Lennar Class ALEN
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
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
10 analyst ratings
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
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