Lennar (LEN) to Release Earnings on Thursday

Lennar (NYSE:LEN) will likely be issuing its Q1 2026 results after the market closes on Thursday, March 12th. Analysts expect the company to announce earnings of $0.96 per share and revenue of $6.8980 billion for the quarter. Investors may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Friday, March 13, 2026 at 11:00 AM ET.

Lennar (NYSE:LEN) last released its earnings results 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). Lennar had a return on equity of 9.27% and a net margin of 6.08%.The company had revenue of $9.37 billion during the quarter, compared to the consensus estimate of $9.17 billion. During the same period in the previous year, the firm posted $4.03 EPS. Lennar’s revenue for the quarter was down 5.8% on a year-over-year basis. On average, analysts expect Lennar to post $12 EPS for the current fiscal year and $16 EPS for the next fiscal year.

Lennar Stock Performance

Shares of LEN stock opened at $98.78 on Wednesday. The stock has a market capitalization of $24.40 billion, a price-to-earnings ratio of 12.36, a PEG ratio of 1.44 and a beta of 1.43. Lennar has a one year low of $96.40 and a one year high of $144.24. The company’s 50-day simple moving average is $113.03 and its 200-day simple moving average is $120.36. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.36 and a current ratio of 4.89.

Lennar Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Wednesday, February 4th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Wednesday, February 4th. Lennar’s dividend payout ratio (DPR) is currently 25.03%.

Analysts Set New Price Targets

Several brokerages have recently commented on LEN. Bank of America reiterated an “underperform” rating and issued a $95.00 target price (down from $125.00) on shares of Lennar in a research report on Thursday, December 18th. UBS Group cut Lennar from a “buy” rating to a “neutral” rating and reduced their price objective for the stock from $137.00 to $122.00 in a research note on Tuesday, January 6th. BTIG Research set a $90.00 price objective on shares of Lennar in a report on Thursday, December 18th. Zacks Research cut shares of Lennar from a “hold” rating to a “strong sell” rating in a report on Thursday, January 8th. Finally, JPMorgan Chase & Co. reduced their price target on shares of Lennar from $115.00 to $80.00 and set an “underweight” rating on the stock in a research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Lennar currently has a consensus rating of “Reduce” and an average price target of $106.14.

Institutional Investors Weigh In On Lennar

Hedge funds have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC increased its position in Lennar by 7.1% in the 2nd quarter. Lazard Asset Management LLC now owns 1,278 shares of the construction company’s stock worth $141,000 after purchasing an additional 85 shares during the last quarter. Rossby Financial LCC lifted its holdings in shares of Lennar by 9.1% during the 4th quarter. Rossby Financial LCC now owns 1,059 shares of the construction company’s stock valued at $109,000 after buying an additional 88 shares during the last quarter. KDT Advisors LLC grew its stake in shares of Lennar by 2.7% in the 3rd quarter. KDT Advisors LLC now owns 4,654 shares of the construction company’s stock valued at $587,000 after buying an additional 123 shares in the last quarter. Orion Porfolio Solutions LLC increased its holdings in Lennar by 0.7% in the fourth quarter. Orion Porfolio Solutions LLC now owns 17,725 shares of the construction company’s stock worth $1,822,000 after buying an additional 130 shares during the last quarter. Finally, United Capital Financial Advisors LLC raised its position in Lennar by 1.5% during the third quarter. United Capital Financial Advisors LLC now owns 10,440 shares of the construction company’s stock valued at $1,316,000 after acquiring an additional 150 shares in the last quarter. 81.10% of the stock is currently owned by institutional investors.

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.