JPMorgan Chase & Co. Cuts Lennar (NYSE:LEN) Price Target to $80.00

Lennar (NYSE:LEN) had its price target decreased by JPMorgan Chase & Co. from $115.00 to $80.00 in a research note published on Thursday,Benzinga reports. JPMorgan Chase & Co. currently has an underweight rating on the construction company’s stock.

LEN has been the subject of a number of other reports. Wedbush restated a “neutral” rating and issued a $130.00 price target on shares of Lennar in a research report on Monday, September 22nd. UBS Group dropped their target price on Lennar from $161.00 to $137.00 and set a “buy” rating for the company in a report on Thursday. Citigroup reaffirmed an “outperform” rating on shares of Lennar in a research note on Monday, September 22nd. Wells Fargo & Company lowered their price target on shares of Lennar from $125.00 to $110.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, Barclays dropped their price objective on shares of Lennar from $98.00 to $88.00 and set an “underweight” rating for the company in a report on Thursday. One research 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 given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $109.62.

Lennar Price Performance

Lennar stock opened at $107.91 on Thursday. The company has a fifty day simple moving average of $122.72 and a 200-day simple moving average of $121.63. The firm has a market capitalization of $27.52 billion, a price-to-earnings ratio of 13.51, a PEG ratio of 4.52 and a beta of 1.38. 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 has a 52-week low of $98.42 and a 52-week high of $144.24.

Lennar (NYSE:LEN) last posted its quarterly earnings results on Tuesday, December 16th. The construction company reported $2.03 earnings per share for the quarter, missing analysts’ consensus estimates of $2.30 by ($0.27). The business had revenue of $9.37 billion for 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%.The business’s revenue was down 5.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.03 earnings per share. On average, equities analysts anticipate that Lennar will post 12.48 EPS for the current fiscal year.

Lennar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, October 27th. Investors of record on Friday, October 10th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis 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 presently 25.03%.

Institutional Investors Weigh In On Lennar

A number of institutional investors have recently made changes to their positions in LEN. Guerra Advisors Inc acquired a new position in shares of Lennar in the 3rd quarter worth approximately $25,000. KERR FINANCIAL PLANNING Corp purchased a new stake in 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. FNY Investment Advisers LLC purchased a new position in shares of Lennar during the second quarter worth $33,000. Finally, Rexford Capital Inc. acquired a new stake in shares of Lennar in the second quarter valued at $36,000. 81.10% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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 Lennar

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.