Zacks Research Has Bullish Estimate for Lennar Q2 Earnings

Lennar Co. (NYSE:LEN) – Zacks Research increased their Q2 2026 earnings per share estimates for Lennar in a report released on Wednesday, January 8th. Zacks Research analyst R. Department now forecasts that the construction company will post earnings of $3.85 per share for the quarter, up from their prior forecast of $3.75. The consensus estimate for Lennar’s current full-year earnings is $14.11 per share. Zacks Research also issued estimates for Lennar’s Q3 2026 earnings at $4.68 EPS, Q4 2026 earnings at $4.90 EPS and FY2027 earnings at $16.12 EPS.

A number of other equities analysts have also recently issued reports on LEN. StockNews.com cut shares of Lennar from a “buy” rating to a “hold” rating in a research note on Saturday, September 28th. Citigroup dropped their target price on Lennar from $196.00 to $150.00 and set a “neutral” rating for the company in a report on Monday. JPMorgan Chase & Co. decreased their price target on Lennar from $192.00 to $173.00 and set a “neutral” rating on the stock in a research note on Friday, December 13th. Barclays dropped their price objective on Lennar from $181.00 to $135.00 and set an “equal weight” rating for the company in a research note on Friday, December 20th. Finally, Wolfe Research lowered shares of Lennar from an “outperform” rating to a “peer perform” rating in a report on Wednesday. Two equities research analysts have rated the stock with a sell rating, thirteen have given a hold rating and six have assigned a buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $171.50.

Lennar Stock Performance

Shares of NYSE LEN opened at $133.52 on Friday. Lennar has a one year low of $130.91 and a one 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 business has a fifty day simple moving average of $157.23 and a 200 day simple moving average of $167.69. The firm has a market capitalization of $36.22 billion, a price-to-earnings ratio of 8.84, a PEG ratio of 1.28 and a beta of 1.66.

Lennar (NYSE:LEN) last released its 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). Lennar had a net margin of 11.51% and a return on equity of 15.47%. The company had revenue of $9.95 billion during the quarter, compared to the consensus estimate of $10.06 billion. During the same quarter in the previous year, the business posted $4.82 EPS. The firm’s quarterly revenue was down 9.3% on a year-over-year basis.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Oakworth Capital Inc. bought a new position in shares of Lennar during the 3rd quarter valued at about $27,000. Wolff Wiese Magana LLC lifted its holdings in shares of Lennar by 933.3% in the third quarter. Wolff Wiese Magana LLC now owns 155 shares of the construction company’s stock valued at $29,000 after purchasing an additional 140 shares in the last quarter. GHP Investment Advisors Inc. acquired a new position in shares of Lennar during the third quarter worth about $30,000. Asset Dedication LLC raised its position in 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 buying an additional 169 shares during the last quarter. Finally, DT Investment Partners LLC grew its stake in shares of Lennar by 523.3% in the third quarter. DT Investment Partners LLC now owns 187 shares of the construction company’s stock valued at $35,000 after buying an additional 157 shares in the last quarter. 81.10% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

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