LEN Lennar (LEN) Insider Trading, Ownership & Congress Trades
Construction · General bldg contractors - residential bldgs · CIK 0000920760
Congress · 1
Funds added, last quarter
531
13F, latest reported quarter
What the filings say about LEN
Insiders, 180 days
+$382.9M net bought
1 buyer
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2026-01-09
Lennar insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, LENNAR CORP /NEW/ insiders bought a net $382.9M of stock across 54 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Oct 1, 2026.
- The trade is 1.6% of the 27,188,239 shares held after it.
- No other insider bought within 30 days.
- 531 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKSHIRE HATHAWAY INC bought about $35.1M of LEN on Oct 2, 2026; 531 funds added in the latest 13F quarter.Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Oct 1, 2026.
- The trade is 1.2% of the 27,530,792 shares held after it.
- No other insider bought within 30 days.
- 531 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKSHIRE HATHAWAY INC bought about $27.1M of LEN on Oct 2, 2026; 531 funds added in the latest 13F quarter.Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Oct 1, 2026.
- The trade is 3.0% of the 28,373,545 shares held after it.
- No other insider bought within 30 days.
- 531 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKSHIRE HATHAWAY INC bought about $67.5M of LEN on Oct 2, 2026, the largest insider purchase at the company on our record; 531 funds added in the latest 13F quarter.Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Oct 1, 2026.
- The trade is 0.2% of the 28,417,845 shares held after it.
- No other insider bought within 30 days.
- 531 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKSHIRE HATHAWAY INC bought about $3.6M of LEN on Oct 2, 2026; 531 funds added in the latest 13F quarter.Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Oct 1, 2026.
- The trade is 0.1% of the 28,438,045 shares held after it.
- No other insider bought within 30 days.
- 531 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider BERKSHIRE HATHAWAY INC bought about $1.7M of LEN on Oct 2, 2026; 531 funds added in the latest 13F quarter.54 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$382.9M over 180 days
+$382.9M over 90 days · +$382.9M of it by a 10%+ holder
the highest in Construction
Congress
1 member bought in the last year
the lowest in Construction
Funds
531 funds bought in last quarter
more than 96% of Construction
Revenue
-3.5% year over year
below 74% of Construction
Margin
6.1% net margin
more than 73% of Construction
Buybacks
$992.7M repurchased, FY to 2026-08-31
more than 92% of Construction
Short interest
10.5% of the float short (float per yahoo 2026-10-26) · 3.0 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 5Insider BERKSHIRE HATHAWAY INC bought $246.5M (20 trades, Sep 28 to Oct 2)
Watch LEN
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
Who owns LEN: institutional holders (13F)
13F holdings, latest reported quarter
18,674,128 sh
$1.7B
14,030,837 sh
$1.3B
13,409,858 sh
$1.2B
11,680,338 sh
$1.1B
10,686,983 sh
$967.1M
Congress trades in LEN
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-01-09 · disclosed 35 days later
$1,001 - $15,000
Sold 2025-12-19 · disclosed 24 days later
$1,001 - $15,000
Bought 2025-11-18 · disclosed 27 days later
$1,001 - $15,000
Sold 2025-09-23 · disclosed 17 days later
$1,001 - $15,000
Bought 2025-06-26 · disclosed 78 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
LEN planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
LEN mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
The Gabelli ABC Fund
$71.0M position · as of 2026-06-30
16.7%
iShares U.S. Home Construction ETF
$185.3M position · as of 2026-06-30
7.1%
Direxion Daily Homebuilders & Supplies Bull 3X Shares
$30.9M position · as of 2026-07-31
5.8%
Infrastructure Capital Equity Income ETF
$4.5M position · as of 2026-05-31
4.1%
Smead Value Fund
$150.5M position · as of 2026-05-29
3.9%
GoodHaven Fund
$9.8M position · as of 2026-05-31
3.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $382.9M bought by insiders over 180 days, 531 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
LEN financials
Revenue growth
-3.5%
XBRL, annual
Net margin
6.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$32.0B
four quarters, 2025-09-01 to 2026-08-31
Revenue, TTM LEN
| FY Nov 2025 | $34.2B |
| FY Nov 2024 | $35.4B |
| FY Nov 2023 | $34.2B |
| FY Nov 2022 | $33.7B |
| FY Nov 2021 | $27.1B |
| Aug 2026 | $8.0B |
| May 2026 | $7.9B |
| Feb 2026 | $6.6B |
| Nov 2025 | $9.4B |
| Aug 2025 | $8.8B |
| May 2025 | $8.4B |
| Feb 2025 | $7.6B |
| Nov 2024 | $9.9B |
At each fiscal year end
Single quarter
Net margin, TTM
+4.1%
net income over revenue, 2025-09-01 to 2026-08-31
Net margin, TTM LEN
| FY Nov 2025 | +6.1% |
| FY Nov 2024 | +11.1% |
| FY Nov 2023 | +11.5% |
| FY Nov 2022 | +13.7% |
| FY Nov 2021 | +16.3% |
| Aug 2026 | +3.5% |
| May 2026 | +3.8% |
| Feb 2026 | +3.5% |
| Nov 2025 | +5.2% |
| Aug 2025 | +6.7% |
| May 2025 | +5.7% |
| Feb 2025 | +6.8% |
| Nov 2024 | +11.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$811.3M
operating cash flow minus capex, 2025-09-01 to 2026-08-31
Free cash flow, TTM LEN
| FY Nov 2025 | $28.2M |
| FY Nov 2024 | $2.2B |
| FY Nov 2023 | $5.1B |
| FY Nov 2022 | $3.2B |
| FY Nov 2021 | $2.5B |
| Aug 2026 | -$96.3M |
| May 2026 | -$303.2M |
| Feb 2026 | -$463.5M |
| Nov 2025 | $1.7B |
| Aug 2025 | -$190.8M |
| May 2025 | -$1.1B |
| Feb 2025 | -$345.1M |
| Nov 2024 | $933.1M |
At each fiscal year end
Single quarter
Debt to equity
0.27x
long-term debt only, 2025-11-30 (9 months older than the period end); equity 2026-08-31
Debt to equity LEN
| FY Nov 2025 | 0.27x |
| FY Nov 2024 | 0.15x |
| FY Nov 2023 | 0.25x |
| FY Nov 2022 | 0.28x |
| FY Nov 2021 | 0.32x |
| Aug 2026 | 0.27x |
| May 2026 | 0.27x |
| Feb 2026 | 0.27x |
| Nov 2025 | 0.27x |
| Aug 2025 | 0.19x |
| May 2025 | 0.19x |
| Feb 2025 | 0.18x |
| Nov 2024 | 0.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.16x
TTM operating cash flow over long-term debt only, 2025-11-30 (9 months older than the period end)
Cash flow to debt LEN
| FY Nov 2025 | 0.04x |
| FY Nov 2024 | 0.57x |
| FY Nov 2023 | 0.78x |
| FY Nov 2022 | 0.49x |
| FY Nov 2021 | 0.38x |
| Aug 2026 | 0.16x |
| May 2026 | 0.15x |
| Feb 2026 | 0.01x |
| Nov 2025 | 0.04x |
| Aug 2025 | -0.14x |
| May 2025 | 0.10x |
| Feb 2025 | 0.42x |
| Nov 2024 | 0.57x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+5.9%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on equity LEN
| FY Nov 2025 | +8.3% |
| FY Nov 2024 | +14.4% |
| FY Nov 2023 | +15.5% |
| FY Nov 2022 | +20.5% |
| FY Nov 2021 | +22.8% |
| Aug 2026 | +5.9% |
| May 2026 | +7.3% |
| Feb 2026 | +8.0% |
| Nov 2025 | +8.3% |
| Aug 2025 | +10.7% |
| May 2025 | +13.2% |
| Feb 2025 | +15.1% |
| Nov 2024 | +14.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+3.8%
TTM net income over average of 2025-05-31 and 2026-05-31
Return on assets LEN
| FY Nov 2025 | +5.5% |
| FY Nov 2024 | +9.8% |
| FY Nov 2023 | +10.2% |
| FY Nov 2022 | +13.0% |
| FY Nov 2021 | +14.0% |
| Aug 2026 | +3.8% |
| May 2026 | +4.7% |
| Feb 2026 | +5.2% |
| Nov 2025 | +5.5% |
| Aug 2025 | +7.2% |
| May 2025 | +8.9% |
| Feb 2025 | +10.1% |
| Nov 2024 | +9.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital LEN
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| FY Nov 2021 | +19.0% |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed LEN
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| FY Nov 2021 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
P/E, trailing LEN
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| FY Nov 2021 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no close on file at or before the as-of date
Enterprise value LEN
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| FY Nov 2021 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no close on file at or before the as-of date
FCF yield LEN
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| FY Nov 2021 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
PEG, trailing LEN
| FY Nov 2025 | n/a |
| FY Nov 2024 | n/a |
| FY Nov 2023 | n/a |
| FY Nov 2022 | n/a |
| FY Nov 2021 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-11 | 2024-11 | 2023-11 | 2022-11 | |
|---|---|---|---|---|
| Revenue | $34.2B | $35.4B | $34.2B | $33.7B |
| Net income | $2.1B | $3.9B | $3.9B | $4.6B |
| EPS (diluted) | n/a | 14.31 | 13.73 | 15.72 |
| Operating cash flow | $216.8M | $2.4B | $5.2B | $3.3B |
| Cash | $3.8B | $4.9B | n/a | n/a |
| Long-term debt | $5.9B | $4.2B | n/a | n/a |
| Buybacks | $1.8B | $2.3B | $1.2B | $1.0B |
| Dividends paid | $521.0M | $548.8M | $430.6M | $438.0M |
SEC XBRL, fiscal years, as known on 2026-10-27
LEN Stock Sonar score 6/7 axes
Find similar shapesCompareLEN ranks highest on insider conviction (77th percentile) and institutional and government (68th), and lowest on growth (26th), among Construction peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
LEN filings, in plain words
Are Lennar insiders buying or selling LEN?
In the 180 days to 2026-10-27, Lennar insiders were net buyers, a net $382.9M across purchases and sales reported on Form 4, by 1 buyer.
Have members of Congress traded LEN?
Yes. In the year to 2026-10-27, 1 House member disclosed buying LEN and 1 House member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-01-09.
Read the full summary
In the 180 days to 2026-10-27, Lennar insiders were net buyers of LEN, a net $382.9M across purchases and sales reported on Form 4 by 1 buyer. Most of that figure, $382.9M, came from a holder of 10% or more rather than an officer or director. In the year to 2026-10-27, 1 member of Congress disclosed buying LEN and 1 member disclosed selling it; the latest on record is a sale by Gilbert Cisneros dated 2026-01-09. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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