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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $625M
2.86% more ownership
Funds ownership: 89.31% [Q3] → 92.18% (+2.86%) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 369
4% less funds holding
Funds holding: 1,037 [Q3] → 994 (-43) [Q4]
13% less first-time investments, than exits
New positions opened: 144 | Existing positions closed: 165
26% less capital invested
Capital invested by funds: $40.4B [Q3] → $30.1B (-$10.4B) [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
1%
upside
Avg. target
$134
23%
upside
High target
$164
51%
upside
12 analyst ratings
3 positive
25%
9 neutral
75%
0 negative
0%
Wells Fargo Deepa Raghavan 0 / 0 met price target | 1%upside $110 | Equal-Weight Maintained | 9 Apr 2025 |
Citizens Capital Markets Aaron Hecht 39% 1-year accuracy 20 / 51 met price target | 38%upside $150 | Market Outperform Maintained | 31 Mar 2025 |
Goldman Sachs Susan Maklari 23% 1-year accuracy 6 / 26 met price target | 10%upside $120 | Neutral Maintained | 25 Mar 2025 |
Keefe, Bruyette & Woods Jade Rahmani 45% 1-year accuracy 17 / 38 met price target | 18%upside $128 | Market Perform Maintained | 25 Mar 2025 |
UBS John Lovallo 4% 1-year accuracy 1 / 28 met price target | 51%upside $164 | Buy Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 12 articles about LEN published over the past 30 days
Neutral
Zacks Investment Research
2 hours ago
Lennar (LEN) Rises Higher Than Market: Key Facts
In the latest trading session, Lennar (LEN) closed at $108.61, marking a +0.96% move from the previous day.
Positive
CNBC
1 day ago
Why Lennar is betting on a startup building backup batteries for Texas homes
Lennar, one of the nation's largest homebuilders, is using Base Power on its new homes in Texas. Base Power is a hardware company and a virtual power plant.
Positive
Seeking Alpha
3 days ago
Warren Buffett's April DiviDogs Tag One Buy In 15 'Safer'
Berkshire Hathaway's Q4 additions include Constellation Brands, while increasing stakes in Occidental Petroleum, Domino's Pizza, and Pool, reflecting Buffett's strategic growth and value investments. Top Berkshire dividend stocks like Kraft Heinz, Sirius XM, and Ally Financial offer attractive yields, meeting the dogcatcher ideal of dividends exceeding share prices. Analysts forecast significant gains for Berkshire's top-yielding stocks, with Ally Financial leading potential returns, highlighting the value in underpriced, high-yield investments.
Neutral
Zacks Investment Research
6 days ago
Lennar (LEN) Ascends But Remains Behind Market: Some Facts to Note
Lennar (LEN) concluded the recent trading session at $109.22, signifying a +1.53% move from its prior day's close.
Neutral
Yahoo Finance
6 days ago
What new and exiting home sales signal about the state of the housing market
Rising material costs are pressuring homebuilders this spring, with many suppliers hiking prices. Katie Hubbard, executive vice president of capital markets at Walton Global, joins Wealth to explain how builders are holding consumer prices steady to maintain the current volume of first-time buyers, even as margins shrink.
Positive
Schwab Network
1 week ago
Luxury Real Estate Booms Amid Market Turmoil
Despite recent interest rate hikes and market volatility, luxury real estate sales in New York City are defying expectations. Dolly Lenz and Jenny Lenz attribute this surge to buyers seeking stability outside of the stock market and a desire to return to pre-pandemic normalcy.
Negative
Market Watch
1 week ago
Builders hit the brakes on home construction as tariffs and weak demand weigh on sales
The numbers: Construction of new homes fell 11.4% in March, as builders pulled back in the face of high interest rates and waning home-buying sentiment.
Neutral
PRNewsWire
3 weeks ago
Lennar Corporation Declares Quarterly Dividends
MIAMI , April 9, 2025 /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 May 7, 2025 to holders of record at the close of business on April 23, 2025. About Lennar Lennar Corporation, founded in 1954, is one of the nation's leading builders of quality homes for all generations.
Positive
Zacks Investment Research
3 weeks ago
Tariff Exemptions Lift Homebuilding Stocks: DHI, DFH, NVR, LEN, PHM Gains
Homebuilding stocks got a much-needed boost after President Trump left Canadian lumber out of sweeping new tariffs. Here's what it means for housing investors.
Positive
Seeking Alpha
3 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (April 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. The market is volatile with economic uncertainties, but investing consistently in solid dividend-paying stocks with reasonable valuations is a good idea. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.
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