Price
No data yet.
Social Signal Score
Analyst Ratings
50 analystsRevenue
$8.05B+138.29%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Stuart A. Miller
- Sector
- Consumer Cyclical
- Industry
- Residential Construction
- Employees
- 12,532
- Beta
- 1.40
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 3.60
Financials
Revenue
$8.05B+138.3%Net Income
$283.88M-9.4%EBITDA
$446.25M-6.5%Free Cash Flow
$-201.28M-141.1%EPS (diluted)
$1.19-9.2%Shares Outstanding (diluted)
237.76M+0.4%Operating Expenses
$851.92MCash & Debt
$1.15BReturn of Capital
$736.79MRevenue by Segment (annual)
$34.39BDividend per Share
$0.50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $34.19B | $2.08B | $7.98 |
| 2024 | $35.44B | $3.93B | $14.31 |
| 2023 | $34.23B | $3.94B | $13.73 |
| 2022 | $33.67B | $4.61B | $15.74 |
| 2021 | $27.13B | $4.43B | $14.28 |
| 2020 | $22.49B | $2.47B | $7.88 |
| 2019 | $22.26B | $1.85B | $5.76 |
| 2018 | $20.57B | $1.70B | $5.46 |
| 2017 | $12.65B | $810.48M | $3.38 |
| 2016 | $10.95B | $911.84M | $4.05 |
| 2015 | $9.47B | $802.89M | $3.79 |
| 2014 | $7.78B | $638.92M | $3.06 |
| 2013 | $5.94B | $479.67M | $2.43 |
| 2012 | $4.11B | $679.12M | $3.51 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from LEN's reported EPS growth of 6.5% a year over 13 years.
- EPS in 5 years
- $11.05
- Implied price
- $176.75
- Return from $79.81
- 17.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $87.88 — today's price is already 9.2% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 14 | 16 | 18 | 20 |
|---|---|---|---|---|---|
| -3.5% | 0.3% | 3.4% | 6.2% | 8.8% | 11.1% |
| 1.5% | 5.5% | 8.8% | 11.7% | 14.4% | 16.8% |
| 6.5% | 10.7% | 14.1% | 17.2% | 20.0% | 22.6% |
| 11.5% | 15.9% | 19.5% | 22.7% | 25.7% | 28.3% |
| 16.5% | 21.1% | 24.9% | 28.2% | 31.3% | 34.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
70+0.00%Social Signal Score
Mentions (28)
- News (RSS)fool·2d ago·Positive
Berkshire Hathaway Is Buying Up Shares of This Beaten-Down Stock. Should You Invest Too? The conglomerate's decision to up its stake in homebuilder Lennar fits perfectly with its broader investing style.
View source ↗ - Newsgurufocus.com·3d ago·Positive
Warren Buffett Adds to Lennar Corp (LEN) as Shares Trade 37% Below GF Value A Notable Increase in an Undervalued Homebuilder On Sept. 30, 2026, Warren Buffett (Trades, Portfolio) executed a purchase of Lennar Corp (LEN) shares, increasi
View source ↗ - News (RSS)fortune·4d ago·Neutral
Fortune 500 Chief People Officers say AI has killed org charts, and employees who will thrive need to ‘unlearn’ At Fortune’s inaugural AIQ Summit, executives from Palo Alto Networks, HPE, and Lennar, discussed how AI is reshaping firms—and the workers within them.
View source ↗ - 4chan /biz/biz·12d ago·Neutral
>>62718414 For LEN Berkshire is going to cutback on management and provide materials at cost from their other subsidiary’s reducing operating expenses by twenty or so percent would be my best guess giving them a massive leg up.
View source ↗ - News (RSS)yahoo·13d ago·Neutral
Sandisk, Lennar, Viking Therapeutics, Shopify, GameStop, and More Stocks That Explain Today’s Market
View source ↗ - News (RSS)kiplinger·13d ago·Positive
Nasdaq Notches Another New High: Stock Market Today Sandisk jumped on a new Buy rating, while Lennar shares popped on Berkshire's latest buy.
View source ↗ - Newsmarketbeat.com·13d ago·Negative
Is the Fed Playing Chess With Rates—Or Just Behind the Curve Again? The Fed's latest rate hike looks straightforward on the surface: inflation remains a problem, so policymakers are keeping pressure on the economy. There is reason to believe the FOMC remains behind the curve, as it has been since inflation reared its ugly head.
View source ↗ - News (RSS)yahoo·14d ago·Negative
Jim Cramer Says KB Home (KBH) Could Report Weaker Numbers Like Lennar (LEN)
View source ↗ - News (RSS)yahoo·15d ago·Neutral
Lennar (LEN) Cuts Delivery Forecast. Can Construction Savings Offset Heavy Incentives?
View source ↗ - News (RSS)thestreet·16d ago·Negative
Lennar delivers harsh reality check for housing market The Lennar Corp. earnings report missed estimates, but the numbers say more about the housing market than the homebuilder.
View source ↗ - News (RSS)fool·18d ago·Neutral
Lennar (LEN) Q3 2026 Earnings Call Transcript Interest rates and affordability constraints pressured new orders and margins.
View source ↗ - News (RSS)forbes·18d ago·Neutral
Nation’s Second-Largest Homebuilder Warns Immigration Crackdown LeavingTrade Partners With ‘No Crews’ Real estate developer Lennar said about 20% of its divisions are feeling labor pressure from immigration crackdowns.
View source ↗ - News (RSS)seekingalpha·18d ago·Positive
Lennar Corporation (LEN) Q3 2026 Earnings Call Transcript
View source ↗ - News (RSS)investing·18d ago·Negative
Lennar earnings analysis: questions answered and next catalysts
View source ↗ - News (Marketaux)thestockmarketwatch.com·19d ago·Positive
Market Steady as Investors Await Federal Reserve Policy Shift; Tech and AI Sectors Lead Gains Additionally, Lennar Corpor[+239 characters]
View source ↗ - News (RSS)thestreet·19d ago·Neutral
Lennar Corporation Q3 2026 Earnings: Live Updates of $LEN Earnings Call, Forecast Homebuilder Lennar is set to report its Q3 2026 earnings call, just hours after the Federal Reserve raised interest rates and foreshadowed further rate hikes
View source ↗ - News (Marketaux)thestockmarketwatch.com·20d ago·Positive
Tech and Retail Lead Gains as Markets Await Key Economic Data After the close tomorrow, the market wil[+301 characters]
View source ↗ - Newsyoutube.com·20d ago·Positive
Options Corner: LEN Near 52-Week Lows, Earnings Offer Chance to Rebuild Bull Case Shares in Lennar (LEN) are having a hard time lifting off the stock's new floor around $80. Rick Ducat highlights key levels to watch in the homebuilder as the company readies to report earnings after Wednesday's close.
View source ↗ - 4chan /biz/biz·20d ago·Positive
>>62694274 to be fair alot of refineries are exploded, but yeah it's nuts. others have said it but it does seem years of stonk up and recursive calculator trading has diminished proper capital allocation into a trend following s*******. so long as political understanding of supply/demand persists all will be well but it's getting very shaky innit >>62694282 just realized LEN reporting after FOMC is a bit odd?
View source ↗ - News (RSS)investing·20d ago·Negative
Lennar earnings outlook: two consecutive misses and a stock near multi-year lows
View source ↗ - 4chan /biz/biz·22d ago·Neutral
>>62686681 I need to average down and get rid of my LEN stock.
View source ↗ - News (Marketaux)thestockmarketwatch.com·24d ago·Neutral
Market Stability Amid Inflation Data: Tech Gains Offset Dow Weakness (DRI) is scheduled to report before the [+235 characters]
View source ↗ - News (RSS)seekingalpha·27d ago·Neutral
Lennar: Below Book Value Ahead Of Q3 Earnings
View source ↗ - 4chan /biz/biz·27d ago·Neutral
just bought some more Lennar, what am I in for?
View source ↗ - News (RSS)techcrunch·28d ago·Negative
…ts that give construction workers real-time, hands-free guidance through smartphones and Meta's AI glasses, backed by $25 million from Elad Gil, Khosla Ventures, and Lennar to tackle a labor shortage severe enough that data center projects alone now need 4,000 to 5,000 workers apiece.
View source ↗ - Newsprnewswire.com·32d ago·Neutral
Lennar Celebrates Grand Opening of The Oaks at Vacation Destination Eclectic Near Alabama's Beautiful Lake Martin /PRNewswire/ -- Lennar, one of the nation's leading homebuilders, today announced the grand opening of The Oaks at Eclectic, a new single-family home community
View source ↗ - News (RSS)yahoo·47d ago·Negative
Lennar Corporation (LEN) Collapses as Market Weakness and Spin-off Bite
View source ↗ - News (RSS)zerohedge·52d ago·Positive
…ares added, or $21.1BN, to $37.8BN as of June 30, making it Berkshire's 3rd largest holding, Delta Air Lines (DAL), 17.5MM shares added, or $2.7BN, to $5.4BN Lennar (LEN), 3.1MM shares added, to $315.9MM, to $1.2BN New York Times (NYT), 553K shares added, or $$169.5MM, to $1.1BN Macy's (M), 4.3MM shares added, or $118MMM, to $173.0MM Cuts: Bank of America (BAC), 30.2MM shares sold bringing total down to 483.4MM shares worth $27.5BN as of June 30 DaVita (DVA), 1.2MM shares sold bringing total to …
View source ↗
Earnings
Tue, Dec 15(in 2 months)
Consensus estimate $1.48 per share
Typical surprise -2.4% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Sep 16$1.23 vs $1.28miss
- Thu, Jun 11$1.24 vs $1.24beat
- Thu, Mar 12$0.93 vs $0.95miss
- Tue, Dec 16$1.93 vs $2.21miss
- Thu, Sep 18$2.00 vs $2.10miss
- Mon, Jun 16$1.90 vs $1.94miss
Estimates and results for LEN via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by LEN officers and directors.
- Bought
- $402.7m
- Sold
- —
30 trades
0 trades
- Berkshire Hathaway Incbought
- Berkshire Hathaway Incbought
- Berkshire Hathaway Incbought
- Berkshire Hathaway Incbought
- Berkshire Hathaway Incbought
- Berkshire Hathaway Incbought
- Berkshire Hathaway Incbought
- Berkshire Hathaway Incbought
70 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Sep 7, 2026 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Aug 12, 2026 (36d later)Sell$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (41d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (24d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (27d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 10, 2025 (35d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 11, 2025 (32d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 11, 2025 (39d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (78d later)Buy$1,001 - $15,000
- Ritchie Torreshouse · NY15 · disclosed Aug 20, 2025 (328d later)Buy$1,001 - $15,000
- Ritchie Torreshouse · NY15 · disclosed Aug 20, 2025 (328d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Aug 8, 2025 (14d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 9, 2025 (13d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 9, 2025 (23d later)Sell$15,001 - $50,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.