Lennar (NYSE:LEN) Issues Q1 2026 Earnings Guidance

Lennar (NYSE:LEN) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.800-1.100 for the period, compared to the consensus earnings per share estimate of 1.620. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on LEN shares. Wall Street Zen downgraded Lennar from a “hold” rating to a “sell” rating in a research note on Monday, December 8th. Zacks Research raised shares of Lennar from a “strong sell” rating to a “hold” rating in a report on Thursday, December 4th. JMP Securities upped their price target on shares of Lennar from $130.00 to $140.00 and gave the company a “market outperform” rating in a research note on Monday, September 22nd. Raymond James Financial cut shares of Lennar from a “market perform” rating to an “underperform” rating in a research note on Monday, September 22nd. Finally, Citigroup restated an “outperform” rating on shares of Lennar in a research report on Monday, September 22nd. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eleven have given a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $121.77.

Lennar Trading Down 4.4%

LEN stock traded down $5.19 during midday trading on Wednesday, reaching $112.39. The company’s stock had a trading volume of 10,239,382 shares, compared to its average volume of 3,934,086. Lennar has a 1 year low of $98.42 and a 1 year high of $153.00. The firm has a market capitalization of $28.66 billion, a price-to-earnings ratio of 11.11, a PEG ratio of 5.01 and a beta of 1.38. The stock has a fifty day simple moving average of $123.28 and a two-hundred day simple moving average of $121.66. The company has a debt-to-equity ratio of 0.15, a quick ratio of 0.68 and a current ratio of 4.49.

Lennar (NYSE:LEN) last posted its quarterly earnings results on Tuesday, December 16th. The construction company reported $2.03 EPS for the quarter, missing analysts’ consensus estimates of $2.30 by ($0.27). The company had revenue of $9.37 billion during the quarter, compared to the consensus estimate of $9.17 billion. Lennar had a return on equity of 11.09% and a net margin of 7.72%.The company’s revenue for the quarter was down 5.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.03 earnings per share. On average, equities research analysts predict that Lennar will post 12.48 EPS for the current year.

Lennar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, October 27th. Stockholders of record on Friday, October 10th were paid a dividend of $0.50 per share. The ex-dividend date was Friday, October 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.8%. Lennar’s dividend payout ratio (DPR) is currently 19.76%.

Hedge Funds Weigh In On Lennar

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Danske Bank A S acquired a new stake in shares of Lennar during the third quarter worth about $9,228,000. KDT Advisors LLC lifted its stake in Lennar by 2.7% during the 3rd quarter. KDT Advisors LLC now owns 4,654 shares of the construction company’s stock valued at $587,000 after acquiring an additional 123 shares during the period. Armistice Capital LLC boosted its holdings in shares of Lennar by 96.3% in the 3rd quarter. Armistice Capital LLC now owns 78,549 shares of the construction company’s stock valued at $9,900,000 after acquiring an additional 38,528 shares during the last quarter. United Capital Financial Advisors LLC raised its holdings in shares of Lennar by 1.5% during the third quarter. United Capital Financial Advisors LLC now owns 10,440 shares of the construction company’s stock worth $1,316,000 after purchasing an additional 150 shares during the last quarter. Finally, Polymer Capital Management US LLC boosted its holdings in Lennar by 4.0% in the third quarter. Polymer Capital Management US LLC now owns 22,938 shares of the construction company’s stock valued at $2,891,000 after purchasing an additional 878 shares during the last quarter. 81.10% of the stock is currently owned by institutional investors.

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.