Nama Insights

Lennar (LEN)

Consumer Cyclical · Residential Construction · NYSE

S&P 500
Lennar (LEN) is a Consumer Cyclical company in the Residential Construction industry. It has a market capitalization of $21.11B, a trailing price-to-earnings ratio of 16.3 and a free-cash-flow yield of 0.1%. Over the most recent reported fiscal year, revenue declined 3.5% and free cash flow per share fell 98.7%. Nama's AI scorecard rates it Sell, 2.2 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 2.2/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Trailing · -36.7% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-54.2%
How far the last close sits under the highest price of the past five years.
Market cap$21.11B
Trailing P/E16.3
Price / book1.0
Price / sales0.7
FCF yield0.1%
Dividend yield2.2%
Gross margin7.5%
Operating margin5.6%
Net margin4.1%
Revenue growth (YoY)-3.5%
Revenue growth (3-yr annual)+0.5%
EPS growth (YoY)-42.0%
FCF/share growth (YoY)-98.7%
Beta1.4
ExchangeNYSE
SectorConsumer Cyclical
IndustryResidential Construction

LEN earnings

Next report: Dec 15, 2026 (Q4 2026, EPS estimate $1.44). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Sep 16, 2026 $1.23 $1.29 -4.7% $8.05B
Q2 2026 Jun 11, 2026 $1.31 $1.23 +6.5% $7.94B
Q1 2026 Mar 12, 2026 $0.88 $0.95 -7.4% $6.62B
Q4 2025 Dec 16, 2025 $2.03 $2.18 -6.9% $9.37B

LEN analyst price target

Median target $73.00 from 15 analysts, ranging $58.00 – $120.00.

Residential Construction peers

TickerCompanyMarket capP/E
DHI D.R. Horton $41.33B 15.0
PHM PulteGroup $25.24B 13.7
NVR NVR $16.66B 17.4
TOL Toll Brothers $14.06B 12.2
IBP Installed Building Products $5.85B 20.6
SKY Champion Homes $4.91B 26.3
CVCO Cavco Industries $4.87B 27.1
MTH Meritage Homes $4.38B 14.8
Explore live LEN data on Nama Insights →

Recent Congressional trades

Lennar trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Feb 13, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Jan 12, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Ritchie John Torres House Sell $1,001 - $15,000 Aug 20, 2025
Jefferson Shreve House Sell $15,001 - $50,000 Jun 22, 2025
Jefferson Shreve House Buy $15,001 - $50,000 Jun 22, 2025
Gilbert Cisneros House Buy $1,001 - $15,000 Jun 6, 2025
Rob Bresnahan House Sell $1,001 - $15,000 Apr 28, 2025
Jefferson Shreve House Sell $15,001 - $50,000 Apr 11, 2025

LEN FAQ

Is LEN a buy?
Nama's AI scorecard currently rates Lennar Sell (2.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LEN's P/E ratio?
Lennar trades at a trailing price-to-earnings ratio of 16.3.
When does LEN report earnings?
Lennar's next scheduled report is on Dec 15, 2026. Analysts expect EPS of $1.44.
What is the LEN price target?
The median analyst price target from 15 analysts is $73.00, with a range of $58.00 – $120.00.
Is LEN Shariah compliant?
Nama's AAOIFI-style screen reads Lennar as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does LEN pay a dividend?
Yes — Lennar's dividend yield is 2.2%.