LEN
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
Lennar Corporation
- Nom
- Lennar Corporation
- Secteur
- Consumer Cyclical
- Industrie
- Residential Construction
- Bourse
- NYSE
- Capitalisation
- $20.2B
- Employés
- 12,532
- PDG
- Stuart A. Miller
- Site web
- https://www.lennar.com
- Marché
- CVCODFHDHIHOVKBHMHO
Lennar Corporation, an influential homebuilder in the United States, operates primarily under its widely recognized Lennar brand, alongside its various subsidiaries. The company structures its diverse business initiatives across several distinct divisions: regional homebuilding segments (East, Central, Texas, and West), a Financial Services arm, a Multifamily property development unit, and a broader "Lennar Other" category. At the heart of its operations, Lennar is deeply involved in the creation and sale of single-family homes, encompassing both attached and detached designs. Its activities also span the acquisition, development, and subsequent sale of land designated for residential use, in addition to the comprehensive development, construction, and ongoing management of rental properties in the multifamily sector. Expanding beyond physical construction, Lennar provides essential services such as residential mortgage financing, title protection, and closing services for its clientele and other interested parties. It also actively originates and divests securitized commercial mortgage loans. Furthermore, the corporation participates in strategic fund investment endeavors. Lennar's extensive customer base primarily caters to first-time purchasers, individuals seeking to upgrade their homes, active adult communities, and the luxury housing market. This enterprise, founded in 1954, is officially based in Miami, Florida.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
Decouvert par les declarations du Congres
- Insiders
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- Total bought
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Avg buy (VWAP, 90d window) —
- Total sold
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Avg sell (VWAP, 90d window) —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
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- Last synced
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2026-10-06 10:56:08
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Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
No Form 4 filings for this company in this window.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-08-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2026-07-07 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2026-05-01 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2026-04-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2026-01-29 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2026-01-09 | Gilbert Ray Cisneros | Sale (Full) | $1,001 - $15,000 |
| 2025-12-19 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2025-11-18 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2025-11-05 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2025-10-10 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2025-10-03 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2025-09-23 | Val Hoyle | Sale (Full) | $1,001 - $15,000 |
| 2025-07-25 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-06-26 | Val Hoyle | Purchase | $1,001 - $15,000 |
| 2025-06-26 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2025-06-16 | Michael T. McCaul | Sale | $15,001 - $50,000 |
| 2025-05-30 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve | Sale (Full) | $15,001 - $50,000 |
| 2025-05-08 | Jefferson Shreve | Purchase | $15,001 - $50,000 |
| 2025-04-08 | Robert P. Bresnahan | Sale (Full) | $1,001 - $15,000 |
| 2025-04-01 | Michael T. McCaul | Purchase | $1,001 - $15,000 |
| 2025-03-31 | Jefferson Shreve | Sale (Full) | $15,001 - $50,000 |
| 2025-03-25 | Michael T. McCaul | Purchase | $15,001 - $50,000 |
| 2025-03-13 | Michael T. McCaul | Purchase | $50,001 - $100,000 |
| 2025-02-24 | Jefferson Shreve | Sale (Partial) | $15,001 - $50,000 |
| 2024-11-15 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-09-26 | Ritchie Torres | Purchase | $1,001 - $15,000 |
| 2024-09-26 | Ritchie Torres | Sale (Full) | $1,001 - $15,000 |
| 2024-01-10 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2024-01-10 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-12-27 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-11-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-11-02 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-09-06 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-06-27 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-05 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-13 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-04-11 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-11 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-02-17 | Ro Khanna | Sale | $50,001 - $100,000 |
| 2022-01-21 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-01-20 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-01-11 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-01-11 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2020-06-19 | Donna Shalala | Sale (Partial) | $100,001 - $250,000 |
| 2020-05-13 | Donna Shalala | Sale (Partial) | $100,001 - $250,000 |
| 2020-05-07 | Donna Shalala | Sale (Partial) | $250,001 - $500,000 |
| 2020-03-18 | Gilbert Ray Cisneros | Sale (Full) | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.
LEN presents a deeply conflicted profile: Berkshire Hathaway's aggressive $190M+ stake accumulation to 12% is a powerful contrarian catalyst that cannot be ignored, yet the underlying financials are severely stressed…
The first sentence of the analysis written for LEN on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. No open-market purchase or sale value stored
- Congress Supports a bullish reading. 3 purchase disclosures year to date
- Narrative Unavailable or mixed. Stored narrative reading is in the neutral band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Supports a bullish reading. Current ratio 3.12 · operating margin 8.0%
Market snapshot
Financial ratios
| Metric | Trend | 2025-11-30 | 2024-11-30 | 2023-11-30 | 2022-11-30 | 2021-11-30 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 9.9% | 15.5% | 17.4% | 21.4% | 20.4% | |
| Ebit Margin | 8.3% | 14.7% | 15.2% | 17.9% | 21.5% | |
| Ebitda Margin | 8.7% | 15.0% | 15.6% | 18.2% | 21.8% | |
| Operating Profit Margin | 8.0% | 13.7% | 15.9% | 20.2% | 18.9% | |
| Pretax Profit Margin | 8.2% | 14.6% | 15.2% | 17.9% | 21.4% | |
| Continuous Operations Profit Margin | 6.2% | 11.2% | 11.6% | 13.8% | 16.4% | |
| Net Profit Margin | 6.1% | 11.1% | 11.5% | 13.7% | 16.3% | |
| Bottom Line Profit Margin | 6.0% | 11.0% | 11.4% | 13.5% | 16.1% | |
| Current Ratio | 3.119 | 3.441 | 4.039 | 4.828 | 5.058 | |
| Quick Ratio | 0.965 | 0.848 | 1.229 | 1.097 | 0.918 | |
| Solvency Ratio | 0.180 | 0.305 | 0.323 | 0.342 | 0.370 | |
| Cash Ratio | 0.692 | 0.635 | 0.975 | 0.818 | 0.634 | |
| Price To Earnings Ratio | 16.320 | 12.187 | 9.317 | 5.580 | 7.356 | |
| Price To Earnings Growth Ratio | -0.369 | 2.885 | -0.730 | 0.546 | 0.091 | |
| Forward Price To Earnings Growth Ratio | -0.369 | 2.885 | -0.730 | 0.546 | 0.091 | |
| Price To Earnings Diluted Ratio | 16.320 | 12.187 | 9.317 | 5.587 | 7.362 | |
| Price To Earnings Diluted Growth Ratio | -0.369 | 2.885 | -0.736 | 0.550 | 0.090 | |
| Price To Book Ratio | 1.529 | 1.702 | 1.363 | 1.056 | 1.547 | |
| Price To Sales Ratio | 0.982 | 1.338 | 1.059 | 0.756 | 1.187 | |
| Price To Free Cash Flow Ratio | 1,191.011 | 21.254 | 7.134 | 7.934 | 13.053 | |
| Price To Operating Cash Flow Ratio | 154.817 | 19.738 | 6.997 | 7.795 | 12.717 | |
| Debt To Assets Ratio | 0.183 | 0.108 | 0.131 | 0.167 | 0.197 | |
| Debt To Equity Ratio | 0.288 | 0.160 | 0.193 | 0.264 | 0.314 | |
| Debt To Capital Ratio | 0.223 | 0.138 | 0.162 | 0.209 | 0.239 | |
| Long Term Debt To Capital Ratio | 0.152 | 0.062 | 0.085 | 0.141 | 0.164 | |
| Financial Leverage Ratio | 1.568 | 1.482 | 1.476 | 1.576 | 1.595 | |
| Working Capital Turnover Ratio | 2.222 | 1.792 | 1.597 | 1.634 | 1.483 | |
| Operating Cash Flow Ratio | 0.039 | 0.307 | 0.770 | 0.557 | 0.547 | |
| Operating Cash Flow Sales Ratio | 0.006 | 0.068 | 0.151 | 0.097 | 0.093 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.130 | 0.929 | 0.981 | 0.982 | 0.974 | |
| Debt Service Coverage Ratio | 1.016 | 1.674 | 1.591 | 2.072 | 1.939 | |
| Interest Coverage Ratio | 198.242 | 258.376 | 352.446 | 354.854 | 255.102 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.098 | 0.989 | 2.028 | 1.435 | 1.086 | |
| Operating Cash Flow Coverage Ratio | 0.034 | 0.540 | 1.008 | 0.514 | 0.387 | |
| Capital Expenditure Coverage Ratio | 1.149 | 14.014 | 51.902 | 57.078 | 38.863 | |
| Dividend Paid And Capex Coverage Ratio | 0.306 | 3.337 | 9.766 | 6.594 | 6.755 | |
| Dividend Payout Ratio | 0.251 | 0.140 | 0.109 | 0.095 | 0.070 | |
| Enterprise Value Multiple | 12.180 | 8.819 | 6.536 | 4.415 | 6.045 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 9.9% | ▼-5.6% | ▼-7.0% |
| Ebit Margin | 8.3% | ▼-6.4% | ▼-7.3% |
| Ebitda Margin | 8.7% | ▼-6.3% | ▼-7.2% |
| Operating Profit Margin | 8.1% | ▼-5.6% | ▼-7.3% |
| Pretax Profit Margin | 8.2% | ▼-6.4% | ▼-7.2% |
| Continuous Operations Profit Margin | 6.2% | ▼-5.0% | ▼-5.7% |
| Net Profit Margin | 6.1% | ▼-5.0% | ▼-5.7% |
| Bottom Line Profit Margin | 6.0% | ▼-5.0% | ▼-5.6% |
| Current Ratio | 3.119 | ▼-0.321 | ▼-0.978 |
| Quick Ratio | 0.965 | ▲0.117 | ▼-0.047 |
| Solvency Ratio | 0.180 | ▼-0.124 | ▼-0.124 |
| Cash Ratio | 0.692 | ▲0.057 | ▼-0.059 |
| Price To Earnings Ratio | 16.320 | ▲4.133 | ▲6.168 |
| Price To Earnings Growth Ratio | -0.369 | ▼-3.254 | ▼-0.854 |
| Forward Price To Earnings Growth Ratio | -0.369 | ▼-3.254 | ▼-0.854 |
| Price To Earnings Diluted Ratio | 16.320 | ▲4.133 | ▲6.165 |
| Price To Earnings Diluted Growth Ratio | -0.369 | ▼-3.254 | ▼-0.853 |
| Price To Book Ratio | 1.529 | ▼-0.173 | ▲0.089 |
| Price To Sales Ratio | 0.982 | ▼-0.357 | ▼-0.083 |
| Price To Free Cash Flow Ratio | 1191.011 | ▲1169.756 | ▲942.934 |
| Price To Operating Cash Flow Ratio | 154.817 | ▲135.080 | ▲114.405 |
| Debt To Assets Ratio | 0.183 | ▲0.076 | ▲0.026 |
| Debt To Equity Ratio | 0.288 | ▲0.128 | ▲0.044 |
| Debt To Capital Ratio | 0.223 | ▲0.086 | ▲0.029 |
| Long Term Debt To Capital Ratio | 0.152 | ▲0.089 | ▲0.031 |
| Financial Leverage Ratio | 1.568 | ▲0.086 | ▲0.028 |
| Working Capital Turnover Ratio | 2.222 | ▲0.430 | ▲0.477 |
| Operating Cash Flow Ratio | 0.039 | ▼-0.267 | ▼-0.405 |
| Operating Cash Flow Sales Ratio | 0.006 | ▼-0.061 | ▼-0.077 |
| Free Cash Flow Operating Cash Flow Ratio | 0.130 | ▼-0.799 | ▼-0.669 |
| Debt Service Coverage Ratio | 1.016 | ▼-0.658 | ▼-0.642 |
| Interest Coverage Ratio | 198.242 | ▼-60.134 | ▼-85.562 |
| Short Term Operating Cash Flow Coverage Ratio | 0.098 | ▼-0.890 | ▼-1.029 |
| Operating Cash Flow Coverage Ratio | 0.034 | ▼-0.506 | ▼-0.462 |
| Capital Expenditure Coverage Ratio | 1.149 | ▼-12.864 | ▼-31.452 |
| Dividend Paid And Capex Coverage Ratio | 0.305 | ▼-3.031 | ▼-5.046 |
| Dividend Payout Ratio | 0.251 | ▲0.111 | ▲0.118 |
| Enterprise Value Multiple | 12.180 | ▲3.361 | ▲4.581 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $33.57B | $47.44B | $36.24B | $25.46B | $32.21B | |
| Enterprise value | $36.08B | $46.91B | $34.82B | $27.02B | $35.82B | |
| EV / Sales | 1.05x | 1.32x | 1.02x | 0.80x | 1.32x | |
| EV / Op. cash flow | 166.40x | 19.52x | 6.72x | 8.27x | 14.14x | |
| EV / Free cash flow | 1280.13x | 21.02x | 6.86x | 8.42x | 14.52x | |
| EV / EBITDA | 12.18x | 8.82x | 6.54x | 4.42x | 6.04x | |
| Net debt / EBITDA | 0.85x | -0.10x | -0.27x | 0.26x | 0.61x | |
| Current ratio | 3.12x | 3.44x | 4.04x | 4.83x | 5.06x | |
| Income quality | 0.10x | 0.61x | 1.31x | 0.70x | 0.57x | |
| Graham number | $124 | $183 | $171 | $173 | $149 | |
| Graham net-net | -$6 | $11 | $17 | $11 | $4 | |
| Tax burden | 73.9% | 75.8% | 75.7% | 76.7% | 76.1% | |
| Interest burden | 99.5% | 99.6% | 99.7% | 99.7% | 99.7% | |
| Working capital | $11.65B | $19.12B | $20.44B | $22.43B | $18.79B | |
| Invested capital | $16.19B | $23.54B | $24.62B | $26.57B | $22.92B | |
| Return on assets | 6.0% | 9.5% | 10.0% | 12.1% | 13.3% | |
| Operating ROA | 7.3% | 12.0% | 14.1% | 19.1% | 16.3% | |
| Return on tangible assets | 6.7% | 10.4% | 11.1% | 13.4% | 15.0% | |
| Return on equity | 9.5% | 14.1% | 14.8% | 19.1% | 21.3% | |
| Return on invested capital | 6.6% | 10.3% | 11.8% | 15.2% | 12.7% | |
| Return on capital employed | 9.5% | 14.5% | 16.7% | 21.1% | 18.0% | |
| Earnings yield | 6.2% | 8.3% | 10.9% | 18.1% | 13.8% | |
| Free cash flow yield | 0.1% | 4.7% | 14.0% | 12.6% | 7.7% | |
| Capex / Op. cash flow | 87.0% | 7.1% | 1.9% | 1.8% | 2.6% | |
| Capex / Depreciation | 140.4% | 148.5% | 90.6% | 65.7% | 75.8% | |
| Capex / Sales | 0.6% | 0.5% | 0.3% | 0.2% | 0.2% | |
| SG&A / Sales | 1.9% | 1.8% | 1.5% | 1.2% | 1.5% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 0.5% | 0.5% | 0.5% | 0.5% | 0.5% | |
| Intangibles / Total assets | 10.5% | 8.8% | 9.3% | 9.6% | 10.9% | |
| Days sales outstanding | 16d | 17d | 18d | 17d | 17d | |
| Days payables outstanding | 21d | 22d | 21d | 22d | 22d | |
| Operating cycle | 156d | 265d | 262d | 319d | 341d | |
| Cash conversion cycle | 135d | 242d | 241d | 297d | 319d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-05 Berkshire Buys $190 Million More Lennar Stock; It Now Owns 12% of the Big Homebuilder Berkshire''s latest purchases were made last Thursday and Friday. Lennar stock fell almost 7% Monday after the publication of a negative report on the company.
- 2026-10-05 LENNAR INVESTIGATION: Lennar Investors with Losses Should Contact Block & Leviton LLP BOSTON, Oct. 05, 2026 (GLOBE NEWSWIRE) -- Block & Leviton is investigating Lennar Corporation (NYSE: LEN) for potential securities law violations. Investors who have lost money in their Lennar investment should contact the firm to learn more about how they might recover those losses.
- 2026-10-05 Lennar Plunges 22% YTD: Can the Stock Rebound in the Near Future? LEN''s shares face pressure from high mortgage rates, weaker affordability, falling home prices and sharp margin compression.
- 2026-10-05 MILLROSE PROPERTIES INVESTOR ALERT: Julie & Holleman Investigates Potential Misconduct Related to Dealings with Lennar NEW YORK, Oct. 05, 2026 (GLOBE NEWSWIRE) -- Julie & Holleman LLP is investigating potential claims on behalf of stockholders of Millrose Properties, Inc. (NYSE: MRP) relating to the company''s relationship and transactions with Lennar Corporation (NYSE: LEN).
- 2026-10-05 Berkshire Hathaway Says It''s Now America''s 4th-Largest Homebuilder. It Also Owns More Than 10% of Lennar. Berkshire acquired Taylor Morrison and will merge it with its own collection of homebuilders. The U.S. housing market has been struggling for years as result of a housing shortage.
- 2026-10-05 Lennar Corporation (LEN) to Distribute Quarterly Dividend of $0.50 on October 22nd Lennar Corporation (NYSE: LEN - Get Free Report) announced a quarterly dividend on Wednesday, September 23rd. Shareholders of record on Wednesday, October 7th will be given a dividend of $0.50 per share by the construction company on Thursday, October 22nd. This represents a $2.00 dividend on an annualized basis and a yield of 2.5%. The ex-dividend
- 2026-10-03 Berkshire Hathaway Is Buying Up Shares of This Beaten-Down Stock. Should You Invest Too? From Sept. 28 through Sept. 30, Berkshire added more than 660,000 shares to its position in Lennar.
- 2026-10-03 Greg Abel Committed $6.8 Billion to Homebuilders Like Lennar, Increasing Berkshire''s Stake by 30%, Even as Mortgage Rates Sit Near 7.5% and Builder Sentiment Hits Multi-Year Lows. Is This Bold Conviction or a Costly Miscalculation? Wall Street tends to be myopically focused on near-term events. Greg Abel is the CEO of a company that thinks long term.
- 2026-10-03 Berkshire buys more Lennar shares, but pace of purchases slows Berkshire Hathaway added to its bet on Lennar this week, raising its stake in the homebuilder to 11.2%, although the pace of its buying appears to be slowing.
- 2026-10-02 Warren Buffett Adds to Lennar Corp (LEN) as Shares Trade 37% Below GF Value A Notable Increase in an Undervalued Homebuilder On Sept. 30, 2026, Warren Buffett (Trades, Portfolio) executed a purchase of Lennar Corp (LEN) shares, increasi