LEN icon

Lennar Class A

120.57 USD
-2.12
1.73%
At close Feb 21, 4:00 PM EST
After hours
120.57
+0.00
0.00%
1 day
-1.73%
5 days
-3.10%
1 month
-9.44%
3 months
-28.26%
6 months
-32.66%
Year to date
-10.27%
1 year
-20.67%
5 years
70.66%
10 years
146.97%
 

About: Lennar is one of the largest public homebuilders in the United States. The company's homebuilding operations target first-time, move-up, and active adult 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 7,139 funds
0
Analysts bullish %
of 10 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

69% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $625M

2.39% more ownership

Funds ownership: 90.21% [Q3] → 92.6% (+2.39%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 356

7% less funds holding

Funds holding: 1,036 [Q3] → 963 (-73) [Q4]

15% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 162

26% less capital invested

Capital invested by funds: $40.8B [Q3] → $30.2B (-$10.6B) [Q4]

52% less funds holding in top 10

Funds holding in top 10: 23 [Q3] → 11 (-12) [Q4]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$121
0%
upside
Avg. target
$151
25%
upside
High target
$192
59%
upside

10 analyst ratings

positive
20%
neutral
80%
negative
0%
Wells Fargo
Sam Reid
28% 1-year accuracy
8 / 29 met price target
8%upside
$130
Equal-Weight
Maintained
18 Feb 2025
Keefe, Bruyette & Woods
Jade Rahmani
50% 1-year accuracy
17 / 34 met price target
26%upside
$152
Outperform
Maintained
11 Feb 2025
RBC Capital
Mike Dahl
52% 1-year accuracy
28 / 54 met price target
4%upside
$125
Sector Perform
Maintained
6 Feb 2025
Barclays
Matthew Bouley
34% 1-year accuracy
23 / 68 met price target
0%upside
$121
Equal-Weight
Maintained
31 Jan 2025
B of A Securities
Rafe Jadrosich
16% 1-year accuracy
3 / 19 met price target
16%upside
$140
Neutral
Maintained
27 Jan 2025

Financial journalist opinion

Based on 13 articles about LEN published over the past 30 days

Neutral
Seeking Alpha
4 hours ago
Warren Buffett's 38 Dog Berkshire February Report
This Berkshire/Buffett holdings-list from Kiplinger first appeared 12/31/24 on BKH's SEC Form13F. Kiplinger, YCharts, and Dogs-of-The-Dow all track this BRK batch. Here is your update from 2/19/25 YCharts data.
Warren Buffett's 38 Dog Berkshire February Report
Negative
Barrons
2 days ago
Home Builder Stocks Are on Track for Worst February in 5 Years. What's Dragging Them Down.
High construction costs, rising mortgage rates, and looming tariffs are pressuring the stocks.
Home Builder Stocks Are on Track for Worst February in 5 Years. What's Dragging Them Down.
Neutral
PRNewsWire
1 week ago
Quarterra Multifamily to Welcome First Move-Ins at Hawkins: San Francisco's Newest Apartment Homes on Treasure Island
178-home mid-rise community is actively leasing, with first move-ins slated for February 2025 SAN FRANCISCO , Feb. 13, 2025 /PRNewswire/ -- Quarterra Multifamily , a subsidiary of Lennar Corporation and a vertically integrated multifamily builder, developer, and property manager, initiated leasing at Hawkins , a striking new mid-rise apartment building in San Francisco's newest neighborhood Treasure Island, in January 2025. First move-ins take place in February 2025.
Quarterra Multifamily to Welcome First Move-Ins at Hawkins: San Francisco's Newest Apartment Homes on Treasure Island
Positive
Zacks Investment Research
1 week ago
Lennar Expands Its Reach With Rausch Coleman Acquisition
LEN strengthens its market position with a key acquisition.
Lennar Expands Its Reach With Rausch Coleman Acquisition
Neutral
Zacks Investment Research
1 week ago
Lennar (LEN) Rises But Trails Market: What Investors Should Know
In the closing of the recent trading day, Lennar (LEN) stood at $122.69, denoting a +0.62% change from the preceding trading day.
Lennar (LEN) Rises But Trails Market: What Investors Should Know
Positive
Forbes
1 week ago
Lennar Corporation Completes Spin-Off Of Millrose Properties
On February 07, 2024, Millrose Properties (NYSE: MRP; $26.74; Market Capitalization: $3.5 billion), and Lennar Corporation (NYSE: LEN, $121.94; Market Capitalization: $32.2 billion) started regular-way trading. MRP opened at $23.49, made an intraday high of $27.07, and a low of $22.26 before closing at $26.74.
Lennar Corporation Completes Spin-Off Of Millrose Properties
Neutral
PRNewsWire
2 weeks ago
Millrose Properties Set to Join S&P SmallCap 600
NEW YORK , Feb. 5, 2025 /PRNewswire/ -- Millrose Properties Inc. (NYSE: MRP) will replace Ironwood Pharmaceuticals Inc. (NASD: IRWD) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, February 10. S&P 500 constituent Lennar Corp (NYSE: LEN) is spinning off Millrose Properties in a transaction expected to be completed on Friday, February 7.
Millrose Properties Set to Join S&P SmallCap 600
Positive
Zacks Investment Research
2 weeks ago
Lennar (LEN) Beats Stock Market Upswing: What Investors Need to Know
The latest trading day saw Lennar (LEN) settling at $128.29, representing a +1.66% change from its previous close.
Lennar (LEN) Beats Stock Market Upswing: What Investors Need to Know
Negative
Investopedia
2 weeks ago
Homebuilder Stocks Sink on Worries Trump Tariffs Could Raise Costs
Shares of several homebuilders and construction companies lost ground Monday on worries that new tariffs could raise building costs.
Homebuilder Stocks Sink on Worries Trump Tariffs Could Raise Costs
Negative
Barrons
2 weeks ago
Tariffs Could Make Buying a Home More Expensive. Builder Stocks Are Down.
Tariffs on lumber and other building materials increase the cost of construction, and consumers are likely to foot the bill.
Tariffs Could Make Buying a Home More Expensive. Builder Stocks Are Down.
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