LENNAR CORP /NEW/
LENNAR CORP /NEW/ (LEN) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Lennar is one of the largest U.S. homebuilders, run on a land-light, high-volume model that prioritizes selling homes and turning inventory fast over holding land on its balance sheet. • Volume is holding while profitability is compressing: the most recent quarter delivered over 20,500 homes near the high end of guidance, but homebuilding gross margin fell to 15.6% from 17.8% as the company used incentives to keep sales moving. • The stock trades at a low multiple, around 4 times operating inc
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907 institutional managers reported holding LEN in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 45%. 103 opened new positions that quarter. Held by Vanguard Group, BlackRock, Berkshire Hathaway, among others. On the short side, 18.1M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (5.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LEN has cut its share count 23.4% over the past five years, spending $7.81B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 2 years straight. Cash returned over the past three years: $1.41B in dividends and $5.05B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LEN over the trailing three years: 2023: 4 buys totaling $402k; 2024: 1 buy totaling $247k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LEN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-04-02 | +3.5% | -2.6% |
| 2023-07-01 | +3.3% | -3.7% |
| 2023-09-30 | -3.5% | +17.3% |
| 2024-01-27 | +2.8% | +15.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LEN's latest 8-K filings: 2026-06-12 (items 7.01, 9.01); 2026-06-11 (items 2.02, 9.01); 2026-06-08 (items 5.02, 7.01, 9.01); 2026-04-13 (items 5.07, 9.01); 2026-03-12 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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