Lennar Corporation (LEN) Stock Price & Analysis

Lennar Corporation (LEN) closed at USD 84.45 on Thursday, October 22, 2026, up 8.69% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 77.7; the Oct 22, 2026 session ranged USD 77.55–84.63 on volume of 6,475,683 shares. Market capitalization is $20.09B, with a 52-week range of USD 71.78–133.76 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:15 UTC.

Also available as compact Markdown for AI agents: nexqual.com/LEN.md

Key facts (LEN)

• Last four reported quarters (through Aug 31, 2026): revenue $32.0B, net income $1.31B (4.1% margin), free cash flow $811M (SEC filings).
• Valuation: P/E 15.4x (avg 10.3x at the last 2 fiscal year-ends).
• 6 of 80 tracked superinvestors hold LEN (13F, Q2 2026): 0 new, 3 added, 1 reduced, 2 unchanged.
• Insider open-market purchases, last ~7 months: 4 Form 4 filings, $595M; 0 by opportunistic insiders, 0 by routine insiders.
• Analysts: Sell (mean 3.57 on a 1–5 scale) (21 analysts), mean target USD 77.73 (range 63–120).
• Total return with dividends: 1Y -32.2% vs S&P 500 +14.9%; 5Y -5.6% vs S&P 500 +80.3%.
• Next earnings: 2026-12-15, EPS estimate USD 1.44, revenue estimate $8.81B.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LEN)

Fiscal years end Nov. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Aug 31, 2026) (LEN)

P/E 15.4x · P/S 0.6x · P/FCF 24.8x · P/B 0.9x · FCF yield 4.04% · Earnings yield 6.51% · Dividend yield (paid, TTM) 2.45% · Buyback yield (TTM) 4.94%

P/E at fiscal year-ends: Nov 2024 11.7x, Nov 2023 8.9x.

Superinvestors (SEC 13F-HR, Q2 2026) (LEN)

6 of 80 tracked investors hold LEN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider purchases (SEC Form 4, open-market, last ~7 months) (LEN)

4 purchases, $595M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (LEN)

Consensus Sell (mean 3.57 on a 1–5 scale), 21 analysts; mean target USD 77.73 (low 63, high 120).

Rating changes, last 120 days:

Total return (dividends reinvested) (LEN)

LEN revenue by business segment (quarter ended Aug 31, 2026)

LEN revenue by product line (quarter ended Aug 31, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

LEN suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Jan 28, 2026.

LEN company outlook (results filed Sep 16, 2026)

• “Note Regarding Forward-Looking Statements: Some of the statements in this press release are "forward-looking statements," as that term is defined in the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements relating to the homebuilding market and other markets in which we participate, as well as our expected results and guidance.”

Quoted word-for-word from the SEC 8-K results press release.

LEN analyst estimates and revisions

LEN options: expected move

Options price a move of about ±14.3% (±$12.05) by Dec 18, 2026, which includes earnings on Dec 15, 2026. Over the last 8 reports the stock moved ±4.4% on average.

30-day implied volatility 44.5% vs 50% realized over the last 30 trading days. Put/call ratio (volume) 0.39. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:15 UTC)

Technical Analysis (LEN)

Nexqual's technical model rates LEN "BUY" based on 4 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:15 UTC.

Analyst Ratings (LEN)

Wall Street analysts rate LEN "Sell" based on 21 analysts, with a mean price target of USD 77.73 (range USD 63–120), per Nexqual as of October 23, 2026 at 09:15 UTC.

Earnings (LEN)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:15 UTC.

Financials & Fundamentals (LEN)

Source: Nexqual, October 23, 2026 at 09:15 UTC.

Financial Health Score (LEN)

Nexqual rates Lennar Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:15 UTC.

Ownership (LEN)

Source: Nexqual, October 23, 2026 at 09:15 UTC.

Leadership (LEN)

Lennar Corporation is led by Stuart A. Miller, Executive Chairman, CEO & President, per Nexqual as of October 23, 2026 at 09:15 UTC.

Major Backers & Investors (LEN)

Notable institutional backers of Lennar Corporation include Berkshire Hathaway, Greenhaven Associates, Inc., Eagle Capital Management LLC, according to Nexqual as of October 23, 2026 at 09:15 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:15 UTC.

From Lennar Corporation's Latest SEC 10-K Filing (filed 2026-01-28)

Key Strengths & Strategy (as disclosed to the SEC)

• We are one of the largest homebuilders in the United States by deliveries, revenues and net earnings, an originator of residential and commercial mortgage loans, a provider of title insurance and closing services and a developer of multifamily rental properties.
• We are focused on creating environmentally sustainable products, and our purchasing power enables us to include green features in our homes.

Partnerships

• In April 2024, Upward America entered into a joint venture agreement and property management agreement with Invitation Homes.

Legal & Regulatory Risks (Item 1A, quoted)

• Changes in U.S. trade policies and retaliatory responses from other countries may substantially increase the costs or limit supplies of building materials and products used in our homes.
• We may be adversely impacted by legal and regulatory changes.
• Governmental regulations regarding land use and environmental matters could increase the cost and limit the availability of our development and homebuilding projects and adversely affect our business or financial results.
• We are also subject to laws and regulations related to workers' health and safety, and there are efforts to subject homebuilders like us to other labor-related laws or rules, some of which may make us responsible for things done by our subcontractors over which we have little or no control.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:15 UTC. This page is informational and not investment advice.

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