Rep. Gilbert Ray Cisneros, Jr. Sells Lennar Corporation (NYSE:LEN) Stock

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 Stock Performance

LEN stock traded up $0.20 during trading on Friday, reaching $116.32. The stock had a trading volume of 2,380,666 shares, compared to its average volume of 2,431,009. The firm has a market cap of $28.73 billion, a PE ratio of 14.56, a PEG ratio of 1.69 and a beta of 1.44. The company has a current ratio of 4.89, a quick ratio of 1.36 and a debt-to-equity ratio of 0.18. The stock’s 50 day moving average is $113.05 and its two-hundred day moving average is $122.03. Lennar Corporation has a 52 week low of $98.42 and a 52 week high of $144.24.

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

Lennar Dividend Announcement

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

Institutional Trading of Lennar

Several institutional investors have recently made changes to their positions in the business. Compound Planning Inc. grew its position in shares of Lennar by 8.4% during the fourth 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 in the last quarter. Corient Private Wealth LLC grew its holdings in Lennar by 104.2% during 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 in the last quarter. Alpine Woods Capital Investors LLC bought a new stake in Lennar in the 4th quarter worth approximately $299,000. Vident Advisory LLC raised its holdings in shares of Lennar by 56.9% during the 4th quarter. Vident Advisory LLC now owns 23,026 shares of the construction company’s stock worth $2,367,000 after acquiring an additional 8,351 shares in the last quarter. Finally, Beacon Pointe Advisors LLC boosted its position in shares of Lennar by 113.0% during 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 last quarter. Hedge funds and other institutional investors own 81.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on LEN. Citizens Jmp reiterated a “market perform” rating on shares of Lennar in a research report on Wednesday, January 7th. Zacks Research cut Lennar from a “hold” rating to a “strong sell” rating in a report on Thursday, January 8th. Evercore lowered Lennar from an “in-line” rating to an “underperform” rating and cut their price target for the company from $114.00 to $92.00 in a report on Thursday, December 18th. Wells Fargo & Company reduced their price target on Lennar from $110.00 to $105.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 6th. Finally, Barclays lowered their price objective on Lennar from $98.00 to $88.00 and set an “underweight” 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 given a Hold rating and eight have given a Sell rating to the stock. According to MarketBeat.com, Lennar has an average rating of “Reduce” and a consensus price target 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.