Rep. Gilbert Ray Cisneros, Jr. Buys Lennar Corporation (NYSE:LEN) Stock

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Lennar Corporation (NYSE:LEN). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Lennar stock on November 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Lennar Trading Down 0.4%

LEN stock opened at $107.91 on Friday. The company has a quick ratio of 0.68, a current ratio of 4.89 and a debt-to-equity ratio of 0.18. Lennar Corporation has a twelve month low of $98.42 and a twelve month high of $144.24. The company has a market cap of $27.52 billion, a P/E ratio of 13.51, a PEG ratio of 4.54 and a beta of 1.38. The business has a fifty day moving average of $122.72 and a 200-day moving average of $121.53.

Lennar (NYSE:LEN) last announced its quarterly earnings data on Tuesday, December 16th. The construction company reported $2.03 EPS for the quarter, missing analysts’ consensus estimates of $2.30 by ($0.27). The firm had revenue of $9.37 billion during the quarter, compared to analyst estimates of $9.17 billion. Lennar had a return on equity of 9.27% and a net margin of 6.08%.Lennar’s revenue for the quarter was down 5.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.03 earnings per share. As a group, equities research analysts expect that Lennar Corporation will post 12.48 EPS for the current year.

Lennar Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, October 27th. Stockholders of record on Friday, October 10th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Friday, October 10th. Lennar’s dividend payout ratio (DPR) is 25.03%.

Analyst Ratings Changes

LEN has been the subject of several analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Lennar in a research report on Wednesday, October 8th. Wells Fargo & Company lowered their target price on shares of Lennar from $125.00 to $110.00 and set an “equal weight” rating for the company in a report on Thursday. The Goldman Sachs Group reissued a “neutral” rating and issued a $120.00 price target on shares of Lennar in a research note on Thursday. Raymond James Financial cut Lennar from a “market perform” rating to an “underperform” rating in a research note on Monday, September 22nd. Finally, Wedbush reissued a “neutral” rating and issued a $130.00 target price on shares of Lennar in a research note on Monday, September 22nd. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eight have given a Hold rating and seven have issued a Sell rating to the stock. Based on data from MarketBeat, Lennar currently has a consensus rating of “Reduce” and a consensus price target of $109.62.

Institutional Trading of Lennar

Several hedge funds have recently added to or reduced their stakes in LEN. Brighton Jones LLC grew its stake in Lennar by 27.9% in the fourth 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. Cresset Asset Management LLC lifted its holdings in shares of Lennar by 120.7% during the 1st quarter. Cresset Asset Management LLC now owns 4,554 shares of the construction company’s stock valued at $523,000 after purchasing an additional 2,491 shares in the last quarter. Steward Partners Investment Advisory LLC grew its position in shares of Lennar by 199.9% in the 1st quarter. Steward Partners Investment Advisory LLC now owns 31,187 shares of the construction company’s stock valued at $3,580,000 after purchasing an additional 20,787 shares during the period. Freestone Capital Holdings LLC increased its stake in Lennar by 10.8% during the 1st quarter. Freestone Capital Holdings LLC now owns 32,785 shares of the construction company’s stock worth $3,763,000 after purchasing an additional 3,189 shares in the last quarter. Finally, FCG Investment Co raised its holdings in Lennar by 34.0% during the 1st quarter. FCG Investment Co now owns 3,126 shares of the construction company’s stock worth $359,000 after buying an additional 793 shares during the period. Institutional investors and hedge funds own 81.10% of the company’s stock.

Key Stores Impacting Lennar

Here are the key news stories impacting Lennar this week:

• Positive Sentiment: Technicals and estimate momentum: Zacks notes LEN is in oversold territory after recent selling and highlights broad analyst agreement in raising earnings estimates, which could set up a trend reversal if fundamentals stop deteriorating. Article Title
• Positive Sentiment: Longer-term rebound case: Zacks includes LEN among “beaten-down” names that could see a turnaround in 2026 if identifiable catalysts (policy, rates, affordability improvements) reaccelerate demand. Article Title
• Neutral Sentiment: Earnings-call details available: The full Q4 2025 earnings call transcript outlines management’s commentary and guidance assumptions; useful for assessing whether cost and volume plans are credible. Article Title
• Neutral Sentiment: Operational response: HousingWire reports Lennar is targeting margin stability through operational efficiency and steady volumes — a key item to watch for margin recovery. Article Title
• Negative Sentiment: Earnings miss and market reaction: LEN reported weaker-than-expected Q4 results and shares gapped down on the miss, prompting the initial selloff. Article Title
• Negative Sentiment: Price cuts and demand worries: Lennar cut home prices by ~10% and the CEO acknowledged an affordability crisis — a clear near-term drag on ASPs and margins. Article Title
• Negative Sentiment: Analyst downgrades and price-target cuts: Multiple firms trimmed ratings or targets (JPMorgan to $80 underweight; RBC and BofA to underperform with ~$95 PT; KBW cut PT to $115), increasing downside pressure from sell-side sentiment. Article Title Article Title
• Negative Sentiment: Profit fell and housing remains stagnant: The WSJ and other outlets highlight a drop in quarterly profit and a still-soft housing market — macro demand weakness could keep headwinds for LEN. Article Title

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.