Welcome to our dedicated page for Lennar SEC filings (Ticker: LEN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Lennar Corporation’s SEC filings, offering a detailed view of how one of the nation’s largest homebuilders reports its activities to regulators and investors. Lennar’s Class A (LEN) and Class B (LEN.B) common stock are listed on the New York Stock Exchange, and the company files periodic and current reports under the Securities Exchange Act of 1934.
Among the most important documents for Lennar are its annual reports on Form 10-K and quarterly reports on Form 10-Q, which are not reproduced in the input but are part of the company’s regular reporting cycle. These filings typically include segment information for homebuilding, financial services, multifamily and Lennar Other, along with discussions of revenues from home sales, margins, tax matters and risk factors relevant to the housing and construction sector.
Lennar also files numerous current reports on Form 8-K. Recent 8-Ks have covered:
- Earnings releases for the third and fourth quarters and the fiscal year, furnished under Item 2.02 (Results of Operations and Financial Condition).
- Leadership changes, including retirements of senior executives and board members, and related consulting arrangements, disclosed under Item 5.02 (Departure of Directors or Certain Officers; Appointment of Certain Officers).
- Other corporate developments tied to governance and management structure.
For users interested in capital structure and corporate transactions, Lennar’s filings and related documents describe the spin-off of Millrose Properties, Inc. and the subsequent exchange offer in which Lennar offered to exchange Millrose shares it retained for shares of Lennar Class A common stock. These materials explain how the transaction affected Lennar’s investments in unconsolidated entities and stockholders’ equity.
On Stock Titan, Lennar’s filings are updated in line with EDGAR releases, and AI-powered tools can help summarize lengthy documents such as 10-Ks, 10-Qs and 8-K exhibits. Users can quickly identify key points about segment performance, tax impacts, one-time items, leadership changes and transaction structures without reading every page of the underlying filing.
Investors reviewing Lennar’s SEC filings can use this page to track how the company reports its homebuilding operations, financial services activities, multifamily development, technology investments and governance changes over time.
Lennar Corporation is asking stockholders to vote at its virtual 2026 annual meeting on electing nine directors, approving executive pay on an advisory basis, ratifying Deloitte & Touche as auditor, and two stockholder proposals on voting rights that the Board recommends voting against.
The company highlights fiscal 2025 performance with $34.2 billion in revenues, $2.1 billion in net earnings, and delivery of 82,583 homes on 83,978 new home orders. Lennar emphasizes its asset-light land strategy following the Millrose spin-off, significant share repurchases, and a strong pay-for-performance framework.
The proxy describes an independent, committee-driven Board, robust risk and cybersecurity oversight, extensive stockholder engagement, and a compensation program where most named executive officer pay is performance- or equity-based. In 2025, about 88% of votes supported Lennar’s executive compensation program.
Lennar Corporation VP & Controller David M. Collins reported tax-related share dispositions. On February 14, 2026, he surrendered 1,177, 836 and 998 shares of Class A common stock at $122.28 per share to cover tax liabilities on vesting restricted stock under 10b5-1 plans. After these transactions, he held 49,619 Class A shares and 3,537 Class B shares directly.
Lennar Corporation’s Chief Legal Officer and Secretary, Katherine Lee Martin, reported tax-related share dispositions. On February 14, 2026, she surrendered 2,966 and 989 shares of Class A common stock, at $122.28 per share, to cover tax liabilities on vesting restricted stock originally granted on September 2, 2025. After these tax-withholding transactions, she held 55,611 shares directly.
Lennar Corp /NEW/ filed a Form 13F reporting institutional holdings. The filing lists 5 information-table entries with a total reported market value of $172,986,772 and identifies 2 other included managers (Len X, LLC; Len FW Investor, LLC). The report was signed by Mark Liberman on 02-17-2026.
Lennar Corporation describes a broad U.S. housing platform built around homebuilding, financial services, multifamily and single‑family rentals. Homebuilding remains the core business, generating $32 billion of revenue, or about 94% of consolidated revenues in fiscal 2025, with 82,583 home deliveries and an average sales price of $391,000.
The company is pushing a land-light strategy, controlling 98% of homesites through options and joint ventures as of November 30, 2025. A key step was the Millrose Properties spin-off, to which Lennar contributed $5.6 billion in land assets and $1.0 billion in cash, followed by an exchange offer that used 33,298,754 Millrose Class A shares to acquire 8,049,594 Lennar Class A shares.
Financial Services originated about 55,900 residential loans totaling $20.0 billion, serving most Lennar buyers and selling loans into the secondary market. The Multifamily segment has helped develop 128 communities with roughly 39,300 units and manages funds and ventures with a $2.8 billion development pipeline, while single-family rental ventures such as Upward America have acquired thousands of rental homes. The filing also details extensive risk factors, including housing cyclicality, inflation, interest rates, land access, competition and reliance on land banks and Millrose.
Lennar Corporation Executive Chairman and CEO Stuart A. Miller, who is also a 10% owner, reported equity awards and related share withholding in Class A common stock on January 20, 2026. He received 161,083 shares of Class A common stock subject to performance-based vesting over a three-year performance period and 69,035 shares of Class A common stock that vest in three equal installments on February 14, 2027, 2028, and 2029. Both grants were recorded at $0.00 per share and are subject to forfeiture under their terms. In connection with a restricted stock grant on January 20, 2026, 25,913 Class A shares were surrendered to Lennar at $115.16 per share to satisfy tax withholding under a Rule 10b5-1 plan. After these transactions, Miller directly held 1,168,244 Class A shares and 121,322 Class B shares, with additional Class A and Class B shares reported as indirectly held through various trusts and ESOP-related accounts.
Lennar Corporation VP & Chief Financial Officer Diane J. Bessette reported equity compensation activity in Class A common stock on January 20, 2026. She received two grants of 20,625 Class A shares each at a price of $0.00 per share. One grant is subject to performance-based vesting conditions over a three-year performance period, and the other vests in three equal installments on February 14, 2027, February 14, 2028, and February 14, 2029, with both grants subject to forfeiture under their terms.
On the same date, 6,871 Class A shares were surrendered to the company at $115.16 per share to satisfy tax withholding obligations arising from the restricted stock grant under a Rule 10b5-1 plan. Following these transactions, Bessette directly held 338,868 Class A shares. Additional Class A and Class B shares are held in custodial accounts for a minor child under the Florida Uniform Transfers to Minors Act by Bessette and her spouse, and she disclaims beneficial ownership of those custodial shares.
Lennar Corporation reported that VP & Controller David M. Collins received an award of 8,687 shares of Class A common stock on January 20, 2026 at a price of $0.00 per share, indicating a stock-based compensation grant rather than an open-market purchase.
These Class A shares vest in three equal installments on February 14, 2027, February 14, 2028, and February 14, 2029, and the grant is subject to forfeiture under its terms. Following this award, Collins beneficially owns 52,630 Class A shares and 3,537 Class B shares of Lennar common stock, all held directly.