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Lennar SEC Filings

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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.

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Lennar Corporation Chief Legal Officer and Secretary Katherine Lee Martin reported receiving two equity awards of Class A common stock on January 20, 2026. Each grant covered 8,683 shares at a price of $0.00 per share, for a total of 17,366 shares awarded.

One 8,683-share grant is subject to performance-based vesting over a three-year performance period, and the other 8,683-share grant vests in three equal installments on February 14, 2027, February 14, 2028, and February 14, 2029. After these grants, she beneficially owned 59,566 shares of Lennar Class A common stock directly, and the awards are subject to forfeiture under their terms.

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BlackRock, Inc. has filed an amended ownership report showing a significant stake in Lennar Corporation Class A stock. As of December 31, 2025, BlackRock reported beneficial ownership of 16,936,080 Class A shares, representing 7.6% of the outstanding class. It held 15,774,819 shares with sole voting power and all 16,936,080 shares with sole power to dispose.

The filing explains that these shares are held by certain BlackRock business units in the ordinary course of business. Various underlying clients have the right to receive dividends or sale proceeds from Lennar shares, but no individual client holds more than five percent of Lennar’s total common shares. BlackRock certifies that the position is not intended to change or influence control of Lennar.

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Gabelli-affiliated investment entities filed an amended Schedule 13D reporting a 1,724,170‑share position in Lennar’s Class B common stock, equal to 5.49% of the 31,405,194 Class B shares outstanding. The holdings are spread mainly across Gabelli Funds (1,141,300 shares) and GAMCO Asset Management (454,670 shares), with smaller positions at MJG Associates, GGCP and Mario Gabelli personally.

The group used approximately $1,401,710 to buy additional Class B shares, largely through client accounts at GAMCO and private funds from Mario Gabelli. The filing explains that Lennar’s charter currently blocks voluntary conversion of Class B into Class A and requires Class B to remain at least 10% of total Class A and B shares or convert automatically. The reporting holders state they believe shareholders should be allowed to vote on amendments that would permit Class B convertibility and remove the minimum Class B threshold, shifting decisions on capital structure and governance to a shareholder vote.

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Lennar Corporation filed a current report to state that on December 16, 2025 it issued a press release announcing its results of operations and financial condition for the fourth quarter and fiscal year ended November 30, 2025. The press release is furnished as Exhibit 99.1 and is not deemed “filed” for purposes of Section 18 of the Exchange Act.

The report also notes the inclusion of the cover page interactive data file as Exhibit 104 and is signed on behalf of Lennar by Vice President and Chief Financial Officer Diane Bessette.

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Lennar Corporation director Amy Banse reported receiving a grant of 133 shares of Class A common stock on November 28, 2025 under the company’s outside directors’ compensation program. The grant was valued using a share price of $131.30, which was the last reported sale price of Lennar’s Class A stock on that date, and the shares were issued at $0.00 to the director. These shares are not transferable until November 30, 2028, except in specified situations. After this transaction, Banse beneficially owns 14,623 Class A shares directly and 165 shares indirectly through a trust for the benefit of her child.

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Lennar Corporation director Teri P. McClure reported receiving a stock grant of 133 shares of Class A common stock on 11/28/2025. The award was issued under Lennar’s outside directors’ compensation program and valued using $131.30 per share, which was the last reported sale price of Lennar Class A stock on November 28, 2025. The shares were granted at a price of $0.00 to the director and are not transferable until November 30, 2028, except for specified exceptions. After this grant, McClure beneficially owns 29,659 Class A shares directly and 275 Class B shares.

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Lennar Corporation director Dacona Smith reported receiving shares of the company’s Class A common stock as part of the outside directors’ compensation program. On 11/28/2025, 133 shares were acquired at a stated price of $131.30 per share, which reflected the last reported sale price of Lennar’s Class A common stock on that date, the last trading day of the issuer’s fiscal quarter.

The filing shows that after this grant, the reporting person beneficially owned 3,938 shares of Class A common stock in direct ownership form. The granted shares are subject to transfer restrictions and are not transferable until November 30, 2028, except for specified limited exceptions.

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Lennar Corporation director equity grant reported

A Lennar Corporation director, Serena Wolfe, reported receiving 133 shares of the company’s Class A common stock on November 28, 2025. The shares were issued under Lennar’s outside directors’ compensation program, using a reference price of $131.30 per share, which was the last reported sale price of the Class A stock on that date, the final trading day of Lennar’s fiscal quarter. The filing shows these shares were acquired at a price of $0.00 as a stock-based compensation award.

After this grant, Wolfe beneficially owns 4,008 shares of Lennar Class A common stock in direct ownership. The granted shares are subject to transfer restrictions and are not transferable until November 30, 2028, except under specified limited circumstances.

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Lennar Corporation director reports share exchange in insider filing. The reporting person tendered 220 shares of Lennar Class A common stock on 11/26/2025, which were accepted by Lennar in an exchange offer for Millrose Properties, Inc. Class A common stock. Each Lennar share accepted in the offer was exchanged for 4.1367 shares of Millrose Class A stock, with cash paid in lieu of fractional shares. After this transaction, the reporting person beneficially owned 14,490 Lennar Class A shares directly and 165 Lennar Class A shares indirectly through a trust for the benefit of the reporting person’s child.

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Lennar Corp executive chairman and co-CEO Stuart Miller reported stock transactions on November 26, 2025. He disposed of 20,129 shares of Lennar Class A common stock in an exchange offer, tendering them for Millrose Properties, Inc. Class A common stock at a ratio of 4.1367 Millrose shares for each Lennar share accepted. He also donated 7,750 shares of Lennar Class A common stock to a charitable institution.

After these transactions, he directly owned 964,039 shares of Lennar Class A common stock and 121,323 shares of Class B common stock. He also had indirect interests, including 2,695 Class A shares held by GRAT 1, 200,000 by GRAT 2, 500,000 by GRAT 3, 14,476 by a trust, 20,607 Class A and 2,600 Class B shares held by an ESOP trust, and 21,619,137 Class B shares held by a family trust, where he has voting and investment power but a limited pecuniary interest.

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FAQ

What is the current stock price of Lennar (LEN)?

The current stock price of Lennar (LEN) is $114.36 as of February 27, 2026.

What is the market cap of Lennar (LEN)?

The market cap of Lennar (LEN) is approximately 27.7B.

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LEN Stock Data

27.66B
213.18M
Residential Construction
General Bldg Contractors - Residential Bldgs
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United States
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