Lennar Corporation

Lennar Corporation

LENยทNYSE

$89.46

-1.6%
Consumer CyclicalResidential Construction

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.

At a Glance

Live Snapshot
Market Cap$22.65B
EPS7.9800
P/E Ratio11.21
Earnings Date06/11/2026
len

Lennar Corporation Street Expectations Map

LEN ยท NYSE

Wall Street analysts project that LEN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 102.14, with estimates ranging from a low of 88.00 to a high of 125.00.

Lowest Target
88.00
-1.63%
Consensus Target
102.14
14.17%
Highest Target
125.00
39.73%

The consensus 1-year price target stands at 102.14, with estimates ranging from a low of 88.00 to a high of 125.00.

Analyst Consensus Analysis

Upside Potential

+14.2%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

36.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

24.34x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Lennar Corporation Forward Estimates of Revenue

LEN ยท NYSE
Latest Revenue
34.19B
FY 2025
Avg Estimate
33.99B
FY 2026
Estimate Range
33.90B - 34.13B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Lennar Corporation Forward Estimates of Net Income

LEN ยท NYSE
Latest Net Income
2.08B
FY 2025
Avg Estimate
2.06B
FY 2026
Estimate Range
1.95B - 2.18B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Lennar Corporation Forward Estimates of EPS

LEN ยท NYSE
Latest EPS
7.98
FY 2025
Avg Estimate
$7.91
FY 2026
Estimate Range
$7.56 - $8.44
Analyst Spread

Forward Growth Analysis

Projected Growth-0.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread11%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Lennar Corporation Forward Estimates of EBIT

LEN ยท NYSE
Latest EBIT
2.75B
FY 2025
Avg Estimate
5.62B
FY 2026
Estimate Range
5.60B - 5.64B
Analyst Spread

Forward Growth Analysis

Projected Growth+104.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lennar Corporation Forward Estimates of EBITDA

LEN ยท NYSE
Latest EBITDA
2.88B
FY 2025
Avg Estimate
5.73B
FY 2026
Estimate Range
5.71B - 5.75B
Analyst Spread

Forward Growth Analysis

Projected Growth+98.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Lennar Corporation Forward Estimates of SG&A Expense

LEN ยท NYSE
Latest SG&A Expense
636.72M
FY 2025
Avg Estimate
508.40M
FY 2026
Estimate Range
506.93M - 510.46M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Lennar Corporation Insider Positioning

LEN ยท NYSE

During the last 12 months, there has been no insider trading activity reported for LEN.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.