Zacks Research Has Positive Estimate for Lennar Q4 Earnings

Lennar Co. (NYSE:LEN) – Equities research analysts at Zacks Research raised their Q4 2025 earnings estimates for shares of Lennar in a research note issued on Wednesday, March 19th. Zacks Research analyst R. Department now forecasts that the construction company will post earnings of $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 data 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. The firm had revenue of $7.63 billion for the quarter, compared to analyst estimates of $7.44 billion. Lennar had a net margin of 11.10% and a return on equity of 13.93%. The business’s quarterly revenue was up 4.4% compared to the same quarter last year. During the same period in the previous year, the company earned $2.57 earnings per share.

A number of other brokerages have also commented on LEN. Wells Fargo & Company dropped their target price on Lennar from $130.00 to $125.00 and set an “equal weight” rating on the stock in a research report on Tuesday, March 18th. Keefe, Bruyette & Woods lowered shares of Lennar from an “outperform” rating to a “market perform” rating and cut their price objective for the stock from $152.00 to $141.00 in a research note on Tuesday, March 11th. Citigroup reduced their target price on shares of Lennar from $196.00 to $150.00 and set a “neutral” rating for the company in a report on Monday, January 6th. The Goldman Sachs Group cut their price target on Lennar from $190.00 to $162.00 and set a “neutral” rating on the stock in a research report on Monday, December 23rd. Finally, JPMorgan Chase & Co. decreased their price objective on Lennar from $192.00 to $173.00 and set a “neutral” rating for the company in a report on Friday, December 13th. Fifteen analysts have rated the stock with a hold rating, four have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, Lennar presently has a consensus rating of “Hold” and a consensus price target of $154.73.

Lennar Stock Up 2.0 %

Lennar stock opened at $117.52 on Monday. Lennar has a fifty-two week low of $111.26 and a fifty-two week high of $187.61. The company has a market cap of $31.20 billion, a PE ratio of 8.20, a PEG ratio of 1.24 and a beta of 1.69. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.06 and a current ratio of 4.71. The business’s 50-day simple moving average is $125.81 and its two-hundred day simple moving average is $152.70.

Lennar Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, February 12th. Shareholders of record on Wednesday, January 29th were issued a $0.50 dividend. The ex-dividend date of this dividend was Wednesday, January 29th. This represents a $2.00 dividend on an annualized basis and a yield of 1.70%. Lennar’s payout ratio is currently 14.57%.

Institutional Investors Weigh In On Lennar

A number of large investors have recently modified their holdings of LEN. Camden National Bank purchased a new stake in Lennar during the 3rd quarter valued at about $250,000. Great Valley Advisor Group Inc. purchased a new stake in shares of Lennar in the third quarter valued at approximately $235,000. Kingsview Wealth Management LLC increased its holdings in shares of Lennar by 275.4% in the third quarter. Kingsview Wealth Management LLC now owns 5,113 shares of the construction company’s stock valued at $959,000 after purchasing an additional 3,751 shares during the last quarter. Okabena Investment Services Inc. purchased a new position in Lennar during the third quarter worth approximately $560,000. Finally, Swedbank AB boosted its stake in Lennar by 5.4% during the third quarter. Swedbank AB now owns 164,709 shares of the construction company’s stock worth $30,880,000 after buying an additional 8,405 shares during the last quarter. Hedge funds and other institutional investors own 81.10% of the company’s stock.

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.