Meritage Homes

MTH

Market cap $4.97B

The 'Fast Money' traders talk pain in the homebuilders space and if a comeback is possible.

Meritage Homes remains a "Strong Buy" despite recent stock underperformance and near-term housing market weakness. Meritage Homes faces declining revenue, profits, and backlog due to high interest rates and lower home prices but maintains industry-leading low net leverage. Valuation remains attractive, especially on a price-to-operating-cash-flow basis, though some peers are cheaper on other metrics.

In this video, Motley Fool contributor Jason Hall explains why he owns dividend stocks United Parcel Service (UPS 1.41%), Meritage Homes (MTH 1.25%), and EPR Properties (EPR 1.28%), and thinks they're worth buying today and holding for at least the next 10 years and beyond.

SCOTTSDALE, Ariz., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in the U.S., plans to release the Company's third quarter 2025 results on Tuesday, October 28, 2025 after the market closes.

Families will be welcomed to their homes during key handover ceremonies in November Families will be welcomed to their homes during key handover ceremonies in November

John Lovallo, UBS U.S. homebuilders analyst, joins 'The Exchange' to discuss the housing market as new home sales beat expectations in July.

SCOTTSDALE, Ariz., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today published its 2024 Sustainability and Corporate Responsibility Report (the “2024 Report”). Formerly known as the Environmental, Social and Governance Report, the 2024 Report highlights Meritage's progress surrounding sustainability and corporate responsibility efforts in 2024, along with the integral role they play in the Company's business, culture and strategy. Meritage continues to provide disclosures under the shareholder-endorsed reporting frameworks of the Sustainability Account Standards Board, the Global Reporting Initiative, the United Nations Sustainable Development Goals and the Task Force on Climate-Related Financial Disclosures.

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

SCOTTSDALE, Ariz., Aug. 21, 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 September 30, 2025 to shareholders of record as of the close of trading on September 16, 2025.

I maintain a Hold rating on Meritage Homes due to weak demand, deep margin compression, and unsustainable reliance on buyer incentives. Earnings and margins declined sharply in 2Q25, with net income down 37% and gross margin pressured by increased use of incentives. Management's $500 million cut to FY25 land spend signals caution, likely limiting future community growth and volume recovery.