What is Zacks Research’s Estimate for Lennar Q2 Earnings?

Lennar Co. (NYSE:LEN) – Equities researchers at Zacks Research upped their Q2 2026 earnings per share (EPS) estimates for shares of Lennar in a report issued on Wednesday, January 8th. Zacks Research analyst R. Department now anticipates that the construction company will post earnings of $3.85 per share for the quarter, up from their previous forecast of $3.75. The consensus estimate for Lennar’s current full-year earnings is $14.11 per share. Zacks Research also issued estimates for Lennar’s Q3 2026 earnings at $4.68 EPS, Q4 2026 earnings at $4.90 EPS and FY2027 earnings at $16.12 EPS.

Lennar (NYSE:LEN) last issued its quarterly earnings results on Wednesday, December 18th. The construction company reported $4.03 EPS for the quarter, missing the consensus estimate of $4.15 by ($0.12). The business had revenue of $9.95 billion during the quarter, compared to the consensus estimate of $10.06 billion. Lennar had a return on equity of 15.47% and a net margin of 11.51%. The business’s quarterly revenue was down 9.3% on a year-over-year basis. During the same period in the prior year, the firm earned $4.82 earnings per share.

Other analysts have also issued research reports about the company. Bank of America lifted their price objective on Lennar from $171.00 to $190.00 and gave the stock a “neutral” rating in a report on Thursday, September 19th. UBS Group decreased their price objective on Lennar from $205.00 to $192.00 and set a “buy” rating on the stock in a report on Wednesday. Evercore ISI decreased their price objective on Lennar from $240.00 to $236.00 and set an “outperform” rating on the stock in a report on Monday, September 23rd. Wells Fargo & Company decreased their price objective on Lennar from $180.00 to $165.00 and set an “equal weight” rating on the stock in a report on Tuesday, December 17th. Finally, BTIG Research lowered Lennar from a “buy” rating to a “neutral” rating in a research note on Friday, December 20th. One analyst has rated the stock with a sell rating, fourteen have issued a hold rating and six have issued a buy rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $171.50.

Lennar Price Performance

Shares of NYSE:LEN opened at $129.58 on Friday. Lennar has a 1-year low of $129.36 and a 1-year high of $193.80. The firm has a market capitalization of $35.15 billion, a PE ratio of 8.58, a PEG ratio of 1.28 and a beta of 1.66. The business’s 50 day moving average is $156.42 and its 200-day moving average is $167.67. The company has a current ratio of 4.90, a quick ratio of 0.98 and a debt-to-equity ratio of 0.08.

Insider Transactions at Lennar

In other news, Director Jeffrey Sonnenfeld sold 17,500 shares of the business’s stock in a transaction on Monday, October 28th. The stock was sold at an average price of $175.13, for a total transaction of $3,064,775.00. Following the completion of the sale, the director now owns 23,689 shares in the company, valued at $4,148,654.57. The trade was a 42.49 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 9.36% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Lennar

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. ORG Wealth Partners LLC bought a new stake in Lennar in the fourth quarter valued at about $32,000. Wealth Enhancement Advisory Services LLC increased its holdings in Lennar by 0.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 203,639 shares of the construction company’s stock valued at $27,770,000 after purchasing an additional 723 shares during the last quarter. One Wealth Capital Management LLC bought a new stake in Lennar in the fourth quarter valued at about $246,000. Nordea Investment Management AB increased its holdings in Lennar by 21.4% in the fourth quarter. Nordea Investment Management AB now owns 2,250,626 shares of the construction company’s stock valued at $308,696,000 after purchasing an additional 397,492 shares during the last quarter. Finally, Oddo BHF Asset Management Sas bought a new stake in Lennar in the third quarter valued at about $2,543,000. 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.