Lennar Corporation

Report azionario NYSE:LEN

Capitalizzazione di mercato: US$19.2b

Lennar Crescita futura

Criteri Future verificati 1/6

Lennar prevede che gli utili e i ricavi cresceranno rispettivamente di 15% e 6.7% all'anno. Si prevede che l'EPS crescerà di 18% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.4% in 3 anni.

Informazioni chiave

15.0%

Tasso di crescita degli utili

18.04%

Tasso di crescita dell'EPS

Consumer Durables crescita degli utili11.1%
Tasso di crescita dei ricavi6.7%
Rendimento futuro del capitale proprio12.43%
Copertura analitica

Good

Ultimo aggiornamento18 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Sep 17

LEN: High Mortgage Rates And Entry-Level Exposure Will Shape Future Returns

Lennar's analyst price target has been revised lower to $83.69 from $86.23 as analysts factor in ongoing margin pressure, elevated mortgage rates near 7% and a more cautious view on future P/E multiples across the homebuilder group. Analyst Commentary Recent research on Lennar points to a mixed setup for the stock, with analysts weighing elevated mortgage rates, incentive spending, and long dated earnings estimates against the company’s scale, balance sheet and ability to profitably deliver affordable homes.
Seeking Alpha • Sep 08

Lennar: Below Book Value Ahead Of Q3 Earnings

Summary Lennar Corporation is trading at a deep discount, 12% below its 200-day SMA and at 0.98x P/B, amid widespread sector downgrades. Despite weaker ROE (7.24%) and ROIC (5.83%) versus D.R. Horton, LEN is seeing substantial institutional accumulation in dark pools near its lows. LEN's low debt/equity ratio (0.29) and 2.28% yield support a patient holding strategy while the market remains bearish. I rate LEN a "Buy," viewing it as a mispriced opportunity with downside risks from margin compression and insider selling. Read the full article on Seeking Alpha
Aggiornamento narrativa • Sep 03

LEN: Land Banking Costs And Entry-Level Exposure Will Shape Future Risk

Lennar's updated analyst price target moves slightly lower to $86.23 as analysts factor in reduced revenue growth assumptions, a lower future P/E near 9.3x, and ongoing concerns around land banking costs and entry-level exposure, despite a stronger profit margin outlook. Analyst Commentary Recent Street research on Lennar shows a wide range of opinions, with most analysts trimming price targets but disagreeing on how attractive the stock looks at current levels.
Aggiornamento narrativa • Aug 19

LEN: Asset Light Land Strategy Will Support Margins Through Mixed Housing Cycle

Analysts have reduced the Lennar fair value estimate from $114.14 to $111.62 as lower price targets across several firms and slightly higher perceived risk are only partly offset by firmer margin assumptions and a modestly lower future P/E. Analyst Commentary Recent Street research on Lennar points to a mixed but informative backdrop for investors, with several firms adjusting price targets and ratings around updated earnings models, margin expectations, and exposure to different buyer segments.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.

Previsioni di crescita degli utili e dei ricavi

NYSE:LEN - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
11/30/202835,3231,567N/AN/A5
11/30/202732,7351,273779N/A8
11/30/202631,5351,188N/AN/A7
8/31/202631,9731,288N/AN/AN/A
5/31/202632,7371,599717883N/A
2/28/202633,1751,770-9072N/A
11/30/202534,1872,05828217N/A
8/31/202534,7662,658-713-568N/A
5/31/202535,3723,224279410N/A
2/28/202535,7603,6961,5921,746N/A
11/30/202435,4413,8942,2322,403N/A
8/31/202436,4634,1543,8424,018N/A
5/31/202435,7764,0983,9704,151N/A
2/29/202435,0564,0124,4024,569N/A
11/30/202334,2333,8905,0805,180N/A
8/31/202333,4403,8535,2215,305N/A
5/31/202333,6444,2084,7744,852N/A
2/28/202333,9584,6544,2594,316N/A
11/30/202233,6714,5623,2083,266N/A
8/31/202231,9304,4311,7191,772N/A
5/31/202229,9374,3701,8161,867N/A
2/28/202228,0093,8862,0132,075N/A
11/30/202127,1314,3772,4682,533N/A
8/31/202125,5234,0722,5362,606N/A
5/31/202124,4523,3413,5273,598N/A
2/28/202123,3093,0324,1304,193N/A
11/30/202022,4892,4374,1184,191N/A
8/31/202022,6342,2324,0214,081N/A
5/31/202022,6212,082N/A3,223N/A
2/29/202022,8971,989N/A2,390N/A
11/30/201922,2601,833N/A1,482N/A
8/31/201921,7471,954N/A1,264N/A
5/31/201921,5631,895N/A1,242N/A
2/28/201921,4591,784N/A1,323N/A
11/30/201820,5721,681N/A1,692N/A
8/31/201817,8981,198N/A1,396N/A
5/31/201815,487996N/A1,176N/A
2/28/201813,290900N/A762N/A
11/30/201712,646803N/A982N/A
8/31/201712,237806N/A839N/A
5/31/201711,810793N/A523N/A
2/28/201711,294798N/A803N/A
11/30/201610,950903N/A508N/A
8/31/201610,519871N/A666N/A
5/31/201610,177858N/A400N/A
2/29/20169,824823N/A95N/A
11/30/20159,474794N/A-420N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di LEN ( 15% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di LEN ( 15% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di LEN cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di LEN ( 6.7% all'anno) crescerà più lentamente rispetto al mercato US ( 13.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di LEN ( 6.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di LEN sarà basso tra 3 anni ( 12.4 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/18 15:23
Prezzo dell'azione a fine giornata2026/09/18 00:00
Utili2026/08/31
Utili annuali2025/11/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lennar Corporation è coperta da 33 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christopher GrajaArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays