Lennar (LEN) Aandelenoverzicht
Lennar Corporation is, samen met haar dochterondernemingen, actief als woningbouwer, voornamelijk onder het merk Lennar in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
LEN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$162.49
FV
46.4% ondergewaardeerd intrinsieke korting5.67%
Revenue growth p.a.
3.6k
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Lennar Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$87.02 |
| 52 Week Hoogtepunt | US$144.24 |
| 52 Week Laag | US$79.83 |
| Bèta | 1.4 |
| 1 maand verandering | 5.93% |
| 3 maanden verandering | -2.07% |
| 1 Jaar Verandering | -35.90% |
| 3 jaar verandering | -23.69% |
| 5 jaar verandering | -19.40% |
| Verandering sinds IPO | 7,113.03% |
Recent nieuws en updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Rendement voor aandeelhouders
| LEN | US Consumer Durables | US Markt | |
|---|---|---|---|
| 7D | 0.2% | -2.0% | -1.5% |
| 1Y | -35.9% | -4.2% | 17.9% |
Rendement versus industrie: LEN presteerde slechter dan de US Consumer Durables -sector, die het afgelopen jaar een rendement van -4.2 % opleverde.
Rendement versus markt: LEN presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 17.9 % opleverde.
Prijsvolatiliteit
| LEN volatility | |
|---|---|
| LEN Average Weekly Movement | 5.3% |
| Consumer Durables Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: LEN heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van LEN is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1954 | 12,532 | Stuart Miller | www.lennar.com |
Lennar Corporation is, samen met haar dochterondernemingen, actief als woningbouwer, voornamelijk onder de merknaam Lennar, in de Verenigde Staten. Het bedrijf is actief via de segmenten Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily en Lennar Other. De woningbouwactiviteiten van het bedrijf omvatten de bouw en verkoop van eengezinswoningen en vrijstaande woningen, evenals de aankoop, ontwikkeling en verkoop van woongrond; en de ontwikkeling, bouw en het beheer van meergezinswoningen.
Lennar Corporation Samenvatting
| LEN fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$20.53b |
| Inkomsten(TTM) | US$1.60b |
| Inkomsten(TTM) | US$32.74b |
13.1x
Koers/Winstverhouding0.6x
P/S-verhoudingIs LEN overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| LEN resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$32.74b |
| Kosten van inkomsten | US$26.81b |
| Brutowinst | US$5.36b |
| Overige uitgaven | US$3.76b |
| Inkomsten | US$1.60b |
Laatst gerapporteerde inkomsten
May 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 6.64 |
| Brutomarge | 16.36% |
| Nettowinstmarge | 4.88% |
| Schuld/Eigen Vermogen Verhouding | 27.6% |
Hoe presteerde LEN op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
2.3%
Huidig dividendrendement31%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/21 14:20 |
| Aandelenkoers aan het einde van de dag | 2026/08/21 00:00 |
| Inkomsten | 2026/05/31 |
| Jaarlijkse inkomsten | 2025/11/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Lennar Corporation wordt gevolgd door 32 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christopher Graja | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |