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LEN logo

Lennar Corporation Stock Price

NYSE:LEN Community·US$19.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 120 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LEN Share Price Performance

US$80.76
-55.82 (-40.87%)
​
US$162.49
Fair Value
US$80.76
-55.82 (-40.87%)
50.3% undervalued intrinsic discount
US$162.49
Fair Value
Price US$80.76
Zev US$162.49
AnalystConsensusTarget US$86.23
AnalystLowTarget US$67.00
Wed, 4 Feb 26
Fair ValueUS$162.49
Share Pricen/a

LEN Community Narratives

ZE
Zev
Zev's
Fair Value
·
Fair Value US$162.49 50.3% undervalued intrinsic discount

The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth

5users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$86.23 6.3% undervalued intrinsic discount

LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead

2users have liked this narrative
0users have commented on this narrative
42users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$67 20.5% overvalued intrinsic discount

High US Mortgage Rates Will Squeeze Housing Demand And Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
LEN logo
Lennar
50.3% undervalued intrinsic discount

The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth

View narrative
ZE
Zev
Zev
Published 15 Jan 2025
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LEN logo
Lennar
6.3% undervalued intrinsic discount

LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
LEN logo
Lennar
27.6% undervalued intrinsic discount

Asset-light Model And Rausch Coleman Homes Deal Will Improve Efficiency

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AN
AnalystHighTarget
AnalystHighTarget
Updated 19 Aug
Read Narrative
LEN logo
Lennar
20.5% overvalued intrinsic discount

High US Mortgage Rates Will Squeeze Housing Demand And Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Aug
Read Narrative

Trending Discussion

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Recently Updated Narratives

ZE
Zev
LEN logo

The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth

Fair Value: US$162.49 50.3% undervalued intrinsic discount
27 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
LEN logo

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

Fair Value: US$86.23 6.3% undervalued intrinsic discount
42 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
LEN logo

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

Fair Value: US$111.62 27.6% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet established dividend payer.

1 Risk
4 Rewards
View Full Analysis

Lennar Corporation Key Details

US$32.7b

Revenue

US$26.8b

Cost of Revenue

US$5.4b

Gross Profit

US$3.8b

Other Expenses

US$1.6b

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
Sep 16, 2026
6.64
16.36%
4.88%
27.6%
View Full Analysis

About LEN

Founded
1954
Employees
12532
CEO
Stuart Miller
WebsiteView website
www.lennar.com

Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company’s homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land; and development, construction, and management of multifamily rental properties. It also offers residential mortgage financing, title insurance, and closing services for home buyers and others, as well as originating and selling securitization commercial mortgage loans. In addition, the company is involved in fund investment activities. It primarily serves first-time, move-up, active adult, and luxury homebuyers. The company was founded in 1954 and is based in Miami, Florida.

Recent LEN News & Updates

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

Recent updates

No updates

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