Lennar Corporation Class B LEN.B

Lennar is the second-largest public homebuilder in the United States, behind D.R. Horton, operating in 26 states. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.

Con 14 acciones de LEN.B (USD 1.026,62) habrías recibido USD 21,00 en dividendos en los últimos 12 meses.

LEN.B separó parte de su negocio en una nueva empresa (spin-off) el 9 de noviembre de 2017. Sus accionistas recibieron acciones de la nueva compañía, y por eso el precio histórico de LEN.B está ajustado.

• GlobeNewswire Inc. 5 oct

  LENNAR INVESTIGATION: Lennar Investors with Losses Should Contact Block & Leviton LLP

  Block & Leviton is investigating Lennar Corporation for potentially misleading investors about home delivery numbers in fiscal Q3 2026. The investigation focuses on whether Lennar artificially inflated delivery figures through purchases by its spinoff company Millrose Properties in the final week of the quarter. Lennar's stock fell on October 5, 2026, following an analyst downgrade of Millrose.

  

• The Motley Fool 5 oct

  Berkshire Hathaway Says It's Now America's 4th-Largest Homebuilder. It Also Owns More Than 10% of Lennar.

  Berkshire Hathaway has become America's 4th-largest homebuilder after acquiring Taylor Morrison for $6.8 billion and merging it with Clayton Properties Group. The combined entity delivered nearly 23,000 homes in 2025. Berkshire also holds an 11% stake in Lennar and smaller positions in other homebuilders. Despite industry challenges from housing shortages and high mortgage rates near 7.3%, Berkshire is taking a long-term investment approach, with CEO Greg Abel stating the company is committed to the housing sector for the long term.

  

• Zacks Investment Research 5 oct

  Lennar Plunges 22% YTD: Can the Stock Rebound in the Near Future?

  Lennar Corporation (LEN) has significantly underperformed the broader market, declining 22.4% year-to-date amid persistent housing market challenges. The homebuilder faces elevated mortgage rates, affordability constraints, and increased competition from resale inventory. Fiscal 2026 results show home-sales revenues fell 7% with deliveries down 2% and average selling price declining 5%. Gross margins contracted sharply to 15.5% from 18%, while the company reduced its full-year delivery target to 80,000-81,000 homes. With fiscal 2026 EPS expected to decline 38.6% and the stock trading at a premium valuation relative to peers, analysts recommend avoiding the stock until market conditions improve.

  

• The Motley Fool 3 oct

  Berkshire Hathaway Is Buying Up Shares of This Beaten-Down Stock. Should You Invest Too?

  Berkshire Hathaway increased its stake in homebuilder Lennar to $2.2 billion (11%) in late September, adding $53.9 million in shares despite the housing market's struggles and high mortgage rates. The move exemplifies Berkshire's strategy of buying undervalued companies during downturns. Lennar stock is down 20% in 2026 and 36% over 52 weeks, with most analysts rating it a hold or sell. Berkshire also acquired Taylor Morrison for $6.8 billion in July, betting on an eventual housing industry rebound.

  

• The Motley Fool 3 oct

  Greg Abel Committed $6.8 Billion to Homebuilders Like Lennar, Increasing Berkshire's Stake by 30%, Even as Mortgage Rates Sit Near 7.5% and Builder Sentiment Hits Multi-Year Lows. Is This Bold Conviction or a Costly Miscalculation?

  Berkshire Hathaway CEO Greg Abel has invested $6.8 billion in homebuilders including Lennar and acquired Taylor Morrison Home, increasing the company's housing sector exposure despite current market headwinds like high mortgage rates and weak builder sentiment. The article argues this represents opportunistic long-term investing rather than a miscalculation, citing Berkshire's decades-long investment horizon and substantial cash reserves of $350+ billion.