Lennar Corporation (NYSE:LEN) Given Consensus Rating of “Reduce” by Analysts

11 Sep 2026, 10:28 by Michael Walen · The Markets Daily

Shares of Lennar Corporation (NYSE:LEN – Get Free Report) have been given an average rating of “Reduce” by the nineteen research firms that are covering the firm, Marketbeat reports. Ten investment analysts have rated the stock with a sell rating, eight have assigned a hold rating and one has assigned a buy rating to the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $92.1333.

LEN has been the subject of a number of recent research reports. Evercore boosted their price objective on shares of Lennar from $82.00 to $87.00 and gave the company an “underperform” rating in a research report on Monday, June 15th. Royal Bank Of Canada decreased their target price on Lennar from $88.00 to $85.00 and set an “underperform” rating on the stock in a report on Monday, June 15th. BTIG Research set a $67.00 target price on Lennar in a research report on Monday, June 15th. Argus set a $108.00 price target on Lennar in a research report on Thursday, July 9th. Finally, Benchmark raised Lennar to a “hold” rating in a research note on Thursday, September 3rd.

Get Our Latest Analysis on LEN

Lennar Stock Performance

LEN opened at $77.89 on Friday. The company has a current ratio of 4.91, a quick ratio of 0.91 and a debt-to-equity ratio of 0.19. The company has a market cap of $18.76 billion, a price-to-earnings ratio of 12.19, a PEG ratio of 2.71 and a beta of 1.39. The company’s 50 day moving average is $84.96 and its 200 day moving average is $89.75. Lennar has a 12-month low of $76.63 and a 12-month high of $140.71.

Lennar (NYSE:LEN – Get Free Report) last announced its earnings results on Thursday, June 11th. The construction company reported $1.31 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.07. The business had revenue of $7.94 billion during the quarter, compared to analysts’ expectations of $8.08 billion. Lennar had a net margin of 4.93% and a return on equity of 7.08%. The firm’s revenue was down 5.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.81 earnings per share. On average, equities research analysts predict that Lennar will post 5.46 EPS for the current year.

Lennar Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 24th. Investors of record on Friday, July 10th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Friday, July 10th. Lennar’s dividend payout ratio is currently 31.30%.

Hedge Funds Weigh In On Lennar

A number of hedge funds have recently modified their holdings of the company. Phillip James Consulting Co. bought a new stake in shares of Lennar during the 1st quarter valued at $30,000. DV Equities LLC purchased a new stake in Lennar in the 4th quarter worth $31,000. Global Assets Advisory LLC purchased a new stake in Lennar in the 1st quarter worth $39,000. Quarry LP bought a new stake in Lennar during the fourth quarter valued at about $41,000. Finally, IFC & Insurance Marketing Inc. purchased a new position in shares of Lennar in the fourth quarter valued at about $45,000. 81.10% of the stock is currently owned by institutional investors.

Key Stories Impacting Lennar

Here are the key news stories impacting Lennar this week:

Positive Sentiment: Lennar reported quarterly EPS of $1.31, exceeding the $1.24 consensus estimate. However, revenue fell short of expectations, limiting the positive impact of the earnings beat. Q2 Earnings Highlights: Lennar Vs. The Rest Of The Home Builders Stocks
Positive Sentiment: Lennar celebrated the opening of The Park at Amberwood, highlighting continued community development and investment in new-home markets. Lennar Celebrates the Grand Opening of The Park at Amberwood
Neutral Sentiment: Unusually high put-option activity was recorded, with traders purchasing 7,075 puts versus typical daily volume of 6,008. This signals increased hedging or bearish speculation but does not confirm a fundamental change in the business.
Neutral Sentiment: Analysts were preparing for Lennar’s earnings report and expected year-over-year earnings to decline, while a separate preview said the company lacked the usual signals associated with a likely earnings beat. Analysts Estimate Lennar to Report a Decline in Earnings
Negative Sentiment: Clarksville, Tennessee, issued a stop-work order covering Lennar Homes’ active permits because of city violations. Lennar is working toward a resolution, but the action could create construction delays, added costs and reputational risk if it is not resolved quickly. Stop Work Order Issued for Lennar Homes in Clarksville
Negative Sentiment: Recent results showed revenue down 5.2% year over year and EPS below the prior-year level, reinforcing concerns about softer demand, pricing pressure and narrower profitability across the home-building sector.

About Lennar

(Get Free Report)

Lennar Corporation is one of the largest homebuilders in the United States. Founded in 1954 and headquartered in Miami, Florida, the company designs, constructs, and sells single-family homes and communities for a range of buyers, including first-time, move-up, and active-adult purchasers.

Lennar operates across many of the country’s major housing markets, including communities in the West, Southwest, Southeast, Mid-Atlantic, and other metropolitan areas. Its homebuilding operations offer a variety of floor plans and home designs, while the company also develops residential communities and provides related services such as mortgage financing, title, and closing services through its financial-services businesses.