US · Consumer Cyclical · Residential Construction
EPS came in at 2.00 against a street estimate of 1.31 — a beat of 52.7%.
Analysts rate Lennar Corporation a hold (6 buy, 15 hold, 0 sell out of 21) with an average price target of $84.92.
MIXED Lennar delivered 20,840 homes with 15.8% gross margin despite rising rates and inflation. Management deliberately trades margin for volume to clear expensive land; expects Q4 deliveries of 22,000–23,000 homes at 15.5%–16% margin. Balance sheet remains strong ($1.2B cash, 16.6% debt-to-capital). Q3 2026 Management noted labor pressure is highly geography-specific and evolving. Texas and Florida face elevated resale competition. Analysts focused on inventory turn sustainability, capital allocation amid uncertainty, and labor cost trajectory. Management emphasized geography-specific labor issues and trade partnerships as buffers; reiterated deliberate margin-for-volume strategy and confidence in eventual demand recovery when affordability improves. 2026-09-17…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.58% |
| Berkshire Hathaway Inc | 5.44% |
| Vanguard Capital Management, LLC | 5.37% |
| Greenhaven Associates Inc | 4.70% |
| Eagle Capital Management LLC | 4.44% |
| State Street Corp | 4.17% |
| Vanguard Portfolio Management, LLC | 3.95% |
| Aristotle Capital Management LLC | 3.46% |
| Document | Date |
|---|---|
| Results announced · Q4 FY2026 LENNAR CORPORATION – Q3 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net earnings per diluted share: $1.19 (Q3 2026) vs. $2.29 (Q3 2025) – down 48% • Ad | 2026-09-16 |
| Quarterly report · Q2 FY2026 LENNAR CORPORATION - FORM 10-Q SUMMARY For Quarter Ended May 31, 2026 --- HEADLINE NUMBERS • Total assets: $33.7 billion (down from $34.4 billion a | 2026-06-29 |
| Reg FD disclosure · Q3 FY2026 LENNAR CORPORATION (LEN) - 8-K FILING SUMMARY June 12, 2026 --- OTHER NOTABLE POINTS • Filing Type: Form 8-K Current Report filed June 12, 2026 - d | 2026-06-12 |
| Results announced · Q3 FY2026 LENNAR CORPORATION – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net earnings: $305 million ($304.8 million attributable to Lennar) • Diluted earnin | 2026-06-11 |
| Board / officer change · Q3 FY2026 LENNAR CORPORATION - FORM 8-K SUMMARY (June 5, 2026) BUSINESS & SEGMENT HIGHLIGHTS • Jim Parker appointed as Chief Operating Officer effective June | 2026-06-08 |
| Shareholder vote results · Q2 FY2026 LENNAR CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held April 8, 2026 with five proposals submitted to stockholders for voting | 2026-04-13 |
| Quarterly report · Q1 FY2026 LENNAR CORPORATION FORM 10-Q SUMMARY Quarter Ended February 28, 2026 --- HEADLINE NUMBERS • Total Assets: $33.2 billion (down from $34.4 billion at | 2026-04-09 |
| Proxy statement · Q2 FY2026 LENNAR CORPORATION 2026 PROXY STATEMENT—RETAIL INVESTOR SUMMARY --- CEO TOTAL COMPENSATION Stuart Miller (Executive Chairman and Chief Executive Of | 2026-02-26 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Jul 10, 2026 · pay Jul 24, 2026 | 2026-07-10 |
| Dividend | $0.50 / share ex-date Apr 22, 2026 · pay May 6, 2026 | 2026-04-22 |
| Dividend | $0.50 / share ex-date Feb 4, 2026 · pay Feb 19, 2026 | 2026-02-04 |
| Dividend | $0.50 / share ex-date Oct 10, 2025 · pay Oct 27, 2025 | 2025-10-10 |
| Split | 1033 : 1000 effective Jan 21, 2025 | 2025-01-21 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lennar Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.