Keefe, Bruyette & Woods Reiterates Its Market Perform Rating and $125 PT on Lennar Corporation (LEN)

Group 1 - Lennar Corporation (NYSE:LEN) is recognized as one of the 13 Safest Stocks to Invest in Now, driven by significant hedge fund interest and a solid return on equity [1] - Keefe, Bruyette & Woods has reiterated its Market Perform rating and set a price target of $125 for Lennar Corporation, citing anticipated delivery losses of 11% and 3.5%, along with a 4% reduction in its 2026 projection and an 18% decrease in its Q4 2025 EPS estimate [2][3] - The company has lowered its full-year delivery guidance by 5-6% due to affordability constraints and unstable economic conditions affecting housing demand, with an anticipated return on equity of 12-13% reflected in the price target [3] Group 2 - Lennar Corporation develops residential land, designs, constructs, and sells single-family and multi-family homes, and manages rental properties for various customer segments, including luxury, first-time, and move-up buyers [4]