Top Wall Street Forecasters Revamp Lennar Expectations Ahead Of Q4 Earnings

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Lennar Corporation (NYSE:LEN) will release earnings results for the fourth quarter after the closing bell on Tuesday, Dec. 16.

Analysts expect the Miami, Florida-based company to report quarterly earnings at $2.18 per share, down from $4.03 per share in the year-ago period. The consensus estimate for Lennar's quarterly revenue is $9.13 billion. Last year, it reported $9.95 billion in revenue, according to Benzinga Pro.

On Nov. 14, Lennar announced the retirement of Jonathan Jaffe, co-CEO and president.

Shares of Lennar fell 0.7% to close at $119.15 on Thursday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.

  • Barclays analyst Matthew Bouley downgraded the stock from Equal-Weight to Underweight and raised the price target from $95 to $98 on Dec. 8, 2025. This analyst has an accuracy rate of 67%.
  • JP Morgan analyst Michael Rehaut downgraded the stock from Neutral to Underweight and cut the price target from $118 to $115 on Dec. 4, 2025. This analyst has an accuracy rate of 69%.
  • B of A Securities analyst Rafe Jadrosich maintained a Neutral rating and slashed the price target from $133 to $125 on Oct. 10, 2025. This analyst has an accuracy rate of 66%.
  • Evercore ISI Group analyst Stephen Kim maintained an In-Line rating and cut the price target from $118 to $114 on Oct. 7, 2025. This analyst has an accuracy rate of 67%.
  • UBS analyst John Lovallo maintained a Buy rating and increased the price target from $146 to $161 on Sept. 22, 2025. This analyst has an accuracy rate of 67%

Considering buying LEN stock? Here’s what analysts think:

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