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 7,312 funds
0
Analysts bullish %
of 8 analysts
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]
1.07% more ownership
Funds ownership: 92.3% [Q4 2024] → 93.38% (+1.07%) [Q1 2025]
7% more repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 335
6% less funds holding
Funds holding: 997 [Q4 2024] → 940 (-57) [Q1 2025]
17% less capital invested
Capital invested by funds: $30.1B [Q4 2024] → $24.9B (-$5.17B) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 131 | Existing positions closed: 166
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$95
17%
downside
Avg. target
$117
2%
upside
High target
$146
28%
upside
8 analyst ratings
2 positive
25%
6 neutral
75%
0 negative
0%
Keefe, Bruyette & Woods Jade Rahmani | 0%upside $114 | Market Perform Maintained | 20 Jun 2025 |
JMP Securities Aaron Hecht | 14%upside $130 | Market Outperform Maintained | 20 Jun 2025 |
Wedbush Laura Chico | 14%upside $130 | Neutral Reiterated | 18 Jun 2025 |
Evercore ISI Group Stephen Kim | 0%upside $114 | In-Line Maintained | 18 Jun 2025 |
RBC Capital Mike Dahl | 14%downside $98 | Sector Perform Maintained | 18 Jun 2025 |
Financial journalist opinion
Based on 33 articles about LEN published over the past 30 days
Negative
Barrons
13 hours ago
Trump's Tariff Threats Hit Builder Stocks. The Housing Market Has Bigger Problems.
High home prices and high mortgage rates means that homeownership is out of reach for many Americans.
Positive
Seeking Alpha
1 day ago
Opportunities Following The End Of The Worst Seasonal Trade For Home Builders
Home builders suffered historic underperformance versus the S&P 500, but recent technical breakouts signal a potential bearish-to-bullish reversal for ITB. Falling mortgage rates and improving technicals support a tactical rebound in homebuilder stocks, with ITB and select names like TMHC and LEN showing upside potential. TMHC's breakout above its 200DMA, LEN's basing pattern, and CCS's reversal offer attractive entry points, though LEN is treated as a shorter-term trade due to weaker fundamentals.
Neutral
PRNewsWire
1 day ago
Lennar Celebrates the Grand Opening of Seaton Creek Amenity Center
JACKSONVILLE, Fla. , July 10, 2025 /PRNewswire/ -- Lennar, one of the nation's leading homebuilders, today announced the grand opening of the new amenity center at Seaton Creek, a master-planned community of single-family homes.
Positive
Forbes
1 day ago
Is Lennar Stock A Bargain At $110?
Lennar (NYSE: LEN), one of the largest homebuilders in the U.S., has decreased by 13% year-to-date, lagging behind the S&P 500's 6% increase. At a glance, the stock appears to be a good deal, trading at only 0.8x sales and 9.2x earnings, significantly lower than the average of the index.
Positive
Schwab Network
2 days ago
"It's Still a Good Time to Buy" Real Estate, Rates Staying 6%-7%
Erin Sykes says that it's a buyer's market right now for housing, and people on the sidelines are getting ready to purchase in the coming months. She looks at down payment amounts and which areas are seeing the strongest demand.
Positive
Seeking Alpha
6 days ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (July 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. 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. In addition to the primary list that yields 4.3%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Neutral
PRNewsWire
1 week ago
Quarterra Group Announces Leasing at Emblem Mill Road Apartments
324-home community offers attainable, e levated living in Suburban Atlanta ATLANTA , July 1, 2025 /PRNewswire/ -- Quarterra Group, a subsidiary of Lennar Corporation and a real estate investment and development firm, today announced the start of leasing at Emblem Mill Road, an attainably priced community located in McDonough, Georgia, southeast of Atlanta. The management of Emblem Mill Road will fall under the recent merger agreement between Quarterra Living, the property management division of Quarterra Group and RKW Residential, the property management arm for Alfred.
Neutral
Benzinga
2 weeks ago
Lennar Stock Outlook: Prolonged Consolidation Seen Ahead; Hedging Will Be Key
Lennar Corporation LEN is currently in Phase 18, the final phase of its 18-phase Adhishthana Cycle. While the stock has shown remarkable structural alignment with the Adhishthana Principles in prior phases, the framework now points toward a prolonged period of consolidation.
Neutral
PRNewsWire
2 weeks ago
Quarterra Group Announces Start of Leasing at Artemas Apartments
Community to Offer 396 Apartment Homes in the Boston Suburb of Everett EVERETT, Mass. , June 26, 2025 /PRNewswire/ -- Quarterra Group , a subsidiary of Lennar Corporation and a real estate investment and development firm, today announced the start of leasing at Artemas , a mid-rise apartment community in Everett, Massachusetts, just four miles north of Downtown Boston.
Negative
CNBC
2 weeks ago
Sales of new homes tanked in May, pushing supply up to a 3-year high
Sales of new single-family homes dropped 13.7% in May compared with April, according to the U.S. Census. Home builders who reported quarterly earnings recently noted high rates cutting into affordability.
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