Lennar (LEN)

208 Meadowview Farms, Ltd. • 308 Furman, Ltd. • 360 Developers, LLC • 5151 East, LLC • AG-LMC Riverside Holdings, LLC • AG-LMC Riverside Property Owner II, LLC • AG-LMC Riverside Property Owner, LLC • Akron 42, LLC • Alliance Financial Services, Inc. • American Southwest Financial Group L.L.C. ...

IRS number

954337490

LEN stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$182.25

Low target

$165.00

High target

$210.00

Latest filings (excl ownership)

View all

8-K

Lennar Reports Fourth Quarter and Fiscal 2024 Results

18 Dec 24

8-K

Entry into a Material Definitive Agreement

2 Oct 24

Lennar Reports Third Quarter 2024 Results

28 Jun 24

Departure of Directors or Certain Officers

24 Jun 24

8-K

Lennar Reports Second Quarter 2024 Results

17 Jun 24

10-K/A

2023 FY

Annual report (amended)

25 Apr 24

8-K

Submission of Matters to a Vote of Security Holders

29 Mar 24

Transcripts

View all

LEN

Earnings call transcript

2024 Q4

19 Dec 24

LEN

Earnings call transcript

2024 Q3

20 Sep 24

LEN

Earnings call transcript

2023 Q4

15 Dec 23

LEN

Earnings call transcript

2023 Q3

15 Sep 23

LEN

Earnings call transcript

2023 Q3

15 Sep 23

LEN

Earnings call transcript

2023 Q2

15 Jun 23

LEN

Earnings call transcript

2023 Q2

15 Jun 23

LEN

Earnings call transcript

2023 Q1

15 Mar 23

LEN

Earnings call transcript

2022 Q4

15 Dec 22

LEN

Earnings call transcript

2022 Q3

22 Sep 22

Latest ownership filings

View all

Notice of proposed sale of securities

GAMCO INVESTORS, INC. ET AL

13 Sep 24

Financial summary

Financial statements Chart LEN financial data

Quarter (USD)	Aug 24	May 24	Feb 24	Nov 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Nov 23	Nov 22	Nov 21	Nov 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Lennar earnings reports.

Institutional ownership, Q3 2024

LEN institutional ownership history Ownership history

89.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1034	1005	+2.9%
Opened positions	151	123	+22.8%
Closed positions	122	125	-2.4%
Increased positions	323	446	-27.6%
Reduced positions	428	307	+39.4%

13F shares	Current	Prev Q	Change
Total value	39.42 tn	33.54 tn	+17.5%
Total shares	224.85 mm	241.79 mm	-7.0%
Total puts	3.00 mm	2.37 mm	+26.6%
Total calls	5.75 mm	3.85 mm	+49.5%
Total put/call ratio	0.5	0.6	-15.3%

Largest owners	Shares	Value	Change
Vanguard	26.41 mm	$4.95 tn	-6.6%
BLK BlackRock	24.56 mm	$4.61 tn	NEW
FMR	13.39 mm	$2.51 tn	+16.7%
STT State Street	11.17 mm	$2.09 tn	-0.9%
Aristotle Capital Management	10.09 mm	$1.89 tn	-1.8%
MFC Manulife Financial	9.26 mm	$516.56 mm	0.0%
Greenhaven Associates	9.09 mm	$1.70 tn	-3.9%
Manufacturers Life Insurance Company, The	5.90 mm	$1.11 tn	+1.3%
Geode Capital Management	5.80 mm	$1.08 tn	-1.5%
Capital World Investors	4.39 mm	$822.82 bn	-0.4%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-24.73 mm	EXIT
BLK BlackRock	24.56 mm	+24.56 mm	NEW
Wellington Management	2.72 mm	-5.24 mm	-65.8%
Norges Bank	0.00	-3.21 mm	EXIT
Lone Pine Capital	2.93 mm	+2.93 mm	NEW
D1 Capital Partners	402.00 k	-2.02 mm	-83.4%
FMR	13.39 mm	+1.91 mm	+16.7%
Vanguard	26.41 mm	-1.86 mm	-6.6%
Marshall Wace	246.07 k	-1.77 mm	-87.8%
Gabelli Funds	0.00	-1.25 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

LEN insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
29 Nov 24	Dacona Smith	Class A Common Stock	Grant	Acquire A	No	No	0	100	0.00	2,122
29 Nov 24	Wolfe Serena	Class A Common Stock	Grant	Acquire A	No	No	0	100	0.00	2,192
29 Nov 24	McClure Teri P	Class A Common Stock	Grant	Acquire A	No	No	0	100	0.00	27,843
29 Nov 24	Banse Amy	Class A Common Stock	Grant	Acquire A	No	No	0	100	0.00	13,027
28 Oct 24	Sonnenfeld Jeffrey	Class A Common Stock	Sell	Dispose S	No	No	175.13	17,500	3.06 mm	23,689