LEN
Lennar
Consumer Discretionary · Homebuilding · US
$82.73
Close 2026-05-15
✓ ETHICAL PASS

NARROW MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$20.4B
Trailing P/E
11.90
Forward P/E
10.90
Rev Growth
-13.3%
Profit Margin
5.4%
ROE
8.1%
Analyst Target
$91.50
Recommendation
HOLD
About Lennar

Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company's homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land; and development, construction, and management of multifamily rental properties. It also offers residential mortgage financing, title insurance, and closing services for home buyers and others, as well as originating and selling securitization commercial mortgage loans. In addition, the company is involved in fund investment activities. It primarily serves first-time, move-up, active adult, and luxury homebuyers. The company was founded in 1954 and is based in Miami, Florida.

Opportunity Summary
Trading at $83 against a fair value of $101, a 18% discount. Passes all ethical screens. Ranks better than 96% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.17%)PASS
Cash Ratio (0.01%)PASS
Receivables Ratio (0.15%)PASS
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 89.5
Score Valuation: 77.5
Score Quality: 35.2
Score Combined: 56.6
Fair Value Est: $100.95 · Margin of Safety: +18.0% · Tier: OPPORTUNITY

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality21.4
Cash Flow100.0
Moat70.0
Balance Sheet97.8
Debt Purity48.3
Liquid Purity97.0
Rev Purity100.0
Compliance77.8
Tier: GOLD · Score: 81.9 · Rank: #49
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-06-161.25Pending--
2026-03-120.950.88-7.2%
2025-12-162.182.03-6.8%
2025-09-182.092.00-4.5%
2025-06-161.941.90-2.0%
2025-03-201.712.14+24.9%
2024-12-184.124.03-2.3%
2024-09-193.623.90+7.7%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-02-28$6.6B$229.4M$266.5M$390.7M$233.1M0.93
2025-11-30$9.4B$490.2M$701.9M$829.0M$667.0M1.93
2025-08-31$8.8B$591.0M$755.4M$892.6M$721.2M2.29
2025-05-31$8.4B$477.4M$682.4M$804.4M$648.6M1.81
2025-02-28$7.6B$519.5M$745.0M$861.1M$713.7M1.96
Insider Transactions
DateNameRoleSharesValue
2026-05-11MILLER STUART A.Chief Executive Officer2,000--
2026-04-22MCCLURE TERI PLUMMERDirector12$1.1K
2026-04-22OLIVERA ARMANDO JDirector14$1.3K
2026-04-22BANSE AMY LDirector12$1.1K
2026-04-22HUDSON SHERRILL WDirector12$1.1K
2026-04-22SONNENFELD JEFFREY ALANDirector13$1.2K
2026-04-22GILLIAM THERON I JRDirector12$1.1K
2026-04-22WOLFE SERENADirector12$1.1K
2026-04-22SMITH DACONADirector12$1.1K
2026-04-08MCCLURE TERI PLUMMERDirector2,313--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.18.3M$1.6B0.1%
Vanguard Capital Management LLC12.9M$1.2B0.1%
Eagle Capital Management LLC10.9M$966.8M0.1%
Greenhaven Associates, Inc.10.6M$944.8M0.0%
Berkshire Hathaway, Inc10.1M$897.5M0.0%
State Street Corporation10.0M$891.9M0.0%
Vanguard Portfolio Management LLC9.5M$846.5M0.0%
Aristotle Capital Management, LLC8.3M$741.6M0.0%
Manufacturers Life Insurance Co.6.0M$531.1M0.0%
Geode Capital Management, LLC5.8M$511.2M0.0%
Analyst Recommendations
3 Months Ago
2
9
3
5
19 analysts
2 Months Ago
3
10
2
5
20 analysts
Last Month
1
2
9
2
5
19 analysts
Current
1
1
9
3
5
19 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$18.6B
Price/Book
1.00
Beta
1.422
Analysts
14
Total Revenue (TTM)
$33.2B
Total Debt
$5.5B
Earnings Growth
-52.6%
Dividend Yield
2.4%
Rec. Mean
3.42
Short Ratio
0.15
Short % Float
0.0%
Employees
12,532

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 56.6 (P89 — top 11.4% of scored tickers). Narrow Moat. Ethical PASS. 14 analysts at Hold.
Price: $82.73 | Target: $91.50 (+11%) | Fair Value: $100.95 (+22%)
Score
57
Moat
NARROW
Conviction
Standard
Upside
+11%
The Fundamentals
Revenue Growth-13.3%
Profit Margin5.4%
ROE8.1%
Forward P/E10.9
Market Cap$20.4B
Earnings Track Record
DateEstimateReportedSurprise
2026-06-16$1.25Pending
2026-03-12$0.95$0.88-7.2%
2025-12-16$2.18$2.03-6.8%
2025-09-18$2.09$2.00-4.5%
2025-06-16$1.94$1.90-2.0%
2025-03-20$1.71$2.14+24.9%
Position Sizing Scenarios
Stop: $70.32 (-15%) | Entry: $82.73
SharesCostProfit to TargetR:R
To Consensus ($91.50, 14 analysts)
10$827.35+$87.70 (11%)0.7R
50$4,136.75+$438.50 (11%)0.7R
100$8,273.50+$877.00 (11%)0.7R
To Fair Value ($100.95)
10$827.35+$182.20 (22%)1.5R
50$4,136.75+$911.00 (22%)1.5R
100$8,273.50+$1,822.00 (22%)1.5R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Lennar passes all ethical screens and holds a narrow competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
41.5
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.9%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.7%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-1.08
above 1.0 is good
Max Drawdown
-54.5%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
1.4x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
37.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
PHM0.894
DHI0.886
KBH0.858
MTH0.853
TMHC0.832
Inverse Correlated
TickerCorrelation
USO-0.178
BNO-0.178
LPTVQ-0.171
FIGR-0.142
SUKOON.AE-0.131
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Wednesday
Best Month
Aug
Worst Month
Dec
Fri-Mon Effect
0.23913549718510962
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-3.1%
Beat Drift Positive %
33.3%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-5.1%
3M Return
-22.9%
6M Return
-22.4%
12M Return
-13.6%
Momentum Rank
#4016
Momentum Signal
DOWN

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