Zacks Research Comments on Lennar's Q3 Earnings (NYSE:LEN)

Lennar Corporation (NYSE:LEN - Free Report) - Investment analysts at Zacks Research decreased their Q3 2025 earnings per share (EPS) estimates for Lennar in a report released on Monday, July 7th. Zacks Research analyst R. Department now anticipates that the construction company will post earnings per share of $2.27 for the quarter, down from their prior forecast of $3.02. The consensus estimate for Lennar's current full-year earnings is $12.48 per share. Zacks Research also issued estimates for Lennar's Q4 2025 earnings at $3.33 EPS, FY2025 earnings at $9.64 EPS, Q2 2026 earnings at $1.85 EPS, Q3 2026 earnings at $3.00 EPS, FY2026 earnings at $10.36 EPS, Q2 2027 earnings at $2.13 EPS and FY2027 earnings at $11.32 EPS.

Several other equities research analysts have also issued reports on the stock. Wedbush reiterated a "neutral" rating and set a $130.00 target price on shares of Lennar in a research report on Wednesday, June 18th. JMP Securities lowered their price target on Lennar from $150.00 to $130.00 and set a "market outperform" rating on the stock in a research report on Friday, June 20th. Wells Fargo & Company dropped their price target on Lennar from $120.00 to $110.00 and set an "equal weight" rating for the company in a research note on Wednesday, April 9th. UBS Group cut their target price on Lennar from $164.00 to $146.00 and set a "buy" rating for the company in a research note on Wednesday, June 18th. Finally, The Goldman Sachs Group decreased their price target on shares of Lennar from $141.00 to $120.00 and set a "neutral" rating on the stock in a research note on Tuesday, March 25th. One research analyst has rated the stock with a sell rating, fourteen have assigned a hold rating, two have issued a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $128.85.

Lennar Price Performance

Shares of LEN traded up $1.12 during mid-day trading on Thursday, reaching $116.48. 4,238,474 shares of the stock traded hands, compared to its average volume of 2,739,493. The company has a current ratio of 3.65, a quick ratio of 0.49 and a debt-to-equity ratio of 0.12. Lennar has a 1 year low of $98.42 and a 1 year high of $187.61. The company has a market cap of $30.73 billion, a price-to-earnings ratio of 9.64, a price-to-earnings-growth ratio of 4.89 and a beta of 1.33. The firm has a fifty day moving average price of $109.11 and a 200 day moving average price of $117.71.

Lennar (NYSE:LEN - Get Free Report) last announced its quarterly earnings results on Monday, June 16th. The construction company reported $1.90 earnings per share for the quarter, missing the consensus estimate of $1.94 by ($0.04). The company had revenue of $8.38 billion for the quarter, compared to the consensus estimate of $8.21 billion. Lennar had a net margin of 9.20% and a return on equity of 12.73%. The company's quarterly revenue was down 4.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.45 earnings per share.

Lennar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 18th. Investors of record on Thursday, July 3rd will be issued a dividend of $0.50 per share. The ex-dividend date is Thursday, July 3rd. This represents a $2.00 dividend on an annualized basis and a yield of 1.72%. Lennar's dividend payout ratio is presently 16.54%.

Institutional Investors Weigh In On Lennar

Several institutional investors and hedge funds have recently bought and sold shares of the business. Hurley Capital LLC bought a new position in shares of Lennar during the fourth quarter valued at approximately $26,000. SBI Securities Co. Ltd. bought a new position in Lennar in the 4th quarter worth $28,000. Ameriflex Group Inc. purchased a new stake in shares of Lennar in the 4th quarter worth about $30,000. Opal Wealth Advisors LLC purchased a new position in shares of Lennar during the first quarter valued at about $30,000. Finally, NBC Securities Inc. bought a new position in Lennar in the first quarter worth about $33,000. 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.