Berkshire Hathaway has drawn attention to Lennar this week, with Abel and Weschler adding 2.7 million shares and a separate purchase of 1.68 million shares for approximately $136.4 million, pushing Berkshire's stake toward 11% of the homebuilder. The buying comes as KB Home and Lennar both cite increased buyer caution amid high mortgage rates and rising resale inventory, and follows Lennar's guidance cut and a quarterly dividend declaration of $0.50 per share payable 22 October.
Shares closed at $82.03, down 0.1% on the day and below both the 50-day average of $83.77 and the 200-day average of $95.03, with the 50-day sitting under the 200-day. The stock has fallen 3.6% over one month, 9.7% over three months and 33.9% over the past year. The GekkoIndex reading of 56.5 places it in the Neutral zone, and the price sits 17.9% below the Gekko Fair Value of $99.97.
The next earnings date falls on 15 December, 77 days out and beyond a typical 20-trading-day hold. Smart money activity over the last 90 days shows 23 insider purchases and 1 Congressional buy with no sales, while the last 30 days recorded 6 unusual options signals, with put premium of $2,702,006 against call premium of $2,004,719. Seasonality over 5 years shows an average 20-day return of -1.7% from this point, positive in 3 of those years. Analyst views remain split, with 13 firms covering the stock and a consensus target of $80.08.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Lennar scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive2 mixed1 headwind
Below 50 and 200-day
Close $82.03 is below the 50-day ($83.77) and 200-day ($95.03) averages, and the 50-day is below the 200-day.
See the chart56.5, Neutral
Reading 56.5 is in the Neutral zone.
See the GekkoIndex17.9% below
Price is 17.9% below Gekko Fair Value (more than 5% below).
See fair valueLeans bullish
Last 90 days: 23 open-market insider purchases; Congress 1 buy / 0 sales. Last 30 days: 6 unusual options signals.
See smart moneyReports in 77 days
Next report Dec 15, 2026, 77 days away — outside a typical 20-trading-day hold.
See earnings−1.7% on average
From this point in the calendar, the next 20 trading days averaged −1.7% over 5 years, rising in 3 of them.
See seasonalityA description of current data, not a recommendation. How this page works
Lennar closed at $82.03 on Sep 28, 2026, −33.9% over the past year, inside a 52-week range of $75.70 to $133.76.
Use the left and right arrow keys to read daily values.
Put LEN on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
Lennar builds and sells homes across the United States, working through its main Lennar brand along with a number of subsidiaries. It is best known for constructing single-family houses, both attached and detached, designed for buyers ranging from first-time purchasers to those looking to move up, active adult communities, and luxury buyers. Beyond home construction, it also buys, prepares, and sells land intended for residential development.
The company organizes its work into regional homebuilding divisions covering the East, Central, Texas, and West, alongside separate units for Financial Services, Multifamily development, and other activities grouped under Lennar Other. Its Financial Services arm handles mortgage lending, title insurance, and closing support for homebuyers and other clients, while also originating and selling commercial mortgage loans that have been packaged into securities. The Multifamily segment builds, develops, and manages rental housing, and the company also takes part in fund investment activities.
Lennar was founded in 1954 and is headquartered in Miami, Florida. Its shares are listed on the NYSE under the ticker LEN.
Lennar’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 56.5, in the Neutral zone, down 12.3 points over five sessions.
Down 12.3 points over five sessions, from the Accumulation zone.
Reading for Sep 28, 2026
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 46 | −1.1% | −4.4% | ||
| Accumulation | 291 | +0.3% | −0.1% | ||
| Neutral (current zone) | 313 | −0.9% | −2.5% | ||
| Distribution | 20 | −0.4% | 0.0% | ||
| Selling | 2 | Too few readings yet | |||
Average LEN share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
Lennar trades 17.9% below Gekko Fair Value of $99.97, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what Lennar shares are worth, recalculated every trading day.
$99.97
Gekko Fair Value, Sep 26, 2026
17.9% Undervalued
Insiders filed 23 open-market purchases in Lennar worth $348.7M, and members of Congress disclosed 1 purchase and 0 sales, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
$348.7Min 23 open-market purchases
| Filed | Insider | Type | Value |
|---|---|---|---|
| Sep 25 | BERKSHIRE HATHAWAY INC 10 percent owner | Purchase | $43.52M |
| Sep 25 | BERKSHIRE HATHAWAY INC 10 percent owner | Purchase | $32.17M |
| Sep 25 | BERKSHIRE HATHAWAY INC 10 percent owner | Purchase | $25.35M |
| Sep 25 | BERKSHIRE HATHAWAY INC 10 percent owner | Purchase | $19.68M |
| Sep 25 | BERKSHIRE HATHAWAY INC 10 percent owner | Purchase | $14.01M |
From Form 4 filings, dated to when each was filed.
1trade disclosed: 1 purchase and 0 sales.
| Member | Amount | Disclosed |
|---|---|---|
| Ro Khanna House, CA, purchase | $1,001 - $15,000 | Sep 7 traded Aug 10 |
From congressional disclosures, which report amounts as ranges.
Lennar has been buying back its own shares.
From company filings.
6signals, 43% of the flagged premium in calls.
Latest: Bullish flow on Sep 26, $589K in unusual premium.
1of the funds Gekko tracks holds LEN.
Lennar reports on Dec 15, 2026 (77 days away), and beat the EPS estimate in 1 of its last 8 reports.
Dec 15, 2026
77 days away
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Sep 16, 2026 | $1.23 est $1.28 | $8.00B est $8.32B | −0.5% |
| Jun 11, 2026 | $1.24 est $1.24 | $7.94B est $8.08B | +0.5% |
| Mar 12, 2026 | $0.93 est $0.95 | $6.62B est $6.84B | −1.7% |
| Dec 16, 2025 | $1.93 est $2.21 | $9.37B est $9.00B | −6.3% |
| Sep 18, 2025 | $2.00 est $2.10 | $8.80B est $8.97B | −4.2% |
| Jun 16, 2025 | $1.90 est $1.94 | $8.35B est $8.18B | −3.7% |
| Mar 20, 2025 | $2.14 est $1.70 | $7.62B est $7.43B | −4.2% |
| Dec 18, 2024 | $4.03 est $4.21 | $9.95B est $10.06B | −8.6% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Analysts’ average 12-month price target for Lennar is $80.08, −2.4% from the last close, from 13 firms rating the stock in the last 90 days.
Each firm’s latest rating in the last 90 days: 13 firms.
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 22 | BTIG | $63 | −23.2% |
| Sep 22 | KBW | $75 | −8.6% |
| Sep 21 | Citi | $85 | +3.6% |
| Sep 21 | KBW | $75 | −8.6% |
| Sep 18 | Goldman Sachs | $92 | +12.2% |
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Over the next 20 trading days from Sep 26, Lennar averaged −1.7% across the last 5 years, rising in 3 of them.
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.3% | 3 of 5 |
| Next 10 trading days | −1.1% | 2 of 5 |
| Next 15 trading days | +0.6% | 3 of 5 |
| Next 20 trading days | −1.7% | 3 of 5 |
| Next 30 trading days | +1.9% | 3 of 5 |
For scale, LEN’s typical 20-trading-day move in either direction is about 6%.
Lennar’s market cap is $20.37B, with a P/E ratio of 14.5 and revenue of $31.97B over the last twelve months.
Coverage of Lennar this week reads positive: 5 positive, 4 neutral and 2 negative headlines.
Lennar’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| DHID.R. Horton | Neutral | 0.1% below |
| PHMPulteGroup | Accumulation | 14.2% below |
| LEN.BLennar | Neutral | 19.8% below |
| NVRNVR | Neutral | 7.0% below |
| TOLToll Brothers | Accumulation | 20.1% below |
| FTDRFrontdoor | Accumulation | 0.3% below |
A peer links to its own page where one exists.
Lennar’s market cap is $20.37B at the Sep 28, 2026 close of $82.03, with 210.5M shares outstanding. The shares trade on a P/E ratio of 14.5.
The consensus analyst 12-month price target for Lennar is $80.08, −2.4% from the last close. Of the 13 firms that rated the stock in the last 90 days, 1 rate it a buy, 7 a hold and 5 a sell. Gekko doesn’t publish price predictions of its own.
On Gekko’s estimate Lennar is undervalued: the Sep 28, 2026 close of $82.03 is 17.9% below Gekko Fair Value of $99.97. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
Lennar is expected to report on Dec 15, 2026 (77 days away). Analysts expect earnings of $1.48 per share on revenue of $8.74B. Lennar beat the earnings estimate in 1 of its last 8 reports, moving 3.7% on average across the report.
Lennar’s 52-week high is $133.76 and its 52-week low is $75.70; it closed at $82.03 on Sep 28, 2026, −33.9% over the past year. Over the last five years the shares peaked at $193.80 on Sep 19, 2024.
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (fair value, smart money and earnings risk), 2 as mixed (gekkoindex and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.
Gekko flagged 6 unusual options signals in Lennar over the last 30 days, with $2.00M of flagged premium in calls and $2.70M in puts. The latest, bullish flow, was on Sep 26, 2026 with $589K in unusual premium. The signal-by-signal table is in Gekko.
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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