Stocks Consumer discretionary MTH
NYSE · Consumer discretionaryMeritage Homes CORP (MTH)
Operating cash flow minus capital spending left $92.6M of free cash flow in fiscal 2025. At September 30, 2026 it held $677.5M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.
Key facts about Meritage Homes CORP
- Net worth
- Meritage Homes CORP has a market value (market cap) of $4.4B at the latest share price, and shareholders' equity of $5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Cash flow
- In fiscal 2025 operations brought in $118.3M of cash; after $25.7M of capital spending, free cash flow was $92.6M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Meritage Homes CORP's next report is expected around January 27, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Meritage Homes CORP declared dividends of $0.43 per share in fiscal 2025, a yield of 0.64% at the current price.
What Meritage Homes CORP does
Meritage Homes CORP is registered with the SEC under industry code SIC 1531 (Operative Builders). Its shares trade on NYSE under the ticker MTH.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | n/a | $453M | $6.35 | $92.6M |
| 2024 | n/a | $786.2M | $10.72 | -$256.2M |
| 2023 | n/a | $738.7M | $9.96 | $317.4M |
| 2022 | n/a | $992.2M | $13.37 | $378.3M |
| 2021 | n/a | $737.4M | $9.65 | -$177.8M |
| 2020 | n/a | $423.5M | $5.50 | $510.4M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Dividends
Meritage Homes CORP declared $0.43 per share in fiscal 2025. At the current price that is a yield of 0.64%. It paid out $121.1M in cash dividends, 27% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.43 | $121.1M | 27% |
| 2024 | $0.38 | $108.6M | 14% |
| 2023 | $0.14 | $39.5M | 5% |
| 2022 | n/a | $0 | 0% |
| 2021 | n/a | $0 | 0% |
Latest SEC filings
What Meritage Homes CORP has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 30, 2026
- October 28, 2026
- August 25, 2026
- July 31, 2026
- July 29, 2026
- June 29, 2026
- May 21, 2026
- April 30, 2026Passive stake (5% or more) SCHEDULE 13G
- April 29, 2026Passive stake (5% or more) SCHEDULE 13G
- April 24, 2026
Insider trades
What the people running Meritage Homes CORP did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider trades were reported in the last 90 days.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| May 12, 2026 | Sasser AlisonSVP - Chief Accounting Officer | Sold | 1,273 | $79.1K |
| May 12, 2026 | Hilton Steven JExecutive Chairman, Director | Gave as a giftindirect | 11,000 | - |
| May 12, 2026 | Hilton Steven JExecutive Chairman, Director | Gave as a giftindirect | 11,000 | - |
| March 23, 2026 | Sferruzza HillaEVP- Chief Financial Officer | Received as pay | 14,672 | - |
| March 23, 2026 | Feliciano JavierEVP Chief People Officer | Received as pay | 7,346 | - |
| March 23, 2026 | Woffinden Austin MEVP, Corp. Ops & Strategy | Received as pay | 7,845 | - |
| March 23, 2026 | Hilton Steven JExecutive Chairman, Director | Received as pay | 8,151 | - |
| March 23, 2026 | Lord PhillippeChief Executive Officer, Director | Received as pay | 48,907 | - |
Who owns MTH
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Vanguard Portfolio Management13G, passive | 6% | April 29, 2026 |
| Fmr LLC13G, passive with 1 related filers | 5.4% | February 5, 2026 |
| Vanguard Capital Management13G, passive | 5.08% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 400 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 12,228,015 | +503,452 |
| Vanguard Portfolio Management LLC | 4,046,067 | +78,631 |
| Fmr LLC | 3,916,619 | +328,569 |
| State Street Corp | 3,594,997 | +140,265 |
| Vanguard Capital Management LLC | 2,896,044 | +13,234 |
| Dimensional Fund Advisors LP | 2,873,406 | -4,562 |
| Capital World Investors | 2,042,101 | +54,251 |
| Two Sigma Investments, LP | 1,839,080 | +438,051 |
| Geode Capital Management, LLC | 1,718,277 | +56,536 |
| Goldman Sachs Group Inc | 1,443,063 | +45,274 |
| Bamco Inc | 1,341,653 | new |
| Greenhaven Associates Inc | 1,297,494 | -157,355 |
| Earnest Partners LLC | 1,296,501 | -50,712 |
| UBS Group AG | 1,155,013 | +463,423 |
| Millennium Management LLC | 1,120,468 | +270,044 |
| Charles Schwab Investment Management Inc | 1,036,907 | +54,698 |
| Norges Bank | 931,561 | new |
| Bank of New York Mellon Corp | 821,387 | -1,935 |
| Morgan Stanley | 804,790 | -148,183 |
| Northern Trust Corp | 793,553 | +68,520 |
Insiders
16 insiders reported holding 1,614,468 shares in total, about $108.6M at the last price.
| Holder | Shares |
|---|---|
| Hilton Steven JExecutive Chairman, Director | 863,021841,603 held indirectly |
| Lord PhillippeChief Executive Officer, Director | 379,002260,389 held indirectly |
| Sferruzza HillaEVP- Chief Financial Officer | 163,146124,961 held indirectly |
| Feliciano JavierEVP Chief People Officer | 63,39144,935 held indirectly |
| Clinton MalissiaEVP - Gen. Counsel, Secretary | 39,370 |
| Woffinden Austin MEVP, Corp. Ops & Strategy | 36,101 |
| Sasser AlisonSVP - Chief Accounting Officer | 17,737 |
| Ax Peter LDirector | 9,300 |
| Bradford DanaDirector | 9,300 |
| Henretta Deborah ADirector | 9,300 |
Questions about MTH
What does Meritage Homes CORP do?
Meritage Homes CORP is a company in the Consumer discretionary sector, listed on NYSE as MTH. Its shares trade on NYSE under the ticker MTH.
What is Meritage Homes CORP's net worth?
Meritage Homes CORP has a market value (market cap) of $4.4B at the latest share price, and shareholders' equity of $5B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Meritage Homes CORP profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $297.8M.
When did Meritage Homes CORP last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 30, 2026.
When is Meritage Homes CORP's next earnings report?
Meritage Homes CORP's next report is expected around January 27, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Meritage Homes CORP pay a dividend?
Yes. Meritage Homes CORP declared dividends of $0.43 per share in fiscal 2025, a yield of 0.64% at the current price.
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Where the numbers come from
Financial figures are the values Meritage Homes CORP tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.