MTH
Meritage Homes CORP
$70.34
-2.43%
$4.8B
No data for this timeframe.
Vol
Market Cap$4.8B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders8 funds
Inst. Value$1.1B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 10S
Insider Net $-$1.9M
SEC Reports7
Press Releases2
Recent Activity
May 26, 2026
Press
Meritage Homes announced its continued partnership with Operation Homefront to donate a mortgage-free home to a military
Impact 2/10
May 26, 2026
contract
Meritage Homes Renews Partnership With Operation Homefront, Donating Mortgage-Free Home To Military Family in Mississippi
The homebuilder’s 13th year partnering with Operation Homefront’s Permanent Homes for Veterans progr
May 12, 2026
Insider
Sasser Alison sold 1,273 shares
SVP - Chief Accounting Officer @ $62.11 ($79.1K)
May 12, 2026
Insider
HILTON STEVEN J sold 11,000 shares
Executive Chairman @ $0.00 ($0.00)
Apr 22, 2026
SEC
Meritage Homes (MTH) reported Q1 2026 earnings with diluted EPS of $0.82, missing consensus of $0.98 by 16.3%, and reven
PRESS-RELEASE — Impact 8/10
Apr 22, 2026
SEC
Meritage Homes reported Q1 2026 earnings with diluted EPS of $0.82, missing consensus of $0.98 by 16.3%, and revenue of
8-K — Impact 8/10
Apr 7, 2026
SEC
Meritage Homes is holding a shareholder vote to re-elect all current directors, with no dissident slate or activist camp
DEFA14A — Impact 3/10
Mar 23, 2026
Insider
HILTON STEVEN J sold 8,151 shares
Executive Chairman @ $0.00 ($0.00)
Price Targets
$77.78
+10.6% upside
Buy
Current $70.34
Low $58.00
Median $80.00
High $90.00
9 analysts
$58.00
$90.00
Analyst Ratings
2Strong Buy
6Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 28, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 24, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 20, 2026 | B of A Securities | MAINTAIN | Neutral → Neutral |
| Apr 16, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Apr 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.30 ▼ -20.5% | $1.25 — $1.34 | -36% YoY | 7 |
| Next Q | $1.49 ▲ +6.1% | $1.40 — $1.54 | -4% YoY | 4 |
| Current FY | $5.05 ▼ -14.6% | $4.70 — $5.32 | -21% YoY | 7 |
| Next FY | $6.53 ▼ -13.3% | $6.00 — $6.82 | 29% YoY | 7 |
Latest Reports
NEUTRAL
Press
2/10
Meritage Homes announced its continued partnership with Operation Homefront to donate a mortgage-free home to a military
May 26, 2026
BEARISH
PRESS-RELEASE
8/10
Meritage Homes (MTH) reported Q1 2026 earnings with diluted EPS of $0.82, missing consensus of $0.98 by 16.3%, and reven
Apr 22, 2026
BEARISH
8-K
8/10
Meritage Homes reported Q1 2026 earnings with diluted EPS of $0.82, missing consensus of $0.98 by 16.3%, and revenue of
Apr 22, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $506.8M | ADD |
| FMR LLC | $246.7M | DOUBLED |
| MORGAN STANLEY | $120.1M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $67.6M | DOUBLED |
| NORGES BANK | $63.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 12, 2026 | Sasser Alison | SELL | $79.1K |
| May 12, 2026 | HILTON STEVEN | G | $0.00 |
| Mar 23, 2026 | HILTON STEVEN | A | $0.00 |
| Mar 23, 2026 | Sferruzza Hilla | A | $0.00 |
| Mar 23, 2026 | Clinton Malissia | A | $0.00 |
8 institutional holders with $1.1B total value (17,005,726 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 7,701,733 | $506.8M | 45.3% | ADD +96.3% |
| 2 | FMR LLC | 3,749,904 | $246.7M | 22.1% | DOUBLED +686.8% |
| 3 | MORGAN STANLEY | 1,825,946 | $120.1M | 10.7% | DOUBLED +166.7% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,027,709 | $67.6M | 6.0% | DOUBLED +102.7% |
| 5 | NORGES BANK | 958,249 | $63.1M | 5.6% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 681,766 | $44.9M | 4.0% | TRIM -35.1% |
| 7 | TWO SIGMA INVESTMENTS, LP | 615,062 | $40.5M | 3.6% | DOUBLED +412.8% |
| 8 | WELLS FARGO & COMPANY/MN | 445,357 | $29.3M | 2.6% | DOUBLED +100.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 958,249 | — | $63.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 119,942 | 615,062 | +412.8% | $40.5M | 2025-Q4 |
| FMR LLC | DOUBLED | 429,665 | 3,380,552 | +686.8% | $244.9M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,190,473 | 772,587 | -35.1% | $56.0M | 2025-Q3 |
| UBS Group AG | TRIM | 1,020,502 | 319,713 | -68.7% | $23.2M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 412,389 | 119,942 | -70.9% | $8.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 70,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 1,122,120 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 624,772 | 1,190,473 | +90.5% | $79.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,122,120 | — | $75.1M | 2025-Q2 |
| UBS Group AG | DOUBLED | 287,111 | 1,020,502 | +255.4% | $68.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 180,656 | 412,389 | +128.3% | $27.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 103,504 | 70,000 | -32.4% | $4.7M | 2025-Q2 |
| VANGUARD GROUP INC | ADD | 4,074,741 | 7,999,889 | +96.3% | $567.0M | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 779,275 | 2,078,630 | +166.7% | $147.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 883,944 | 1,811,670 | +105.0% | $128.4M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 486,176 | 985,239 | +102.7% | $69.8M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 246,813 | 494,343 | +100.3% | $35.0M | 2025-Q1 |
| FMR LLC | DOUBLED | 116,965 | 349,714 | +199.0% | $24.8M | 2025-Q1 |
| UBS Group AG | DOUBLED | 79,311 | 287,111 | +262.0% | $20.4M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 47,737 | 180,656 | +278.4% | $12.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 79,800 | 103,504 | +29.7% | $7.3M | 2025-Q1 |
| NORGES BANK | EXIT | 661,127 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 51,100 | 79,800 | +56.2% | $12.3M | 2024-Q4 |
| UBS Group AG | DOUBLED | 38,536 | 79,311 | +105.8% | $12.2M | 2024-Q4 |
16 unique insiders with 10 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 12, 2026 | Sasser Alison | SVP - Chief Accounting Officer | SELL | 1,273 | $62.11 | $79.1K |
| May 12, 2026 | HILTON STEVEN J | Executive Chairman | G | 11,000 | $0.00 | $0.00 |
| Mar 23, 2026 | HILTON STEVEN J | Executive Chairman | A | 8,151 | $0.00 | $0.00 |
| Mar 23, 2026 | Sferruzza Hilla | EVP- Chief Financial Officer | A | 14,672 | $0.00 | $0.00 |
| Mar 23, 2026 | Clinton Malissia | EVP - Gen. Counsel, Secretary | A | 7,760 | $0.00 | $0.00 |
| Mar 23, 2026 | Feliciano Javier | EVP Chief People Officer | A | 7,346 | $0.00 | $0.00 |
| Mar 23, 2026 | Woffinden Austin M | EVP, Corp. Ops & Strategy | A | 7,845 | $0.00 | $0.00 |
| Mar 23, 2026 | Lord Phillippe | Chief Executive Officer | A | 48,907 | $0.00 | $0.00 |
| Feb 24, 2026 | Woffinden Austin M | EVP, Corp. Ops & Strategy | SELL | 143 | $76.80 | $11.0K |
| Feb 24, 2026 | Sasser Alison | SVP - Chief Accounting Officer | SELL | 151 | $76.80 | $11.6K |
| Feb 23, 2026 | Sferruzza Hilla | EVP- Chief Financial Officer | SELL | 5,110 | $76.00 | $388.4K |
| Feb 23, 2026 | HILTON STEVEN J | Executive Chairman | SELL | 4,235 | $75.97 | $321.7K |
| Feb 23, 2026 | Clinton Malissia | EVP - Gen. Counsel, Secretary | SELL | 4,405 | $75.90 | $334.3K |
| Feb 23, 2026 | Feliciano Javier | EVP Chief People Officer | SELL | 2,910 | $75.99 | $221.1K |
| Feb 23, 2026 | Lord Phillippe | Chief Executive Officer | SELL | 6,688 | $76.05 | $508.6K |
| Feb 20, 2026 | Sferruzza Hilla | EVP- Chief Financial Officer | A | 14,080 | $0.00 | $0.00 |
| Feb 20, 2026 | Lord Phillippe | Chief Executive Officer | A | 39,341 | $0.00 | $0.00 |
| Feb 20, 2026 | Clinton Malissia | EVP - Gen. Counsel, Secretary | A | 8,001 | $0.00 | $0.00 |
| Feb 20, 2026 | HILTON STEVEN J | Executive Chairman | A | 5,925 | $0.00 | $0.00 |
| Feb 20, 2026 | Woffinden Austin M | EVP, Corp. Ops & Strategy | SELL | 263 | $78.16 | $20.6K |
| Feb 20, 2026 | Feliciano Javier | EVP Chief People Officer | A | 6,259 | $0.00 | $0.00 |
| Feb 20, 2026 | Sasser Alison | SVP - Chief Accounting Officer | SELL | 158 | $78.16 | $12.3K |
| Feb 19, 2026 | AX PETER L | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | Williams Geisha J | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | BRADFORD DANA | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | Lantz Erin N | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | Mooney P. Kelly | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | HENRETTA DEBORAH A | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | Michael R. Odell | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | CALDERA LOUIS E | Director | A | 3,100 | $0.00 | $0.00 |
| Feb 19, 2026 | Keough Joseph | Director | A | 3,100 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 6 bearish, 0 mixed, 1 neutral. Avg impact: 6.7/10.
BEARISH
PRESS-RELEASE
8/10
Meritage Homes (MTH) reported Q1 2026 earnings with diluted EPS of $0.82, missing consensus of $0.98
Apr 22, 2026
BEARISH
8-K
8/10
Meritage Homes reported Q1 2026 earnings with diluted EPS of $0.82, missing consensus of $0.98 by 16
Apr 22, 2026
NEUTRAL
DEFA14A
3/10
Meritage Homes is holding a shareholder vote to re-elect all current directors, with no dissident sl
Apr 7, 2026
BEARISH
CLUSTER
7/10
Seven Meritage Homes (MTH) insiders, including CEO Lord Phillippe and CFO Sferruzza Hilla, sold shar
Feb 26, 2026
BEARISH
CLUSTER
7/10
Seven Meritage Homes (MTH) insiders, including the CEO, CFO, and Executive Chairman, sold shares in
Feb 26, 2026
BEARISH
CLUSTER
7/10
Seven Meritage Homes (MTH) insiders, including CEO Lord Phillippe and CFO Sferruzza Hilla, sold shar
Feb 25, 2026
BEARISH
CLUSTER
7/10
Seven Meritage Homes insiders sold shares in a coordinated cluster over a 7-day window, including th
Feb 25, 2026
Current analyst consensus: Hold (50% buy). Based on 16 analysts: 2 strong buy, 6 buy, 8 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$77.78 mean target
+10.6% upside
Buy (2.10)
$58.00 Low
$90.00 High
| Metric | Value |
|---|---|
| Current Price | $70.34 |
| Target Low | $58.00 |
| Target Mean | $77.78 |
| Target Median | $80.00 |
| Target High | $90.00 |
| # Analysts | 9 |
| Recommendation | Buy (2.10) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.30 | $1.25 | $1.34 | -36.3% | -20.5% | 0↑ 6↓ | $1.5B | -8.3% | 7 |
| Next Q 2026-09-30 |
$1.49 | $1.40 | $1.54 | -3.9% | +6.1% | 0↑ 6↓ | $1.5B | 5.4% | 4 |
| Current FY 2026-12-31 |
$5.05 | $4.70 | $5.32 | -20.5% | -14.6% | 0↑ 6↓ | $5.6B | -3.4% | 7 |
| Next FY 2027-12-31 |
$6.53 | $6.00 | $6.82 | 29.4% | -13.3% | 0↑ 7↓ | $6.0B | 6.4% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.301 | |
| 7d ago | $1.512 | -0.211 |
| 30d ago | $1.636 | -0.335 |
| 60d ago | $1.623 | -0.323 |
| 90d ago | $1.917 | -0.617 |
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 28, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 24, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 20, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Apr 16, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 13, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 4, 2026 | Truist Securities | INITIATE | — | Buy |
| Feb 3, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Jan 23, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 16, 2026 | B of A Securities | DOWNGRADE | Buy | Neutral |
| Jan 7, 2026 | Citizens | INITIATE | — | Market Outperform |
| Jan 6, 2026 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 6 | 8 | 0 | 0 | 50% | |
| May 1, 2026 | 2 | 6 | 8 | 0 | 0 | 50% | |
| Apr 1, 2026 | 2 | 6 | 8 | 0 | 0 | 50% | |
| Mar 1, 2026 | 2 | 5 | 8 | 0 | 0 | 47% | |
| Feb 1, 2026 | 2 | 5 | 9 | 0 | 0 | 44% | |
| Jan 1, 2026 | 3 | 4 | 9 | 0 | 0 | 44% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 26, 2026
contract
Meritage Homes Renews Partnership With Operation Homefront, Donating Mortgage-Free Home To Military Family in Mississippi
The homebuilder’s 13th year partnering with Operation Homefront’s Permanent Homes for Veterans program <pre>The homebuilder’s 13th year partnering wit
May 21, 2026
dividend
Meritage Homes Announces Quarterly Cash Dividend
<p align="left">SCOTTSDALE, Ariz., May 21, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-l
Apr 22, 2026
earnings
Meritage Homes reports first quarter 2026 results
<p align="left">SCOTTSDALE, Ariz., April 22, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth-largest U.S. homebuilder, re
Apr 22, 2026
earnings_calendar
MTH Q1 2026 Earnings After Market Close — 2026-04-22
Apr 21, 2026
short_volume
Short Volume: MTH — 66.5% short (0.3M / 0.5M)
Short: 335,088 | Exempt: 400 | TRF Vol: 503,908 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Mar 12, 2026
earnings
Meritage Homes First Quarter 2026 Earnings Conference Call and Webcast Scheduled for April 23, 2026
<p>SCOTTSDALE, Ariz., March 12, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in the U.S., p