Resumen de las cotizaciones máximas, mínimas y variaciones del Lennar
Precios históricos de las acciones
Precio actual de la acción	US$88.18
Máximo en las últimas 52 semanas	US$144.24
Mínimo de 52 semanas	US$79.83
Beta	1.4
Cambio en 1 mes	4.64%
Variación en 3 meses	2.70%
Cambio de 1 año	-26.84%
Variación en 3 años	-28.81%
Variación en 5 años	-18.92%
Variación desde la OPV	7,209.19%

Noticias y actualizaciones recientes

Actualización de narrativa • Aug 05

LEN: Land Banking Costs Will Continue To Erode Margins And Returns

For Lennar, the analyst price target has shifted lower in line with a reduced fair value estimate from $74 to $67, as analysts factor in softer revenue growth assumptions, pressure on profit margins, and recent cuts to earnings estimates, even though projected future P/E multiples are moving modestly higher. Analyst Commentary Recent Street research on Lennar highlights a clear tilt toward caution.

Actualización de narrativa • Jul 22

LEN: Asset Light Land Approach Will Support Margins Through Housing Recovery

Lennar's updated analyst price target edges lower to $114.14 from $116.82 as analysts factor in slightly higher discount rates, modest tweaks to profit margin expectations, and a higher assumed future P/E multiple following recent research that has broadly trimmed targets on the stock. Analyst Commentary Recent Street research on Lennar presents a mixed picture, with several firms trimming price targets and leaning cautious on margins, incentives, and exposure to entry-level buyers.

Actualización de narrativa • Jul 07

LEN: Asset Light Land Strategy Will Support Future Margin Recovery

Lennar's updated analyst price target reflects a reset from $153.41 to $116.82, as analysts factor in pressure on margins from land banking costs, reduced long term gross margin assumptions, and more cautious delivery and earnings estimates following recent guidance and Q2 results. Analyst Commentary Recent research on Lennar shows a mix of cautious and supportive views, with many firms recalibrating price targets and earnings estimates after updated guidance and Q2 results.

Seeking Alpha • Jul 07

Lennar: Incentives Are Finally Better, But Demand Still Needs Work (Rating Upgrade)

Summary Lennar Corporation is upgraded to Hold as incentives decline and gross margin stabilizes, though demand remains weak. LEN's inventory management and construction cost reductions support margin improvement, but order growth is still lacking. The asset-light land strategy enhances balance-sheet flexibility and reduces downside risk but does not solve current demand challenges. At ~14.3x NTM PE, LEN is not expensive versus peers, yet valuation upside is capped without clear order recovery. Read the full article on Seeking Alpha

Recent updates

Actualización de narrativa • Aug 05

LEN: Land Banking Costs Will Continue To Erode Margins And Returns

Actualización de narrativa • Jul 22

LEN: Asset Light Land Approach Will Support Margins Through Housing Recovery

Actualización de narrativa • Jul 07

LEN: Asset Light Land Strategy Will Support Future Margin Recovery

Seeking Alpha • Jul 07

Lennar: Incentives Are Finally Better, But Demand Still Needs Work (Rating Upgrade)

Actualización de narrativa • Jun 23

LEN: Asset Light Land Shift And Margin Pressures Will Shape Future Risk

Analysts have trimmed their fair value estimate for Lennar to about $88.54 per share, down from $91.50, as a series of price target cuts, driven by concerns around land banking costs, margin pressure, and softer delivery expectations, have weighed more heavily than isolated target increases. Analyst Commentary Recent research on Lennar reflects a split view, with some on Wall Street focusing on balance sheet strength and long term housing demand, while others emphasize pressure on margins, land banking costs, and delivery guidance.

Artículo de análisis • Jun 22

Lennar (LEN) Stock Could Be 1.9% Undervalued After Weaker Earnings

Lennar (LEN) is in focus after its latest quarterly earnings showed lower sales, revenue, and net income compared with a year earlier, which is shaping how investors assess the homebuilder’s stock. See our latest analysis for Lennar. Despite the earnings weakness, Lennar’s 1 day share price return of 3.76% to about $89.73 contrasts with a year to date share price decline of 13.9% and a 1 year total shareholder return that is down 14.12%. This suggests recent momentum is improving from a...

Actualización de narrativa • Jun 07

LEN: Supply Efficiencies And Land Light Shift Will Shape Margins And Risk

Lennar's analyst price target has been revised lower to $91.50 from $101.57 as analysts temper fair value, growth, and margin assumptions in response to a wave of reduced targets and cautious commentary on demand, earnings, and relative valuation. Analyst Commentary Recent research on Lennar clusters around a cautious reset of expectations, with analysts revising models after the latest quarterly results and guidance.

Actualización de narrativa • May 23

LEN: Expensive Land Banking Will Pressure Margins And Returns For Years

Analysts have trimmed their average price targets on Lennar by single digits in recent research, generally citing weaker expected homebuilding deliveries, softer financial services earnings, and concerns that the stock's valuation looks stretched compared with peers despite modest tweaks to long term margin and P/E assumptions. Analyst Commentary Recent research on Lennar has tilted cautious, with several bearish analysts trimming price targets and, in some cases, cutting ratings after the latest quarterly results and guidance updates.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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).

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Rentabilidad de los accionistas

	LEN	US Consumer Durables	Mercado US
7D	3.5%	3.8%	2.7%
1Y	-26.8%	1.3%	20.9%

Rentabilidad vs. Industria: Los resultados de LEN fueron inferiores a los de la industria US Consumer Durables, que obtuvo un rendimiento del 1.3% el año pasado.

Rentabilidad vs. Mercado: LEN obtuvo unos resultados inferiores a los del mercado US, que fueron del 20.9% el año pasado.

Volatilidad de los precios

Is LEN's price volatile compared to industry and market?
LEN volatility
LEN Average Weekly Movement	5.4%
Consumer Durables Industry Average Movement	6.6%
Market Average Movement	7.2%
10% most volatile stocks in US Market	16.2%
10% least volatile stocks in US Market	3.1%

Precio estable de las acciones: LEN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de LEN (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

Fundada	Empleados	CEO	Página web
1954	12,532	Stuart Miller	www.lennar.com

Lennar Corporation, junto con sus filiales, opera como constructora de viviendas principalmente bajo la marca Lennar en Estados Unidos. Opera a través de los segmentos Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily y Lennar Other. Las operaciones de construcción de viviendas de la empresa incluyen la construcción y venta de viviendas unifamiliares adosadas y aisladas, así como la compra, desarrollo y venta de terrenos residenciales; y el desarrollo, construcción y gestión de propiedades multifamiliares de alquiler.

Resumen de fundamentos de Lennar Corporation

¿Cómo se comparan los beneficios e ingresos de Lennar con su capitalización de mercado?
Estadísticas fundamentales de LEN
Capitalización bursátil	US$21.19b
Beneficios(TTM)	US$1.60b
Ingresos (TTM)	US$32.74b

13.3x

Ratio precio-beneficio (PE)

0.6x

Ratio precio-ventas (PS)

¿Está LEN sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de LEN
Ingresos	US$32.74b
Coste de los ingresos	US$26.81b
Beneficio bruto	US$5.36b
Otros gastos	US$3.76b
Beneficios	US$1.60b

Últimos beneficios comunicados

May 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)	6.64
Margen bruto	16.36%
Margen de beneficio neto	4.88%
Ratio deuda/patrimonio	27.6%

¿Cómo se ha desempeñado LEN a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.3%

Rentabilidad actual por dividendo

31%

Ratio de pagos

Análisis de la empresa y estado de los datos financieros

Datos	Última actualización (huso horario UTC)
Análisis de la empresa	2026/08/10 06:42
Precio de las acciones al final del día	2026/08/07 00:00
Beneficios	2026/05/31
Ingresos anuales	2025/11/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

Paquete	Datos	Marco temporal	Ejemplo Fuente EE.UU. ^*
Finanzas de la empresa	10 años	Cuenta de resultados Estado de tesorería Balance	Formulario SEC 10-K Formulario SEC 10-Q
Estimaciones del consenso de analistas	+3 años	Previsiones financieras Objetivos de precios de los analistas	Informes de análisis Blue Matrix
Precios de mercado	30 años	Precios de las acciones Dividendos, escisiones y acciones	Datos de mercado ICE Formulario S-1 de la SEC
Propiedad	10 años	Accionistas principales Información privilegiada	Formulario SEC 4 Formulario SEC 13D
Gestión	10 años	Equipo directivo Consejo de Administración	Formulario SEC 10-K Formulario SEC DEF 14A
Principales avances	10 años	Anuncios de empresas	Formulario SEC 8-K

^* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Lennar Corporation está cubierta por 32 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

Analista	Institución
Christopher Graja	Argus Research Company
Stephen Kim	Barclays
Matthew Bouley	Barclays

Lennar (LEN) Resumen de Acciones

Recompensas

Análisis de riesgos

Analyst Price Targets

LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead

High US Mortgage Rates Will Squeeze Housing Demand And Margins

Asset-light Model And Rausch Coleman Homes Deal Will Improve Efficiency

Top Community Narratives

The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth

Top Community Narratives

The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth

Top Analyst Narratives

LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead

High US Mortgage Rates Will Squeeze Housing Demand And Margins

Asset-light Model And Rausch Coleman Homes Deal Will Improve Efficiency

Competidores de Lennar Corporation

PulteGroup

NVR

Toll Brothers

D.R. Horton

Historial de precios y rendimiento

Noticias y actualizaciones recientes

Lennar Debuts Sutton And Hollis Two New Home Collections At Valencia In The Santa Clarita Valley

LEN: Land Banking Costs Will Continue To Erode Margins And Returns

LEN: Asset Light Land Approach Will Support Margins Through Housing Recovery

Lennar Announces The Towns At West End, A Boutique Townhome Community In Historic Lancaster City

LEN: Asset Light Land Strategy Will Support Future Margin Recovery

Lennar: Incentives Are Finally Better, But Demand Still Needs Work (Rating Upgrade)

Recent updates

Lennar Debuts Sutton And Hollis Two New Home Collections At Valencia In The Santa Clarita Valley

LEN: Land Banking Costs Will Continue To Erode Margins And Returns

LEN: Asset Light Land Approach Will Support Margins Through Housing Recovery

Lennar Announces The Towns At West End, A Boutique Townhome Community In Historic Lancaster City

LEN: Asset Light Land Strategy Will Support Future Margin Recovery

Lennar: Incentives Are Finally Better, But Demand Still Needs Work (Rating Upgrade)

Lennar Corporation(NYSE:LEN) dropped from Russell 1000 Value-Defensive Index

Second quarter dividend of US$0.50 announced

Lennar Corporation Declares Quarterly Dividends for Both Class A and Class B Common Stock, Payable on July 24, 2026

LEN: Asset Light Land Shift And Margin Pressures Will Shape Future Risk

Lennar to Cut Owned Homesites to 2% as Asset-Light Model Takes Shape

Lennar (LEN) Stock Could Be 1.9% Undervalued After Weaker Earnings

Lennar Q2 Profitability Holds Steady as Revenue Falls and Full Year Delivery Target Is Reduced

Second quarter 2026 earnings: EPS in line with expectations, revenues disappoint

LEN: Supply Efficiencies And Land Light Shift Will Shape Margins And Risk

Lennar Corporation Announces Executive Appointments, Effective June 5, 2026

Lennar Announces Grand Opening of Model Homes At Tuxedo Reserve

Lennar Faces Pressure as Market Eyes Housing Valuations and Earnings Reset

Lennar Corporation to Report Q2, 2026 Results on Jun 11, 2026

LEN: Expensive Land Banking Will Pressure Margins And Returns For Years

Lennar Corporation Debuts Vinova Luxury Community in Rancho Cucamonga

LEN: Costly Land Banking Will Drive Weaker Margins And Returns Ahead

Lennar Corporation Debuts 121 West, Central Oregon's Newest Duplex and Townhome Community

Lennar Debuts Two New Home Collections At Harvest At Limoneira, an Amenity-Rich Master-Planned Community in Santa Paula

LEN: Expensive Land Banking Will Keep Margins And Returns Under Pressure

First quarter dividend of US$0.50 announced

Lennar Corporation Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on May 6, 2026

Lennar Corporation Announces Three New Townhome Communities in Southwest Florida

LEN: Supply Efficiencies And Incentive Rollback Will Support Margins Despite Antitrust Overhang

LEN: Costly Land Banking And Incentive Needs Will Pressure Future Returns

First quarter 2026 earnings: EPS and revenues miss analyst expectations

Lennar Corporation Provides Operating Guidance for the Second Quarter of 2026

Lennar Corporation Debuts Deer Creek Community in Lincoln, Al

LEN: Mortgage Trends And Margin Recalibration Will Balance Affordability And Antitrust Risks

Lennar Corporation, Annual General Meeting, Apr 08, 2026

Now 21% overvalued

LEN: Incentive Driven Margin Pressure And Antitrust Risks Will Constrain Future Returns

LEN: Housing Incentives Will Pressure Margins Yet Support Long Term Earnings Power

Full year 2025 earnings: EPS misses analyst expectations

Dividend of US$0.50 announced

Lennar Corporation Declares Quarterly Dividend, Payable on February 19, 2026

LEN: Prolonged Margin Pressure From Incentives Will Weigh On Future Returns

Investor sentiment improves as stock rises 16%

Now 21% overvalued

TPG Real Estate acquired an unknown majority stake in Quarterra Services LLC from Lennar Corporation (NYSE:LEN).

LEN: Rising Discount Rate Will Pressure Margins And Future Share Returns

Consensus EPS estimates fall by 22%

Price target decreased by 8.8% to US$116

Full year 2025 earnings: EPS misses analyst expectations

Now 21% undervalued after recent price drop

LEN: Mortgage Trends And Margin Recalibration Will Shape Homebuilding Cycle Ahead