Lennar Earnings in Focus as Buffett’s Berkshire Stake Boosts Sentiment
Lennar Corporation (LEN) prepares to report Q3 2025 earnings under heightened scrutiny after Berkshire Hathaway revealed an $800 million position in the homebuilder. The 'Buffett effect' provided immediate market validation, with shares climbing 1.5% intraday despite sector headwinds.
The investment aligns with Berkshire's existing housing exposure through Clayton Homes, but arrives at a pivotal moment for Lennar. The builder has demonstrated operational resilience - reducing construction costs by 3.5% YoY while transitioning to an asset-light model with 98% of homesites under control rather than ownership.