US · Consumer Cyclical · Residential Construction
EPS came in at 1.42 against a street estimate of 1.30 — a beat of 9.2%.
Analysts rate Meritage Corporation a buy (4 buy, 5 hold, 0 sell out of 9) with an average price target of $75.22.
CAUTIOUS MTH delivered Q2 orders 9% below prior year amid softer spring demand, but maintained 18.6% adjusted margins through cost discipline and lower lot spend. Full-year guidance raised modestly; Q3 outlook softens on rates. Q2 2026 Highly localized patterns within each region. Strength correlated with low inventory; weakness where affordability or competition required restraint. Rates temporarily lower mid-Q2 boosted some markets. Analysts pressed on margin beats, 1MU strategy credibility (opportunistic vs. long-term), Q4 delivery visibility despite soft Q3, and cost savings sustainability. MTH stressed operational discipline, long-term underwriting, and community count growth as primary lever—avoiding incentive escalation to force pace. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 18.76% |
| Vanguard Portfolio Management, LLC | 6.21% |
| FMR Inc | 6.01% |
| State Street Corp | 5.52% |
| Vanguard Capital Management, LLC | 4.44% |
| Dimensional Fund Advisors, Inc. | 4.41% |
| Capital World Investors | 3.13% |
| Two Sigma Investments LLC | 2.82% |
| Document | Date |
|---|---|
| Charter / bylaws change · Q3 2026 MERITAGE HOMES CORPORATION – FORM 8-K SUMMARY OTHER NOTABLE POINTS • Bylaw Amendment – Special Meeting Threshold: Board of Directors reduced the own | 2026-08-25 |
| Quarterly report · Q2 2026 MERITAGE HOMES CORPORATION – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net earnings (6 months): $145.9 million, down 46% | 2026-07-31 |
| Results announced · Q3 2026 MERITAGE HOMES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 homes closed: 3,725 units, down 11% YoY (Q2 2025: 4,170) • Q2 2026 home closing r | 2026-07-29 |
| Material agreement · Q2 2026 MERITAGE HOMES CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Credit facility size increased to $980.0 million (from previous amount, now larger) | 2026-06-29 |
| Shareholder vote results · Q2 2026 MERITAGE HOMES CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held May 21, 2026 in virtual-only format • Total vot | 2026-05-21 |
| Quarterly report · Q1 2026 MERITAGE HOMES CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net earnings: $55.3 million (Q1 2026) vs. $122.8 million (Q1 2025) – down 55% • | 2026-04-24 |
| Proxy statement · Q4 2025 MERITAGE HOMES CORPORATION – 2026 PROXY STATEMENT SUMMARY --- CEO TOTAL COMPENSATION & CHANGE • CEO Phillippe Lord's compensation figures are NOT d | 2026-04-07 |
| Annual report FY2025 MERITAGE HOMES CORPORATION – 2025 10-K SUMMARY HEADLINE NUMBERS • Revenue: Home closing revenue $5.8 billion (down 9.1% year-over-year) • Earnings: | 2026-02-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.48 / share ex-date Sep 15, 2026 · pay Sep 30, 2026 | 2026-09-15 |
| Dividend | $0.48 / share ex-date Jun 16, 2026 · pay Jun 30, 2026 | 2026-06-16 |
| Dividend | $0.48 / share ex-date Mar 17, 2026 · pay Mar 31, 2026 | 2026-03-17 |
| Dividend | $0.43 / share ex-date Dec 17, 2025 · pay Dec 31, 2025 | 2025-12-17 |
| Dividend | $0.43 / share ex-date Sep 16, 2025 · pay Sep 30, 2025 | 2025-09-16 |
| Split | 2 : 1 effective Jan 3, 2025 | 2025-01-03 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Meritage Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.