Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Lennar Corporation (NYSE:LEN)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Lennar Corporation (NYSE:LEN). In a filing disclosed on February 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Lennar stock on January 9th. 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):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Lennar Stock Performance

Shares of LEN stock opened at $116.32 on Friday. The company has a current ratio of 4.89, a quick ratio of 1.36 and a debt-to-equity ratio of 0.18. The stock has a 50 day simple moving average of $113.05 and a 200-day simple moving average of $122.03. The company has a market cap of $28.73 billion, a price-to-earnings ratio of 14.56, a price-to-earnings-growth ratio of 1.69 and a beta of 1.44. Lennar Corporation has a 12-month low of $98.42 and a 12-month high of $144.24.

Lennar (NYSE:LEN) last announced its quarterly earnings data on Tuesday, December 16th. The construction company reported $2.03 earnings per share for the quarter, missing analysts’ consensus estimates of $2.30 by ($0.27). Lennar had a return on equity of 9.27% and a net margin of 6.08%.The business had revenue of $9.37 billion for the quarter, compared to analyst estimates of $9.17 billion. During the same period in the prior year, the company earned $4.03 EPS. The company’s revenue was down 5.8% on a year-over-year basis. On average, equities analysts forecast that Lennar Corporation will post 12.48 EPS for the current year.

Lennar Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Wednesday, February 4th were given a dividend of $0.50 per share. The ex-dividend date was Wednesday, February 4th. This represents a $2.00 annualized dividend and a yield of 1.7%. Lennar’s payout ratio is presently 25.03%.

Analyst Upgrades and Downgrades

A number of analysts recently commented on LEN shares. Keefe, Bruyette & Woods decreased their price objective on shares of Lennar from $125.00 to $115.00 and set a “market perform” rating on the stock in a report on Thursday, December 18th. Wall Street Zen lowered Lennar from a “hold” rating to a “sell” rating in a research note on Monday, December 8th. JPMorgan Chase & Co. dropped their price objective on Lennar from $115.00 to $80.00 and set an “underweight” rating for the company in a research note on Thursday, December 18th. Wells Fargo & Company decreased their target price on Lennar from $110.00 to $105.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 6th. Finally, Bank of America restated an “underperform” rating and issued a $95.00 price target (down previously from $125.00) on shares of Lennar in a research report on Thursday, December 18th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Hold rating and eight have given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Reduce” and an average target price of $106.38.

Institutional Trading of Lennar

Institutional investors and hedge funds have recently made changes to their positions in the stock. Guerra Advisors Inc purchased a new stake in Lennar during the 3rd quarter worth about $25,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Lennar during the third quarter worth about $25,000. Redmont Wealth Advisors LLC acquired a new position in shares of Lennar in the third quarter valued at approximately $26,000. High Point Wealth Management LLC purchased a new position in shares of Lennar during the fourth quarter valued at approximately $31,000. Finally, DV Equities LLC acquired a new stake in Lennar during the fourth quarter worth approximately $31,000. 81.10% of the stock is currently owned by hedge funds and other institutional investors.

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.