Lennar Corporation (LEN)

US — Consumer Cyclical Sector
Peers: PHM  NVR  DHI  CUK  STLA  TSCO  TOL  ROL  GELHY  CCL 

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Key Metrics & Ratings

  • symbol LEN
  • Rev/Share 135.2597
  • Book/Share 87.7332
  • PB 1.1814
  • Debt/Equity 0.186
  • CurrentRatio 4.8915
  • ROIC 0.0635

 

  • MktCap 25942813703.0
  • FreeCF/Share -2.8251
  • PFCF -36.3875
  • PE 12.4835
  • Debt/Assets 0.1186
  • DivYield 0.0195
  • ROE 0.0925

 

  • Rating A
  • Score 4
  • Recommendation Buy
  • P/E Score 3
  • DCF Score 5
  • P/B Score 3
  • D/E Score 3

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade LEN Evercore ISI In-line Underperform -- $92 Dec. 18, 2025
Downgrade LEN BofA Securities Neutral Underperform -- $95 Dec. 18, 2025
Downgrade LEN RBC Capital Mkts Sector Perform Underperform -- $95 Dec. 18, 2025
Downgrade LEN Barclays Equal Weight Underweight -- $98 Dec. 8, 2025
Downgrade LEN JP Morgan Neutral Underweight -- $115 Dec. 4, 2025
Resumed LEN BTIG Research -- Sell -- $96 Dec. 2, 2025
Downgrade LEN Raymond James Market Perform Underperform -- -- Sept. 22, 2025
Downgrade LEN Evercore ISI Outperform In-line $159 $131 March 24, 2025
Downgrade LEN Keefe Bruyette Outperform Market Perform $152 $141 March 11, 2025
Upgrade LEN Seaport Research Partners Neutral Buy -- $154 March 6, 2025

News

Housing Rebound in 2026? 3 Homebuilder Stocks to Buy Now
CCS, DHI, LEN
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Homebuilder stocks eye a 2026 rebound as easing mortgage rates, Fed cuts and improving sales signal recovery momentum.

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image for news Housing Rebound in 2026? 3 Homebuilder Stocks to Buy Now
Lennar (LEN) Loses 6.8% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
LEN
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Negative

Lennar (LEN) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Read More
image for news Lennar (LEN) Loses 6.8% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
3 Beaten-Down Stocks Ready for a Turnaround in 2026
LEN, MRVL, SNAP
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Three beaten-down names, Lennar, Marvell and Snap, are down over 20% in 2025, but identifiable catalysts could set up a rebound as 2026 approaches.

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image for news 3 Beaten-Down Stocks Ready for a Turnaround in 2026
LEN vs. NVR: Which Stock Should Value Investors Buy Now?
LEN, NVR
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors interested in Building Products - Home Builders stocks are likely familiar with Lennar (LEN) and NVR (NVR). But which of these two stocks offers value investors a better bang for their buck right now?

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image for news LEN vs. NVR: Which Stock Should Value Investors Buy Now?
Lennar Q4 Earnings Miss Estimates, Revenues Beat, Stock Down
LEN
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Negative

LEN's Q4 FY25 EPS misses estimates while revenues beat, but both fall y/y as weak housing demand hits margins, sending shares down 3.7% after hours.

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image for news Lennar Q4 Earnings Miss Estimates, Revenues Beat, Stock Down
Lennar Stock Falls on Earnings Miss, Forecast
LEN, LEN-B
Published: December 17, 2025 by: Schaeffers Research
Sentiment: Negative

Homebuilding stock Lennar Corp (NYSE:LEN) is sharply lower today, down 4.3% at $112.51 at last glance, after mixed fiscal fourth-quarter results.

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image for news Lennar Stock Falls on Earnings Miss, Forecast
Nonfarm Payrolls Increased More Than Expected
LEN
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Negative

We are finally up to date on the Employment Situation report from the U.S. Bureau of Labor Statistics (BLS) this morning. After skipping over October initially and pushing back the November numbers a week and a half, we finally see where we are: +64K now jobs were created last month overall, with an Unemployment Rate rising to +4.6%.

Read More
image for news Nonfarm Payrolls Increased More Than Expected
Jobs Come In at +64K in November, Unemployment +4.6%
DIA, LEN, QQQ, SPY
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Negative

Today's Unemployment Rate is the fifth straight month higher, assuming October does not remain a blank space.

Read More
image for news Jobs Come In at +64K in November, Unemployment +4.6%
Here's What Investors Must Expect Ahead of Lennar's Q4 Earnings
LEN
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive

LEN heads into Q4 earnings with falling revenues and pressured margins, but a sharp rebound in orders as incentives lift demand amid housing uncertainty.

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image for news Here's What Investors Must Expect Ahead of Lennar's Q4 Earnings
Final Full Trading Week of 2025 Filled with Data
FDX, KBH, LEN, MU, NKE
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

Delayed jobs and inflation reports will finally be in focus, along with normal-cycle economic reports in this last full trading week of the year and a few off-season earnings reports.

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image for news Final Full Trading Week of 2025 Filled with Data
Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo
DHI, KBH, LEN, PHM, TOL, UBS
Published: December 12, 2025 by: CNBC Television
Sentiment: Positive

John Lovallo, UBS homebuilders and building products analyst, joins 'The Exchange' to discuss how the homebuilding stocks will perform next year and much more.

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image for news Setup feels good for homebuilder stocks into 2026, says UBS' John Lovallo
Wall Street Roundup: Market Reacts To Earnings
AAL, AVGO, AZO, DAL, DIS, FDX, JBLU, KBH, LEN, LUV, META, NFLX, NKE, NVDA, ORCL, PSKY, UAL, WBD
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Negative

Oracle (ORCL) fell 11% post-earnings as revenue missed and operating expenses outpaced cloud revenue growth, raising debt and spending concerns. AI-driven margin pressures are surfacing across tech, with Broadcom (AVGO) sliding 10% despite strong results, as investors weigh infrastructure costs.

Read More
image for news Wall Street Roundup: Market Reacts To Earnings
Buy 5 Non-Tech Stocks on the Dip to Strengthen Your Portfolio in 2026
JEF, LEN, OMC, ONON, TRI
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

ONON, LEN, JEF, OMC and TRI are five large-cap non-tech stocks trading below 52-week highs and poised for potential portfolio strength.

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image for news Buy 5 Non-Tech Stocks on the Dip to Strengthen Your Portfolio in 2026
Countdown to Lennar (LEN) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
LEN
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Beyond analysts' top-and-bottom-line estimates for Lennar (LEN), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended November 2025.

Read More
image for news Countdown to Lennar (LEN) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
December FOMC Preview: Rate Cut Priced in but Tone is Everything
BAC, CVNA, FOMC, IWM, LEN, NEM
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

On Wednesday, the Federal Reserve will take center stage. With a rate cut widely expected, the real story will be expectations for 2026 and how the Fed balances softening employment data with ongoing economic strength.

Read More
image for news December FOMC Preview: Rate Cut Priced in but Tone is Everything
Can Lennar Stock Jump 50%?
LEN
Published: November 11, 2025 by: Forbes
Sentiment: Positive

Here's why we believe Lennar (LEN) stock merits attention as a value stock. Currently, it is trading nearly 30% lower than its 1-year high and is also trading at a PS multiple below the average of the past 3 years.

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image for news Can Lennar Stock Jump 50%?
Lennar vs. D.R. Horton: Which Homebuilder Stock to Pick Right Now?
DHI, LEN
Published: October 22, 2025 by: Zacks Investment Research
Sentiment: Neutral

Homebuilding companies with operations spanning the United States, such as Lennar Corporation LEN and D.R. Horton, Inc. DHI, have been under pressure from the housing market for some time now.

Read More
image for news Lennar vs. D.R. Horton: Which Homebuilder Stock to Pick Right Now?
3 Warren Buffett Stocks to Hold Forever
AMZN, LEN, MA
Published: October 21, 2025 by: The Motley Fool
Sentiment: Neutral

It sometimes seems like billionaire investor Warren Buffett has been around forever. He's been at the helm of Berkshire Hathaway since 1970, and he's only just now planning to step down.

Read More
image for news 3 Warren Buffett Stocks to Hold Forever
Lennar Unveils River Bridge Ranch in San Marcos, TX
LEN
Published: October 17, 2025 by: PRNewsWire
Sentiment: Neutral

SAN MARCOS, Texas , Oct. 17, 2025 /PRNewswire/ -- Lennar, one of the nation's leading homebuilders, is now selling at River Bridge Ranch, a premier community of single-family homes in San Marcos, Texas. Ideally located near downtown San Marcos, River Bridge Ranch offers a selection of 28 single-family home designs and ample lifestyle amenities that San Marcos homeowners have long desired.

Read More
image for news Lennar Unveils River Bridge Ranch in San Marcos, TX
Home Builder Stocks Rally. Charts of Pulte, CRH, Cemex Point to Further Upside
CRH, CX, DHI, KBH, LEN, PHM, TOL
Published: October 15, 2025 by: Barrons
Sentiment: Positive

A pullback in the 10-year Treasury yield has provided relief to home builder stocks.

Read More
image for news Home Builder Stocks Rally. Charts of Pulte, CRH, Cemex Point to Further Upside
Analyst Downgrades Hit Homebuilders—But Opportunity Looms
LEN, PHM
Published: October 14, 2025 by: MarketBeat
Sentiment: Negative

Wall Street analysts recently issued a wave of downgrades on several homebuilding stocks, raising fresh concerns about the outlook for the real estate sector. But does their bearish stance hold up under closer inspection?

Read More
image for news Analyst Downgrades Hit Homebuilders—But Opportunity Looms
Can Lennar's Tech Bets Like Opendoor Drive Future Value?
LEN
Published: October 13, 2025 by: Zacks Investment Research
Sentiment: Negative

Lennar Corporation LEN is stuck amid the housing market weakness as homebuyers are oscillating between high mortgage rate challenges and new home ownership. Moreover, to ease the pain of homebuyers, its initiative of lowering the ASP of home deliveries is pulling its top line downward.

Read More
image for news Can Lennar's Tech Bets Like Opendoor Drive Future Value?
Lennar Stock Down 11% Since Q3 Earnings: How to Play the Stock Now?
LEN
Published: October 10, 2025 by: Zacks Investment Research
Sentiment: Negative

Lennar Corporation LEN has trended downward 11.3% since announcing its third-quarter fiscal 2025 earnings. It has outperformed the Zacks Building Products - Home Builders industry, but is hovering below the broader Zacks Construction sector and the S&P 500 index.

Read More
image for news Lennar Stock Down 11% Since Q3 Earnings: How to Play the Stock Now?
Home Builder Stocks Fall. Lumber Tariffs Are Back in the Picture.
DHI, KBH, LEN, PHM, TOL
Published: September 30, 2025 by: Barrons
Sentiment: Negative

Builders are sensitive to lumber pricing. But they are likely to weather the new tariffs, one analyst says.

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image for news Home Builder Stocks Fall. Lumber Tariffs Are Back in the Picture.
Markets Keep at All-Time Highs - Lots of Data Expected This Week
BP, KBH, LEN, NKE, PHM, TLRY, XOM
Published: September 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Pending Homes Sales were better than expected, and cannabis stocks got a boost. But there is a lot of grist for the mill coming out in the coming days.

Read More
image for news Markets Keep at All-Time Highs - Lots of Data Expected This Week
These 2 Construction Stocks Could Beat Earnings: Why They Should Be on Your Radar
FIX, LEN
Published: September 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

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image for news These 2 Construction Stocks Could Beat Earnings: Why They Should Be on Your Radar
Crude Oil Down 1%; Lennar Earnings Miss Views
LEN
Published: September 19, 2025 by: Benzinga
Sentiment: Negative

U.S. stocks traded higher toward the end of trading, with the Nasdaq Composite gaining around 100 points on Friday.

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image for news Crude Oil Down 1%; Lennar Earnings Miss Views
Top Stock Movers Now: Apple, FedEx, Lennar, and More
AAPL, FDX, LEN
Published: September 19, 2025 by: Investopedia
Sentiment: Positive

The Dow, S&P 500, and Nasdaq edged higher Friday afternoon, leaving them on track to close the week at new highs.

Read More
image for news Top Stock Movers Now: Apple, FedEx, Lennar, and More
Lennar co-CEO on Q3 earnings miss: This has been a difficult housing cycle
LEN
Published: September 19, 2025 by: CNBC Television
Sentiment: Negative

CNBC's Diana Olick joins CNBC's 'Money Movers' to report on Lennar after the U.S. homebuilder posted weak quarterly results.

Read More
image for news Lennar co-CEO on Q3 earnings miss: This has been a difficult housing cycle
Lennar Stock Down on Q3 Earnings Miss, New Home Orders Rise Y/Y
LEN
Published: September 19, 2025 by: Zacks Investment Research
Sentiment: Negative

LEN's third-quarter fiscal 2025 report reflects ongoing affordability challenges and margin pressure in a challenging housing market.

Read More
image for news Lennar Stock Down on Q3 Earnings Miss, New Home Orders Rise Y/Y

About Lennar Corporation (LEN)

  • IPO Date 1980-03-17
  • Website https://www.lennar.com
  • Industry Residential Construction
  • CEO Stuart A. Miller
  • Employees 13265

Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company's homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land; and development, construction, and management of multifamily rental properties. It also offers residential mortgage financing, title insurance, and closing services for home buyers and others, as well as originates and sells securitization commercial mortgage loans. In addition, the company is involved in the fund investment activity. It primarily serves first-time, move-up, active adult, and luxury homebuyers. Lennar Corporation was founded in 1954 and is based in Miami, Florida.