Equities Analysts Set Expectations for Lennar Q4 Earnings

Lennar Co. (NYSE:LEN) – Equities researchers at Zacks Research raised their Q4 2025 EPS estimates for Lennar in a report released on Wednesday, March 19th. Zacks Research analyst R. Department now anticipates that the construction company will post earnings of $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 commented on the company. Evercore ISI reissued an “in-line” rating and issued a $131.00 price objective (down previously from $159.00) on shares of Lennar in a report on Monday. Keefe, Bruyette & Woods decreased their price target on Lennar from $141.00 to $128.00 and set a “market perform” rating on the stock in a research report on Tuesday. Bank of America reduced their target price on Lennar from $140.00 to $130.00 and set a “neutral” rating on the stock in a report on Tuesday, March 18th. Wolfe Research lowered shares of Lennar from an “outperform” rating to a “peer perform” rating in a report on Wednesday, January 8th. Finally, The Goldman Sachs Group dropped their target price on Lennar from $141.00 to $120.00 and set a “neutral” rating for the company in a research report on Tuesday. 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 stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $151.07.

Lennar Trading Up 0.2 %

LEN opened at $117.81 on Monday. The stock has a market capitalization of $31.28 billion, a P/E ratio of 8.22, a P/E/G ratio of 1.24 and a beta of 1.69. The firm’s fifty day simple moving average is $125.47 and its 200 day simple moving average is $152.27. 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 12 month low of $111.26 and a 12 month high of $187.61.

Lennar (NYSE:LEN) last issued its 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. The company had revenue of $7.63 billion during the quarter, compared to analysts’ expectations of $7.44 billion. Lennar had a net margin of 11.10% and a return on equity of 13.93%. The business’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.57 EPS.

Institutional Investors Weigh In On Lennar

Large investors have recently modified their holdings of the stock. Centaurus Financial Inc. raised its position in shares of Lennar by 2.5% in the third quarter. Centaurus Financial Inc. now owns 2,937 shares of the construction company’s stock valued at $551,000 after purchasing an additional 71 shares during the period. Armstrong Advisory Group Inc. lifted its holdings in shares of Lennar by 69.4% in 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 during the last quarter. Wolff Wiese Magana LLC boosted its position in Lennar by 51.0% during the fourth quarter. Wolff Wiese Magana LLC now owns 234 shares of the construction company’s stock valued at $32,000 after buying an additional 79 shares during the period. Howard Capital Management Inc. increased its stake in Lennar by 0.3% in the 4th quarter. Howard Capital Management Inc. now owns 28,836 shares of the construction company’s stock worth $3,932,000 after purchasing an additional 81 shares during the period. Finally, Premier Path Wealth Partners LLC boosted its position in Lennar by 2.1% during the 4th quarter. Premier Path Wealth Partners LLC now owns 4,284 shares of the construction company’s stock valued at $584,000 after buying an additional 87 shares during the period. Hedge funds and other institutional investors own 81.10% of the company’s stock.

Lennar Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 12th. Stockholders of record on Wednesday, January 29th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 1.70%. The ex-dividend date of this dividend was Wednesday, January 29th. Lennar’s dividend payout ratio is presently 14.57%.

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.