
Insider and congress filings
Lennar Corporation (LEN-B)
NYSE · Consumer Cyclical · 25 insider transactions · 55 congress trades · last filed 18 days ago
About Lennar Corporation
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Residential Construction
- Chief executive
- Stuart A. Miller
- Employees
- 12,532
- Listed since
- -
- Market value
- $18.0B
- Price to earnings (12 mo)
- 14.3
- Net income per share, as reported (12 mo)
- $5.52
- Dividend yield
- 2.64%
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 | $1.27 | $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 | $2.20 | $9.4B | $9.0B | EPS missRevenue beat |
| Q3 FY2025reported Sep 18, 2025 | $2.31 | $2.09 | $8.8B | $10.3B | EPS beatRevenue miss |
| Q2 FY2025reported Jun 16, 2025 | $1.81 | $1.94 | $8.4B | $9.6B | EPS miss, GAAPRevenue miss |
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.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Gabelli Funds LLC | $101.0M | 1,138,200 | -0.3% | 0.47% |
| Vanguard Capital Management LLC | $89.5M | 1,009,284 | -6.9% | 0.42% |
| Vanguard Portfolio Management LLC | $40.0M | 450,403 | +6.0% | 0.19% |
| GAMCO Investors, Inc. et al | $39.9M | 449,362 | 0.0% | 0.19% |
| Greenhaven Associates Inc | $32.3M | 364,059 | 0.0% | 0.15% |
| BlackRock, Inc. | $29.1M | 328,164 | +0.5% | 0.14% |
| Berkshire Hathaway IncWarren Buffett | $26.4M | 298,117 | +25.4% | 0.12% |
| Goldman Sachs Group Inc | $22.5M | 253,790 | +61.8% | 0.10% |
| Norges Bank | $20.3M | 229,293 | New | 0.09% |
| Morgan Stanley | $16.7M | 187,760 | +23.7% | 0.08% |
| Raymond James Financial Inc | $16.4M | 185,172 | +27.8% | 0.08% |
| Goodhaven Capital Management, LLC | $14.5M | 162,990 | -0.3% | 0.07% |
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. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. 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.
Open-market insider trades
2 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc10% owner | Bought · 3 lines | 4,852 | $78.54 | $381K | Oct 1, 2026filed Oct 5, 2026 | 2d |
| Berkshire Hathaway Inc10% owner | Bought · 4 lines | 10,176 | $78.22 | $796K | Oct 2, 2026filed Oct 5, 2026 | 1d |
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 (12)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Amy BanseDirector | Stock award | 15 | Oct 7, 2026 |
| Teri P. McClureDirector | Stock award | 15 | Oct 7, 2026 |
| Theron I. GilliamDirector | Stock award | 15 | 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 |
| Jeffrey SonnenfeldDirector | Stock award | 21 | Oct 7, 2026 |
| Armando J. OliveraDirector | Stock award | 24 | Oct 7, 2026 |
| Berkshire Hathaway Inc10% owner | Class A stock bought | 705,690 | Oct 1, 2026 |
| Berkshire Hathaway Inc10% owner | Class A stock bought | 1,697,919 | Oct 2, 2026 |
| Berkshire Hathaway Inc10% owner | Class A stock bought | 12,289 | Sep 29, 2026 |
| Berkshire Hathaway Inc10% owner | Class A stock bought | 638,813 | Sep 30, 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-B
20 disclosures of 55 on record · median 19d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of ), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Aug 24, 2026 | Sep 4, 2026 | 11d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jan 6, 2026 | Feb 6, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Not captured | $1,001 - $15,000 | n/a | Jul 25, 2025 | Aug 7, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | May 19, 2025 | Jun 10, 2025 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | May 28, 2025 | Jun 10, 2025 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Mar 6, 2025 | Apr 10, 2025 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 25, 2025 | Mar 6, 2025 | 9d |
Since the trade: the stock's move from the trade date to the latest close we hold, an estimate. We hold no figure for any row shown here. Not investment advice.
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-B, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling LEN-B?
Across the 2 most recent open-market filings shown here, 2 were purchases and 0 were sales.
Which members of Congress have traded LEN-B?
Ro Khanna disclosed LEN-B transactions in the filings shown here.
How quickly are LEN-B trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 19 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.
