Lennar (NYSE:LEN) Upgraded at Zacks Research

Lennar (NYSE:LEN) was upgraded by equities research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a report released on Thursday,Zacks.com reports.

LEN has been the topic of a number of other research reports. Citizens Jmp reissued a “market perform” rating on shares of Lennar in a research report on Wednesday, January 7th. Royal Bank Of Canada set a $88.00 price target on shares of Lennar in a research note on Friday, January 9th. BTIG Research set a $90.00 price target on shares of Lennar in a research report on Thursday, December 18th. Truist Financial reduced their price objective on shares of Lennar from $110.00 to $95.00 and set a “hold” rating for the company in a research note on Monday, March 16th. Finally, UBS Group lowered their target price on Lennar from $122.00 to $107.00 and set a “neutral” 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 assigned a Hold rating and eight have issued a Sell rating to the stock. Based on data from MarketBeat, Lennar presently has an average rating of “Reduce” and a consensus target price of $102.07.

Lennar Stock Down 3.5%

NYSE:LEN opened at $90.40 on Thursday. The stock has a 50-day simple moving average of $111.07 and a 200 day simple moving average of $118.37. Lennar has a 52-week low of $89.63 and a 52-week high of $144.24. The company has a market cap of $22.33 billion, a PE ratio of 12.99, a PEG ratio of 1.99 and a beta of 1.43. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.97 and a current ratio of 4.77.

Lennar (NYSE:LEN) last released its earnings results 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 firm had revenue of $6.62 billion during the quarter, compared to the consensus estimate of $6.90 billion. Lennar had a net margin of 5.39% and a return on equity of 7.80%. The company’s revenue was down 13.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.14 EPS. On average, sell-side analysts expect that Lennar will post 12.48 EPS for the current fiscal year.

Hedge Funds Weigh In On Lennar

A number of institutional investors have recently bought and sold shares of LEN. Concurrent Investment Advisors LLC boosted its stake in shares of Lennar by 73.9% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 10,702 shares of the construction company’s stock worth $1,349,000 after acquiring an additional 4,548 shares during the period. Longfellow Investment Management Co. LLC acquired a new position in shares of Lennar during the 2nd quarter worth approximately $441,000. Employees Retirement System of Texas bought a new stake in Lennar in the 2nd quarter valued at $215,000. Cibc World Market Inc. lifted its holdings in Lennar by 993.0% during the 3rd quarter. Cibc World Market Inc. now owns 129,487 shares of the construction company’s stock valued at $16,321,000 after purchasing an additional 117,640 shares during the last quarter. Finally, Swiss National Bank boosted its position in Lennar by 4.3% during the second quarter. Swiss National Bank now owns 702,872 shares of the construction company’s stock worth $77,745,000 after purchasing an additional 29,300 shares during the period. Institutional investors and hedge funds own 81.10% of the company’s stock.

Key Headlines Impacting Lennar

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)

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.