Deltroit Asset Management UK LLP Purchases New Stake in Lennar Corporation $LEN

Posted by Stanley Muller on Jun 6th, 2026

Deltroit Asset Management UK LLP purchased a new stake in Lennar Corporation (NYSE:LEN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 20,592 shares of the construction company’s stock, valued at approximately $2,117,000. Lennar comprises 0.3% of Deltroit Asset Management UK LLP’s portfolio, making the stock its 29th largest holding.

Several other hedge funds have also added to or reduced their stakes in the company. Barrow Hanley Mewhinney & Strauss LLC boosted its holdings in Lennar by 14.6% in the third quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 4,732,654 shares of the construction company’s stock valued at $596,504,000 after acquiring an additional 603,004 shares during the last quarter. Viking Global Investors LP boosted its holdings in Lennar by 86.7% in the second quarter. Viking Global Investors LP now owns 2,523,594 shares of the construction company’s stock valued at $279,135,000 after acquiring an additional 1,172,068 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in Lennar by 7.0% in the third quarter. Envestnet Asset Management Inc. now owns 1,154,892 shares of the construction company’s stock valued at $145,563,000 after acquiring an additional 75,574 shares during the last quarter. California Public Employees Retirement System boosted its holdings in Lennar by 41.0% in the third quarter. California Public Employees Retirement System now owns 578,927 shares of the construction company’s stock valued at $72,968,000 after acquiring an additional 168,196 shares during the last quarter. Finally, Caisse de depot et placement du Quebec boosted its holdings in Lennar by 3.7% in the third quarter. Caisse de depot et placement du Quebec now owns 555,305 shares of the construction company’s stock valued at $69,991,000 after acquiring an additional 19,566 shares during the last quarter. Institutional investors own 81.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on LEN shares. Keefe, Bruyette & Woods decreased their price target on Lennar from $105.00 to $97.00 and set a “market perform” rating on the stock in a report on Wednesday, April 1st. Barclays cut their target price on Lennar from $85.00 to $80.00 and set an “underweight” rating on the stock in a research note on Wednesday, April 8th. Seaport Research Partners reissued a “sell” rating and issued a $74.00 target price (down from $140.00) on shares of Lennar in a research note on Tuesday, April 7th. Citigroup cut their target price on Lennar from $113.00 to $104.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 17th. Finally, Truist Financial cut their target price on Lennar from $95.00 to $90.00 and set a “hold” rating on the stock in a research note on Tuesday, March 31st. One research analyst has rated the stock with a Buy rating, ten have issued a Hold rating and eight have assigned a Sell rating to the company. Based on data from MarketBeat, Lennar presently has an average rating of “Reduce” and an average target price of $99.87.

Check Out Our Latest Stock Analysis on Lennar

Lennar Trading Down 1.4%

NYSE:LEN opened at $90.63 on Friday. Lennar Corporation has a 1-year low of $81.18 and a 1-year high of $144.24. The business’s 50-day moving average price is $88.97 and its two-hundred day moving average price is $104.25. The company has a current ratio of 4.77, a quick ratio of 0.97 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $22.38 billion, a price-to-earnings ratio of 13.02, a PEG ratio of 2.03 and a beta of 1.39.

Lennar (NYSE:LEN – Get Free Report) last announced its quarterly earnings results on Thursday, March 12th. The construction company reported $0.88 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.95 by ($0.07). Lennar had a return on equity of 7.80% and a net margin of 5.39%.The business had revenue of $6.62 billion during the quarter, compared to the consensus estimate of $6.90 billion. During the same quarter last 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, equities analysts expect that Lennar Corporation will post 5.87 earnings per share for the current year.

Lennar Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Wednesday, April 22nd. Lennar’s dividend payout ratio is 28.74%.

Lennar Company Profile

(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.