Lennar (NYSE:LEN) Receives Sell Rating from Seaport Research Partners

Seaport Research Partners restated their sell rating on shares of Lennar (NYSE:LEN) in a research report report published on Tuesday morning, MarketBeat.com reports. The firm currently has a $74.00 price objective on the construction company’s stock, down from their prior price objective of $140.00.

A number of other equities analysts have also weighed in on the company. UBS Group decreased their target price on Lennar from $122.00 to $107.00 and set a “neutral” rating on the stock in a research note on Monday, March 16th. Citigroup decreased their target price on Lennar from $113.00 to $104.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 17th. Royal Bank Of Canada set a $88.00 price objective on Lennar in a research report on Friday, January 9th. Wells Fargo & Company reduced their price objective on Lennar from $105.00 to $100.00 and set an “equal weight” rating on the stock in a research report on Monday, March 16th. Finally, Barclays reduced their price objective on Lennar from $88.00 to $85.00 and set an “underweight” rating on the stock in a research report on Monday, March 16th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Hold rating and eight have given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Reduce” and an average price target of $101.14.

Lennar Price Performance

Shares of NYSE LEN opened at $85.54 on Tuesday. The firm has a market capitalization of $21.13 billion, a P/E ratio of 12.29, a P/E/G ratio of 1.85 and a beta of 1.47. The company has a quick ratio of 0.97, a current ratio of 4.77 and a debt-to-equity ratio of 0.18. The stock’s 50-day simple moving average is $104.22 and its two-hundred day simple moving average is $114.13. Lennar has a twelve month low of $83.03 and a twelve month high of $144.24.

Lennar (NYSE:LEN) last announced its earnings results on Thursday, March 12th. The construction company reported $0.88 earnings per share for the quarter, missing analysts’ consensus estimates of $0.95 by ($0.07). The business had revenue of $6.62 billion during the quarter, compared to the consensus estimate of $6.90 billion. Lennar had a return on equity of 7.80% and a net margin of 5.39%.Lennar’s revenue was down 13.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.14 earnings per share. As a group, equities analysts anticipate that Lennar will post 12.48 EPS for the current fiscal year.

Lennar Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Stockholders 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 2.3%. Lennar’s dividend payout ratio is 28.74%.

Institutional Investors Weigh In On Lennar

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

More Lennar News

Here are the key news stories impacting Lennar this week:

• Positive Sentiment: Large land deals and acreage purchases expand Lennar’s future buildable pipeline in high-demand regions (Sunbelt, Sacramento area, and near semiconductor plants), supporting medium-term revenue and backlog growth. Lennar eyes 826 acres for homes near TSMC, Amkor plants
• Positive Sentiment: Multiple lot acquisitions and local approvals increase near-term lot supply and give Lennar inventory to convert into homes when demand improves (36-lot purchase, Rochester approval for 108 homes, Sacramento lot buys). These moves support future revenue upside as housing recovers. Terra Development participates in 36 lot sales to Lennar
• Positive Sentiment: Market commentary sees LEN as a deep-value play given a low forward P/E and a consensus price target modestly above current levels — a catalyst if mortgage rates or demand show improvement. 3 Discounted Stocks With Strong Rebound Potential (includes Lennar)
• Negative Sentiment: Zacks cut Q4 2027, FY2027 and FY2028 EPS forecasts and retains a “Hold” view, lowering near-term earnings expectations — a headwind for sentiment and valuation until results stabilize. Lennar — Zacks estimates cut (MarketBeat link)
• Negative Sentiment: Brokerage consensus has shifted toward “Reduce,” signaling broad sell-side caution that can amplify downward moves and reduce buy-side conviction. Lennar Given Consensus Rating of “Reduce” by Brokerages
• Negative Sentiment: Analyst and market attention remains focused on Lennar’s March earnings miss (significant YOY revenue and EPS decline), which explains recent volatility and keeps near-term investor skepticism elevated. Why Lennar Stock Fell 24.1% In March

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.