Lennar (NYSE:LEN) Issues Q2 2026 Earnings Guidance

Lennar (NYSE:LEN) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.100-1.400 for the period, compared to the consensus EPS estimate of 1.460. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

LEN has been the subject of several research reports. Citizens Jmp reaffirmed a “market perform” rating on shares of Lennar in a report on Wednesday, January 7th. BTIG Research set a $90.00 target price on shares of Lennar in a report on Thursday, December 18th. Barclays lowered their price target on shares of Lennar from $85.00 to $80.00 and set an “underweight” rating on the stock in a report on Wednesday. Zacks Research raised Lennar from a “strong sell” rating to a “hold” rating in a research report on Thursday, March 19th. Finally, JPMorgan Chase & Co. decreased their price objective on Lennar from $115.00 to $80.00 and set an “underweight” rating for the company in a report on Thursday, December 18th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Hold rating and eight have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $98.79.

Lennar Price Performance

NYSE:LEN opened at $88.85 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 4.77 and a quick ratio of 0.97. The company has a 50 day moving average price of $103.32 and a 200-day moving average price of $113.78. Lennar has a 1-year low of $83.03 and a 1-year high of $144.24. The firm has a market cap of $21.94 billion, a price-to-earnings ratio of 12.75, a price-to-earnings-growth ratio of 1.90 and a beta of 1.47.

Lennar (NYSE:LEN) last announced its quarterly earnings results on Thursday, March 12th. The construction company reported $0.88 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.95 by ($0.07). Lennar had a return on equity of 7.80% and a net margin of 5.39%.The firm had revenue of $6.62 billion for the quarter, compared to analysts’ expectations of $6.90 billion. During the same period last year, the company posted $2.14 earnings per share. The business’s quarterly revenue was down 13.3% on a year-over-year basis. Equities research analysts forecast that Lennar will post 12.48 EPS for the current year.

Lennar Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd will be given a dividend of $0.50 per share. The ex-dividend date is Wednesday, April 22nd. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.3%. Lennar’s dividend payout ratio (DPR) is 28.74%.

Institutional Trading of Lennar

Institutional investors have recently bought and sold shares of the business. DV Equities LLC purchased a new stake in shares of Lennar in the fourth quarter valued at approximately $31,000. Quarry LP acquired a new stake in Lennar in the 4th quarter valued at $41,000. IFC & Insurance Marketing Inc. purchased a new stake in Lennar in the 4th quarter worth $45,000. Cary Street Partners Financial LLC acquired a new position in Lennar during the second quarter worth $47,000. Finally, EFG International AG purchased a new position in Lennar during the fourth quarter valued at $62,000. 81.10% of the stock is owned by institutional investors and hedge funds.

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.