Lennar Corporation (ticker LEN) reported fourth-quarter fiscal 2025 results with revenue of $9.4 billion, down 5.8% year‑over‑year. Gross profit declined to $829 million (-46.7% YoY), while operating profit totaled $644 million (-52.8% YoY). Net income attributable to common shareholders was $490.2 million (-55.3% YoY) and diluted earnings per share came in at $1.93 (-52.5% YoY).
Cash flow from operating activities improved meaningfully to $1.76 billion (+80.6% YoY), while purchases of property, plant and equipment were -$85.2 million (+106.0% YoY). The company held $3.44 billion in cash and cash equivalents (-26.2% YoY) and reported total liabilities of $12.29 billion (-7.5% YoY). Cost of sales rose to $8.54 billion (+1.8% YoY), reflecting margin pressure across the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Lennar Corporation Hedge Fund Activity
We have seen 458 institutional investors add shares of Lennar Corporation stock to their portfolio, and 495 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 3,841,881 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $484,230,681
- VIKING GLOBAL INVESTORS LP removed 2,523,594 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $318,073,787
- JANUS HENDERSON GROUP PLC added 1,856,769 shares (+4399.0%) to their portfolio in Q3 2025, for an estimated $234,027,164
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,522,710 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $191,922,368
- FMR LLC added 1,271,541 shares (+27.0%) to their portfolio in Q3 2025, for an estimated $160,265,027
- VANGUARD GROUP INC removed 1,264,111 shares (-4.7%) from their portfolio in Q3 2025, for an estimated $159,328,550
- PACER ADVISORS, INC. removed 1,188,601 shares (-97.8%) from their portfolio in Q3 2025, for an estimated $149,811,270
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lennar Corporation Congressional Stock Trading
Members of Congress have traded $LEN stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LEN stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/18 and 1 sale worth up to $15,000 on 12/19.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lennar Corporation Analyst Ratings
Wall Street analysts have issued reports on $LEN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Underperform" rating on 12/18/2025
- UBS issued a "Buy" rating on 12/18/2025
- Barclays issued a "Underweight" rating on 12/18/2025
- JP Morgan issued a "Underweight" rating on 12/18/2025
- JMP Securities issued a "Market Outperform" rating on 09/22/2025
- Raymond James issued a "Underperform" rating on 09/22/2025
To track analyst ratings and price targets for Lennar Corporation, check out Quiver Quantitative's $LEN forecast page.
Lennar Corporation Price Targets
Multiple analysts have issued price targets for $LEN recently. We have seen 11 analysts offer price targets for $LEN in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Anthony Pettinari from Citigroup set a target price of $113.0 on 01/08/2026
- Sam Reid from Wells Fargo set a target price of $105.0 on 01/06/2026
- John Lovallo from UBS set a target price of $122.0 on 01/06/2026
- Michael Rehaut from JP Morgan set a target price of $80.0 on 12/18/2025
- Matthew Bouley from Barclays set a target price of $88.0 on 12/18/2025
- Jade Rahmani from Keefe, Bruyette & Woods set a target price of $115.0 on 12/18/2025
- Rafe Jadrosich from B of A Securities set a target price of $95.0 on 12/18/2025
