Lennar（LEN）株式概要
レナー・コーポレーションはその子会社とともに、主として米国でレナー・ブランドの下で住宅建設業を営んでいる。 詳細
LEN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$162.49
FV
48.1% 割安 内在価値ディスカウント5.67%
Revenue growth p.a.
3.6k
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Lennar Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$84.27 |
| 52週高値 | US$144.24 |
| 52週安値 | US$81.18 |
| ベータ | 1.39 |
| 1ヶ月の変化 | -6.21% |
| 3ヶ月変化 | -5.28% |
| 1年変化 | -26.05% |
| 3年間の変化 | -36.75% |
| 5年間の変化 | -12.18% |
| IPOからの変化 | 6,885.09% |
最新ニュース
ナラティブの更新 • 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 AlphaRecent updates
ナラティブの更新 • 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
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.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 Alpha株主還元
| LEN | US Consumer Durables | US 市場 | |
|---|---|---|---|
| 7D | -4.5% | -3.8% | 0.6% |
| 1Y | -26.1% | 1.8% | 19.5% |
業界別リターン: LEN過去 1 年間で1.8 % の収益を上げたUS Consumer Durables業界を下回りました。
リターン対市場: LENは、過去 1 年間で19.5 % のリターンを上げたUS市場を下回りました。
価格変動
| LEN volatility | |
|---|---|
| LEN Average Weekly Movement | 5.5% |
| Consumer Durables Industry Average Movement | 6.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: LEN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LENの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1954 | 12,532 | Stuart Miller | www.lennar.com |
レナー・コーポレーションはその子会社とともに、主として米国でレナー・ブランドの下で住宅建設業を営んでいる。ホームビルド・イースト、ホームビルド・セントラル、ホームビルド・サウス・セントラル、ホームビルド・ウェスト、金融サービス、多世帯住宅、レナーその他の各セグメントを通じて事業を展開している。同社の住宅建設事業には、一戸建て住宅の建設・販売、住宅用地の購入・開発・販売、多世帯賃貸物件の開発・建設・管理が含まれる。また、住宅購入者などを対象とした住宅ローン・ファイナンス、権原保険、クロージング・サービスを提供するほか、商業用住宅ローンの証券化ローンの組成・販売も行っている。さらに、ファンド投資活動も行っている。主な顧客は、初回購入者、中古住宅購入者、成人向け住宅購入者、高級住宅購入者である。同社は1954年に設立され、フロリダ州マイアミに本拠を置く。
Lennar Corporation 基礎のまとめ
| LEN 基礎統計学 | |
|---|---|
| 時価総額 | US$20.27b |
| 収益（TTM） | US$1.60b |
| 売上高(TTM) | US$32.74b |
12.7x
PER（株価収益率0.6x
P/SレシオLEN は割高か？
公正価値と評価分析を参照収益と収入
| LEN 損益計算書（TTM） | |
|---|---|
| 収益 | US$32.74b |
| 売上原価 | US$26.81b |
| 売上総利益 | US$5.36b |
| その他の費用 | US$3.76b |
| 収益 | US$1.60b |
直近の収益報告
May 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.64 |
| グロス・マージン | 16.36% |
| 純利益率 | 4.88% |
| 有利子負債／自己資本比率 | 27.6% |
LEN の長期的なパフォーマンスは？
過去の実績と比較を見る| Lennar 配当日 | |
|---|---|
| 配当落ち日 | Jul 10 2026 |
| 配当支払日 | Jul 24 2026 |
| 配当落ちまでの日数 | 1 day |
| 配当支払日までの日数 | 13 days |
LEN 配当は確実ですか？
LEN 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 22:47 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/05/31 |
| 年間収益 | 2025/11/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lennar Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33
| アナリスト | 機関 |
|---|---|
| Christopher Graja | Argus Research Company |
| Matthew Bouley | Barclays |
| Stephen Kim | Barclays |