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 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
886% more call options, than puts
Call options by funds: $828K | Put options by funds: $84K
39% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
2.37% less ownership
Funds ownership: 67.73% [Q4 2024] → 65.36% (-2.37%) [Q1 2025]
13% less funds holding
Funds holding: 130 [Q4 2024] → 113 (-17) [Q1 2025]
27% less capital invested
Capital invested by funds: $209M [Q4 2024] → $152M (-$56.2M) [Q1 2025]
52% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 27
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$11
2%
downside
Avg. target
$11.15
1%
downside
High target
$11.30
0%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Barclays Matthew Bouley | 2%downside $11 | Equal-Weight Maintained | 20 May 2025 |
Wedbush Jay McCanless | 0%upside $11.30 | Neutral Downgraded | 13 May 2025 |
Financial journalist opinion
Based on 4 articles about LSEA published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
2 Real Estate Development Stocks to Consider Despite Industry Woes
Despite industry woes, healthy demand for certain real estate categories and limited supply bode well for Real Estate Development industry companies like HHH and LSEA.
Neutral
GlobeNewsWire
5 days ago
Lido Merger Sub, Inc. Announces Extension of Expiration Date of Tender Offer and Consent Solicitation for 8.875% Senior Notes due 2029 of Landsea Homes Corporation
NEW YORK, June 09, 2025 (GLOBE NEWSWIRE) -- Lido Merger Sub, Inc. (the “Company”) announced today that it is extending the Expiration Date (as defined below) of its previously announced cash tender offer (the “Tender Offer”) to purchase any and all of Landsea Homes Corporation's (“Landsea Homes”) outstanding 8.875% Senior Notes due 2029 (the “Notes”) and solicitation of consents of holders of the Notes to certain proposed amendments to the indenture governing the Notes (the “Consent Solicitation”).
Neutral
GlobeNewsWire
2 weeks ago
Lido Merger Sub, Inc. Announces Completion of Consent Solicitation for 8.875% Senior Notes due 2029 of Landsea Homes Corporation
NEW YORK, May 29, 2025 (GLOBE NEWSWIRE) -- Lido Merger Sub, Inc. (the “Company”) announced today that, according to information provided by Global Bondholder Services Corporation, the Information and Tender Agent for the Company's previously announced cash tender offer (the “Tender Offer”) and consent solicitation (the “Consent Solicitation”), as of 5:00 p.m., New York City time, on May 29, 2025, the Company had received tenders and consents from holders of $293,848,000 in aggregate principal amount of Landsea Homes Corporation's (“Landsea Homes”) outstanding 8.875% Senior Notes due 2029 (the “Notes”), representing approximately 97.95% of the total outstanding principal amount of the Notes.
Neutral
GlobeNewsWire
2 weeks ago
Lido Merger Sub, Inc. Announces Extension of Early Tender Date of Tender Offer and Consent Solicitation for 8.875% Senior Notes due 2029 of Landsea Homes Corporation and Increased Consideration
NEW YORK, May 27, 2025 (GLOBE NEWSWIRE) -- Lido Merger Sub, Inc. (the “Company”) announced today that it is extending the Early Tender Date (as defined below) of its previously announced cash tender offer (the “Tender Offer”) to purchase any and all of Landsea Homes Corporation's (“Landsea Homes”) outstanding 8.875% Senior Notes due 2029 (the “Notes”) and solicitation of consents of holders of the Notes to certain proposed amendments to the indenture governing the Notes (the “Consent Solicitation”).
Neutral
Business Wire
1 month ago
LANDSEA HOMES INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Landsea Homes Corporation - LSEA
NEW YORK & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Landsea Homes Corporation (NasdaqCM: LSEA) to New Home Co. Under the terms of the proposed transaction, shareholders of Landsea will receive $11.30 in cash for each share of Landsea that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or.
Neutral
PRNewsWire
1 month ago
ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Landsea Homes Corporation
NEW YORK , May 13, 2025 /PRNewswire/ -- Rowley Law PLLC is investigating potential securities law violations by Landsea Homes Corporation (NASDAQ: LSEA) and its board of directors concerning the proposed acquisition of the company by New Home Co. Stockholders will receive $11.30 for each share of Landsea Homes stock that they hold. The transaction is valued at approximately $1.2 billion and is expected to close in the third quarter of 2025.
Neutral
PRNewsWire
1 month ago
SHAREHOLDER ALERT: The M&A Class Action Firm Investigates the Merger of Landsea Homes Corporation - LSEA
NEW YORK , May 13, 2025 /PRNewswire/ -- Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating Landsea Homes Corporation (NASDAQ: LSEA ), relating to the proposed merger with New Home Co. Under the terms of the agreement, New Home will commence a tender offer to acquire all outstanding shares of Landsea Homes for $11.30 per share in cash.
Neutral
Seeking Alpha
1 month ago
Landsea Homes Corporation (LSEA) Q1 2025 Earnings Call Transcript
Landsea Homes Corporation (NASDAQ:LSEA ) Q1 2025 Earnings Conference Call May 13, 2025 10:00 AM ET Company Participants Drew Mackintosh - Investor Relations John Ho - Chief Executive Officer Michael Forsum - President and Chief Operating Officer Christopher Porter - Chief Financial Officer Conference Call Participants Operator Good day, everyone, and welcome to today's Landsea Homes Corporation First Quarter 2025 Earnings Call. At this time all participants are in a listen-only mode.
Neutral
Zacks Investment Research
1 month ago
LSEA Q1 Loss Wider Than Expectations, Revenues Up Y/Y, Stock Soars 60%
Landsea Homes' first-quarter 2025 results reflect home closing growth amid housing market risks. Know why the stock grew double digits yesterday.
Neutral
GlobeNewsWire
1 month ago
Johnson Fistel Investigates the Fairness of Proposed Sale of Landsea Homes Corporation to New Home Co.
SAN DIEGO, May 13, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP has launched an investigation into whether the board members of Landsea Homes Corporation (NASDAQ: LSEA) breached their fiduciary duties in connection with the proposed sale of the Company to New Home Co, a portfolio company of funds managed by affiliates of Apollo Global Management (NYSE: APO).
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