Seaport Res Ptn Analysts Lower Earnings Estimates for Lennar

Lennar Co. (NYSE:LEN) – Investment analysts at Seaport Res Ptn lowered their Q2 2025 earnings per share estimates for shares of Lennar in a note issued to investors on Monday, March 24th. Seaport Res Ptn analyst K. Zener now forecasts that the construction company will earn $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.

Several other research firms also recently commented on LEN. Barclays reduced their price objective on Lennar from $121.00 to $110.00 and set an “equal weight” rating on the stock in a report on Monday. Wedbush restated a “neutral” rating and issued a $158.00 price objective on shares of Lennar in a report on Monday, March 17th. Bank of America lowered their price objective on shares of Lennar from $140.00 to $130.00 and set a “neutral” rating for the company in a research note on Tuesday, March 18th. Keefe, Bruyette & Woods reduced their price target on shares of Lennar from $141.00 to $128.00 and set a “market perform” rating for the company in a report on Tuesday. Finally, The Goldman Sachs Group lowered their price target on shares of Lennar from $141.00 to $120.00 and set a “neutral” rating for the company in a research report on Tuesday. Fifteen investment analysts have rated the stock with a hold rating, four have given a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $151.07.

Lennar Stock Performance

Lennar stock opened at $118.09 on Thursday. 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 company has a market capitalization of $31.35 billion, a PE ratio of 8.23, a P/E/G ratio of 1.24 and a beta of 1.69. The company has a 50 day moving average price of $124.60 and a 200-day moving average price of $151.79. Lennar has a fifty-two week low of $111.26 and a fifty-two week high of $187.61.

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

Lennar Dividend Announcement

The firm 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 dividend on an annualized basis and a dividend yield of 1.69%. Lennar’s payout ratio is 14.57%.

Hedge Funds Weigh In On Lennar

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

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.