Company facts
- Headquarters
- Miami, Florida
- Most recent report
- 8-K, filed Oct 29, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 920760
- Fiscal year ends
- November
- Filer status
- Large accelerated filer
Financials 8 of 46
News 8 of 136
Prospectuses and Registrations 8 of 42
- 424B5 Prospectus supplement for an offering Oct 15, 2026
- FWP Free writing prospectus Oct 13, 2026
- 424B2 Prospectus supplement for an offering Oct 13, 2026
- S-3ASR Automatic shelf registration Apr 10, 2026
- 424B5 Prospectus supplement for an offering May 13, 2025
- FWP Free writing prospectus May 12, 2025
- 424B2 Prospectus supplement for an offering May 12, 2025
- S-3ASR Automatic shelf registration Feb 2, 2023
Proxies 8 of 27
- DEFA14A Extra proxy material Feb 26, 2026
- DEF 14A Proxy statement for a shareholder vote Feb 26, 2026
- DEFA14A Extra proxy material Feb 28, 2025
- DEF 14A Proxy statement for a shareholder vote Feb 28, 2025
- DEFA14A Extra proxy material Feb 29, 2024
- DEF 14A Proxy statement for a shareholder vote Feb 29, 2024
- PRE 14A Preliminary proxy statement Feb 16, 2024
- DEFA14A Extra proxy material Mar 1, 2023
Ownership 8 of 645
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
Other 8 of 104
What to read: Aug 2026 10-Q
SECSift found 1 of 11 sections worth reading, with 2 positive, 7 notable, and 5 negative flags.
Management's Discussion (Item 2)
Key results and guidance; multiple earnings and margin declines.PositiveNotable- Only 2% of homesites owned; 98% controlled via options and land banks as of Aug 2026.
- Q4 2026 guidance: gross margin 15.5%-16.0%, deliveries 22k-23k, ASP $370k-$380k.
- SG&A as a % of home sales revenue rose to 9.2% from 8.2% in Q3 2026.
- Financial Services earnings included $39.2M litigation reversal benefit in Q3 2026.
- Lennar Other segment posted $53.3M mark-to-market losses on tech investments in Q3 2026.
- Stock buybacks slowed to $993M in 9M 2026 from $1.8B in 9M 2025.
- Borrowed $650M net under revolver in 9M 2026, contributing to leverage increase.
Negative
What changed: Aug 2026 vs. May 2026
About 3% of LEN's Aug 2026 10-Q is new information. 11 paragraphs were added, 195 changed, and 26 removed. Below are the most important lines SECSift identified.
New
Changed
- Multifamily unconsolidated entities' non-recourse debt fell to $410.9M from $776.3M at May 31, 2026.
- Remaining stock repurchase authorization dropped to $751M from $1.0B at May 31, 2026.
- Residential warehouse repurchase borrowings fell to $1.4 billion from $1.8 billion.
- 5.25% senior notes due 2026 fully redeemed by Aug 31, 2026; previously outstanding $400 million.
- Credit Facility borrowings rose to $650 million from $0.
- Term loan accordion feature reduced to $400 million from $500 million as of August 31, 2026.
- 30-year fixed mortgage rate rose to ~7% from mid-to-upper 6% in prior quarter; 10-year Treasury to ~5%; resales increasing in TX and FL, labor constrained.
Everything here comes from Lennar Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 2, 2026, from the 10-Q for Aug 2026.