Rep. Gilbert Ray Cisneros, Jr. Buys Lennar Corporation (NYSE:LEN) Stock

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Lennar Corporation (NYSE:LEN). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Lennar stock on November 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Lennar Price Performance

LEN stock opened at $107.91 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.68 and a current ratio of 4.89. The stock’s 50 day moving average price is $122.72 and its 200 day moving average price is $121.53. The firm has a market cap of $27.52 billion, a P/E ratio of 13.51, a PEG ratio of 4.54 and a beta of 1.38. Lennar Corporation has a 1 year low of $98.42 and a 1 year high of $144.24.

Lennar (NYSE:LEN) last issued 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 firm had revenue of $9.37 billion for the quarter, compared to analysts’ expectations of $9.17 billion. Lennar had a return on equity of 9.27% and a net margin of 6.08%.The business’s quarterly revenue was down 5.8% compared to the same quarter last year. During the same quarter last year, the firm earned $4.03 earnings per share. On average, sell-side analysts expect that Lennar Corporation will post 12.48 earnings per share for the current fiscal year.

Lennar Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, October 27th. Stockholders of record on Friday, October 10th were given a $0.50 dividend. The ex-dividend date was Friday, October 10th. This represents a $2.00 annualized dividend and a dividend yield of 1.9%. Lennar’s dividend payout ratio is currently 25.03%.

Hedge Funds Weigh In On Lennar

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Guerra Advisors Inc acquired a new stake in shares of Lennar in the 3rd quarter worth approximately $25,000. KERR FINANCIAL PLANNING Corp purchased a new stake in Lennar during the third quarter valued at about $25,000. Redmont Wealth Advisors LLC acquired a new position in Lennar in the 3rd quarter worth approximately $26,000. FNY Investment Advisers LLC purchased a new position in shares of Lennar during the second quarter valued at $33,000. Finally, Rexford Capital Inc. acquired a new position in shares of Lennar in the 2nd quarter valued at about $36,000. 81.10% of the stock is currently owned by institutional investors and hedge funds.

Key Stores Impacting Lennar

Here are the key news stories impacting Lennar this week:

• Positive Sentiment: Technicals and estimate momentum: Zacks notes LEN is in oversold territory after recent selling and highlights broad analyst agreement in raising earnings estimates, which could set up a trend reversal if fundamentals stop deteriorating. Article Title
• Positive Sentiment: Longer-term rebound case: Zacks includes LEN among “beaten-down” names that could see a turnaround in 2026 if identifiable catalysts (policy, rates, affordability improvements) reaccelerate demand. Article Title
• Neutral Sentiment: Earnings-call details available: The full Q4 2025 earnings call transcript outlines management’s commentary and guidance assumptions; useful for assessing whether cost and volume plans are credible. Article Title
• Neutral Sentiment: Operational response: HousingWire reports Lennar is targeting margin stability through operational efficiency and steady volumes — a key item to watch for margin recovery. Article Title
• Negative Sentiment: Earnings miss and market reaction: LEN reported weaker-than-expected Q4 results and shares gapped down on the miss, prompting the initial selloff. Article Title
• Negative Sentiment: Price cuts and demand worries: Lennar cut home prices by ~10% and the CEO acknowledged an affordability crisis — a clear near-term drag on ASPs and margins. Article Title
• Negative Sentiment: Analyst downgrades and price-target cuts: Multiple firms trimmed ratings or targets (JPMorgan to $80 underweight; RBC and BofA to underperform with ~$95 PT; KBW cut PT to $115), increasing downside pressure from sell-side sentiment. Article Title Article Title
• Negative Sentiment: Profit fell and housing remains stagnant: The WSJ and other outlets highlight a drop in quarterly profit and a still-soft housing market — macro demand weakness could keep headwinds for LEN. Article Title

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Keefe, Bruyette & Woods decreased their price target on shares of Lennar from $125.00 to $115.00 and set a “market perform” rating on the stock in a report on Thursday. Wall Street Zen cut Lennar from a “hold” rating to a “sell” rating in a report on Monday, December 8th. JMP Securities upped their price target on Lennar from $130.00 to $140.00 and gave the stock a “market outperform” rating in a research note on Monday, September 22nd. Zacks Research raised Lennar from a “strong sell” rating to a “hold” rating in a research note on Thursday, December 4th. Finally, Wells Fargo & Company decreased their target price on Lennar from $125.00 to $110.00 and set an “equal weight” rating for the company in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eight have given a Hold rating and seven have assigned a Sell rating to the company. According to data from MarketBeat, Lennar currently has an average rating of “Reduce” and a consensus target price of $109.62.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Lennar Company Profile

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.