Lennar Class A
About: Lennar is one of the largest public homebuilders in the United States. The company's homebuilding operations target first-time, move-up, active adult, and luxury homebuyers mainly under the Lennar brand name. Lennar's financial services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily and single-family for-rent construction and has invested in numerous housing-related technology startups.
Employees: 13,265
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
11% more call options, than puts
Call options by funds: $646M | Put options by funds: $584M
9% more funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 12 (+1) [Q1 2025]
1.03% more ownership
Funds ownership: 92.3% [Q4 2024] → 93.33% (+1.03%) [Q1 2025]
7% more repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 334
6% less funds holding
Funds holding: 997 [Q4 2024] → 938 (-59) [Q1 2025]
17% less capital invested
Capital invested by funds: $30.1B [Q4 2024] → $24.9B (-$5.18B) [Q1 2025]
22% less first-time investments, than exits
New positions opened: 130 | Existing positions closed: 166
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Wells Fargo Deepa Raghavan | 1%upside $110 | Equal-Weight Maintained | 9 Apr 2025 |
Citizens Capital Markets Aaron Hecht | 38%upside $150 | Market Outperform Maintained | 31 Mar 2025 |
Goldman Sachs Susan Maklari | 10%upside $120 | Neutral Maintained | 25 Mar 2025 |
Keefe, Bruyette & Woods Jade Rahmani | 18%upside $128 | Market Perform Maintained | 25 Mar 2025 |
UBS John Lovallo | 51%upside $164 | Buy Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 14 articles about LEN published over the past 30 days









