Lennar (LEN) Stock Price, News & Analysis

Company Overview

Lennar Corporation (NYSE: LEN) is a U.S.-based homebuilder and real estate company that designs, constructs and sells residential housing. The company offers a range of product types including single-family detached homes, townhomes and condominiums, serving buyers from entry-level and first-time purchasers to move-up, active-adult and luxury segments. Lennar also develops master-planned communities and manages land acquisition and entitlement activities that support its homebuilding operations.

In addition to home construction and sales, Lennar provides a suite of ancillary services intended to streamline the purchase process and capture additional value. These services include mortgage financing, title insurance and closing services, as well as homeowner warranty and insurance offerings. Over time the company has expanded its scale and geographic reach through strategic acquisitions and integration of complementary businesses to broaden its product mix and operational capabilities.

Lennar markets and sells homes across the United States, with a presence in many of the country’s high-growth housing markets, including several Sun Belt and coastal regions. Its business model combines on-the-ground community development and sales operations with centralized financial and administrative support to serve a broad cross-section of homebuyers. The company’s integrated approach aims to offer buyers simplified, end-to-end home purchasing and ownership solutions.

Key Stats

• Today's Range: $87.21 to $91.45
• 50-Day Range: $84.78 to $116.42
• 52-Week Range: $83.03 to $144.24
• Volume: 1.75 million shs
• Average Volume: 3.03 million shs
• Market Capitalization: $21.66 billion
• P/E Ratio: 12.60
• Dividend Yield: 2.28%
• Price Target: $99.87
• Consensus Rating: Reduce

Lennar Stock Analysis - MarketRank™

Lennar scored higher than 87% of companies evaluated by MarketBeat, and ranked 27th out of 101 stocks in the construction sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.9 / 5
• Analyst Rating: Reduce

Consensus Rating

Lennar has received a consensus rating of Reduce. The company's average rating score is 1.63, and is based on no strong buy ratings, 1 buy rating, 10 hold ratings, and 8 sell ratings.

Upside Potential

Lennar has a consensus price target of $99.87, representing about 13.8% upside from its current price of $87.77.

Amount of Analyst Coverage

Lennar has been the subject of 11 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 3.8 / 5
• Proj. Earnings Growth: 29.44%

Earnings Growth

Earnings for Lennar are expected to grow by 29.44% in the coming year, from $5.91 to $7.65 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Lennar is 12.62, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.43.

Price to Earnings Ratio vs. Sector

The P/E ratio of Lennar is 12.62, which means that it is trading at a less expensive P/E ratio than the Construction sector average P/E ratio of about 18.29.

Price to Earnings Growth Ratio

Lennar has a PEG Ratio of 1.89. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Lennar has a P/B Ratio of 0.98. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

5.65% of the float of Lennar has been sold short.

Short Interest Ratio / Days to Cover

Lennar has a short interest ratio ("days to cover") of 3.86, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Lennar has recently increased by 12.74%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Lennar pays a meaningful dividend of 2.32%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Lennar has only been increasing its dividend for 1 years.

Dividend Coverage

The dividend payout ratio of Lennar is 28.74%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Lennar will have a dividend payout ratio of 26.14% next year. This indicates that Lennar will be able to sustain or increase its dividend.

News and Social Media

• Score: 3.0 / 5
• News Sentiment: 0.88

News Sentiment

Lennar has a news sentiment score of 0.88. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.67 average news sentiment score of Construction companies.

News Coverage This Week

MarketBeat has tracked 12 news articles for Lennar this week, compared to 12 articles on an average week.

Search Interest

Only 19 people have searched for LEN on MarketBeat in the last 30 days. This is a decrease of -55% compared to the previous 30 days.

MarketBeat Follows

9 people have added Lennar to their MarketBeat watchlist in the last 30 days. This is an increase of 200% compared to the previous 30 days.

Company Ownership

• Score: 1.1 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Lennar insiders have not sold or bought any company stock.

Percentage Held by Insiders

10.05% of the stock of Lennar is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

81.10% of the stock of Lennar is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

LEN Stock Analysis - Frequently Asked Questions

How have LEN shares performed this year?

Lennar's stock was trading at $102.79 at the start of the year. Since then, LEN shares have decreased by 14.6% and is now trading at $87.7680.

How were Lennar's earnings last quarter?

Lennar Corporation (NYSE:LEN) issued its quarterly earnings results on Thursday, March, 12th. The construction company reported $0.88 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.95 by $0.07. The firm's revenue was down 13.3% on a year-over-year basis.
Read the conference call transcript.

Does Lennar have any subsidiaries?

The following companies are subsidiaries of Lennar: CalAtlantic Group, WCI Communities, 360 Developers LLC, Alliance Financial Services Inc., Ann Arundel Farms Ltd., Aquaterra Utilities Inc., Arbor Mill Veteran Project 2018 LLC, and others.

Who are Lennar's major shareholders?

Lennar's top institutional shareholders include Swiss National Bank (0.24%), Hsbc Holdings PLC (0.17%), California Public Employees Retirement System (0.13%) and New York State Teachers Retirement System (0.08%). Insiders that own company stock include Diane J Bessette, Jeffrey Joseph McCall, David M Collins, Jeffrey Sonnenfeld and Mark Sustana.
View institutional ownership trends.

How do I buy shares of Lennar?

Shares of LEN stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Lennar own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Lennar investors own include Meta Platforms (META), NVIDIA (NVDA), Advanced Micro Devices (AMD), Salesforce (CRM), Broadcom (AVGO), Netflix (NFLX) and Adobe (ADBE).

Company Calendar

• Record date for 2/19 Dividend: 2/04/2026
• Ex-Dividend for 2/19 Dividend: 2/04/2026
• Dividend Payable: 2/19/2026
• Last Earnings: 3/12/2026
• Record date for 5/6 Dividend: 4/22/2026
• Ex-Dividend for 5/6 Dividend: 4/22/2026
• Dividend Payable: 5/06/2026
• Today: 5/07/2026
• Next Earnings (Estimated): 6/15/2026
• Fiscal Year End: 11/30/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Construction
• Industry: BLDG - RSDNT/COMR
• Sub-Industry: Homebuilding
• Current Symbol: NYSE:LEN
• CIK: 920760
• Web: www.lennar.com
• Phone: (305) 559-4000
• Fax: 305-226-4158
• Employees: 12,532
• Year Founded: 1954

Price Target and Rating

• Average Price Target for Lennar: $99.87
• High Price Target: $140.00
• Low Price Target: $80.00
• Potential Upside/Downside: +13.8%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.63
• Research Coverage: 19 Analysts

Profitability

• EPS (Trailing Twelve Months): $6.96
• Trailing P/E Ratio: 12.62
• Forward P/E Ratio: 14.85
• P/E Growth: 1.89
• Net Income: $2.08 billion
• Net Margins: 5.39%
• Pretax Margin: 7.29%
• Return on Equity: 7.80%
• Return on Assets: 5.11%

Debt

• Debt-to-Equity Ratio: 0.18
• Current Ratio: 4.77
• Quick Ratio: 0.97

Sales & Book Value

• Annual Sales: $34.19 billion
• Price / Sales: 0.63
• Cash Flow: $9.21 per share
• Price / Cash Flow: 9.53
• Book Value: $89.64 per share
• Price / Book: 0.98

Miscellaneous

• Outstanding Shares: 246,990,000
• Free Float: 222,165,000
• Market Cap: $21.68 billion
• Optionable: Optionable
• Beta: 1.41