Consumer Discretionary · S&P 500 · data as of 2026-10-05

LEN stock analysis: Lennar

Q: Does LEN pay a dividend?

Yes. Its dividend yield is about 2.69%, and it has raised its dividend 2 years in a row.

Lennar (LEN) is an S&P 500 company in Homebuilding. It grades weakest on growth, profitability and momentum.

The model's view of LEN · subscribers

Where LEN ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with LEN · updated 2026-10-05 · from prices and SEC filings

Insiders bought $136.4M of stock on the open market in the past 90 days (1 buyer).
Shares fell 11.9% over the past month, behind the S&P 500 (+0.4%) and behind its sector (-8.3%), including a 9.2% drop in the past week.
Filed an 8-K on Sep 16 reporting quarterly results.
Trading near its 52-week low.

LEN price performance

LEN against the S&P 500, one year

Year to date-26.5%S&P 500 +14.5% · behind by 41.0 pts

1 year-41.6%S&P 500 +17.0% · behind by 58.7 pts

3 years-25.7%S&P 500 +89.3% · behind by 114.9 pts

5 years-9.3%S&P 500 +91.3% · behind by 100.6 pts

Total returns with dividends reinvested.

LEN factor grades

Each grade compares LEN with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

BValueP/E 11.7x (sector 18.9x)FCF yield 4.0% (sector 5.3%)

D+GrowthRevenue growth -7% (sector +6%)EPS growth -47% (sector +5%)

DProfitability

DMomentum12-month change -42%From 52-wk high -43%

LEN in plain numbers

Revenue fell 7% over the last 12 months, a bigger decline than 50 of the other 51 Consumer Discretionary companies Torvanta covers.
The stock fell 42% over the past 12 months, a bigger decline than 46 of the other 51 Consumer Discretionary companies Torvanta covers.
Earnings per share fell 47% over the last 12 months, a bigger decline than 40 of the other 45 Consumer Discretionary companies Torvanta covers.
At 11.7 times its last 12 months of earnings, LEN trades cheaper than 38 of the other 44 Consumer Discretionary companies Torvanta covers.

LEN key statistics

SectorConsumer Discretionary

IndustryHomebuilding

IndexS&P 500

Market value$17.9B

Revenue growth (y/y)-7%

Free-cash-flow yield4.0%

Dividend yield2.7%

Next earnings (expected)2026-12-15

Valuation measures

Market value	$17.9B
Enterprise value	$15.7B
P/E (trailing)	11.7x
Forward P/E (Torvanta estimate)	12.8x
Price / sales	0.5x
Price / book	0.8x
EV / revenue	0.5x

Financial highlights

Revenue, last 12 months	$32.7B
Net income, last 12 months	$1.6B
EPS, last 12 months (GAAP)	$6.38
Net margin	4.9%
Return on equity	7.3%
Cash	$2.2B
Free cash flow, last 12 months	$716.8M

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

LEN earnings trends

Revenue vs earnings

Earnings per share Change from a year earlier: Aug 2025 -46% · Nov 2025 -53% · Feb 2026 -53% · May 2026 -31%

From the company's 10-Q and 10-K filings with the SEC.

Lennar financials (from SEC filings)

Fiscal year	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$27.1B	$33.7B	$34.2B	$35.4B	$34.2B
Net income	$4.4B	$4.6B	$3.9B	$3.9B	$2.1B
EPS (GAAP)	$14.28	$15.75	$13.73	$14.33	$7.98
Free cash flow	$2.5B	$3.2B	$5.1B	$2.2B	$28.2M

LEN earnings history

Reported	EPS (GAAP)	EPS y/y	Revenue y/y	Stock vs S&P 500, 2 days
2026-06-11	$1.24	-31%	-5%	-1.8%
2026-03-12	$0.93	-53%	-13%	+0.4%
2025-12-16	$1.92	-53%	-6%	-4.9%
2025-09-19	$2.29	-46%	-6%	-9.2%
2025-06-17	$1.81	-48%	-4%	-4.7%
2025-03-20	$1.96	-24%	+4%	-4.0%

About Lennar

HeadquartersMiami, FL

Industry (SEC code)General Bldg Contractors - Residential Bldgs

Fiscal year endsNovember 30

Incorporated inDE

Listed onNYSE, NYSE

FormerlyPACIFIC GREYSTONE CORP /DE/

From the company's SEC registration record.

Companies similar to LEN

Company	Market value	P/E	Revenue growth	Operating margin	12-month change
LEN Lennar	$17.9B	11.7x	-7%	n/a	-42%
NVR NVR Inc	$15.9B	15.5x	-10%	n/a	-27%	compare
PHM PulteGroup	$21.4B	11.6x	-7%	n/a	-16%	compare
DHI D.R. Horton	$37.3B	12.7x	-4%	n/a	-23%	compare

All Consumer Discretionary stock ratings

Frequently asked questions

Is LEN stock a buy?

Torvanta does not tell individuals what to buy. Its grades for LEN are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is LEN's P/E ratio?

LEN trades at about 11.7 times its last 12 months of GAAP earnings reported to the SEC, and about 12.8 times Torvanta's own estimate of the next 12 months.

When does LEN report earnings next?

Based on its filing history, Torvanta expects Lennar to report around 2026-12-15.

Does LEN pay a dividend?

Yes. Its dividend yield is about 2.7%, and it has raised its dividend 2 years in a row.

How has LEN performed against the S&P 500?

Over the past year LEN returned -41.6%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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