Homebuilders Face Challenges as Profits Decline and Regional Markets Change
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 12 2025
0mins
Should l Buy LEN.B?
Source: WSJ
Changing Housing Market Dynamics: The U.S. housing market is experiencing a reversal, impacting homebuilders' profit margins in previously lucrative regions.
Regional Demand Shifts: While the West and South face declining home sales, the East and Midwest are witnessing a surge in demand for new homes.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LEN.B?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on LEN.B
Wall Street analysts forecast LEN.B stock price to rise
0 Analyst Rating
0 Buy
0 Hold
0 Sell
Current: 111.820
Low
Averages
High
Current: 111.820
Low
Averages
High
About LEN.B
Lennar Corporation is a homebuilder and an originator of residential and commercial mortgage loans. The Company is also a provider of title insurance and closing services, and a developer of multifamily rental properties. The Company's segments include Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar others. Its Homebuilding segments primarily include the construction and sale of single-family attached and detached homes, as well as the purchase, development and sale of residential land directly and through its unconsolidated entities. The Company's Financial Services segment primarily provides mortgage financing, title and closing services primarily for buyers of its homes, as well as property and casualty insurance. The Company’s Multifamily segment is involved in the development, construction and property management of multifamily rental properties. its Lennar Other segment includes fund investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Dell, Heineken, and 28 Additional Selections for 2026 from the Barron’s Roundtable
Dramatic Start to 2026: The year has begun with significant tensions, likened to a transition from conflict to peace efforts.
Greenland's Political Situation: Greenland was on the verge of becoming the seventh state of New England, highlighting its unique geopolitical status.
See More
Trump's Davos Speech Overlooked Housing Policy; Builders Benefit from Lack of Updates.
- Housing Stocks Reaction: Housing industry stocks rose following President Trump's speech in Davos.
- Lack of Surprises: The speech contained few surprises regarding housing policy, indicating stability in the sector.
See More
Mortgage Rates Rise Again as Trade Concerns Push Treasury Yields Higher
- Mortgage Rate Increase: The cost of a 30-year mortgage rose by 0.14 percentage points due to recent bond-market fluctuations.
- Market Impact: The bond-market upheaval has disrupted expectations for lower mortgage rates.
See More
Invitation Homes Shares, Impacted by Trump's Homebuying Tweet, Appear to Be a Good Deal Now
- Market Reaction to Trump: President Donald Trump's statements significantly influence the stock market, particularly affecting shares of Invitation Homes.
- Investment Opportunity: The volatility created by Trump's comments presents potential investment opportunities for those looking to capitalize on market movements.
See More
Trump's Housing Chief Criticizes Buybacks, Leading to Declines in D.R. Horton, Lennar, and Other Homebuilder Stocks.
- Home Builder Stocks Decline: Home builder stocks experienced a significant drop on Wednesday.
- Criticism of Share Buybacks: The decline was influenced by comments from Bill Pulte, Director of the Federal Housing Finance Agency, who criticized share buybacks.
See More
D.R. Horton, Lennar, and Other Home Builder Stocks Decline Following Pulte's Criticism of Buybacks
- Home Builder Stocks Decline: Home builder stocks experienced a drop on Wednesday.
- Criticism of Share Buybacks: The decline was influenced by comments from Bill Pulte, Director of the Federal Housing Finance Agency, regarding share buybacks.
See More
Dell, Heineken, and 28 Additional Selections for 2026 from the Barron’s Roundtable
Dramatic Start to 2026: The year has begun with significant tensions, likened to a transition from conflict to peace efforts.
Greenland's Political Situation: Greenland was on the verge of becoming the seventh state of New England, highlighting its unique geopolitical status.
See More
Trump's Davos Speech Overlooked Housing Policy; Builders Benefit from Lack of Updates.
- Housing Stocks Reaction: Housing industry stocks rose following President Trump's speech in Davos.
- Lack of Surprises: The speech contained few surprises regarding housing policy, indicating stability in the sector.
See More
Mortgage Rates Rise Again as Trade Concerns Push Treasury Yields Higher
- Mortgage Rate Increase: The cost of a 30-year mortgage rose by 0.14 percentage points due to recent bond-market fluctuations.
- Market Impact: The bond-market upheaval has disrupted expectations for lower mortgage rates.
See More
Invitation Homes Shares, Impacted by Trump's Homebuying Tweet, Appear to Be a Good Deal Now
- Market Reaction to Trump: President Donald Trump's statements significantly influence the stock market, particularly affecting shares of Invitation Homes.
- Investment Opportunity: The volatility created by Trump's comments presents potential investment opportunities for those looking to capitalize on market movements.
See More
Trump's Housing Chief Criticizes Buybacks, Leading to Declines in D.R. Horton, Lennar, and Other Homebuilder Stocks.
- Home Builder Stocks Decline: Home builder stocks experienced a significant drop on Wednesday.
- Criticism of Share Buybacks: The decline was influenced by comments from Bill Pulte, Director of the Federal Housing Finance Agency, who criticized share buybacks.
See More
D.R. Horton, Lennar, and Other Home Builder Stocks Decline Following Pulte's Criticism of Buybacks
- Home Builder Stocks Decline: Home builder stocks experienced a drop on Wednesday.
- Criticism of Share Buybacks: The decline was influenced by comments from Bill Pulte, Director of the Federal Housing Finance Agency, regarding share buybacks.
See More
