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.
The Vanguard Group amended its Schedule 13G/A to report 0 shares of Lennar Corp Common Stock. The filing states that, following an internal realignment on January 12, 2026, certain Vanguard subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538. The amendment is signed on 03/27/2026.
Lennar Executive Chairman and CEO Stuart A. Miller reported two non-market dispositions of Lennar stock. On March 16, 2026, he forfeited 55,490 shares of Class A common stock back to the company from a February 28, 2023 performance-based grant after only partial achievement of financial goals.
On the same date, he also surrendered 59,958 Class A shares at $95.95 per share to cover tax liabilities on performance-based shares, under a pre-arranged Rule 10b5-1 trading plan. After these transactions, he directly held 1,149,862 Class A shares and 121,322 Class B shares, plus additional indirect holdings through GRATs, trusts and an ESOP, including 500,000 Class A shares in GRAT 3 and 21,619,137 Class B shares in a family trust.
Lennar Corporation VP & Chief Financial Officer Diane J. Bessette reported routine equity compensation adjustments involving Class A common stock. She disposed of 4,862 shares at $0.00 per share as a disposition to the issuer, representing forfeited shares from a February 28, 2023 performance-based grant after only partial satisfaction of financial goals.
She also surrendered 4,698 Class A shares at $95.95 per share to cover tax liabilities on performance-based shares, pursuant to a Rule 10b5-1 trading plan. Following these dispositions, she directly holds 329,308 Class A shares. Additional Class A and Class B shares are held in Uniform Transfers to Minors Act (Florida) custodial accounts for a minor child, either by her spouse or by her as custodian, and she disclaims beneficial ownership of those indirect holdings.
Lennar Corporation reported first-quarter 2026 net earnings attributable to Lennar of $229 million, or $0.93 per diluted share, down from $520 million, or $1.96, a year earlier. Total revenues declined to $6.6 billion from $7.6 billion, mainly as homebuilding revenue fell 13% on lower prices and fewer deliveries.
Gross margin on home sales compressed to 15.2% from 18.7%, while SG&A rose to 9.8% of home sales revenue, reducing net margin to 5.3%. Financial Services operating earnings fell to $91 million from $143 million, partly offset by improved Multifamily and Lennar Other results helped by $15 million of mark-to-market gains on technology investments.
Lennar ended the quarter with homebuilding cash of $2.1 billion and homebuilding debt to total capital of 15.7%, with net homebuilding debt to total capital of 8.3%. The company repurchased 2 million shares for $237 million at an average price of $118.54. For the second quarter of 2026, Lennar expects deliveries of 20,000–21,000 homes, an average sales price of $370,000–$375,000, gross margin of 15.5%–16.0%, SG&A of 8.9%–9.1%, and Financial Services operating earnings of $100–$110 million.
Lennar director Jeffrey Sonnenfeld reported an equity award rather than an open‑market trade. He received 251 deferred stock units of Class A common stock on the company’s stock, valued at $114.36 per share, in lieu of a quarterly cash retainer for his board service.
The deferred stock units are fully vested at grant but will not convert into Class A shares until he leaves the Board of Directors. After this grant, Sonnenfeld directly holds 25,182 Class A shares and 591 Class B shares.
Lennar Corporation director Armando J. Olivera reported an acquisition of deferred stock units tied to Class A common stock. On February 27, 2026, he received 393 deferred stock units valued at $114.36 per unit as a grant in lieu of his quarterly cash retainer for board service.
The footnote explains these deferred stock units are fully vested at grant but will not convert into Class A shares until he leaves the Board of Directors. Following this grant, his reported direct holdings were 19,964 shares of Class A common stock and 142 shares of Class B common stock.
Lennar Corporation is asking stockholders to vote at its virtual 2026 annual meeting on electing nine directors, approving executive pay on an advisory basis, ratifying Deloitte & Touche as auditor, and two stockholder proposals on voting rights that the Board recommends voting against.
The company highlights fiscal 2025 performance with $34.2 billion in revenues, $2.1 billion in net earnings, and delivery of 82,583 homes on 83,978 new home orders. Lennar emphasizes its asset-light land strategy following the Millrose spin-off, significant share repurchases, and a strong pay-for-performance framework.
The proxy describes an independent, committee-driven Board, robust risk and cybersecurity oversight, extensive stockholder engagement, and a compensation program where most named executive officer pay is performance- or equity-based. In 2025, about 88% of votes supported Lennar’s executive compensation program.
Lennar Corporation VP & Controller David M. Collins reported tax-related share dispositions. On February 14, 2026, he surrendered 1,177, 836 and 998 shares of Class A common stock at $122.28 per share to cover tax liabilities on vesting restricted stock under 10b5-1 plans. After these transactions, he held 49,619 Class A shares and 3,537 Class B shares directly.