Lennar Corporation $LEN Stock Sold by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. cut its holdings in Lennar Corporation (NYSE:LEN) by 81.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,100 shares of the construction company’s stock after selling 64,937 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Lennar were worth $1,232,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in the business. Fifth Third Wealth Advisors LLC lifted its stake in Lennar by 2.5% in the third quarter. Fifth Third Wealth Advisors LLC now owns 5,067 shares of the construction company’s stock worth $413,000 after acquiring an additional 124 shares during the period. KCM Investment Advisors LLC raised its holdings in Lennar by 1.3% in the 1st quarter. KCM Investment Advisors LLC now owns 9,879 shares of the construction company’s stock worth $858,000 after purchasing an additional 125 shares in the last quarter. Wisconsin Wealth Advisors LLC raised its holdings in Lennar by 2.2% in the 3rd quarter. Wisconsin Wealth Advisors LLC now owns 6,495 shares of the construction company’s stock worth $530,000 after purchasing an additional 140 shares in the last quarter. Wedmont Private Capital lifted its position in shares of Lennar by 4.8% in the 2nd quarter. Wedmont Private Capital now owns 3,460 shares of the construction company’s stock worth $292,000 after purchasing an additional 157 shares during the period. Finally, Quest 10 Wealth Builders Inc. lifted its position in shares of Lennar by 100.0% in the 3rd quarter. Quest 10 Wealth Builders Inc. now owns 368 shares of the construction company’s stock worth $30,000 after purchasing an additional 184 shares during the period. 81.10% of the stock is owned by hedge funds and other institutional investors.

Lennar Stock Down 0.0%

Shares of Lennar stock traded down $0.03 during trading on Friday, hitting $83.55. The company’s stock had a trading volume of 2,473,225 shares, compared to its average volume of 3,836,905. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.69 and a current ratio of 4.94. The company has a fifty day simple moving average of $81.58 and a two-hundred day simple moving average of $90.17. The company has a market capitalization of $19.88 billion, a PE ratio of 15.79, a P/E/G ratio of 3.15 and a beta of 1.36. Lennar Corporation has a 52 week low of $71.78 and a 52 week high of $133.76.

Lennar (NYSE:LEN) last issued its quarterly earnings results on Wednesday, September 16th. The construction company reported $1.23 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.29 by ($0.06). Lennar had a net margin of 4.09% and a return on equity of 6.15%. The business had revenue of $8.05 billion for the quarter, compared to analysts’ expectations of $8.32 billion. During the same period last year, the business earned $2.00 earnings per share. The company’s revenue was down 8.7% on a year-over-year basis. Equities research analysts predict that Lennar Corporation will post 4.86 earnings per share for the current year.

Lennar Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 22nd. Stockholders of record on Wednesday, October 7th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Wednesday, October 7th. Lennar’s dividend payout ratio (DPR) is presently 37.81%.

Recent Lennar Headlines

These are some of the LEN headlines that stood out recently:

• Negative Sentiment: The lawsuit alleges Lennar and senior executives made false or misleading statements and failed to disclose adverse information. One notice says the claims concern Lennar’s operating strategy and the purpose of its Millrose spin-off. These remain allegations, not established findings. Article: Investor Alert: Robbins LLP Informs Investors of the Lennar Corporation Class Action Lawsuit
• Negative Sentiment: The case covers investors who bought Lennar stock between February 7, 2025, and October 2, 2026. Investors have until January 11, 2027, to seek appointment as lead plaintiff. Repeated law-firm announcements may keep litigation and disclosure concerns in focus, although the reports do not establish the lawsuit’s merits or quantify any financial impact. Article: Securities Class Action Filed Against Lennar Corporation

Insider Activity at Lennar

In related news, major shareholder Berkshire Hathaway Inc purchased 1,708,095 shares of the company’s stock in a transaction dated Friday, October 2nd. The shares were purchased at an average cost of $79.44 per share, with a total value of $135,691,066.80. Following the transaction, the insider directly owned 28,438,045 shares in the company, valued at $2,259,118,294.80. This trade represents a 6.39% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Over the last quarter, insiders purchased 7,502,276 shares of company stock valued at $595,303,287. Insiders own 10.05% of the company’s stock.

Analysts Set New Price Targets

LEN has been the topic of a number of research reports. Seaport Research Partners cut their target price on shares of Lennar from $74.00 to $70.00 and set a “sell” rating on the stock in a research note on Monday, September 21st. Wells Fargo & Company increased their price target on shares of Lennar from $75.00 to $80.00 and gave the stock an “equal weight” rating in a research note on Monday, November 2nd. Citizens Jmp restated a “hold” rating on shares of Lennar in a report on Thursday, September 17th. BTIG Research reaffirmed a “sell” rating and set a $63.00 price objective on shares of Lennar in a research report on Friday, September 18th. Finally, Truist Financial reduced their target price on Lennar from $80.00 to $75.00 and set a “hold” rating on the stock in a report on Wednesday, September 16th. One analyst has rated the stock with a Buy rating, seven have issued a Hold rating and eleven have assigned a Sell rating to the company. According to data from MarketBeat, Lennar has a consensus rating of “Strong Sell” and an average price target of $78.87.

Lennar Company Profile

Lennar Corporation is a U.S. homebuilder that designs, builds and sells homes in communities across many major housing markets in the country. Its offerings include single-family homes and townhomes, with options and designs aimed at a range of homebuyers. The company also provides services that support home purchases, including mortgage financing and title and closing services. Lennar traces its roots to a homebuilding business founded in Miami in 1954 and has expanded its operations across the United States.