On March 4, 2026, Truist Securities initiated coverage of Lennar Corporation (NYSE: LEN) with a Hold recommendation. The average one-year price target for Lennar is set at $111.12 per share, suggesting a potential upside of 2.50% from its latest closing price of $108.41 per share. Forecasts indicate a range from a low of $80.80 to a high of $147.00.
Lennar’s projected annual revenue is $37.1 billion, reflecting an 8.51% increase, while the projected non-GAAP EPS stands at 9.39, a significant decrease of 36.22% from prior forecasts. The number of institutional funds reporting positions in Lennar decreased by 31.19% to 1,147, with total institutional shares dropping 16.06% to 208.3 million shares.
Key shareholders include Eagle Capital Management, holding 10.99 million shares (5.07% ownership), and Greenhaven Associates with 10.09 million shares (4.66% ownership). Notable changes in ownership include a 13.94% increase for Eagle Capital and a 4.37% increase for Greenhaven Associates over the last quarter.
