Lennar Stock Drops After Q4 Earnings Miss and Softer 2026 Margin Outlook: News, Forecasts, and Analyst Takeaways (Dec. 17, 2025)
Lennar Corporation (NYSE: LEN) stock slid on Wednesday, December 17, 2025, as investors reacted to a mixed earnings report—revenue topped expectations, but profits and near-term guidance fell short. Shares were down about 5% in Wednesday trading, reflecting concerns that the U.S. housing market’s affordability squeeze is forcing homebuilders to keep using incentives that pressure margins. Reuters+1 The selloff comes one day after Lennar reported fiscal fourth-quarter results (for the period ended Nov. 30, 2025) and outlined a cautious outlook for early fiscal 2026—particularly on gross margin, a key driver for homebuilder earnings power. Lennar Investors+1 What’s moving Lennar stock today