Meritage Homes (MTH) Expected to Announce Quarterly Earnings on Tuesday

Key Points

• Meritage Homes is expected to announce its Q3 2025 earnings on Tuesday, October 28th, with analysts forecasting earnings of $1.71 per share and revenue of $1.4809 billion.
• The company reported $2.04 earnings per share in its last quarterly earnings, beating the consensus estimate by $0.05, despite a 4.6% year-over-year decline in revenue.
• Meritage Homes recently declared a quarterly dividend of $0.43 per share, resulting in a 2.4% yield and a payout ratio of 15.47%.

Meritage Homes (NYSE:MTH - Get Free Report) will likely be issuing its Q3 2025 results after the market closes on Tuesday, October 28th. Analysts expect the company to announce earnings of $1.71 per share and revenue of $1.4809 billion for the quarter. Investors are encouraged to explore the company's upcoming Q3 2025 earningoverview page for the latest details on the call scheduled for Wednesday, October 29, 2025 at 11:00 AM ET.

Meritage Homes (NYSE:MTH - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The construction company reported $2.04 earnings per share for the quarter, topping the consensus estimate of $1.99 by $0.05. Meritage Homes had a return on equity of 12.37% and a net margin of 10.27%.The business had revenue of $1.62 billion for the quarter, compared to analysts' expectations of $1.60 billion. During the same quarter in the previous year, the firm earned $3.15 earnings per share. The business's revenue was down 4.6% on a year-over-year basis. 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 Up 0.4%

MTH stock opened at $70.45 on Tuesday. The stock's fifty day simple moving average is $74.94 and its two-hundred day simple moving average is $70.19. The company has a current ratio of 2.16, a quick ratio of 2.16 and a debt-to-equity ratio of 0.35. Meritage Homes has a 1-year low of $59.27 and a 1-year high of $101.59. The stock has a market cap of $5.01 billion, a P/E ratio of 6.34 and a beta of 1.42.

Meritage Homes Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 30th. Shareholders of record on Tuesday, September 16th were given a $0.43 dividend. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $1.72 annualized dividend and a yield of 2.4%. Meritage Homes's payout ratio is currently 15.47%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on MTH shares. Weiss Ratings reissued a "hold (c+)" rating on shares of Meritage Homes in a research report on Wednesday, October 8th. JPMorgan Chase & Co. cut their price objective on Meritage Homes from $70.00 to $60.00 and set a "neutral" rating on the stock in a research report on Monday, July 28th. Zacks Research raised Meritage Homes from a "strong sell" rating to a "hold" rating in a research report on Tuesday, September 23rd. Keefe, Bruyette & Woods lowered their target price on Meritage Homes from $77.00 to $75.00 and set a "market perform" rating on the stock in a research note on Monday, July 28th. Finally, Wedbush lowered their target price on Meritage Homes from $103.00 to $90.00 and set a "neutral" rating on the stock in a research note on Friday, July 25th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat, Meritage Homes presently has a consensus rating of "Hold" and a consensus price target of $84.86.

Insiders Place Their Bets

In related news, Director Dennis V. Arriola acquired 2,200 shares of the firm's stock in a transaction that occurred on Friday, July 25th. The shares were bought at an average cost of $70.00 per share, for a total transaction of $154,000.00. Following the purchase, the director owned 9,512 shares in the company, valued at $665,840. This trade represents a 30.09% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Phillippe Lord sold 6,950 shares of the company's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $80.01, for a total value of $556,069.50. Following the completion of the transaction, the chief executive officer owned 221,320 shares in the company, valued at $17,707,813.20. This represents a 3.04% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 2.20% of the company's stock.

Hedge Funds Weigh In On Meritage Homes

A number of institutional investors have recently added to or reduced their stakes in the business. Balyasny Asset Management L.P. increased its stake in Meritage Homes by 58.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 1,423,013 shares of the construction company's stock worth $95,299,000 after acquiring an additional 527,265 shares during the last quarter. Goldman Sachs Group Inc. increased its stake in Meritage Homes by 58.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,058,850 shares of the construction company's stock worth $75,051,000 after acquiring an additional 391,297 shares during the last quarter. Qube Research & Technologies Ltd increased its stake in Meritage Homes by 3.1% in the 2nd quarter. Qube Research & Technologies Ltd now owns 727,678 shares of the construction company's stock worth $48,733,000 after acquiring an additional 21,759 shares during the last quarter. Invesco Ltd. increased its stake in Meritage Homes by 4.6% in the 2nd quarter. Invesco Ltd. now owns 351,758 shares of the construction company's stock worth $23,557,000 after acquiring an additional 15,600 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Meritage Homes by 102.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 319,150 shares of the construction company's stock worth $22,621,000 after acquiring an additional 161,806 shares during the last quarter. 98.44% of the stock is currently owned by institutional investors.

About Meritage Homes

Meritage Homes Corporation, together with its subsidiaries, designs and builds single-family attached and detached homes in the United States. The company operates through two segments, Homebuilding and Financial Services. It acquires and develops land; and constructs, markets, and sells homes for entry-level and first move-up buyers in Arizona, California, Colorado, Utah, Texas, Florida, Georgia, North Carolina, South Carolina, and Tennessee.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.