LEN · Lennar Corporation Class A
Lennar Corp (LEN)
What's happening
- LEN is up 0.81% today, trading at $84.23. — Live quote
- Volume today (4,271) is well below its 3-month average of 2,567,610. (Finnhub fundamentals)
- Reports earnings on 2026-09-17 (after market close), 14 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $1.24 actual vs. $1.25 estimated (-1.1%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (26 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | May '26 | Feb '26 | Aug '25 | May '25 | Feb '25 |
|---|---|---|---|---|---|
| Market cap | $21.94B | $27.88B | $33.66B | $27.29B | $30.80B |
| P/E | 13.69 | 15.34 | 12.24 | 8.76 | 9.18 |
| Price/Sales | 0.69 | 0.89 | 0.98 | 0.80 | 0.93 |
| Price/Book | 1.01 | 1.27 | 1.49 | 1.21 | 1.35 |
| EV/Revenue | 0.69 | 0.89 | 0.98 | 0.80 | 0.93 |
| ROE | 7.41% | 8.31% | 12.19% | 13.79% | 14.77% |
| ROA | 4.76% | 5.47% | 7.89% | 9.06% | 9.59% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Latest SEC filing is Form 4, filed 2026-09-02; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -5.2% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 4.9%. Finnhub fundamentals ↗
- Trailing 52-week price return is -37.7%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on LEN
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | May '26 | Feb '26 | Aug '25 | May '25 | Feb '25 | Aug '24 | May '24 | Feb '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $7.94B | $6.62B | $8.81B | $8.38B | $7.63B | $9.42B | $8.77B | $7.31B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $304.8M | $229.4M | $591.0M | $477.4M | $519.5M | $1.16B | $954.3M | $719.3M |
| EPS (diluted) | $1.24 | $0.93 | $2.29 | $1.81 | $1.96 | $4.26 | $3.45 | $2.57 |
| EPS (basic) | $1.24 | $0.93 | $2.29 | $1.81 | $1.96 | $4.26 | $3.45 | $2.57 |
| Net margin | $4 | $3 | $7 | $6 | $7 | $12 | $11 | $10 |
Balance sheet
| Line item | May '26 | Feb '26 | Nov '25 | Aug '25 | May '25 | Feb '25 | Nov '24 | Aug '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $33.70B | $33.21B | $34.43B | $34.88B | $34.37B | $34.99B | $41.31B | $39.74B |
| Total liabilities | $11.94B | $11.18B | $12.29B | $12.13B | $11.64B | $12.12B | $13.29B | $12.18B |
| Stockholders' equity | $21.62B | $21.88B | $21.96B | $22.57B | $22.58B | $22.73B | $27.87B | $27.41B |
| Cash & equivalents | — | — | $3.76B | — | — | — | $4.91B | — |
| Property, plant & equipment | — | — | $642.8M | — | — | — | $516.2M | — |
| Goodwill | — | — | $3.63B | — | — | — | $3.63B | — |
| Intangible assets | — | — | — | — | — | — | — | — |
| Long-term debt | — | — | $5.87B | — | — | — | $4.19B | — |
| Retained earnings | $22.76B | $22.58B | $22.47B | $22.11B | $21.65B | $21.30B | $25.75B | $24.79B |
| Accumulated other comprehensive income (loss) | $5.7M | $5.6M | $6.0M | $6.0M | $6.0M | $7.4M | $7.5M | $7.0M |
Cash flow
| Line item | May '26 | Feb '26 | Nov '25 | Aug '25 | May '25 | Feb '25 | Nov '24 | Aug '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | -$284.4M | -$433.5M | $1.76B | -$158.6M | -$1.10B | -$289.0M | $974.5M | $819.2M |
| Investing cash flow | -$15.9M | $93.4M | $45.9M | -$7.2M | $161.4M | $21.5M | -$125.7M | $98.0M |
| Financing cash flow | $79.3M | -$1.10B | $268.3M | $443.8M | -$175.4M | -$2.13B | -$169.7M | -$527.4M |
| Free cash flow | -$303.2M | -$463.5M | $1.67B | -$190.8M | -$1.11B | -$345.1M | $933.1M | $800.8M |
| Capital expenditures | $18.9M | $30.0M | $85.2M | $32.2M | $15.2M | $56.0M | $41.4M | $18.4M |
| Depreciation & amortization | $35.3M | $33.4M | $35.0M | $34.2M | $33.8M | $31.3M | $30.4M | $29.4M |
| Share-based compensation | $26.3M | $62.4M | $25.1M | $25.5M | $28.8M | $84.1M | $22.6M | $31.9M |
| Deferred income taxes | — | — | $77.3M | — | — | — | $60.4M | — |
| Change in inventory | $436.8M | $652.0M | -$1.16B | -$309.7M | $1.11B | $513.3M | -$422.6M | $76.5M |
| Purchases of investments | $0 | $6.2M | $0 | $0 | $0 | $3.5M | $0 | $2.5M |
| Sales/maturities of investments | $0 | $28.3M | — | $14.9M | $0 | $72.0M | — | $0 |
| Other investing activities | — | — | — | — | — | — | — | — |
| Share repurchases | $467.1M | $269.7M | $57.0K | $512.4M | $521.4M | $774.5M | $527.2M | $524.6M |
| Other financing activities | -$1.4M | -$1.4M | — | -$1.4M | -$1.4M | -$1.4M | — | -$1.4M |
Income statement
| Line item | Nov '25 | Nov '24 | Nov '23 | Nov '22 | Nov '21 |
|---|---|---|---|---|---|
| Revenue | $34.19B | $35.44B | $34.23B | $33.67B | $27.13B |
| Operating income | — | — | — | — | — |
| Net income | $2.08B | $3.93B | $3.94B | $4.61B | $4.43B |
| EPS (diluted) | — | $14.31 | $13.73 | $15.72 | $14.27 |
| EPS (basic) | $7.98 | $14.31 | $13.73 | $15.74 | $14.28 |
| Net margin | $6 | $11 | $12 | $14 | $16 |
Balance sheet
| Line item | Nov '25 | Nov '24 | Nov '23 | Nov '22 | Nov '21 |
|---|---|---|---|---|---|
| Total assets | $34.43B | $41.31B | $39.23B | $37.98B | $33.21B |
| Total liabilities | $12.29B | $13.29B | $12.53B | $13.74B | $12.21B |
| Stockholders' equity | $21.96B | $27.87B | $26.58B | $24.10B | $20.82B |
| Cash & equivalents | $3.76B | $4.91B | — | — | — |
| Property, plant & equipment | $642.8M | $516.2M | $404.8M | $355.1M | $339.9M |
| Goodwill | $3.63B | $3.63B | — | — | — |
| Intangible assets | — | — | — | — | — |
| Long-term debt | $5.87B | $4.19B | — | — | — |
| Retained earnings | $22.47B | $25.75B | $22.37B | $18.86B | $14.69B |
| Accumulated other comprehensive income (loss) | $6.0M | $7.5M | $4.9M | $2.4M | -$1.3M |
Cash flow
| Line item | Nov '25 | Nov '24 | Nov '23 | Nov '22 | Nov '21 |
|---|---|---|---|---|---|
| Operating cash flow | $216.8M | $2.40B | $5.18B | $3.27B | $2.53B |
| Investing cash flow | $221.6M | -$302.6M | -$177.0M | -$128.3M | -$105.1M |
| Financing cash flow | -$1.60B | -$3.68B | -$3.25B | -$1.28B | -$2.40B |
| Free cash flow | $28.2M | $2.23B | $5.08B | $3.21B | $2.47B |
| Capital expenditures | $188.6M | $171.5M | $99.8M | $57.2M | $65.2M |
| Depreciation & amortization | $134.3M | $115.5M | $110.2M | $87.1M | $86.0M |
| Share-based compensation | $163.5M | $176.7M | $160.7M | $184.1M | $134.6M |
| Deferred income taxes | $77.3M | $60.4M | -$68.0M | -$246.7M | $192.1M |
| Change in inventory | $150.9M | $285.1M | -$2.27B | $1.71B | $1.18B |
| Purchases of investments | $3.5M | $4.5M | $8.0M | $93.8M | $128.2M |
| Other investing activities | — | — | — | — | — |
| Share repurchases | $1.81B | $2.26B | $1.18B | $1.04B | $1.43B |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding LEN as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-04-08 to 2026-08-31
Recent transactions
- Most recent: SONNENFELD JEFFREY (Reporting person) — Grant / award of 341 shares on 2026-08-31.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| SONNENFELD JEFFREY | Reporting person | Grant / award | 2026-08-31 | 341 |
| OLIVERA ARMANDO J | Reporting person | Grant / award | 2026-08-31 | 535 |
| McClure Teri P | Reporting person | Grant / award | 2026-07-10 | 14 |
| Wolfe Serena | Reporting person | Grant / award | 2026-07-10 | 14 |
| Smith Dacona | Reporting person | Grant / award | 2026-07-10 | 14 |
| Gilliam Theron I | Reporting person | Grant / award | 2026-07-10 | 14 |
| HUDSON SHERRILL W | Reporting person | Grant / award | 2026-07-10 | 14 |
| Banse Amy | Reporting person | Grant / award | 2026-07-10 | 14 |
| MILLER STUART A | Exec. Chairman, CEO, President | Gift | 2026-05-11 | 2,000 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-31 | SONNENFELD JEFFREY | Reporting person | Grant / award | 341 | $84.11 |
| 2026-08-31 | OLIVERA ARMANDO J | Reporting person | Grant / award | 535 | $84.11 |
| 2026-07-10 | SONNENFELD JEFFREY | Reporting person | Grant / award | 17 | $84.27 |
| 2026-07-10 | McClure Teri P | Reporting person | Grant / award | 14 | $84.27 |
| 2026-07-10 | Wolfe Serena | Reporting person | Grant / award | 14 | $84.27 |
| 2026-07-10 | Smith Dacona | Reporting person | Grant / award | 14 | $84.27 |
| 2026-07-10 | Gilliam Theron I | Reporting person | Grant / award | 14 | $84.27 |
| 2026-07-10 | HUDSON SHERRILL W | Reporting person | Grant / award | 14 | $84.27 |
| 2026-07-10 | OLIVERA ARMANDO J | Reporting person | Grant / award | 19 | $84.27 |
| 2026-07-10 | Banse Amy | Reporting person | Grant / award | 14 | $84.27 |
| 2026-05-29 | SONNENFELD JEFFREY | Reporting person | Grant / award | 320 | $89.78 |
| 2026-05-29 | OLIVERA ARMANDO J | Reporting person | Grant / award | 501 | $89.78 |
| 2026-05-11 | MILLER STUART A | Exec. Chairman, CEO, President | Gift | 2,000 | $0.00 |
| 2026-04-22 | SONNENFELD JEFFREY | Reporting person | Grant / award | 13 | $94.45 |
| 2026-04-22 | OLIVERA ARMANDO J | Reporting person | Grant / award | 14 | $94.45 |
| 2026-04-22 | Banse Amy | Reporting person | Grant / award | 12 | $94.45 |
| 2026-04-22 | McClure Teri P | Reporting person | Grant / award | 12 | $94.45 |
| 2026-04-22 | HUDSON SHERRILL W | Reporting person | Grant / award | 12 | $94.45 |
| 2026-04-22 | Gilliam Theron I | Reporting person | Grant / award | 12 | $94.45 |
| 2026-04-22 | Wolfe Serena | Reporting person | Grant / award | 12 | $94.45 |
| 2026-04-22 | Smith Dacona | Reporting person | Grant / award | 12 | $94.45 |
| 2026-04-08 | Banse Amy | Reporting person | Grant / award | 2,313 | $0.00 |
| 2026-04-08 | McClure Teri P | Reporting person | Grant / award | 2,313 | $0.00 |
| 2026-04-08 | Gilliam Theron I | Reporting person | Grant / award | 2,313 | $0.00 |
| 2026-04-08 | HUDSON SHERRILL W | Reporting person | Grant / award | 2,313 | $0.00 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 12:06 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-09-02 | 4 | 2026-08-31 | View on SEC.gov → |
| 2026-09-02 | 4 | 2026-08-31 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-07-14 | 4 | 2026-07-10 | View on SEC.gov → |
| 2026-06-29 | 10-Q | 2026-05-31 | View on SEC.gov → |
| 2026-06-12 | 8-K | 2026-06-12 | View on SEC.gov → |
Recent news
Headlines about LEN (Lennar Corporation Class A). Links open the publisher — we don’t host full articles.
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CSCI Secures 2,926 New Residential Units as Market Share Growth Continues Across Florida
Yahoo Finance · 2026-09-03 -
Warren Buffett and Greg Abel Are Bullish on 4 Contrarian Stocks That All Pay Dividends
Yahoo · 2026-09-03 -
Lennar Corporation to Broadcast Its Third Quarter 2026 Earnings Call on September 17, 2026
Yahoo · 2026-09-02 -
3 Reasons LEN is Risky and 1 Stock to Buy Instead
Yahoo · 2026-09-02 -
Lennar Announces Grand Opening of Lake Shore in Winder, Georgia
Yahoo · 2026-09-02 -
Why the Weak Housing Market Is a Threat to the Broader Economy
Yahoo · 2026-09-01 -
Why Lennar (LEN) Dipped More Than Broader Market Today
Yahoo · 2026-08-31 -
Did Greg Abel Get Berkshire Hathaway Caught In a Housing Trap?
Yahoo · 2026-08-28
No headlines in this category right now — try “All”.