Zacks Research Estimates Lennar’s FY2026 Earnings (NYSE:LEN)

Lennar Corporation (NYSE:LEN) – Equities research analysts at Zacks Research lowered their FY2026 earnings per share estimates for Lennar in a research note issued to investors on Thursday, July 2nd. Zacks Research analyst Team now forecasts that the construction company will post earnings of $5.35 per share for the year, down from their previous estimate of $5.56. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Lennar’s current full-year earnings is $5.58 per share. Zacks Research also issued estimates for Lennar’s Q4 2026 earnings at $1.86 EPS, Q1 2027 earnings at $0.94 EPS, Q2 2027 earnings at $1.48 EPS, Q1 2028 earnings at $1.21 EPS and FY2028 earnings at $8.21 EPS.

Several other research analysts have also issued reports on the stock. Seaport Research Partners reiterated a “sell” rating and issued a $74.00 price target (down from $140.00) on shares of Lennar in a research note on Tuesday, April 7th. JPMorgan Chase & Co. cut their price objective on shares of Lennar from $80.00 to $77.00 and set an “underweight” rating on the stock in a report on Tuesday, June 16th. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of Lennar in a research note on Friday, June 5th. Weiss Ratings reissued a “sell (d+)” rating on shares of Lennar in a research report on Thursday, June 11th. Finally, Argus lowered their price objective on Lennar from $140.00 to $125.00 and set a “buy” rating for the company in a research note on Wednesday, April 15th. One analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and ten have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average target price of $95.00.

Lennar Stock Performance

Shares of Lennar stock opened at $88.15 on Friday. Lennar has a 12 month low of $81.18 and a 12 month high of $144.24. The firm has a market capitalization of $21.77 billion, a P/E ratio of 13.80, a P/E/G ratio of 2.86 and a beta of 1.38. The company has a current ratio of 4.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.19. The business has a fifty day simple moving average of $89.50 and a two-hundred day simple moving average of $99.64.

Lennar (NYSE:LEN) last announced its earnings results on Thursday, June 11th. The construction company reported $1.31 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.07. The firm had revenue of $7.94 billion for the quarter, compared to analyst estimates of $8.08 billion. Lennar had a net margin of 4.93% and a return on equity of 7.08%. The company’s revenue for the quarter was down 5.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.81 EPS.

Institutional Trading of Lennar

Several hedge funds have recently bought and sold shares of the stock. Lazard Asset Management LLC increased its holdings in Lennar by 7.1% during the second quarter. Lazard Asset Management LLC now owns 1,278 shares of the construction company’s stock valued at $141,000 after buying an additional 85 shares during the period. Rossby Financial LCC raised its position in shares of Lennar by 9.1% in the 4th quarter. Rossby Financial LCC now owns 1,059 shares of the construction company’s stock worth $109,000 after acquiring an additional 88 shares in the last quarter. New Mexico Educational Retirement Board lifted its stake in shares of Lennar by 1.0% during the 4th quarter. New Mexico Educational Retirement Board now owns 10,560 shares of the construction company’s stock worth $1,086,000 after purchasing an additional 100 shares during the last quarter. One Wealth Capital Management LLC boosted its position in Lennar by 6.4% during the third quarter. One Wealth Capital Management LLC now owns 1,972 shares of the construction company’s stock valued at $249,000 after purchasing an additional 119 shares in the last quarter. Finally, KDT Advisors LLC raised its holdings in Lennar by 2.7% in the third quarter. KDT Advisors LLC now owns 4,654 shares of the construction company’s stock worth $587,000 after purchasing an additional 123 shares in the last quarter. Institutional investors own 81.10% of the company’s stock.

Lennar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 24th. Investors of record on Friday, July 10th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Friday, July 10th. Lennar’s dividend payout ratio (DPR) is currently 31.30%.

About Lennar

Lennar Corporation (NYSE: LEN) is a U.S.-based homebuilder and real estate company that designs, constructs and sells residential housing. The company offers a range of product types including single-family detached homes, townhomes and condominiums, serving buyers from entry-level and first-time purchasers to move-up, active-adult and luxury segments. Lennar also develops master-planned communities and manages land acquisition and entitlement activities that support its homebuilding operations.

In addition to home construction and sales, Lennar provides a suite of ancillary services intended to streamline the purchase process and capture additional value.