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Lennar CorporationNYSE:LEN.B Stock Report

Market Cap US$21.7b
Share Price
US$84.88
US$89.13
4.8% undervalued intrinsic discount
1Y-19.8%
7D4.9%
Portfolio Value
View

Lennar Corporation

NYSE:LEN.B Stock Report

Market Cap: US$21.7b

LEN.B Community Fair Values

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Lennar Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Lennar
Historical stock prices
Current Share PriceUS$86.09
52 Week HighUS$137.39
52 Week LowUS$80.49
Beta1.42
1 Month Change-0.61%
3 Month Change-22.44%
1 Year Change-19.79%
3 Year Change-13.91%
5 Year Change11.72%
Change since IPO270.09%

Recent News & Updates

Recent updates

Seeking Alpha Jun 17

Lennar: Margin Pressures Weigh On A Mixed Q2

Summary Lennar's earnings and guidance were better than feared, but ongoing margin pressure and weak Sun Belt pricing keep me cautious about the stock. The company is sacrificing margins to support volumes through increased incentives, resulting in lower profits and persistent margin headwinds. Lennar's solid balance sheet supports buybacks and a secure dividend, but near-term stability depends on new orders in riskier markets. At 10.7x 2025 earnings, LEN isn't cheap for the sector; I maintain a 'hold' rating and see better opportunities elsewhere in homebuilders. Read the full article on Seeking Alpha
Seeking Alpha Sep 21

Lennar Corporation: Rating Upgrade As Orders Momentum Was A Positive Surprise

Summary Lennar Corporation's 3Q23 results show strong order growth, leading to a revision of the rating from hold to buy. The company's performance exceeded expectations, with operating EPS of $3.91 and robust order increases in multiple regions. Management's proactive approach to reducing cycle times and improving efficiency, along with a solid balance sheet, support positive near-term outlook and continued growth. Read the full article on Seeking Alpha

Shareholder Returns

LEN.BUS Consumer DurablesUS Market
7D4.9%-2.7%2.2%
1Y-19.8%8.7%31.1%

Return vs Industry: LEN.B underperformed the US Consumer Durables industry which returned 8.7% over the past year.

Return vs Market: LEN.B underperformed the US Market which returned 31.1% over the past year.

Price Volatility

Is LEN.B's price volatile compared to industry and market?
LEN.B volatility
LEN.B Average Weekly Movement5.1%
Consumer Durables Industry Average Movement7.3%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: LEN.B has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LEN.B's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
195412,532Stuart Millerwww.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.

Lennar Corporation Fundamentals Summary

How do Lennar's earnings and revenue compare to its market cap?
LEN.B fundamental statistics
Market capUS$21.70b
Earnings (TTM)US$1.77b
Revenue (TTM)US$33.17b
12.3x
P/E Ratio
0.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LEN.B income statement (TTM)
RevenueUS$33.17b
Cost of RevenueUS$27.00b
Gross ProfitUS$5.60b
Other ExpensesUS$3.83b
EarningsUS$1.77b

Last Reported Earnings

Feb 28, 2026

Next Earnings Date

n/a

Earnings per share (EPS)7.19
Gross Margin16.87%
Net Profit Margin5.34%
Debt/Equity Ratio23.9%

How did LEN.B perform over the long term?

See historical performance and comparison

Dividends

2.3%
Current Dividend Yield
29%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 17:24
End of Day Share Price 2026/05/08 00:00
Earnings2026/02/28
Annual Earnings2025/11/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lennar Corporation is covered by 34 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher GrajaArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays