LENConsumer Cyclical · Residential ConstructionThe 21 Wall Street analysts covering Lennar Corp. hold a median 12-month price target of $73 — -20.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 20 of 100 as at 5 Nov 2026 — in the weakest quartile.
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
Issuance (74): The share count has been shrinking and the company is not leaning on new borrowing.
Momentum (18): The shares have been drifting down relative to others.
Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 −20.3% from it.
Of the 20 most recent actions, 1 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Nov 2026 | Morgan Stanley | Maintains | Underweight | $65 → $58 |
| 2 Nov 2026 | Wells Fargo | Maintains | Equal-Weight | $75 → $80 |
| 7 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $80 → $75 |
| 7 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 6 Oct 2026 | Melius Research | Initiates | Sell | $72 |
| 6 Oct 2026 | Melius Research | Initiates | Sell | — |
| 1 Oct 2026 | Morgan Stanley | Initiates | Underweight | $65 |
| 1 Oct 2026 | Morgan Stanley | Initiates | Underweight | — |
| 22 Sept 2026 | Keefe, Bruyette & Woods | Maintains | Underperform | — |
| 22 Sept 2026 | Keefe, Bruyette & Woods | Maintains | Underperform | $85 → $75 |
| 21 Sept 2026 | Citigroup | Maintains | Neutral | $88 → $85 |
| 21 Sept 2026 | Citigroup | Maintains | Neutral | — |
| 18 Sept 2026 | Barclays | Maintains | Underweight | $79 → $70 |
| 18 Sept 2026 | Barclays | Maintains | Underweight | — |
| 18 Sept 2026 | Evercore ISI Group | Maintains | Underperform | $87 → $78 |
| 18 Sept 2026 | Evercore ISI Group | Maintains | Underperform | — |
| 18 Sept 2026 | RBC Capital | Maintains | Underperform | — |
| 18 Sept 2026 | RBC Capital | Maintains | Underperform | $85 → $69 |
| 17 Sept 2026 | Citizens | Reiterates | Market Perform | — |
| 17 Sept 2026 | Citizens | Reiterates | Market Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LEN appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Lennar Corp. returned −22.7% against +9.3% 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 41% of US stocks
Cheaper than 76% of US stocks
Cheaper than 69% of US stocks
Cheaper than 26% 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 57% of US stocks
Higher than 55% of US stocks
Higher than 67% of US stocks
Higher than 80% 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 $21.8B and an enterprise value of $27.0B.
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: 17.3×; forward P/E: 17.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.18%, 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 (LEN) closed the recent trading session at $86.09, down 5.42% from the prior day's close, while the market gained.
Why it matters — The session's decline relative to the broader market is a notable move for LEN watchers.
Lennar missed revenue and earnings estimates in a difficult quarter, while the industry's outlook is not expected to improve much anytime soon.
Why it matters — LEN watchers may weigh the company's recent results against a near-term industry outlook that remains challenging.
Lennar (LEN) closed at $83.45, down 1.34% from the preceding trading day.
Why it matters — The report notes a decline in LEN shares during the recent trading session.
The article reports that builder sentiment has fallen to its lowest point in over a decade, while homebuilders are cutting prices at a record pace. It says the pressure is spreading to suppliers, citing Whirlpool's post-market disclosure as a sign of broader housing-sector strain.
Why it matters — The reported decline in builder sentiment and price cuts may provide context for Lennar watchers assessing conditions across the homebuilding industry.
Third Avenue Real Estate Value Fund said valuations looked more favorable for international property companies than for some larger U.S. companies. During the quarter, it exited D.R. Horton and made several other portfolio changes, including initiating positions in Scentre Group and Home Depot.
Why it matters — The fund’s exit from D.R. Horton, a homebuilder, may be relevant to LEN watchers as portfolio activity in a peer, though the excerpt gives no reason specific to Lennar.
The 21 Wall Street analysts covering Lennar Corp. have a median 12-month price target of $73, with estimates ranging from $58 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 21 analysts covering Lennar Corp., 2 rate it a Buy, 9 a Hold and 10 a Sell. Ticker Nerd's systematic factor model ranks Lennar Corp. 20 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, Lennar Corp. ranks 20 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 Issuance (74 of 100).
No one can know that. What the data says: the median 12-month target from 21 analysts implies -20.3% from the last close, and Ticker Nerd's factor model ranks Lennar Corp. 20 out of 100 as at 5 Nov 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: $58 to $120 over the next 12 months.
Lennar Corp. returned -22.7% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Lennar Corporation is a residential real estate company focused primarily on designing, constructing, and selling single-family attached and detached homes across major U.S. housing markets.
The most recent item we track (Zacks Investment Research, 4 Nov 2026): "Lennar (LEN) Stock Sinks As Market Gains: What You Should Know". Lennar (LEN) closed the recent trading session at $86.09, down 5.42% from the prior day's close, while the market gained.
Lennar Corporation is a residential real estate company focused primarily on designing, constructing, and selling single-family attached and detached homes across major U.S. housing markets. Its homebuilding operations also include acquiring, developing, and selling residential land, supporting the delivery of communities for a broad range of buyers. Through its Financial Services segment, Lennar Corporation provides mortgage financing, title insurance, escrow, and closing services that help facilitate residential property transactions. Its Multifamily segment develops, constructs, and manages rental apartment communities, serving the growing demand for professionally operated housing. Additional activities include investment management, asset management, funds, and selected technology-related investments through Lennar Other. Headquartered in Miami, Florida, Lennar Corporation connects home construction, housing finance, land development, and rental property operations within an integrated real estate platform. Its combination of business segments gives it a significant role across the residential property market, from land and construction through financing, transaction support, and long-term rental management.
CEO Mr. Stuart A. Miller · 12,532 employees · United States · https://www.lennar.com
