Seaport Res Ptn Brokers Reduce Earnings Estimates for Lennar

Lennar Co. (NYSE:LEN) – Research analysts at Seaport Res Ptn decreased their Q2 2025 earnings estimates for shares of Lennar in a research report issued on Monday, March 24th. Seaport Res Ptn analyst K. Zener now anticipates that the construction company will post earnings of $2.00 per share for the quarter, down from their previous forecast 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.

LEN has been the subject of several other reports. Royal Bank of Canada reduced their price target on Lennar from $125.00 to $122.00 and set a “sector perform” rating for the company in a report on Monday. Barclays dropped their price target 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. BTIG Research cut shares of Lennar from a “buy” rating to a “neutral” rating in a report on Friday, December 20th. Evercore ISI restated an “in-line” rating and set a $131.00 target price (down from $159.00) on shares of Lennar in a report on Monday. Finally, Wolfe Research downgraded Lennar from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, January 8th. Fifteen investment 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. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $151.07.

Lennar Trading Up 0.1 %

Lennar stock opened at $117.90 on Thursday. 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 has a 12 month low of $111.26 and a 12 month high of $187.61. The company’s fifty day simple moving average is $125.06 and its 200-day simple moving average is $152.03. The stock has a market cap of $31.31 billion, a P/E ratio of 8.22, a P/E/G ratio of 1.24 and a beta of 1.69.

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

Lennar Announces Dividend

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 $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 1.70%. The ex-dividend date was Wednesday, January 29th. Lennar’s dividend payout ratio (DPR) is presently 14.57%.

Institutional Investors Weigh In On Lennar

A number of institutional investors and hedge funds have recently made changes to their positions in LEN. Wealth Enhancement Advisory Services LLC boosted its holdings in Lennar by 0.7% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 204,431 shares of the construction company’s stock valued at $27,878,000 after acquiring an additional 1,515 shares during the last quarter. Centaurus Financial Inc. boosted its stake in shares of Lennar by 7.2% in the 4th quarter. Centaurus Financial Inc. now owns 3,149 shares of the construction company’s stock valued at $429,000 after purchasing an additional 212 shares during the last quarter. Cim LLC raised its stake in shares of Lennar by 0.7% during the fourth quarter. Cim LLC now owns 29,702 shares of the construction company’s stock worth $4,050,000 after buying an additional 212 shares during the last quarter. Park Square Financial Group LLC acquired a new position in Lennar in the fourth quarter valued at approximately $47,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH bought a new position in Lennar in the fourth quarter valued at approximately $17,586,000. Institutional investors own 81.10% of the company’s stock.

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.