Lennar (LEN) Stock Forecast & Price Target

Q: What analysts cover Lennar?

Lennar has been rated by research analysts at Argus , Bank of America , Barclays , BTIG Research , Citigroup , Evercore , JPMorgan Chase & Co. , Keefe, Bruyette & Woods , Royal Bank Of Canada , The Goldman Sachs Group , Truist Financial , UBS Group , Weiss Ratings , Wells Fargo & Company , and Zacks Research in the past 90 days.

$84.37 +0.79 (+0.95%)

As of 03:58 PM Eastern

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Lennar - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Reduce

Based on 18 Analyst Ratings

Sell
10

Hold
7

Buy
1

Based on 18 Wall Street analysts who have issued ratings for Lennar in the last 12 months, the stock has a consensus rating of "Reduce." Out of the 18 analysts, 10 have given a sell rating, 7 have given a hold rating, and 1 has given a buy rating for LEN.

Consensus Price Target

$92.13
9.20% Upside

According to the 18 analysts' twelve-month price targets for Lennar, the average price target is $92.13. The highest price target for LEN is $140.00, while the lowest price target for LEN is $67.00. The average price target represents a forecasted upside of 9.20% from the current price of $84.37.

MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.

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LEN Analyst Ratings Over Time

Type	Current Forecast 9/3/25 to 9/3/26	1 Month Ago 8/4/25 to 8/4/26	3 Months Ago 6/5/25 to 6/5/26	1 Year Ago 9/3/24 to 9/3/25
Strong Buy	0 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)	0 Strong Buy rating(s)
Buy	1 Buy rating(s)	1 Buy rating(s)	1 Buy rating(s)	2 Buy rating(s)
Hold	7 Hold rating(s)	7 Hold rating(s)	10 Hold rating(s)	13 Hold rating(s)
Sell	10 Sell rating(s)	10 Sell rating(s)	8 Sell rating(s)	0 Sell rating(s)
Consensus Price Target	$92.13	$92.80	$99.87	$125.83
Forecasted Upside	9.20% Upside	6.59% Upside	10.19% Upside	-6.06% Downside
Consensus Rating	Reduce	Reduce	Reduce	Hold

LEN Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.

LEN Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.

Lennar Stock vs. The Competition

Type	Lennar	Consumer Discretionary Companies	Broader Market
Consensus Rating Score	1.50	2.21	2.53
Consensus Rating	Reduce	Hold	Moderate Buy
Predicted Upside	9.20% Upside	209.79% Upside	13.66% Upside
News Sentiment Rating	Positive News See Recent LEN News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

Rating

Upside/Downside

Action

Time Frame

Start Date

End Date

Show

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Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
8/6/2026	Truist Financial 3 of 5 stars	Jonathan Bettenhausen Not Rated	Lower Target	Hold	$90.00 ➝ $80.00	-6.75%
7/15/2026	Citigroup 4 of 5 stars	Anthony Pettinari 2 of 5 stars	Lower Target	Neutral	$104.00 ➝ $88.00	+3.29%
7/9/2026	Argus 3 of 5 stars	Christopher Graja Not Rated	Set Target		$108.00	+26.92%
6/17/2026	Keefe, Bruyette & Woods Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Jade Rahmani Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Underperform	$86.00 ➝ $85.00	-6.92%
6/16/2026	UBS Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	John Lovallo Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Neutral	$107.00 ➝ $94.00	+4.76%
6/16/2026	Zacks Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Downgrade	Hold ➝ Strong Sell
6/16/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Michael Rehaut Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Underweight	$80.00 ➝ $77.00	-14.19%
6/15/2026	BTIG Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Set Target		$67.00	-26.96%
6/15/2026	Wells Fargo & Company Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Sam Reid Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Equal Weight	$90.00 ➝ $85.00	-5.59%
6/15/2026	Barclays Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Matthew Bouley Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Underweight	$80.00 ➝ $79.00	-12.25%
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6/15/2026	Evercore Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Boost Target	Underperform	$82.00 ➝ $87.00	-4.93%
6/15/2026	Royal Bank Of Canada Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Mike Dahl Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Underperform	$88.00 ➝ $85.00	-7.12%
6/12/2026	Bank of America Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Rafe Jadrosich Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Underperform	$84.00 ➝ $77.00	-14.47%
6/11/2026	Weiss Ratings Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Sell (D+)
6/5/2026	The Goldman Sachs Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Neutral
1/7/2026	Citizens Jmp Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	James McCanless Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Market Outperform ➝ Market Perform
9/22/2025	Raymond James Financial Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Buck Horne Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Market Perform ➝ Underperform
9/22/2025	Wedbush Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Jay McCanless Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Reiterated Rating	Neutral	$130.00	+2.23%
6/18/2025	Zelman & Associates Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Ivy Zelman Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Strong-Buy ➝ Hold
1/8/2025	Wolfe Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Trevor Allinson Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Downgrade	Outperform ➝ Peer Perform

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Friday at 12:36 AM ET.

Should I Buy Lennar Stock? LEN Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Thursday, September 3, 2026. Please send any questions or comments about these Lennar pros and cons to contact@marketbeat.com.

Lennar
Bull Case

Here are some ways that investors could benefit from investing in Lennar Co.:

Lennar Co. is currently trading at $84.37, which is significantly below its 52-week high of $144.24 and even below its 200-day moving average of $91.63. This price level offers a potential entry point for value-oriented investors, as the stock is trading at a P/E ratio of 13.20, which is relatively low for a major homebuilder, suggesting the market may be overpricing the current risks.
Institutional interest in Lennar Co. has surged recently, with Berkshire Hathaway boosting its stake to $1.2 billion and Nan Shan Life Insurance Co. Ltd. increasing its position by over 6,000% in the second quarter. This significant accumulation by high-profile investors and institutional funds often signals confidence in the company's long-term stability and potential for recovery.
The company offers a dividend yield of 2.39%, providing a steady income stream for investors. With a payout ratio of 31.30%, Lennar Co. retains a substantial portion of its earnings for reinvestment, indicating that the dividend is well-covered and sustainable even during periods of market volatility.
Lennar Co. demonstrated strong operational efficiency in its most recent quarter, reporting an EPS of $1.31, which beat analyst estimates of $1.24. This beat, combined with a net margin of 4.93%, suggests that the company is effectively managing costs and maintaining profitability despite the challenging housing market environment.
The company has a strong balance sheet with a debt-to-equity ratio of 0.19 and a current ratio of 4.91. This financial flexibility allows Lennar Co. to navigate economic downturns more effectively than competitors with higher leverage, providing a safety net for shareholders during periods of uncertainty.

Lennar
Bear Case

Investors should be bearish about investing in Lennar Co. for these reasons:

Analyst sentiment has turned negative, with the consensus rating downgraded to "Reduce" and a consensus price target of $92.13, which is only slightly above the current price. Recent downgrades from major firms like Zacks Research, which moved to a "strong sell" rating, and Citigroup, which cut its price target to $88.00, reflect growing concerns about the company's future earnings potential.
Lennar Co. has experienced a significant decline in revenue, with the most recent quarter showing a 5.2% year-over-year drop to $7.94 billion. This trend of declining revenue, coupled with a 13.3% drop in the previous quarter, indicates that the company is struggling to maintain sales momentum in a soft housing market.
Short interest in Lennar Co. has been rising, with 17.26 million shares shorted as of the latest report, representing 7.96% of the float. This high level of short interest suggests that a significant portion of the market is betting against the stock, which could lead to increased volatility and downward pressure on the share price.
The company is facing operational challenges, including lawsuits related to cyber liabilities and mold issues that are becoming a costly headache for homebuilders. These legal and operational risks could erode margins and distract management from core business activities, potentially impacting future profitability.
Lennar Co. has a high beta of 1.39, meaning its stock is more volatile than the overall market. This heightened sensitivity to market movements could result in larger price swings, making it a riskier investment for conservative investors who prefer stability.

LEN Forecast - Frequently Asked Questions

According to the research reports of 18 Wall Street equities research analysts, the average twelve-month stock price forecast for Lennar is $92.13, with a high forecast of $140.00 and a low forecast of $67.00.

18 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Lennar in the last year. There are currently 10 sell ratings, 7 hold ratings and 1 buy rating for the stock. The consensus among Wall Street equities research analysts is that investors should "reduce" LEN shares.

According to analysts, Lennar's stock has a predicted upside of 9.20% based on their 12-month stock forecasts.

Over the previous 90 days, Lennar's stock had 2 downgrades by analysts.

Lennar has been rated by research analysts at Argus, Bank of America, Barclays, BTIG Research, Citigroup, Evercore, JPMorgan Chase & Co., Keefe, Bruyette & Woods, Royal Bank Of Canada, The Goldman Sachs Group, Truist Financial, UBS Group, Weiss Ratings, Wells Fargo & Company, and Zacks Research in the past 90 days.

Analysts like Lennar less than other "consumer discretionary" companies. The consensus rating for Lennar is Reduce while the average consensus rating for "consumer discretionary" companies is Hold. Learn more on how LEN compares to other companies.

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Brokerages With Lennar Recommendations

MarketBeat monitors more than a dozen sources for Lennar analyst ratings, with the most recent rating issued on 8/6/2026.

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Lennar (LEN) Stock Forecast & Price Target