Lennar Corporation (LEN) reported first-quarter 2026 revenue of $6.6 billion, down 13.3% year-over-year and below the consensus estimate of $7.0 billion.
Balance sheet and cash-flow highlights:
Market reaction: the stock was down 1.08% since market close. Overall, Lennar (LEN) showed strong gross and operating profit growth but reported lower revenue, a steep decline in net income and EPS, and missed the quarter’s revenue and EPS estimates.
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 367 institutional investors add shares of Lennar Corporation stock to their portfolio, and 651 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
- BLACKROCK, INC. removed 3,102,893 shares (-14.6%) from their portfolio in Q4 2025, for an estimated $318,977,400
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 3,046,240 shares (-64.4%) from their portfolio in Q4 2025, for an estimated $313,153,472
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,958,618 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $304,145,930
- FMR LLC removed 2,774,753 shares (-46.3%) from their portfolio in Q4 2025, for an estimated $285,244,608
- JPMORGAN CHASE & CO removed 2,719,284 shares (-48.2%) from their portfolio in Q4 2025, for an estimated $279,542,395
- VIKING GLOBAL INVESTORS LP removed 2,523,594 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $318,073,787
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 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 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 3 times. They made 1 purchase worth up to $15,000 on 11/18 and 2 sales worth up to $30,000 on 01/09, 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
- JP Morgan issued a "Underweight" rating on 12/18/2025
- Barclays issued a "Underweight" rating on 12/18/2025
- UBS issued a "Buy" 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 12 analysts offer price targets for $LEN in the last 6 months, with a median target of $107.5.
Here are some recent targets:
- Jonathan Bettenhausen from Truist Securities set a target price of $110.0 on 03/04/2026
- Anthony Pettinari from Citigroup set a target price of $113.0 on 01/08/2026
- John Lovallo from UBS set a target price of $122.0 on 01/06/2026
- Sam Reid from Wells Fargo set a target price of $105.0 on 01/06/2026
- Michael Rehaut from JP Morgan set a target price of $80.0 on 12/18/2025
- Rafe Jadrosich from B of A Securities set a target price of $95.0 on 12/18/2025
- Stephen Kim from Evercore ISI Group set a target price of $92.0 on 12/18/2025
