Lennar (NYSE:LEN) Updates Q2 2025 Earnings Guidance

Lennar (NYSE:LEN) updated its second quarter 2025 earnings guidance on Monday morning. The company provided earnings per share guidance of 1.800-2.000 for the period, compared to the consensus earnings per share estimate of 1.930. The company issued revenue guidance of -.

Lennar Stock Down 4.1 %

LEN stock opened at $115.09 on Monday. Lennar has a fifty-two week low of $111.26 and a fifty-two week high of $187.61. The stock has a market capitalization of $30.56 billion, a price-to-earnings ratio of 8.03, a PEG ratio of 1.24 and a beta of 1.69. The business’s fifty day moving average price is $126.09 and its two-hundred day moving average price is $153.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 4.71 and a quick ratio of 1.06.

Lennar (NYSE:LEN) last announced its earnings results on Thursday, March 20th. The construction company reported $2.14 EPS for the quarter, topping the consensus estimate of $1.70 by $0.44. The company had revenue of $7.63 billion for the quarter, compared to analysts’ expectations of $7.44 billion. Lennar had a net margin of 11.10% and a return on equity of 13.93%. The business’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same period last year, the firm earned $2.57 earnings per share. On average, equities analysts anticipate that Lennar will post 12.48 earnings per share for the current year.

Lennar Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, February 12th. Stockholders of record on Wednesday, January 29th were paid a $0.50 dividend. The ex-dividend date was Wednesday, January 29th. This represents a $2.00 annualized dividend and a dividend yield of 1.74%. Lennar’s payout ratio is 13.95%.

Analyst Ratings Changes

A number of research firms have recently weighed in on LEN. UBS Group reduced their price target on shares of Lennar from $205.00 to $192.00 and set a “buy” rating on the stock in a research note on Wednesday, January 8th. Citigroup reduced their target price on Lennar from $196.00 to $150.00 and set a “neutral” rating on the stock in a report on Monday, January 6th. Wells Fargo & Company dropped their price target on shares of Lennar from $130.00 to $125.00 and set an “equal weight” rating on the stock in a research report on Tuesday, March 18th. Wolfe Research cut shares of Lennar from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, January 8th. Finally, BTIG Research lowered shares of Lennar from a “buy” rating to a “neutral” rating in a report on Friday, December 20th. Fourteen equities research analysts have rated the stock with a hold rating, five have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $164.53.

Institutional Trading of Lennar

An institutional investor recently raised its position in Lennar stock. Brighton Jones LLC raised its stake in shares of Lennar Co. (NYSE:LEN) by 27.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,727 shares of the construction company’s stock after acquiring an additional 377 shares during the period. Brighton Jones LLC’s holdings in Lennar were worth $236,000 as of its most recent SEC filing. Institutional investors own 81.10% of the company’s stock.

Lennar Company Profile

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.