Top Wall Street forecasters revise Lennar’s expectations ahead of fourth-quarter earnings – Lennar (NYSE:LEN)

Lennar Corporation (NYSE:LEN) will announce fourth-quarter earnings results after the closing bell on Tuesday, December 16.

Analysts expect the Miami, Florida-based company to report quarterly profit of $2.18 per share, compared to $4.03 per share a year ago. The consensus estimate for Lennar’s quarterly revenue is $9.13 billion. Last year, the company reported revenue of $9.95 billion Benzinga Pro.

On November 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 price, company name, analyst firm, rating change or other variables.

Let’s see how Benzinga’s most accurate analysts have rated the company lately.

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

Are you considering buying LEN shares? Here’s what analysts think:

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