LENConsumer Cyclical · Residential ConstructionThe 19 Wall Street analysts covering Lennar Corp. hold a median 12-month price target of $85 — +11.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 19 of 100 as at 19 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Lennar Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (73): The share price has been relatively steady.
Momentum (13): The shares have been drifting down relative to others.
Size (11): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LEN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +11.2% from it.
Of the 20 most recent actions, 0 moved their price target up and 8 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Sept 2026 | Barclays | Maintains | Underweight | $79 → $70 |
| 18 Sept 2026 | Evercore ISI Group | Maintains | Underperform | $87 → $78 |
| 18 Sept 2026 | RBC Capital | Maintains | Underperform | $85 → $69 |
| 17 Sept 2026 | Citizens | Reiterates | Market Perform | — |
| 16 Sept 2026 | Truist Securities | Maintains | Hold | $80 → $75 |
| 14 Sept 2026 | B of A Securities | Maintains | Underperform | $77 → $70 |
| 11 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | $85 → $80 |
| 4 Sept 2026 | StoneX | Initiates | Hold | — |
| 4 Sept 2026 | StoneX | Initiates | Hold | — |
| 6 Aug 2026 | Truist Securities | Maintains | Hold | $90 → $80 |
| 6 Aug 2026 | Truist Securities | Maintains | Hold | — |
| 15 July 2026 | Citigroup | Maintains | Neutral | $104 → $88 |
| 15 July 2026 | Citigroup | Maintains | Neutral | — |
| 16 June 2026 | JP Morgan | Maintains | Underweight | — |
| 16 June 2026 | UBS | Maintains | Neutral | — |
| 15 June 2026 | B of A Securities | Maintains | Underperform | — |
| 15 June 2026 | Barclays | Maintains | Underweight | — |
| 15 June 2026 | Evercore ISI Group | Maintains | Underperform | — |
| 15 June 2026 | RBC Capital | Maintains | Underperform | — |
| 15 June 2026 | Wells Fargo | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LEN appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, Lennar Corp. returned −41.3% against +16.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 47% of US stocks
Cheaper than 79% of US stocks
Cheaper than 77% of US stocks
Cheaper than 32% of US stocks
Higher than 17% of US stocks
Higher than 10% of US stocks
Higher than 7% of US stocks
Higher than 56% of US stocks
Higher than 58% of US stocks
Higher than 54% of US stocks
Higher than 68% of US stocks
Higher than 55% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lennar Corp. has a market value of $18.4B and an enterprise value of $23.2B.
Revenue in the twelve months to 31 May 2026: $32.7B. The latest quarter shrank 8.7% year on year.
Net income over the same four quarters: $1.6B, a 5.0% net margin.
Diluted earnings per share, trailing twelve months: $6.39.
Free cash flow in the twelve months to 31 May 2026: $716.8M, after $15.4M of capital spending.
Lennar Corp. spent $1.2B on share buybacks and $502.3M on dividends in the twelve months to 31 May 2026.
Trailing P/E: 14.5×; forward P/E: 14.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.62%, paying out 38% of earnings.
Lennar Corp. employs 12,532 people — $2.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lennar Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Lennar's fiscal Q3 2026 earnings missed expectations. Analysts had set a relatively low bar, reflecting expectations of continued pressure on the homebuilder amid a challenging housing market.
Why it matters — A Lennar watcher would care because the earnings miss signals ongoing pressure on the homebuilder from a difficult U.S. housing market.
Lennar reported a third-quarter earnings miss, though the report suggests the shortfall conceals a stronger underlying operating story amid the housing downturn. The company faces hurdles, but these are described as near-term issues that could distract from more important long-term factors.
Why it matters — A Lennar watcher would care because the Q3 miss may obscure a more favorable operating picture, and distinguishing temporary headwinds from longer-term fundamentals is key to assessing the company.
Lennar Corporation held its Q3 2026 earnings call, and a transcript of the call was published on Seeking Alpha. The item is a transcript of the company's quarterly earnings discussion.
Why it matters — A transcript of Lennar's Q3 2026 earnings call gives LEN watchers a direct record of management's commentary on the company's quarterly performance.
Lennar reported third-quarter 2026 results that met its delivery guidance. The company navigated higher mortgage rates, affordability pressures, and increased competition from resale homes.
Why it matters — LEN watchers would care because meeting delivery guidance amid mortgage-rate and affordability headwinds signals how the homebuilder is faring in a challenging housing market.
Lennar Corp reported a 52% drop in third-quarter net earnings to $284 million ($1.19 per diluted share), down from $591 million ($2.29) a year earlier, and cut its annual delivery target. The homebuilder's quarterly results reflect the earnings decline and reduced full-year delivery forecast.
Why it matters — A Lennar watcher would care because the significant earnings decline and lowered annual delivery guidance signal weaker homebuilding demand and could affect the company's outlook.
The 19 Wall Street analysts covering Lennar Corp. have a median 12-month price target of $85, with estimates ranging from $67 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering Lennar Corp., 2 rate it a Buy, 9 a Hold and 8 a Sell. Ticker Nerd's systematic factor model ranks Lennar Corp. 19 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, Lennar Corp. ranks 19 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (73 of 100).
No one can know that. What the data says: the median 12-month target from 19 analysts implies +11.2% from the last close, and Ticker Nerd's factor model ranks Lennar Corp. 19 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lennar Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LEN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $67 to $120 over the next 12 months.
Lennar Corp. returned -41.3% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Lennar Corp. Class A Common Stock is the equity security representing ownership in Lennar Corp., a major U.S.
The most recent item we track (MarketBeat, 19 Sept 2026): "Lennar's Earnings Miss May Be Sending a Bigger Warning About U.S. Housing". Lennar's fiscal Q3 2026 earnings missed expectations. Analysts had set a relatively low bar, reflecting expectations of continued pressure on the homebuilder amid a challenging housing market.
Lennar Corp. Class A Common Stock is the equity security representing ownership in Lennar Corp., a major U.S. homebuilder and real estate services company. Lennar’s current business centers on the construction and sale of single-family attached and detached homes, the acquisition and development of residential land, and the delivery of title insurance, mortgage financing, and closing services through its financial services operations. The company also develops and manages multifamily rental properties, giving it exposure to both for-sale housing and rental housing markets. Its operations are organized across homebuilding and related service segments that support buyers at different stages of the housing market, from entry-level to move-up communities. Lennar Corp. plays a significant role in the U.S. residential construction industry by combining homebuilding with financing, land development, and multifamily property activities.
CEO Mr. Stuart A. Miller · 12,532 employees · United States · https://www.lennar.com
