MTHConsumer Cyclical · Residential ConstructionThe 9 Wall Street analysts covering Meritage Homes Corp. hold a median 12-month price target of $84 — +24.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 31 of 100 as at 2 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Meritage Homes Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (80): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (10): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on MTH, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +24.5% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 July 2026 | UBS | Maintains | Buy | $86 → $88 |
| 10 July 2026 | Goldman Sachs | Maintains | Buy | $82 → $93 |
| 10 July 2026 | Goldman Sachs | Maintains | Buy | — |
| 7 July 2026 | Zelman & Assoc | Downgrade | Neutral | — |
| 7 July 2026 | Zelman & Assoc | Downgrade | Neutral | — |
| 28 Apr 2026 | JP Morgan | Maintains | Neutral | — |
| 24 Apr 2026 | UBS | Maintains | Buy | — |
| 20 Apr 2026 | B of A Securities | Maintains | Neutral | — |
| 16 Apr 2026 | Truist Securities | Maintains | Buy | — |
| 13 Apr 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 4 Mar 2026 | Truist Securities | Initiates | Buy | — |
| 3 Feb 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 23 Jan 2026 | UBS | Maintains | Buy | — |
| 16 Jan 2026 | B of A Securities | Downgrade | Neutral | — |
| 7 Jan 2026 | Citizens | Initiates | Market Outperform | — |
| 6 Jan 2026 | UBS | Maintains | Buy | — |
| 4 Dec 2025 | Evercore ISI Group | Maintains | In-Line | — |
| 4 Nov 2025 | JP Morgan | Maintains | Neutral | — |
| 30 Oct 2025 | Evercore ISI Group | Maintains | In-Line | — |
| 30 Oct 2025 | UBS | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. MTH appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Meritage Homes Corp. returned −9.8% against +21.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 49% of US stocks
Cheaper than 74% of US stocks
Cheaper than 78% of US stocks
Cheaper than 29% of US stocks
Higher than 13% of US stocks
Higher than 13% of US stocks
Higher than 19% of US stocks
Higher than 61% of US stocks
Higher than 63% of US stocks
Higher than 56% of US stocks
Higher than 67% of US stocks
Higher than 62% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Meritage Homes Corp. has a market value of $4.4B and an enterprise value of $5.5B.
Revenue in the twelve months to 30 June 2026: $5.4B. The latest quarter shrank 13.8% year on year.
Net income over the same four quarters: $329.3M, a 6.1% net margin.
Diluted earnings per share, trailing twelve months: $4.78.
Free cash flow in the twelve months to 30 June 2026: $414.7M.
Meritage Homes Corp. spent $435.0M on share buybacks and $122.9M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 14.1×; forward P/E: 11.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.85%, paying out 38% of earnings.
Meritage Homes Corp. employs 1,860 people — $2.9M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Meritage Homes Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Meritage Homes reported earnings 30 days ago. The article notes the stock is down 0.4% since that earnings report and raises the question of whether it can rebound.
Why it matters — MTH watchers would follow this item for an update on how the stock has performed since the company's most recent earnings report and what may come next.
Meritage Homes published its 2025 Sustainability and Corporate Responsibility Data Update, which provides key performance data for the past year, including TCFD metrics and a SASB index, while outlining an updated approach to future reporting.
Why it matters — A Meritage Homes watcher would care because the update offers transparency into the company's environmental and governance performance and signals how it plans to report these metrics going forward.
Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.48 per share. The announcement was made on Aug. 20, 2026, from the company's headquarters in Scottsdale, Ariz.
Why it matters — A declared quarterly dividend is relevant to MTH watchers as it reflects the company returning cash to shareholders.
Meritage Homes reported lower second-quarter sales, revenue and earnings due to affordability pressures and economic uncertainty, though management noted stable demand sequentially, improved construction costs, and maintained its full-year community growth outlook while raising 2026 expectations.
Why it matters — This update matters to MTH watchers because it shows how current housing-market headwinds are affecting near-term results even as the company signals confidence in its longer-term growth trajectory.
Seeking Alpha published the transcript of Meritage Homes Corporation's Q2 2026 earnings call.
Why it matters — Earnings call transcripts provide detailed insight into the company's quarterly financial performance and management's outlook.
The 9 Wall Street analysts covering Meritage Homes Corp. have a median 12-month price target of $84, with estimates ranging from $72 to $93. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Meritage Homes Corp., 5 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Meritage Homes Corp. 31 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Meritage Homes Corp. ranks 31 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (80 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +24.5% from the last close, and Ticker Nerd's factor model ranks Meritage Homes Corp. 31 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Meritage Homes Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for MTH are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $72 to $93 over the next 12 months.
Meritage Homes Corp. returned -9.8% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Meritage Homes Corporation is a U.S. homebuilding company that designs and constructs single-family attached and detached homes for entry-level and first move-up buyers.
The most recent item we track (Zacks Investment Research, 28 Aug 2026): "Meritage (MTH) Down 0.4% Since Last Earnings Report: Can It Rebound?". Meritage Homes reported earnings 30 days ago. The article notes the stock is down 0.4% since that earnings report and raises the question of whether it can rebound.
Meritage Homes Corporation is a U.S. homebuilding company that designs and constructs single-family attached and detached homes for entry-level and first move-up buyers. Meritage Homes operates through two core segments: Homebuilding and Financial Services. Its homebuilding business acquires and develops land, builds and sells homes, and supports buyers with warranty and customer service, while its financial services segment provides title and escrow, mortgage, insurance, and closing-related services. The company serves a broad set of markets across the United States, with a strong presence in states such as Arizona, California, Colorado, Texas, Florida, Georgia, North Carolina, South Carolina, and Tennessee. Headquartered in Scottsdale, Arizona, Meritage Homes is a significant participant in the U.S. residential construction market.
CEO Mr. Phillippe Lord · 1,860 employees · United States · https://www.meritagehomes.com
