NYSE:PHM

Pulte Homes Inc (PHM)

118.40
+0.18 (0.15%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
41 watching
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Pulte Homes Inc (PHM-N) is currently viewed favorably among experts, with recent reports highlighting a constructive outlook for the company. Experts acknowledge a significant undersupply of homes in the U.S., which presents a prime opportunity for Pulte to expand its market presence. Despite a lack of optimism regarding earnings and revenues, the recent developments in the U.S. homebuilding sector, fostered by policy changes aimed at restricting institutional buyers from competing, could catalyze growth for Pulte. One expert notably considers PHM a top pick for the current investment period, indicating confidence in its potential performance amidst these sector dynamics. Overall, the sentiment reflects cautious optimism as the homebuilding environment remains challenging yet ripe for opportunity.

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Consensus
Positive
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This well diversified US home builder will continue to benefit from 30 year mortgage rates near historic lows -- especially as pandemic driven demand continues. We reiterate it as a TOP PICK. It is trading at 8x earnings, compared to peers at 18x and valued at under 2x book, this is good value. We like that it has been reducing debt and buying back shares. It pays a small (but growing -- up 38% over the past 3 years) dividend that is backed by an payout ratio under 10% of cash flow. We recommend trailing up the stop from ($43.50) to $46.00, looking to achieve $65.50 -- upside over 25%. Yield 1.09% (Analysts’ price target is $65.50)
PAST TOP PICK
(A Top Pick Mar 10/20, Up 37%) Wouldn't buy it today. There are just other US picks with better metrics. Picked it 1 week before the markets bottomed last March. Home builders have very limited inventory. It is increasingly difficult to get building materials. Good return on equity. One of the largest home builders. 8x cashflow and EBITDA. Sold for better opportunities.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 10/20, Up 22.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PHM as achieved its $52 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop (from $35) to $43.50. This would all but guarantee a return on investment of 12%.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly This well diversified US home builder will continue to benefit from 30 year mortgage rates near historic lows -- especially as pandemic driven demand continues. It is trading at 8.5 times earnings, and projected to be only 7 times next years earnings. It pays a small dividend that is backed by an 11% payout ratio. Analysts at Raymond James and RBC upgraded their outlooks to $60 and $53, respectively. We would trade this with a $35 stop-loss, looking to achieve $52 -- over 23% upside. Yield 1.18% (Analysts’ price target is $52.21)

TOP PICK
A stock that can thrive during and after the coronavirus. PHM is one of the largest US homebuilders. We're now past years of overbuilding. Inventory has burned off and building permits are up. The US Fed just cut rates 0.5% and likely will cut another 0.5% in coming months. Now home purchases should follow. Great balance sheet and cheap at 11x earnings. Pays a small yield, but at a low payout ratio. They can increase that or do more acquisitions. Strong price momentum. (Analysts’ price target is $47.79)
DON'T BUY
Large higher-end home builder in the U.S. Technically has come back. Still negative earnings. Too late in the cycle. Chart looks good but fundamentals aren't supporting the story. You want both fundamentals and price chart, and we don't have the fundamentals in this one yet.
COMMENT

His model price is $32 and this is at a very good support level. If you like the homebuilders, this is probably a very low risk trade.

DON'T BUY

Had a nice run a year ago and then pulled back. She has not gone back to the home builders here. Use HD-N to participate in the housing sector.

HOLD

Largest homebuilder in the US. If you own, continue to hold because he feels the US housing recovery has just taken a bit of a pause. He has seen some numbers recently that are a little bit better. He can foresee even better numbers going forward as the economy picks up.

BUY

(Market Call Minute) Likes the home building sector.

BUY

The home builders are very cyclical and momentum oriented. Below $80, she would buy it. They will participate in home building as well as reconstruction. They intend to return capital to shareholders and buy back stock.

PAST TOP PICK

(A Top Pick Jan 17/13. Down 1.95%.) Started to do well and then with the interest rates starting to move up and the 10 year yields moving up in the US, the stock started to fall off. However, in the last 6 months, the stock is up 30%. He is still very optimistic on the US housing market.

COMMENT

Believes the US housing is on the road to recovery and is in the early stages. Homebuilders as a group tend to be very cyclical and very volatile. In the early part of the cycle they may get ahead of themselves, which may have happened in this case. There are other ways you can play the housing recovery. This one will probably be higher in a year or 2. She plays the housing market indirectly. (See Top Picks.)

COMMENT

A high beta stock so it is going to move really fast with the market. Has come off due to bond yields and interest rates moving up in the US. Thinks US interest rates have probably moved too fast. Eventually interest-rates will continue to move. His understanding is that homebuilders are slowing their buildings so that they can increase their prices. For the time being, he still likes this one. Keep an eye on mortgage rates and bond yields in the US.

HOLD

Home-building stocks have been hurt rather badly in the last little while. Thinks this is because interest rates have been moving higher and mortgage rates will be a little more difficult to get in the US. However, he is still a big believer in the sector.

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