Meritage Homes Raises Quarterly Dividend by $0.05 to $0.48 a Share, Payable March 31 to Holders of Record March 17
Meritage Homes (MTH) announced an increase in its quarterly dividend by $0.05, raising it to $0.48 per share. This dividend is scheduled to be paid on March 31, 2026, to shareholders of record as of March 17, 2026. The news was published on February 19, 2026.
Meritage Homes Increases Quarterly Cash Dividend
Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.48 per share, a 12% increase from the previous year. This dividend will be payable on March 31, 2026, to shareholders of record as of March 17, 2026. The company, the fifth-largest homebuilder in the U.S., highlighted its focus on energy-efficient and affordable homes.
Meritage Homes Corporation Declares Quarterly Dividend of $0.48 Per Share, Marking 12% Increase Year-Over-Year
Meritage Homes Corporation announced a 12% increase in its quarterly dividend, declaring $0.48 per share payable on March 31, 2026. The company, which is the fifth-largest homebuilder in the U.S., is recognized for building energy-efficient homes across multiple states. This dividend increase reflects the company's financial growth and stability, though some questions remain about the sustainability of cash flow and the lack of specific details on overall financial performance.
Meritage Homes raises quarterly dividend 12% to 48c per share
Meritage Homes (MTH) Corporation has announced a 12% increase in its quarterly dividend, raising it to 48 cents per share from 43 cents per share in 2025. This dividend is scheduled to be paid on March 31, 2026, to shareholders of record as of March 17, 2026. The announcement was first published by TheFly.
Press Release: Meritage Homes Increases Quarterly Cash Dividend
This article announces that Meritage Homes has increased its quarterly cash dividend. It also briefly mentions Unity Software's fourth-quarter financial results, including a 35% year-over-year revenue increase to $609 million and a quarterly loss of 66 cents per share. However, the full details of Meritage Homes' dividend increase are not provided in the accessible content.
Public Sector Pension Investment Board Grows Stock Holdings in Meritage Homes Corporation $MTH
The Public Sector Pension Investment Board increased its stake in Meritage Homes Corporation (MTH) by 13.4% in Q3, now owning 277,531 shares valued at over $20 million. Meritage Homes beat EPS expectations but saw an 11.9% decline in quarterly revenue. Analyst ratings are mixed, with Zacks issuing a "Strong Sell" and Citi an "Outperform," resulting in a consensus "Hold" rating with a target price of $83.63.
LSV Asset Management Has $28.31 Million Stock Holdings in Meritage Homes Corporation $MTH
LSV Asset Management slightly reduced its stake in Meritage Homes Corporation (NYSE:MTH) by 4.5%, now holding 390,800 shares valued at approximately $28.31 million. Despite Meritage Homes reporting better-than-expected EPS of $1.67, its revenue of $1.44 billion fell short of estimates, leading to mixed analyst sentiment, with an average "Hold" rating and an $83.63 price target. Several other institutional investors also adjusted their holdings in the homebuilder during the last two quarters.
Keefe Bruyette stays market perform on Meritage Homes Corporation (MTH), citing near-term pressures
Keefe Bruyette maintained a market perform rating on Meritage Homes Corporation (MTH) due to anticipated near-term pressures. The company's stock is expected to experience challenges in the immediate future, prompting the reiteration of the current rating. This suggests a cautious outlook on MTH's performance.
Q1 EPS Estimates for Meritage Homes Decreased by Analyst
Zacks Research has lowered its Q1 2026 EPS estimate for Meritage Homes (NYSE: MTH) to $1.15 per share, down from $1.29, and maintains a "Strong Sell" rating on the stock. This reduction reflects a broader re-evaluation of financial expectations for the homebuilder, with revised estimates also issued for subsequent quarters and the full fiscal year 2026. Despite the downgrade, Meritage Homes recently reported Q4 earnings of $1.67 EPS, exceeding analyst expectations, and announced a quarterly dividend of $0.43 per share.
Meritage Homes Corporation $MTH Shares Sold by New York State Common Retirement Fund
The New York State Common Retirement Fund significantly reduced its stake in Meritage Homes Corporation (NYSE:MTH) by 99.7% in Q3, selling over 8.7 million shares. Despite this, other institutional investors have increased their holdings, and Meritage Homes reported strong Q3 earnings, surpassing analyst estimates. The company maintains an average "Hold" rating from analysts with a consensus price target of $83.63 and recently announced a quarterly dividend.
A Look At Meritage Homes (MTH) Valuation After Earnings, Buybacks And Flat 2026 Revenue Guidance
Meritage Homes (MTH) is under scrutiny after its latest earnings report, which featured lower annual revenue and net income, real estate impairments, and flat revenue guidance for 2026, alongside significant share buybacks and community growth. While a "fair value narrative" suggests the stock is undervalued at $83.13 per share compared to its $75.91 trading price, a Discounted Cash Flow (DCF) model pegs its value at a much lower $34.15, indicating it is overvalued by that metric. The article encourages investors to analyze community growth, margin pressures, and future earnings multiples to determine if the current stock price presents a buying opportunity.
Principal Financial Group Inc. Increases Stock Position in Meritage Homes Corporation $MTH
Principal Financial Group Inc. increased its stake in Meritage Homes Corporation by 13.1% in the 3rd quarter, acquiring an additional 46,554 shares, bringing its total to 402,664 shares valued at $29.17 million. Other major institutions like Balyasny Asset Management, Norges Bank, and Goldman Sachs Group also significantly increased their holdings, leading to institutional investors owning approximately 98.44% of MTH stock. Despite a consensus "Hold" rating from analysts with an average target price of $83.63, the company reported strong Q3 earnings per share of $1.67, surpassing estimates, though revenue saw an 11.9% year-over-year decline.
Keefe Bruyette Stays Market Perform on Meritage Homes Corporation (MTH), Citing Near-Term Pressures
Keefe Bruyette analyst Jade Rahmani reiterated a Market Perform rating on Meritage Homes Corporation (MTH) and lowered its price target to $76 from $78, citing the challenging housing market. Despite these pressures, Meritage Homes reported strong Q4 2025 results with a 15% year-over-year increase in community count and a return of $179 million to shareholders. The company plans a further 5-10% increase in community count in 2026 to capitalize on market recovery.
Keefe Bruyette Stays Market Perform on Meritage Homes Corporation (MTH), Citing Near-Term Pressures
Keefe Bruyette analyst Jade Rahmani reiterated a Market Perform rating on Meritage Homes Corporation (MTH) and lowered its price target to $76 from $78, citing near-term pressures in the homebuilding market. Despite these headwinds, Meritage Homes reported strong Q4 2025 results with a 15% year-over-year increase in community count and anticipates further expansion in 2026. The company also demonstrated a commitment to shareholder value by returning $179 million through buybacks and dividends.
Keefe Bruyette Stays Market Perform on Meritage Homes Corporation (MTH), Citing Near-Term Pressures
Keefe Bruyette analyst Jade Rahmani lowered the price target for Meritage Homes Corporation (NYSE: MTH) to $76 from $78, while maintaining a Market Perform rating due to a challenging homebuilding environment and industry headwinds. Despite this, Meritage Homes reported increased community counts and returned significant value to shareholders through buybacks and dividends. The company aims for continued growth in 2026 by expanding its geographic reach and product availability.
5 Revealing Analyst Questions From Meritage Homes's Q4 Earnings Call
Meritage Homes's Q4 results were impacted by affordability challenges and cautious buyer sentiment, leading to softer sales and margin compression. Despite missing analyst estimates for revenue, EPS, and EBITDA, management focused on protecting profitability by limiting incentives and converting backlog. The article highlights five key analyst questions from the earnings call, covering topics such as the rationale behind prioritizing margins, community count growth, optimism for the spring selling season, SG&A savings, and the adaptability of their move-in ready strategy.
Research Alert: CFRA Reiterates Hold View On Shares Of Meritage Homes Corporation
CFRA has reiterated its "Hold" view on shares of Meritage Homes Corporation. Separately, Unity Software reported strong fourth-quarter results, with revenue increasing 35% year-over-year to $609 million, though it posted a quarterly loss of 66 cents per share.
A Look At Meritage Homes (MTH) Valuation After Soft Q4 Results And Flat 2026 Revenue Guidance
Meritage Homes (MTH) recently reported softer-than-expected Q4 2025 results and issued flat revenue guidance for 2026, leading to a recent stock price decline despite longer-term gains. The company faces affordability pressures, weaker buyer confidence, and margin compression. While analysts see potential undervaluation, trading at a 20% discount to targets, the core issue is whether the market already reflects its future growth potential accurately.
Greenhaven Associates Inc. Lowers Stake in Meritage Homes Corporation $MTH
Greenhaven Associates Inc. reduced its stake in Meritage Homes Corporation by 2.6% in Q3 2025, selling 39,001 shares and now holding 1,452,954 shares valued at approximately $105.24 million. This reduction comes amidst mixed Q4 results for Meritage, which beat EPS estimates but missed revenue and issued a significantly lowered Q1 guidance, causing a negative market reaction. Analyst ratings for Meritage Homes are currently mixed, with a "Hold" consensus and an average price target of $83.50.
The Bull Case For Meritage Homes (MTH) Could Change Following Cautious 2026 Outlook And Buyback Completion
Meritage Homes Corporation reported mixed 2025 results with declining revenue and net income, alongside the completion of a significant share repurchase program. The company issued a cautious 2026 outlook, projecting flat revenue, focusing on efficiency and backlog conversion rather than rapid growth, which may lead to a reassessment of its investment narrative amidst affordability pressures and margin compression. Analyst fair value estimates for MTH vary widely, suggesting different investor perspectives on the company's future.
A Look At Meritage Homes (MTH) Valuation After Soft Q4 Results And Flat 2026 Revenue Guidance
Meritage Homes (MTH) valuations are being re-evaluated following soft Q4 2025 results and flat 2026 revenue guidance, despite a slight recent share price decline. The company is considered undervalued by analysts, with a fair value of $83.13, due to projected revenue growth, improved margins, and backlog conversion. However, continuous affordability pressures and margin thinning pose risks to this optimistic outlook.
Meritage Homes Corporation (NYSE:MTH) Sees Significant Drop in Short Interest
Meritage Homes Corporation (NYSE:MTH) experienced a 20.3% decrease in short interest in January, totaling 3,338,261 shares by January 15th. This reduction suggests a potential easing of bearish sentiment, despite the company reporting mixed Q4 earnings (beating EPS but missing revenue) and issuing weak Q1 2026 guidance. Analyst ratings are mixed, with a consensus "Hold" and a target price of $83.50, and recent insider selling could add near-term pressure.
Meritage Homes signals $400M buyback plan for 2026 amid strategic land repositioning and margin discipline
Meritage Homes plans a substantial $400 million share repurchase program for 2026, contingent on market conditions and capital allocation strategies. This initiative is part of the company's broader strategic goal to enhance shareholder returns, supported by a tactical shift towards a more efficient land strategy and a disciplined focus on maintaining gross margins. The company aims to optimize its balance sheet while navigating current market dynamics.
The Bull Case For Meritage Homes (MTH) Could Change Following Cautious 2026 Outlook And Buyback Completion
Meritage Homes (MTH) recently reported its 2025 full-year results, showing a decline in revenue and net income, along with margin compression. The company’s 2026 revenue guidance is flat, suggesting a focus on efficiency, backlog conversion, and community growth rather than rapid expansion, impacting its investment narrative. Despite a significant share repurchase program, affordability pressures and weaker margins keep the near-term risk/reward balanced, with some analyses suggesting the stock might still be overvalued.
Meritage Homes Earnings Call: Strength Amid Margin Squeeze
Meritage Homes' latest earnings call revealed strong operational execution, including record backlog conversion and faster build times, alongside disciplined balance sheet management and aggressive capital returns. Despite these strengths, the company faced revenue decline, compressed margins due to elevated incentives, and weaker volumes, leading to a conservative outlook for 2026. Management's guidance highlights a near-term earnings squeeze while maintaining confidence in its long-term strategy, supported by continued community investment and share repurchases.
Meritage holds its line as new-home demand turns inelastic
Meritage Homes' Q4 2025 performance demonstrates a strategic focus on protecting margins and controlling inventory rather than aggressively pursuing sales in a soft market. The company prioritized operational discipline, maintaining faster cycle times and a strong balance sheet, while making deliberate choices to "hold the line" on incentives. This approach emphasizes operational excellence as a core strategy when buyer confidence is low, leading to a pragmatic pivot despite lower reported financials.
UBS Adjusts Price Target on Meritage Homes to $95 From $101, Maintains Buy Rating
UBS has revised its price target for Meritage Homes (MTH) shares down to $95 from $101, while reiterating a "Buy" rating on the stock. This adjustment reflects an updated valuation by the financial institution. The report also notes Meritage Homes' recent financial results for Q4 2025.
Meritage Homes, Century Communities, and Beazer Homes Report Quarterly Results
Meritage Homes, Century Communities, and Beazer Homes released their latest quarterly results, reflecting a challenging housing market with decreased closings and revenues due to soft consumer confidence. Despite these hurdles, all three builders expressed optimism for the upcoming fiscal year, highlighting internal efficiencies, cost reductions, and strategic land management to navigate market conditions and prepare for future growth.
Meritage Homes Corporation (NYSE:MTH) Q4 2025 Earnings Call Transcript
Meritage Homes Corporation reported its Q4 2025 earnings, discussing challenging market conditions, strategic land deal terminations, increased share buybacks, and a focus on its move-in-ready spec home strategy. The company highlighted a 15% year-over-year increase in community count and detailed financial performance, including a decrease in diluted EPS and an adjusted gross margin of 19.3%. Meritage also provided Q1 2026 guidance, projecting flat full-year closings and revenue compared to 2025, while emphasizing its competitive advantage in the housing market.
Meritage Homes (MTH) Margin Compression To 7.7% Challenges Bullish Earnings Narratives
Meritage Homes (MTH) closed FY 2025 with mixed results, showing revenue of US$1.4 billion and EPS of US$1.21 in Q4, but net profit margins compressed significantly from 12.3% to 7.7% over the last year. This margin compression, coupled with a dividend that isn't fully covered by free cash flow, raises concerns for investors despite the stock trading at a discount to peers and its DCF fair value. Both bullish and bearish perspectives are evaluating these factors, with future growth forecasts offering a potential counter to current profitability pressures.
Reassessing Meritage Homes (MTH) After Recent Share Price Weakness And DCF Valuation Gap
This article reassesses the valuation of Meritage Homes (MTH) after recent share price weakness. Using a Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratio comparison, Simply Wall St suggests that MTH is currently undervalued. The DCF model indicates a 65.3% discount, and its P/E ratio is below industry averages and the company's "Fair Ratio".
Earnings call transcript: Meritage Q4 2025 sees EPS beat, revenue miss
Meritage Corporation reported mixed financial results for Q4 2025, exceeding EPS expectations at $1.67 but missing revenue projections with $1.4 billion. The company anticipates flat closings in 2026 compared to 2025, with plans for 5-10% community count growth and a commitment to $400 million in share buybacks. Despite challenges from elevated mortgage rates and localized demand patterns, Meritage maintains a strong cash position and aims to optimize its business while focusing on affordability and strategic capital allocation.
Meritage Homes (NYSE:MTH) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
Meritage Homes (NYSE:MTH) reported Q4 CY2025 sales of $1.43 billion, missing analyst estimates, although its non-GAAP EPS of $1.67 exceeded expectations. The company experienced a 12% year-on-year revenue decline and a significant miss in adjusted EBITDA. Analysts project a modest 4.1% revenue growth for MTH over the next 12 months, which is still below the sector average.
Meritage Homes Corporation Reports Fourth Quarter and Full Year 2025 Results
Meritage Homes Corporation reported a significant financial downturn for Q4 and full year 2025, with home closing revenue and net earnings decreasing. Despite challenging economic conditions, the company focused on efficient operations, share repurchases, and maintaining readily available inventory. Meritage Homes anticipates consistent performance in 2026, balancing growth with shareholder returns.
Earnings Flash (MTH) Meritage Homes Corporation Reports Q4 Revenue $1.43B, vs. FactSet Est of $1.51B
Meritage Homes Corporation (MTH) announced its Q4 revenue for 2025 was $1.43 billion, falling short of the FactSet estimate of $1.51 billion. The company also reported Q4 adjusted EPS of $1.67 per share, surpassing the FactSet estimate of $1.55. Meritage Homes Corporation is a designer and builder of single-family homes, operating across ten states in the US.
Meritage: Q4 Earnings Snapshot
Meritage Homes Corp. (MTH) announced its Q4 earnings, reporting net income of $84 million, or $1.20 per share. Adjusted earnings reached $1.67 per share, surpassing Wall Street's expectation of $1.55 per share. However, the company's revenue of $1.43 billion fell short of the $1.51 billion forecast by analysts.
What To Expect From Meritage Homes's (MTH) Q4 Earnings
Meritage Homes (MTH) is set to report its Q4 earnings on Wednesday. Analysts anticipate an 8% year-on-year revenue decline to $1.49 billion and adjusted earnings of $1.52 per share, following a disappointing Q3 where the company missed revenue and operating income estimates. Despite this, there's positive sentiment in the homebuilders segment, with MTH shares up 8% over the last month, and the stock is trading below its average analyst price target.
What To Expect From Meritage Homes’s (MTH) Q4 Earnings
Meritage Homes (MTH) is set to report its Q4 earnings, with analysts expecting an 8% year-on-year revenue decline to $1.49 billion and adjusted earnings of $1.52 per share. The company previously missed revenue and operating income estimates in the last quarter. Investor sentiment in the homebuilders segment is positive, with Meritage Homes' stock up 8% over the last month.
How Shrinking Backlogs And Thinner Margins At Meritage Homes (MTH) Have Changed Its Investment Story
Meritage Homes, a U.S. homebuilder, has seen its investment narrative shift due to weakening demand, evidenced by a 34.4% backlog reduction over two years and a sharper decline in earnings per share than revenue, indicating thinner margins. This situation emphasizes the importance of order trends, margins, cost control, and pricing for investors. Despite potential undervaluation by some metrics, the company faces renewed questions about its financial health as its shares may still be trading above fair value.
How Shrinking Backlogs And Thinner Margins At Meritage Homes (MTH) Have Changed Its Investment Story
Meritage Homes (MTH) is facing a changing investment landscape due to shrinking backlogs and thinner margins. The company's backlog has decreased by 34.4% over the past two years, and earnings per share have fallen more sharply than revenue, indicating reduced profitability per home. This shift highlights the importance of order trends and margins as key catalysts for the company's near-term performance, while its dividend track record and low earnings multiple may provide some support.
How To YieldBoost Meritage Homes To 17.8% Using Options
This article from BNK Invest explains how shareholders of Meritage Homes Corp (MTH) can achieve a 17.8% annualized return by combining the stock's 2.4% dividend yield with selling a June covered call at the $80 strike price. This strategy, termed "YieldBoost," provides an additional 15.5% against the current stock price, with a detailed analysis of potential outcomes and the company's dividend history.
Earnings Preview: Meritage Homes (MTH) Q4 Earnings Expected to Decline
Meritage Homes (MTH) is expected to report a year-over-year decline in Q4 earnings and lower revenues for the quarter ended December 2025. The consensus EPS estimate is $1.55 per share, down 67.2% year-over-year, with revenues expected to be $1.51 billion, a 6.7% decrease. The Zacks Earnings ESP for MTH is -4.89%, combined with a Zacks Rank #5, making it difficult to predict an earnings beat.
Precision Trading with Meritage Homes Corporation (MTH) Risk Zones
This article provides a detailed analysis of Meritage Homes Corporation (MTH), highlighting a mid-channel oscillation pattern and a strong risk-reward short setup. It outlines specific trading strategies (Position, Momentum Breakout, Risk Hedging) with entry zones, targets, and stop losses, and presents multi-timeframe signal analysis with support and resistance levels. The analysis suggests prevailing positive sentiment, with AI models creating tailored strategies for different risk profiles.
Meritage Homes (MTH) Misses Q3 Earnings and Revenue Estimates
Meritage Homes (MTH) reported Q3 earnings of $1.39 per share, missing the Zacks Consensus Estimate of $1.71, and revenues of $1.42 billion, also below estimates. The company's shares have underperformed the S&P 500 year-to-date, and its Zacks Rank is currently #3 (Hold), suggesting it will perform in line with the market. Investors are now looking at future earnings estimates and management commentary for insights into the stock's direction.
Assessing Meritage Homes (MTH) Valuation After Recent Share Price Momentum And Undervaluation Signals
Meritage Homes (MTH) has seen recent share price momentum, with an 11.51% gain over the last month and a 14.98% year-to-date rise, despite a 3.15% decline over the past year. The stock is currently trading at $76.15, below an analyst price target of $85.38, indicating a potential undervaluation of 8.4% with a fair value estimated at $83.13. This valuation hinges on future earnings and disciplined capital allocation, including share buybacks, though it depends on sustained affordability for entry-level buyers and managed land development costs.
Meritage Homes (NYSE:MTH) Given Neutral Rating at Bank of America
Bank of America has reissued a "neutral" rating for Meritage Homes (NYSE:MTH) and increased its price target to $82, suggesting a 4.8% upside. Despite this, the company missed its latest quarterly earnings estimates with an EPS of $1.39 against an expected $1.71, and revenue dropped by 11.8% year-over-year. Analysts generally hold a "Hold" consensus rating for MTH, with an average price target of $84.63.
Meritage Homes, Taylor Morrison downgraded to Neutral from Buy at BofA (MTH:NYSE)
BofA Securities downgraded Meritage Homes (MTH) and Taylor Morrison Home (TMHC) to Neutral from Buy, citing downside risks to their 2026 earnings. The downgrade is attributed to factors such as weaker employment, inflation, increased competition, and less compelling valuations after recent stock rallies. Lower mortgage rates are not expected to significantly boost entry-level home demand, potentially increasing resale inventory and competition for new homes.
Insider Stock Buying Reaches US$1.58m On Meritage Homes
Over the past year, insiders at Meritage Homes Corporation have significantly increased their holdings, with the Executive Chairman making the largest purchase of US$820k. While they sold some shares, total insider purchases exceeded sales, indicating optimism about the company's future. The company also reports a healthy insider ownership of 2.3%, aligning management interests with shareholders.
Meritage Homes (MTH) Is Up 14.5% After Trump Mortgage-Bond Plan Aims To Lower Rates – Has The Bull Case Changed?
Meritage Homes (MTH) saw its stock rise 14.5% following the announcement of a Trump administration plan to lower mortgage rates. The plan, which involves buying mortgage bonds, aims to offset the Federal Reserve’s runoff of mortgage-backed securities, potentially improving buyer affordability for new single-family housing. While this could ease near-term headwinds for Meritage, the company's fourth-quarter results on January 28 and concerns about margin compression from incentives remain key factors for investors.
Meritage Homes (MTH) stock pops 10% on Trump mortgage-bond push — what to watch next week
Meritage Homes (MTH) stock rose 10% after President Trump announced a plan to lower mortgage rates by having the Treasury Department match the Fed's mortgage-backed securities runoff. While this could indirectly narrow the spread between mortgage bonds and Treasuries, analysts caution that it may not directly reduce rates significantly and doesn't address housing supply issues. Investors are now watching for tighter mortgage spreads, December's U.S. inflation data, and Meritage's Q4 earnings call on January 29th for further direction.
