PHM at a glance
PulteGroup (PHM, SEC CIK 822416) filed its latest 10-K annual report on February 4, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), PulteGroup (PHM) reported revenue of $17.3 billion (down 3.5% from FY2024) and net income of $2.2 billion. Diluted EPS was $11.12.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding PulteGroup (PHM) shares worth $13.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Koart Matthew William on May 27, 2026 of 7,457 shares at $120.00 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $17.3B
- −3.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 45 funds
- $13.2B · +2 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Homebuilding and related real estate development activities
- No new products, services, or segments introduced or emphasized in 2026 filing
- Strategic focus on corporate governance enhancements including updated insider trading policy filed as Exhibit 19
- Notable governance update: Certificate of Elimination of Series A Junior Participating Preferred Shares dated June 2, 2025
- Filing includes Fourth Amended and Restated Credit Agreement dated February 4, 2026, reflecting recent financing arrangements
Risk Factors
- Operational risk from IT failures or data breaches with quarterly CIO and CISO reports to Audit Committee
- Cybersecurity Incident Response Plan activated upon threat detection, with senior management and Board notifications as needed
- Governance risk mitigated by CIO with 30+ years experience and CISO certified by ISACA managing information security team
AI summary of the PHM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Homebuilding revenue $3.89B, down 10% YoY; net income $472.0M vs $608.5M
- Home-sale gross margin 25.0% vs 27.0%; SG&A margin 10.1% vs 9.1%
- Florida strongest segment: $1.05B revenue, up 1%; West weakest: $780.1M, down 20%
- Cash $1.3B, restricted cash $41.6M, revolver availability $1.4B; share repurchases $681.2M year-to-date
- Near-term headwinds: elevated mortgage rates, affordability challenges, incentives, higher land costs, and macroeconomic volatility
Risk Factors
- No risk-factors section provided; changes from the latest 10-K cannot be assessed
- Share-repurchase authorization increased by $1.5 billion on April 22, 2026
- $1.8 billion remained available for repurchases as of June 30, 2026
- 3,123,216 shares repurchased during the quarter at an average $119.42 per share
AI summary of the PHM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Pulte Mortgage secured $625 million in mortgage-origination financing capacity
- Facility expires August 10, 2027, unless commitments terminate earlier
Item 2.02: Results of Operations and Financial Condition
- Filing contains only PulteGroup’s signature block dated July 22, 2026
- No earnings figures, operating results, or financial condition information included in the provided Item 2.02 text
Item EX-99.1: Item EX-99.1
- Q2 net income $472M and diluted EPS $2.48, down from $608M and $3.03 year over year
- Home-sale revenue fell 11% to $3.8B as closings declined 8% to 6,997 and average selling price declined 3% to $544,000
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected, with terms extending to the 2027 annual meeting
- Bryce Blair received the highest opposition, with 23,879,966 votes against
AI summaries of PHM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PHM
Don't miss the next PHM filing
- Alerts as it files. A push when PHM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PHM, by share count.
- Ask anything. An AI agent that reads every PHM filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BLAIR BRYCE | G | Jul 30, 2026 | 7,639 | - |
| BLAIR BRYCE | G | Jul 30, 2026 | 7,639 | - |
| HENRY KEVIN A | F | Jun 22, 2026 | 2,093 | $126.02 |
| Koart Matthew William | Sell | May 27, 2026 | 7,457 | $120.00 |
| Koart Matthew William | F | May 18, 2026 | 6,861 | $111.77 |
| Snyder Lila | Sell | May 8, 2026 | 3,339 | $117.18 |
| GRISE CHERYL W | A | Apr 29, 2026 | 1,507 | - |
| Actis-Grande Kristen | A | Apr 29, 2026 | 1,507 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $16.1B | $17.9B | $17.3B |
| Net Income | $2.6B | $3.1B | $2.2B |
| Net Margin | 16.2% | 17.2% | 12.8% |
| Balance Sheet | |||
| Total Assets | $16.1B | $17.4B | $18.0B |
| Equity | $10.4B | $12.1B | $13.0B |
| ROE | 25.1% | 25.4% | 17.1% |
| Per Share | |||
| EPS | - | $14.69 | $11.12 |
| Cash Flow | |||
| Operating CF | $2.2B | $1.7B | $1.9B |
| CapEx | $92.2M | $118.5M | $122.7M |
Source: XBRL data in PulteGroup (PHM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PHM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $13.17B |
| Q1 2026 | 43 | $11.37B |
| Q4 2025 | 41 | $9.91B |
| Q3 2025 | 40 | $13.78B |
| Q2 2025 | 38 | $10.84B |
| Q1 2025 | 36 | $8.39B |
| Q4 2024 | 31 | $8.11B |
| Q3 2024 | 27 | $6.31B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 301 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PHM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 10-Q | Jul 22, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | May 27, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 23, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 4 | Feb 24, 2026 | - | - | - |
| 8-K | Feb 20, 2026 | - | - | |
| 4 | Feb 12, 2026 | - | - |
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PHM SEC filings: frequently asked questions
Which institutions hold PHM stock?
As of June 30, 2026, the largest PulteGroup (PHM) holders among the 13F filers tracked by SignalX were BlackRock ($2.6 billion), Franklin Resources ($2.1 billion), Vanguard Capital Management LLC ($1.7 billion), State Street Corp ($1.3 billion), Vanguard Portfolio Management LLC ($1.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PHM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), PulteGroup (PHM) reported revenue of $17.3 billion (down 3.5% from FY2024) and net income of $2.2 billion. Diluted EPS was $11.12. The figures come from the XBRL data in the 10-K.
What are the main risks in PHM's latest 10-K?
In the 10-K filed February 4, 2026, PulteGroup (PHM) flagged: Operational risk from IT failures or data breaches with quarterly CIO and CISO reports to Audit Committee. Cybersecurity Incident Response Plan activated upon threat detection, with senior management and Board notifications as needed. (AI summary of the Risk Factors section.)
What did PHM report in its latest 8-K?
PulteGroup (PHM) filed an 8-K on August 12, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Pulte Mortgage secured $625 million in mortgage-origination financing capacity.
What are the latest PHM SEC filings?
PulteGroup (PHM) filed its latest 10-K annual report on February 4, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on September 11, 2026.
What is PHM's SEC CIK number?
PulteGroup (PHM)'s SEC Central Index Key (CIK) is 822416. EDGAR lists every PHM filing under that number.
Ask anything about PHM
The research agent reads PHM's filings, financials, insider trades and 13F holders, then answers with sources.