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LEN

Lennar Corporation

Consumer Cyclical · Residential Construction

80.76USD

+0.3900 (+0.49%)

DescriptionHistoricalFinancialsRelative ValueResearchNewsDiscussionOptionsPrice Chart ↗Fundamental Chart ↗

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$1.31▼$1.74011
Next quarter$2.03▼$2.1629
Current year$5.54▼$5.9811
Next year$6.47▼$7.5701

Recent quarters

Beat in 1 of the last 4

QuarterEstimateActualSurprise
2026-05-31$1.23$1.31+0.08 (+6.1%)
2026-02-28$0.95$0.88-0.07 (-7.2%)
2025-11-30$2.18$2.03-0.15 (-6.8%)
2025-08-31$2.09$2-0.09 (-4.5%)

Wall Street coverage

417 ratings from 44 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
StoneXInitiatedHold—Sep 4, 2026
Truist SecuritiesMaintainedHold$90 $80Aug 6, 2026
CitigroupMaintainedNeutral$104 $88Jul 15, 2026
UBSMaintainedNeutral$107 $94Jun 16, 2026
JP MorganMaintainedUnderweight$80 $77Jun 16, 2026
B of A SecuritiesMaintainedUnderperform$84 $77Jun 15, 2026
RBC CapitalMaintainedUnderperform$88 $85Jun 15, 2026
BarclaysMaintainedUnderweight$80 $79Jun 15, 2026
Wells FargoMaintainedEqual-Weight$90 $85Jun 15, 2026
Evercore ISI GroupMaintainedUnderperform$82 $87Jun 15, 2026
Keefe, Bruyette & WoodsDowngraded from Market PerformUnderperform$97 $86Jun 9, 2026
Evercore ISI GroupMaintainedUnderperform$89 $82Apr 13, 2026
Wells FargoMaintainedEqual-Weight$100 $90Apr 8, 2026
BarclaysMaintainedUnderweight$85 $80Apr 8, 2026
Seaport GlobalDowngraded from BuySell$140 $74Apr 7, 2026
Keefe, Bruyette & WoodsMaintainedMarket Perform$105 $97Apr 1, 2026
Truist SecuritiesMaintainedHold$95 $90Mar 31, 2026
Keefe, Bruyette & WoodsMaintainedMarket Perform$115 $105Mar 18, 2026
Evercore ISI GroupMaintainedUnderperform$91 $89Mar 17, 2026
CitigroupMaintainedNeutral$113 $104Mar 17, 2026
UBSMaintainedNeutral$122 $107Mar 16, 2026
BarclaysMaintainedUnderweight$88 $85Mar 16, 2026
Truist SecuritiesMaintainedHold$110 $95Mar 16, 2026
Wells FargoMaintainedEqual-Weight$105 $100Mar 16, 2026
Evercore ISI GroupMaintainedUnderperform$92 $91Mar 16, 2026

Insider transactions

77 filings from 14 insiders · 0 buy / 0 sell over 6m

Officers and directors of LEN, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
SONNENFELD JEFFREY ALANDirectorGrant341$84.11$29kAug 31, 2026
OLIVERA ARMANDO JDirectorGrant535$84.11$45kAug 31, 2026
HUDSON SHERRILL WDirectorGrant14$84.27$1kJul 10, 2026
OLIVERA ARMANDO JDirectorGrant19$84.27$2kJul 10, 2026
SONNENFELD JEFFREY ALANDirectorGrant17$84.27$1kJul 10, 2026
GILLIAM THERON I JRDirectorGrant14$84.27$1kJul 10, 2026
WOLFE SERENADirectorGrant14$84.27$1kJul 10, 2026
SMITH DACONADirectorGrant14$84.27$1kJul 10, 2026
MCCLURE TERI PLUMMERDirectorGrant14$84.27$1kJul 10, 2026
BANSE AMY LDirectorGrant14$84.27$1kJul 10, 2026
OLIVERA ARMANDO JDirectorGrant501$89.78$45kMay 29, 2026
SONNENFELD JEFFREY ALANDirectorGrant320$89.78$29kMay 29, 2026
MILLER STUART A.Chief Executive OfficerGift2.0k——May 11, 2026
HUDSON SHERRILL WDirectorGrant12$94.45$1kApr 22, 2026
OLIVERA ARMANDO JDirectorGrant14$94.45$1kApr 22, 2026
SONNENFELD JEFFREY ALANDirectorGrant13$94.45$1kApr 22, 2026
GILLIAM THERON I JRDirectorGrant12$94.45$1kApr 22, 2026
WOLFE SERENADirectorGrant12$94.45$1kApr 22, 2026
SMITH DACONADirectorGrant12$94.45$1kApr 22, 2026
MCCLURE TERI PLUMMERDirectorGrant12$94.45$1kApr 22, 2026

Analyst Notes

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Analyst Ratings

13 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current11935Sell3.53
1 mo ago11835Sell3.56
2 mo ago11835Sell3.56
3 mo ago11835Sell3.56
Price target$86.23$67.00 – $120.00
+6.8% to target