Lennar Corporation (LEN)

U.S. equity markets tumbled in a sudden jolt of volatility as investors - already flying blind on key data - reacted to a surprise, massive tariff announcement on Chinese imports. The White House announced a 100% added tariff on all Chinese imports beginning next month - up from 30% currently - as retaliation to new export controls on rare minerals. The CBOE Volatility Index surged to the highest levels since mid-May in a sudden onset of angst following several months of relatively tranquil market conditions.

US homebuilder stocks remain in focus after an Evercore ISI analyst, Stephen Kim, downgraded six of them, citing near-term headwinds despite the sector posting robust profitability and capital returns. According to him, the policy shifts could hurt valuations.

Lennar Corporation LEN has trended downward 11.3% since announcing its third-quarter fiscal 2025 earnings. It has outperformed the Zacks Building Products - Home Builders industry, but is hovering below the broader Zacks Construction sector and the S&P 500 index.

Berkshire Hathaway CEO Warren Buffett is rightly regarded as the greatest investor of all time. Over a career spanning more than 60 years, Berkshire has crushed the S&P 500.

The 'Fast Money' traders talk pain in the homebuilders space and if a comeback is possible.

Mortgage rates often echo changes in the 10-year Treasury yield, which is rising. Financing costs could increase for buyers.

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 3.56%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.

Builders are sensitive to lumber pricing. But they are likely to weather the new tariffs, one analyst says.

Pending Homes Sales were better than expected, and cannabis stocks got a boost. But there is a lot of grist for the mill coming out in the coming days.

U.S. equity markets snapped a four-week winning streak, while benchmark interest rates rose as investors parsed a surprisingly strong slate of economic data, including a two-year high for GDP growth. The Citi Economic Surprise Index has completed a volatile round-trip this month, plunging in early September ahead of the Fed rate decision before rebounding sharply in recent weeks. The recent trend has echoed patterns during the prior Fed easing in late 2024, when mid-year weakness prompted a policy pivot that was subsequently cut short by a late-year economic rebound.

MIAMI , Sept. 26, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's leading homebuilders, announced that its Board of Directors has declared a quarterly cash dividend of $0.50 per share for both Class A and Class B common stock payable on October 27, 2025 to holders of record at the close of business on October 10, 2025.

CNBC's Jim Cramer discusses the earnings reports from Lennar and KB Home and what they might be saying about the state of the U.S. housing market.

CNBC's Jim Cramer discusses the housing market, homebuilder companies and their stock performances, highlighting Lennar after its recent earnings report.

John Lovallo, UBS homebuilders and building products analyst, joins CNBC to discuss KB Home's outlook, stabilization across key markets like Florida and Texas, and why he believes 2026 could be a breakout year for housing if mortgage rates ease.

Berkshire Hathaway (BRK.A 0.44%) (BRK.B 0.57%) CEO Warren Buffett is rightfully known as the greatest investor of all time.

Lennar Corporation (NYSE: LEN), one of the largest homebuilders in the United States, has witnessed a stock decline of approximately 25% over the past year, as a result of affordability challenges, elevated mortgage rates, and decreasing margins affecting investor confidence. The most recent quarterly earnings fell short of expectations, intensifying worries regarding the housing outlook in the near future.