LEN
Lennar CorporationConsumer Cyclical · $19.5B market cap
Verdict
Share price
$79.81
close of Oct 3, 2026
Fair value
$121.94
Sticker Price
Payback Price
$48.78
buy price
LEN is Undervalued: at $79.81 it trades 35% below its fair value of $121.94. Its buy price (Payback Price) is $48.78, 39% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold LEN. In Q2 2026, 1 added. Who we track
Warren Buffett
Berkshire Hathaway Inc · as of Q2 2026
$1.2B
13,111,741 shares
Greenhaven Associates
Greenhaven Associates · as of Q2 2026
$1.0B
11,316,279 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$214.7M
2,373,177 shares
Bryan Lawrence
Oakcliff Capital · as of Q2 2026
$10.7M
118,000 shares
Moves in Q2 2026
Added: Warren Buffett
Insider activity
Since Jul 10, 2026: no open-market purchases and 10 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
About Lennar Corporation
Lennar Corporation, an influential homebuilder in the United States, operates primarily under its widely recognized Lennar brand, alongside its various subsidiaries. The company structures its diverse business initiatives across several distinct divisions: regional homebuilding segments (East, Central, Texas, and West), a Financial Services arm, a Multifamily property development unit, and a broader "Lennar Other"…
Residential Construction
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works