Element Capital Management LLC Invests $6.44 Million in Lennar Corporation $LEN

18 Jun 2026, 13:46 by Kim Johansen · The Markets Daily

Element Capital Management LLC acquired a new stake in Lennar Corporation (NYSE:LEN – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 62,620 shares of the construction company’s stock, valued at approximately $6,437,000. Lennar accounts for 3.1% of Element Capital Management LLC’s holdings, making the stock its 11th biggest holding.

Other hedge funds have also recently bought and sold shares of the company. Redmont Wealth Advisors LLC acquired a new position in shares of Lennar in the third quarter valued at approximately $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in Lennar in the 3rd quarter valued at $25,000. DV Equities LLC bought a new stake in Lennar in the 4th quarter valued at $31,000. High Point Wealth Management LLC acquired a new position in Lennar in the 4th quarter worth $31,000. Finally, Washington Trust Advisors Inc. raised its stake in shares of Lennar by 102.7% in the 3rd quarter. Washington Trust Advisors Inc. now owns 371 shares of the construction company’s stock valued at $47,000 after purchasing an additional 188 shares during the period. 81.10% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts have recently weighed in on LEN shares. UBS Group reduced their price objective on Lennar from $107.00 to $94.00 and set a “neutral” rating for the company in a research report on Tuesday. Keefe, Bruyette & Woods cut their target price on Lennar from $86.00 to $85.00 and set an “underperform” rating on the stock in a research note on Wednesday. JPMorgan Chase & Co. reduced their price target on Lennar from $80.00 to $77.00 and set an “underweight” rating for the company in a research report on Tuesday. The Goldman Sachs Group reiterated a “neutral” rating on shares of Lennar in a report on Friday, June 5th. Finally, Truist Financial reduced their target price on shares of Lennar from $95.00 to $90.00 and set a “hold” rating for the company in a report on Tuesday, March 31st. One research analyst has rated the stock with a Buy rating, eight have assigned a Hold rating and nine have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Reduce” and a consensus price target of $95.00.

Get Our Latest Analysis on Lennar

Trending Headlines about Lennar

Here are the key news stories impacting Lennar this week:

Positive Sentiment: Lennar is still focusing on operational execution, including higher deliveries, faster build times, and technology investments, which could help support volume even in a tough housing market. Article Title
Neutral Sentiment: The company is getting some attention for a new attached-home community in Santa Clarita, another sign Lennar is leaning into product mix and community expansion. Article Title
Neutral Sentiment: Some investors and commentators are debating whether Lennar’s pullback has created a value opportunity, since the stock now looks cheaper on valuation metrics. Article Title
Negative Sentiment: Wall Street sentiment has turned more cautious, with Keefe, Bruyette & Woods and JPMorgan both lowering price targets and maintaining bearish ratings, reinforcing concern about downside risk. Article Title Article Title
Negative Sentiment: Recent reports highlight stretched affordability, heavy incentives per home, falling sales prices, and tight margins, suggesting Lennar may need to keep discounting to sustain demand. Article Title Article Title
Negative Sentiment: Analysts also warn that Lennar’s recent earnings trends, estimate cuts, and broader housing-sector headwinds could make the stock look more like a value trap than a bargain. Article Title Article Title

Lennar Stock Performance

Shares of NYSE LEN opened at $86.42 on Thursday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.91 and a current ratio of 4.91. The stock has a 50 day moving average price of $89.47 and a 200 day moving average price of $102.32. The stock has a market capitalization of $21.34 billion, a PE ratio of 13.52, a price-to-earnings-growth ratio of 2.97 and a beta of 1.39. Lennar Corporation has a 52 week low of $81.18 and a 52 week high of $144.24.

Lennar (NYSE:LEN – Get Free Report) last posted its quarterly earnings results on Thursday, June 11th. The construction company reported $1.31 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.07. The firm had revenue of $7.94 billion for the quarter, compared to analyst estimates of $8.08 billion. Lennar had a return on equity of 7.08% and a net margin of 4.93%.The business’s quarterly revenue was down 5.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.81 EPS. Analysts predict that Lennar Corporation will post 5.53 earnings per share for the current fiscal year.

Lennar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, May 6th. Shareholders of record on Wednesday, April 22nd were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Wednesday, April 22nd. Lennar’s dividend payout ratio is 31.30%.

Lennar 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.