Insider and congress filings

Lennar Corporation (LEN)

NYSE · Consumer Cyclical · 401 insider transactions · 32 congress trades · last filed 18 days agoS&P 500

11
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
11 buys·0 sells
Purchases and sales in the filings shown
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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%

www.lennar.com

Company news

1 article · newest first
HeadlineSourceDate
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-KOct 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
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Sep 16, 2026$1.23$1.28$8.0B$8.3BEPS missRevenue miss
Q2 FY2026reported Jun 11, 2026$1.24$1.24$7.9B$8.1BEPS in line, GAAPRevenue miss
Q1 FY2026reported Mar 12, 2026$0.93$0.95$6.6B$6.8BEPS miss, GAAPRevenue miss
Q4 FY2025reported Dec 16, 2025$1.93$2.21$9.4B$9.0BEPS missRevenue beat
Q3 FY2025reported Sep 18, 2025$2.00$2.10$8.8B$9.0BEPS missRevenue miss
Q2 FY2025reported Jun 16, 2025$1.90$1.94$8.4B$8.2BEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$1.7B18,345,964+0.5%7.56%
Berkshire Hathaway IncWarren Buffett$1.2B13,111,741+29.8%5.40%
Vanguard Capital Management LLC$1.2B13,021,553+0.6%5.37%
Greenhaven Associates Inc$1.0B11,316,279+6.4%4.66%
Eagle Capital Management LLC$967.1M10,686,983-1.8%4.41%
State Street Corp$943.6M10,427,376+3.9%4.30%
Vanguard Portfolio Management LLC$863.9M9,547,076+0.2%3.94%
Aristotle Capital Management, LLC$709.1M7,836,325-6.1%3.23%
Manufacturers Life Insurance Company, The$604.8M6,683,066+11.8%2.75%
Geode Capital Management, LLC$525.8M5,832,989+1.4%2.40%
ACR Alpine Capital Research, LLC$429.2M4,743,250+12.6%1.96%
Goldman Sachs Group Inc$324.5M3,585,545+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
ManagerValueSharesShare of book
Warren BuffettBerkshire Hathaway$1.2B13,111,7410.4%
Brave Warrior Advisors$214.7M2,373,1774.7%

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.

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Open-market insider trades

11 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Berkshire Hathaway Inc10% ownerBought · 5 lines1,697,919$79.45$134.9MOct 2, 2026filed Oct 5, 20261d
Berkshire Hathaway Inc10% ownerBought · 3 lines705,690$80.15$56.6MOct 1, 2026filed Oct 5, 20262d
Berkshire Hathaway Inc10% ownerBought638,813$81.59$52.1MSep 30, 2026filed Sep 30, 20260d
Berkshire Hathaway Inc10% ownerBought12,289$81.95$1.0MSep 29, 2026filed Sep 30, 20261d
Berkshire Hathaway Inc10% ownerBought5,200$81.96$426KSep 28, 2026filed Sep 30, 20262d
Berkshire Hathaway Inc10% ownerBought · 2 lines485,102$81.15$39.4MSep 25, 2026filed Sep 25, 20260d
Berkshire Hathaway Inc10% ownerBought · 2 lines640,930$80.90$51.9MSep 24, 2026filed Sep 25, 20261d
Berkshire Hathaway Inc10% ownerBought532,993$81.65$43.5MSep 23, 2026filed Sep 25, 20262d
Berkshire Hathaway Inc10% ownerBought · 2 lines644,084$77.79$50.1MSep 21, 2026filed Sep 21, 20260d
Berkshire Hathaway Inc10% ownerBought · 4 lines1,346,675$76.52$103.0MSep 18, 2026filed Sep 21, 20261d
Berkshire Hathaway Inc10% ownerBought · 2 lines677,749$79.02$53.6MSep 17, 2026filed Sep 21, 20262d

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)
InsiderEventSharesDate
Armando J. OliveraDirectorStock award24Oct 7, 2026
Jeffrey SonnenfeldDirectorStock award21Oct 7, 2026
Serena WolfeDirectorStock award15Oct 7, 2026
Dacona SmithDirectorStock award15Oct 7, 2026
Sherrill W. HudsonDirectorStock award15Oct 7, 2026
Theron I. GilliamDirectorStock award15Oct 7, 2026
Amy BanseDirectorStock award15Oct 7, 2026
Teri P. McClureDirectorStock award15Oct 7, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought10,176Oct 2, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought4,852Oct 1, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought4,008Sep 30, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought100Sep 29, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought7,022Sep 25, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought12,390Sep 24, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought1,263Sep 23, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought23,034Sep 21, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought34,722Sep 18, 2026
Berkshire Hathaway Inc10% ownerClass B stock bought17,265Sep 17, 2026
Armando J. OliveraDirectorStock award535Aug 31, 2026
Jeffrey SonnenfeldDirectorStock award341Aug 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Alan ArmstrongSelfStockPurchase$1,001 - $15,000-5.9%S&P 500 +19.8% · -25.7 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-28.8%After the saleS&P 500 +9.4% · -38.2 pts vs S&P 500Jan 9, 2026Feb 13, 202635d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000-21.4%After the saleS&P 500 +11.3% · -32.7 pts vs S&P 500Dec 19, 2025Jan 12, 202624d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-26.8%S&P 500 +15.1% · -41.9 pts vs S&P 500Nov 18, 2025Dec 15, 202527d
Val T. HoyleSpouseStockSale$1,001 - $15,000-31.1%After the saleS&P 500 +14.2% · -45.3 pts vs S&P 500Sep 23, 2025Oct 10, 202517d
Val T. HoyleSpouseStockPurchase$1,001 - $15,000-22.7%S&P 500 +23.8% · -46.5 pts vs S&P 500Jun 26, 2025Sep 12, 202578d
Ritchie TorresStockSale$1,001 - $15,000-52.1%After the saleS&P 500 +32.4% · -84.5 pts vs S&P 500Sep 26, 2024Aug 20, 2025328d
Ritchie TorresStockPurchase$1,001 - $15,000-52.1%S&P 500 +32.4% · -84.5 pts vs S&P 500Sep 26, 2024Aug 20, 2025328d
Jefferson ShreveStockPurchase$15,001 - $50,000-22.5%S&P 500 +34.5% · -57.0 pts vs S&P 500May 8, 2025Jun 22, 202545d
Jefferson ShreveStockSale$15,001 - $50,000-24.5%After the saleS&P 500 +30.4% · -54.9 pts vs S&P 500May 12, 2025Jun 22, 202541d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-19.9%S&P 500 +29.0% · -48.9 pts vs S&P 500May 30, 2025Jun 6, 20257d
Michael T. McCaulStockPurchase$1,001 - $15,000-25.8%S&P 500 +35.4% · -61.3 pts vs S&P 500Apr 1, 2025May 12, 202541d
Robert BresnahanStockSale$1,001 - $15,000-17.5%After the saleS&P 500 +53.0% · -70.5 pts vs S&P 500Apr 8, 2025Apr 28, 202520d
Michael T. McCaulStockPurchase$1,001 - $15,000-20.7%S&P 500 +50.7% · -71.4 pts vs S&P 500Apr 5, 2025Apr 17, 202512d
Michael T. McCaulStockPurchase$50,001 - $100,000-20.7%S&P 500 +50.7% · -71.4 pts vs S&P 500Apr 5, 2025Apr 17, 202512d
Jefferson ShreveStockSale$15,001 - $50,000-26.0%After the saleS&P 500 +35.9% · -61.9 pts vs S&P 500Mar 31, 2025Apr 11, 202511d
Jefferson ShreveStockSale$15,001 - $50,000-29.1%After the saleS&P 500 +27.2% · -56.3 pts vs S&P 500Feb 24, 2025Mar 9, 202513d
Ro KhannaStockSale$15,001 - $50,000-42.8%After the saleS&P 500 +59.5% · -102.3 pts vs S&P 500Jan 10, 2024Feb 5, 202426d
Ro KhannaStockPurchase$1,001 - $15,000+15.8%S&P 500 +90.4% · -74.6 pts vs S&P 500May 10, 2022Jun 10, 202231d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+183.7%After the saleS&P 500 +217.3% · -33.6 pts vs S&P 500Mar 18, 2020Apr 16, 202029d

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.

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, 2026

2 members report a position of $1,000 or more (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Julie JohnsonDemocrat · House$1,001 - $15,0000.1%
Lucy McBathDemocrat · House$1,001 - $15,0000.1%

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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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.

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