Landsea HomesLSEA
LSEA
About: Landsea Homes Corp is a growth-oriented homebuilder focused on providing High-Performance Homes that deliver energy-efficient living in attractive geographies. It is engaged in the design, construction, marketing and sale of suburban and urban single-family detached and attached homes in Arizona, California, Colorado, Florida, Texas, and Metro New York. While It offers a wide range of housing options, it focuses on entry-level and first-time move-up homes and believes its markets are characterized by attractive long-term housing fundamentals. The company's segments include Arizona, California, Colorado, Florida, Metro New York, and Texas. It derives a majority of its revenue from home sales in Florida.
Employees: 556
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 20
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
18.07% more ownership
Funds ownership: 49.66% [Q3] → 67.73% (+18.07%) [Q4]
8% more funds holding
Funds holding: 120 [Q3] → 130 (+10) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
6% less capital invested
Capital invested by funds: $222M [Q3] → $209M (-$13.5M) [Q4]
52% less call options, than puts
Call options by funds: $170K | Put options by funds: $351K
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$6
1%
upside
Avg. target
$10.50
77%
upside
High target
$15
153%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Barclays Matthew Bouley 36% 1-year accuracy 25 / 69 met price target | 1%upside $6 | Equal-Weight Maintained | 8 Apr 2025 |
Wedbush Jay McCanless 57% 1-year accuracy 29 / 51 met price target | 153%upside $15 | Outperform Reiterated | 5 Mar 2025 |
Financial journalist opinion
Based on 3 articles about LSEA published over the past 30 days
Neutral
PRNewsWire
6 days ago
LANDSEA HOMES SUPPORTING WILDFIRE REBUILDING EFFORTS WITH HOMEAID
Dollar-for-Dollar Donation-Matching in Partnership with HomeAid DALLAS , April 15, 2025 /PRNewswire/ -- Landsea Homes Corporation (Nasdaq: LSEA) ("Landsea Homes" or the "Company"), a publicly traded residential homebuilder, is proud to announce a donation-matching partnership with HomeAid to aid in wildfire relief efforts. "Our hearts go out to all those affected by the devastating Los Angeles wildfires.
Neutral
PRNewsWire
1 week ago
LANDSEA HOMES ANNOUNCES TEXAS DIVISION SENIOR LEADERSHIP TEAM
- Parker named President of Austin and Dallas-Fort Worth Divisions - Veteran Local Homebuilding Executives Dickinson, Jeffcoat Added to Team DALLAS , April 14, 2025 /PRNewswire/ -- Landsea Homes Corporation (Nasdaq: LSEA) ("Landsea Homes" or the "Company"), a publicly traded residential homebuilder, announced today that Stewart Parker has been named President of the company's Austin and Dallas-Fort Worth divisions. Additionally, the company named Brandon Dickinson as Vice President of Operations, Texas Region, and Shawn Jeffcoat as Vice President of Construction, Texas Region.
Neutral
PRNewsWire
2 weeks ago
LANDSEA HOMES CLOSES ON 78 HOMESITES IN THE MOONLIGHT MASTER- PLANNED COMMUNITY IN MARICOPA, ARIZONA
Landsea Homes will offer a mix of High Performance single- and two-story homes in Pinal County Community features small town feel, easy access to outdoor recreation and close proximity to Phoenix MARICOPA, Ariz. , April 7, 2025 /PRNewswire/ -- Landsea Homes Corporation (Nasdaq: LSEA) ("Landsea Homes" or the "Company"), a publicly traded residential homebuilder, announced today that it has closed on 78 homesites in the Moonlight master-planned community in Maricopa, Arizona.
Neutral
GlobeNewsWire
1 month ago
Landsea Homes Corporation Confirms Receipt of Director Nominees from Mill Road
DALLAS, March 05, 2025 (GLOBE NEWSWIRE) -- Landsea Homes Corporation (Nasdaq: LSEA) (“Landsea Homes” or the “Company”) today confirmed that its Board of Directors has received notice from Mill Road Capital III, L.P. (“Mill Road”) of its intention to nominate three director candidates to stand for election to the Company's Board of Directors at Landsea Home's 2025 Annual Meeting of Stockholders, as well as sharing Mill Road's perspectives on certain matters.
Neutral
Seeking Alpha
1 month ago
Landsea Homes Corporation (LSEA) Q4 2024 Earnings Call Transcript
Landsea Homes Corporation (NASDAQ:LSEA ) Q4 2024 Earnings Call February 27, 2025 10:00 AM ET Company Participants Drew Mackintosh - Investor Relations John Ho - Chief Executive Officer Mike Forsum - President and Chief Operating Officer Chris Porter - Chief Financial Officer Conference Call Participants Elizabeth Langan - Barclays Carl Reichardt - BTIG Jay McCanless - Wedbush Alex Barron - Housing Research Center Operator Good day, everyone and welcome to the Landsea Homes Corporation Fourth Quarter 2024 Earnings Call. [Operator Instructions] It is my pleasure to turn the program over to Drew Mackintosh, Investor Relations.
Neutral
Zacks Investment Research
1 month ago
Landsea (LSEA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Landsea (LSEA) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Zacks Investment Research
1 month ago
Landsea Homes (LSEA) Q4 Earnings and Revenues Miss Estimates
Landsea Homes (LSEA) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.43 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Landsea Homes Reports Fourth Quarter and Full Year 2024 Results
DALLAS, Feb. 27, 2025 (GLOBE NEWSWIRE) -- Landsea Homes Corporation (Nasdaq: LSEA) (“Landsea Homes” or the “Company”) announced today financial results for the fourth quarter and full year ended December 31, 2024. For the quarter, the Company reported pretax income of $6.5 million and net income of $3.0 million, or $0.08 per diluted share. Adjusted net income (a non-GAAP measure) was $9.1 million or $0.25 per diluted share. For the full year, pretax income was $26.7 million, and net income was $17.2 million, or $0.47 per diluted share. Reported net income for the year includes one-time pretax transaction costs of $8.5 million or $0.17 per diluted share impact. Excluding these costs, net income would have been $23.6 million or $0.64 per diluted share. Adjusted net income was $41.7 million or $1.14 per diluted share. Excluding the one-time transaction costs, adjusted net income was $48.0 million or $1.31 per diluted share.
Neutral
PRNewsWire
1 month ago
LOCAL HOMEBUILDING VETERAN STEWART PARKER NAMED PRESIDENT OF LANDSEA HOMES' DALLAS-FORT WORTH DIVISION
Brings three decades of successful homebuilding leadership experience in DFW DALLAS , Feb. 24, 2025 /PRNewswire/ -- Landsea Homes Corporation (Nasdaq: LSEA) ("Landsea Homes" or the "Company"), a publicly traded residential homebuilder, has named local homebuilding veteran Stewart Parker as the new President of the company's Dallas-Fort Worth Division. "Stewart's more than three decades of successful senior executive homebuilding leadership experience in the Dallas-Fort Worth market and beyond will be invaluable as we continue to grow this important division of our company," said Mike Forsum, president and chief operating officer, Landsea Homes.
Neutral
GlobeNewsWire
2 months ago
Landsea Homes Schedules Fourth Quarter and Full Year 2024 Earnings Release and Conference Call
DALLAS, Feb. 06, 2025 (GLOBE NEWSWIRE) -- Landsea Homes Corporation (Nasdaq: LSEA) announced today that the company will release its results for the fourth quarter and full year of 2024 before the market opens on Thursday, February 27, 2025. The company will host a conference call on the same day at 10:00 AM Eastern Time to discuss its financial results and conduct a question-and-answer session.
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