FY2026 Earnings Forecast for Lennar Issued By Zacks Research

Lennar Corporation (NYSE:LEN) – Investment analysts at Zacks Research lowered their FY2026 earnings per share (EPS) estimates for shares of Lennar in a research report issued on Thursday, July 2nd. Zacks Research analyst Team now anticipates that the construction company will earn $5.35 per share for the year, down from their previous forecast of $5.56. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Lennar’s current full-year earnings is $5.58 per share. Zacks Research also issued estimates for Lennar’s Q4 2026 earnings at $1.86 EPS, Q1 2027 earnings at $0.94 EPS, Q2 2027 earnings at $1.48 EPS, Q1 2028 earnings at $1.21 EPS and FY2028 earnings at $8.21 EPS.

A number of other research analysts have also issued reports on LEN. BTIG Research set a $67.00 price target on shares of Lennar in a research note on Monday, June 15th. Bank of America dropped their price objective on shares of Lennar from $84.00 to $77.00 and set an “underperform” rating on the stock in a report on Friday, June 12th. Truist Financial cut their target price on Lennar from $95.00 to $90.00 and set a “hold” rating on the stock in a research report on Tuesday, March 31st. Keefe, Bruyette & Woods lowered their price target on Lennar from $86.00 to $85.00 and set an “underperform” rating for the company in a research report on Wednesday, June 17th. Finally, Seaport Research Partners reiterated a “sell” rating and set a $74.00 price target (down from $140.00) on shares of Lennar in a research note on Tuesday, April 7th. One investment analyst has rated the stock with a Buy rating, seven have issued a Hold rating and ten have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $95.00.

Lennar Stock Performance

Shares of Lennar stock opened at $88.15 on Friday. The company has a 50 day moving average price of $89.50 and a 200 day moving average price of $99.64. The firm has a market capitalization of $21.77 billion, a P/E ratio of 13.80, a PEG ratio of 2.86 and a beta of 1.38. The company has a quick ratio of 0.91, a current ratio of 4.91 and a debt-to-equity ratio of 0.19. Lennar has a 52 week low of $81.18 and a 52 week high of $144.24.

Lennar (NYSE:LEN) last issued its quarterly earnings results on Thursday, June 11th. The construction company reported $1.31 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.07. Lennar had a return on equity of 7.08% and a net margin of 4.93%.The business had revenue of $7.94 billion during the quarter, compared to the consensus estimate of $8.08 billion. During the same quarter last year, the company earned $1.81 earnings per share. The company’s quarterly revenue was down 5.2% on a year-over-year basis.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Asset Management Advisors LLC grew its position in Lennar by 0.4% during the 2nd quarter. Asset Management Advisors LLC now owns 72,007 shares of the construction company’s stock worth $6,516,000 after purchasing an additional 315 shares during the period. CX Institutional boosted its stake in shares of Lennar by 38.8% in the second quarter. CX Institutional now owns 1,908 shares of the construction company’s stock worth $173,000 after buying an additional 533 shares during the last quarter. Redwood Investment Management LLC acquired a new stake in Lennar during the first quarter worth about $1,028,000. Caerus Investment Advisors LLC acquired a new stake in Lennar during the first quarter worth about $298,000. Finally, Western Wealth Management LLC purchased a new position in Lennar during the first quarter valued at approximately $83,000. 81.10% of the stock is currently owned by institutional investors and hedge funds.

Lennar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 24th. Stockholders of record on Friday, July 10th will be paid a $0.50 dividend. The ex-dividend date is Friday, July 10th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.3%. Lennar’s dividend payout ratio is presently 31.30%.

About Lennar

Lennar Corporation (NYSE: LEN) is a U.S.-based homebuilder and real estate company that designs, constructs and sells residential housing. The company offers a range of product types including single-family detached homes, townhomes and condominiums, serving buyers from entry-level and first-time purchasers to move-up, active-adult and luxury segments. Lennar also develops master-planned communities and manages land acquisition and entitlement activities that support its homebuilding operations.

In addition to home construction and sales, Lennar provides a suite of ancillary services intended to streamline the purchase process and capture additional value.