Zacks Research Brokers Lift Earnings Estimates for Lennar

Lennar Co. (NYSE:LEN) – Equities researchers at Zacks Research lifted their Q4 2025 earnings estimates for Lennar in a research note issued to investors on Wednesday, March 19th. Zacks Research analyst R. Department now anticipates that the construction company will earn $4.06 per share for the quarter, up from their previous forecast of $4.05. The consensus estimate for Lennar’s current full-year earnings is $12.48 per share. Zacks Research also issued estimates for Lennar’s Q4 2026 earnings at $4.91 EPS and FY2026 earnings at $15.98 EPS.

Other equities analysts have also issued reports about the stock. Keefe, Bruyette & Woods lowered shares of Lennar from an “outperform” rating to a “market perform” rating and cut their price objective for the company from $152.00 to $141.00 in a report on Tuesday, March 11th. Seaport Res Ptn upgraded shares of Lennar from a “hold” rating to a “strong-buy” rating in a report on Thursday, March 6th. UBS Group cut their price objective on shares of Lennar from $205.00 to $192.00 and set a “buy” rating on the stock in a report on Wednesday, January 8th. Bank of America cut their price objective on shares of Lennar from $140.00 to $130.00 and set a “neutral” rating on the stock in a report on Tuesday, March 18th. Finally, Citigroup cut their target price on shares of Lennar from $196.00 to $150.00 and set a “neutral” rating on the stock in a report on Monday, January 6th. Fourteen equities research analysts have rated the stock with a hold rating, five have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $164.53.

Lennar Trading Down 4.1 %

Shares of NYSE LEN opened at $115.09 on Monday. The company’s 50 day simple moving average is $126.09 and its 200 day simple moving average is $153.13. Lennar has a fifty-two week low of $111.26 and a fifty-two week high of $187.61. The firm has a market capitalization of $30.56 billion, a P/E ratio of 8.03, a P/E/G ratio of 1.24 and a beta of 1.69. The company has a debt-to-equity ratio of 0.08, a current ratio of 4.71 and a quick ratio of 1.06.

Lennar (NYSE:LEN) last released its quarterly earnings results on Thursday, March 20th. The construction company reported $2.14 EPS for the quarter, beating the consensus estimate of $1.70 by $0.44. Lennar had a net margin of 11.10% and a return on equity of 13.93%. The business had revenue of $7.63 billion for the quarter, compared to analysts’ expectations of $7.44 billion. During the same period in the prior year, the firm earned $2.57 earnings per share. Lennar’s revenue was up 4.4% compared to the same quarter last year.

Institutional Investors Weigh In On Lennar

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Centaurus Financial Inc. raised its holdings in shares of Lennar by 2.5% during the third quarter. Centaurus Financial Inc. now owns 2,937 shares of the construction company’s stock worth $551,000 after acquiring an additional 71 shares during the period. Armstrong Advisory Group Inc. grew its position in Lennar by 69.4% in the fourth quarter. Armstrong Advisory Group Inc. now owns 183 shares of the construction company’s stock valued at $25,000 after purchasing an additional 75 shares in the last quarter. Wolff Wiese Magana LLC grew its position in Lennar by 51.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 234 shares of the construction company’s stock valued at $32,000 after purchasing an additional 79 shares in the last quarter. Howard Capital Management Inc. grew its position in Lennar by 0.3% in the fourth quarter. Howard Capital Management Inc. now owns 28,836 shares of the construction company’s stock valued at $3,932,000 after purchasing an additional 81 shares in the last quarter. Finally, Premier Path Wealth Partners LLC grew its position in Lennar by 2.1% in the fourth quarter. Premier Path Wealth Partners LLC now owns 4,284 shares of the construction company’s stock valued at $584,000 after purchasing an additional 87 shares in the last quarter. 81.10% of the stock is currently owned by institutional investors and hedge funds.

Lennar Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, February 12th. Investors of record on Wednesday, January 29th were issued a dividend of $0.50 per share. The ex-dividend date was Wednesday, January 29th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 1.74%. Lennar’s payout ratio is 13.95%.

Lennar Company Profile

Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company’s homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land; and development, construction, and management of multifamily rental properties.