Zacks Research Issues Positive Forecast for Lennar Earnings

Lennar Co. (NYSE:LEN) – Analysts at Zacks Research raised their Q2 2026 earnings per share (EPS) estimates for Lennar in a research report issued to clients and investors on Wednesday, January 8th. Zacks Research analyst R. Department now forecasts that the construction company will post earnings per share of $3.85 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 announced its 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). Lennar had a net margin of 11.51% and a return on equity of 15.47%. The company had revenue of $9.95 billion for the quarter, compared to analysts’ expectations of $10.06 billion. During the same quarter in the previous year, the business posted $4.82 earnings per share. The business’s quarterly revenue was down 9.3% compared to the same quarter last year.

Several other analysts have also recently issued reports on LEN. Barclays reduced their price objective on shares of Lennar from $181.00 to $135.00 and set an “equal weight” rating on the stock in a research note on Friday, December 20th. Citigroup reduced their price target on shares of Lennar from $196.00 to $150.00 and set a “neutral” rating on the stock in a research report on Monday. Bank Of America (Bofa) upped their price objective on Lennar from $171.00 to $190.00 and gave the company a “neutral” rating in a research note on Friday, September 20th. Royal Bank of Canada reduced their target price on Lennar from $160.00 to $130.00 and set an “underperform” rating on the stock in a report on Friday, December 20th. Finally, UBS Group lowered their price target on Lennar from $205.00 to $192.00 and set a “buy” rating for the company in a report on Wednesday. Two investment analysts have rated the stock with a sell rating, thirteen have given a hold rating and six have assigned a buy rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $171.50.

Lennar Price Performance

LEN opened at $133.52 on Friday. The company has a current ratio of 4.90, a quick ratio of 0.98 and a debt-to-equity ratio of 0.08. The company has a fifty day simple moving average of $157.23 and a 200 day simple moving average of $167.69. The firm has a market cap of $36.22 billion, a price-to-earnings ratio of 8.84, a PEG ratio of 1.28 and a beta of 1.66. Lennar has a twelve month low of $130.91 and a twelve month high of $193.80.

Institutional Trading of Lennar

Institutional investors and hedge funds have recently bought and sold shares of the stock. Oakworth Capital Inc. purchased a new position in shares of Lennar during the third quarter valued at $27,000. Wolff Wiese Magana LLC raised its holdings in shares of Lennar by 933.3% during the third quarter. Wolff Wiese Magana LLC now owns 155 shares of the construction company’s stock worth $29,000 after acquiring an additional 140 shares in the last quarter. GHP Investment Advisors Inc. acquired a new stake in Lennar during the third quarter valued at $30,000. Asset Dedication LLC grew its stake in Lennar by 4,225.0% in the third quarter. Asset Dedication LLC now owns 173 shares of the construction company’s stock valued at $32,000 after purchasing an additional 169 shares in the last quarter. Finally, DT Investment Partners LLC raised its stake in shares of Lennar by 523.3% during the 3rd quarter. DT Investment Partners LLC now owns 187 shares of the construction company’s stock worth $35,000 after purchasing an additional 157 shares in the last quarter. Institutional investors and hedge funds own 81.10% of the company’s stock.

Insiders Place Their Bets

In other news, Director Jeffrey Sonnenfeld sold 17,500 shares of the 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 approximately $4,148,654.57. This represents a 42.49 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 9.36% of the stock is owned by insiders.

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.