Evercore ISI Group has downgraded Lennar Corp (LEN) to Underperform from its previous In-Line rating as of December 17, 2025. The company's shares are currently priced at $110.63.
This downgrade underscores increased caution regarding Lennar's outlook, possibly reflecting concerns about competitive pressures, market conditions, or execution risks that could impact performance.
Lennar Corp, a prominent player in the consumer products industry, specializes in real estate-related financial and investment management services. Headquartered in Miami, Florida, the firm employs 13,265 full-time employees and operates multiple segments, including Homebuilding and Financial Services. The company’s Homebuilding segments focus on constructing and selling single-family homes, while its Financial Services segment primarily provides mortgage financing and title services for homebuyers.
As of December 16, 2025, Lennar boasts a market capitalization of $30.0 billion, a P/E ratio of 11.16, and an EPS of 10.23, alongside a notable dividend yield of 167.0%. Upcoming earnings are anticipated on June 15, 2026, with an estimated EPS of $1.95 and revenue of $8.4 billion.
Analyst ratings, while informative, should be one of many considerations in investment decisions. The consensus among analysts currently stands at Hold, with 3 Strong Buy, 5 Buy, 14 Hold, 1 Sell, and no Strong Sell ratings. Recent downgrades from other firms, including B of A Securities and RBC Capital, further highlight the cautious sentiment surrounding Lennar's prospects.