Lennar's Margin Pressures Persist [Seeking Alpha]
Lennar Corporation Class A (LEN)
Last lennar corporation class a earnings: 3/19 06:00 am
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US:NYSE Investor Relations:
investors.lennar.com
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Source: Seeking Alpha
LEN's aggressive delivery targets and high inventory levels force reliance on incentives, further eroding pricing power and profitability. Gross margins declined to 15.2% in Q1, with EPS now expected at $5.00–$6.00 for the year, implying a stretched 16x P/E valuation. Despite a strong balance sheet and ongoing buybacks, fair value is estimated at $80—suggesting ~15% further downside from current levels. jetcityimage/iStock Editorial via Getty Images Shares of Lennar Corporation ( LEN ) have been a poor performer over the past year, losing about 20% of their value. The housing market has remained persistently sluggish, and the company's margins have suffered as it has maintained overly aggressive delivery targets, in my view. The
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LEN
News
- Lennar (LEN) was upgraded by Zacks Research from "strong sell" to "hold".MarketBeat
- The Top 2 Industrial Stocks to Buy Right Now [Yahoo! Finance]Yahoo! Finance
- Lennar (LEN) had its price target lowered by Keefe, Bruyette & Woods from $115.00 to $105.00. They now have a "market perform" rating on the stock.MarketBeat
- Lennar (LEN) was downgraded by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from "hold (c-)" to "sell (d+)".MarketBeat
- Lennar (LEN) had its price target lowered by Citigroup Inc. from $113.00 to $104.00. They now have a "neutral" rating on the stock.MarketBeat
LEN
Earnings
- 3/12/26 - Miss
LEN
Sec Filings
- 3/18/26 - Form 4
- 3/18/26 - Form 4
- 3/12/26 - Form 8-K
- LEN's page on the SEC website