Research Analysts Issue Forecasts for Lennar Q3 Earnings

Lennar Co. (NYSE:LEN) – Investment analysts at Wedbush lifted their Q3 2025 EPS estimates for shares of Lennar in a note issued to investors on Thursday, December 19th. Wedbush analyst J. Mccanless now anticipates that the construction company will earn $4.17 per share for the quarter, up from their prior estimate of $4.09. Wedbush has a “Neutral” rating and a $164.00 price target on the stock. The consensus estimate for Lennar’s current full-year earnings is $14.11 per share. Wedbush also issued estimates for Lennar’s Q4 2025 earnings at $5.01 EPS, Q3 2026 earnings at $4.56 EPS and Q4 2026 earnings at $5.59 EPS.

A number of other analysts also recently weighed in on the company. Citigroup upped their target price on Lennar from $164.00 to $196.00 and gave the company a “neutral” rating in a research report on Monday, September 23rd. StockNews.com cut shares of Lennar from a “buy” rating to a “hold” rating in a research report on Saturday, September 28th. Bank of America raised their target price on shares of Lennar from $171.00 to $190.00 and gave the company a “neutral” rating in a report on Thursday, September 19th. JPMorgan Chase & Co. reduced their price target on shares of Lennar from $192.00 to $173.00 and set a “neutral” rating on the stock in a research report on Friday, December 13th. Finally, UBS Group lowered their price objective on shares of Lennar from $225.00 to $205.00 and set a “buy” rating for the company in a research report on Friday, December 20th. Two investment analysts have rated the stock with a sell rating, twelve have issued a hold rating and six have assigned a buy rating to the company’s stock. According to MarketBeat.com, Lennar presently has an average rating of “Hold” and a consensus price target of $175.19.

Lennar Stock Performance

Shares of LEN stock opened at $138.00 on Monday. The stock has a 50 day simple moving average of $168.10 and a 200 day simple moving average of $169.45. Lennar has a 1 year low of $135.21 and a 1 year high of $193.80. The company has a current ratio of 4.90, a quick ratio of 0.98 and a debt-to-equity ratio of 0.08. The stock has a market cap of $37.43 billion, a P/E ratio of 9.14, a price-to-earnings-growth ratio of 1.31 and a beta of 1.61.

Lennar (NYSE:LEN) last released its quarterly earnings results on Wednesday, December 18th. The construction company reported $4.03 earnings per share for the quarter, missing the consensus estimate of $4.15 by ($0.12). The firm had revenue of $9.95 billion for the quarter, compared to analyst estimates of $10.06 billion. Lennar had a return on equity of 15.47% and a net margin of 11.51%. The business’s revenue for the quarter was down 9.3% on a year-over-year basis. During the same period in the previous year, the business posted $4.82 earnings per share.

Insider Activity

In related news, Director Jeffrey Sonnenfeld sold 17,500 shares of the stock in a transaction on Monday, October 28th. The stock was sold at an average price of $175.13, for a total value of $3,064,775.00. Following the completion of the sale, the director now directly owns 23,689 shares in the company, valued at $4,148,654.57. This represents a 42.49 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 9.36% of the company’s stock.

Institutional Investors Weigh In On Lennar

Institutional investors have recently made changes to their positions in the stock. Oakworth Capital Inc. acquired a new position in shares of Lennar in the third quarter worth approximately $27,000. Wolff Wiese Magana LLC raised its holdings in Lennar by 933.3% during the 3rd quarter. Wolff Wiese Magana LLC now owns 155 shares of the construction company’s stock worth $29,000 after purchasing an additional 140 shares during the last quarter. GHP Investment Advisors Inc. acquired a new position in shares of Lennar in the 3rd quarter worth approximately $30,000. Asset Dedication LLC boosted its stake in shares of Lennar by 4,225.0% in the 3rd quarter. Asset Dedication LLC now owns 173 shares of the construction company’s stock valued at $32,000 after purchasing an additional 169 shares during the last quarter. Finally, DT Investment Partners LLC raised its stake in Lennar by 523.3% during the third quarter. DT Investment Partners LLC now owns 187 shares of the construction company’s stock worth $35,000 after buying an additional 157 shares during the last quarter. 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.