Meritage Homes

MTH

Market cap $5.47B

Meritage Homes faces near-term headwinds from high mortgage rates and incentives but trades at a significant discount to tangible book value. MTH is expanding its community count, positioning for strong growth as rates fall and affordability improves. Management is leveraging faster build times, realtor incentives, and rebidding land development to mitigate margin pressures and prepare for a housing recovery.

The housing market continues to limp toward the finish in 2025, as high rates have stymied potential buyers and sellers are pulling back rather than lowering asking prices.

SCOTTSDALE, Ariz., Dec. 17, 2025 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in the U.S., plans to release the Company's fourth quarter 2025 results on Wednesday, January 28, 2026 after the market closes. Management will host a conference call to discuss the results at 8:00 a.m. Mountain Standard Time (10:00 a.m. Eastern Standard Time) on Thursday, January 29, 2026.

National homebuilder commemorates its four-decade history with the milestone of delivering 200,000 homes since 1985 National homebuilder commemorates its four-decade history with the milestone of delivering 200,000 homes since 1985

John Buckingham, editor of the Prudent Speculator, reminds investors to be “willing to stomach volatility.”

Meritage (MTH) reported earnings 30 days ago. What's next for the stock?

SCOTTSDALE, Ariz., Nov. 20, 2025 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today announced that its Board of Directors has declared a quarterly dividend of $0.43 per share. This dividend is payable on December 31, 2025 to shareholders of record as of the close of trading on December 17, 2025.

Meritage Homes Corporation ( MTH ) Q3 2025 Earnings Call October 29, 2025 11:00 AM EDT Company Participants Emily Tadano - Vice President of Investor Relations & ESG Steven Hilton - Executive Chairman Phillippe Lord - CEO, Executive VP & Director Hilla Sferruzza - CFO & Executive VP Conference Call Participants Alan Ratner - Zelman & Associates LLC Trevor Allinson - Wolfe Research, LLC Stephen Kim - Evercore ISI Institutional Equities, Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division John Lovallo - UBS Investment Bank, Research Division Susan Maklari - Goldman Sachs Group, Inc., Research Division Rafe Jadrosich - BofA Securities, Research Division Jade Rahmani - Keefe, Bruyette, & Woods, Inc., Research Division James McCanless - Wedbush Securities Inc., Research Division Presentation Operator Greetings. Welcome to the Meritage Homes Third Quarter 2025 Analyst Call.

Although the revenue and EPS for Meritage (MTH) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Meritage Homes (MTH) came out with quarterly earnings of $1.39 per share, missing the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $2.67 per share a year ago.