Rep. Gilbert Ray Cisneros, Jr. Sells Lennar Corporation (NYSE:LEN) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Lennar Corporation (NYSE:LEN). In a filing disclosed on February 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Lennar stock on January 9th. 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):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Lennar Trading Down 1.1%

Shares of LEN stock traded down $1.37 during mid-day trading on Tuesday, hitting $120.91. The company’s stock had a trading volume of 914,957 shares, compared to its average volume of 3,134,399. Lennar Corporation has a 52 week low of $98.42 and a 52 week high of $144.24. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.36 and a current ratio of 4.89. The company’s fifty day simple moving average is $113.05 and its 200-day simple moving average is $122.05. The company has a market cap of $29.86 billion, a PE ratio of 15.17, a P/E/G ratio of 1.78 and a beta of 1.44.

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

Lennar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Wednesday, February 4th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Wednesday, February 4th. Lennar’s dividend payout ratio (DPR) is presently 25.03%.

Analyst Ratings Changes

LEN has been the subject of a number of recent analyst reports. Citizens Jmp reissued a “market perform” rating on shares of Lennar in a research report on Wednesday, January 7th. Barclays decreased 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, December 18th. Weiss Ratings reissued a “hold (c)” rating on shares of Lennar in a research report on Thursday, January 22nd. JPMorgan Chase & Co. lowered their target price on Lennar from $115.00 to $80.00 and set an “underweight” rating on the stock in a research note on Thursday, December 18th. Finally, Bank of America reaffirmed an “underperform” rating and issued a $95.00 target price (down from $125.00) on shares of Lennar in a research note on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, nine have assigned a Hold rating and eight have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $106.38.

Institutional Trading of Lennar

Large investors have recently added to or reduced their stakes in the business. GeoWealth Management LLC raised its holdings in shares of Lennar by 3.7% during the fourth quarter. GeoWealth Management LLC now owns 4,234 shares of the construction company’s stock worth $435,000 after acquiring an additional 153 shares in the last quarter. Quantitative Investment Management LLC acquired a new stake in shares of Lennar in the fourth quarter worth $874,000. Triveni Capital Investments LP bought a new stake in shares of Lennar in the fourth quarter valued at about $5,499,000. Adage Capital Partners GP L.L.C. lifted its holdings in shares of Lennar by 81.7% during the 4th quarter. Adage Capital Partners GP L.L.C. now owns 194,817 shares of the construction company’s stock worth $20,027,000 after acquiring an additional 87,600 shares during the period. Finally, State of Wisconsin Investment Board increased its position in shares of Lennar by 30.6% during the 4th quarter. State of Wisconsin Investment Board now owns 206,302 shares of the construction company’s stock worth $21,208,000 after purchasing an additional 48,316 shares in the last quarter. 81.10% of the stock is currently owned by institutional investors and hedge funds.

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.