LEN Lennar Corporation
USConsumer CyclicalAs of 2026-10-08
Why LEN matters now
Lennar Corporation (LEN) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $77.60 with +1.92% on the session and $19.27B in market capitalization; recent performance reads 1-month +8.11% and YTD -12.71%.
The latest financial table shown here is Q2 2026, with revenue of $7.94B, net income of $308.1M, and EPS of $1.23. Investors can compare that operating picture with valuation signals such as P/E 12.60 and FCF yield 0.1%.
InvestLog's latest related AI research is a Insider Buy note titled "Berkshire Hathaway Inc buys $192.6M of LEN". The latest indexable market news headline is "LENNAR CORPORATION INVESTIGATION: LEN Securities Investors Encouraged to Contact Kirby McInerney LLP About Their Rights" from GlobeNewsWire.
Additional event context on this page matters because analyst consensus is Sell with a median target of $85.00; recent insider activity includes OLIVERA ARMANDO J filing A-Award; recent congressional disclosure data includes Ro Khanna Purchase. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
12.60
PEG
—
P/B
1.01
P/S
0.68
EV/EBITDA
11.36
DCF Value
$139.75
FCF Yield
0.1%
Div Yield
2.2%
Margins & Returns
Gross Margin
8.0%
Operating Margin
6.0%
Net Margin
4.9%
ROE
7.4%
ROA
4.8%
ROIC
4.6%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $7.94B | $308.1M | $1.23 |
| Q1 2026 | $6.62B | $229.4M | $0.94 |
| Q4 2025 | $9.37B | $490.2M | $1.93 |
| FY 2025 | $34.19B | $2.08B | $7.98 |
Analyst Ratings
Consensus
Sell
Target (Consensus)
$89.17
Target (Median)
$85.00
Target Range
$67.00 - $125.00
Trading Activity
Insider Trades
Congress Trades
Related AI Research
Berkshire Hathaway Inc buys $192.6M of LENBerkshire Hathaway Inc 内部增持 莱纳建筑公司 (LEN) $192.6M
Berkshire Hathaway Inc (10% Owner) bought 2,418,637 shares of Lennar Corporation (LEN) from 2026-10-01 to 2026-10-02, at an average price of $79.65, for approximately $192.6M.Berkshire Hathaway Inc（10% Owner）于 2026-10-01 至 2026-10-02 买入 Lennar Corporation（LEN）2,418,637 股，平均价格 $79.65，合计约 $192.6M。该交易于 2026-10-05 通过 SEC 原始 Form 4 披露。
Morgan Stanley initiates coverage of LEN with UnderweightMorgan Stanley 首次覆盖 莱纳建筑公司 (LEN)，初始评级 减持（Underweight）
On 2026-10-01, Morgan Stanley initiated coverage of LEN with a Underweight rating.Morgan Stanley 于 2026-10-01 首次覆盖 LEN，初始评级为 减持（Underweight）。
Berkshire Hathaway Inc buys $53.9M of LENBerkshire Hathaway Inc 内部增持 莱纳建筑公司 (LEN) $53.9M
Berkshire Hathaway Inc (10% Owner) bought 660,410 shares of Lennar Corporation (LEN) from 2026-09-28 to 2026-09-30, at an average price of $81.59, for approximately $53.9M.Berkshire Hathaway Inc（10% Owner）于 2026-09-28 至 2026-09-30 买入 Lennar Corporation（LEN）660,410 股，平均价格 $81.59，合计约 $53.9M。该交易于 2026-09-30 通过 SEC 原始 Form 4 披露。
Related Stocks
Latest News
Company Info
Sector
Consumer Cyclical
Industry
Residential Construction
Country
US
Exchange
—
Beta
1.40
Lennar Corporation, an influential homebuilder in the United States, operates primarily under its widely recognized Lennar brand, alongside its various subsidiaries. The company structures its diverse business initiatives across several distinct divisions: regional homebuilding segments (East, Central, Texas, and West), a Financial Services arm, a Multifamily property development unit, and a broader "Lennar Other" category. At the heart of its operations, Lennar is deeply involved in the creation and sale of single-family homes, encompassing both attached and detached designs. Its activities also span the acquisition, development, and subsequent sale of land designated for residential use, in addition to the comprehensive development, construction, and ongoing management of rental properties in the multifamily sector. Expanding beyond physical construction, Lennar provides essential services such as residential mortgage financing, title protection, and closing services for its clientele and other interested parties. It also actively originates and divests securitized commercial mortgage loans. Furthermore, the corporation participates in strategic fund investment endeavors. Lennar's extensive customer base primarily caters to first-time purchasers, individuals seeking to upgrade their homes, active adult communities, and the luxury housing market. This enterprise, founded in 1954, is officially based in Miami, Florida.