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    Lennar Corporation (LEN-B)

    Official site

    CONSUMER CYCLICAL • RESIDENTIAL CONSTRUCTION • NYSE

    $77.04
    +4.11 (+5.64%)

    Market Cap: $17.35B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    69%(25/36)
    Avg Surprise
    +15.89%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Feb 28, 2027
    EPS Consensus$N/A
    Revenue Consensus
    $7.0B
    Range$6.3B - $8.0B
    5 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Feb 27EST
    		-N/A---
    Aug 26
    Reported Sep 16
    		$1.19N/AN/ABeat-47.9%
    May 26
    Reported Jun 11
    		$1.27N/AN/ABeat-30.1%
    Feb 26
    Reported Mar 12
    		$0.94N/AN/ABeat-52.1%
    Nov 25
    Reported Jan 28
    		$1.93N/AN/ABeat-50.6%
    Aug 25
    Reported Sep 18
    		$2.29$2.16+6.02%Beat-46.2%
    May 25
    Reported Jun 16
    		$1.81$1.95-7.18%Miss-47.5%
    Feb 25
    Reported Mar 20
    		$1.96$1.76+11.31%Beat-23.8%
    Nov 24
    Reported Dec 12
    		$3.90$4.20-7.14%Miss-19.1%
    Aug 24
    Reported Sep 19
    		$4.26$3.63+17.36%Beat+10.1%
    May 24
    Reported Jun 17
    		$3.45$3.24+6.48%Beat+14.6%
    Feb 24
    Reported Mar 13
    		$2.57$2.20+16.82%Beat+24.8%
    Nov 23
    Reported Dec 14
    		$4.82$4.57+5.47%Beat+5.9%
    Aug 23
    Reported Sep 14
    		$3.87$3.52+9.94%Beat-23.1%
    May 23
    Reported Jun 14
    		$3.01$2.31+30.30%Beat-33.0%
    Feb 23
    Reported Mar 14
    		$2.06$1.55+32.90%Beat+21.9%
    Nov 22
    Reported Dec 14
    		$4.55$4.89-6.95%Miss+16.4%
    Aug 22
    Reported Sep 21
    		$5.03$4.81+4.57%Beat+11.3%
    May 22
    Reported Jun 21
    		$4.49$3.99+12.53%Beat+69.4%
    Feb 22
    Reported Mar 16
    		$1.69$2.60-35.00%Miss-47.2%
    Nov 21
    Reported Dec 15
    		$3.91$4.15-5.78%Miss+38.7%
    Aug 21
    Reported Sep 20
    		$4.52$3.26+38.65%Beat+113.2%
    May 21
    Reported Jun 16
    		$2.65$2.38+11.34%Beat+60.6%
    Feb 21
    Reported Mar 16
    		$3.20$1.71+87.13%Beat+152.0%
    Nov 20
    Reported Dec 16
    		$2.82$2.36+19.49%Beat+32.4%
    Aug 20
    Reported Sep 14
    		$2.12$1.55+36.77%Beat+33.3%
    May 20
    Reported Jun 15
    		$1.65$1.24+33.06%Beat+26.9%
    Feb 20
    Reported Mar 19
    		$1.27$0.85+49.41%Beat+71.6%
    Nov 19
    Reported Jan 8
    		$2.13$1.90+12.11%Beat-12.0%
    Aug 19
    Reported Oct 2
    		$1.59$1.32+20.45%Beat+16.1%
    May 19
    Reported Jun 25
    		$1.30$1.15+13.04%Beat+38.3%
    Feb 19
    Reported Mar 27
    		$0.74$0.75-1.33%Miss+39.6%
    Nov 18
    Reported Jan 9
    		$2.42$1.92+26.04%Beat+87.6%
    Aug 18
    Reported Oct 3
    		$1.37$1.21+13.22%Beat+31.7%
    May 18
    Reported Jun 26
    		$0.94$0.45+108.89%Beat+5.1%
    Feb 18
    Reported Apr 4
    		$0.53$0.77-31.17%Miss-3.7%
    Nov 17
    Reported Jan 10
    		$1.29$1.48-12.84%Miss-2.3%
    Aug 17
    Reported Oct 3
    		$1.04$1.53-32.03%Miss-
    May 17
    Reported Jun 20
    		$0.89$1.06-15.61%Miss-
    Feb 17
    Reported Mar 21
    		$0.55$0.81-32.04%Miss-
    Nov 16
    Reported Dec 19
    		$1.32$0.56+135.71%Beat-

    Dividends

    Dividend Metrics

    Forward Yield2.60%
    Forward Annual Dividend$2.00
    Payout Ratio36.25%
    Pay MonthsFeb, May, Jul, Oct

    Growth

    3Y CAGR+10.06%
    5Y CAGR+26.19%
    LEN-B dividend history and ex-dividend datesRun LEN-B in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio14.46EV/EBITDA10.71x
    Price/FCF20.35xFCF Yield4.91%
    Profitability
    Profit Margin4.09%Operating Margin5.69%
    ROE5.96%ROIC6.44%
    Financial Health
    Debt/Equity0.20xInterest Coverage203.82x
    Current Ratio8.38xQuick Ratio1.17x
    Trading Statistics
    Beta1.38Avg Volume155.45K
    52-Week High$122.6552-Week Low$71.27

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$75.50
    SMA 20$77.32
    SMA 50$80.22
    SMA 200$88.41
    EMA 10$75.89
    EMA 20$76.99
    EMA 50$79.33
    EMA 200$87.81

    MACD

    Line: -1.42Signal: -1.30Hist: -0.12

    ADX

    ADX: 15.0+DI: 14.6-DI: 20.4

    Aroon & PSAR

    Aroon Up64.0
    Aroon Down96.0
    PSAR$80.03

    Bollinger Bands

    Upper Band$82.73
    Lower Band$71.90
    %B Position1401%(Upper)
    Band Width0.47

    RSI (14-Day)

    Neutral
    48.8

    Momentum Oscillators

    Stoch %K27.0
    Stoch %D21.4
    Williams %R-51.8
    ROC (10d)-4.3%
    Momentum-3.43
    CCI (20d)-29.3
    MFI (14d)37.3

    Volatility Measures

    ATR (14d)$3.18(4.1%)
    StdDev (20d)2.71
    Hist Vol52.4%(High)

    Volume Flow

    VWAP$76.50
    OBV-1.1M
    AD Line-31.1M
    CMF (20d)-0.175

    Volume Metrics

    Avg Vol (20d)152.3K
    Vol Ratio1.0x
    VWMA (20d)$77.13

    Pivot Points

    R3$80.23
    R2$78.10
    R1$75.52
    Pivot Point$73.39
    S1$70.81
    S2$68.68
    S3$66.10

    Advanced Oscillators

    TSI-11.82
    Ultimate Osc50.9
    KST-54.38

    Financial Data

    QuarterAug 2026May 2026Feb 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024Aug 2024May 2024Feb 2024Nov 2023
    Total Revenue$8.05B$7.94B$6.62B$9.37B$8.81B$8.38B$7.63B$9.95B$9.42B$8.77B$7.31B$10.97B
    Cost of Revenue$6.71B$7.45B$6.23B$8.54B$7.92B$7.57B$6.77B$8.39B$7.94B$7.37B$6.24B$31.56M
    Gross Profit$1.33B$490.47M$390.70M$829.05M$892.60M$804.43M$861.05M$1.56B$1.47B$1.40B$1.08B$10.94B
    Operating Expenses$872.76M$142.05M$157.64M$162.09M$171.40M$155.85M$147.38M$170.01M$164.67M$156.98M$157.32M$136.34M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$851.92M$136.15M$157.64M$162.09M$171.40M$155.85M$147.38M$170.01M$164.67M$156.98M$157.32M$136.34M
    Operating Income$459.81M$348.43M$233.06M$666.96M$721.20M$648.58M$713.67M$1.39B$1.31B$1.24B$917.89M$1.91B
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$59.17M$55.28M$0$0$49.30M$37.18M$31.65M$4.47M$43.78M$0$44.13M$74.54M
    Income Before Tax$387.08M$413.19M$302.45M$683.04M$790.70M$641.88M$698.24M$1.46B$1.54B$1.26B$930.79M$1.78B
    Income Tax Expense$101.59M$105.06M$69.09M$185.09M$190.89M$160.06M$169.53M$358.06M$347.86M$300.47M$210.87M$416.78M
    Net Income$283.88M$308.13M$229.38M$490.24M$590.97M$477.45M$519.53M$1.10B$1.16B$954.31M$719.33M$1.36B
    EBITDA$446.25M$503.79M$335.84M$718.02M$824.87M$675.71M$729.57M$1.49B$1.56B$1.29B$957.92M$1.91B
    EBITN/A$468.47M$302.45M$683.04M$790.70M$641.88M$698.24M$1.46B$1.54B$1.26B$930.79M$1.91B
    * Some calculated fields are derived from available data when not provided by source

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    News

    UBS cuts Lennar target to $94 as analysts revise views

    UBS has lowered its price target for Lennar Corp to $94, following the homebuilder's mixed Q2 FY26 results where earnings beat estimates but revenue missed. Several other analysts, including JP Morgan and Wells Fargo...

    scanx.trade•10/5/26•Neutral

    Berkshire Stakes Another $136.4 Million on Lennar as Housing Bets Pile Up

    Berkshire Hathaway has increased its stake in Lennar Corp. by purchasing an additional 1.68 million shares for approximately $136.4 million...

    AD HOC NEWS•9/26/26•Neutral

    Berkshire Hathaway buys $136m in Lennar shares

    Berkshire Hathaway recently purchased approximately $136 million worth of Lennar Corp. shares between September 23 and September 25, 2026. The acquisitions involved both Class A and Class B common stock...

    Investing.com•9/25/26•Neutral

    Berkshire Hathaway Builds 10% Stake In Homebuilder Lennar

    Berkshire Hathaway has acquired a 10% stake in Lennar Corp. (LEN), the second-largest U.S. homebuilder, purchasing 2.7 million Class A shares over three trading days. This investment, valued at $1.80 billion...

    Baystreet.ca•9/23/26•Neutral

    Lennar Corp (STU:LNN0) - Valuation Measures & Financial Statistics

    This GuruFocus article provides an extensive list of valuation measures and financial statistics available for Lennar Corp (STU:LNN0). It details various categories such as operating data, fundamental metrics...

    GuruFocus•8/15/26•Neutral

    LEN-B Valuation and Fair Value

    P/E
    14.5x
    Forward P/E
    15.4x
    EV/EBITDA
    10.7x
    P/FCF
    20.3x
    PEG
    11.1x
    P/B
    0.8x
    See GNG's fair value

    LEN-B Profitability: Margins, ROIC and FCF

    Gross margin
    9.5%
    Operating margin
    5.7%
    Net margin
    4.1%
    ROIC
    6.4%
    ROE
    6.0%
    FCF margin
    2.8%
    FCF yield
    4.9%

    LEN-B Competitors

    CompanyTicker
    Tractor Supply CompanyTSCO
    Burlington Stores IncBURL
    Amer Sports, Inc.AS
    Hesai Group Sponsored ADRHSAI
    Magna International IncMGA
    Ball CorporationBALL
    International PaperIP
    Stellantis NVSTLA

    Sector: Consumer Cyclical

    LEN-B Bull Case vs Bear Case

    Bull case

    • LEN-B beat EPS estimates in 75.0% of its last 8 reported quarters.

    Bear case

    • LEN-B's quarterly revenue changed -8.7% year over year.

    LEN-B Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    6.1%

    LEN-B Dividend

    Forward yield
    2.6%
    Payout ratio
    36.3%
    3Y DPS growth
    10.1%
    5Y DPS growth
    26.2%
    Pay months
    Feb, May, Jul, Oct
    LEN-B dividend history

    Frequently Asked Questions About LEN-B

    What is LEN-B's current dividend yield?

    Lennar Corporation (LEN-B) has a forward dividend yield of 2.60%.

    Does LEN-B pay dividends?

    Yes, Lennar Corporation pays dividends with a forward dividend yield of 2.60%.

    What is LEN-B's P/E ratio?

    Lennar Corporation has a price-to-earnings (P/E) ratio of 14.46.

    What is LEN-B's market cap?

    Lennar Corporation (LEN-B) has a market capitalization of $17.35B with a current stock price of $77.04.

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