Lennar Gestion
Gestion contrôle des critères 3/4
Le PDG Lennar est Stuart Miller, nommé en Dec2025, a un mandat de moins d'un an. La rémunération annuelle totale est $ 29.53M, composée du salaire de 3.4% et des bonus 96.6%, y compris les actions et options de la société. détient directement 9.75% des actions de la société, d'une valeur de $ 2.13B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.7 ans et 12.9 ans.
Informations clés
Stuart Miller
Directeur général
US$29.5m
Rémunération totale
| Pourcentage du salaire du PDG | 3.39% |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | 9.8% |
| Durée moyenne d'occupation des postes de direction | 3.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 12.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$2b |
Rémunération vs marché: La rémunération totale de Stuart ($USD 29.53M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).
Rémunération et revenus: La rémunération de Stuart a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Stuart Miller (67 yo)
less than a year
Titularisation
US$29,527,931
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman | less than a year | US$29.53m | 9.75% $ 2.1b | |
| CFO & VP | 8.1yrs | US$8.28m | 0.14% $ 30.4m | |
| 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 | pas de données | pas de données | |
| President of Pennsylvania & Delaware Markets | 6.6yrs | pas de données | pas de données | |
| Regional President | 6.6yrs | pas de données | pas de données | |
| Area President of Homebuilding & Land | no data | pas de données | 0.027% $ 5.9m | |
| Area President of Homebuilding & Land | 4.3yrs | pas de données | 0.026% $ 5.6m | |
| Regional President | 3.7yrs | pas de données | pas de données | |
| Regional President | 3.7yrs | pas de données | pas de données | |
| Regional President | 3.7yrs | pas de données | pas de données |
3.7yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de LEN est considérée comme expérimentée (ancienneté moyenne 3.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Executive Chairman | 36.1yrs | US$29.53m | 9.75% $ 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% $ 2.7m | |
| Independent Director | 15.9yrs | US$397.06k | 0.014% $ 3.1m | |
| Independent Director | 2.7yrs | US$289.96k | 0.0016% $ 349.2k | |
| Independent Director | 2.7yrs | US$299.96k | 0.0016% $ 355.7k |
12.9yrs
Durée moyenne de l'emploi
67yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la LEN est chevronné et expérimenté ( 12.9 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 04:42 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/02/28 |
| Revenus annuels | 2025/11/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Lennar Corporation est couverte par 34 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |