Berkshire buys more Lennar shares, but pace of purchases slows
Berkshire Hathaway has increased its stake in homebuilder Lennar to 11.2%, acquiring an additional $53.6 million in Class A shares and $329,000 in B shares this week. This brings Berkshire's total holding to 26.6 million shares valued at $2.1 billion, despite a slower pace of purchases compared to previous weeks. Separately, Warren Buffett has reclaimed the No. 10 spot on Forbes' list of the world's richest billionaires, with an estimated net worth of $143 billion.
D.R. Horton, Inc. (DHI) stock price, news, quote and history
This Yahoo Finance page provides a comprehensive overview of D.R. Horton, Inc. (DHI) stock, including its current price, recent performance, and a collection of related news articles. The stock closed at $135.00, down 1.50%, and shows negative year-to-date and 1-year returns compared to the S&P 500. News articles discuss valuation concerns, market performance relative to competitors, and Berkshire Hathaway's investment in housing stocks.
Howard Hughes Communities Names Kate Kaminski Arizona President
Howard Hughes Communities has promoted Kate Kaminski to president of its Arizona region, where she will lead the development and operations of Teravalis, a 37,000-acre master-planned community in Buckeye, Arizona. Kaminski succeeds Charley Freericks in a planned transition, having previously served as COO of the Arizona region, where she significantly contributed to building the team and advancing the commercial strategy for Teravalis. The transition coincides with the opening of Floreo, Teravalis's first residential village, as the community progresses with plans for homes, employment centers, and amenities.
$Opendoor Technologies (OPEN.US)$ 🚨 Breaking: September nonfarm payrolls increased by 29,000, missing the expected gain of 89,000. The US unemployment rate rose from 4.1% to 4.2%. The labor market is starting to collapse.
September nonfarm payrolls increased by 29,000, significantly missing the expected gain of 89,000. This data indicates a weakening U.S. labor market, as the unemployment rate also rose from 4.1% to 4.2%. The article suggests this points to a potential collapse in the labor market.
Berkshire Hathaway boosts stake in Lennar, piling into U.S. housing (LEN:NYSE)
Berkshire Hathaway increased its stake in homebuilder Lennar by purchasing $53.9 million worth of shares in late September. This transaction boosts Berkshire's total ownership in Lennar to approximately $2.16 billion, signaling a continued investment in the U.S. housing market. The move was disclosed in a recent regulatory filing.
Here Are Thursday’s Top Wall Street Analyst Research Calls: BP, Dollar Tree, Exxon Mobil, Lennar, Occidental Petroleum, Rocket Lab, Teva Pharmaceuticals, United Therapeutics, and More
This article details Wall Street analyst upgrades, downgrades, and initiations for several major companies on Thursday, October 1, 2026. Key moves include Goldman Sachs upgrading Occidental Petroleum and TC Energy to Buy, while Wells Fargo downgraded Exxon Mobil to Equal Weight. The report also covers market movements in pre-market stock futures, Treasury bonds, oil and gas, gold, and cryptocurrency, noting a "Green September" for crypto.
U.S. added 90,000 jobs last month, says ADP—including in manufacturing and construction, where trade bosses say six-figure jobs are sitting empty
ADP's latest report indicates the U.S. added 90,000 private sector jobs in September, with significant contributions from manufacturing and construction. Despite this growth, industry leaders like the Home Builders Institute (HBI) warn of a critical shortage of skilled tradespeople, emphasizing that high-paying blue-collar jobs are going unfilled. Economists are monitoring wage growth in these sectors, particularly construction, for potential inflation risks, while also noting the impact of worker sentiment on hiring challenges.
UMH Properties EVP Craig Koster Files Form 4 Revealing Stock and Option Holdings
UMH Properties Executive Vice President and General Counsel, Craig Koster, filed a Form 4 detailing his ownership in the company. The filing shows he holds 125,419.81 common shares, 337.002 Preferred D shares, and ten tranches of stock options with exercise prices ranging from $9.70 to $23.81. These holdings include shares acquired through dividend reinvestment and a 401(k) plan.
Form 4 Lennar Corporation Class A For: 30 September By Investing.com
This article reports on the filing of Form 4 for Lennar Corporation Class A, detailing transactions for September 30. It includes the stock symbol LEN and indicates that the information was published on October 1, 2026. The content is a brief announcement without further details on the Form 4 specifics.
Form 4 Lennar Corporation Class A For: 30 September By Investing.com
This article provides a brief notice about a Form 4 filing for Lennar Corporation Class A (LEN) for the period ending September 30. Form 4s report changes in beneficial ownership of company stock by insiders. The article includes the stock symbol and its current price performance.
Berkshire Hathaway buys both share classes of Lennar (LEN).
Berkshire Hathaway Inc., a ten-percent owner of Lennar Corporation (LEN), indirectly purchased 660,410 shares of both Class A and Class B common stock between September 28 and September 30, 2026. The purchases totaled approximately $53.88 million, with the majority being Class A shares acquired at weighted-average prices around $81.59 to $81.96. Warren E. Buffett disclaims beneficial ownership except for his pecuniary interest in these shares, which are held by various Berkshire subsidiaries.
Berkshire Hathaway Inc. buys $53.8m of Lennar stock
Berkshire Hathaway Inc. recently acquired $53.8 million worth of Lennar Corp. common stock between September 28 and September 30, 2026, increasing its stake in the homebuilder. These purchases occurred as Lennar shares traded near their 52-week low, with InvestingPro analysis suggesting the stock is undervalued. This strategic investment by Berkshire Hathaway comes despite Lennar reporting a shortfall in recent quarterly earnings and facing a challenging housing market.
Lennar Corp - Class A
This article provides an overview of Lennar Corp (LEN) stock, including its current market performance, analyst predictions, and financial fundamentals. It highlights recent insider buying activity by Berkshire Hathaway, emphasizing Warren Buffett's increasing stake in the homebuilder despite a challenging housing market. The content also features several related articles discussing Buffett's investment strategy in homebuilders and the broader market implications of rising interest rates.
Form 4 Lennar Corporation Class A For: 30 September By Investing.com
This article reports on the filing of Form 4 for Lennar Corporation Class A, pertaining to transactions as of September 30. It includes the stock symbol LEN and mentions the filing is available via Investing.com.
Billionaire Brad Jacobs is rapidly forming a building materials juggernaut—and he'll keynote ResiDay 2026
Billionaire Brad Jacobs, chairman and CEO of QXO, is rapidly consolidating the building products distribution industry, having spent approximately $30 billion acquiring companies like Beacon, Kodiak, and TopBuild since 2023. QXO aims for $50 billion in annual revenue and is becoming a dominant supplier in roofing, insulation, and lumber, impacting homebuilders by potentially lowering costs through scale but also consolidating supply. Jacobs will be keynoting ResiDay 2026 to discuss QXO's future, his outlook on the housing market, and the implications of his strategy for the industry, including competition from Home Depot and Lowe's.
Boyd Gaming Sells Former Eastside Cannery Property for $28.8 Million Ahead of Residential Development
Boyd Gaming has sold its former Eastside Cannery site in the eastern Las Vegas Valley for $28.8 million, incurring a loss from its original $45 million purchase in early 2025. The 29.5-acre property was acquired by a New York land-banking firm, which has optioned it to Lennar Corp. for the development of a 279-lot residential subdivision, including homes, parks, and trails, following Clark County approval. This move by Boyd Gaming demonstrates a trend of operators converting former casino sites into residential areas through land bankers, accepting losses to free up capital and facilitate local housing development.
Lennar says the homebuilding labor market is tightening again—KB Home isn't seeing it
Lennar CEO Stuart Miller indicates a tightening homebuilding labor market due to data center construction and reduced immigration, impacting construction costs after a period of softening. In contrast, KB Home CEO Robert McGibney has not yet observed the same labor market tightening, though material costs are increasing. The article highlights three key factors influencing the residential labor market: competition from data center construction, ongoing baby boomer retirements, and fluctuating international migration.
Form 4 Lennar Corporation Class A For: 30 September
This article reports on the filing of Form 4 for Lennar Corporation Class A, pertaining to the period ending September 30. Form 4 is a document filed with the SEC to disclose changes in beneficial ownership of securities by company insiders. The article indicates a publication date of October 1, 2026, at 5:52 am.
PulteGroup, Inc. (PHM) Stock Price, News, Quote & History
This Yahoo Finance page provides a comprehensive overview of PulteGroup, Inc. (PHM) stock, including its current price, recent news articles, and performance data. The stock closed at $118.50, down 0.53%, with several recent articles discussing its performance relative to the broader market and other homebuilders. Performance metrics show PHM's YTD return at +1.71% and a 1-year return of -10.24%, contrasting with the S&P 500's stronger performance over the same periods.
Bear of the Day: M/I Homes (MHO)
M/I Homes (MHO) has been designated as "Bear of the Day" due to a Zacks Rank #5 (Strong Sell) rating, driven by negative earnings revisions and a challenging housing market. The company, a single-family homebuilder, is suffering from rebounding mortgage rates above 7% and high home prices. While 2027 forecasts show potential growth, investors are advised to avoid the homebuilding industry for near-term gains.
Luxury homebuilder plots 1,800-home community in Cherokee County
Toll Brothers, a major luxury homebuilder, is planning a large residential development in Cherokee County, approximately 40 miles north of Atlanta. The master-planned community will span over 1,300 acres and include 1,800 homes. This project highlights continued expansion in the Greater Atlanta housing market.
Title Resources Group Appoints Brian Ruzycki as Chief Technology Officer
Title Resources Group (TRG) has appointed Brian Ruzycki as its new Chief Technology Officer (CTO). Ruzycki brings over 20 years of technology leadership experience in various financial and real estate sectors. In his new role, he will be responsible for overseeing TRG's technology organization and leveraging technology to enhance customer service and support employees.
NVR, Inc. (NYSE:NVR) Stock Now Rated "Hold" by Wall Street Analysts
NVR, Inc. (NYSE:NVR) has received an average "Hold" rating from Wall Street analysts, with a mixed sentiment of three buys, three holds, and one sell, and an average 12-month price target of $7,160.00. The company's recent quarterly revenue fell 10.5% year-over-year to $2.34 billion, missing expectations, and earnings declined, leading to Zacks downgrading NVR to a "Strong Sell" and lowering future earnings estimates. Despite these pressures, NVR maintains solid profitability and a strong return on equity, with institutional investors holding a substantial 83.67% of the stock.
Berkshire adds to nearly doubled stake in slumping homebuilder
Berkshire Hathaway has significantly increased its stake in homebuilder Lennar, nearly doubling its shares since July to a total of 25.9 million, valued at $2.1 billion. This move reflects a long-term bet on the recovery of the struggling U.S. housing market, despite Lennar's recent disappointing earnings and stock performance. The increased stake has triggered an SEC disclosure requirement, classifying Berkshire as an "insider" due to its 10.9% ownership.
3 Homebuilder Stocks To Watch After Berkshire Boosted Lennar Shares
Berkshire Hathaway's increased investment in Lennar has brought attention to the U.S. homebuilding sector amid rising mortgage rates. This article highlights three homebuilder stocks—KB Home, Lennar, and NVR—examining their operations and how their specific strategies might be impacted by market dynamics, offering insights for investors looking into this theme.
Berkshire Stakes Another $136.4 Million on Lennar as Housing Bets Pile Up
Berkshire Hathaway has increased its stake in Lennar Corp. by purchasing an additional 1.68 million shares for approximately $136.4 million, signaling a deeper commitment to the U.S. homebuilding market. This move follows Berkshire's recent acquisition of Taylor Morrison Home Corporation and comes despite rising mortgage rates and cautious sentiment in the real estate sector. The investments highlight Berkshire's strategy of leveraging its substantial liquidity to acquire market leaders during periods of market caution, even as the company undergoes a leadership transition with Greg Abel at the helm.
Enphase (ENPH) Wins 80 Utility Approvals. Can Easier Installation Boost Battery Sales?
Enphase Energy, Inc. (ENPH) has secured approvals from 80 utilities in the U.S. and Canada for its IQ Meter Collar, which simplifies the installation of home battery backup systems for over 38 million customers. This development aims to boost battery sales by reducing installation complexity and costs, making Enphase's solutions more accessible. The article explores both the potential benefits for Enphase, such as increased battery shipments and installer efficiency, and challenges like homeowner commitment and the need to quantify actual financial gains from these approvals.
Berkshire Hathaway buys $136m in Lennar shares
Berkshire Hathaway recently purchased approximately $136 million worth of Lennar Corp. shares between September 23 and September 25, 2026. The acquisitions involved both Class A and Class B common stock, with prices ranging from $79.42 to $81.65 per share. Despite recent quarterly results falling short of expectations for Lennar, InvestingPro analysis suggests the stock is undervalued, and Berkshire Hathaway, a 10% owner, continues to increase its holdings.
Boyd Gaming Loses Big On Land Sale To Homebuilders - Poker News
Boyd Gaming sold the former Eastside Cannery Casino site in Las Vegas for $28.8 million, incurring a $16.2 million loss after purchasing it for $45 million in 2025. The 29.5-acre property will be developed into a subdivision of 279 single-family homes. This sale is part of a trend of recent land and casino deals in Las Vegas, including MGM Resorts' "asset-light" strategy and the reopening of Club Fortune Casino North.
PulteGroup stock closes at USD 122.29, up 2.79 percent at the closing bell
PulteGroup Inc. (NYSE: PHM) saw its stock close at USD 122.29, up 2.79 percent, outperforming the S&P 500's decline. The company announced the opening of a new single-family home community, while the broader market experienced mixed results due to geopolitical uncertainty and oil prices. PulteGroup is scheduled to pay a dividend on October 2, 2026, and release its Q3 2026 earnings on October 22, 2026.
These REITs Pay Up to 12.3% But Should We Fight the Fed?
The article discusses five REITs (Alexandria Real Estate Equities, Four Corners Property Trust, Easterly Government Properties, Millrose Properties, and Ellington Financial) that offer high dividend yields ranging from 5.3% to 12.3%. It explores the inverse relationship between REITs and interest rates, arguing that while rate hikes can cause short-term dips, economic strength fueled by such hikes is ultimately beneficial for real estate. The author encourages income investors to consider these discounted REITs despite potential Federal Reserve hawkishness, emphasizing the opportunity for significant dividend income in retirement.
News | Buyer caution cited by KB Home, Lennar could help apartment owners
Major homebuilders KB Home and Lennar are reporting increased buyer caution due to economic uncertainty, high mortgage rates, and rising resale inventory. This trend is leading to weakened new-home sales and reduced builder profits, but could benefit apartment owners as potential buyers remain in rentals longer. Despite challenges, an analyst suggests stabilization and a more favorable market could emerge in 2027 if current pressures subside.
KB Home (KBH) Stock Reprices As Margin Pressure Deepens
KB Home's stock fell by almost 3% after its Q3 earnings report revealed a significant squeeze on profitability, with net margins dropping to 4.3%. While the company reported solid revenue and EPS, challenges like a shrinking presold pipeline, reduced housing gross margin guidance, and decreased deliveries highlight deepening margin pressure. Bears point to tougher affordability and execution risks, which are not fully offset by operational improvements like faster build times.
A 50-cent-per-share dividend from Lennar is set for Oct. 22.
Lennar Corporation announced a quarterly cash dividend of $0.50 per share for both its Class A and Class B common stock. The dividend will be paid on October 22, 2026, to shareholders of record as of October 7, 2026. This declaration was made by the company's Board of Directors.
Lennar Corporation Declares Quarterly Dividends
Lennar Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.50 per share for both Class A and Class B common stock. The dividend is payable on October 22, 2026, to shareholders of record as of October 7, 2026. Lennar, a leading homebuilder, founded in 1954, also provides mortgage financing and other related services.
Berkshire Hathaway Builds 10% Stake In Homebuilder Lennar
Berkshire Hathaway has acquired a 10% stake in Lennar Corp. (LEN), the second-largest U.S. homebuilder, purchasing 2.7 million Class A shares over three trading days. This investment, valued at $1.80 billion, is seen as a long-term bet on the housing market's recovery despite rising interest rates and Lennar's recent disappointing financial results. Berkshire Hathaway, now led by CEO Greg Abel, continues to expand its presence in the homebuilding and building materials sectors.
Should Chassis Free Home Debut Require Action From Cavco Industries (CVCO) Investors?
Cavco Industries recently introduced the Grande Arbor, a HUD-code manufactured home built without a permanent steel chassis, aligning with new federal rules for increased flexibility. This innovation aims to address demand for multigenerational housing and improve curb appeal, potentially broadening Cavco's market reach. While analysts project significant revenue and earnings growth for Cavco, its execution on these new designs, alongside managing cost pressures and competition, will be crucial for investor returns.
Do New Community Openings Change The Bull Case For Century Communities (CCS)?
Century Communities (CCS) recently announced several new community openings across multiple states, expanding its footprint, especially in the entry-level housing market. This expansion aims to address affordability and demand pressures, with a notable development being Mirabella near West Houston, which will add over 1,100 homesites. While analysts have mixed views on the impact of these new communities on Century Communities' financial outlook, the company's focus remains on growing its community count and managing existing pressures from elevated mortgage rates and cost inflation.
Berkshire Hathaway stock holds near USD 503 as Lennar stake grows
Berkshire Hathaway's stock closed at USD 502.01 on September 21, 2026, with a market value of USD 965.95 billion, and its second-quarter revenue rose 10.04% year over year. The company significantly increased its stake in homebuilder Lennar to approximately USD 1.8 billion, holding about 23.7 million Class A shares and over 500,000 Class B shares. This move suggests Berkshire is increasing its exposure to the housing market despite challenging conditions for Lennar, while its shares remain below their yearly peak.
Westinghouse Air Brake (WAB) Signs $700 Million-Plus Rail Services Deal. Can Profits Grow?
Westinghouse Air Brake Technologies Corporation (WAB) secured a rail services deal exceeding $700 million with La Compagnie du TransGuinéen for the Simandou project, bringing total announced agreements for the project to over $1.2 billion. While this deal provides recurring revenue opportunities through fleet maintenance, its profitability depends on factors like contract duration, service margins, execution costs, and cash collection. Investors should consider these details to determine the true financial payoff and long-term shareholder value from this extended customer relationship.
Berkshire Hathaway Is Buying Lennar While Analysts Turn More Bearish
Berkshire Hathaway has increased its stake in Lennar by purchasing additional Class A and Class B shares between September 17 and 21, 2026, making it a 10% beneficial owner. This investment comes despite Lennar missing its Q3 earnings and revenue estimates, and analysts turning more bearish on the stock. Several analysts have maintained or cut their price targets for Lennar, citing weak housing demand and affordability headwinds.
AutoZone Climbs 6% as Profit Beat Offsets Revenue Miss; Advance Auto Parts Rises 6%, O'Reilly Automotive Gains 4%
AutoZone (NYSE:AZO) saw its stock climb 6% after reporting a Q4 profit beat ($56.05 EPS vs. $54.30 consensus) despite missing revenue expectations ($6.6 billion vs. $6.71 billion). This performance led to a "read-across" effect, causing Advance Auto Parts (NYSE:AAP) and O'Reilly Automotive (NASDAQ:ORLY) to also rise by 6% and 4% respectively, even though they had not released their own earnings. The market is interpreting AutoZone's results as an indication of strong margin discipline and improving sales momentum in the latter part of the quarter for the auto parts retail sector.
Lennar Corporation stock rises as Berkshire buys $212 million stake
Lennar Corporation's stock rose in premarket trading after Berkshire Hathaway disclosed a $212.4 million stake acquisition, signaling confidence in the housing market despite Lennar's recent cautious analyst outlook. The purchases by Berkshire Hathaway occurred across several trading sessions in September, doubling its position in the homebuilder. This investment comes as Lennar reported a decline in third-quarter EPS and revenue, with analysts maintaining cautious ratings due to margin pressures and lower-than-expected guidance.
Lennar stock jumps after Berkshire Hathaway raises stake
Lennar's stock rose after an SEC filing revealed that Berkshire Hathaway, a 10% owner, increased its stake in the homebuilder. Berkshire Hathaway acquired approximately 2.74 million Class A and B shares through multiple transactions. This news follows Warren Buffett stepping down as Berkshire Hathaway's chairman.
Brinker International stock jumps 37% on Northcoast 'Buy' upgrade and strong Chili's sales growth
Brinker International's stock surged after Northcoast Research upgraded it to 'Buy' with a $275 price target, projecting a 37.29% upside. This upgrade is attributed to the strong performance of its Chili's Grill & Bar brand, which saw increased average annual unit volumes, comparable sales, and customer traffic. Brinker plans to remodel 60-80 Chili's locations in 2027 to sustain this growth.
970 Shares in NVR, Inc. $NVR Purchased by Nykredit A S
Nykredit A/S acquired 970 shares of NVR, Inc. (NYSE:NVR) during the second quarter, valued at approximately $6.6 million. Despite institutional investors owning a significant portion of the homebuilder's stock, NVR's revenue fell 10.5% year over year and missed analyst estimates. Analyst sentiment is mixed, with an average "Hold" rating and a price target of $7,224.20.
Boyd Gaming sells former Eastside Cannery site for $28.8 million
Boyd Gaming Corp. has sold the former Eastside Cannery property in the eastern Las Vegas Valley for $28.8 million. The sale follows approval for a 279-lot residential subdivision on the 29.5-acre site. The transaction involved an investment firm acting as a land banker, which granted homebuilding giant Lennar Corp. an option to acquire the property for the development of two-story single-family homes.
Li Auto Steps Up Hong Kong Share Buybacks Under 2026 Repurchase Mandate
Li Auto (LI) has repurchased 119,600 Hong Kong-listed WVR A ordinary shares on September 14, 2026, as part of an expanded 2026 buyback program, now totaling 77.54 million shares. This move aims to support capital management, slightly reducing issued shares and increasing treasury stock. The company is adhering to Hong Kong repurchase rules, and while an AI analyst rates the stock as "Neutral" due to profitability concerns, Li Auto anticipates sequential operational recovery.
JELD - JELD-WEN Holding Inc Volatility & Greeks
This article provides a detailed financial overview of JELD-WEN Holding Inc (JELD), including its volatility, key financial metrics, performance indicators, and market data. It highlights the company's recent stock performance, valuation ratios, and institutional and insider ownership percentages. The information is presented in a concise data-driven format for investors.
Lennar Corporation (LEN) stock price, news, quote and history
This article provides a detailed overview of Lennar Corporation (LEN) stock, including its current price, historical data, financial performance, and analyst insights. It highlights the company's homebuilding operations and financial services, offering key metrics like market cap, P/E ratio, earnings, and dividend information, alongside performance comparisons with the S&P 500 and other industry peers.
