Lennar Corporation (LEN)
What changed in recent filings
- Revenue -5% YoYQuarter ended May 31, 2026
- Institutions — 1 new · 1 added · 3 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Lennar Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q3Released Sep 16, 2026Revenue -8.7% YoY · EPS $1.19Released after the close: Sep 16 close → Sep 17 close, the stock moved +1.7% · over the same window, market +1.1% · sector +1.1%
- 26Q2Released Jun 11, 2026Revenue -5.2% YoY · EPS $1.24Released after the close: Jun 11 close → Jun 12 close, the stock moved -4.9% · over the same window, market +0.5% · sector -0.6%
- 26Q1Released Mar 12, 2026Revenue -13.3% YoY · EPS $0.93Released after the close: Mar 12 close → Mar 13 close, the stock moved +2.6% · over the same window, market -0.6% · sector +0.4%
- 25Q4Released Dec 16, 2025Revenue -5.8% YoYReleased after the close: Dec 16 close → Dec 17 close, the stock moved -4.5% · over the same window, market -1.1% · sector -1.5%
The next earnings release is estimated around Dec 15, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Lennar Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 5 → 2026 Q2: 6 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Lennar Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)under 0.01% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)0.01% of portfolio · held as of 2019 Q1 or earlier
- Capital World Investors0.04% of portfolio · held as of 2020 Q3 or earlier
- Berkshire Hathaway0.40% of portfolio · since 2025 Q1
- Tudor Investment Corp0.05% of portfolio · since 2025 Q4
- Bridgewater AssociatesNew this quarter0.01% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Lennar Corp. Class A Common Stock is the equity security representing ownership in Lennar Corp., a major U.S. homebuilder and real estate services company. Lennar’s current business centers on the construction and sale of single-family attached and detached homes, the acquisition and development of residential land, and the delivery of title insurance, mortgage financing, and closing services through its financial services operations. The company also develops and manages multifamily rental properties, giving it exposure to both for-sale housing and rental housing markets. Its operations are organized across homebuilding and related service segments that support buyers at different stages of the housing market, from entry-level to move-up communities. Lennar Corp. plays a significant role in the U.S. residential construction industry by combining homebuilding with financing, land development, and multifamily property activities.
What is the Construction sector?
Homebuilders and new developments. Sensitive to rates and housing supply.
Lennar Corporation is classified under the Construction sector. See peers below.
Lennar Corporation key financials
Based on SEC filings · as of Aug 31, 2026
Tap a metric name to see its meaning in the glossary.
Lennar Corporation vs Construction sector benchmark
Median of 7 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
LEN revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-05-31 revenue was $7.9B, -5.2% YoY.
The largest segment is Homebuilding West, 34.9% of revenue — a relatively diversified structure.
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Lennar Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
LEN on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Construction average
Peers · Construction
LEN FAQ
What is Lennar Corporation (LEN)?
Lennar Corp. Class A Common Stock is the equity security representing ownership in Lennar Corp., a major U.S. homebuilder and real estate services company. Lennar’s current business centers on the construction and sale of single-family attached and detached homes, the acquisition and development of residential land, and the delivery of title insurance, mortgage financing, and closing services through its financial services operations. The company also develops and manages multifamily rental properties, giving it exposure to both for-sale housing and rental housing markets. Its operations are organized across homebuilding and related service segments that support buyers at different stages of the housing market, from entry-level to move-up communities. Lennar Corp. plays a significant role in the U.S. residential construction industry by combining homebuilding with financing, land development, and multifamily property activities.
What sector is Lennar Corporation in?
Lennar Corporation is classified under Construction. Homebuilders and new developments. Sensitive to rates and housing supply.
What are Lennar Corporation's key financials?
As of Aug 31, 2026 in SEC filings: Revenue growth (YoY) -8.0%, Net margin 4.1%, ROE 9.5%, Debt-to-equity 0.27x. Definitions and interpretation are available on Stocklore.
What are Lennar Corporation's main revenue segments?
The largest segment is Homebuilding West, about 34.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Lennar Corporation (LEN) stock?
On Stocklore you can see LEN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.