Fintel reports that on March 4, 2026, Truist Securities initiated coverage of Lennar (NYSE:LEN) with a Hold recommendation.
Analyst Price Forecast Suggests 2.50% Upside
As of February 25, 2026, the average one-year price target for Lennar is $111.12/share. The forecasts range from a low of $80.80 to a high of $147.00. The average price target represents an increase of 2.50% from its latest reported closing price of $108.41 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Lennar is 37,097MM, an increase of 8.51%. The projected annual non-GAAP EPS is 9.39, a decrease of 36.22% from the prior forecast.
What is the Fund Sentiment?
There are 1,147 funds or institutions reporting positions in Lennar. This is an decrease of 520 owner(s) or 31.19% in the last quarter. Average portfolio weight of all funds dedicated to LEN is 0.22%, an increase of 4.09%. Total shares owned by institutions decreased in the last three months by 16.06% to 208,335K shares. 
The put/call ratio of LEN is 0.75, indicating a bullish outlook.
What are Other Shareholders Doing?
Eagle Capital Management holds 10,986K shares representing 5.07% ownership of the company. In its prior filing, the firm reported owning 9,455K shares , representing an increase of 13.94%. The firm decreased its portfolio allocation in LEN by 7.25% over the last quarter.
Greenhaven Associates holds 10,094K shares representing 4.66% ownership of the company. In its prior filing, the firm reported owning 9,653K shares , representing an increase of 4.37%. The firm decreased its portfolio allocation in LEN by 9.11% over the last quarter.
Aristotle Capital Management holds 8,726K shares representing 4.03% ownership of the company. In its prior filing, the firm reported owning 9,143K shares , representing a decrease of 4.77%. The firm decreased its portfolio allocation in LEN by 19.36% over the last quarter.
Berkshire Hathaway holds 7,051K shares representing 3.26% ownership of the company. No change in the last quarter.
Geode Capital Management holds 5,622K shares representing 2.60% ownership of the company. In its prior filing, the firm reported owning 5,937K shares , representing a decrease of 5.62%. The firm decreased its portfolio allocation in LEN by 60.17% over the last quarter.
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