Equities Analysts Set Expectations for Lennar Q2 Earnings

Lennar Co. (NYSE:LEN - Free Report) - Analysts at Wedbush decreased their Q2 2025 EPS estimates for Lennar in a research note issued on Monday, March 24th. Wedbush analyst J. Mccanless now expects that the construction company will post earnings per share of $2.00 for the quarter, down from their prior estimate of $2.47. Wedbush has a "Neutral" rating and a $158.00 price objective on the stock. The consensus estimate for Lennar's current full-year earnings is $12.48 per share. Wedbush also issued estimates for Lennar's Q3 2025 earnings at $2.47 EPS, Q4 2025 earnings at $3.22 EPS, FY2025 earnings at $9.65 EPS, Q1 2026 earnings at $1.85 EPS, Q2 2026 earnings at $2.19 EPS, Q3 2026 earnings at $2.70 EPS, Q4 2026 earnings at $3.69 EPS and FY2026 earnings at $10.42 EPS.

Other equities research analysts have also issued research reports about the stock. Evercore ISI restated an "in-line" rating and issued a $131.00 target price (down previously from $159.00) on shares of Lennar in a report on Monday, March 24th. Barclays lowered their price objective on Lennar from $121.00 to $110.00 and set an "equal weight" rating for the company in a research note on Monday, March 24th. The Goldman Sachs Group cut their target price on Lennar from $141.00 to $120.00 and set a "neutral" rating on the stock in a research report on Tuesday, March 25th. JPMorgan Chase & Co. dropped their price objective on Lennar from $192.00 to $173.00 and set a "neutral" rating on the stock in a research note on Friday, December 13th. Finally, Wells Fargo & Company reduced their target price on shares of Lennar from $130.00 to $125.00 and set an "equal weight" rating for the company in a research note on Tuesday, March 18th. One research analyst has rated the stock with a sell rating, fourteen have assigned a hold rating, four have assigned a buy rating and one has issued a strong buy rating to the company's stock. According to MarketBeat, Lennar presently has an average rating of "Hold" and a consensus price target of $151.07.

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Lennar Stock Down 0.4 %

LEN stock traded down $0.46 during midday trading on Thursday, reaching $113.47. 713,086 shares of the company's stock traded hands, compared to its average volume of 3,330,914. Lennar has a 52 week low of $111.26 and a 52 week high of $193.80. The company has a market cap of $30.13 billion, a price-to-earnings ratio of 7.92, a P/E/G ratio of 1.24 and a beta of 1.69. The firm's fifty day moving average price is $124.05 and its 200-day moving average price is $150.94. 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 (NYSE:LEN - Get Free Report) last announced its quarterly earnings results on Thursday, March 20th. The construction company reported $2.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.70 by $0.44. The business had revenue of $7.63 billion for the quarter, compared to analyst estimates of $7.44 billion. Lennar had a return on equity of 13.93% and a net margin of 11.10%. The company's quarterly revenue was up 4.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.57 earnings per share.

Institutional Investors Weigh In On Lennar

Several institutional investors have recently added to or reduced their stakes in LEN. Armstrong Advisory Group Inc. lifted its stake in shares of Lennar by 69.4% during the 4th quarter. Armstrong Advisory Group Inc. now owns 183 shares of the construction company's stock valued at $25,000 after buying an additional 75 shares in the last quarter. Crews Bank & Trust purchased a new stake in shares of Lennar during the fourth quarter worth $25,000. Hurley Capital LLC bought a new position in shares of Lennar in the fourth quarter worth $26,000. SBI Securities Co. Ltd. purchased a new position in shares of Lennar in the fourth quarter valued at $28,000. Finally, Ameriflex Group Inc. bought a new stake in shares of Lennar during the 4th quarter valued at $30,000. 81.10% of the stock is owned by hedge funds and other institutional investors.

Lennar Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, February 12th. Stockholders of record on Wednesday, January 29th were paid a dividend of $0.50 per share. The ex-dividend date of this dividend was Wednesday, January 29th. This represents a $2.00 annualized dividend and a dividend yield of 1.76%. Lennar's payout ratio is 14.57%.

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.