Lennar CORP /New/ (LEN-B) — SEC Filings

Overview

Lennar CORP /New/ (LEN-B) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Oct 3, 2025: Lennar Corporation reported a significant decline in net earnings attributable to Lennar for the three months ended August 31, 2025, falling to $590.97 million from $1.16 billion in the prior year, a 49.1% decrease. Total revenues also decreased by 6.4% to $8.81 billion from $9.42 billion in the sam

Sentiment Summary

Across 38 filings, the sentiment breakdown is: 2 bullish, 2 bearish, 34 neutral. The dominant filing sentiment for Lennar CORP /New/ is neutral.

Filing Type Overview

Lennar CORP /New/ (LEN-B) has filed 19 8-K, 6 10-Q, 2 DEF 14A, 2 10-K, 1 SC 13G, 2 SC 13D/A, 5 SC 13G/A, 1 10-K/A with the SEC between Jan 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (38)

• 8-K Filing — 8-K · Dec 16, 2025
• 8-K Filing — 8-K · Nov 14, 2025
• Lennar's Earnings Halved Amid Strategic Spin-Off and Revenue Dip — 10-Q · Oct 3, 2025 Risk: high
  Lennar Corporation reported a significant decline in net earnings attributable to Lennar for the three months ended August 31, 2025, falling to $590.97 million
• Lennar Corp Files 8-K on Operations and Financials — 8-K · Sep 19, 2025 Risk: low
  Lennar Corporation filed an 8-K on September 19, 2025, reporting events as of September 18, 2025. The filing pertains to Results of Operations and Financial Con
• Lennar Appoints New Director David L. Thomas — 8-K · Aug 4, 2025 Risk: low
  On July 30, 2025, Lennar Corporation announced the appointment of David L. Thomas as a new director, effective immediately. Thomas, who has extensive experience
• Lennar's Q2 Shows Strong Homebuilding Momentum — 10-Q · Jul 1, 2025 Risk: medium
  Lennar Corp. /New/ (LEN-B) reported strong financial results for the quarter ended May 31, 2025, driven by robust homebuilding activity. The company's homebuild
• Lennar Corp Files 8-K on Operations & Financials — 8-K · Jun 17, 2025 Risk: low
  Lennar Corporation filed an 8-K on June 17, 2025, reporting on events that occurred on June 16, 2025. The filing pertains to Results of Operations and Financial
• Lennar Corp Enters Material Definitive Agreement — 8-K · May 19, 2025 Risk: medium
  Lennar Corporation entered into a material definitive agreement on May 14, 2025. This agreement involves a direct financial obligation or an off-balance sheet a
• Lennar Corp Files 8-K on Shareholder Votes & Financials — 8-K · Apr 11, 2025 Risk: low
  Lennar Corporation filed an 8-K on April 11, 2025, reporting on matters submitted to a vote of security holders and financial statements. The filing pertains to
• Lennar Corp Q1 2025: $37.8B Assets, $7.9B Homebuilding Revenue — 10-Q · Apr 4, 2025 Risk: medium
  Lennar Corporation's Q1 2025 report for the period ending February 28, 2025, shows significant financial activity. The company reported total assets of $37.8 bi
• Lennar Corp Files 8-K on Financials — 8-K · Mar 20, 2025 Risk: low
  Lennar Corporation filed an 8-K on March 20, 2025, reporting on its results of operations and financial condition, and including financial statements and exhibi
• Lennar Corp DEF 14A: Executive Pay & Governance Details — DEF 14A · Feb 28, 2025 Risk: low
  Lennar Corp filed its DEF 14A on February 28, 2025, for the fiscal year ending November 30, 2024. The filing details executive compensation and corporate govern
• Lennar Corp Files 8-K with Stockholder Information — 8-K · Feb 7, 2025 Risk: low
  Lennar Corporation filed an 8-K on February 7, 2025, reporting on various events and financial statements. The filing includes information related to common sto
• Lennar Corp Files 2024 10-K — 10-K · Jan 23, 2025 Risk: medium
  Lennar Corporation filed its 2024 10-K report, detailing its fiscal year ending November 30, 2024. The company, a major homebuilder, operates across various seg
• Lennar Corp Files 8-K Report — 8-K · Jan 21, 2025 Risk: low
  On January 21, 2025, Lennar Corporation filed an 8-K report. The filing primarily concerns "Other Events" and "Financial Statements and Exhibits," indicating up
• Lennar Corp Files 8-K on Officer/Director Changes — 8-K · Jan 15, 2025 Risk: low
  Lennar Corporation filed an 8-K on January 15, 2025, reporting on events that occurred on January 13, 2025. The filing pertains to the departure of directors or
• Lennar Corp Files 8-K — 8-K · Jan 13, 2025 Risk: low
  Lennar Corporation filed an 8-K on January 10, 2025, reporting other events and financial statements. The filing details the company's corporate structure and i
• Lennar Corp Files 8-K on Financials — 8-K · Dec 18, 2024 Risk: low
  Lennar Corporation filed an 8-K on December 18, 2024, reporting on its results of operations and financial condition. The filing includes financial statements a
• Lennar Corp Enters Material Definitive Agreement — 8-K · Dec 2, 2024 Risk: medium
  On November 25, 2024, Lennar Corporation entered into a material definitive agreement, specifically a credit agreement, which creates a direct financial obligat
• SC 13G Filing — SC 13G · Nov 12, 2024
• Lennar Corp Q3 2024 10-Q Filed — 10-Q · Oct 2, 2024 Risk: low
  Lennar Corporation filed its 10-Q for the period ending August 31, 2024. The company reported its financial results, including details on its homebuilding opera
• Lennar Corp Files 8-K on Financials — 8-K · Sep 19, 2024 Risk: low
  Lennar Corporation filed an 8-K on September 19, 2024, reporting on its results of operations and financial condition. The filing includes financial statements
• GAMCO Investors Amends Lennar Corp. 13D Filing — SC 13D/A · Sep 13, 2024 Risk: medium
  GAMCO Investors, Inc. filed an amendment (No. 17) to its Schedule 13D on September 13, 2024, regarding its holdings in Lennar Corp. The filing indicates a chang
• SC 13G/A Filing — SC 13G/A · Jul 8, 2024
• Lennar Corp Files Q2 2024 10-Q — 10-Q · Jun 28, 2024 Risk: medium
  Lennar Corporation filed its 10-Q for the period ending May 31, 2024. The company reported its financial performance, including details on its homebuilding, fin
• Lennar Elects New Directors, Updates Executive Compensation — 8-K · Jun 24, 2024 Risk: low
  Lennar Corporation announced on June 20, 2024, changes to its Board of Directors and executive compensation. Specifically, the company elected two new directors
• Lennar Corp Files 8-K for Operations and Financials — 8-K · Jun 17, 2024 Risk: low
  Lennar Corporation filed an 8-K on June 17, 2024, to report results of operations and financial condition, as well as financial statements and exhibits. The fil
• Lennar Corp Files 10-K/A Amendment for Fiscal Year Ended Nov 30, 2023 — 10-K/A · Apr 25, 2024 Risk:
  LENNAR CORP /NEW/ (LEN-B) filed a Amended Annual Report (10-K/A) with the SEC on April 25, 2024. Lennar Corp filed an amended 10-K report for the fiscal year en
• Lennar Corp Files 8-K on Shareholder Votes and Financials — 8-K · Apr 11, 2024 Risk: low
  Lennar Corporation filed an 8-K on April 11, 2024, reporting on matters submitted to a vote of security holders and financial statements. The filing covers even
• Lennar Corp. Amends Doma Holdings Stake Filing — SC 13D/A · Apr 1, 2024 Risk: medium
  Lennar Corp. filed an amendment (No. 2) to its Schedule 13D on April 1, 2024, regarding its holdings in Doma Holdings, Inc. The filing indicates a change in the
• Lennar Corp. Files 10-Q for Period Ending Feb 29, 2024 — 10-Q · Mar 29, 2024 Risk:
  LENNAR CORP /NEW/ (LEN-B) filed a Quarterly Report (10-Q) with the SEC on March 29, 2024. Lennar Corp. filed its 10-Q report for the quarterly period ended Febr
• Lennar Corp Files 8-K on Financials — 8-K · Mar 13, 2024 Risk: low
  Lennar Corporation filed an 8-K on March 13, 2024, reporting on its results of operations and financial condition, and providing financial statements and exhibi
• Lennar Corp. Files Definitive Proxy Statement (DEF 14A) — DEF 14A · Feb 29, 2024 Risk: low
  LENNAR CORP /NEW/ (LEN-B) filed a Proxy Statement (DEF 14A) with the SEC on February 29, 2024. Lennar Corp. filed a Definitive Proxy Statement (DEF 14A) on Febr
• Vanguard Maintains 14.4% Stake in Lennar Corp Class A Stock — SC 13G/A · Feb 13, 2024 Risk: low
  The Vanguard Group, a major investment firm, filed an amended SC 13G/A on February 13, 2024, updating its ownership in Lennar Corporation Class A common stock a
• Capital World Investors Cuts Lennar Stake to 2.1% — SC 13G/A · Feb 9, 2024 Risk: medium
  Capital World Investors, a major investment firm, has updated its ownership stake in Lennar Corp. /New/ (LEN) as of December 29, 2023. They now beneficially own
• Wellington Management Amends Lennar Corp. Class A Stock Ownership — SC 13G/A · Feb 9, 2024 Risk: low
  Wellington Management Group LLP, a major investment firm, filed an amended SC 13G/A on February 9, 2024, indicating a change in their ownership of Lennar Corpor
• Lennar Corp. Files 2023 Annual Report on Form 10-K — 10-K · Jan 26, 2024 Risk: medium
  LENNAR CORP /NEW/ (LEN-B) filed a Annual Report (10-K) with the SEC on January 26, 2024. Lennar Corp. filed its 10-K for the fiscal year ending November 30, 202
• BlackRock Amends Lennar Corp. Class A Stock Ownership (15th Update) — SC 13G/A · Jan 25, 2024
  BlackRock Inc. filed an amended SC 13G/A on January 25, 2024, indicating a change in its ownership of Lennar Corporation's Class A Common Stock as of December 3

Risk Profile

Risk Assessment: Of LEN-B's 31 recent filings, 1 were flagged as high-risk, 10 as medium-risk, and 20 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Lennar CORP /New/'s most recent 10-Q filing (Oct 3, 2025):

• Revenue: $8.81B
• Net Income: $590.97M
• Cash Position: $1.41B
• Total Assets: $34.88B

Key Executives

• David L. Thomas
• Rick Beckwitt
• Jonathan M. Jaffe
• Stuart Miller
• David Goldman
• David M. Brown
• Richard A. Beck
• Mark Sustana

Industry Context

The homebuilding industry is highly cyclical and sensitive to economic conditions, interest rates, and consumer confidence. Lennar operates in a competitive landscape with other large national builders and smaller regional players. Current trends include rising construction costs, labor shortages, and evolving buyer preferences, with a growing demand for rental properties and multi-family units.

Top Tags

financial-reporting (8) · financials (5) · real-estate (5) · amendment (5) · Homebuilding (4) · Real Estate (4) · sec-filing (4) · 8-K (4) · corporate-governance (4) · Lennar Corp (4)

Key Numbers

• Net earnings attributable to Lennar: $590.97M — 49.1% decrease for the three months ended August 31, 2025, compared to $1.16 billion in 2024.
• Total revenues: $8.81B — 6.4% decrease for the three months ended August 31, 2025, compared to $9.42 billion in 2024.
• Homebuilding cash and cash equivalents: $1.41B — Significant decrease from $4.66 billion on November 30, 2024, reflecting strategic shifts.
• Land assets: $5.6B — Contributed to Millrose Properties, Inc. as part of the spin-off on February 7, 2025.
• Assets acquired: $312.6M — From Rausch Coleman Homes on February 10, 2025, expanding market footprint.
• Homesites: 87,000 — Represented by land assets contributed to Millrose Properties, Inc.
• Class A Common Stock outstanding: 223,803,530 — As of August 31, 2025.
• Class B Common Stock outstanding: 31,217,013 — As of August 31, 2025.
• Common stock repurchases: $1.81B — For the nine months ended August 31, 2025, compared to $1.73 billion in 2024.
• End of reporting period: 2025-05-31 — Indicates the period covered by the 10-Q filing
• Filing date: 2025-07-01 — Date the 10-Q was officially filed with the SEC
• Accession Number: 0001628280-25-033777 — Unique identifier for the SEC filing
• Total Assets: $37.8B — Indicates the company's overall financial resources.
• Total Liabilities: $17.9B — Represents the company's financial obligations.
• Homebuilding Revenue: $7.9B — Core revenue stream from construction and sales.

Forward-Looking Statements

• {"claim":"Vanguard will likely maintain a significant stake in Lennar Corporation Class A for the foreseeable future.","entity":"The Vanguard Group","targetDate":"2025-12-31","confidence":"high"}
• {"claim":"Lennar's stock price may experience short-term volatility due to the institutional selling pressure.","entity":"Lennar Corp. /New/","targetDate":"Q1 2024","confidence":"medium"}
• {"claim":"Other institutional investors might re-evaluate their positions in Lennar following this disclosure.","entity":"Institutional Investors","targetDate":"Q2 2024","confidence":"low"}

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