Market Cap
$19.7B
LEN
LENNAR CORP /NEW/
$80.09 ▼ -2.46%
Prev close $82.11Market cap$19.7B
ConsensusStrong Sell
12-mo target$79.00 (-1.6%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (1) Industrials & Manufacturing
Snapshot
The big-picture read on LEN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (8%)
Inst. Holders
50 funds
Inst. Value
$14.7B
Inst. Activity
33 buys / 17 sells
Insider Activity
$402.7M buy / $0.00 sell
Insider Net $
$402.7M
Social Sentiment
40° Cool
SEC Reports
5
Congressional
3 trades
Price chart 30d -4.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
BERKSHIRE HATHAWAY INC bought 4,008 shares
10%+ Owner @ $79.98 ($320.6K)
Sep 30, 2026 Insider
BERKSHIRE HATHAWAY INC bought 638,813 shares
10%+ Owner @ $81.59 ($52.1M)
Sep 30, 2026 short_volume
Short Volume: LEN — 63.7% short (1.4M / 2.2M)
Short: 1,407,676 | Exempt: 10,387 | TRF Vol: 2,210,293 | Short Ratio: 63.7% | Off-exchange volume (d
Sep 29, 2026 Insider
BERKSHIRE HATHAWAY INC bought 100 shares
10%+ Owner @ $80.00 ($8.0K)
Aug 10, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Jun 30, 2026 Inst.
BERKSHIRE HATHAWAY INC — ADD
13,111,741 shares ($1.2B)
Jun 30, 2026 Inst.
Jun 12, 2026 SEC GOLDMAN SACHS GROUP INC — ADD
3,585,545 shares ($324.5M)
Lennar filed an 8-K with an investor presentation (EX-99.1) on June 12, 2026, emphasizing its completed asset-light tran
8-K — Impact 2/10
Analyst ratings buy % -57.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
8% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Morgan Stanley | INITIATE | Underweight | 55% |
| Sep 22, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Underperform | 58% |
| Sep 21, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 18, 2026 | RBC Capital | MAINTAIN | Underperform | 55% |
| Sep 18, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Sep 18, 2026 | Evercore ISI Group | MAINTAIN | Underperform | 59% |
| Sep 17, 2026 | Citizens | REITERATE | Market Perform | 38% |
| Sep 16, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 14, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Sep 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 0 | 10 | 12 | 2 | 8% | |
| Aug 1, 2026 | 2 | 0 | 10 | 12 | 2 | 8% | |
| Jul 1, 2026 | 2 | 0 | 10 | 12 | 2 | 8% | |
| Jun 1, 2026 | 1 | 0 | 13 | 11 | 2 | 4% | |
| May 1, 2026 | 1 | 0 | 13 | 11 | 2 | 4% | |
| Apr 1, 2026 | 1 | 1 | 13 | 10 | 2 | 7% | |
| Mar 1, 2026 | 2 | 1 | 11 | 10 | 2 | 12% | |
| Feb 1, 2026 | 2 | 1 | 11 | 10 | 2 | 12% |
Price targets
Where 14 covering analysts think LEN trades over the next 12 months.
$79.00 -1.6% upside Hold
Current$80.26 Low$63.00 Median$75.00 High$120.00 14 analysts
$63.00$120.00
Analyst rating Hold· 3.5/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
40°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 2 neutral · avg impact 4.8/10.
NEUTRAL8-K2/10
Lennar filed an 8-K with an investor presentation (EX-99.1) on June 12, 2026, emphasizing its comple
Jun 12, 2026
BEARISH8-K7/10
Lennar Q2 2026 GAAP EPS of $1.24 narrowly beat the $1.23 consensus, but total revenues declined 5% Y
Jun 11, 2026
BULLISHCOURT-RULING6/10
The Supreme Court of Delaware affirmed a lower court ruling in favor of Lennar Corporation and Cal-A
Apr 22, 2026
MIXEDINST-CLUSTER6/10
In Q4 2025, a mixed institutional cluster emerged in Lennar Corp (LEN) with three institutions—Norge
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: LEN — 63.7% short (1.4M / 2.2M)
Short: 1,407,676 | Exempt: 10,387 | TRF Vol: 2,210,293 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: LEN — 59.6% short (1.2M / 2.1M)
Short: 1,244,908 | Exempt: 6,071 | TRF Vol: 2,087,098 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: LEN — 60.1% short (1.2M / 2.0M)
Short: 1,173,612 | Exempt: 1,099 | TRF Vol: 1,953,249 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: LEN — 62.9% short (1.4M / 2.3M)
Short: 1,430,737 | Exempt: 2,871 | TRF Vol: 2,273,523 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: LEN — 75.5% short (2.6M / 3.5M)
Short: 2,648,124 | Exempt: 37 | TRF Vol: 3,505,456 | Short Ratio: 75.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.44 | $1.37–$1.55 | -28.9% | -29.1% | 0↑ 1↓ | $8.8B | 11 |
| Next Q | $0.65 | $0.44–$0.84 | -26.6% | -23.8% | 0↑ 1↓ | $7.0B | 8 |
| Current FY | $4.94 | $4.75–$5.39 | -38.7% | -10.8% | 1↑ 1↓ | $31.5B | 10 |
| Next FY | $5.25 | $4.01–$6.98 | 6.1% | -18.9% | 0↑ 1↓ | $32.5B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.444 | — |
| 7d ago | $1.436 | +0.008 |
| 30d ago | $2.037 | -0.594 |
| 60d ago | $2.041 | -0.597 |
| 90d ago | $2.041 | -0.597 |
Institutional ownership
Which big funds own LEN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $14.7B total value (162,187,565 shares) as of 2026-Q2. Top holders: BlackRock,, BERKSHIRE, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,345,964 | $1.7B | 11.3% | — |
| BERKSHIRE HATHAWAY INC | 13,111,741 | $1.2B | 8.1% | ADD +29.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,021,553 | $1.2B | 8.0% | — |
| EAGLE CAPITAL MANAGEMENT LLC | 10,686,983 | $967.1M | 6.6% | — |
| STATE STREET CORP | 10,427,376 | $943.6M | 6.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,547,076 | $863.9M | 5.9% | — |
| Aristotle Capital Management, LLC | 7,836,325 | $709.1M | 4.8% | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6,683,066 | $604.8M | 4.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 5,832,989 | $525.8M | 3.6% | — |
| GOLDMAN SACHS GROUP INC | 3,585,545 | $324.5M | 2.2% | ADD +45.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | ADD | 10,099,642 | 13,111,741 | +29.8% | $1.2B |
| GOLDMAN SACHS GROUP INC | ADD | 2,464,378 | 3,585,545 | +45.5% | $324.5M |
| NORGES BANK | NEW | — | 2,459,776 | — | $222.6M |
| UBS Group AG | TRIM | 1,578,684 | 1,038,940 | -34.2% | $94.0M |
| AE Wealth Management LLC | ADD | 681,157 | 860,770 | +26.4% | $77.9M |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 158,477 | 716,049 | +351.8% | $64.8M |
| JANE STREET GROUP, LLC | DOUBLED | 26,701 | 714,799 | +2577.0% | $64.7M |
| HighTower Advisors, LLC | DOUBLED | 27,674 | 709,352 | +2463.2% | $64.2M |
| Quantinno Capital Management LP | DOUBLED | 146,204 | 651,288 | +345.5% | $58.9M |
| D. E. Shaw & Co., Inc. | TRIM | 1,033,239 | 624,733 | -39.5% | $56.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 40 transactions. Net $402.7M — $402.7M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 4,008 | $79.98 | $320.6K |
| Sep 30, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 638,813 | $81.59 | $52.1M |
| Sep 29, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 100 | $80.00 | $8.0K |
| Sep 29, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 12,289 | $81.95 | $1.0M |
| Sep 28, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 5,200 | $81.96 | $426.2K |
| Sep 25, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 313,379 | $80.90 | $25.4M |
| Sep 25, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 171,723 | $81.60 | $14.0M |
| Sep 25, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 7,022 | $79.53 | $558.5K |
| Sep 24, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 2,975 | $79.91 | $237.7K |
| Sep 24, 2026 | BERKSHIRE HATHAWAY INC | 10%+ Owner | BUY | 9,415 | $79.42 | $747.7K |
Congressional trades
LEN trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Lennar Corp | Sep 7, 2026(29d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Lennar Corp | May 13, 2026(31d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Lennar Corp | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LEN.
Shares short
18,169,952
Settlement Sep 15, 2026
Change vs prior
-0.4%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈7.5%
Estimate — not % of float
All LEN filing & press-release reports (5)
- 8-K reportJun 12, 2026
- 8-K reportJun 11, 2026
- COURT-RULING reportApr 22, 2026
- INST-CLUSTER reportFeb 28, 2026
- DEFA14A reportFeb 26, 2026