Meritage Homes Keeps Quarterly Dividend at $0.48 a Share, Payable June 30 to Shareholders of Record on June 16
Meritage Homes Corporation announced that its quarterly dividend will remain at $0.48 per share. This dividend is scheduled to be paid on June 30 to shareholders who are on record as of June 16. The announcement was made on May 21, 2026.
Meritage Homes Announces Quarterly Cash Dividend
Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.48 per share. This dividend is payable on June 30, 2026, to shareholders of record as of June 16, 2026. Meritage Homes is the fifth-largest public homebuilder in the U.S. and is known for its energy-efficient and affordable homes.
Meritage Homes Struggles as Q1 Home Builder Earnings Disappoint
The Q1 2026 earnings season proved challenging for home builders, with group revenues missing analysts' consensus estimates by 1.7% and share prices dropping 10.1% on average. Meritage Homes specifically underperformed, reporting a 17.7% year-over-year revenue decrease to $1.12 billion, missing expectations and experiencing a 10% stock decline. In contrast, Taylor Morrison Home beat estimates, despite a 26.8% revenue decrease, showcasing stronger performance among its peers even with an 8.1% drop in stock price post-reporting.
How Investors May Respond To Meritage Homes (MTH) Weather-Hit Q1 Miss And Tentative Spring Demand Rebound
Meritage Homes (MTH) missed Q1 revenue expectations due to a severe winter storm and geopolitical tensions impacting demand and mortgage activity, causing a 10% share price drop. Despite this, management increased its dividend to US$0.48 per share, signaling a commitment to cash returns while carefully managing land spend. The investment narrative emphasizes Meritage's focus on entry-level homes and community growth, with projections of $7.1 billion revenue and $549.0 million earnings by 2028, suggesting a 37% upside to its current price despite ongoing affordability challenges.
Q2 EPS Estimates for Meritage Homes Lifted by Zacks Research
Zacks Research has slightly increased its Q2 2026 EPS estimate for Meritage Homes to $1.30, up from $1.29, but maintains a "Strong Sell" rating on the stock. This update comes despite Meritage Homes recently missing its Q1 earnings and revenue expectations. The stock saw a 3.7% increase on Tuesday, though the overall analyst consensus remains a "Hold" with an average price target of $79.89.
Abacus Wealth Partners LLC Invests $1.88 Million in Meritage Homes Corporation $MTH
Abacus Wealth Partners LLC reported a new $1.88 million position in Meritage Homes Corporation (MTH) during the fourth quarter, acquiring 28,576 shares. This investment occurs despite negative sentiment surrounding Meritage Homes, including missed earnings, revenue estimates, a "Strong Sell" rating from Zacks, and recent insider share sales. Analysts currently maintain a "Hold" consensus with a price target of $79.89 for the company.
Meritage Homes (NYSE:MTH) Raised to "Hold" at Wall Street Zen
Meritage Homes (NYSE:MTH) has been upgraded to "Hold" from "Sell" by Wall Street Zen, though the stock maintains an overall cautious analyst sentiment with a consensus "Hold" rating and a target price of $79.89. The company's shares recently dropped 4.3% to $59.21 after reporting weaker-than-expected earnings and revenue. Insider selling and negative outlook revisions from other analysts, such as Zacks Research, continue to pressure the stock's sentiment.
Meritage Homes (NYSE:MTH) Downgraded by Zacks Research to "Strong Sell"
Zacks Research has downgraded Meritage Homes (NYSE:MTH) from a "hold" to a "strong sell" rating. This comes after a weak earnings report where the company missed EPS and revenue estimates, alongside a 17.5% year-over-year revenue decline. The stock is currently trading near its 52-week low, below its 50-day and 200-day moving averages.
Spotting Winners: Meritage Homes (NYSE:MTH) And Home Builders Stocks In Q1
The article reviews the Q1 earnings season for home builders, highlighting the sector's sensitivity to macro factors like interest rates. Meritage Homes reported disappointing Q1 revenues, falling short of expectations due to challenging market conditions. Taylor Morrison Home performed best among its peers in Q1, while NVR delivered the weakest results against analyst estimates.
Meet the No. 5 Builder: Meritage Homes
Meritage Homes has become a top-tier U.S. builder by positioning itself as a direct competitor to the resale market with a 100% entry-level spec strategy. This approach includes a 60-day closing guarantee and strong realtor relationships, differentiating them from peers. Despite market challenges, the company expanded its community count and reduced cycle times, planning further growth in 2026.
Meet the No. 5 Builder: Meritage Homes
Meritage Homes has become a top-tier U.S. builder by positioning itself as a direct competitor to the resale market. Its unique 100% entry-level spec strategy includes a 60-day closing guarantee and strong realtor relationships, differentiating it from traditional public home builders. Despite consumer confidence challenges, the company expanded its community count and reduced cycle times, setting the stage for future growth.
Meritage Homes (MTH) Form 144: Affiliate lists proposed sale of vested shares
Meritage Homes Corporation submitted a Form 144 notice disclosing proposed sales of 804 and 469 vested restricted shares with a settlement date of May 13, 2026. The filing also detailed three prior transfers by Alison Sasser totaling 989 shares for an aggregate of $77,918.58 during the past three months. This paperwork is part of typical resale notice requirements and the transactions appear administrative and limited in scale.
The operational CFO redefining homebuilding strategy: Hilla Sferruzza, CFO of Meritage Homes
Hilla Sferruzza, CFO of Meritage Homes, is redefining the CFO role in homebuilding by integrating financial strategy with operations, land acquisition, technology, and customer experience. She emphasizes that decisions across these areas impact affordability and cycle times. Sferruzza highlights the importance of managing buyer hesitation through rate buydowns, valuing real estate agents, and collaborating with external lenders.
Will Higher Yields and Weaker Builder Sentiment Change Meritage Homes' (MTH) Housing Affordability Narrative?
In early May 2026, increased Treasury yields and declining builder confidence, influenced by Middle East tensions, are threatening to elevate mortgage rates and dampen new-home demand, impacting Meritage Homes (MTH). The company's investment narrative, which relies on its entry-level focus and Sun Belt presence, is now under pressure as affordability concerns grow. While Meritage Homes previously projected stable 2026 performance, the current macro-economic shifts suggest potential risks to its revenue and earnings forecasts, highlighting the sensitivity of homebuilders to interest rate fluctuations and buyer sentiment.
MTH Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for MTH (Meritage Homes Corp), detailing past quarterly results and future forecasts. It highlights analyst projections for Q2 2026 revenue and EPS, noting unchanged estimates over the past three months despite a stock price drop, suggesting potential buying opportunities. The analysis also covers historical stock price reactions around earnings reports and a summary of the Q4 2025 earnings call.
How Investors Are Reacting To Meritage Homes (MTH) Softer Q1 Results And Flat 2026 Outlook
Meritage Homes Corporation reported softer first-quarter 2026 results with reduced revenue and net income, alongside guidance for flat 2026 home closing volume and revenue compared to 2025. This cautious outlook, combined with the completion of a significant share repurchase program, suggests a focus on capital returns despite slowing operational momentum. Investors need to consider the company's reliance on housing affordability and the potential for persistent pressure on pricing and margins.
How Investors Are Reacting To Meritage Homes (MTH) Softer Q1 Results And Flat 2026 Outlook
Meritage Homes (MTH) reported softer first-quarter 2026 results with lower revenue and net income compared to the previous year, alongside flat guidance for 2026 home closing volume and revenue. This cautious outlook, combined with a recently completed share repurchase program, signals a shift in investment focus towards managing margins and navigating pricing pressures in the housing market. Despite the challenges, Simply Wall St projects a fair value for MTH with a 24% upside, while acknowledging that previous bullish analyst expectations may need reassessment given the current guidance.
Vanguard Capital Management buys 5.08% of Meritage Homes (MTH) — 3.39M shares
Vanguard Capital Management has reported acquiring a 5.08% stake in Meritage Homes (MTH), totaling 3,390,713 shares. This filing, a Schedule 13G, indicates a passive investment as of March 31, 2026, with Vanguard holding sole dispositive power over all shares and sole voting power over 507,903 shares. The report highlights Vanguard as a significant institutional holder in Meritage Homes.
Meritage Homes Corp (MTH) Shares Fall 3.4% -- What GF Score of 87 Tells Investors
Meritage Homes Corp (MTH) shares recently fell 3.4% despite having a strong GF Score of 87, indicating solid fundamentals. The stock is currently valued slightly below its GF Value, suggesting it's undervalued by 2.8%. However, insider selling of $4.9 million and a P/E ratio significantly above its historical median raise potential concerns for investors.
Vanguard Portfolio Management (MTH) reports 6% stake in Meritage Homes
Vanguard Portfolio Management has reported a 6% stake in Meritage Homes Corp (MTH) through a SCHEDULE 13G SEC filing. This disclosure indicates Vanguard's beneficial ownership of 4,002,986 shares of common stock, with sole voting power over 35,550 shares and sole dispositive power over all 4,002,986 shares. The filing provides transparency about this significant institutional investment in the homebuilder.
Earnings call transcript: Meritage Homes faces Q1 2026 challenges amid macro headwinds
Meritage Homes reported challenging Q1 2026 earnings, missing EPS and revenue forecasts due to macroeconomic headwinds and seasonal disruptions. Despite a year-over-year decline in home closing revenue and gross margin, the company's stock saw a slight increase in after-hours trading, attributed to its strategic focus on move-in-ready inventory, realtor engagement, and strong liquidity. Executives remain cautiously optimistic about long-term demand, emphasizing balancing volume and margin while maintaining a strong balance sheet and disciplined capital allocation.
Meritage Homes signals $400M buyback plan for 2026 amid strategic land repositioning and margin discipline
Meritage Homes plans a significant $400 million share repurchase program for 2026, driven by its strategic repositioning of land and disciplined margin management. This initiative reflects the company's confidence in its financial health and operational efficiency, aiming to enhance shareholder value. The buyback aligns with their long-term strategy for sustainable growth.
A Look At Meritage Homes (MTH) Valuation After A Soft Q1 2026 Earnings Miss And Cautious Outlook
Meritage Homes (MTH) recently reported softer Q1 2026 earnings, impacting its stock price which has seen a 12.14% return over one month but only 4.32% over one year. While a popular narrative suggests the company is 16.9% undervalued with a fair value of $83.13 due to community growth and housing demand, an alternative discounted cash flow analysis indicates the shares may be overvalued at $69.07, suggesting a fair value of $34.29. Investors are advised to examine underlying data and consider both the optimistic growth narrative and the tougher cash flow picture before making decisions.
Meritage Homes 10-Q: Q1 Revenue $1,117.2M, EPS $0.82
Meritage Homes reported first-quarter revenue of $1,117.2 million and diluted earnings per share of $0.82, reflecting a 17.5% year-over-year revenue decline and lower net earnings of $55.3 million. The company experienced softer demand, higher incentives, and reduced fixed-cost leverage, leading to margin contraction. Despite these challenges, Meritage focused on operational efficiencies, shortened cycle times for its all-spec, move-in ready homes, and implemented cost-saving measures.
Earnings fall as margins tighten at Meritage Homes (NYSE: MTH) in Q1 2026
Meritage Homes (NYSE: MTH) reported a significant decline in earnings and tightening margins for Q1 2026 due to a softer housing market and increased incentives. Home closing revenue dropped by 17.5% to $1.1 billion, and diluted EPS fell to $0.82 from $1.69 in the prior year. Despite weaker demand, the company maintained a strong balance sheet with $766.6 million in cash and no borrowings on its revolver, while expanding its active community count to a record 345.
Meritage Q1 2026 shows why incentives are the new battlefield
Meritage Homes' Q1 2026 results show a challenging market with orders down 5% and gross margin at 17.5%, attributing the slowdown to military operations in Iran and consumer hesitation. Despite these headwinds, Meritage emphasizes its spec-building strategy, including a 60-day closing guarantee and disciplined land spending, to maintain velocity and manage margins. The company's unique model focuses on affordable homes and quick closings, aiming to differentiate itself and adapt to a more difficult selling environment.
Meritage Homes Corporation (NYSE:MTH) Q1 2026 Earnings Call Transcript
Meritage Homes Corporation (NYSE:MTH) reported Q1 2026 sales orders of 3,664, down 5% year-over-year, with diluted EPS at $0.82, a 51% decrease. Despite market challenges and increased incentives, the company maintained an exceptional backlog conversion rate of 254% due to its 60-day closing guarantee and available spec inventory. Meritage reiterated its full-year guidance for home closing volume and revenue to be within 5% of 2025 results, projecting Q2 2026 diluted EPS between $1.18 and $1.46, and maintaining a focus on balance sheet strength and disciplined capital allocation.
Meritage Homes Corporation 2026 Q1 - Results - Earnings Call Presentation (NYSE:MTH) 2026-04-23
Meritage Homes Corporation (MTH) released its Q1 2026 earnings, reporting an EPS of $0.86, missing estimates by $0.12, and revenue of $1.12 billion, missing by $55.19 million, representing a 17.70% year-over-year decrease. This article highlights the earnings call presentation slides published by the company in conjunction with the results.
Meritage Homes reports first quarter 2026 results
Meritage Homes Corporation announced its first-quarter 2026 results, reporting a decrease in net earnings and diluted EPS primarily due to difficult macroeconomic conditions including a severe winter storm and military operations impacting consumer sentiment and mortgage rates. Despite this, the company maintained its balance sheet objectives, opened new communities, repurchased shares, and paid dividends. Management updated its full-year 2026 guidance, expecting home closing volume and revenue to be at or within 5% of 2025 results.
Meritage Homes (MTH) Q1 2026 Earnings Miss: EPS $0.82 vs $1.00 E
Meritage Homes (MTH) reported a Q1 2026 earnings miss, with diluted EPS of $0.82 against an estimated $1.00, and revenue of $1,117.2 million falling short of the $1,195.78 million estimate. The company experienced a challenging demand environment leading to higher incentives, compressed gross margins, and a decline in homes closed and order volume. Despite these headwinds, Meritage Homes maintained strong liquidity and increased its community count, while GuruFocus evaluates the stock as modestly undervalued.
Meritage Homes (MTH) Q1 2026 Earnings Miss: EPS $0.82 vs $1.00 Est, Revenue $1,117.2M vs $1,195.78M -- Still 2.6% Undervalued?
Meritage Homes (MTH) reported a Q1 2026 earnings miss with diluted EPS of $0.82 against an estimated $1.00, and revenue of $1,117.2 million falling short of the $1,195.78 million estimate. The company faced a challenging demand environment, leading to increased incentives and compressed home closing gross margins of 17.5%. Despite the miss, Meritage Homes is considered modestly undervalued by GuruFocus, with a strong GF Score of 84/100 and solid liquidity.
Meritage: Q1 Earnings Snapshot
Meritage Homes Corp. reported first-quarter earnings of $55.3 million, or 82 cents per share, falling short of Wall Street expectations. Adjusted earnings were 86 cents per share, while analysts had predicted $1.01 per share. The homebuilder's revenue of $1.12 billion also missed forecasts.
Meritage Homes Corp reports results for the quarter ended March 31 - Earnings Summary
Meritage Homes Corp has released its earnings summary for the quarter that ended on March 31. The report, provided by Refinitiv and distributed by Reuters, details the company's financial performance for the specified period.
Higher buyer incentives cut Meritage margin to 17.5% in Q1
Meritage Homes (MTH) reported a 17% year-over-year decrease in Q1 2026 home closing revenue to $1.108 billion and a 55% drop in net earnings to $55.3 million, with diluted EPS falling 51% to $0.82. The company cited higher buyer incentives, increased lot costs, and reduced fixed cost leverage for the significant drop in home closing gross margin to 17.5% from 22.0% in the prior year. Despite the financial declines, Meritage achieved a record community count of 345, maintained a strong cash position of $767 million, and continued shareholder returns through $130 million in share repurchases and $32 million in dividends.
Meritage Homes (NYSE: MTH) Q1 2026 earnings fall as margins compress
Meritage Homes (NYSE: MTH) reported a significant decline in Q1 2026 earnings, with net earnings dropping 55% to $55 million and diluted EPS falling to $0.82. This downturn was attributed to slowing demand, increased incentives, and higher lot costs, which compressed home closing gross margin to 17.5% from 22.0%. Despite the weaker performance and a 17% decrease in home closing revenue, the company maintained a strong balance sheet with $767 million in cash and repurchased $130 million in stock.
Form 8-K Meritage Homes CORP For: Apr 22
Meritage Homes Corporation filed a Form 8-K with the SEC on April 22, 2026, announcing its financial results for the quarterly period ended March 31, 2026. The press release containing this information, including forward-looking statements, is furnished as Exhibit 99.1 to the report. The report was signed by Alison Sasser, Senior Vice President and Chief Accounting Officer.
Meritage Homes reports first quarter 2026 results
Meritage Homes Corporation announced its first quarter 2026 results, reporting a 55% decrease in net earnings from the prior year, totaling $55 million ($0.82 diluted EPS). The company cited challenging macroeconomic conditions including severe winter storms and military operations impacting consumer sentiment and mortgage rates. Despite these challenges, Meritage maintained its balance sheet, increased community count, and returned capital to shareholders through share repurchases and dividends.
Meritage Homes Corp stock (US59001A1025): Why Google Discover changes matter more now
Google's 2026 Discover Core Update significantly alters how mobile content, including financial news, is delivered, impacting visibility for stocks like Meritage Homes Corp (MTH). This update prioritizes fresh, visual, and highly personalized content, pushing relevant stories directly to users based on their web activity rather than traditional search queries. For investors, this means quicker access to information on homebuilder trends, Meritage's performance, and market catalysts, democratizing access to insights and potentially offering an advantage in a volatile sector.
Meritage Homes Corp stock (US59001A1025): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how mobile users find content, shifting towards personalized, visual, and timely information. This change particularly impacts investors tracking homebuilder stocks like Meritage Homes Corp (MTH), as relevant updates on housing trends, company strategies, and financial performance will now appear proactively in their mobile feeds without requiring specific searches. This offers investors faster access to critical information, allowing them to stay ahead of market movements and make more informed decisions.
Meritage Homes raises quarterly dividend by 12% to $0.48/share
Meritage Homes has announced a 12% increase in its quarterly dividend, raising it to $0.48 per share. This new dividend will be payable on May 30, 2026, to shareholders of record as of May 15, 2026. This move reflects the company's commitment to returning value to its investors.
A Look At Meritage Homes (MTH) Valuation As Revenue And Returns On Capital Come Under Pressure
This article examines the valuation of Meritage Homes (MTH) amidst recent revenue declines and compressed returns on capital. While the company faces challenges from reduced homebuyer purchases and increased competition, its stock performance has been mixed. The article explores different valuation narratives for MTH, including one suggesting it is 19.9% undervalued at $83.13, and another based on a DCF model that suggests a fair value of $34.06.
Is Softening Demand Quietly Rewriting Meritage Homes' (MTH) Competitive Moat and Profitability Story?
Meritage Homes (MTH) has experienced a 2.3% annual revenue decline over the past two years due to weakening housing demand and rising competition, impacting its profitability. Despite these challenges, the company increased its quarterly dividend and continues share repurchases, signaling management's commitment to shareholders. Investors are urged to consider the impact of sustained affordability pressures and competitive dynamics on Meritage Homes' future performance.
Bayhunt Capital Acquires Stake in Meritage Homes
Bayhunt Capital LLC, a new investment firm, has acquired a 120,397-share position in Meritage Homes Corporation (NYSE: MTH), valued at approximately $7.9 million. This investment highlights Bayhunt Capital's interest in the residential construction sector, particularly in Meritage Homes, known for its focus on energy-efficient and sustainable building practices. The move reflects confidence in the long-term prospects of the construction industry amidst evolving market conditions.
Georgetown developers acquire 150-acre Pflugerville property
WBW Development has acquired a 150-acre property in Pflugerville, Texas, which was previously intended for a mixed-use project by Meritage Homes. This acquisition marks a significant development in the Austin-San Antonio growth corridor, indicating continued interest in real estate expansion in the region. The article highlights the area's ongoing transformation, moving from a previously stagnant state to a booming one.
[ARS] Meritage Homes CORP SEC Filing
This article reports on an ARS SEC filing by Meritage Homes CORP (MTH) on April 7, 2026, which is classified with a low impact and neutral sentiment. The filing is available as a PDF document on the SEC EDGAR database. The report also includes recent news and other SEC filings related to Meritage Homes, along with key stock data.
Columbia Variable Portfolio - Small Cap Value Fund's Meritage Homes Corp(MTH) Holding History
Columbia Variable Portfolio - Small Cap Value Fund holds 71,870 shares of Meritage Homes Corp (MTH) valued at $4.73 million as of December 31, 2025, constituting 1.16% of their portfolio. The fund has made three purchases and seven sales of MTH shares since 2021Q1, with an estimated gain of $1.63 million on current holdings. MTH is currently priced at $65.05.
[DEF 14A] Meritage Homes CORP Definitive Proxy Statement
Meritage Homes Corporation (MTH) has filed its Definitive Proxy Statement (DEF 14A) for its 2026 Annual Meeting of Stockholders, scheduled for May 21, 2026. The proxy outlines key proposals including the election of six directors, ratification of Deloitte & Touche LLP as the independent auditor, and advisory votes on executive compensation and reducing the special meeting ownership threshold. It also includes a shareholder proposal for a 10% ownership threshold to call special meetings, which the board opposes, favoring a 25% threshold.
Meritage Homes Forms Death Cross, Signaling Potential Bearish Trend Ahead
Meritage Homes Corp., a small-cap player in the Furniture and Home Furnishing industry, has recently experienced a Death Cross, signaling a potential bearish trend. The company's stock performance has declined by 17.41% over the past year, significantly underperforming the S&P 500. Investors are advised to exercise caution as the company navigates these challenges.
Meritage Homes Corp. Experiences Revision in Stock Evaluation Amid Mixed Market Signals
Meritage Homes Corp. is facing a stock evaluation revision due to mixed technical indicators, suggesting bearish trends like MACD and Bollinger Bands signals. While the stock recently outperformed the S&P 500 over the past week, its year-to-date and annual performance shows significant underperformance. The company's current stock price is $60.00, falling within its 52-week range of $58.03 to $84.73.
Vaughan Nelson Investment Management L.P. Has $38.24 Million Stock Holdings in Meritage Homes Corporation $MTH
Vaughan Nelson Investment Management L.P. increased its holdings in Meritage Homes Corporation ($MTH) by 12.3%, bringing their total stake to 581,200 shares valued at $38.24 million, representing about 0.83% of the company. Meritage Homes reported an earnings beat at $1.67 EPS against estimates of $1.55, despite a revenue decline of 11.9% year-over-year, and has also increased its quarterly dividend to $0.48. Despite some insider selling, institutional investors collectively own 98.44% of the shares, and analysts maintain a "Moderate Buy" rating with an average target price of $84.33.
