Lennar (LEN) – Analysts’ Weekly Ratings Changes

A number of firms have modified their ratings and price targets on shares of Lennar (NYSE: LEN) recently:

• 10/7/2026 – Lennar had its price target lowered by Wells Fargo & Company from $80.00 to $75.00. They now have an “equal weight” rating on the stock.
• 10/6/2026 – Lennar was upgraded by Weiss Ratings from “sell (d+)” to “hold (c-)”.
• 10/6/2026 – Lennar is now covered by Melius Research. They set a “sell” rating and a $72.00 price target on the stock.
• 10/1/2026 – Lennar is now covered by Morgan Stanley. They set an “underweight” rating and a $65.00 price target on the stock.
• 9/22/2026 – Lennar had its price target lowered by Keefe, Bruyette & Woods from $85.00 to $75.00. They now have an “underperform” rating on the stock.
• 9/21/2026 – Lennar had its price target lowered by Seaport Research Partners from $74.00 to $70.00. They now have a “sell” rating on the stock.
• 9/21/2026 – Lennar had its price target lowered by Citigroup Inc. from $88.00 to $85.00. They now have a “neutral” rating on the stock.
• 9/18/2026 – Lennar had its “sell” rating reaffirmed by BTIG Research. They now have a $63.00 price target on the stock.
• 9/18/2026 – Lennar had its price target lowered by Barclays PLC from $79.00 to $70.00. They now have an “underweight” rating on the stock.
• 9/18/2026 – Lennar had its price target lowered by Royal Bank Of Canada from $85.00 to $69.00. They now have an “underperform” rating on the stock.
• 9/17/2026 – Lennar had its “hold” rating reaffirmed by Citizens Jmp.
• 9/16/2026 – Lennar had its price target lowered by Truist Financial Corporation from $80.00 to $75.00. They now have a “hold” rating on the stock.
• 9/14/2026 – Lennar had its price target lowered by Bank of America Corporation from $77.00 to $70.00. They now have an “underperform” rating on the stock.
• 9/11/2026 – Lennar had its price target lowered by Wells Fargo & Company from $85.00 to $80.00. They now have an “equal weight” rating on the stock.
• 9/8/2026 – Lennar had its “sell (d+)” rating reaffirmed by Weiss Ratings.
• 9/3/2026 – Lennar was upgraded by Benchmark Co. to “hold”.

Lennar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 22nd. Shareholders of record on Wednesday, October 7th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend is Wednesday, October 7th. Lennar’s payout ratio is 37.81%.

Insider Activity at Lennar

In other Lennar news, major shareholder Berkshire Hathaway Inc bought 1,708,095 shares of the stock in a transaction that occurred on Friday, October 2nd. The shares were bought at an average price of $79.44 per share, for a total transaction of $135,691,066.80. Following the acquisition, the insider directly owned 28,438,045 shares of the company’s stock, valued at approximately $2,259,118,294.80. The trade was a 6.39% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have bought 7,502,276 shares of company stock worth $595,303,287 over the last ninety days. Insiders own 10.05% of the company’s stock.

Lennar Corporation (NYSE:LEN) is a homebuilding and real estate company that develops, constructs, and sells primarily single-family homes. The company offers homes across a range of price points and designs, including residences for first-time, move-up, luxury, and active-adult buyers. Its operations also include land acquisition and development, allowing Lennar to prepare communities and lots for residential construction.

In addition to homebuilding, Lennar develops multifamily rental properties and provides related financial services.