US · Consumer Cyclical · Residential Construction
EPS came in at 1.11 against a street estimate of 1.18 — a miss of 5.9%.
Analysts rate Meritage Corporation a buy (4 buy, 5 hold, 0 sell out of 9) with an average price target of $70.62.
CAUTIOUS Meritage defended margins and liquidity as rates and affordability pressured demand. Orders fell 15%, adjusted margin declined, inventory was reduced, and management withdrew near-term guidance amid limited visibility. Q3 FY26 Dallas and Houston were among the strongest markets; San Antonio, Austin, California, Denver, and Arizona remained more challenging. South Florida and Jacksonville performed well, while other East markets were weaker. Analysts pressed management on incentives, absorption, impairments, competition, liquidity, and margin durability. Management emphasized community-level optimization but avoided detailed near-term forecasts because conditions were changing rapidly. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 18.98% |
| Vanguard Portfolio Management, LLC | 6.28% |
| FMR Inc | 6.08% |
| State Street Corp | 5.58% |
| Vanguard Capital Management, LLC | 4.50% |
| Dimensional Fund Advisors, Inc. | 4.46% |
| Capital World Investors | 3.17% |
| Two Sigma Investments LLC | 2.85% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 net earnings were $67.784 million, down from $99.297 million in Q3 2025; diluted EPS was $1.04 versus $1.39. • For the fi | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 homes closed fell 14% to 3,187; home closing revenue fell 17% to $1,162,352 thousand. • Q3 net earnings declined 32% to $ | 2026-10-28 |
| 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 |
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 |
| 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 2026-11-07.