Analyst Price Targets — LEN
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| January 13, 2026 11:42 am | — | Goldman Sachs | $125.00 | $120.90 | TheFly | Lennar price target raised to $125 from $120 at Goldman Sachs |
| January 9, 2026 12:13 pm | — | RBC Capital | $88.00 | $109.55 | TheFly | Lennar price target lowered to $88 from $95 at RBC Capital |
| January 6, 2026 11:11 am | John Lovallo | UBS | $122.00 | $105.40 | TheFly | Lennar downgraded to Neutral from Buy at UBS |
| December 18, 2025 1:12 pm | John Lovallo | UBS | $137.00 | $109.33 | TheFly | Lennar price target lowered to $137 from $161 at UBS |
| December 18, 2025 12:26 pm | Susan Maklari | Goldman Sachs | $120.00 | $112.23 | TheFly | Lennar price target lowered to $120 from $126 at Goldman Sachs |
| December 18, 2025 12:13 pm | — | BTIG | $90.00 | $112.23 | TheFly | Lennar price target lowered to $90 from $96 at BTIG |
| December 18, 2025 11:43 am | — | Wells Fargo | $110.00 | $112.23 | TheFly | Lennar price target lowered to $110 from $125 at Wells Fargo |
| December 18, 2025 10:48 am | Matthew Bouley | Barclays | $88.00 | $112.23 | TheFly | Lennar price target lowered to $88 from $98 at Barclays |
| December 18, 2025 9:56 am | — | Evercore ISI | $92.00 | $112.23 | TheFly | Lennar downgraded to Underperform from In Line at Evercore ISI |
| December 17, 2025 9:14 pm | — | RBC Capital | $95.00 | $112.23 | TheFly | Lennar downgraded to Underperform from Sector Perform at RBC Capital |
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Latest News for LEN

Camelot Portfolios LLC purchased a new position in shares of Lennar Corporation (NYSE: LEN) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 10,144 shares of the construction company's stock, valued at approximately $1,043,000. Several other institutional investors and hedge

One problem with lowering the cost of capital is when you have to raise it. That's the overly simplistic issue pitting prospective homebuyers against a market with a chronic lack of supply.

D.R. Horton is my clear top pick among homebuilders, rated 'Buy,' while Lennar remains a 'Hold.' DHI's asset-light model, superior efficiency, and management quality position it to outperform through inflation-driven down cycles. Despite similar valuations, DHI's fundamentals decisively outshine LEN's, especially in return metrics and business model execution.

MIAMI, April 8, 2026 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's leading homebuilders, announced that its Board of Directors has declared a quarterly cash dividend of $0.50 per share for both Class A and Class B common stock payable on May 6, 2026 to holders of record at the close of business on April 22, 2026. About Lennar Lennar Corporation, founded in 1954, is one of the nation's…

Homebuilder and home improvement stocks are down due to rising mortgage rates. There isn't much relief in sight for the housing market.
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