Stocks / Construction
LENConstruction
Lennar Corporation
$79.591d +3.7%5d +2.2%settled close · 2026-09-17
Mkt cap $23B (3/25)β 0.7952w $77–134Shares 215.8M (A)Ind. General Bldg Contractors - Residential BldgsNYSE since 1972Emp. 12,532HQ Miami, FLlennar.com
The tape, with the calls on it
Who said what, and what LEN did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about LEN
1 longlatest 2022-05-24
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | Lennar and other quality homebuilders trade at roughly 3x earnings versus a 10x historical average while… |
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Earnings
Next report: 14 Dec 2026 after the close
Confirmed date · consensus EPS 2.06. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 16 Sep 2026 | after the close | 1.23 vs 1.32 | +3.7% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where LEN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
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| 2026-04-17 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
LEN is in this morning’s Brief.
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