Lennar Corporation

NYSE:LEN 주식 리포트

시가총액: US$22.2b

Lennar 배당 및 자사주 매입

배당 기준 점검 4/6

Lennar 수익으로 충분히 충당되는 현재 수익률 2.28% 보유한 배당금 지급 회사입니다.

핵심 정보

2.3%

배당 수익률

5.9%

자사주 매입 수익률

총 주주 수익률8.1%
미래 배당 수익률2.4%
배당 성장률25.7%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향29%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 • 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 Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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 Alpha
Seeking 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 Alpha
새 내러티브 • 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 toda

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: LEN 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: LEN 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

Lennar 배당 수익률 vs 시장
LEN의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (LEN)2.3%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Consumer Durables)1.7%
분석가 예측 (LEN) (최대 3년)2.4%

주목할만한 배당금: LEN 의 배당금( 2.28% )은 US 시장에서 배당금 지급자의 하위 25%( 1.39% )보다 높습니다.

고배당: LEN 의 배당금( 2.28% )은 US 시장에서 배당금 지급자의 상위 25%( 4.21% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 28.6% )로 LEN 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: LEN 배당금을 지급하고 있지만 회사에는 잉여현금흐름이 없습니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 09:35
종가2026/05/07 00:00
수익2026/02/28
연간 수익2025/11/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Lennar Corporation는 34명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher GrajaArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays