Accessibility StatementSkip Navigation MIAMI, Oct. 31, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar") announced today that as a result of the ongoing U.S. federal government shutdown, it is extending the expiration date for its previously announced offer to exchange the approximately 20% it owns of the total outstanding shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") for outstanding shares of Lennar Class A common stock (the "Exchange Offer"). The Exchange Offer, whic ...

Key Takeaways Lennar's earnings estimates fell again after its Q3 report, earning it a Zacks Rank #5 (Strong Sell).LEN's EPS estimates for FY25 and FY26 have tanked nearly 50% over the past year. Lennar Corporation (LEN)  stock has dropped around 7% since its latest disappointing earnings release on September 18.The recent negative earnings revisions, which landed the U.S. homebuilding giant a Zacks Rank #5 (Strong Sell), extend a prolonged downward trend as Lennar struggles to navigate the slowing housing ...

J Studios/DigitalVision via Getty Images Dear Fellow Shareholders, We are pleased to provide you with the Third Avenue Real Estate Value Fund’s (the “Fund”) report for the quarter ended September 30, 2025. For the first nine months of the calendar year, the Fund generated a return of +13.54% (after fees) versus +11.26% (before fees) for the Fund’s most-relevant benchmark, the FTSE EPRA/NAREIT Developed Index¹. The primary contributors to performance during the period included the Fund’s investments in U ...

Key Takeaways Lennar focuses on aligning production with demand to maintain balance in a slow housing market.The company's cycle time hit a record low of 126 days, driving stronger inventory turnover.With 98% of land optioned, Lennar's asset-light model supports agility amid housing uncertainty.Lennar Corporation (LEN) continues to navigate a housing market defined by affordability challenges and softening demand. Elevated mortgage rates and higher construction costs have limited affordability, leading to c ...

Lennar Corporation (LEN) is a leading U.S. home-builder and diversified real-estate company, operating across the home-building, multifamily rental, mortgage and title/closing services sectors. The company is headquartered in Miami, Florida. Lennar’s market capitalization is around $32.7 billion, reflecting its status as a large-cap player in residential construction. The company is slated to announce its fiscal Q4 2025 earnings results soon. Ahead of this event, analysts project this company to report a ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Famed investor Warren Buffett recently got out from the sidelines and poured more than $1 billion into three stocks. It's one of the last moves he will make before retiring from Berkshire Hathaway (NYSE:BRK, BRK.B)) at the end of the year. Buffett's three stocks were Lennar (NYSE:LEN), Chevron (NYSE:CVX), and Constellation Brands (NYSE:STZ). Berkshire Hathaway simultaneously trimmed its bank stock holdings ...

Core Insights - Berkshire Hathaway continues to invest in the stock market despite high valuations, with a focus on specific companies [3][5][10] Group 1: Berkshire Hathaway's Investment Strategy - Warren Buffett's investment philosophy warns against high market valuations, as indicated by the Buffett indicator, which is currently at an all-time high of 219% [2] - Despite market concerns, Berkshire Hathaway has initiated and increased positions in three key stocks: Constellation Brands, Lennar, and Pool Corp [3][5][10] Group 2: Constellation Brands - Berkshire Hathaway has a 7.7% stake in Constellation Brands, valued at approximately $1.9 billion, with purchases made in Q4 2024 and Q1-Q2 2025 [5][8] - The company is recognized for its strong market position, particularly with its premium beer brands like Corona and Modelo [6] - Constellation Brands has demonstrated reliable free cash flow, generating $1.1 billion in the first half of fiscal year 2026, which supports its dividend program and stock buybacks [9] Group 3: Lennar - Berkshire owns both class A and class B shares of Lennar, a major U.S. homebuilder, with purchases made in early 2025 [10][12] - The ongoing housing shortage in the U.S. is expected to benefit Lennar's long-term growth prospects [12] - The stock trades at under 14 times forward earnings estimates, which may be viewed as attractive by Buffett [13] Group 4: Pool Corp - Berkshire initiated a position in Pool Corp, holding a 9.3% stake worth over $1 billion, with consistent purchases since Q3 2024 [14] - Pool Corp's shares trade at 26.6 times earnings estimates, which is considered a premium price [15] - The company has a strong market position and generates predictable cash flow, with over 60% of revenue coming from repairs and maintenance [16]

In my August article , I justified the purchase of Lennar (NYSE: LEN ) shares primarily because of its serious underestimation. I emphasized that the worst times are over, that monetary policy easing will alsoHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statemen ...

Core Insights - The article discusses the undervaluation of Lennar (NYSE: LEN) shares and suggests that the worst times for the company are over, with expectations of monetary policy easing [1] Group 1: Company Analysis - Lennar is highlighted as being seriously underestimated in the market, indicating potential for growth [1] - The article suggests that the current economic conditions are improving, which may positively impact Lennar's performance [1] Group 2: Market Context - The discussion includes a broader context of monetary policy easing, which is expected to benefit the housing market and companies like Lennar [1]

Core Insights - Lennar has commenced sales at River Bridge Ranch, a new community of single-family homes in San Marcos, Texas, designed to meet the rising demand in a fast-growing area while preserving local charm [2][3] Group 1: Community Overview - River Bridge Ranch features a variety of home designs with 28 single-family home options, including one- and two-story open concept floorplans ranging from 1,200 to 2,780 square feet, with three to five bedrooms and two to three bathrooms [2][3] - Homes are priced starting in the mid $200,000s and include Lennar's Everything's Included promise, which incorporates popular features and finishes in the base price [2] Group 2: Amenities and Location - The community offers numerous on-site amenities such as a swimming pool, clubhouse, pavilion with a washer pit, playground, half basketball court, and scenic walking trails [3] - River Bridge Ranch is conveniently located near downtown San Marcos, providing residents with quick access to shopping, dining, entertainment, and Texas State University, as well as recreational attractions like Don's Fish Camp and Texas State Tubes [3] Group 3: Company Background - Lennar Corporation, founded in 1954, is a leading builder of quality homes for all generations, focusing on affordable, move-up, and active adult homes [5] - The company also provides mortgage financing, title and closing services through its Financial Services segment and develops high-quality multifamily rental properties nationwide [5]