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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
2.42% more ownership
Funds ownership: 94.22% [Q1] → 96.64% (+2.42%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 331
1% less capital invested
Capital invested by funds: $25.2B [Q1] → $24.8B (-$330M) [Q2]
4% less funds holding
Funds holding: 948 [Q1] → 913 (-35) [Q2]
12% less first-time investments, than exits
New positions opened: 114 | Existing positions closed: 129
13% less call options, than puts
Call options by funds: $397M | Put options by funds: $455M
17% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 10 (-2) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Keefe, Bruyette & Woods Jade Rahmani | 15%downside $114 | Market Perform Maintained | 20 Jun 2025 |
JMP Securities Aaron Hecht | 4%downside $130 | Market Outperform Maintained | 20 Jun 2025 |
Wedbush Laura Chico | 4%downside $130 | Neutral Reiterated | 18 Jun 2025 |
Evercore ISI Group Stephen Kim | 15%downside $114 | In-Line Maintained | 18 Jun 2025 |
RBC Capital Mike Dahl | 27%downside $98 | Sector Perform Maintained | 18 Jun 2025 |
Financial journalist opinion
Based on 24 articles about LEN published over the past 30 days
