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)
2.6% more ownership
Funds ownership: 94.25% [Q1] → 96.84% (+2.6%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 336
1% less capital invested
Capital invested by funds: $25.2B [Q1] → $24.9B (-$285M) [Q2]
3% less funds holding
Funds holding: 951 [Q1] → 924 (-27) [Q2]
12% less first-time investments, than exits
New positions opened: 115 | Existing positions closed: 130
17% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 10 (-2) [Q2]
18% less call options, than puts
Call options by funds: $493M | Put options by funds: $600M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo
Sam Reid
|
$135
|
Equal-Weight
Maintained
|
2 Sep 2025 |
Keefe, Bruyette & Woods
Jade Rahmani
|
$114
|
Market Perform
Maintained
|
20 Jun 2025 |
JMP Securities
Aaron Hecht
|
$130
|
Market Outperform
Maintained
|
20 Jun 2025 |
Wedbush
Laura Chico
|
$130
|
Neutral
Reiterated
|
18 Jun 2025 |
Evercore ISI Group
Stephen Kim
|
$114
|
In-Line
Maintained
|
18 Jun 2025 |
RBC Capital
Mike Dahl
|
$98
|
Sector Perform
Maintained
|
18 Jun 2025 |
B of A Securities
Rafe Jadrosich
|
$105
|
Neutral
Maintained
|
18 Jun 2025 |
Barclays
Matthew Bouley
|
$95
|
Equal-Weight
Maintained
|
18 Jun 2025 |
UBS
John Lovallo
|
$146
|
Buy
Maintained
|
18 Jun 2025 |
Financial journalist opinion
Based on 34 articles about LEN published over the past 30 days