Lennar (NYSE:LEN) Issues Q4 2025 Earnings Guidance

Key Points

• Lennar has provided a Q4 2025 earnings per share guidance of 2.100-2.300, which is lower than the consensus estimate of 2.740.
• Recent analyst reports have resulted in various price target adjustments, with Evercore ISI lowering its target from $131.00 to $114.00, while Bank of America raised its target from $115.00 to $135.00.
• Lennar's stock has faced a decline, trading down $5.70 to reach a price of $127.17, with a significant number of shares exchanged—17,001,319 compared to its average volume of 3,276,248.

Lennar (NYSE:LEN - Get Free Report) updated its fourth quarter 2025 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 2.100-2.300 for the period, compared to the consensus estimate of 2.740. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on LEN shares. Evercore ISI cut their price target on shares of Lennar from $131.00 to $114.00 and set an "in-line" rating for the company in a report on Wednesday, June 18th. Wedbush reiterated a "neutral" rating and issued a $130.00 target price on shares of Lennar in a report on Wednesday, June 18th. UBS Group dropped their target price on shares of Lennar from $164.00 to $146.00 and set a "buy" rating for the company in a report on Wednesday, June 18th. Bank of America lifted their target price on shares of Lennar from $115.00 to $135.00 and gave the company a "neutral" rating in a report on Thursday. Finally, Royal Bank Of Canada dropped their target price on shares of Lennar from $122.00 to $98.00 and set a "sector perform" rating for the company in a report on Wednesday, June 18th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Hold" and an average target price of $133.08.

Lennar Stock Performance

Shares of Lennar stock traded down $5.70 on Friday, reaching $127.17. 17,001,319 shares of the stock were exchanged, compared to its average volume of 3,276,248. Lennar has a 1-year low of $98.42 and a 1-year high of $189.65. The company has a current ratio of 3.65, a quick ratio of 0.49 and a debt-to-equity ratio of 0.12. The business has a fifty day moving average price of $125.71 and a two-hundred day moving average price of $115.98. The firm has a market capitalization of $32.94 billion, a PE ratio of 10.52, a PEG ratio of 5.64 and a beta of 1.33.

Lennar (NYSE:LEN - Get Free Report) last issued its earnings results on Thursday, September 18th. The construction company reported $2.29 earnings per share for the quarter, topping the consensus estimate of $2.14 by $0.15. Lennar had a net margin of 9.20% and a return on equity of 12.73%. The company had revenue of $8.81 billion for the quarter, compared to analyst estimates of $9.01 billion. During the same period in the prior year, the business posted $3.90 earnings per share. The firm's revenue for the quarter was down 6.4% compared to the same quarter last year. As a group, research analysts anticipate that Lennar will post 12.48 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Lennar

Several hedge funds have recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in shares of Lennar by 27.9% during the fourth quarter. Brighton Jones LLC now owns 1,727 shares of the construction company's stock valued at $236,000 after buying an additional 377 shares during the period. Intech Investment Management LLC lifted its stake in shares of Lennar by 29.8% during the first quarter. Intech Investment Management LLC now owns 13,840 shares of the construction company's stock valued at $1,589,000 after buying an additional 3,177 shares during the period. Jump Financial LLC lifted its stake in shares of Lennar by 15.0% during the second quarter. Jump Financial LLC now owns 25,622 shares of the construction company's stock valued at $2,834,000 after buying an additional 3,345 shares during the period. Cary Street Partners Financial LLC purchased a new position in shares of Lennar during the second quarter valued at approximately $47,000. Finally, Daiwa Securities Group Inc. lifted its stake in shares of Lennar by 4.6% during the second quarter. Daiwa Securities Group Inc. now owns 34,958 shares of the construction company's stock valued at $3,867,000 after buying an additional 1,544 shares during the period. 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.

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