Wedbush Brokers Decrease Earnings Estimates for Lennar

Lennar Co. (NYSE:LEN) – Analysts at Wedbush decreased their Q2 2025 earnings per share (EPS) estimates for Lennar in a research report issued on Monday, March 24th. Wedbush analyst J. Mccanless now anticipates that the construction company will post earnings of $2.00 per share for the quarter, down from their previous estimate of $2.47. Wedbush currently has a “Neutral” rating and a $158.00 target price on the stock. The consensus estimate for Lennar’s current full-year earnings is $12.48 per share. Wedbush also issued estimates for Lennar’s Q3 2025 earnings at $2.47 EPS, Q4 2025 earnings at $3.22 EPS, FY2025 earnings at $9.65 EPS, Q1 2026 earnings at $1.85 EPS, Q2 2026 earnings at $2.19 EPS, Q3 2026 earnings at $2.70 EPS, Q4 2026 earnings at $3.69 EPS and FY2026 earnings at $10.42 EPS.

Lennar (NYSE:LEN) last announced its quarterly earnings data on Thursday, March 20th. The construction company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.70 by $0.44. Lennar had a return on equity of 13.93% and a net margin of 11.10%. The firm had revenue of $7.63 billion during the quarter, compared to the consensus estimate of $7.44 billion. During the same quarter in the previous year, the company posted $2.57 earnings per share. The business’s revenue was up 4.4% on a year-over-year basis.

Other analysts have also recently issued reports about the company. Wolfe Research cut Lennar from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 8th. Evercore ISI restated an “in-line” rating and issued a $131.00 price objective (down from $159.00) on shares of Lennar in a report on Monday, March 24th. BTIG Research downgraded Lennar from a “buy” rating to a “neutral” rating in a report on Friday, December 20th. The Goldman Sachs Group dropped their price target on Lennar from $141.00 to $120.00 and set a “neutral” rating on the stock in a research report on Tuesday. Finally, UBS Group lowered their price objective on Lennar from $183.00 to $164.00 and set a “buy” rating for the company in a research report on Monday, March 24th. Fifteen research analysts have rated the stock with a hold rating, four have assigned a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, Lennar currently has a consensus rating of “Hold” and an average target price of $151.07.

Lennar Trading Down 3.5 %

Shares of LEN opened at $113.83 on Thursday. The stock has a market capitalization of $30.22 billion, a P/E ratio of 7.94, a PEG ratio of 1.24 and a beta of 1.69. The firm has a fifty day simple moving average of $124.05 and a two-hundred day simple moving average of $151.33. The company has a quick ratio of 1.06, a current ratio of 4.71 and a debt-to-equity ratio of 0.08. Lennar has a twelve month low of $111.26 and a twelve month high of $187.61.

Lennar Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 12th. Shareholders of record on Wednesday, January 29th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Wednesday, January 29th. This represents a $2.00 annualized dividend and a yield of 1.76%. Lennar’s dividend payout ratio is 14.57%.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Wealth Enhancement Advisory Services LLC increased its holdings in Lennar by 0.7% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 204,431 shares of the construction company’s stock worth $27,878,000 after buying an additional 1,515 shares in the last quarter. Centaurus Financial Inc. raised its holdings in shares of Lennar by 7.2% during the fourth quarter. Centaurus Financial Inc. now owns 3,149 shares of the construction company’s stock valued at $429,000 after purchasing an additional 212 shares during the last quarter. Cim LLC lifted its position in Lennar by 0.7% during the fourth quarter. Cim LLC now owns 29,702 shares of the construction company’s stock valued at $4,050,000 after purchasing an additional 212 shares during the period. Park Square Financial Group LLC purchased a new stake in Lennar in the fourth quarter worth approximately $47,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH purchased a new stake in Lennar during the 4th quarter valued at $17,586,000. Hedge funds and other institutional investors own 81.10% of the company’s stock.

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.