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 Price Performance

Shares of NYSE LEN traded up $0.20 during mid-day trading on Friday, hitting $116.32. 2,380,666 shares of the company’s stock traded hands, compared to its average volume of 2,431,009. The company has a debt-to-equity ratio of 0.18, a current ratio of 4.89 and a quick ratio of 1.36. Lennar Corporation has a 1 year low of $98.42 and a 1 year high of $144.24. The company’s 50-day moving average is $113.05 and its two-hundred day moving average is $122.03. The company has a market capitalization of $28.73 billion, a P/E ratio of 14.56, a PEG ratio of 1.69 and a beta of 1.44.

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

Lennar Announces Dividend

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

Institutional Trading of Lennar

A number of hedge funds have recently bought and sold shares of the business. Compound Planning Inc. lifted its stake in shares of Lennar by 8.4% in the 4th quarter. Compound Planning Inc. now owns 2,972 shares of the construction company’s stock valued at $306,000 after purchasing an additional 231 shares during the last quarter. Corient Private Wealth LLC raised its holdings in Lennar by 104.2% in the 4th quarter. Corient Private Wealth LLC now owns 135,342 shares of the construction company’s stock valued at $13,913,000 after buying an additional 69,061 shares during the period. Alpine Woods Capital Investors LLC acquired a new position in Lennar in the fourth quarter valued at about $299,000. Vident Advisory LLC increased its position in shares of Lennar by 56.9% during the fourth quarter. Vident Advisory LLC now owns 23,026 shares of the construction company’s stock valued at $2,367,000 after acquiring an additional 8,351 shares during the last quarter. Finally, Beacon Pointe Advisors LLC raised its stake in shares of Lennar by 113.0% in the 4th quarter. Beacon Pointe Advisors LLC now owns 7,082 shares of the construction company’s stock valued at $728,000 after acquiring an additional 3,757 shares during the period. Institutional investors and hedge funds own 81.10% of the company’s stock.

Analysts Set New Price Targets

LEN has been the subject of several analyst reports. The Goldman Sachs Group restated a “neutral” rating and issued a $125.00 target price on shares of Lennar in a report on Tuesday, January 13th. Argus raised Lennar to a “strong-buy” rating in a research note on Friday, January 16th. Citizens Jmp reiterated a “market perform” rating on shares of Lennar in a report on Wednesday, January 7th. Bank of America reissued an “underperform” rating and issued a $95.00 price objective (down from $125.00) on shares of Lennar in a research report on Thursday, December 18th. Finally, Keefe, Bruyette & Woods dropped their price target on Lennar from $125.00 to $115.00 and set a “market perform” rating on the stock in a research report on Thursday, December 18th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Hold rating and eight have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Reduce” and an average target price of $106.38.

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.

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.