PulteGroup (PHM) delivered mixed results in Q2 FY2026 on revenue of $4.0B versus the $3.9B estimate (-9.6% YoY) and EPS of $2.48. The next PulteGroup (PHM) earnings date is Oct 20, 2026. Below is the full PulteGroup earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
PulteGroup (PHM) Earnings Analysis — key stats
Next earnings date
Oct 20, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±3.9% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 2 (of the last 8 reports)
Implied move (next report)
±15.2% (options-derived · into Oct 20, 2026)
Institutional ownership
76.1% (13F as of 2026-06-30)
Top 10 holders
46.3% (of shares outstanding)
Insider activity
7 buys / 4 sells (recent Form 4 filings)
Revenue
$4.0B (vs $3.9B est · +1.0% surprise · -9.6% YoY)
EPS
$2.48 (vs $2.36 est · +5.1% surprise · -19.3% YoY)
Share price
$130.18 (-0.3%)
Market cap
$25.1B
PulteGroup (PHM) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$4.0B vs $3.9B est
$2.48 vs $2.36 est
+5.1%
+0.3%
Mixed
Q2 FY2026
$3.4B vs $3.4B est
$1.79 vs $1.81 est
-1.1%
+0.0%
In line
Q1 FY2026
$4.6B vs $4.3B est
$2.58 vs $2.81 est
-8.2%
+1.5%
Mixed
Q4 FY2025
$4.4B vs $4.3B est
$2.96 vs $2.89 est
+2.4%
-2.5%
Beat
Q3 FY2025
$4.4B vs $4.4B est
$3.03 vs $2.95 est
+2.7%
+9.8%
Mixed
Q2 FY2025
$3.9B vs $3.8B est
$2.57 vs $2.43 est
+5.8%
+8.5%
Mixed
Q1 FY2025
$4.9B vs $4.6B est
$3.50 vs $3.28 est
+6.7%
+0.7%
Beat
Q4 FY2024
$4.5B vs $4.3B est
$3.35 vs $3.11 est
+7.7%
-7.7%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
9.8%
18.7M
$2.6B
-2.7%
Franklin Resources INC
8.1%
15.6M
$2.1B
+3.9%
Vanguard Capital Management LLC
6.5%
12.5M
$1.7B
-0.4%
State Street Corp
4.8%
9.2M
$1.3B
+3.2%
Undisclosed filer
4.3%
8.2M
$1.1B
-0.2%
Fmr LLC
3.1%
6.0M
$828.4M
+12.3%
Greenhaven Associates INC
2.8%
5.5M
$748.6M
-0.7%
Geode Capital Management, LLC
2.8%
5.3M
$720.7M
+0.1%
Norges Bank
2.3%
4.3M
$595.4M
+100.0%
Price T Rowe Associates INC /Md/
1.9%
3.6M
$490.7M
-34.8%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
HENRY KEVIN A
officer: EVP and Chief People Officer
2026-06-22
Sell
2K
$263749
Koart Matthew William
officer: Exec. VP & COO
2026-05-27
Sell
7K
$894840
Koart Matthew William
officer: Exec. VP & COO
2026-05-18
Sell
7K
$766854
Snyder Lila
director
2026-05-08
Sell
3K
$391264
Schall Benjamin
director
2026-04-29
Buy
2K
—
Schall Benjamin
director
2026-04-29
Other
0
—
BLAIR BRYCE
director
2026-04-29
Buy
2K
—
GRISE CHERYL W
director
2026-04-29
Buy
2K
—
What you'll find
Next PulteGroup (PHM) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment PulteGroup reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in PulteGroup (PHM)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is PulteGroup's next earnings date?
PulteGroup's (PHM) next scheduled earnings date is Oct 20, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did PulteGroup (PHM) beat or miss earnings?
In Q2 FY2026, PulteGroup (PHM) posted mixed results — revenue of $4.0B versus the $3.9B estimate (+1.0% surprise) and EPS of $2.48 versus $2.36 expected (+5.1% surprise). Magnisto decodes every PulteGroup (PHM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does PulteGroup beat earnings estimates?
Over its last 8 reported quarters, PulteGroup (PHM) beat Wall Street EPS estimates 6 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every PulteGroup (PHM) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does PulteGroup stock move after earnings?
Over its last 8 quarterly reports, PulteGroup (PHM) moved an average of ±3.9% the day after earnings — ranging from -7.7% (Q4 FY2024) to +9.8% (Q3 FY2025). The stock rose after 5 of those 8 reports and fell after 2. Heading into its next report on Oct 20, 2026, options-implied volatility is pricing in a move of roughly ±15.2% (derived). Magnisto tracks the realized post-earnings move for every PulteGroup (PHM) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of PulteGroup?
Institutions hold about 76.1% of PulteGroup's (PHM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (9.8%), Franklin Resources INC (8.1%), Vanguard Capital Management LLC (6.5%). Magnisto lists PulteGroup's (PHM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling PulteGroup (PHM)?
In the most recent Form 4 filings Magnisto tracks, PulteGroup (PHM) insiders recorded 7 purchases and 4 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for PulteGroup (PHM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for PulteGroup (PHM), anchored to the current $130.18 share price, so you can weigh the bull, base and bear cases for PulteGroup side by side.
Is PulteGroup (PHM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether PulteGroup fits your own thesis and risk profile. This is research, not investment advice.