Lennar (NYSE:LEN) Upgraded at Zacks Research

Zacks Research upgraded shares of Lennar (NYSE:LEN) from a strong sell rating to a hold rating in a research report sent to investors on Thursday,Zacks.com reports.

A number of other equities analysts have also recently commented on LEN. The Goldman Sachs Group decreased their price target on Lennar from $125.00 to $118.00 and set a “neutral” rating on the stock in a research note on Thursday, March 5th. Bank of America restated an “underperform” rating and issued a $95.00 target price (down from $125.00) on shares of Lennar in a report on Thursday, December 18th. Weiss Ratings downgraded shares of Lennar from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 16th. Royal Bank Of Canada set a $88.00 price target on shares of Lennar in a report on Friday, January 9th. Finally, JPMorgan Chase & Co. cut their price target on shares of Lennar from $115.00 to $80.00 and set an “underweight” rating on the stock in a report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Hold rating and eight have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Reduce” and an average price target of $102.07.

Lennar Stock Performance

NYSE LEN opened at $90.40 on Thursday. The company has a 50-day simple moving average of $111.07 and a two-hundred day simple moving average of $118.27. Lennar has a 12-month low of $89.63 and a 12-month high of $144.24. The firm has a market cap of $22.33 billion, a price-to-earnings ratio of 12.99, a PEG ratio of 1.92 and a beta of 1.43. The company has a quick ratio of 0.97, a current ratio of 4.77 and a debt-to-equity ratio of 0.18.

Lennar (NYSE:LEN) last released its quarterly earnings data on Thursday, March 12th. The construction company reported $0.88 EPS for the quarter, missing the consensus estimate of $0.95 by ($0.07). The company had revenue of $6.62 billion during the quarter, compared to analysts’ expectations of $6.90 billion. Lennar had a return on equity of 7.80% and a net margin of 5.39%.The firm’s quarterly revenue was down 13.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.14 EPS. On average, equities analysts forecast that Lennar will post 12.48 EPS for the current year.

Lennar Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors 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 dividend yield of 2.2%. Lennar’s payout ratio is currently 28.74%.

Institutional Trading of Lennar

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

Lennar News Roundup

Here are the key news stories impacting Lennar this week:

• Positive Sentiment: Unusually large call buying — investors purchased ~26,020 LEN call options on Friday (≈+67% vs. average), signalling short‑term bullish/speculative interest or hedging that can add upside pressure or volatility.
• Neutral Sentiment: Lennar’s profits fell in the latest quarter but some commentators argue the long‑term housing outlook remains intact, framing today’s drop as a potential “buy‑the‑dip” opportunity. Lennar Corp Saw Profits Fall in Its Latest Quarter
• Neutral Sentiment: Highlights from Lennar’s Q1 earnings call raised analyst questions around backlog, cancellations and pricing — useful context for near‑term guidance but not an immediate catalyst by itself. The 5 Most Interesting Analyst Questions From Lennar’s Q1 Earnings Call
• Negative Sentiment: Share price hit a 52‑week low, reflecting intensified downside pressure and investor concern about near‑term performance. Lennar Corporation stock hits 52-week low at 92.12 USD
• Negative Sentiment: Sector weakness — major homebuilders including Lennar are falling together, so broader market sentiment for housing is amplifying LEN’s decline. LGI Homes, KB Home, Toll Brothers, Lennar, and PulteGroup shares are falling
• Negative Sentiment: Independent research and brokers turned more pessimistic — Keefe, Bruyette & Woods issued a downbeat forecast and Citigroup lowered expectations, pressuring sentiment and likely price targets. Keefe, Bruyette & Woods Issues Pessimistic Forecast for Lennar Citigroup Has Lowered Expectations for Lennar
• Negative Sentiment: Bear thesis: analysts warning the housing market won’t recover in 2026, which increases downside risk for builders reliant on demand normalization. Bear of the Day: Lennar (LEN)

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.