MTH Meritage Homes CORP

NEUTRAL Impact: 3/10 DEFA14A
Horizon immediate Filed Apr 7, 2026 Processed 2mo ago SEC 0000833079-26-000099
Proxy solicitation materials
Latest settled — T+20d
MTH ▼ -1.43% at T+20d
NEUTRAL call ✗ call lost -1.43% · α vs SPY -9.97% · entry $65.05 → $64.12
Next anchor: T+60d in 17d
Last close $74.44 (close Jun 12) · +14.44% from $65.05 entry
Entry anchored
Apr 7, 03:59 PM ET
via Databento tick
T+1d
+2.52%
call +2.52% · α +1.95%
$66.69
settled 2mo ago
T+5d
-0.03%
call -0.03% · α -3.55%
$65.03
settled 2mo ago
T+20d
-1.43%
call -1.43% · α -9.97%
$64.12
settled 6w ago
T+60d
call — · α —
in 17d

Price Chart

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Executive Summary

Meritage Homes is holding a shareholder vote to re-elect all current directors, with no dissident slate or activist campaign. The filing is routine, but follows recent executive compensation increases, suggesting potential board-level tensions.

Actionable Insight

This is a routine governance filing with no immediate financial impact. However, the recent executive compensation increases may indicate underlying board-level tensions worth monitoring.

Key Facts

  • Proxy statement is for the re-election of all current directors
  • No dissident or activist slate is involved
  • Filing follows recent executive compensation increases
  • No shareholder proposals or special items are being voted on

Financial Impact

None

Risk Factors

  • Potential for future governance issues if compensation increases lead to shareholder dissatisfaction
  • No immediate risks from this filing

Market Snapshot

Exchange
NYSE
Sector
Operative Builders

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0000833079-26-000099
Document: 0000833079-26-000099-index-headers.html0000833079-26-000099
Document: 0000833079-26-000099-index.html0000833079-26-000099
Document: 0000833079-26-000099.txt0000833079-26-000099
10 reports for MTH
Performance horizon
100% Hit rate 6 of 6 directional calls best @ T+60▲ +19.70%Feb 23, 2026
Filters
Rows
Reports for MTH — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Press Release
NEUTRAL ★ 2/10
$73.59 awaiting T+5awaiting T+5$74.44 (+1.16%)
May 26, 2026
19d ago
Press Release
NEUTRAL ★ 2/10
$64.79 $68.62▲ +5.91%▲ +4.83%$74.44 (+14.89%)
Apr 22, 2026
7w ago
8-K
BEARISH ★ 8/10
$69.90 $67.02▲ +4.12%▲ +5.60%$74.44 (−6.49%)
Apr 22, 2026
7w ago
Press Release
BEARISH ★ 8/10
$69.90 $67.02▲ +4.12%▲ +5.60%$74.44 (−6.49%)
Apr 7, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$65.05 $65.03▼ −0.03%▼ −3.55%$74.44 (+14.44%)
Mar 12, 2026
13w ago
Press Release
NEUTRAL ★ 3/10
$62.31 $60.20▼ −3.39%▼ −2.41%$74.44 (+19.47%)
Feb 23, 2026
16w ago
Insider Cluster
BEARISH ★ 7/10
$76.23 $72.15▲ +5.35%▲ +5.97%$74.44 (+2.34%)
Feb 23, 2026
16w ago
Insider Cluster
BEARISH ★ 7/10
$76.23 $72.15▲ +5.35%▲ +5.97%$74.44 (+2.34%)
Feb 23, 2026
16w ago
Insider Cluster
BEARISH ★ 7/10
$76.23 $72.15▲ +5.35%▲ +5.97%$74.44 (+2.34%)
Feb 23, 2026
16w ago
Insider Cluster
BEARISH ★ 7/10
$76.23 $72.15▲ +5.35%▲ +5.97%$74.44 (+2.34%)
Showing 10 of 10

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