
Insider and congress filings
Lennar Corporation (LEN)
NYSE · Consumer Cyclical · 401 insider transactions · 32 congress trades · last filed 18 days agoS&P 500
About Lennar Corporation
from the company's filings and listing, as of Oct 25, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Residential Construction
- Chief executive
- Stuart A. Miller
- Employees
- 12,532
- Listed since
- -
- Market value
- $20.2B
- Price to earnings (12 mo)
- 16.1
- Net income per share, as reported (12 mo)
- $5.52
- Dividend yield
- 2.36%
Company news
1 article · newest first| Headline | Source | Date |
|---|---|---|
| Lennar settles $600 million in senior notes due 2029 and 2032The notes are guaranteed by certain wholly owned subsidiaries, and Lennar said it intends to use the net proceeds for general corporate purposes. | Form 8-K | Oct 15, 2026 |
Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover
Earnings
6 reported quarters · next on Dec 15, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Sep 16, 2026 | $1.23 | $1.28 | $8.0B | $8.3B | EPS missRevenue miss |
| Q2 FY2026reported Jun 11, 2026 | $1.24 | $1.24 | $7.9B | $8.1B | EPS in line, GAAPRevenue miss |
| Q1 FY2026reported Mar 12, 2026 | $0.93 | $0.95 | $6.6B | $6.8B | EPS miss, GAAPRevenue miss |
| Q4 FY2025reported Dec 16, 2025 | $1.93 | $2.21 | $9.4B | $9.0B | EPS missRevenue beat |
| Q3 FY2025reported Sep 18, 2025 | $2.00 | $2.10 | $8.8B | $9.0B | EPS missRevenue miss |
| Q2 FY2025reported Jun 16, 2025 | $1.90 | $1.94 | $8.4B | $8.2B | EPS missRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Feb 26, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Stuart MillerExecutive Chairman | $1.0M | $25.7M | $2.8M | $29.5M |
| Diane BessetteVice President and Chief Financial Officer | $750K | $4.7M | $2.9M | $8.3M |
| Katherine Lee MartinChief Legal Officer & Corporate Secretary | $148K | $6.0M | $1.9M | $8.0M |
| David CollinsVice President, Controller | $350K | $1.0M | $921K | $2.3M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.7B | 18,345,964 | +0.5% | 7.56% |
| Berkshire Hathaway IncWarren Buffett | $1.2B | 13,111,741 | +29.8% | 5.40% |
| Vanguard Capital Management LLC | $1.2B | 13,021,553 | +0.6% | 5.37% |
| Greenhaven Associates Inc | $1.0B | 11,316,279 | +6.4% | 4.66% |
| Eagle Capital Management LLC | $967.1M | 10,686,983 | -1.8% | 4.41% |
| State Street Corp | $943.6M | 10,427,376 | +3.9% | 4.30% |
| Vanguard Portfolio Management LLC | $863.9M | 9,547,076 | +0.2% | 3.94% |
| Aristotle Capital Management, LLC | $709.1M | 7,836,325 | -6.1% | 3.23% |
| Manufacturers Life Insurance Company, The | $604.8M | 6,683,066 | +11.8% | 2.75% |
| Geode Capital Management, LLC | $525.8M | 5,832,989 | +1.4% | 2.40% |
| ACR Alpine Capital Research, LLC | $429.2M | 4,743,250 | +12.6% | 1.96% |
| Goldman Sachs Group Inc | $324.5M | 3,585,545 | +45.5% | 1.48% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding LEN
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Warren BuffettBerkshire Hathaway | $1.2B | 13,111,741 | 0.4% |
| Brave Warrior Advisors | $214.7M | 2,373,177 | 4.7% |
2 of the 97 fund managers we track list LEN shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
11 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc10% owner | Bought · 5 lines | 1,697,919 | $79.45 | $134.9M | Oct 2, 2026filed Oct 5, 2026 | 1d |
| Berkshire Hathaway Inc10% owner | Bought · 3 lines | 705,690 | $80.15 | $56.6M | Oct 1, 2026filed Oct 5, 2026 | 2d |
| Berkshire Hathaway Inc10% owner | Bought | 638,813 | $81.59 | $52.1M | Sep 30, 2026filed Sep 30, 2026 | 0d |
| Berkshire Hathaway Inc10% owner | Bought | 12,289 | $81.95 | $1.0M | Sep 29, 2026filed Sep 30, 2026 | 1d |
| Berkshire Hathaway Inc10% owner | Bought | 5,200 | $81.96 | $426K | Sep 28, 2026filed Sep 30, 2026 | 2d |
| Berkshire Hathaway Inc10% owner | Bought · 2 lines | 485,102 | $81.15 | $39.4M | Sep 25, 2026filed Sep 25, 2026 | 0d |
| Berkshire Hathaway Inc10% owner | Bought · 2 lines | 640,930 | $80.90 | $51.9M | Sep 24, 2026filed Sep 25, 2026 | 1d |
| Berkshire Hathaway Inc10% owner | Bought | 532,993 | $81.65 | $43.5M | Sep 23, 2026filed Sep 25, 2026 | 2d |
| Berkshire Hathaway Inc10% owner | Bought · 2 lines | 644,084 | $77.79 | $50.1M | Sep 21, 2026filed Sep 21, 2026 | 0d |
| Berkshire Hathaway Inc10% owner | Bought · 4 lines | 1,346,675 | $76.52 | $103.0M | Sep 18, 2026filed Sep 21, 2026 | 1d |
| Berkshire Hathaway Inc10% owner | Bought · 2 lines | 677,749 | $79.02 | $53.6M | Sep 17, 2026filed Sep 21, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Armando J. OliveraDirector | Stock award | 24 | Oct 7, 2026 |
| Jeffrey SonnenfeldDirector | Stock award | 21 | Oct 7, 2026 |
| Serena WolfeDirector | Stock award | 15 | Oct 7, 2026 |
| Dacona SmithDirector | Stock award | 15 | Oct 7, 2026 |
| Sherrill W. HudsonDirector | Stock award | 15 | Oct 7, 2026 |
| Theron I. GilliamDirector | Stock award | 15 | Oct 7, 2026 |
| Amy BanseDirector | Stock award | 15 | Oct 7, 2026 |
| Teri P. McClureDirector | Stock award | 15 | Oct 7, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 10,176 | Oct 2, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 4,852 | Oct 1, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 4,008 | Sep 30, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 100 | Sep 29, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 7,022 | Sep 25, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 12,390 | Sep 24, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 1,263 | Sep 23, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 23,034 | Sep 21, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 34,722 | Sep 18, 2026 |
| Berkshire Hathaway Inc10% owner | Class B stock bought | 17,265 | Sep 17, 2026 |
| Armando J. OliveraDirector | Stock award | 535 | Aug 31, 2026 |
| Jeffrey SonnenfeldDirector | Stock award | 341 | Aug 31, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are. Purchases and sales of options, warrants, preferred stock or another share class are listed here too, by what was traded. They are not trades in this stock, so no price is given for them.
Congress trades in LEN
20 disclosures of 32 on record · median 28d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -5.9%S&P 500 +19.8% · -25.7 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -28.8%After the saleS&P 500 +9.4% · -38.2 pts vs S&P 500 | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -21.4%After the saleS&P 500 +11.3% · -32.7 pts vs S&P 500 | Dec 19, 2025 | Jan 12, 2026 | 24d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -26.8%S&P 500 +15.1% · -41.9 pts vs S&P 500 | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -31.1%After the saleS&P 500 +14.2% · -45.3 pts vs S&P 500 | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouse | Stock | Purchase | $1,001 - $15,000 | -22.7%S&P 500 +23.8% · -46.5 pts vs S&P 500 | Jun 26, 2025 | Sep 12, 2025 | 78d |
| Ritchie Torres | Stock | Sale | $1,001 - $15,000 | -52.1%After the saleS&P 500 +32.4% · -84.5 pts vs S&P 500 | Sep 26, 2024 | Aug 20, 2025 | 328d |
| Ritchie Torres | Stock | Purchase | $1,001 - $15,000 | -52.1%S&P 500 +32.4% · -84.5 pts vs S&P 500 | Sep 26, 2024 | Aug 20, 2025 | 328d |
| Jefferson Shreve | Stock | Purchase | $15,001 - $50,000 | -22.5%S&P 500 +34.5% · -57.0 pts vs S&P 500 | May 8, 2025 | Jun 22, 2025 | 45d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -24.5%After the saleS&P 500 +30.4% · -54.9 pts vs S&P 500 | May 12, 2025 | Jun 22, 2025 | 41d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -19.9%S&P 500 +29.0% · -48.9 pts vs S&P 500 | May 30, 2025 | Jun 6, 2025 | 7d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -25.8%S&P 500 +35.4% · -61.3 pts vs S&P 500 | Apr 1, 2025 | May 12, 2025 | 41d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | -17.5%After the saleS&P 500 +53.0% · -70.5 pts vs S&P 500 | Apr 8, 2025 | Apr 28, 2025 | 20d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | -20.7%S&P 500 +50.7% · -71.4 pts vs S&P 500 | Apr 5, 2025 | Apr 17, 2025 | 12d |
| Michael T. McCaul | Stock | Purchase | $50,001 - $100,000 | -20.7%S&P 500 +50.7% · -71.4 pts vs S&P 500 | Apr 5, 2025 | Apr 17, 2025 | 12d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -26.0%After the saleS&P 500 +35.9% · -61.9 pts vs S&P 500 | Mar 31, 2025 | Apr 11, 2025 | 11d |
| Jefferson Shreve | Stock | Sale | $15,001 - $50,000 | -29.1%After the saleS&P 500 +27.2% · -56.3 pts vs S&P 500 | Feb 24, 2025 | Mar 9, 2025 | 13d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -42.8%After the saleS&P 500 +59.5% · -102.3 pts vs S&P 500 | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.8%S&P 500 +90.4% · -74.6 pts vs S&P 500 | May 10, 2022 | Jun 10, 2022 | 31d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +183.7%After the saleS&P 500 +217.3% · -33.6 pts vs S&P 500 | Mar 18, 2020 | Apr 16, 2020 | 29d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in LEN, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 24, 20262 members report a position of $1,000 or more (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.1% |
A further member reports a position estimated under $1,000; that member is not listed.
Estimate, as of Oct 24, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling LEN?
Across the 11 most recent open-market filings shown here, 11 were purchases and 0 were sales.
Which members of Congress have traded LEN?
Alan Armstrong, Gilbert Ray Cisneros, Jr., Val T. Hoyle, Ritchie Torres, Jefferson Shreve, Michael T. McCaul and others disclosed LEN transactions in the filings shown here.
Which members of Congress hold LEN?
2 members of Congress report a position of $1,000 or more in LEN in the estimate we hold as of Oct 24, 2026. The estimated positions of $1,000 or more belong to Julie Johnson and Lucy McBath. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is LEN in the S&P 500 or the Nasdaq 100?
Lennar Corporation is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are LEN trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
