Insiders Trades
LC
Lennar Corp /NEW/ Stock: price and insider trades · United States
1 insider bought €523.1M of shares over the last 90 days, the latest filed 05 Oct 2026.
Lennar Corp /NEW/: what insiders have been doing
This page follows insider dealings at Lennar Corp /NEW/ as filed with SEC (Form 4), a company from the Construction sector. The last twelve months, up to 18 October 2026, brought 94 filings signed by 13 insiders.
The flow runs one way only: 1 insider bought (45 purchases totalling €523.1M) and nobody sold on the market. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. The largest single trade was a purchase of €81.1M by Berkshire Hathaway Inc, published on 21 September 2026. Those buying include 1 major shareholder.
Across the 5,814 companies tracked on its exchange, the median is 19 filings; at 94 filings, this issuer sits above that mark. The full history, which starts in 2016, counts 51 purchases against 17 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 30 November 2025 lists revenue at 34.19 bn USD and net income at 2.08 bn USD.
The latest purchase is recent: it was published 13 days ago, on 5 October 2026. Filings reach the SEC (Form 4) feed a median of 3 days after the trade. For comparison, the SEC allows two business days to file a Form 4.
Other companies in the same market with recent insider buying flagged by our signals: GameStop Corp. and Heico Corp. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
272
Thresholds
n/a
Buy Volume
€524M
51 ops. · all time
Sell Volume
€24M
17 ops. · all time
Who traded when
BuySaleBerkshire Hathaway Inc45 buys
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended November 2025 · cache
Income statement
RevenueUS$29.4B
Net incomeUS$1.8B6.1% margin
Last declaration on 8 October 2026
Declarations272 total
21 shares@ US$76.135.1% of flowClass A Common StockSEC:0001193125-26-418176:0
15 shares@ US$76.1333.7% of flowClass A Common StockSEC:0001193125-26-418166:0
24 shares@ US$76.133.8% of flowClass A Common StockSEC:0001193125-26-418179:0
15 shares@ US$76.1333.7% of flowClass A Common StockSEC:0001193125-26-418168:0
15 shares@ US$76.1333.7% of flowClass A Common StockSEC:0001193125-26-418161:0
15 shares@ US$76.1333.7% of flowClass A Common StockSEC:0001193125-26-418158:0
15 shares@ US$76.1333.7% of flowClass A Common StockSEC:0001193125-26-418153:0
92,830 shares@ US$80.571.3% of flowClass A Common StockSEC:0001193125-26-414744:1
Canonical exit: 30 Dec 2026 (T+90)
186,991 shares@ US$81.462.6% of flowClass A Common StockSEC:0001193125-26-414744:2
Canonical exit: 30 Dec 2026 (T+90)
448,113 shares@ US$78.376.0% of flowClass A Common StockSEC:0001193125-26-414744:3
Canonical exit: 31 Dec 2026 (T+90)
342,553 shares@ US$79.034.6% of flowClass A Common StockSEC:0001193125-26-414744:4
Canonical exit: 31 Dec 2026 (T+90)
842,753 shares@ US$80.0411.5% of flowClass A Common StockSEC:0001193125-26-414744:5
Canonical exit: 31 Dec 2026 (T+90)
44,300 shares@ US$81.140.6% of flowClass A Common StockSEC:0001193125-26-414744:6
Canonical exit: 31 Dec 2026 (T+90)
20,200 shares@ US$81.900.3% of flowClass A Common StockSEC:0001193125-26-414744:7
Canonical exit: 31 Dec 2026 (T+90)
3,802 shares@ US$78.260.1% of flowClass B Common StockSEC:0001193125-26-414744:8
Canonical exit: 30 Dec 2026 (T+90)
100 shares@ US$80.000.0% of flowClass B Common StockSEC:0001193125-26-414744:10
Canonical exit: 30 Dec 2026 (T+90)
2,290 shares@ US$77.120.0% of flowClass B Common StockSEC:0001193125-26-414744:11
Canonical exit: 31 Dec 2026 (T+90)
2,452 shares@ US$77.930.0% of flowClass B Common StockSEC:0001193125-26-414744:12
Canonical exit: 31 Dec 2026 (T+90)
299 shares@ US$79.740.0% of flowClass B Common StockSEC:0001193125-26-414744:14
Canonical exit: 31 Dec 2026 (T+90)
425,869 shares@ US$79.495.7% of flowClass A Common StockSEC:0001193125-26-414744:0
Canonical exit: 30 Dec 2026 (T+90)
950 shares@ US$79.510.0% of flowClass B Common StockSEC:0001193125-26-414744:9
Canonical exit: 30 Dec 2026 (T+90)
5,135 shares@ US$78.770.1% of flowClass B Common StockSEC:0001193125-26-414744:13
Canonical exit: 31 Dec 2026 (T+90)
638,813 shares@ US$81.5913.0% of flowClass A Common StockSEC:0001193125-26-409451:2
Canonical exit: 29 Dec 2026 (T+90)
100 shares@ US$80.000.0% of flowClass B Common StockSEC:0001193125-26-409451:3
Canonical exit: 28 Dec 2026 (T+90)
25 of 272 declarations
About Lennar Corp /NEW/
Lennar Corporation is one of the largest residential homebuilders in the United States and is listed on the NYSE/NASDAQ under the tickers LEN and LEN.B. Founded in 1954 in Miami, Florida, the company has evolved from a local homebuilder into a national platform focused on residential construction, land strategy, and related financial services. Its headquarters remain in Miami, and its brand is closely associated with quality, value, and a disciplined approach to building homes. For international investors, Lennar is a core proxy for the U.S. housing cycle, with earnings and cash generation influenced by mortgage rates, affordability, land availability, and regional demand trends.
The company’s primary business is homebuilding. Lennar constructs and sells single-family attached and detached homes and also acquires, develops, and sells residential land, both directly and through unconsolidated entities. Its product mix spans affordable homes, move-up homes, and active adult communities, allowing the company to address multiple end-market segments. This broad positioning gives Lennar scale across a wide range of U.S. housing demand, while also making it highly sensitive to local housing conditions and consumer confidence.
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Lennar also operates a Financial Services segment that provides mortgage financing, title, and closing services, mainly to buyers of Lennar homes. Through LMF Commercial, it also originates mortgage loans secured primarily by commercial real estate properties in the United States. In addition, the Multifamily segment develops high-quality rental apartment communities nationwide. A further segment, Lennar Other, includes strategic investments, including technology-oriented stakes designed to support innovation and efficiency in the homebuilding ecosystem. This diversified structure gives the group additional revenue streams and strategic optionality beyond pure home sales.
Geographically, Lennar has a broad U.S. footprint and operates across many states, with meaningful exposure to growth markets in the South, Southwest, and other high-demand regions. The scale of the platform supports purchasing power, operating leverage, and market coverage, which are important competitive advantages in a fragmented industry. At the same time, the business remains cyclical: margins, orders, and deliveries can shift quickly with changes in interest rates, buyer sentiment, and land costs.
Recent developments have centered on Lennar’s land-light transformation. In 2025, the company completed the spin-off of Millrose Properties, a step management described as part of a transition toward a more capital-efficient operating model. In 2026, Lennar reiterated this strategy and framed it as a move toward a manufacturing-style homebuilding model focused more on building homes than holding land. Its first-quarter fiscal 2026 commentary also highlighted a market still affected by elevated mortgage rates and cautious consumer sentiment. Overall, Lennar should be viewed as a large, cyclical U.S. housing platform with multiple operating segments, strong national reach, and meaningful sensitivity to the residential real estate environment in the United States.
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