Lennar Corporation (LEN · NYSE)

Berkshire Hathaway added roughly $136.4 million in Lennar shares (about 1.68 million Class A and B shares) between September 23 and 25, 2026, drawing attention to the stock even as fundamentals soften. Revenue fell 8.7% year over year to $31.97B TTM and earnings dropped 48.0%, with the latest quarter showing revenue of $8.05B and net income of $283.9M, down from $9.37B and $490.2M in the November 2025 quarter. The stock trades at a P/E of 15.56 and 0.911 times book, and at $82.15 it sits 37.3% below its 52-week high, though it has gained 7.5% over the past five days. Lennar beat estimates in two of its last four quarters, most recently reporting $2 versus a $1.31 consensus.