Qsemble Capital Management LP Makes New $5.45 Million Investment in Lennar Corporation $LEN

Posted by Stanley Muller on May 16th, 2026

Qsemble Capital Management LP acquired a new position in shares of Lennar Corporation (NYSE:LEN – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 53,003 shares of the construction company’s stock, valued at approximately $5,449,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in LEN. Brighton Jones LLC increased its holdings in shares of Lennar by 27.9% in the 4th quarter. Brighton Jones LLC now owns 1,727 shares of the construction company’s stock valued at $236,000 after acquiring an additional 377 shares during the period. Intech Investment Management LLC boosted its position in shares of Lennar by 29.8% in the 1st quarter. Intech Investment Management LLC now owns 13,840 shares of the construction company’s stock worth $1,589,000 after buying an additional 3,177 shares in the last quarter. Jump Financial LLC boosted its position in shares of Lennar by 15.0% in the 2nd quarter. Jump Financial LLC now owns 25,622 shares of the construction company’s stock worth $2,834,000 after buying an additional 3,345 shares in the last quarter. Cary Street Partners Financial LLC purchased a new position in Lennar in the 2nd quarter valued at about $47,000. Finally, Daiwa Securities Group Inc. grew its position in shares of Lennar by 4.6% in the second quarter. Daiwa Securities Group Inc. now owns 34,958 shares of the construction company’s stock valued at $3,867,000 after purchasing an additional 1,544 shares during the period. Institutional investors and hedge funds own 81.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Keefe, Bruyette & Woods dropped their price objective on shares of Lennar from $105.00 to $97.00 and set a “market perform” rating for the company in a research note on Wednesday, April 1st. Barclays lowered their price objective on shares of Lennar from $85.00 to $80.00 and set an “underweight” rating for the company in a research report on Wednesday, April 8th. UBS Group lowered their price objective on shares of Lennar from $122.00 to $107.00 and set a “neutral” rating for the company in a research report on Monday, March 16th. Weiss Ratings cut Lennar from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 16th. Finally, Truist Financial reduced their target price on Lennar from $95.00 to $90.00 and set a “hold” rating for the company in a research note on Tuesday, March 31st. One equities research analyst has rated the stock with a Buy rating, ten have issued a Hold rating and eight have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $99.87.

View Our Latest Analysis on Lennar

Lennar Price Performance

Shares of NYSE LEN opened at $82.28 on Friday. The firm has a market capitalization of $20.32 billion, a PE ratio of 11.82, a P/E/G ratio of 1.88 and a beta of 1.41. The company has a debt-to-equity ratio of 0.18, a current ratio of 4.77 and a quick ratio of 0.97. Lennar Corporation has a 1-year low of $82.06 and a 1-year high of $144.24. The business’s fifty day moving average price is $91.05 and its two-hundred day moving average price is $107.85.

Lennar (NYSE:LEN – Get Free Report) last issued its quarterly earnings results on Thursday, March 12th. The construction company reported $0.88 EPS for the quarter, missing analysts’ consensus estimates of $0.95 by ($0.07). The business had revenue of $6.62 billion for the quarter, compared to analyst estimates of $6.90 billion. Lennar had a net margin of 5.39% and a return on equity of 7.80%. Lennar’s revenue for the quarter was down 13.3% on a year-over-year basis. During the same period last year, the business posted $2.14 earnings per share. On average, research analysts expect that Lennar Corporation will post 5.87 EPS for the current year.

Lennar Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Wednesday, April 22nd were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lennar’s dividend payout ratio (DPR) is 28.74%.

About Lennar

(Free Report)

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.