Wedbush Has Bearish Estimate for Lennar Q2 Earnings

Lennar Co. (NYSE:LEN) – Equities research analysts at Wedbush lowered their Q2 2025 EPS estimates for shares of Lennar in a research report issued to clients and investors on Monday, March 24th. Wedbush analyst J. Mccanless now expects that the construction company will post earnings of $2.00 per share for the quarter, down from their prior estimate of $2.47. Wedbush has a “Neutral” rating and a $158.00 price target 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.

Several other research firms have also issued reports on LEN. Barclays dropped 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. Bank of America dropped their price target on Lennar from $140.00 to $130.00 and set a “neutral” rating for the company in a research report on Tuesday, March 18th. JPMorgan Chase & Co. lowered their target price on shares of Lennar from $192.00 to $173.00 and set a “neutral” rating on the stock in a research note on Friday, December 13th. Wells Fargo & Company decreased their price target on shares of Lennar from $130.00 to $125.00 and set an “equal weight” rating on the stock in a report on Tuesday, March 18th. Finally, Seaport Res Ptn raised shares of Lennar from a “hold” rating to a “strong-buy” rating in a report on Thursday, March 6th. Fifteen research analysts have rated the stock with a hold rating, four have assigned a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $151.07.

Lennar Stock Up 0.2 %

Shares of NYSE:LEN opened at $118.09 on Thursday. The company has a market cap of $31.35 billion, a price-to-earnings ratio of 8.23, a PEG ratio of 1.24 and a beta of 1.69. Lennar has a one year low of $111.26 and a one year high of $187.61. The firm has a fifty day moving average price of $124.60 and a two-hundred day moving average price of $151.79. The company has a debt-to-equity ratio of 0.08, a current ratio of 4.71 and a quick ratio of 1.06.

Lennar (NYSE:LEN) last released its quarterly earnings data on Thursday, March 20th. The construction company reported $2.14 EPS for the quarter, beating analysts’ consensus estimates of $1.70 by $0.44. The company had revenue of $7.63 billion during 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%. Lennar’s revenue was up 4.4% compared to the same quarter last year. During the same period last year, the business earned $2.57 earnings per share.

Lennar Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, February 12th. Investors of record on Wednesday, January 29th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.69%. The ex-dividend date of this dividend was Wednesday, January 29th. Lennar’s payout ratio is 14.57%.

Institutional Investors Weigh In On Lennar

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

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.