Welcome to our dedicated page for LENNAR /NEW/ 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on LENNAR /NEW/'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into LENNAR /NEW/'s regulatory disclosures and financial reporting.
Lennar Corp director Jeffrey Sonnenfeld reported an automatic grant of 17 deferred stock units tied to Class A Common Stock, valued using the $84.27 closing share price on the July 10, 2026 record date. The units are dividend equivalents under the outside directors' compensation program and convert into Class A shares only after he leaves the board. Following these updates, he holds 27,846 Class A shares and 591 Class B shares directly.
McClure Teri P reported acquisition or exercise transactions in this Form 4 filing.
Lennar Corp director Teri P. McClure received a grant of 14 restricted stock units tied to Class A common stock at a reference price of $84.27 per share. The RSUs arise from dividend equivalents on her unvested annual RSU grant and will vest with that grant. After this award, she directly holds 31,998 Class A shares and 275 Class B shares.
Lennar Corp director Serena Wolfe reported an acquisition of 14 Class A common share‑equivalent restricted stock units on July 10, 2026. The RSUs were issued as dividend equivalents on her unvested annual RSU grant under the outside directors' compensation program, using a closing‑price reference of $84.27 per share and bringing her direct holdings to 6,347 units. These RSUs will vest at the same time as the related annual RSU grant.
Smith Dacona reported acquisition or exercise transactions in this Form 4 filing.
Lennar Corporation director Dacona Smith received an automatic grant of 14 restricted stock units tied to dividend equivalents on the company’s common stock with a record date of July 10, 2026, under the outside directors’ compensation program. The RSUs are valued using a $84.27 closing share price and will vest at the same time as the related annual RSU grant, bringing Smith’s direct holdings to 6,277 shares/RSUs.
Gilliam Theron I reported acquisition or exercise transactions in this Form 4 filing.
LENNAR CORP /NEW/ director Theron I. Gilliam reported an award of 14 restricted stock units representing Class A common stock on July 10, 2026. The RSUs arose from dividend equivalents under the outside directors’ compensation program at a reference price of $84.27 per share and will vest with the related annual RSU grant. Following this, Gilliam holds 36,823 Class A and 432 Class B shares directly.
HUDSON SHERRILL W reported acquisition or exercise transactions in this Form 4 filing.
Lennar director Hudson Sherrill W received a grant of 14 restricted stock units tied to dividend equivalents on his unvested annual RSU award under the outside directors' compensation program at a reference price of $84.2700, bringing his direct holdings to 38,293 Class A and 5,650 Class B shares; the new RSUs will vest at the same time as the related annual grant.
OLIVERA ARMANDO J reported acquisition or exercise transactions in this Form 4 filing.
Lennar Corp. director Armando J. Olivera was granted 19 deferred stock units tied to Class A common stock as dividend equivalents on his director compensation, using a closing share price of $84.27 on the dividend record date. After this award, he holds 22,812 deferred stock units and 142 shares of Class B common stock, all directly.
Banse Amy reported acquisition or exercise transactions in this Form 4 filing.
Amy Banse, a director of Lennar, received a grant of 14 restricted stock units (RSUs) tied to dividend equivalents on her unvested annual RSU award, valued using the $84.27 closing price per share. After this award, she holds 16,962 Class A shares directly and 165 shares indirectly through a trust for her child.
Lennar Corporation reported lower results for the quarter and six months ended May 31, 2026. Quarterly revenues were $7.94 billion, down from $8.38 billion a year earlier, as Financial Services and Multifamily revenues declined. Net earnings attributable to Lennar fell to $304.8 million from $477.4 million, with basic and diluted EPS of $1.24 versus $1.81. For the first half of fiscal 2026, revenues were $14.56 billion and net earnings attributable to Lennar were $534.2 million, both below the prior-year period, partly reflecting smaller gains and higher losses in technology investments.
The balance sheet remained strong, with total assets of $33.70 billion and total liabilities of $11.94 billion. Lennar continued returning capital through share repurchases and dividends while using cash to expand inventories and land positions.
Lennar Corporation furnished an investor presentation describing its shift to an asset-light, manufacturing-focused homebuilding model. Since 2018, the company reduced owned homesites from 174K to 11K and increased controlled homesites from 69K to 486K, moving land risk to third parties.
Lennar reports using this model to free capital, repurchasing $9.6B of stock and retiring $6.9B of senior notes. The presentation also compares Lennar’s forward P/E multiple to NVR and the S&P 500, suggesting its valuation has not fully reflected the business transformation.