% 1,488 NS May 31, 2026 N-PORT
WANT · Direxion Shares ETF Trust 0.35% 589 NS April 30, 2026 N-PORT
NULV · Nushares ETF Trust 0.35% 59,010 NS April 30, 2026 N-PORT
IMCV · iShares Trust 0.34% 30,389 SH Aug. 8, 2026 Daily
NUMV · Nushares ETF Trust 0.34% 11,879 NS April 30, 2026 N-PORT
UCC · ProShares Trust 0.33% 324 NS May 31, 2026 N-PORT
GMOV · GMO ETF Trust 0.32% 2,490 NS May 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 10,792 NS April 30, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 10,878 NS April 30, 2026 N-PORT
REVS · Columbia ETF Trust I 0.30% 6,854 NS April 30, 2026 N-PORT