Lennar Corporation (LEN)

LEN price $83.60 +5.90 +7.59%

Ticker
LEN
Price
$83.60
Change
+5.90 +7.59%
Market cap ?
$19.89B
P/E ?
14.69
Forward P/E ?
17.34
Dividend yield ?
2.57%
Sector
Consumer Cyclical
Industry
Residential Construction
Stocklytics score
41
Value
71
Quality
40
Growth
12

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"…

Fair value

LEN fair value $35.29 versus price $83.60 (-57.79%).

Assumptions: 5-year discounted cash flow. Growth -0.51% (Analyst revenue growth, capped between -5% and 25%), discount 10.00%, terminal growth 2.50%. Analyst revenue or earnings growth is capped between -5% and 25%. Equity value is the present value of free cash flow minus net debt, divided by shares. A result below the trading price can still match those inputs. FMP's DCF ($132.23) is a separate model and only a cross-check.

Financial Modeling Prep DCF cross-check: $132.23.

Compare LEN

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-12-15—1.47—8.73B
2026-09-161.231.288.00B8.32B
2026-06-111.241.247.94B8.08B
2026-03-120.930.956.62B6.84B
2025-12-161.932.219.37B9.00B
2025-09-182.002.108.80B8.97B
2025-06-161.901.948.35B8.18B
2025-03-202.141.707.62B7.43B
2024-12-184.034.219.95B10.06B
2024-09-194.263.639.39B9.14B
2024-06-173.453.248.78B8.48B
2024-03-132.572.207.29B7.39B
2023-12-144.824.5911.03B10.22B
2023-09-143.873.518.73B9.36B
2023-06-143.012.328.04B7.87B
2023-03-142.061.556.48B6.74B
2022-12-144.564.9210.17B9.97B
2022-09-215.194.878.91B8.93B
2022-06-214.493.968.36B8.12B
2022-03-161.692.606.20B6.16B
2021-12-154.364.148.43B8.51B
2021-09-203.273.246.94B6.88B
2021-06-162.402.366.44B5.85B
2021-03-162.041.655.33B3.82B
2020-12-162.822.386.82B6.53B
2020-09-142.121.555.87B4.32B
2020-06-151.651.185.26B3.78B
2020-03-191.270.844.51B2.98B
2020-01-082.131.906.98B6.22B
2019-10-021.591.325.86B4.86B
2019-06-251.301.145.55B8.27B
2019-03-270.740.753.87B3.92B
2019-01-091.841.926.46B5.12B
2018-10-031.301.215.68B5.01B
2018-06-261.580.455.44B4.05B
2018-04-041.110.922.99B4.33B
2018-01-101.291.483.78B4.34B
2017-10-031.061.013.27B3.11B
2017-06-200.910.783.25B2.80B
2017-04-100.590.552.35B2.30B

Dividends

Yield 2.39%. Payout ratio 37.55%. Frequency Quarterly.

Dividend safety is 88/100 (Safe). The score adds four parts worth 25 points each: Payout ratio is 38% of earnings.; Dividends use a moderate share of free cash flow.; Dividends were paid in 43 separate years.; Yield is 2.4%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-10-07$0.502026-10-072026-10-22Quarterly
2026-07-10$0.502026-07-102026-07-24Quarterly
2026-04-22$0.502026-04-222026-05-06Quarterly
2026-02-04$0.502026-02-042026-02-19Quarterly
2025-10-10$0.502025-10-102025-10-27Quarterly
2025-07-03$0.502025-07-032025-07-18Quarterly
2025-04-23$0.502025-04-232025-05-07Quarterly
2025-01-29$0.502025-01-292025-02-12Quarterly
2024-10-09$0.482024-10-092024-10-24Quarterly
2024-07-05$0.482024-07-052024-07-19Quarterly
2024-04-23$0.482024-04-242024-05-08Quarterly
2024-01-23$0.482024-01-242024-02-07Quarterly
2023-10-11$0.362023-10-122023-10-26Quarterly
2023-07-06$0.362023-07-072023-07-21Quarterly
2023-04-25$0.362023-04-262023-05-10Quarterly
2023-01-26$0.362023-01-272023-02-10Quarterly
2022-10-12$0.362022-10-132022-10-27Quarterly
2022-07-06$0.362022-07-072022-07-21Quarterly
2022-04-25$0.362022-04-262022-05-10Quarterly
2022-01-26$0.362022-01-272022-02-10Quarterly
2021-10-13$0.242021-10-142021-10-28Quarterly
2021-07-01$0.242021-07-022021-07-19Quarterly
2021-04-20$0.242021-04-212021-05-05Quarterly
2021-01-28$0.242021-01-292021-02-12Quarterly
2020-10-15$0.242020-10-162020-10-30Quarterly
2020-07-09$0.122020-07-102020-07-24Quarterly
2020-04-20$0.122020-04-212020-05-05Quarterly
2020-01-23$0.122020-01-242020-02-07Quarterly
2019-10-17$0.042019-10-182019-11-01Quarterly
2019-07-10$0.042019-07-112019-07-25Quarterly
2019-04-23$0.042019-04-242019-05-08Quarterly
2019-01-24$0.042019-01-252019-02-08Quarterly
2018-10-18$0.042018-10-192018-11-02Quarterly
2018-07-11$0.042018-07-122018-07-26Quarterly
2018-04-24$0.042018-04-252018-05-09Quarterly
2018-01-25$0.042018-01-262018-02-09Quarterly
2017-10-18$0.042017-10-192017-11-02Quarterly
2017-07-11$0.042017-07-132017-07-27Quarterly
2017-04-28$0.042017-05-022017-05-16Quarterly
2017-01-25$0.042017-01-272017-02-10Quarterly
2016-10-03$0.042016-10-052016-10-20Quarterly
2016-07-06$0.042016-07-082016-07-22Quarterly
2016-04-25$0.042016-04-272016-05-11Quarterly
2016-01-26$0.042016-01-282016-02-11Quarterly
2015-10-20$0.042015-10-222015-11-05Quarterly
2015-07-06$0.042015-07-082015-07-22Quarterly
2015-04-20$0.042015-04-222015-05-06Quarterly
2015-01-27$0.042015-01-292015-02-12Quarterly
2014-10-15$0.042014-10-172014-10-31Quarterly
2014-07-08$0.042014-07-102014-07-24Quarterly
2014-04-21$0.042014-04-232014-05-07Quarterly
2014-01-28$0.042014-01-302014-02-13Quarterly
2013-10-16$0.042013-10-182013-11-01Quarterly
2013-07-08$0.042013-07-102013-07-24Quarterly
2013-04-22$0.042013-04-242013-05-08Quarterly
2013-01-30$0.042013-02-012013-02-15Quarterly
2012-10-11$0.042012-10-152012-10-29Quarterly
2012-07-09$0.042012-07-112012-07-25Quarterly
2012-04-23$0.042012-04-252012-05-09Quarterly
2012-01-25$0.042012-01-272012-02-10Quarterly
2011-10-17$0.042011-10-192011-11-02Quarterly
2011-07-05$0.042011-07-072011-07-21Quarterly
2011-04-25$0.042011-04-272011-05-11Quarterly
2011-01-21$0.042011-01-252011-02-08Quarterly
2010-10-12$0.042010-10-142010-10-28Quarterly
2010-07-19$0.042010-07-212010-08-05Quarterly
2010-05-03$0.042010-05-052010-05-20Quarterly
2010-01-22$0.042010-01-262010-02-12Quarterly
2009-10-21$0.042009-10-232009-11-13Quarterly
2009-07-20$0.042009-07-222009-08-05Quarterly
2009-05-01$0.042009-05-052009-05-20Quarterly
2009-01-30$0.042009-02-032009-02-13Quarterly
2008-10-21$0.042008-10-232008-11-13Quarterly
2008-07-22$0.152008-07-242008-08-05Quarterly
2008-05-01$0.152008-05-052008-05-15Quarterly
2008-02-06$0.152008-02-082008-02-19Quarterly
2007-11-01$0.152007-11-052007-11-15Quarterly
2007-08-01$0.152007-08-032007-08-15Quarterly
2007-05-02$0.152007-05-042007-05-14Quarterly
2007-02-01$0.152007-02-052007-02-15Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-07OLIVERA ARMANDO JBuy24$76.131.83K
2026-10-07SONNENFELD JEFFREYBuy21$76.131.60K
2026-10-07HUDSON SHERRILL WBuy15$76.131.14K
2026-10-07Smith DaconaBuy15$76.131.14K
2026-10-07Wolfe SerenaBuy15$76.131.14K
2026-10-07Gilliam Theron IBuy15$76.131.14K
2026-10-07McClure Teri PBuy15$76.131.14K
2026-10-07Banse AmyBuy15$76.131.14K
2026-10-02BERKSHIRE HATHAWAY INCBuy20.20K$81.901.65M
2026-10-02BERKSHIRE HATHAWAY INCBuy44.30K$81.143.59M
2026-10-02BERKSHIRE HATHAWAY INCBuy842.75K$80.0467.45M
2026-10-02BERKSHIRE HATHAWAY INCBuy342.55K$79.0327.07M
2026-10-02BERKSHIRE HATHAWAY INCBuy448.11K$78.3735.12M
2026-10-02BERKSHIRE HATHAWAY INCBuy299$79.7423.84K
2026-10-02BERKSHIRE HATHAWAY INCBuy5.13K$78.77404.48K
2026-10-02BERKSHIRE HATHAWAY INCBuy2.45K$77.93191.08K
2026-10-02BERKSHIRE HATHAWAY INCBuy2.29K$77.12176.60K
2026-10-01BERKSHIRE HATHAWAY INCBuy186.99K$81.4615.23M
2026-10-01BERKSHIRE HATHAWAY INCBuy92.83K$80.577.48M
2026-10-01BERKSHIRE HATHAWAY INCBuy425.87K$79.4933.85M
2026-10-01BERKSHIRE HATHAWAY INCBuy100$80.008.00K
2026-10-01BERKSHIRE HATHAWAY INCBuy950$79.5175.53K
2026-10-01BERKSHIRE HATHAWAY INCBuy3.80K$78.26297.54K
2026-09-30BERKSHIRE HATHAWAY INCBuy638.81K$81.5952.12M
2026-09-30BERKSHIRE HATHAWAY INCBuy4.01K$79.98320.56K
2026-09-29BERKSHIRE HATHAWAY INCBuy12.29K$81.951.01M
2026-09-29BERKSHIRE HATHAWAY INCBuy100$80.008.00K
2026-09-28BERKSHIRE HATHAWAY INCBuy5.20K$81.96426.19K
2026-09-25BERKSHIRE HATHAWAY INCBuy171.72K$81.6014.01M
2026-09-25BERKSHIRE HATHAWAY INCBuy313.38K$80.9025.35M
2026-09-25BERKSHIRE HATHAWAY INCBuy7.02K$79.53558.46K
2026-09-24BERKSHIRE HATHAWAY INCBuy241.69K$81.4419.68M
2026-09-24BERKSHIRE HATHAWAY INCBuy399.24K$80.5832.17M
2026-09-24BERKSHIRE HATHAWAY INCBuy2.98K$79.91237.73K
2026-09-24BERKSHIRE HATHAWAY INCBuy9.41K$79.42747.74K
2026-09-23BERKSHIRE HATHAWAY INCBuy532.99K$81.6543.52M
2026-09-23BERKSHIRE HATHAWAY INCBuy1.26K$79.99101.03K
2026-09-21BERKSHIRE HATHAWAY INCBuy483.81K$77.9737.72M
2026-09-21BERKSHIRE HATHAWAY INCBuy160.28K$77.2312.38M
2026-09-21BERKSHIRE HATHAWAY INCBuy18.15K$76.621.39M
2026-09-21BERKSHIRE HATHAWAY INCBuy4.89K$75.76370.31K
2026-09-18BERKSHIRE HATHAWAY INCBuy7.90K$78.88623.15K
2026-09-18BERKSHIRE HATHAWAY INCBuy68.76K$78.095.37M
2026-09-18BERKSHIRE HATHAWAY INCBuy51.59K$77.063.98M
2026-09-18BERKSHIRE HATHAWAY INCBuy1.22M$76.3993.08M
2026-09-18BERKSHIRE HATHAWAY INCBuy500$78.3839.19K
2026-09-18BERKSHIRE HATHAWAY INCBuy710$76.9854.66K
2026-09-18BERKSHIRE HATHAWAY INCBuy390$75.7629.55K
2026-09-18BERKSHIRE HATHAWAY INCBuy33.12K$74.802.48M
2026-09-17BERKSHIRE HATHAWAY INCBuy410.16K$79.4132.57M
2026-09-17BERKSHIRE HATHAWAY INCBuy267.58K$78.4120.98M
2026-09-17BERKSHIRE HATHAWAY INCBuy8.31K$77.94647.37K
2026-09-17BERKSHIRE HATHAWAY INCBuy8.96K$76.96689.48K
2026-09-17BERKSHIRE HATHAWAY INCOther0——
2026-09-17BERKSHIRE HATHAWAY INCOther0——
2026-08-31SONNENFELD JEFFREYBuy341$84.1128.68K
2026-08-31OLIVERA ARMANDO JBuy535$84.1145.00K
2026-07-10SONNENFELD JEFFREYBuy17$84.271.43K
2026-07-10McClure Teri PBuy14$84.271.18K
2026-07-10Wolfe SerenaBuy14$84.271.18K
2026-07-10Smith DaconaBuy14$84.271.18K
2026-07-10Gilliam Theron IBuy14$84.271.18K
2026-07-10HUDSON SHERRILL WBuy14$84.271.18K
2026-07-10OLIVERA ARMANDO JBuy19$84.271.60K
2026-07-10Banse AmyBuy14$84.271.18K
2026-05-29SONNENFELD JEFFREYBuy320$89.7828.73K
2026-05-29OLIVERA ARMANDO JBuy501$89.7844.98K
2026-05-11MILLER STUART ASell2.00K——
2026-05-01Grove James DavidOther0——
2026-05-01Grove James DavidOther0——
2026-05-01Parker James Buchanan Jr.Other0——
2026-05-01Parker James Buchanan Jr.Other0——
2026-04-22SONNENFELD JEFFREYBuy13$94.451.23K
2026-04-22OLIVERA ARMANDO JBuy14$94.451.32K
2026-04-22Banse AmyBuy12$94.451.13K
2026-04-22McClure Teri PBuy12$94.451.13K
2026-04-22HUDSON SHERRILL WBuy12$94.451.13K
2026-04-22Gilliam Theron IBuy12$94.451.13K
2026-04-22Wolfe SerenaBuy12$94.451.13K
2026-04-22Smith DaconaBuy12$94.451.13K
2026-04-08Banse AmyBuy2.31K——
2026-04-08McClure Teri PBuy2.31K——
2026-04-08Gilliam Theron IBuy2.31K——
2026-04-08HUDSON SHERRILL WBuy2.31K——
2026-04-08Wolfe SerenaBuy2.31K——
2026-04-08Smith DaconaBuy2.31K——
2026-04-08SONNENFELD JEFFREYBuy2.31K——
2026-04-08OLIVERA ARMANDO JBuy2.31K——
2026-03-16MILLER STUART ASell55.49K——
2026-03-16MILLER STUART ASell59.96K$95.955.75M
2026-03-16BESSETTE DIANE JSell4.86K——
2026-03-16BESSETTE DIANE JSell4.70K$95.95450.77K
2026-02-27SONNENFELD JEFFREYBuy251$114.3628.70K
2026-02-27OLIVERA ARMANDO JBuy393$114.3644.94K
2026-02-14Collins David MSell1.18K$122.28143.92K
2026-02-14Collins David MSell836$122.28102.23K
2026-02-14Collins David MSell998$122.28122.04K
2026-02-14Lee Martin KatherineSell2.97K$122.28362.68K
2026-02-14Lee Martin KatherineSell989$122.28120.93K
2026-01-20MILLER STUART ABuy69.03K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 992, holders +11 vs prior quarter. Ownership 88.55%.

HolderSharesChangeChange %Value
BLACKROCK, INC.18.35M89.48K+0.49%1.66B
BERKSHIRE HATHAWAY INC13.11M3.01M+29.82%1.19B
VANGUARD CAPITAL MANAGEMENT LLC13.02M74.25K+0.57%1.18B
GREENHAVEN ASSOCIATES INC11.32M684.15K+6.43%1.02B
EAGLE CAPITAL MANAGEMENT LLC10.69M-193.47K-1.78%967.07M
STATE STREET CORP10.43M389.74K+3.88%943.57M
VANGUARD PORTFOLIO MANAGEMENT LLC9.55M20.67K+0.22%863.91M
ARISTOTLE CAPITAL MANAGEMENT, LLC7.84M-509.75K-6.11%709.11M
MANUFACTURERS LIFE INSURANCE COMPANY, THE6.68M706.46K+11.82%604.75M
GEODE CAPITAL MANAGEMENT, LLC5.83M80.16K+1.39%525.82M
ACR ALPINE CAPITAL RESEARCH, LLC4.74M531.14K+12.61%429.22M
GOLDMAN SACHS GROUP INC3.59M1.12M+45.49%324.46M
MORGAN STANLEY3.54M336.77K+10.51%320.55M
INVESCO LTD.3.49M744.66K+27.08%316.24M
PRINCIPAL FINANCIAL GROUP INC3.42M-72.13K-2.07%309.46M
CAPITAL WORLD INVESTORS3.30M33.69K+1.03%298.96M
AQR CAPITAL MANAGEMENT LLC2.79M673.31K+31.74%252.90M
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.2.69M30.12K+1.13%243.62M
BANK OF AMERICA CORP /DE/2.66M-149.94K-5.34%240.38M
TWO SIGMA INVESTMENTS, LP2.57M-32.92K-1.26%232.65M
NORGES BANK2.46M2.46MNew222.59M
DIMENSIONAL FUND ADVISORS LP2.42M120.86K+5.25%219.20M
BRAVE WARRIOR ADVISORS, LLC2.37M-36.87K-1.53%214.75M
NORTHERN TRUST CORP2.07M-42.27K-2.00%187.03M
SMEAD CAPITAL MANAGEMENT, INC.2.02M434.22K+27.37%182.83M

Dividends · Forecast · Learn

Stocklytics home · Screener