Price
No data yet.
Social Signal Score
Analyst Ratings
45 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
- 1.32
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
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-B's reported EPS growth of 6.5% a year over 13 years.
- EPS in 5 years
- $11.05
- Implied price
- $176.75
- Return from $78.69
- 17.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $87.88 — today's price is already 10.5% 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% | 0.6% | 3.7% | 6.5% | 9.1% | 11.4% |
| 1.5% | 5.8% | 9.1% | 12.0% | 14.7% | 17.2% |
| 6.5% | 11.0% | 14.5% | 17.6% | 20.4% | 22.9% |
| 11.5% | 16.2% | 19.8% | 23.1% | 26.0% | 28.7% |
| 16.5% | 21.4% | 25.2% | 28.6% | 31.7% | 34.5% |
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)
65+116.67%Social Signal Score
Mentions (38)
- Newsbarrons.com·11h ago·Positive
Berkshire Buys $190 Million More Lennar Stock; It Now Owns 12% of the Big Homebuilder Berkshire's latest purchases were made last Thursday and Friday. Lennar stock fell almost 7% Monday after the publication of a negative report on the company.
View source ↗ - Newszacks.com·21h ago·Negative
Lennar Plunges 22% YTD: Can the Stock Rebound in the Near Future? LEN's shares face pressure from high mortgage rates, weaker affordability, falling home prices and sharp margin compression.
View source ↗ - Newsfool.com·2d ago·Positive
Greg Abel Committed $6.8 Billion to Homebuilders Like Lennar, Increasing Berkshire's Stake by 30%, Even as Mortgage Rates Sit Near 7.5% and Builder Sentiment Hits Multi-Year Lows. Is This Bold Conviction or a Costly Miscalculation? Wall Street tends to be myopically focused on near-term events. Greg Abel is the CEO of a company that thinks long term.
View source ↗ - Newscnbc.com·3d ago·Positive
Berkshire buys more Lennar shares, but pace of purchases slows Berkshire Hathaway added to its bet on Lennar this week, raising its stake in the homebuilder to 11.2%, although the pace of its buying appears to be slowing.
View source ↗ - Newsbenzinga.com·3d ago·Negative
Lennar Stock Falls Following Hunterbrook Short Report On Millrose Transactions Lennar Corp. (NYSE:LEN) shares are trading lower Friday afternoon after investigative outlet Hunterbrook Media published a short report alleging the homebuilder met quarterly targets by selling hundreds of finished homes to its own spinoff, Millrose Properties Inc. (NYSE:MRP). Benzinga reached out to Lennar for comment on the allegations but did not immediately hear back from the company.
View source ↗ - Newsbarrons.com·7d ago·Positive
Berkshire Buys Lennar Stock; Its Clayton Homes Unit Could Be Worth $25 Billion Berkshire Hathaway has raised its stake in Lennar to 11%. Its Clayton Homes unit shows how substantial its housing business has become.
View source ↗ - News247wallst.com·7d ago·Positive
If Berkshire's $2.1 Billion Bet Is Right, You'll Probably Wish You Bought This Unloved Housing Stock. Abel and Weschler Just Bought Another 2.7 Million Shares Of Lennar. Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) moved fast into a homebuilder Wall Street has turned against. Per TipRanks, Berkshire bought $212.4 million of Lennar (NYSE:LEN) stock, over 2.
View source ↗ - Newsbarrons.com·10d ago·Positive
Berkshire Hathaway Buys More Lennar Stock; Now Owns 11% of Big Homebuilder Berkshire, which owns several homebuilders, appears to have taken advantage of Lennar's depressed stock price.
View source ↗ - News247wallst.com·11d ago·Negative
‘The Housing Supply Just Isn't There': Buffett Bought 10% of Lennar the Day After It Cut Guidance At $81.47, Lennar (NYSE:LEN | LEN Price Prediction) looks compelling on a research basis.
View source ↗ - Newsprnewswire.com·12d ago·Negative
Lennar Corporation Declares Quarterly Dividends MIAMI, Sept. 23, 2026 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's leading homebuilders, announced that its Board of Directors has declared a quarterly cash dividend of $0.50 per share for both Class A and Class B common stock payable on October 22, 2026 to holders of record at the close of business on October 7, 2026.
View source ↗ - Newscnbc.com·13d ago·Neutral
Lennar shares pop as Berkshire builds almost a 10% stake in beleaguered homebuilder Berkshire Hathaway has built almost a 10% stake in Lennar, a Miami-based homebuilder, according to a securities filing. The conglomerate has a long history of taking stakes in homebuilders.
View source ↗ - Newsbarrons.com·14d ago·Positive
Berkshire Buys Over $200 Million of Lennar Stock and Now Holds 10% of Big Home Builder Berkshire Hathaway purchased more than $200 million of depressed Lennar stock over three trading days and now owns just over 10% of the country's second largest home builder.
View source ↗ - Newsbarrons.com·14d ago·Negative
Why Lennar Is Getting Hit Worse Than D.R. Horton in This Crummy Housing Market Lennar, the nation's third-largest home builder, had a earnings miss last week. But it wasn't inflation driving up construction materials or tariffs or wages or any of the other usual suspects that stood out.
View source ↗ - Newsmarketbeat.com·16d ago·Negative
Lennar's Earnings Miss May Be Sending a Bigger Warning About U.S. Housing Wall Street analysts had already set a relatively low bar for Lennar's NYSE: LEN fiscal Q3 2026 earnings, reflecting expectations of continued pressure on the homebuilder amid a challenging housing market.
View source ↗ - Newsmarketbeat.com·17d ago·Neutral
Lennar's Q3 Miss Hides a Stronger Operating Story Beneath the Housing Slump Lennar TodayLENLennar$75.97 -3.73 (-4.69%) As of 11:30 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$75.70▼$133.76Dividend Yield2.63%P/E Ratio14.38Price Target$89.07Add to WatchlistLennar NYSE: LEN faces hurdles, but these are near-term issues that obscure what investors should focus on.
View source ↗ - Newsseekingalpha.com·18d ago·Positive
Lennar Corporation (LEN) Q3 2026 Earnings Call Transcript Lennar Corporation (LEN) Q3 2026 Earnings Call Transcript
View source ↗ - Newsmarketbeat.com·18d ago·Neutral
Lennar Q3 Earnings Call Highlights Lennar NYSE: LEN reported third-quarter 2026 results that met its delivery guidance as the homebuilder navigated higher mortgage rates, affordability pressures and increased competition from resale homes.
View source ↗ - Newsproactiveinvestors.com·18d ago·Negative
Lennar Q3 earnings fall as homebuilder cuts annual delivery target Lennar Corp (NYSE:LEN) reported a 52% drop in third-quarter net earnings and lowered its annual delivery target. Net earnings fell to $284 million, or $1.19 per diluted share, from $591 million, or $2.29, a year earlier.
View source ↗ - Newszacks.com·18d ago·Negative
Lennar Q3 Earnings Miss Estimates on Housing Weakness, Revenues Lag LEN stock falls as Q3 earnings and revenues miss estimates and decline year over year. Weaker deliveries, pricing and margins reflect continued housing demand pressures.
View source ↗ - Newsseekingalpha.com·18d ago·Neutral
Lennar: Everything Shouts 'Not Yet' (Earnings Review) Lennar Corporation faces cyclical headwinds, with Q3 earnings disappointing and shares at 52-week lows, despite Berkshire Hathaway increasing its stake. LEN's asset-light transition has improved ROE to 21% and reduced capital intensity, but macro conditions — high mortgage rates and weak sentiment — are pressuring margins and volumes. Q3 results showed revenue down to $8B, gross margin at 15.8%, and FY26 guidance cut to 80k–81k home deliverie
View source ↗ - Newsbenzinga.com·19d ago·Neutral
Fluence Energy, Lennar and 3 Stocks to Watch Heading Into Thursday With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:
View source ↗ - Newszacks.com·19d ago·Neutral
Lennar (LEN) Reports Q3 Earnings: What Key Metrics Have to Say Although the revenue and EPS for Lennar (LEN) give a sense of how its business performed in the quarter ended August 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
View source ↗ - Newszacks.com·19d ago·Negative
Lennar (LEN) Lags Q3 Earnings and Revenue Estimates Lennar (LEN) came out with quarterly earnings of $1.23 per share, missing the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $2 per share a year ago.
View source ↗ - Newswsj.com·19d ago·Neutral
Lennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions The homebuilding company said it expects full-year home deliveries of between 80,000 and 81,000 homes. That is down from its previous guidance for 82,000 to 83,000 deliveries, and below the 82,300 analysts polled by FactSet were expecting.
View source ↗ - Newsprnewswire.com·19d ago·Negative
Lennar Reports Third Quarter 2026 Results Third Quarter 2026 Highlights Net earnings per diluted share of $1.19 ($1.23 excluding mark-to-market losses on technology investments and one-time items in the Company's Financial Services segment) Net earnings of $284 million New orders decreased 9%, to 20,879 homes, compared to prior year Backlog of 16,857 homes with a dollar value of $6.3 billion Deliveries decreased 3%, to 20,840 homes, compared to prior year Total revenues of $8.0 billion Homebuild
View source ↗ - Newsbarrons.com·20d ago·Neutral
Higher Mortgage Rates Are Test for Lennar. Watch the Home Builder's Margins. As mortgage rates rise, builders use incentives to boost home sales at the expense of their margins.
View source ↗ - Newsbenzinga.com·20d ago·Positive
Lennar, Trip.com and 3 Stocks to Watch Heading Into Wednesday With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
View source ↗ - Newsbarrons.com·22d ago·Neutral
Fed Interest Rates, Home Sales, Retail, Lennar Stock, and More to Watch This Week This week's main economic event will be the Fed meeting, after which Wall Street expects Chairman Kevin Warsh to raise interest rates. We'll also see retail data, housing sales, and earnings from Lennar.
View source ↗ - Newsseekingalpha.com·25d ago·Positive
Lennar Q3 Earnings Preview: The Bridge Is Swaying Lennar maintains a Buy rating, supported by Berkshire Hathaway's increasing stake and a resilient, asset-light balance sheet. Berkshire's position in LEN grew by 30% in Q2, while its outright acquisition of Taylor Morrison signals deepened conviction in homebuilding. LEN's Q2 saw gross margins improve to 15.6% and sales incentives decline to 12.9%, but revenue and volume guidance were cut amid rising mortgage rates.
View source ↗ - Newszacks.com·26d ago·Neutral
Analysts Estimate Lennar (LEN) to Report a Decline in Earnings: What to Look Out for Lennar (LEN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
View source ↗ - Newsseekingalpha.com·26d ago·Negative
Millrose Properties: New Builder Capital Earns 210 Basis Points More Millrose's non-Lennar invested capital earns 10.6%, compared with 8.5% on the legacy Lennar portfolio. At $30.78, the shares trade near 0.87 times June book value and offer a 10.0% annualized dividend yield. The $0.77 quarterly dividend consumed all second-quarter AFFO, leaving little room for credit losses, higher interest expense, or slower redeployment.
View source ↗ - Newszacks.com·27d ago·Negative
Lennar (LEN) Registers a Bigger Fall Than the Market: Important Facts to Note In the closing of the recent trading day, Lennar (LEN) stood at $80.37, denoting a -3.84% move from the preceding trading day.
View source ↗ - Newsseekingalpha.com·27d ago·Negative
Lennar: Below Book Value Ahead Of Q3 Earnings Lennar Corporation is trading at a deep discount, 12% below its 200-day SMA and at 0.98x P/B, amid widespread sector downgrades. Despite weaker ROE (7.24%) and ROIC (5.83%) versus D.R. Horton, LEN is seeing substantial institutional accumulation in dark pools near its lows. LEN's low debt/equity ratio (0.29) and 2.28% yield support a patient holding strategy while the market remains bearish.
View source ↗ - Newsprnewswire.com·33d ago·Neutral
Lennar Corporation to Broadcast Its Third Quarter 2026 Earnings Call on September 17, 2026 MIAMI, Sept. 2, 2026 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's largest homebuilders, announced today that the Company will release its third quarter 2026 earnings after the market closes on September 16, 2026.
View source ↗ - Newszacks.com·35d ago·Neutral
Why Lennar (LEN) Dipped More Than Broader Market Today Lennar (LEN) concluded the recent trading session at $84.11, signifying a -2.57% move from its prior day's close.
View source ↗ - Newszacks.com·42d ago·Neutral
Lennar (LEN) Gains As Market Dips: What You Should Know In the closing of the recent trading day, Lennar (LEN) stood at $88.16, denoting a +1.31% move from the preceding trading day.
View source ↗ - Newszacks.com·48d ago·Neutral
Lennar (LEN) Declines More Than Market: Some Information for Investors In the most recent trading session, Lennar (LEN) closed at $84.94, indicating a -1.85% shift from the previous trading day.
View source ↗ - Newszacks.com·56d ago·Negative
Lennar (LEN) Declines More Than Market: Some Information for Investors Lennar (LEN) reached $85.6 at the closing of the latest trading day, reflecting a -2.93% change compared to its last close.
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 $1.27miss
- Thu, Jun 11$1.24 vs $1.24beat
- Thu, Mar 12$0.93 vs $0.95miss
- Tue, Dec 16$1.93 vs $2.20miss
- Thu, Sep 18$2.31 vs $2.09beat
- Mon, Jun 16$1.81 vs $1.94miss
Estimates and results for LEN-B 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-B 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
- Donna Shalalahouse · FL27 · disclosed Jun 23, 2020 (4d later)Sell$1,001 - $15,000
- Donna Shalalahouse · FL27 · disclosed May 15, 2020 (8d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.