MTH

Meritage Homes CORP

NYSE · Operative Builders · Inc. MD · CIK 0000833079
$74.44 +1.16% $5.0B
Insider Selling Cluster (7 insiders)High Impact Filing (8/10)27 New Institutional Positions15 Institutional Exits
Vol
Market Cap$5.0B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$3.0B
Inst. Activity27 buys / 15 sells
Insider Activity0B / 10S
Insider Net $-$1.9M
SEC Reports8
Press Releases2
Exchange NYSE·Sector Operative Builders·Inc. MD·CIK 0000833079·Prev Close $73.59

Recent Activity

Jun 11, 2026 SEC
Meritage Homes announced the timing of its Q2 2026 earnings release (July 29 after close) and conference call (July 30 a
PRESS-RELEASE — Impact 2/10
Jun 11, 2026 earnings
Meritage Homes Second Quarter 2026 Earnings Conference Call and Webcast Scheduled for July 30, 2026
<p align="left">SCOTTSDALE, Ariz., June 11, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (N
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 12, 2026 Insider
Sasser Alison sold 1,273 shares
SVP - Chief Accounting Officer @ $62.11 ($79.1K)
May 12, 2026 Insider
HILTON STEVEN J gifted 11,000 shares
Executive Chairman
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
Mar 23, 2026 Insider
HILTON STEVEN J was granted 8,151 shares
Executive Chairman

Price Targets

$77.78 +4.5% upside Hold
Current $74.44 Low $58.00 Median $80.00 High $90.00 9 analysts
$58.00 $90.00

Analyst Ratings

Hold50% buy · 16 analysts
2Strong Buy
6Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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-RELEASE 2/10
Meritage Homes announced the timing of its Q2 2026 earnings release (July 29 after close) and conference call (July 30 a
Jun 11, 2026
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

Top Institutional Holders

FundValueMove
BlackRock, Inc.$725.0M—
VANGUARD PORTFOLIO MANAGEMENT LLC$245.3M—
FMR LLC$221.9M—
STATE STREET CORP$213.6M—
VANGUARD CAPITAL MANAGEMENT LLC$178.3M—

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Sasser AlisonSELL$79.1K
May 12, 2026HILTON STEVENG$0.00
Mar 23, 2026HILTON STEVENA$0.00
Mar 23, 2026Sferruzza HillaA$0.00
Mar 23, 2026Clinton MalissiaA$0.00
50 institutional holders with $3.0B total value (47,850,904 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 27 institutions added/increased vs 15 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,724,563$725.0M24.5%—
2VANGUARD PORTFOLIO MANAGEMENT LLC3,967,436$245.3M8.3%—
3FMR LLC3,588,050$221.9M7.5%—
4STATE STREET CORP3,454,732$213.6M7.2%—
5VANGUARD CAPITAL MANAGEMENT LLC2,882,810$178.3M6.0%—
6DIMENSIONAL FUND ADVISORS LP2,877,968$178.0M6.0%—
7Capital World Investors1,987,850$122.9M4.2%—
8TWO SIGMA INVESTMENTS, LP1,401,029$86.6M2.9%DOUBLED +412.8%
9GOLDMAN SACHS GROUP INC1,397,789$86.4M2.9%—
10EARNEST PARTNERS LLC1,347,213$83.3M2.8%—
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC982,209$60.7M2.1%—
12MORGAN STANLEY952,973$58.9M2.0%TRIM -47.8%
13WELLINGTON MANAGEMENT GROUP LLP677,619$41.9M1.4%TRIM -39.2%
14VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.675,770$41.8M1.4%—
15NOMURA ASSET MANAGEMENT INTERNATIONAL INC.675,193$41.8M1.4%—
16BNP Paribas Asset Management Holding S.A.617,502$38.2M1.3%—
17BANK OF AMERICA CORP /DE/616,419$38.1M1.3%—
18AMERIPRISE FINANCIAL INC604,069$37.4M1.3%DOUBLED +249.0%
19Woodline Partners LP567,407$35.1M1.2%DOUBLED +102.5%
20BARCLAYS PLC566,532$35.0M1.2%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYTRIM1,825,946952,973-47.8%$58.9M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM1,114,581677,619-39.2%$41.9M2026-Q1
Woodline Partners LPDOUBLED280,222567,407+102.5%$35.1M2026-Q1
FRANKLIN RESOURCES INCDOUBLED234,409559,650+138.7%$34.6M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM741,277263,598-64.4%$16.3M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED35,991235,588+554.6%$14.6M2026-Q1
Trexquant Investment LPDOUBLED83,316168,328+102.0%$10.4M2026-Q1
HSBC HOLDINGS PLCADD92,741164,915+77.8%$10.1M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD95,630124,157+29.8%$7.7M2026-Q1
SEI INVESTMENTS COADD68,022109,814+61.4%$6.8M2026-Q1
FIRST TRUST ADVISORS LPTRIM343,46698,382-71.4%$6.1M2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLCTRIM141,90097,700-31.1%$6.0M2026-Q1
FIFTH THIRD BANCORPADD49,60476,073+53.4%$4.7M2026-Q1
Pictet Asset Management Holding SATRIM107,31666,587-38.0%$4.1M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED29,09761,222+110.4%$3.8M2026-Q1
Allianz Asset Management GmbHDOUBLED6,39750,135+683.7%$3.1M2026-Q1
Swiss Life Asset Management LtdTRIM62,77531,644-49.6%$2.0M2026-Q1
Vanguard Personalized Indexing Management, LLCADD15,23023,240+52.6%$1.4M2026-Q1
JENNISON ASSOCIATES LLCADD12,69421,203+67.0%$1.3M2026-Q1
AmundiADD11,79118,247+54.8%$1.1M2026-Q1
Brevan Howard Capital Management LPADD7,31113,936+90.6%$861.8K2026-Q1
Verition Fund Management LLCNEAR_EXIT61,69913,926-77.4%$861.2K2026-Q1
&PARTNERSADD8,78611,261+28.2%$692.0K2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD6,57310,881+65.5%$653.6K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASNEAR_EXIT112,8538,543-92.4%$528.3K2026-Q1
16 unique insiders with 31 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Sasser AlisonSVP - Chief Accounting OfficerSELL1,273$62.11$79.1K
May 12, 2026HILTON STEVEN JExecutive ChairmanGIFT11,000——
Mar 23, 2026HILTON STEVEN JExecutive ChairmanAWARD8,151——
Mar 23, 2026Sferruzza HillaEVP- Chief Financial OfficerAWARD14,672——
Mar 23, 2026Clinton MalissiaEVP - Gen. Counsel, SecretaryAWARD7,760——
Mar 23, 2026Feliciano JavierEVP Chief People OfficerAWARD7,346——
Mar 23, 2026Woffinden Austin MEVP, Corp. Ops & StrategyAWARD7,845——
Mar 23, 2026Lord PhillippeChief Executive OfficerAWARD48,907——
Feb 24, 2026Woffinden Austin MEVP, Corp. Ops & StrategySELL143$76.80$11.0K
Feb 24, 2026Sasser AlisonSVP - Chief Accounting OfficerSELL151$76.80$11.6K
Feb 23, 2026Sferruzza HillaEVP- Chief Financial OfficerSELL5,110$76.00$388.4K
Feb 23, 2026HILTON STEVEN JExecutive ChairmanSELL4,235$75.97$321.7K
Feb 23, 2026Clinton MalissiaEVP - Gen. Counsel, SecretarySELL4,405$75.90$334.3K
Feb 23, 2026Feliciano JavierEVP Chief People OfficerSELL2,910$75.99$221.1K
Feb 23, 2026Lord PhillippeChief Executive OfficerSELL6,688$76.05$508.6K
Feb 20, 2026Sferruzza HillaEVP- Chief Financial OfficerAWARD14,080——
Feb 20, 2026Lord PhillippeChief Executive OfficerAWARD39,341——
Feb 20, 2026Clinton MalissiaEVP - Gen. Counsel, SecretaryAWARD8,001——
Feb 20, 2026HILTON STEVEN JExecutive ChairmanAWARD5,925——
Feb 20, 2026Woffinden Austin MEVP, Corp. Ops & StrategySELL263$78.16$20.6K
Feb 20, 2026Feliciano JavierEVP Chief People OfficerAWARD6,259——
Feb 20, 2026Sasser AlisonSVP - Chief Accounting OfficerSELL158$78.16$12.3K
Feb 19, 2026AX PETER LDirectorAWARD3,100——
Feb 19, 2026Williams Geisha JDirectorAWARD3,100——
Feb 19, 2026BRADFORD DANADirectorAWARD3,100——
Feb 19, 2026Lantz Erin NDirectorAWARD3,100——
Feb 19, 2026Mooney P. KellyDirectorAWARD3,100——
Feb 19, 2026HENRETTA DEBORAH ADirectorAWARD3,100——
Feb 19, 2026Michael R. OdellDirectorAWARD3,100——
Feb 19, 2026CALDERA LOUIS EDirectorAWARD3,100——
Feb 19, 2026Keough JosephDirectorAWARD3,100——
8 SEC filing reports analyzed. Sentiment: 0 bullish, 6 bearish, 0 mixed, 2 neutral. Avg impact: 6.1/10.
NEUTRAL PRESS-RELEASE 2/10
Meritage Homes announced the timing of its Q2 2026 earnings release (July 29 after close) and confer
Jun 11, 2026
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
NEUTRAL 2/10
Meritage Homes announced its continued partnership with Operation Homefront to donate a mortgage-fre
May 26, 2026
NEUTRAL 3/10
Meritage Homes Corporation announced plans to release its Q1 2026 earnings on April 22, 2026, follow
Mar 12, 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 +4.5% upside Hold (2.10)
$58.00 Low $90.00 High
MetricValue
Current Price$74.44
Target Low$58.00
Target Mean$77.78
Target Median$80.00
Target High$90.00
# Analysts9
RecommendationHold (2.10)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262680050%
May 1, 20262680050%
Apr 1, 20262680050%
Mar 1, 20262580047%
Feb 1, 20262590044%
Jan 1, 20263490044%
Strong BuyBuyHoldSellStrong Sell
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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.

Jun 11, 2026
earnings
Meritage Homes Second Quarter 2026 Earnings Conference Call and Webcast Scheduled for July 30, 2026
<p align="left">SCOTTSDALE, Ariz., June 11, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in
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