Myriad Asset Management US LP Sells 6,541 Shares of Lennar Corporation $LEN

Myriad Asset Management US LP decreased its position in Lennar Corporation (NYSE:LEN) by 74.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 2,195 shares of the construction company’s stock after selling 6,541 shares during the period. Myriad Asset Management US LP’s holdings in Lennar were worth $226,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of LEN. Guerra Advisors Inc acquired a new stake in shares of Lennar in the third quarter valued at approximately $25,000. Redmont Wealth Advisors LLC acquired a new position in Lennar during the third quarter worth $26,000. KERR FINANCIAL PLANNING Corp bought a new position in Lennar in the third quarter valued at $25,000. Rexford Capital Inc. acquired a new stake in Lennar in the 2nd quarter valued at $36,000. Finally, Washington Trust Advisors Inc. lifted its position in Lennar by 102.7% during the 3rd quarter. Washington Trust Advisors Inc. now owns 371 shares of the construction company’s stock worth $47,000 after buying an additional 188 shares in the last quarter. Institutional investors and hedge funds own 81.10% of the company’s stock.

Lennar Stock Performance

Shares of LEN stock opened at $86.53 on Friday. Lennar Corporation has a 52 week low of $83.03 and a 52 week high of $144.24. The company has a market capitalization of $21.37 billion, a price-to-earnings ratio of 12.43, a PEG ratio of 1.85 and a beta of 1.47. The company has a 50-day simple moving average of $105.15 and a 200 day simple moving average of $114.87. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.97 and a current ratio of 4.77.

Lennar (NYSE:LEN) last released its quarterly earnings results on Thursday, March 12th. The construction company reported $0.88 earnings per share for the quarter, missing the consensus estimate of $0.95 by ($0.07). Lennar had a net margin of 5.39% and a return on equity of 7.80%. The company had revenue of $6.62 billion during the quarter, compared to the consensus estimate of $6.90 billion. During the same period in the prior year, the company earned $2.14 earnings per share. The firm’s revenue was down 13.3% compared to the same quarter last year. On average, sell-side analysts predict that Lennar Corporation will post 12.48 earnings per share for the current year.

Lennar Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Wednesday, February 4th were issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Wednesday, February 4th. Lennar’s dividend payout ratio (DPR) is presently 28.74%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on LEN shares. Argus upgraded Lennar to a “strong-buy” rating in a report on Friday, January 16th. Wall Street Zen cut Lennar from a “hold” rating to a “sell” rating in a research report on Monday, December 8th. The Goldman Sachs Group decreased their price target on Lennar from $125.00 to $118.00 and set a “neutral” rating for the company in a research note on Thursday, March 5th. Evercore lowered Lennar from an “in-line” rating to an “underperform” rating and lowered their price target for the stock from $114.00 to $92.00 in a research report on Thursday, December 18th. Finally, Citigroup cut their price objective on Lennar from $113.00 to $104.00 and set a “neutral” rating for the company in a report on Tuesday, March 17th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Hold rating and eight have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Lennar currently has an average rating of “Reduce” and an average price target of $101.14.

Trending Headlines about Lennar

Here are the key news stories impacting Lennar this week:

• Positive Sentiment: Analyst bullish / constructive take: a recent commentary argues Lennar still has a “strong foundation” and long‑term rebuilding potential based on its business mix and balance‑sheet strength, providing a counterpoint for investors looking past near‑term volatility. Article Title
• Neutral Sentiment: Market performance note: coverage shows Lennar underperformed peers in recent trading sessions, reflecting sectorwide pressures as well as company‑specific headlines rather than a change in fundamentals overnight. Article Title
• Neutral Sentiment: Local condo bankruptcy story: a Florida condo association meeting turned contentious (Delray Beach). This is a localized real‑estate issue and not directly tied to Lennar operations, but it underscores ongoing stress in certain resale/condo markets that investors watch for regional demand signals. Article Title
• Negative Sentiment: Earnings shock and downgrades triggered a sharp sell‑off: coverage summarizes a ~25% one‑day drop after Lennar missed expectations and analysts cut ratings/targets, which accelerated outflows and widened intra‑day volatility. This is the principal driver of today’s decline. Article Title
• Negative Sentiment: Multiple estimate cuts from Zacks: Zacks trimmed several near‑term quarterly EPS forecasts and cut FY2026 EPS materially (from prior estimates), while maintaining a “Hold” stance—indicating lowered growth expectations that weigh on sentiment. Article Title
• Negative Sentiment: Price‑target / sentiment downgrades by brokers: Truist cut its price target to $90 and other firms (including Keefe, Bruyette & Woods) issued pessimistic outlooks on LEN’s near‑term stock trajectory—contributing to selling pressure from institutional and quant strategies. Truist Lowers Lennar Price Target Keefe, Bruyette & Woods Pessimistic Forecast

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.