Miami, Florida-based Lennar Corporation (LEN) operates as a homebuilder primarily under the Lennar brand in the United States. The company has a market cap of $19.9 billion and operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments.
LEN is expected to release its Q4 2026 earnings soon. Ahead of the event, analysts expect the company’s EPS to be $1.47 on a diluted basis, down 27.6% from the year-ago quarter. The company has beaten Wall Street’s EPS estimates in only one of its last four quarters, missing on the other three.
For fiscal 2026, analysts project the company’s EPS to be $4.88, down 39.5% from $8.06 in fiscal 2025. However, its EPS is expected to rise by roughly 5.5% year over year (YoY) to $5.15 in fiscal 2027.
LEN stock has declined 31.2% over the past 52 weeks, lagging behind the S&P 500 Index’s ($SPX) 12% rise and the State Street Consumer Cyclical Select Sector SPDR ETF’s (XLY) 2.8% fall during the same time frame.
On Sep. 16, LEN stock declined 2.1% following the release of its worse-than-expected Q3 2026 earnings. The company’s revenue for the quarter declined 8.7% from the prior year’s quarter to $8.1 billion and missed the Street’s estimates. Moreover, its adjusted EPS came in at $1.23, also missing the consensus estimates. Additionally, LEN’s operating margin for the quarter also declined YoY, indicating lower profitability.
Analysts’ consensus opinion on the stock is moderately bearish, with a “Moderate Sell” rating overall. Of the 21 analysts covering the stock, one recommends a “Strong Buy,” nine suggest a “Hold,” two recommend a “Moderate Sell,” and nine recommend a “Strong Sell.” LEN’s average analyst price target is $75.12, which is below the current price level. However, its Street-high price target is sitting at $94, which indicates an upside of 10% from the current level.
On the date of publication, Aritra Gangopadhyay did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.