LEN Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

9.18B

-7.67%

2.179

-45.93%

7.84B

+2.7%

1.552

-27.49%

8.21B

-1.97%

1.962

+3.25%

Estimates Revision

The market is revising Downward the revenue expectations for Lennar Corporation (LEN) for FY2025, with the revenue forecasts being adjusted by -4.19% over the past three months. During the same period, the stock price has changed by -10.52%.

Revenue Estimates for FY2025

Revise Downward

-4.19%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-6.59%

In Past 3 Month

Stock Price

Go Down

-10.52%

In Past 3 Month

14 Analyst Rating

Wall Street analysts forecast LEN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LEN is 122.08 USD with a low forecast of 95.00 USD and a high forecast of 161.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

2 Buy

9 Hold

3 Sell

Hold

Current: 119.730

Low

95.00

Averages

122.08

High

161.00

Current: 119.730

Low

95.00

Averages

122.08

High

161.00

Barclays

Matthew Bouley

Equal Weight -> Underweight

downgrade

$95 -> $98

2025-12-08

Reason

Barclays

Matthew Bouley

Price Target

$95 -> $98

2025-12-08

downgrade

Equal Weight -> Underweight

Reason

Barclays analyst Matthew Bouley downgraded Lennar to Underweight from Equal Weight with a price target of $98, up from $95. The firm adjusted ratings in the homebuilding and building products group as part of its 2026 outlook. Barclays expects another year of declines in single-family housing starts, saying the housing market "remains far from balanced." This leaves the homebuilder stocks "volatile, with no cycle call to be made," the analyst tells investors in a research note. Barclays believes building products and brokerage names can outperform despite weakness in new residential. It views building products and distributors as more compelling than homebuilders entering 2026.

JPMorgan

Neutral -> Underweight

downgrade

$118 -> $115

2025-12-04

Reason

JPMorgan

Price Target

$118 -> $115

2025-12-04

downgrade

Neutral -> Underweight

Reason

JPMorgan downgraded Lennar to Und erweight from Neutral with a price target of $115, down from $118. The firm maintains a cautious stance on the homebuilders sector for 2026. JPMorgan expects an unfavorable demand/supply backdrop to bring additional pressure and downside risk for builder fundamentals. Builder fundamentals are likely to remain "relatively weak" in 2026, with persisting downside risk to estimates due to a still challenged demand/supply industry backdrop, the analyst tells investors in a research note.

Raymond James

Market Perform -> Underperform

downgrade

$NULL

2025-09-22

Reason

Raymond James

Price Target

$NULL

2025-09-22

downgrade

Market Perform -> Underperform

Reason

Raymond James downgraded Lennar to Underperform from Market Perform without a price target following the fiscal Q3 report and reduced outlook. The new guidance acknowledges that Lennar's volume-based operating strategy is "overdue for a re-calibration," the analyst tells investors in a research note. At current share levels, Raymond James believes the market is underestimating the amount of time it may take for the company to restore its margins and returns to historical averages.

Citizens JMP

Aaron Hecht

Outperform

maintain

$130 -> $140

2025-09-22

Reason

Citizens JMP

Aaron Hecht

Price Target

$130 -> $140

2025-09-22

maintain

Outperform

Reason

Citizens JMP analyst Aaron Hecht raised the firm's price target on Lennar to $140 from $130 and keeps an Outperform rating on the shares. Lennar's core results reflected lower-than-expected deliveries and gross margin, and the business has remained pressured by prohibitive affordability levels for consumers, which caused management to slow its starts pace, the analyst tells investors in a research note. Citizens believes book value multiples should trade above the supported ROE as we move into an earnings growth cycle for the industry, occurring in conjunction with better affordability for homebuyers.

RBC Capital

Sector Perform

maintain

$98 -> $106

2025-09-22

Reason

RBC Capital

Price Target

$98 -> $106

2025-09-22

maintain

Sector Perform

Reason

RBC Capital raised the firm's price target on Lennar to $106 from $98 but keeps a Sector Perform rating on the shares after its Q3 earnings miss. The firm is modeling weaker absorption, deliveries, and margins as the management moderates its volume focus amid persistently weak demand, the analyst tells investors in a research note. Weak gross margins, elevated inventories, and lack of a stronger demand response to incremental incentives has driven the management to slow or pause spec starts - a shift that was described as taking a breather but could still be an important first step to the potential bottoming of margins, RBC added.

Citi

Neutral

maintain

$116 -> $133

2025-09-22

Reason

Citi

Price Target

$116 -> $133

2025-09-22

maintain

Neutral

Reason

Citi raised the firm's price target on Lennar to $133 from $116 and keeps a Neutral rating on the shares. Citi cut estimates after the company's company's fiscal Q3 missed estimates but upped the price target on sector multiple expansion and upside from reduced mortgage rates.

Valuation Metrics

The current forward P/E ratio for Lennar Corp (LEN.N) is 14.41, compared to its 5-year average forward P/E of 9.08. For a more detailed relative valuation and DCF analysis to assess Lennar Corp 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

5Y Average PE

9.08

Current PE

14.41

Overvalued PE

11.99

Undervalued PE

6.17

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

6.40

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

8.00

Undervalued EV/EBITDA

4.80

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

0.97

Current PS

0.00

Overvalued PS

1.16

Undervalued PS

0.78

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

LEN News & Events

Events Timeline

No data

News

6.5

12:09 PMMarketWatch

Renowned short-seller elaborates on his decision to increase his investment against data centers.

4.5

10:50 AMBarron's

Stock Market Movers: Ford, Tesla, Broadcom, GitLab, Roku, Navan, and Others

4.5

10:24 AMBenzinga

Stock Market Update: Dow Jones and S&P 500 Futures Decline Before November Job Report—Roku, Blue Owl Capital, and Lennar Under Scrutiny

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Frequently Asked Questions

What is Lennar Corp (LEN) stock price today?

The current price of LEN is 119.73 USD — it has increased 0.3 % in the last trading day.

What is Lennar Corp (LEN)'s business?

Lennar Corporation is a homebuilder and an originator of residential and commercial mortgage loans. The Company is also a provider of title insurance and closing services, and a developer of multifamily rental properties. The Company's segments include Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar others. Its Homebuilding segments primarily include the construction and sale of single-family attached and detached homes, as well as the purchase, development and sale of residential land directly and through its unconsolidated entities. The Company's Financial Services segment primarily provides mortgage financing, title and closing services primarily for buyers of its homes, as well as property and casualty insurance. The Company’s Multifamily segment is involved in the development, construction and property management of multifamily rental properties. its Lennar Other segment includes fund investments.

What is the price predicton of LEN Stock?

What is Lennar Corp (LEN)'s revenue for the last quarter?

Lennar Corp revenue for the last quarter amounts to 8.81B USD, decreased -6.43 % YoY.

What is Lennar Corp (LEN)'s earnings per share (EPS) for the last quarter?

Lennar Corp. EPS for the last quarter amounts to 2.29 USD, decreased -46.24 % YoY.

What changes have occurred in the market's expectations for Lennar Corp (LEN)'s fundamentals?

How many employees does Lennar Corp (LEN). have?

Lennar Corp (LEN) has 13265 emplpoyees as of December 16 2025.

What is Lennar Corp (LEN) market cap?

Today LEN has the market capitalization of 29.57B USD.