Meritage Homes (MTH) to Release Earnings on Wednesday

Meritage Homes (NYSE:MTH) is projected to issue its Q4 2025 results after the market closes on Wednesday, January 28th. Analysts expect Meritage Homes to post earnings of $1.57 per share and revenue of $1.5078 billion for the quarter. Meritage Homes has set its Q4 2025 guidance at 1.510-1.700 EPS. Parties may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, January 29, 2026 at 10:00 AM ET.

Meritage Homes (NYSE:MTH) last released its quarterly earnings results on Tuesday, October 28th. The construction company reported $1.39 EPS for the quarter, missing analysts’ consensus estimates of $1.71 by ($0.32). Meritage Homes had a return on equity of 10.37% and a net margin of 8.96%.The company had revenue of $1.42 billion for the quarter, compared to the consensus estimate of $1.48 billion. During the same quarter last year, the firm posted $5.34 earnings per share. The firm’s quarterly revenue was down 11.8% compared to the same quarter last year. On average, analysts expect Meritage Homes to post $9 EPS for the current fiscal year and $11 EPS for the next fiscal year.

Meritage Homes Stock Down 1.9%

MTH stock opened at $74.69 on Wednesday. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.95 and a quick ratio of 1.95. The firm has a market cap of $5.26 billion, a PE ratio of 7.59 and a beta of 1.48. The firm has a 50 day simple moving average of $70.14 and a 200 day simple moving average of $71.86. Meritage Homes has a 12 month low of $59.27 and a 12 month high of $84.74.

Meritage Homes Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Wednesday, December 17th were paid a $0.43 dividend. The ex-dividend date of this dividend was Wednesday, December 17th. This represents a $1.72 dividend on an annualized basis and a yield of 2.3%. Meritage Homes’s dividend payout ratio (DPR) is currently 17.48%.

Analyst Upgrades and Downgrades

A number of analysts have commented on MTH shares. Wall Street Zen lowered shares of Meritage Homes from a “hold” rating to a “sell” rating in a research note on Sunday, January 11th. Citigroup started coverage on shares of Meritage Homes in a research report on Wednesday, January 7th. They issued an “outperform” rating for the company. Evercore ISI set a $77.00 price objective on shares of Meritage Homes and gave the stock an “in-line” rating in a research report on Thursday, December 4th. Bank of America restated a “neutral” rating and issued a $82.00 target price (up previously from $75.00) on shares of Meritage Homes in a report on Friday, January 16th. Finally, UBS Group reaffirmed a “buy” rating and issued a $104.00 target price (up previously from $101.00) on shares of Meritage Homes in a research report on Tuesday, January 6th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $84.63.

Institutional Trading of Meritage Homes

Several large investors have recently made changes to their positions in MTH. Larson Financial Group LLC lifted its holdings in Meritage Homes by 265.5% in the 3rd quarter. Larson Financial Group LLC now owns 402 shares of the construction company’s stock worth $29,000 after purchasing an additional 292 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in shares of Meritage Homes by 194.9% in the second quarter. EverSource Wealth Advisors LLC now owns 699 shares of the construction company’s stock valued at $47,000 after purchasing an additional 462 shares during the period. CIBC Private Wealth Group LLC lifted its stake in shares of Meritage Homes by 23.1% in the third quarter. CIBC Private Wealth Group LLC now owns 1,429 shares of the construction company’s stock worth $104,000 after buying an additional 268 shares during the last quarter. Vident Advisory LLC bought a new stake in shares of Meritage Homes during the 2nd quarter worth $202,000. Finally, Captrust Financial Advisors acquired a new position in Meritage Homes in the 2nd quarter valued at $203,000. Institutional investors own 98.44% of the company’s stock.

About Meritage Homes

Meritage Homes Corporation is a national homebuilder and residential developer headquartered in Scottsdale, Arizona. Founded in 1985 as Winchester Homes and later rebranded to Meritage Homes, the company specializes in designing, constructing and selling single‐family detached and attached homes. With a focus on energy efficiency and sustainable building practices, Meritage Homes markets its properties under the GreenSmart program, which integrates high‐performance features aimed at reducing long‐term energy and water consumption for homebuyers.

The company’s core activities encompass land acquisition, residential community planning, home design, construction management and real estate sales.