MTH

Meritage Homes Corp

64.47

Oct 30 • 3:59 PM ET -0.02 (-0.03%)

64.46

Aftermarket • 7:30 PM ET -0.01 (-0.02%)

Consumer Cyclical Residential Construction USA Mid NYSE

Oct 29, 11:02 PMMeritage margins compress on real-time incentives as company withdraws 2026 guidance amid inelastic demand

Peers: KBH LGIH DHI LEN MHO BZH PHM DFH CCS SDHC

| Held by: IJR VTI IWM VB DFSV VBR XHB ITB VXF IWN

Scroll to Statements

Index	RUT
Market Cap	4.20B
Enterprise Value	5.43B
Income	297.75M
Sales	5.14B
Book/sh	78.30
Cash/sh	10.40
Dividend Est.	1.92 (2.97%)
Dividend TTM	1.87 (2.90%)
Dividend Ex-Date	Sep 15, 2026
Dividend Gr. 3/5Y	- -
Payout	27.09%
Employees	1860
IPO	Jul 21, 1988

P/E	14.55
Forward P/E	13.92
PEG	-
P/S	0.82
P/B	0.82
P/C	6.20
P/FCF	8.67
EV/EBITDA	14.78
EV/Sales	1.06
Quick Ratio	1.48
Current Ratio	10.39
Debt/Eq	0.38
LT Debt/Eq	0.37
Option/Short	Yes / Yes

EPS (ttm)	4.43
EPS next Y	4.63
EPS next Q	1.08
EPS this Y	-32.60%
EPS next Y	8.21%
EPS next 5Y	-2.43%
EPS past 3/5Y	-21.98% 2.91%
Sales past 3/5Y	-2.36% 5.41%
EPS Y/Y TTM	-41.01%
Sales Y/Y TTM	-14.89%
EPS Q/Q	-25.39%
Sales Q/Q	-17.41%
Earnings	Oct 28 AMC
EPS/Sales Surpr.	-10.77% -9.73%

Insider Own	3.53%
Insider Trans	-0.06%
Inst Own	104.12%
Inst Trans	1.56%
ROA	3.88%
ROE	5.76%
ROIC	4.32%
Gross Margin	17.62%
Oper. Margin	6.69%
Profit Margin	5.79%
SMA20	5.48%
SMA50	0.30%
SMA200	-6.43%
Trades

Shs Outstand	64.42M
Shs Float	62.87M
Short Float	8.17%
Short Ratio	5.94
Short Interest	5.14M
52W High	85.38 -24.49%
52W Low	56.66 13.78%
Volatility	3.86% 3.52%
ATR (14)	2.33
RSI (14)	55.39
Beta	1.32
Rel Volume	1.54
Avg Volume	865.50K
Volume	1,330,698

Perf Week	0.44%
Perf Month	0.16%
Perf Quarter	-10.83%
Perf Half Y	-2.82%
Perf YTD	-2.02%
Perf Year	-4.46%
Perf 3Y	15.14%
Perf 5Y	18.61%
Perf 10Y	317.96%
Recom	2.62
Target Price	71.00
Prev Close	64.49
Price	64.47
Change %	-0.03%

Consensus

Hold

Avg. Price Target

$71.00

Implied Upside

+10.1%

Analysts11incl. previous ratings

Rating Distribution3 Buy · 7 Hold · 1 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Oct 06, 2026	Initiated	MMelius	Sell	$59	-8.5%
Sep 16, 2026	Downgrade	TTruist	Buy → Hold	$72	+11.7%
Mar 04, 2026	Initiated	TTruist	Buy	$90	+39.6%
Jan 16, 2026	Downgrade	BBofA Securities	Buy → Neutral	$82	+27.2%
Jan 07, 2026	Initiated	CCitizens JMP	Mkt Outperform	$90	+39.6%
Oct 07, 2025	Downgrade	EEvercore ISI	Outperform → In-line	$82	+27.2%
May 05, 2025	Initiated	BBofA Securities	Buy	$82	+27.2%
Mar 06, 2025	Upgrade	SSeaport Research Partners	Sell → Neutral	$70	+8.6%
Dec 13, 2024	Downgrade	JJP Morgan	Overweight → Neutral	$220 → $197	+205.6%
Nov 07, 2024	Downgrade	RRaymond James	Outperform → Mkt Perform
Oct 31, 2024	Upgrade	GGoldman	Neutral → Buy	$205 → $235	+264.5%
Oct 15, 2024	Upgrade	WWedbush	Underperform → Neutral	$160 → $195	+202.5%
Aug 14, 2024	Upgrade	WWolfe Research	Peer Perform → Outperform	$230	+256.8%
Aug 05, 2024	Downgrade	SSeaport Research Partners	Neutral → Sell	$153	+137.3%
Jul 24, 2024	Initiated	RRaymond James	Outperform	$220	+241.2%
Apr 02, 2024	Downgrade	WWedbush	Neutral → Underperform	$155 → $148	+129.6%
Jan 22, 2024	Downgrade	SSeaport Research Partners	Buy → Neutral
Dec 18, 2023	Downgrade	WWedbush	Outperform → Neutral	$170	+163.7%
Nov 02, 2023	Upgrade	SSeaport Research Partners	Neutral → Buy	$153	+137.3%
Jun 14, 2023	Initiated	SSeaport Research Partners	Neutral

Oct-29-26 05:16PM	Meritage Homes Misses, Pulls Guidance And Shifts Into Liquidity-Defense Mode As Demand Slides (Earnings Whispers)
Oct-28-26 04:47PM	Meritage: Q3 Earnings Snapshot (Associated Press)
04:30PM	Meritage Homes reports third quarter 2026 results (GlobeNewswire)
Oct-20-26 05:24PM	Meritage Homes Must Prove Demand Has Bottomed As Rising Rates Test Its Margin Floor (Earnings Whispers)
Oct-06-26 03:08PM	What Makes Lennar Stock A Buy Today? (Trefis)
03:29PM	Loading…
Sep-21-26 03:29PM	Is Lennar Stock Really On Sale? (Trefis)
12:58PM	What Happens To Lennar Stock If Its Home Sales Keep Slowing? (Trefis)
Sep-16-26 09:45AM	Meritage Homes Shares Fall 2.3% in Premarket Trading After Truist Downgrade (InvestorsHub)
09:42AM	Starbucks initiated, Expedia downgraded: Wall Street's top analyst calls (The Fly)
Sep-11-26 11:34AM	As Mortgage Rates Hit 7%, Home Builders Flash a Buy Signal (Barrons.com)
Sep-10-26 04:30PM	Meritage Homes Third Quarter 2026 Earnings Conference Call and Webcast Scheduled for October 29, 2026 (GlobeNewswire)
Sep-03-26 09:01PM	Motus Holdings Ltd (JSE:MTH) (FY 2026) Earnings Call Highlights: Record Profit Before Tax of ... (GuruFocus.com)
Aug-27-26 01:12PM	Toll Brothers Grew Its Earnings Per Share Without Growing Earnings (Trefis)
Aug-25-26 09:00AM	Meritage Homes Publishes Its Annual Sustainability and Corporate Responsibility Data Update (GlobeNewswire)
Aug-20-26 02:50PM	Meritage Homes Announces Quarterly Cash Dividend (GlobeNewswire)
07:02PM	Loading…
Jul-30-26 07:02PM	Meritage Homes Corp (MTH) (Q2 2026) Earnings Call Highlights: Strong Operational Execution Amid ... (GuruFocus.com)
Jul-29-26 04:46PM	Meritage: Q2 Earnings Snapshot (Associated Press)
04:30PM	Meritage Homes reports second quarter 2026 results (GlobeNewswire)
Jun-29-26 04:05PM	Frontdoor Names Finance and Real Estate Executive Hilla Sferruzza to Board of Directors (Business Wire)
Jun-11-26 05:00PM	Meritage Homes Second Quarter 2026 Earnings Conference Call and Webcast Scheduled for July 30, 2026 (GlobeNewswire)
Jun-01-26 04:43PM	Dream Finders Homes Appoints Clint Szubinski as Chief Operating Officer (Business Wire) +5.18%
02:55PM	These home-builder stocks look cheap after Berkshire's 'vote of confidence' in the sector (MarketWatch)
May-26-26 09:00AM	Meritage Homes Renews Partnership With Operation Homefront, Donating Mortgage-Free Home To Military Family in Mississippi (GlobeNewswire)
May-21-26 04:15PM	Meritage Homes Announces Quarterly Cash Dividend (GlobeNewswire)
Apr-24-26 03:12AM	Meritage Homes Corp (MTH) Q1 2026 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
Apr-22-26 05:02PM	Meritage: Q1 Earnings Snapshot (Associated Press)
04:30PM	Meritage Homes reports first quarter 2026 results (GlobeNewswire)
Mar-12-26 09:00AM	Meritage Homes First Quarter 2026 Earnings Conference Call and Webcast Scheduled for April 23, 2026 (GlobeNewswire)
Mar-08-26 11:53AM	Meritage Homes Corp (MTH) Boosts Dividends As Its Spec-Only Approach Draws Praise (Insider Monkey)
Mar-04-26 11:00AM	Home Builder Revenue Will Drop This Year, Truist Says. These 4 Stocks Are Buys Anyway. (Barrons.com)
10:33PM	Loading…
Mar-03-26 10:33PM	Home Builders Stocks Q4 Teardown: Meritage Homes (NYSE:MTH) Vs The Rest (StockStory)
Mar-02-26 10:36PM	Home Builders Stocks Q4 Recap: Benchmarking Meritage Homes (NYSE:MTH) (StockStory)
Feb-27-26 11:30AM	Why Is Meritage (MTH) Up 7.8% Since Last Earnings Report? (Zacks)
Feb-25-26 08:03PM	Motus Holdings Ltd (JSE:MTH) (Half Year 2026) Earnings Call Highlights: Strong South African ... (GuruFocus.com)
Feb-19-26 03:14PM	Meritage Homes Increases Quarterly Cash Dividend (GlobeNewswire)
Feb-07-26 07:38AM	Keefe Bruyette Stays Market Perform on Meritage Homes Corporation (MTH), Citing Near-Term Pressures (Insider Monkey)
Feb-04-26 12:38AM	5 Revealing Analyst Questions From Meritage Homes's Q4 Earnings Call (StockStory)
Feb-02-26 11:36PM	1 Small-Cap Stock to Consider Right Now and 2 We Question (StockStory)
Jan-30-26 12:38AM	Meritage Homes Q4 Earnings Call Highlights (MarketBeat)
Jan-29-26 04:10PM	Meritage Homes Corp (MTH) Q4 2025 Earnings Call Highlights: Navigating Market Challenges with ... (GuruFocus.com)
03:20PM	MTH Q4 Deep Dive: Demand Weakness and Margin Pressures Shape Outlook for 2026 (StockStory)
Jan-28-26 07:00PM	Compared to Estimates, Meritage (MTH) Q4 Earnings: A Look at Key Metrics (Zacks)
05:50PM	Meritage Homes (NYSE:MTH) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings (StockStory)
05:50PM	Meritage Homes (MTH) Q4 Earnings Surpass Estimates (Zacks)
05:03PM	Meritage: Q4 Earnings Snapshot (Associated Press Finance)
04:30PM	Meritage Homes reports fourth quarter 2025 results (GlobeNewswire)
Jan-26-26 10:12PM	What To Expect From Meritage Homes's (MTH) Q4 Earnings (StockStory)
Jan-21-26 10:00AM	Earnings Preview: Meritage Homes (MTH) Q4 Earnings Expected to Decline (Zacks)
Jan-12-26 08:26AM	Century Communities (CCS) Soars 10.9%: Is Further Upside Left in the Stock? (Zacks)
Jan-06-26 11:08PM	3 Reasons to Avoid MTH and 1 Stock to Buy Instead (StockStory)
Dec-17-25 08:00AM	Meritage Homes Fourth Quarter 2025 Earnings Conference Call and Webcast Scheduled for January 29, 2026 (GlobeNewswire)
Dec-15-25 08:00AM	Meritage Homes Contributes $4.2 Million In Donations and Funding In 2025 To Strengthen Communities Nationwide (GlobeNewswire)
Dec-04-25 08:00AM	The Way To 200K: Meritage Homes Celebrates 40th Anniversary (GlobeNewswire)
Dec-01-25 10:31PM	Home Builders Stocks Q3 Highlights: Meritage Homes (NYSE:MTH) (StockStory)
Nov-27-25 11:30AM	Why Is Meritage (MTH) Up 10.2% Since Last Earnings Report? (Zacks)
Nov-20-25 05:18PM	Meritage Homes Announces Quarterly Cash Dividend and Enhances Programmatic Share Repurchase Strategy (GlobeNewswire) +7.02%
Nov-04-25 12:33AM	The Top 5 Analyst Questions From Meritage Homes's Q3 Earnings Call (StockStory)
Oct-30-25 03:54PM	Meritage Homes Corp (MTH) Q3 2025 Earnings Call Highlights: Navigating Market Challenges with ... (GuruFocus.com)
Oct-29-25 08:15PM	MTH Q3 Deep Dive: Incentives and Market Uncertainty Weigh on Margins and Outlook (StockStory) -5.57%
Oct-28-25 06:30PM	Meritage (MTH) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:40PM	Meritage Homes (MTH) Misses Q3 Earnings and Revenue Estimates (Zacks)
05:20PM	Meritage Homes (NYSE:MTH) Reports Sales Below Analyst Estimates In Q3 Earnings, Stock Drops (StockStory)
04:39PM	Meritage: Q3 Earnings Snapshot (Associated Press Finance)
04:30PM	Meritage Homes reports third quarter 2025 results (GlobeNewswire)
Oct-27-25 09:25AM	Meritage Homes Corp (MTH) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-26-25 11:06PM	Meritage Homes (MTH) Q3 Earnings: What To Expect (StockStory)
Oct-22-25 07:25AM	Taylor Morrison Home (TMHC) Q3 Earnings and Revenues Beat Estimates (Zacks)
Oct-16-25 04:05AM	Is Meritage Homes (MTH) the Best Housing Stock to Buy for 2026? (Insider Monkey)
Oct-07-25 09:37AM	Housing weakness due to poor demand not supply, says Evercore (Investing.com)
Oct-06-25 10:33AM	Berkshire Hathaway's Billion-Dollar Housing Bet Is Paying Off: Should Investors Follow? (Motley Fool)
Sep-29-25 05:00AM	3 Dividend Stocks to Hold for the Next 10 Years (Motley Fool)
Sep-26-25 12:05AM	3 Reasons to Avoid MTH and 1 Stock to Buy Instead (StockStory)
Sep-16-25 09:00AM	Meritage Homes Third Quarter 2025 Earnings Conference Call and Webcast Scheduled for October 29, 2025 (GlobeNewswire)
Sep-10-25 09:00AM	Operation Homefront Selects Two Military Families to Receive Mortgage-Free Meritage Homes in Colorado and North Carolina (GlobeNewswire)
Sep-09-25 02:01PM	Meritage Homes, Tri Pointe Homes, SolarEdge, Nextracker, and Shoals Shares Plummet, What You Need To Know (StockStory)
Sep-08-25 02:41PM	Comstock Soars 74% in 3 Months: What's Driving the Rally? (Zacks)
Sep-04-25 04:45PM	Why Meritage Homes (MTH) Stock Is Up Today (StockStory) +6.15%
Aug-25-25 11:34PM	Unpacking Q2 Earnings: Meritage Homes (NYSE:MTH) In The Context Of Other Home Builders Stocks (StockStory)
09:00AM	Meritage Homes Publishes 2024 Sustainability and Corporate Responsibility Report (GlobeNewswire)
Aug-22-25 11:30AM	Meritage (MTH) Up 5.4% Since Last Earnings Report: Can It Continue? (Zacks) +6.93%
Aug-21-25 04:45PM	Meritage Homes Announces Quarterly Cash Dividend and $500M Increase to Share Repurchase Authorization (GlobeNewswire)
Aug-12-25 04:35PM	Meritage Homes (MTH) Stock Is Up, What You Need To Know (StockStory)
Jul-25-25 03:17AM	Meritage Homes Corp (MTH) Q2 2025 Earnings Call Highlights: Record Community Count Amidst ... (GuruFocus.com)
Jul-24-25 01:30PM	Why Meritage Homes (MTH) Stock Is Trading Lower Today (StockStory)
Jul-23-25 05:45PM	Meritage Homes (MTH) Surpasses Q2 Earnings and Revenue Estimates (Zacks)
04:57PM	Meritage Homes (NYSE:MTH) Beats Q2 Sales Targets (StockStory)
04:39PM	Meritage: Q2 Earnings Snapshot (Associated Press Finance)
04:30PM	Meritage Homes reports second quarter 2025 results (GlobeNewswire)
09:30AM	Meritage Homes Corp (MTH) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-22-25 09:23AM	Earnings To Watch: Meritage Homes Corp (MTH) Reports Q2 2025 Result (GuruFocus.com) +7.75%
Jul-21-25 11:07PM	Earnings To Watch: Meritage Homes (MTH) Reports Q2 Results Tomorrow (StockStory)
Jul-17-25 08:50AM	Here Is Why Bargain Hunters Would Love Fast-paced Mover Meritage (MTH) (Zacks)
Jul-14-25 02:46PM	Why Meritage Homes (MTH) Stock Is Trading Lower Today (StockStory)
Jul-04-25 12:01AM	3 Reasons to Sell MTH and 1 Stock to Buy Instead (StockStory)
Jun-28-25 04:16AM	Meritage Homes Extends Veteran Partnership, Donates 2 More Mortgage-Free Homes (Insider Monkey)
Jun-25-25 08:15AM	Winnebago Industries (WGO) Tops Q3 Earnings Estimates (Zacks)
Jun-23-25 11:22AM	Solar Stocks and Homebuilders (Motley Fool)
Jun-20-25 09:51AM	The 5 Most Interesting Analyst Questions From Meritage Homes's Q1 Earnings Call (StockStory)
Jun-16-25 09:00AM	Meritage Homes Second Quarter 2025 Earnings Conference Call and Webcast Scheduled for July 24, 2025 (GlobeNewswire)
Jun-10-25 12:33AM	3 Small-Cap Stocks in Hot Water (StockStory)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Sasser Alison	SVP - Chief Accounting Officer	May 12 '26	Sale	62.11	1,273	79,066	7,634	May 13 04:30 PM
ALISON SASSER	Officer	May 12 '26	Proposed Sale	62.05	1,273	78,990		May 12 12:29 PM
HILTON STEVEN J	Executive Chairman	Feb 23 '26	Sale	76.13	4,835	368,107	841,603	Feb 25 04:26 PM
Clinton Malissia	EVP - Gen. Counsel, Secretary	Feb 23 '26	Sale	76.11	5,185	394,617	19,203	Feb 25 04:26 PM
Feliciano Javier	EVP Chief People Officer	Feb 23 '26	Sale	76.24	3,580	272,931	44,935	Feb 25 04:25 PM
Sferruzza Hilla	EVP- Chief Financial Officer	Feb 23 '26	Sale	76.35	10,928	834,329	124,961	Feb 25 04:25 PM
Sasser Alison	SVP - Chief Accounting Officer	Feb 24 '26	Sale	76.80	151	11,597	8,907	Feb 25 04:25 PM
Lord Phillippe	Chief Executive Officer	Feb 23 '26	Sale	76.49	32,820	2,510,538	260,389	Feb 25 04:25 PM
Woffinden Austin M	EVP, Corp. Ops & Strategy	Feb 24 '26	Sale	76.80	143	10,982	20,595	Feb 25 04:25 PM
AUSTIN WOFFINDEN	OFFICER	Feb 24 '26	Proposed Sale	76.66	143	10,962		Feb 24 10:43 AM
ALISON SASSER	OFFICER	Feb 24 '26	Proposed Sale	76.67	151	11,577		Feb 24 10:27 AM
Woffinden Austin M	EVP, Corp. Ops & Strategy	Feb 20 '26	Sale	78.16	263	20,556	20,215	Feb 23 04:23 PM
Sasser Alison	SVP - Chief Accounting Officer	Feb 20 '26	Sale	78.16	158	12,349	8,508	Feb 23 04:22 PM
PHILLIPPE LORD	OFFICER	Feb 23 '26	Proposed Sale	76.47	32,820	2,509,615		Feb 23 04:07 PM
HILLA SFERRUZZA	OFFICER	Feb 23 '26	Proposed Sale	76.32	10,928	833,997		Feb 23 03:46 PM
MALISSIA CLINTON	OFFICER	Feb 23 '26	Proposed Sale	76.07	5,185	394,439		Feb 23 02:00 PM
STEVE HILTON	OFFICER	Feb 23 '26	Proposed Sale	76.10	4,835	367,931		Feb 23 01:46 PM
JAVIER FELICIANO	OFFICER	Feb 23 '26	Proposed Sale	76.20	3,580	272,788		Feb 23 12:39 PM
AUSTIN WOFFINDEN	OFFICER	Feb 20 '26	Proposed Sale	78.08	263	20,536		Feb 20 11:27 AM
ALISON SASSER	OFFICER	Feb 20 '26	Proposed Sale	78.03	158	12,329		Feb 20 11:05 AM
Woffinden Austin M	EVP, Corp. Ops & Strategy	Feb 18 '26	Sale	79.46	647	51,411	19,523	Feb 19 04:26 PM
Lord Phillippe	Chief Executive Officer	Feb 18 '26	Sale	80.07	5,000	400,350	216,320	Feb 19 04:26 PM
Sasser Alison	SVP - Chief Accounting Officer	Feb 18 '26	Sale	79.46	680	54,033	8,093	Feb 19 04:26 PM
PHILLIPPE LORD	OFFICER	Feb 18 '26	Proposed Sale	80.07	5,000	400,349		Feb 18 12:21 PM
ALISON SASSER	OFFICER	Feb 18 '26	Proposed Sale	79.43	680	54,012		Feb 18 10:45 AM
AUSTIN WOFFINDEN	OFFICER	Feb 18 '26	Proposed Sale	79.43	647	51,391		Feb 18 10:26 AM

Meritage Homes Corp. engages in the design and construction of single-family attached and detached homes. It operates through the following segments: Homebuilding and Financial Services. The Homebuilding segment acquires and develops land, constructs homes, markets and sells those homes, and provides warranty and customer services. The Financial Services segment offers title and escrows, mortgage, and insurance services. The company was founded by Steven J. Hilton and William W. Cleverly in 1985 and is headquartered in Scottsdale, AZ.

Executive ChairmanMr. Steven J. Hilton

CEOMr. Phillippe Lord

CFO & Executive VPMs. Hilla Sferruzza CPA

Executive VPMs. Malissia R. Clinton

Chief People Officer & Executive VPMr. Javier Feliciano

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MTH

Meritage Homes Corp

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