Meritage Homes Corporation
MTH
NYSE·Consumer Cyclical·Residential Construction·Mkt cap $4.5B
$67.33
▼ -0.21%
P/E
14.09
Mkt Cap
$4.5B
52-Wk Range
$58.03–$85.38
52-Week Range
$58.03 - $85.38
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 18.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Geographic diversification across high-growth markets reduces regional economic risk
- Integrated financial services segment creates customer lock-in and additional revenue streams
- Focus on first-time and move-up buyers targets largest homebuying demographic with sustained demand
- Established brand reputation and operational scale since 1985 enables efficient land acquisition and construction
- Strategic market positioning in supply-constrained, high-demand states with favorable demographic trends
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Housing supply shortage and demographic demand from millennial and Gen Z homebuyers
Value
Fairly valued vs Homebuilders peers
Momentum
Stable
-1.3% over 3m
Quality
Thin
Solid business
Dividend
Solid
2.70% yield
Smart-money signal
Who's buying MTH right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 27, 2026
JUL 29, 2026
Reported EPS of $1.42 vs $1.29 consensus (+10.1% surprise). Revenue of $1.4B vs $1.4B expected (-2.0%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+10.1%
Revenue trend · last 8Q
—
-2%
-7%
-4%
-11%
-11%
-18%
-15%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.6B
$1.6B
$1.4B
$1.6B
$1.4B
$1.4B
$1.1B
$1.4B
Margins · last 8Q
Gross
18.0%
Operating
20.0%
Profit
13.3%
Wall Street consensus
7 analysts · 43% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
43%
Hold
57%
Sell
0%
Median Price Target
—
Latest: UBS · Jul 31, 2026
vs Industry
How MTH stacks vs Residential Construction
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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