Weiss Ratings downgrades Lennar: 19 analysts rate Lennar Corporation stock
Published on 10/24/2026 at 20:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst pressure and key figures
- Weiss Ratings downgraded Lennar to Sell on October 21, 2026.
- Lennar delivered 20,840 homes in the third quarter of fiscal 2026.
- Lennar Corporation stock costs EUR 75.82 at Lang & Schwarz on October 24, 2026 at 1:04 p.m. CEST.
- The next earnings date is December 14, 2026, according to ChartMill.
On October 21, 2026, Weiss Ratings downgraded Lennar to Sell from Hold, while MarketBeat listed 19 analyst ratings for the homebuilder. Lennar Corporation stock was at EUR 75.82 at Lang & Schwarz on October 24, 2026 at 1:04 p.m. CEST.
Analysts keep targets below the stock
MarketBeat reported 11 Sell ratings, 7 Hold ratings and 1 Buy rating, with an average 12-month target of USD 79.00. Its listed stock price was USD 85.06 on October 23, 2026, putting the consensus target USD 6.06 below that quoted level. The most recent target change in the table was Wells Fargo's cut from USD 80.00 to USD 75.00 on October 7, 2026.
Third-quarter pressure remains visible
Zacks reported on September 17, 2026 that third-quarter fiscal 2026 revenue fell 8.6 percent year over year to USD 8.05 billion. Adjusted earnings per share declined 38.5 percent to USD 1.23 and missed the USD 1.29 consensus estimate by 4.7 percent.
Lennar delivered 20,840 homes in the quarter, down 3.4 percent from 21,584 a year earlier. The average sales price fell 2.9 percent to USD 372,000 from USD 383,000, while incentives reached 12 percent. Gross margin on home sales declined to 15.8 percent from 17.5 percent.
Dates and peer valuation
ChartMill lists December 14, 2026 as Lennar's next earnings date and gives a consensus revenue estimate of USD 8.93 billion for the fourth quarter of fiscal 2026. Lennar's investor-relations page lists its third-quarter results release on September 16, 2026 and the earnings call on September 17, 2026.
How does Lennar compare?
On October 23, 2026, D.R. Horton traded at USD 147.48, down 0.12 percent, with a P/E ratio of 14.06 and market capitalization of USD 41.3 billion. PulteGroup traded at USD 121.16, up 1.41 percent, with a P/E ratio of 13.01 and market capitalization of USD 23.1 billion. Lennar's reported P/E ratio was 16.05 and its market capitalization was USD 20.2 billion on October 23, 2026.
What matters for the stock
The combination of a Sell downgrade, a USD 79.00 consensus target and weaker third-quarter revenue puts the emphasis on execution before the December reporting date. Delivery volume held within management's range, but lower pricing and higher incentives show why margin remains central to the valuation discussion.
The further course of trading is shown by the continuously updated real-time quote of Lennar Corporation stock.
Lennar Corporation stock at a glance
- Company: Lennar Corporation
- ISIN: US5260571048
- Ticker: LEN
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 24, 2026, 1:04 p.m. CEST): EUR 75.82
- Sector / Industry: Consumer Cyclical / Residential Construction
- Index membership: S&P 500
- Market capitalization: USD 20.2 billion (as of October 23, 2026)
Market context: Market report S&P 500.
