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, and active adult 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
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $625M
2.06% more ownership
Funds ownership: 90.11% [Q3] → 92.18% (+2.06%) [Q4]
2% less repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 368
5% less funds holding
Funds holding: 1,038 [Q3] → 989 (-49) [Q4]
15% less first-time investments, than exits
New positions opened: 140 | Existing positions closed: 165
26% less capital invested
Capital invested by funds: $40.8B [Q3] → $30.1B (-$10.7B) [Q4]
52% less funds holding in top 10
Funds holding in top 10: 23 [Q3] → 11 (-12) [Q4]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
5%
downside
Avg. target
$139
20%
upside
High target
$170
47%
upside
12 analyst ratings
3 positive
25%
9 neutral
75%
0 negative
0%
Goldman Sachs Susan Maklari 12% 1-year accuracy 3 / 25 met price target | 4%upside $120 | Neutral Maintained | 25 Mar 2025 |
Keefe, Bruyette & Woods Jade Rahmani 42% 1-year accuracy 14 / 33 met price target | 11%upside $128 | Market Perform Maintained | 25 Mar 2025 |
UBS John Lovallo 7% 1-year accuracy 2 / 28 met price target | 42%upside $164 | Buy Maintained | 24 Mar 2025 |
RBC Capital Mike Dahl 50% 1-year accuracy 27 / 54 met price target | 5%upside $122 | Sector Perform Maintained | 24 Mar 2025 |
Barclays Matthew Bouley 31% 1-year accuracy 20 / 65 met price target | 5%downside $110 | Equal-Weight Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 26 articles about LEN published over the past 30 days
Negative
Seeking Alpha
2 days ago
Lennar: Rating Downgrade As Various Indicators Point To Poor Earnings Outlook In 2025
Downgraded Lennar Corporation to a sell due to poor demand, deteriorating pricing power, and margin pressure, despite strong execution. The latest JPMorgan housing outlook confirms a negative US housing demand environment, with high mortgage rates and cautious consumers impacting affordability and transaction volumes. LEN's increased reliance on sales incentives and declining average selling prices indicate significant underlying demand deterioration and lack of pricing power.
Negative
Fast Company
3 days ago
Housing markets in Florida and Texas are so weak that builder Lennar spent the most on buyer incentives since 2009
Lennar—the nation's second-largest homebuilder—told investors on Friday that their spring selling season is off to a soft start.
Negative
Schwab Network
3 days ago
LEN Downgraded from Outperform: New Foundation for Stock?
Lennar (LEN) posted earnings that caused its stock to slide to 52-week lows on Friday. Bearish action continued on the analyst front with Evercore ISI's downgrade to In Line from Outperform.
Neutral
Seeking Alpha
5 days ago
Certainly Uncertain
US equity markets posted modest gains this week - snapping a four-week losing streak - as investors parsed commentary and updated forecasts from the Federal Reserve's policy meeting. Ahead of the looming April 2nd unveiling of reciprocal tariffs, investors were relieved by FOMC projections showing that 11-of-19 policy markets still expect at least two rate cuts this year. Disappointing retail sales data indicated that economic uncertainty is beginning to affect real-world consumer behavior. Housing market data was relatively solid, however, sparking an upward revision to the GDPNow forecast.
Neutral
Yahoo Finance
6 days ago
Housing data recap, Super Micro Computer upgraded by JPMorgan, Lennar issues weak Q2 outlook
Market Domination hosts Josh Lipton and Julie Hyman go over key insights from the trading day on March 21, 2025. First, they discuss Heathrow Airport's reopening after a nearby fire caused a power outage that disrupted travel earlier in the day.
Neutral
Seeking Alpha
6 days ago
Lennar Corporation (LEN) Q1 2025 Earnings Call Transcript
Lennar Corporation (NYSE:LEN ) Q1 2025 Earnings Conference Call March 21, 2025 11:00 AM ET Company Participants David Collins - VP & Controller Stuart Miller - Executive Chairman & Co-CEO Jon Jaffe - President & Co-CEO Diane Bessette - CFO Fred Rothman - COO Conference Call Participants Stephen Kim - Evercore ISI Alan Ratner - Zelman & Associates John Lovallo - UBS Mike Rehaut - JP Morgan Susan Maklari - Goldman Sachs Ken Zener - Seaport Research Partners Operator Welcome to Lennar's First Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode.
Neutral
Benzinga
6 days ago
Lennar Outperforms On Orders And Earnings, But Analysts Caution On Weaker Margins And Q2 Outlook
Home construction company Lennar Corp LEN released its first-quarter results after Thursday's closing bell.
Neutral
CNBC Television
1 week ago
Cramer's Mad Dash: Lennar
Jim Cramers discusses why he's keeping an eye on shares of homebuilder Lennar.
Negative
Zacks Investment Research
1 week ago
Lennar Q1 Earnings & Revenues Beat, Stock Falls on Lower Order Value
LEN's first-quarter fiscal 2025 report reflects strong demand but ongoing affordability challenges in a shifting housing market.
Neutral
Zacks Investment Research
1 week ago
Compared to Estimates, Lennar (LEN) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Lennar (LEN) give a sense of how the business performed in the quarter ended February 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Charts implemented using Lightweight Charts™