NYSE
81.79USD
-1.27 (-1.53%)
We have scored 62 news catalysts on Lennar Corporation (LEN) over the past 12 months. The biggest single-day move next to one of them came Jan 11, 2026, when LEN closed +8.9%: “Why Investors Froze out Lennar Stock in December”. Coverage across the window leans mixed (average ticker sentiment −0.05). Most of the impact sits in revenue cyclicality and sector realestate.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
20.3B
P/E
—
EPS
—
Beta
1.40
52W range
75.7-133.76
Day range
81.60–83.19
Open
82.00
Prev close
83.06
Volume
2M
Avg volume
3M
Dividend
2.00
IPO
1980-03-17
Analysts publish price targets on LEN, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
13 analyst price targets from $63 to $108
as of 2026-09-22
The market is within 1% of the median target — broadly agreeing with the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Lennar Corporation — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Lennar Corporation, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for LEN: .
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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.
The price sits at the 46th percentile of the 13 published models, almost exactly at the median target of $79, meaning the market broadly agrees with the middle view and rejects both the bull case for a housing rebound and the bear case for a deeper margin collapse.
What the disagreement turns on
The central question is whether home delivery volumes will stabilize at the reduced 80k–81k guidance or break lower, and while unit volumes are measurable via segment revenue history, the pricing and incentive data needed to confirm margin stability are not wired.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
