Zacks Research Issues Positive Forecast for Lennar Earnings

Lennar Co. (NYSE:LEN) – Equities researchers at Zacks Research boosted their Q4 2025 earnings per share estimates for Lennar in a research report issued to clients and investors on Wednesday, March 19th. Zacks Research analyst R. Department now forecasts that the construction company will earn $4.06 per share for the quarter, up from their prior estimate 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.

Several other equities research analysts also recently weighed in on the company. Citigroup reduced their price target on Lennar from $196.00 to $150.00 and set a “neutral” rating on the stock in a report on Monday, January 6th. Royal Bank of Canada decreased their target price on Lennar from $125.00 to $122.00 and set a “sector perform” rating for the company in a research report on Monday. The Goldman Sachs Group cut their price target on shares of Lennar from $190.00 to $162.00 and set a “neutral” rating on the stock in a report on Monday, December 23rd. BTIG Research lowered shares of Lennar from a “buy” rating to a “neutral” rating in a report on Friday, December 20th. Finally, Barclays dropped their target price on shares of Lennar from $121.00 to $110.00 and set an “equal weight” rating on the stock in a research note on Monday. Fifteen investment analysts have rated the stock with a hold rating, four have given a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, Lennar has an average rating of “Hold” and a consensus target price of $154.73.

Lennar Trading Up 2.0 %

Shares of LEN opened at $117.52 on Monday. The company’s fifty day simple moving average is $125.81 and its 200-day simple moving average is $152.70. The company has a market cap of $31.20 billion, a P/E ratio of 8.20, a P/E/G ratio of 1.24 and a beta of 1.69. The company has a current ratio of 4.71, a quick ratio of 1.06 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 (NYSE:LEN) last issued its quarterly earnings data on Thursday, March 20th. The construction company reported $2.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.70 by $0.44. The business had revenue of $7.63 billion for the quarter, compared to the consensus estimate of $7.44 billion. Lennar had a return on equity of 13.93% and a net margin of 11.10%. The company’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same period in the prior year, the business posted $2.57 earnings per share.

Hedge Funds Weigh In On Lennar

A number of large investors have recently added to or reduced their stakes in LEN. Centaurus Financial Inc. raised its stake in shares of Lennar by 2.5% during the 3rd quarter. Centaurus Financial Inc. now owns 2,937 shares of the construction company’s stock worth $551,000 after acquiring an additional 71 shares in the last quarter. Armstrong Advisory Group Inc. grew its holdings in Lennar by 69.4% in the fourth quarter. Armstrong Advisory Group Inc. now owns 183 shares of the construction company’s stock worth $25,000 after purchasing an additional 75 shares during the last quarter. Wolff Wiese Magana LLC increased its position in shares of Lennar by 51.0% during the fourth quarter. Wolff Wiese Magana LLC now owns 234 shares of the construction company’s stock worth $32,000 after purchasing an additional 79 shares in the last quarter. Howard Capital Management Inc. lifted its holdings in shares of Lennar by 0.3% during the 4th 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 during the last quarter. Finally, Premier Path Wealth Partners LLC boosted its position in shares of Lennar by 2.1% in the 4th quarter. Premier Path Wealth Partners LLC now owns 4,284 shares of the construction company’s stock worth $584,000 after purchasing an additional 87 shares in the last quarter. 81.10% of the stock is currently owned by institutional investors.

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 given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.70%. The ex-dividend date was Wednesday, January 29th. Lennar’s payout ratio is currently 14.57%.

About Lennar

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.