Van Lanschot Kempen Investment Management N.V. Has $201.84 Million Holdings in Lennar Corporation $LEN

Van Lanschot Kempen Investment Management N.V. raised its position in shares of Lennar Corporation (NYSE:LEN) by 90.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,963,373 shares of the construction company’s stock after buying an additional 934,856 shares during the period. Lennar comprises 1.7% of Van Lanschot Kempen Investment Management N.V.’s holdings, making the stock its 20th largest position. Van Lanschot Kempen Investment Management N.V.’s holdings in Lennar were worth $201,835,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Cibc World Market Inc. boosted its position in shares of Lennar by 993.0% in the third quarter. Cibc World Market Inc. now owns 129,487 shares of the construction company’s stock worth $16,321,000 after buying an additional 117,640 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Lennar by 5.9% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 466,027 shares of the construction company’s stock worth $58,738,000 after acquiring an additional 26,117 shares in the last quarter. Boothbay Fund Management LLC boosted its position in Lennar by 201.1% during the 3rd quarter. Boothbay Fund Management LLC now owns 24,004 shares of the construction company’s stock worth $3,025,000 after acquiring an additional 16,031 shares during the period. Tounjian Advisory Partners LLC purchased a new position in Lennar during the 4th quarter valued at about $2,599,000. Finally, Coronation Fund Managers Ltd. purchased a new position in Lennar during the 3rd quarter valued at about $14,160,000. 81.10% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently issued reports on LEN. UBS Group reduced their price target on shares of Lennar from $122.00 to $107.00 and set a “neutral” rating for the company in a research report on Monday, March 16th. Truist Financial dropped their price objective on shares of Lennar from $95.00 to $90.00 and set a “hold” rating on the stock in a research note on Tuesday, March 31st. Evercore cut their target price on shares of Lennar from $89.00 to $82.00 and set an “underperform” rating for the company in a research report on Monday, April 13th. Bank of America lowered their price target on shares of Lennar from $88.00 to $84.00 in a report on Thursday. Finally, Keefe, Bruyette & Woods downgraded shares of Lennar from a “market perform” rating to an “underperform” rating and dropped their price target for the stock from $97.00 to $86.00 in a research note on Tuesday. One research analyst has rated the stock with a Buy rating, nine have assigned a Hold rating and nine have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Lennar has a consensus rating of “Reduce” and an average target price of $97.27.

Lennar News Summary

Here are the key news stories impacting Lennar this week:

• Positive Sentiment: Second-quarter adjusted EPS came in above expectations, showing Lennar is still controlling costs well even in a softer housing market. Lennar Q2 Earnings Beat Estimates on Cost Discipline, Revenues Miss
• Positive Sentiment: The company continued repurchasing shares and ended the quarter with a strong cash position and no outstanding borrowings on its revolving credit facility, which supports financial flexibility. Lennar Reports Second Quarter 2026 Results
• Neutral Sentiment: Lennar’s revenue missed Wall Street estimates, but deliveries rose modestly year over year, suggesting demand is holding up better than the headline revenue figure implies. Lennar Reports Second Quarter 2026 Results
• Negative Sentiment: Management cut full-year delivery guidance to about 82,000-83,000 homes and set third-quarter EPS guidance below analysts’ expectations, signaling continued pressure from high mortgage rates and affordability issues. Lennar Cuts Full-Year Target, Citing ‘Stubborn’ Housing-Market Headwinds
• Negative Sentiment: Home-sale gross margin fell to 15.6%, and new orders declined year over year, reinforcing concerns that incentives and pricing pressure are weighing on profitability. Lennar Reports Second Quarter 2026 Results

Lennar Price Performance

Shares of LEN opened at $90.03 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.97 and a current ratio of 4.77. The firm has a market cap of $22.24 billion, a PE ratio of 14.09, a PEG ratio of 2.10 and a beta of 1.39. The firm’s 50 day moving average price is $89.38 and its 200 day moving average price is $103.36. Lennar Corporation has a twelve month low of $81.18 and a twelve month high of $144.24.

Lennar (NYSE:LEN) last posted its earnings results on Thursday, June 11th. The construction company reported $1.31 EPS for the quarter, topping the consensus estimate of $1.24 by $0.07. The company had revenue of $7.94 billion during the quarter, compared to the consensus estimate of $8.08 billion. Lennar had a net margin of 4.93% and a return on equity of 7.04%. The company’s revenue for the quarter was down 5.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.81 earnings per share. As a group, research analysts expect that Lennar Corporation will post 5.85 EPS for the current fiscal year.

Lennar Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lennar’s dividend payout ratio is presently 28.74%.

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.