Lennar Class A
About: Lennar is one of the largest public homebuilders in the United States. The company's homebuilding operations target first-time, move-up, active adult, and luxury homebuyers mainly under the Lennar brand name. Lennar's financial services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily and single-family for-rent construction and has invested in numerous housing-related technology startups.
Employees: 13,265
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
69% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $625M
2.86% more ownership
Funds ownership: 89.31% [Q3] → 92.18% (+2.86%) [Q4]
2% less repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 368
4% less funds holding
Funds holding: 1,037 [Q3] → 993 (-44) [Q4]
13% less first-time investments, than exits
New positions opened: 143 | Existing positions closed: 164
26% less capital invested
Capital invested by funds: $40.4B [Q3] → $30.1B (-$10.4B) [Q4]
52% less funds holding in top 10
Funds holding in top 10: 23 [Q3] → 11 (-12) [Q4]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$110
2%
upside
Avg. target
$134
24%
upside
High target
$164
52%
upside
12 analyst ratings
3 positive
25%
9 neutral
75%
0 negative
0%
Wells Fargo Deepa Raghavan 0 / 0 met price target | 2%upside $110 | Equal-Weight Maintained | 9 Apr 2025 |
Citizens Capital Markets Aaron Hecht 27% 1-year accuracy 13 / 48 met price target | 39%upside $150 | Market Outperform Maintained | 31 Mar 2025 |
Goldman Sachs Susan Maklari 24% 1-year accuracy 6 / 25 met price target | 11%upside $120 | Neutral Maintained | 25 Mar 2025 |
Keefe, Bruyette & Woods Jade Rahmani 32% 1-year accuracy 12 / 37 met price target | 19%upside $128 | Market Perform Maintained | 25 Mar 2025 |
UBS John Lovallo 0% 1-year accuracy 0 / 28 met price target | 52%upside $164 | Buy Maintained | 24 Mar 2025 |
Financial journalist opinion
Based on 9 articles about LEN published over the past 30 days
Positive
Schwab Network
3 days ago
Luxury Real Estate Booms Amid Market Turmoil
Despite recent interest rate hikes and market volatility, luxury real estate sales in New York City are defying expectations. Dolly Lenz and Jenny Lenz attribute this surge to buyers seeking stability outside of the stock market and a desire to return to pre-pandemic normalcy.
Negative
Market Watch
1 week ago
Builders hit the brakes on home construction as tariffs and weak demand weigh on sales
The numbers: Construction of new homes fell 11.4% in March, as builders pulled back in the face of high interest rates and waning home-buying sentiment.
Neutral
PRNewsWire
2 weeks ago
Lennar Corporation Declares Quarterly Dividends
MIAMI , April 9, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's leading homebuilders, announced that its Board of Directors has declared a quarterly cash dividend of $0.50 per share for both Class A and Class B common stock payable on May 7, 2025 to holders of record at the close of business on April 23, 2025. About Lennar Lennar Corporation, founded in 1954, is one of the nation's leading builders of quality homes for all generations.
Positive
Zacks Investment Research
2 weeks ago
Tariff Exemptions Lift Homebuilding Stocks: DHI, DFH, NVR, LEN, PHM Gains
Homebuilding stocks got a much-needed boost after President Trump left Canadian lumber out of sweeping new tariffs. Here's what it means for housing investors.
Positive
Seeking Alpha
2 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (April 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. The market is volatile with economic uncertainties, but investing consistently in solid dividend-paying stocks with reasonable valuations is a good idea. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.
Neutral
PRNewsWire
3 weeks ago
Dandelion Energy and Lennar Announce One of the Largest Residential Geothermal Deployments in US History
The partnership establishes a framework for making geothermal heating and cooling the standard in new home construction. ARLINGTON, Va.
Neutral
PRNewsWire
3 weeks ago
Quarterra Announces Start of Leasing at Tavin Apartments
Mixed-Use Community Adds 194 New Apartment Homes in Seattle's Crown Hill Neighborhood SEATTLE , April 1, 2025 /PRNewswire/ -- Quarterra Multifamily , a subsidiary of Lennar Corporation and a vertically integrated multifamily apartment builder, developer, and asset manager, today announced the start of leasing at Tavin , a modern multifamily community in Seattle's Crown Hill neighborhood. Developed with investment partner CPPIB, Tavin brings contemporary living to one of Seattle's most distinctive neighborhoods.
Negative
Fox Business
3 weeks ago
Another challenge may be brewing in the housing market, real estate expert warns
Brown Harris Stevens real estate broker Lisa Lippman discusses the latest obstacles in the housing industry and whether the president's tariffs will impact buyers and sellers.
Negative
Seeking Alpha
4 weeks ago
Lennar: Rating Downgrade As Various Indicators Point To Poor Earnings Outlook In 2025
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.
Negative
Fast Company
1 month ago
Housing markets in Florida and Texas are so weak that builder Lennar spent the most on buyer incentives since 2009
Lennar—the nation's second-largest homebuilder—told investors on Friday that their spring selling season is off to a soft start.
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