Brokers Set Expectations for Lennar’s Q2 Earnings (NYSE:LEN)

Lennar Co. (NYSE:LEN) – Research analysts at Seaport Res Ptn dropped their Q2 2025 earnings estimates for shares of Lennar in a research note issued to investors on Monday, March 24th. Seaport Res Ptn analyst K. Zener now forecasts that the construction company will earn $2.00 per share for the quarter, down from their previous estimate of $2.56. Seaport Res Ptn has a “Strong-Buy” rating on the stock. The consensus estimate for Lennar’s current full-year earnings is $12.48 per share. Seaport Res Ptn also issued estimates for Lennar’s Q3 2025 earnings at $3.16 EPS, Q4 2025 earnings at $3.07 EPS, FY2025 earnings at $10.39 EPS and FY2026 earnings at $10.60 EPS.

Lennar (NYSE:LEN) last issued its earnings results on Thursday, March 20th. The construction company reported $2.14 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $7.63 billion during the quarter, compared to analysts’ expectations of $7.44 billion. During the same quarter last year, the company posted $2.57 earnings per share. The firm’s revenue was up 4.4% compared to the same quarter last year.

Several other research firms have also recently issued reports on LEN. Evercore ISI reiterated an “in-line” rating and issued a $131.00 target price (down from $159.00) on shares of Lennar in a research note on Monday, March 24th. Barclays decreased their target price on Lennar from $121.00 to $110.00 and set an “equal weight” rating on the stock in a research report on Monday, March 24th. Keefe, Bruyette & Woods dropped their price target on Lennar from $141.00 to $128.00 and set a “market perform” rating for the company in a research report on Tuesday. The Goldman Sachs Group decreased their price objective on Lennar from $141.00 to $120.00 and set a “neutral” rating on the stock in a report on Tuesday. Finally, BTIG Research cut shares of Lennar from a “buy” rating to a “neutral” rating in a research report on Friday, December 20th. Fifteen equities research analysts have rated the stock with a hold rating, four have given a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $151.07.

Lennar Stock Performance

Shares of LEN stock opened at $113.83 on Thursday. Lennar has a 52-week low of $111.26 and a 52-week high of $187.61. The stock has a market cap of $30.22 billion, a PE ratio of 7.94, a price-to-earnings-growth ratio of 1.24 and a beta of 1.69. The business has a 50-day simple moving average of $124.05 and a 200-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 Announces Dividend

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

Institutional Trading of Lennar

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Armstrong Advisory Group Inc. lifted its stake in Lennar by 69.4% during the 4th quarter. Armstrong Advisory Group Inc. now owns 183 shares of the construction company’s stock worth $25,000 after acquiring an additional 75 shares in the last quarter. Crews Bank & Trust purchased a new stake in Lennar during the 4th quarter worth approximately $25,000. Hurley Capital LLC acquired a new stake in Lennar during the 4th quarter worth approximately $26,000. SBI Securities Co. Ltd. acquired a new position in shares of Lennar in the fourth quarter worth $28,000. Finally, Ameriflex Group Inc. purchased a new stake in shares of Lennar during the fourth quarter worth $30,000. 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.