Lennar Management
Management Kriterienprüfungen 3/4
Lennar CEO ist Stuart Miller , ernannt in Dec 2025, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt $29.53M , bestehend aus 3.4% Gehalt und 96.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 9.8% der Aktien des Unternehmens, im Wert von $2.13B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.7 Jahre bzw. 12.9 Jahre.
Wichtige Informationen
Stuart Miller
Geschäftsführender
US$29.5m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 3.39% |
| Amtszeit als Geschäftsführer | less than a year |
| Eigentum des Geschäftsführers | 9.8% |
| Durchschnittliche Amtszeit des Managements | 3.7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 12.9yrs |
Jüngste Management Updates
Recent updates
Analyse-Update • Apr 28
LEN: Costly Land Banking Will Drive Weaker Margins And Returns Ahead
Analysts have trimmed Lennar's price targets across the Street, often into a $77 to $110 range, citing softer earnings expectations, margin and land banking pressures, and a view that the valuation looks stretched relative to peers. Analyst Commentary Recent research notes point to a clear reset in expectations, with many bearish analysts cutting price targets into a tighter band and leaning on Underperform, Sell, or Hold stances.Seeking Alpha • Apr 27
Lennar: Foundations Remain Solid, But Market Risks, Valuation Flag Caution
Summary Lennar Corporation faces persistent macroeconomic volatility, with housing market weakness driving a 13.3% YoY revenue decline in Q1 2026. I now downgrade LEN from buy to hold, citing limited rebound potential and valuation that reflects declining earnings and continued price weakness. LEN's strategic diversification in resilient markets like Texas and Florida, plus robust liquidity and low leverage, provide risk mitigation but not growth catalysts. Technical indicators and weak fundamentals suggest the downtrend may persist, with no clear signs of reversal or near-term recovery. Read the full article on Seeking AlphaAnalyse-Update • Apr 14
LEN: Expensive Land Banking Will Keep Margins And Returns Under Pressure
Analysts have trimmed Lennar's fair value estimate to $74 from $80. This reflects a cluster of recent price target cuts that cite softer revenue growth assumptions, modestly lower margin expectations, a slightly higher discount rate, and concerns about valuation relative to peers, as well as ongoing demand and land banking risks.
Analyse-Update • Mar 30
LEN: Supply Efficiencies And Incentive Rollback Will Support Margins Despite Antitrust Overhang
Analysts have reduced Lennar's fair value estimate from $108.62 to $101.57. This reflects updated price targets that balance expectations for slightly higher revenue growth and a higher future P/E with softer profit margin assumptions, ongoing concerns around land banking costs, and a series of reduced Street targets across banks.Analyse-Update • Mar 16
LEN: Costly Land Banking And Incentive Needs Will Pressure Future Returns
Analyst price targets for Lennar have generally moved lower, with cuts ranging from about $1 to $15 to reflect updated models after Q1 results, softer expected deliveries and financial services income, ongoing concerns about land banking costs, and persistent demand and affordability headwinds. Analyst Commentary Recent research has tilted more cautious, with several bearish analysts trimming price targets after the Q1 update and related guidance.Analyse-Update • Mar 02
LEN: Mortgage Trends And Margin Recalibration Will Balance Affordability And Antitrust Risks
Analysts have revised their fair value estimate for Lennar from $127.13 to $108.62. This reflects a mix of higher price targets from some firms and reduced expectations from others, as they weigh pressure on gross margins, housing affordability concerns, and the pace of inventory clearance into 2026.Analyse-Update • Feb 16
LEN: Incentive Driven Margin Pressure And Antitrust Risks Will Constrain Future Returns
Analysts have adjusted Lennar's price targets in a relatively tight range, with recent moves from $88 to $125 reflecting mixed views around near term housing demand, incentives and margins, as well as potential impacts from inventory clearance and management changes. Analyst Commentary Recent research points to a more cautious stance on Lennar, with several bearish analysts flagging risks around margins, inventory clearance, and housing affordability, even as Goldman Sachs lifted its price target slightly to $125 and kept a Neutral rating.
Analyse-Update • Feb 02
LEN: Housing Incentives Will Pressure Margins Yet Support Long Term Earnings Power
Analysts have trimmed their fair value estimate for Lennar from about US$159 to roughly US$153. This reflects a mix of lower expected profit margins, a slightly higher discount rate, and recent Street research pointing to slower housing activity, cautious 2026 demand visibility, and potential pressure on gross margins as incentives rise and inventory is cleared.Analyse-Update • Jan 19
LEN: Prolonged Margin Pressure From Incentives Will Weigh On Future Returns
The analyst price target for Lennar has shifted as recent research combined a higher US$125 target with several lower targets, reflecting differing views on how slower housing activity, margin pressure, inventory clearance and management changes may affect the stock's risk and reward profile. Analyst Commentary Recent research on Lennar reflects a mixed backdrop, with one major bank lifting its price target while several bearish analysts cut targets or downgraded the stock.Analyse-Update • Jan 05
LEN: Rising Discount Rate Will Pressure Margins And Future Share Returns
Analysts have reduced their price target for Lennar from 95 dollars to 80 dollars, reflecting expectations for slightly higher discount rates and weaker profit margins, despite marginally stronger revenue growth assumptions and a modest uptick in the future earnings multiple. What's in the News Lennar completed its multiyear share repurchase program, retiring 63,185,859 shares, or 22.12% of shares outstanding, for a total of about 7.37 billion dollars under the buyback launched in January 2021 (company filing).Analyse-Update • Dec 14
LEN: Mortgage Trends And Margin Recalibration Will Shape Homebuilding Cycle Ahead
The analyst price target for Lennar has been modestly reduced by analysts, with a slightly lower fair value of about $127.13 reflecting tempered expectations for revenue growth, profit margins, and near term industry headwinds, despite some support from sector multiple expansion and easing mortgage rates. Analyst Commentary Street research on Lennar following its fiscal Q3 results reflects a wide dispersion in price targets and a generally balanced stance, with most firms maintaining Neutral or equivalent ratings despite significant target revisions.Analyse-Update • Nov 30
LEN: Mixed Earnings And Mortgage Rate Direction Will Influence Sector Recovery Ahead
Analysts slightly adjusted their price targets for Lennar, with changes reflecting recent mixed quarterly results, ongoing margin pressures, and evolving expectations for sector multiples and mortgage rates. Analyst Commentary Recent analyst revisions to Lennar's price target reflect a range of outlooks tied to the company's current performance, outlook, and sector positioning.Analyse-Update • Nov 16
LEN: Housing Demand And Mortgage Rates Will Shape The Path Forward
Analysts have modestly raised their price targets for Lennar, citing broader sector multiple expansion and potential benefits from improved mortgage rates. Despite recent earnings challenges, the average target has increased by several dollars per share.Analyse-Update • Nov 01
LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead
Lennar's analyst price target experienced mixed adjustments recently, with targets ranging from a reduction to $92 to increases as high as $161. Analysts weighed Q3 earnings misses, sector multiple expansion, and shifting market conditions to justify their updated views.Analyse-Update • Oct 18
Asset Light Model And Rausch Coleman Acquisition Will Build Success
Lennar’s analyst price target has been modestly lowered by $1.57 to $127.50. Analysts cite a softer market backdrop, evolving industry valuations, and ongoing pressure on margins as key factors behind the revised outlook.Analyse-Update • Oct 04
Asset Light Model And Rausch Coleman Acquisition Will Build Success
Analysts have modestly raised their price target on Lennar, increasing fair value by about $3.64 per share to $129.07. Recent research highlights improving sector multiples and potential benefits from easing mortgage rates, despite ongoing margin and delivery challenges.Analyse-Update • Sep 19
Asset Light Model And Rausch Coleman Acquisition Will Build Success
Lennar’s consensus price target was modestly increased to $125.43 as analysts cited improved sentiment driven by potential rate cuts, sector-wide valuation upgrades, and increased investor focus, reflecting only a slight upward revision to its fair value. Analyst Commentary Bullish analysts cite investor optimism on the potential for lower interest rates.Analyse-Update • Sep 04
Asset Light Model And Rausch Coleman Acquisition Will Build Success
Analysts are divided on Lennar, with bulls citing sector optimism from potential rate cuts and increased investor interest, while bears point to margin pressures, weak recent results, and affordability headwinds, resulting in the consensus price target holding steady at $124.00. Analyst Commentary Bullish analysts are raising valuation multiples across the homebuilding sector following a re-rating as investors price in forward optimism about lower interest rates.Analyseartikel • Jun 23
Lennar (NYSE:LEN) Has Affirmed Its Dividend Of $0.50
Lennar Corporation ( NYSE:LEN ) has announced that it will pay a dividend of $0.50 per share on the 18th of July. This...Analyseartikel • Jun 16
Is Now An Opportune Moment To Examine Lennar Corporation (NYSE:LEN)?
Lennar Corporation ( NYSE:LEN ) received a lot of attention from a substantial price movement on the NYSE over the last...Analyseartikel • May 26
Improved Earnings Required Before Lennar Corporation (NYSE:LEN) Shares Find Their Feet
Lennar Corporation's ( NYSE:LEN ) price-to-earnings (or "P/E") ratio of 7.5x might make it look like a strong buy right...Seeking Alpha • Mar 26
Lennar: Rating Downgrade As Various Indicators Point To Poor Earnings Outlook In 2025
Summary 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. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Lennar Q1 Earnings Preview: Caution About The Outlook Is Merited
Summary Lennar shares have declined 22% over the past year due to housing market slowdown fears, with Q1 results expected to be soft, especially in orders. Analysts forecast a significant earnings ramp for 2025, but high mortgage rates and potential tariffs pose risks to margins and demand. Florida's weak housing market, particularly in Southwest Florida, and Lennar's recent acquisition of Rausch Coleman add further uncertainty to the outlook. While Q1 guidance seems attainable, full-year targets face risks, making LEN stock a hold with a cautious outlook on H2 performance. While LEN.B has more voting power, its lack of liquidity can be a source of underperformance in a weak market environment. Read the full article on Seeking AlphaNeue Analyse • Jan 19
The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth
1y Price Target: $149.57, a 13.7% increase from 131.58, 10.5% below analysts’ 23.3% consensus because I believe earnings will grow from 2024’s $3.9B to $4B, with a slightly elevated PE ratio from todaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Feb 28 2026 | n/a | n/a | US$2b |
| Nov 30 2025 | US$30m | US$1m | US$2b |
| Aug 31 2025 | n/a | n/a | US$3b |
| May 31 2025 | n/a | n/a | US$3b |
| Feb 28 2025 | n/a | n/a | US$4b |
| Nov 30 2024 | US$30m | US$1m | US$4b |
| Aug 31 2024 | n/a | n/a | US$4b |
| May 31 2024 | n/a | n/a | US$4b |
| Feb 29 2024 | n/a | n/a | US$4b |
| Nov 30 2023 | US$34m | US$1m | US$4b |
| Aug 31 2023 | n/a | n/a | US$4b |
| May 31 2023 | n/a | n/a | US$4b |
| Feb 28 2023 | n/a | n/a | US$5b |
| Nov 30 2022 | US$35m | US$1m | US$5b |
| Aug 31 2022 | n/a | n/a | US$4b |
| May 31 2022 | n/a | n/a | US$4b |
| Feb 28 2022 | n/a | n/a | US$4b |
| Nov 30 2021 | US$39m | US$1m | US$4b |
| Aug 31 2021 | n/a | n/a | US$4b |
| May 31 2021 | n/a | n/a | US$3b |
| Feb 28 2021 | n/a | n/a | US$3b |
| Nov 30 2020 | US$25m | US$1m | US$2b |
| Aug 31 2020 | n/a | n/a | US$2b |
| May 31 2020 | n/a | n/a | US$2b |
| Feb 29 2020 | n/a | n/a | US$2b |
| Nov 30 2019 | US$21m | US$1m | US$2b |
Vergütung im Vergleich zum Markt: StuartDie Gesamtvergütung ($USD29.53M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.79M).
Entschädigung vs. Einkommen: StuartDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Stuart Miller (67 yo)
less than a year
Amtszeit
US$29,527,931
Vergütung
Mr. Stuart A. Miller serves as Executive Chairman at Five Point Holdings, LLC since October 1, 2021. He had been Director at Doma Holdings Inc. since January 2019 until 2024. Mr. Miller serves as Director...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Executive Chairman | less than a year | US$29.53m | 9.8% $ 2.1b | |
| CFO & VP | 8.1yrs | US$8.28m | 0.14% $ 30.2m | |
| Chief Legal Officer & Corporate Secretary | less than a year | US$8.02m | 0.023% $ 4.9m | |
| VP & Controller | 18.3yrs | US$2.27m | 0.022% $ 4.7m | |
| Chief HR Officer | 3.1yrs | keine Daten | keine Daten | |
| President of Pennsylvania & Delaware Markets | 6.6yrs | keine Daten | keine Daten | |
| Regional President | 6.6yrs | keine Daten | keine Daten | |
| Area President of Homebuilding & Land | no data | keine Daten | keine Daten | |
| Area President of Homebuilding & Land | 4.3yrs | keine Daten | keine Daten | |
| Regional President | 3.7yrs | keine Daten | keine Daten | |
| Regional President | 3.7yrs | keine Daten | keine Daten | |
| Regional President | 3.7yrs | keine Daten | keine Daten |
3.7yrs
Durchschnittliche Betriebszugehörigkeit
59.5yo
Durchschnittliches Alter
Erfahrenes Management: LENDas Führungsteam des Unternehmens gilt als erfahren (3.7 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Executive Chairman | 36.1yrs | US$29.53m | 9.8% $ 2.1b | |
| Independent Director | 18.3yrs | US$451.30k | 0.017% $ 3.7m | |
| Independent Director | 20.7yrs | US$433.47k | 0.010% $ 2.3m | |
| Independent Lead Director | 11.3yrs | US$437.68k | 0.0082% $ 1.8m | |
| Independent Director | 5.3yrs | US$299.96k | 0.0060% $ 1.3m | |
| Independent Director | 12.9yrs | US$353.10k | 0.012% $ 2.6m | |
| Independent Director | 15.9yrs | US$397.06k | 0.014% $ 3.1m | |
| Independent Director | 2.7yrs | US$289.96k | 0.0016% $ 347.1k | |
| Independent Director | 2.7yrs | US$299.96k | 0.0016% $ 353.7k |
12.9yrs
Durchschnittliche Betriebszugehörigkeit
67yo
Durchschnittliches Alter
Erfahrener Vorstand: LENDie Vorstandsmitglieder sind sehr erfahren ( 12.9 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/11 11:03 |
| Aktienkurs zum Tagesende | 2026/05/08 00:00 |
| Gewinne | 2026/02/28 |
| Jährliche Einnahmen | 2025/11/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Lennar Corporation wird von 34 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Christopher Graja | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |