Brokers Issue Forecasts for Lennar’s Q4 Earnings (NYSE:LEN)

Lennar Co. (NYSE:LEN) – Equities research analysts at Zacks Research upped their Q4 2025 EPS estimates for shares of Lennar in a note issued to 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 previous 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.

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

Several other brokerages also recently commented on LEN. Wolfe Research downgraded shares of Lennar from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 8th. Wedbush reissued a “neutral” rating and set a $158.00 price target on shares of Lennar in a research note on Monday, March 17th. Evercore ISI reaffirmed an “in-line” rating and issued a $131.00 price objective (down previously from $159.00) on shares of Lennar in a research note on Monday. JPMorgan Chase & Co. decreased their target price on shares of Lennar from $192.00 to $173.00 and set a “neutral” rating on the stock in a research report on Friday, December 13th. Finally, Wells Fargo & Company lowered their price target on Lennar from $130.00 to $125.00 and set an “equal weight” rating for the company in a research report on Tuesday, March 18th. Fifteen analysts have rated the stock with a hold rating, four have given a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, Lennar currently has an average rating of “Hold” and a consensus price target of $151.07.

Lennar Trading Up 0.2 %

Lennar stock opened at $117.81 on Monday. Lennar has a 52-week low of $111.26 and a 52-week high of $187.61. The company has a market cap 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 company has a quick ratio of 1.06, a current ratio of 4.71 and a debt-to-equity ratio of 0.08. The business has a 50-day simple moving average of $125.47 and a two-hundred day simple moving average of $152.27.

Institutional Investors Weigh In On Lennar

Several hedge funds have recently modified their holdings of LEN. Verition Fund Management LLC lifted its position in shares of Lennar by 147.6% in the 3rd quarter. Verition Fund Management LLC now owns 69,226 shares of the construction company’s stock worth $12,978,000 after buying an additional 41,264 shares during the last quarter. Polianta Ltd purchased a new stake in shares of Lennar in the 4th quarter valued at approximately $900,000. Nordea Investment Management AB boosted its position in Lennar by 21.4% during the 4th quarter. Nordea Investment Management AB now owns 2,250,626 shares of the construction company’s stock worth $308,696,000 after acquiring an additional 397,492 shares during the period. Daiwa Securities Group Inc. grew its holdings in shares of Lennar by 13.8% during the 3rd quarter. Daiwa Securities Group Inc. now owns 30,278 shares of the construction company’s stock valued at $5,677,000 after acquiring an additional 3,674 shares in the last quarter. Finally, Kovitz Investment Group Partners LLC lifted its holdings in shares of Lennar by 71.7% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 14,327 shares of the construction company’s stock valued at $2,686,000 after buying an additional 5,981 shares during the last quarter. 81.10% of the stock is currently owned by hedge funds and other institutional investors.

Lennar Announces Dividend

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