Homebuilders have not had a great 2024 so far, as the industry as a whole has been lagging behind the S&P year-to-date. This is primarily due to relatively hawkish Fed policy on continued high inflation, resulting in higher mortgageI am a sophomore at USC (class of 2027) studying economics and accounting and aiming for an equity research-related career path, and Seeking Alpha serves as the place for me to put up all of my pitches. I conduct generalist equity research, but at the moment I am focusing on US b ...

The U.S. housing market is trying to bounce back after a difficult 2023 and the first half of this year. Homebuilder confidence rebounded in September after hitting a low in the past four months. Also, housing starts and building permits rebounded, bringing a glimmer of hope to the housing sector.The Federal Reserve’s rate cut is going to help the sector in the near term as mortgage rates are likely to decline further. It would thus be prudent to invest in homebuilding stocks. We have narrowed our search to ...

For Immediate ReleasesChicago, IL – September 20 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Century Communities, Inc. (CCS) , M/I Homes, Inc. (MHO) , Meritage Homes Corp. (MTH) , PulteGroup, Inc. (PHM) and Taylor Morrison Home Corp. (TMHC) .Here are highlights from Friday’s Analyst Blog: 5 Housing Stocks to ...

For those looking to find strong Construction stocks, it is prudent to search for companies in the group that are outperforming their peers. PulteGroup (PHM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Construction sector should help us answer this question.PulteGroup is one of 91 individual stocks in the Construction sector. ...

PulteGroup (PHM) ended the recent trading session at $132.70, demonstrating a +0.84% swing from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.45%. Elsewhere, the Dow lost 0.23%, while the tech-heavy Nasdaq added 0.84%.Shares of the homebuilder witnessed a gain of 7.9% over the previous month, beating the performance of the Construction sector with its gain of 1.61% and the S&P 500's gain of 2.54%.The investment community will be paying close attention to the earnings pe ...

文章核心观点 - 公司通过灵活的土地管理策略、提高生产效率和降低木材价格等关键因素,在当前波动的市场环境中表现出色 [4][5][6][7] - 公司采取平衡价格、节奏和投资的方式,而非单纯追求高利润率,有利于提高资本回报率(ROE) [8] - 公司采取均衡的经营模式,包括投机性和定制建造,以应对市场变化 [9][10] 根据相关目录分别进行总结 公司土地管理和灵活性 - 公司增加使用土地期权,目前占总控制土地的53%,通过与第三方土地银行家合作降低资本风险 [4][5] - 这种灵活的土地管理方式提高了公司的流动性和资本效率,同时也减少了对债务的依赖 [6][7] 公司定价策略和经营模式 - 公司强调平衡价格、节奏和投资,而非单纯追求高利润率,有利于提高资本回报率(ROE) [8] - 公司采取均衡的经营模式,包括投机性和定制建造,以应对市场变化 [9][10] 行业前景和公司展望 - 预计联储9月降息可能会进一步推动房地产市场,利好公司及同行 [2] - 公司预计未来3-5年业务增长5%-10%,受益于低库存、购房需求和有利的人口趋势 [10]

Shares of PulteGroup (PHM) have been strong performers lately, with the stock up 0.5% over the past month. The stock hit a new 52-week high of $136.47 in the previous session. PulteGroup has gained 29.5% since the start of the year compared to the 19% move for the Zacks Construction sector and the 25.8% return for the Zacks Building Products - Home Builders industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus esti ...

The Construction group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. PulteGroup (PHM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Construction sector should help us answer this question.PulteGroup is a member of the Construction sector. This group includes ...

Affordability issues have largely impacted home buyer’s sentiments all through the year. Their incomes were also stretched due to elevated interest rates, a frustration for the housing market. However, with interest rate cut expectations growing, mortgage rates dropped to their lowest level this year.With mortgage rates sliding, things are hunky-dory for PulteGroup, Inc. (PHM) , KB Home (KBH) and Toll Brothers, Inc. (TOL) making them enticing buys.Mortgage Rates Fall Under 6.5%For the week ending on Aug 22, ...

A month has gone by since the last earnings report for PulteGroup (PHM) . Shares have added about 4.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is PulteGroup due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. PulteGroup Q2 Earnings & Revenues Top, Margins Rise Y/ ...