olivLaw · US equity research
Meritage Homes Corporation MTH
Operative Builders · SIC 1531 · Vertical: Operative Builders (SIC 1531)
Meritage Homes designs and builds single-family attached and detached homes aimed at first-time and first move-up buyers, using a fully speculative model and a 60-day closing-ready promise. With weak demand and tight affordability, home closing revenue reached 5.8 billion USD in 2025, and in the second quarter of 2026 home closing revenue fell 14%.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Meritage Homes Corporation (MTH) stock was 73.29 USD (+9.26% on the day), with market capitalisation 4.7 bn USD, P/E 16.5 on diluted EPS of 4.43 USD over the last 12 months, dividend yield 4.31%, beta 0.86, 52-week range 57.85–85.18 USD. Latest reported quarter (Q3 2026): net income of 67.8 m USD (−31.7% YoY), diluted EPS 1.04 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 68.9
- strong (55–70)
- Bollinger (20, 2)
- 54.33 – 70.33
- above the upper band · %B 1.18 · band width 25.7%
- SMA 50 / 200
- 64.11 / 68.80
- mixed trend
- MACD (12, 26, 9)
- 1.40 / 0.06
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +17.7% | −1.1% | +18.8 pp | — |
| 3 months | −2.2% | −0.5% | −1.7 pp | — |
| 6 months | +13.0% | +4.4% | +8.6 pp | — |
| Year to date | +11.4% | +12.3% | −0.9 pp | — |
| 1 year | +12.2% | +13.5% | −1.3 pp | −12.9% |
| 3 years | +9.9% | +76.4% | −66.5 pp | +22.3% |
| 5 years | +30.0% | +63.7% | −33.7 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Depreciation & amortisation | 6.6 m | 5.9 m | 6.7 m ≈ | 6.0 m ≈ | 6.7 m | 5.4 m | 6.1 m ≈ | 5.5 m ≈ |
| Interest expense | 0 | 0 | 0 | 0 | 0 | 587.0 k | 2.2 m | 1.4 m |
| Pre-tax income | 221.6 m | 160.2 m | 193.1 m | 128.2 m | 103.1 m | 72.5 m | 120.6 m | 84.8 m |
| Income tax | 48.9 m | 37.4 m | 46.2 m | 29.0 m | 19.1 m | 17.2 m | 29.9 m | 17.0 m |
| Net income | 172.6 m | 122.8 m | 146.9 m | 99.3 m | 84.0 m | 55.3 m | 90.6 m | 67.8 m |
| Diluted EPS | 2.36 ≈ | 1.69 | 2.04 | 1.39 | 1.20 ≈ | 0.82 | 1.37 | 1.04 |
| Operating cash flow | -99.6 m | -42.6 m | 13.7 m ≈ | -96.5 m ≈ | 243.7 m | 101.3 m | 189.5 m ≈ | -31.3 m ≈ |
| Capex | 7.5 m | 5.6 m | 6.8 m ≈ | 7.8 m ≈ | 5.6 m | 4.3 m | 5.6 m ≈ | 4.0 m ≈ |
| Dividends paid | 27.0 m | 30.9 m | 30.6 m ≈ | 30.3 m ≈ | 29.3 m | 32.0 m | 31.3 m ≈ | 30.9 m ≈ |
| Share repurchases | 40.0 m | 45.0 m | 45.0 m ≈ | 55.0 m ≈ | 150.0 m | 130.0 m | 100.0 m ≈ | 55.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 98 percentile of its own 40-quarter history (min 1.4, median 5.0, max 17.5; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Revenue YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Net income | 227.3 m | 249.7 m | 423.5 m | 737.4 m | 992.2 m | 738.7 m | 786.2 m | 453.0 m |
| Net income YoY | +58.7% | +9.8% | +69.6% | +74.1% | +34.5% | −25.5% | +6.4% | −42.4% |
| Diluted EPS | 5.58 | 6.42 | 11.00 | 19.29 | 13.37 | 9.96 | 10.72 | 6.35 |
| Diluted EPS YoY | +63.6% | +15.1% | +71.3% | +75.4% | −30.7% | −25.5% | +7.6% | −40.8% |
| net % | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Free cash flow | 228.8 m | 322.4 m | 510.4 m | -177.8 m | 378.3 m | 317.4 m | -256.2 m | 92.6 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 775.2 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 5.2 bn USD
- Total assets
- 7.6 bn USD
- Debt / equity
- unavailable
- Current ratio
- unavailable
- ROE
- 8.8%
- ROA
- 6.1%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Depreciation & amortisation | 31.1 m | 26.2 m | 24.7 m | 25.3 m | 26.0 m | 25.3 m | SEC (XBRL)· 13 Feb 2026verified |
| Interest expense | 2.2 m | 318.0 k | 41.0 k | 0 | 0 | 0 | SEC (XBRL)· 13 Feb 2026verified |
| Pre-tax income | 533.6 m | 954.8 m | 1.3 bn | 949.4 m | 1.0 bn | 584.6 m | SEC (XBRL)· 13 Feb 2026verified |
| Income tax | 110.1 m | 217.4 m | 297.1 m | 210.7 m | 216.7 m | 131.6 m | SEC (XBRL)· 13 Feb 2026verified |
| Net income | 423.5 m | 737.4 m | 992.2 m | 738.7 m | 786.2 m | 453.0 m | SEC (XBRL)· 13 Feb 2026verified |
| Diluted EPS | 11.00 | 19.29 | 13.37 | 9.96 | 10.72 | 6.35 | SEC (XBRL)· 13 Feb 2026verified |
| Weighted average diluted shares | 38.5 m | 38.2 m | 74.2 m | 74.1 m | 73.3 m | 71.3 m | SEC (XBRL)· 13 Feb 2026verified |
| Dividend per share | — | — | — | 0.14 | 0.38 | 0.43 | SEC (XBRL)· 13 Feb 2026verified |
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 745.6 m | 618.3 m | 861.6 m | 921.2 m | 651.6 m | 775.2 m | SEC (XBRL)· 13 Feb 2026verified |
| Property, plant & equipment, net | 38.9 m | 37.3 m | 38.6 m | 49.0 m | 47.3 m | 46.6 m | SEC (XBRL)· 13 Feb 2026verified |
| Goodwill | 33.0 m | 33.0 m | 33.0 m | 33.0 m | 33.0 m | 33.0 m | SEC (XBRL)· 13 Feb 2026verified |
| Total assets | 3.9 bn | 4.8 bn | 5.8 bn | 6.4 bn | 7.2 bn | 7.6 bn | SEC (XBRL)· 13 Feb 2026verified |
| Total liabilities | 1.5 bn | 1.8 bn | 1.8 bn | 1.7 bn | 2.0 bn | 2.4 bn | SEC (XBRL)· 13 Feb 2026verified |
| Equity | 2.3 bn † | 3.0 bn † | 3.9 bn † | 4.6 bn † | 5.1 bn † | 5.2 bn † | SEC (XBRL)· 13 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 530.4 m | -152.1 m | 405.3 m | 355.6 m | -227.6 m | 118.3 m | SEC (XBRL)· 13 Feb 2026verified |
| Capex | 19.9 m | 25.7 m | 27.0 m | 38.2 m | 28.7 m | 25.7 m | SEC (XBRL)· 13 Feb 2026verified |
| Free cash flow | 510.4 m ≈ | -177.8 m ≈ | 378.3 m ≈ | 317.4 m ≈ | -256.2 m ≈ | 92.6 m ≈ | SEC (XBRL)· 13 Feb 2026derived |
| Investing cash flow | -18.2 m | -26.8 m | -32.3 m | -43.6 m | -44.1 m | -57.7 m | SEC (XBRL)· 13 Feb 2026verified |
| Financing cash flow | -86.0 m | 51.6 m | -129.8 m | -252.3 m | 2.0 m | 63.0 m | SEC (XBRL)· 13 Feb 2026verified |
| Dividends paid | — | 0 | 0 | 39.5 m | 108.6 m | 121.1 m | SEC (XBRL)· 13 Feb 2026verified |
| Share repurchases | 69.6 m | 61.0 m | 109.3 m | 59.1 m | 125.9 m | 295.0 m | SEC (XBRL)· 13 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- score weight coverage: 43.8% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 4.7 bn USD
Key indicators
Coverage and freshness
Score by group
44% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 5.65 – 71.12 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/E58.94 – 71.12 (Mid 66.19)12 companies used · median multiple 14.9x · quartiles 13.3x – 16.0xCCS, DFH, DHI, ECG, GRBK, KBH, LGIH, MHO, NVR, PHM, SDHC, TOL
- Dividend discount (DDM)5.65 – 7.60 (Mid 6.48)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 43.8% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | unavailable | unavailable | — |
| FCF conversion · Quality | 162.5% | 100 (on a fixed band) | 14% |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| EPS CAGR 3Y · Growth | -22.0% | 0 (on a fixed band) | 19% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | unavailable | unavailable | — |
| P/E (TTM) · Valuation | 16.5x | 23 (vs peers) | 24% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 10.2% | 100 (on a fixed band) | 19% |
| Shareholder yield (distributions) · Returns | 11.8% | 100 (on a fixed band) | 14% |
| Payout ratio (FCF) · Returns | 25.5% | 100 (on a fixed band) | 10% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partialunavailable · 0/3 factors with a value
- Growth· partial0/100 · 1/2 factors with a value
- Quality· partial100/100 · 1/3 factors with a value
- Returns100/100 · 2/2 factors with a value
- Valuation57/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Meritage Homes Corporation (MTH). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: ROE 5.8%.
The estimated value range is 32.29–39.36 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 36.34 USD, the price of 73.29 USD leaves a potential of -50.4% (value / price − 1) and a margin of safety of -101.7% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 43.8% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 162.5%
- FCF yield: 10.2%
- Shareholder yield (distributions): 11.8%
- Payout ratio (FCF): 25.5%
What contradicts it
- EPS CAGR 3Y: -22.0%
- P/E (TTM): 16.5x
- The price is above the estimated value range
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): ROIC, Net margin, Revenue CAGR 3Y, Net debt / EBITDA, Interest coverage, Current ratio, EV/EBITDA.
Versus the vertical median
Operative Builders (SIC 1531) · same industry (4-digit SIC) · compared with 16 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| DHID.R. Horton, Inc. | 43.9 bn | 14.9 | 12.8% | 9.2% | −6.9% | −1% / +23% |
| PHMPultegroup, Inc. | 25.0 bn | 14.5 | 13.9% | 11.2% | −3.5% | +7% / +54% |
| NVRNVR, Inc. | 16.9 bn | 17.6 | 28.3% | 11.2% | −1.9% | −15% / +4% |
| TOLToll Brothers, Inc. | 14.6 bn | 12.7 | 14.4% | 11.1% | +1.1% | +13% / +85% |
| MTHMeritage Homes Corporation | 4.7 bn | 16.5 | 5.8% | — | unavailable | +12% / +10% |
| ECGEverus Construction Group, Inc. | 4.1 bn | 16.0 | 39.5% | 6.0% | +31.5% | −13% / unavailable |
| MHOM/i Homes, Inc. | 3.5 bn | 13.1 | 8.7% | 6.6% | −1.9% | +0% / +31% |
| KBHKb Home | 3.2 bn | 14.9 | 5.9% | 4.4% | −10.0% | −17% / +2% |
| GRBKGreen Brick Partners, Inc. | 2.8 bn | 10.7 | 14.3% | 14.2% | −1.0% | −2% / +40% |
| CCSCentury Communities, Inc. | 1.6 bn | 15.2 | 4.2% | 2.9% | −6.4% | −12% / −21% |
| LGIHLgi Homes, Inc. | 1.1 bn | 16.0 | 3.4% | 4.2% | −22.6% | −6% / −59% |
| BZHBeazer Homes USA Inc | 893.2 m | — | -0.7% | -0.4% | +1.8% | +49% / +38% |
| HOVHovnanian Enterprises Inc | 79.6 m | 81.2 | 2.2% | 0.6% | −0.9% | −16% / +22% |
| LGPSLogprostyle Inc. | — | — | 19.7% | 3.4% | +7.6% | −43% / unavailable |
| LRELead Real Estate Co., Ltd | — | — | 12.2% | 3.5% | −3.5% | −14% / −84% |
| SDHCSmith Douglas Homes Corp. | — | 18.0 | 6.0% | 0.5% | −0.4% | −50% / unavailable |
| DFHDream Finders Homes, Inc. | — | 13.3 | 7.6% | 2.6% | −2.9% | −35% / −47% |
1- and 3-year price returns: for MTH from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 31 Jul 2026; since then the company filed 10-Q (30 Oct 2026), 8-K (28 Oct 2026 · results).
In brief
Meritage Homes designs and builds single-family attached and detached homes aimed at first-time and first move-up buyers, using a fully speculative model and a 60-day closing-ready promise. With weak demand and tight affordability, home closing revenue reached 5.8 billion USD in 2025 1, and in the second quarter of 2026 home closing revenue fell 14% 3.
SWOT
Strengths
- The company has large national scale, purchasing power with suppliers, and a fully speculative model that reduces variability and improves construction efficiency 12.
- The balance sheet remains solid, with investment-grade ratings and a controlled debt level, which allowed both share repurchases and dividend payments through a difficult period 13.
- Affordable, move-in ready homes with fast closing differentiate the offer from existing resale homes, particularly through the financing incentives the builder can provide 1.
Weaknesses
- Gross margins have fallen materially in recent periods due to financing incentives, higher land costs and loss of fixed-cost leverage 13.
- Home closing revenue and volume declined in 2025 and in the first half of 2026, and net profit fell substantially from earlier years 13.
- The company recorded real estate inventory impairments and charges on terminated land contracts, showing exposure to revaluation when the market weakens 13.
Opportunities
- If demand and affordability improve, orders and market share could grow quickly, helped by the short construction cycle and record backlog conversion 12.
- Partnerships with external realtors can widen the buyer pool, particularly first-time buyers 12.
- Acquiring land at lower costs and securing further vendor savings could support margins if land prices stabilize 2.
Risks
- Demand and affordabilityhigh
Weak demand and affordability problems could persist, which could push the company to use larger incentives and compress margins 13.
- Gross marginshigh
Financing incentives, elevated land costs and loss of fixed-cost leverage could compress margins if volume stays low 13.
- Inventory impairmentsmedium
If the market deteriorates further, revaluations could lead to additional impairments and lower the book value of assets 13.
- Construction costs and supply chainmedium
Tariffs, shortages of skilled labor and supplier disruptions could raise costs and delay home deliveries 1.
- Warranty and construction defect claimslow
Warranty and construction defect claims may require additional reserves, and insurance might not cover all claims 1.
Investment thesis
What would need to be true (bull case)
- If demand for affordable homes recovers, the company could benefit from its scale, short construction cycle and backlog that converts quickly into closings 12.
- A commitment to disciplined capital allocation, including share repurchases and dividends, may support shareholder returns even in a weak cycle 3.
- The move-in ready model and quick closing guarantee could attract buyers who would otherwise buy resale homes, potentially raising market share 1.
What would break the thesis
- If macroeconomic strain and high rates persist, closing volume and margins could stay below earlier levels for an extended period 23.
- Reliance on financing incentives can compress average prices and margins, while land costs remain elevated 12.
- Falling profit and possible repeated inventory impairments could weigh on investor confidence if the market does not improve 13.
What to watch
- Trend in home closing gross margin and closing volume against the updated guidanceQ3 2026
- Order pace and the level of order cancellationsQ3 2026
- Delivery against the guidance for 5-10% year-over-year community count growth in 20262026
- Level of financing incentives and trend in average sales pricenext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 31 Jul 2026; since then the company filed 10-Q (30 Oct 2026), 8-K (28 Oct 2026 · results).
The business
Meritage Homes Corporation is a leading designer and builder of single-family attached and detached homes, mainly in long-term high-growth markets of the United States 1. The company operates in three regions (West, Central and East), which are its principal homebuilding reporting segments, across twelve states 1. At December 31, 2025 it was actively selling homes in 336 communities, with base prices from about 161,000 USD to 1,000,000 USD 1.
Its operating model centers on affordable, move-in ready homes built fully on a speculative basis, meaning every home is pre-started with preselected plans and features 1. Since mid-2024 it has sold homes later in the construction process and introduced a 60-day closing-ready guarantee beginning in 2025 1. Homes meet or exceed ENERGY STAR standards and come standard with a smart home automation suite 1.
The company also runs a financial services segment offering title and escrow, mortgage and insurance services to homebuyers, through its title subsidiary Carefree Title and insurance broker Meritage Insurance 1. Mortgage services are provided through an unconsolidated joint venture 1.
Segments
Market context
The new-home market in 2025 was marked by much softer demand than anticipated, as affordability challenges persisted and consumer confidence deteriorated 1. Buyers increasingly rely on financing assistance, and in the first half of 2026 home orders fell 7% year over year while the cancellation rate rose to 12% 23. Macroeconomic strain and volatile interest rates continue to pressure demand 3.
Land costs remain elevated after years of historically high acquisition and development costs, while material costs have eased 12. The company says its scale and purchasing power secure volume discounts from national vendors, partly offsetting these pressures 2.
Trends
- Mortgage affordability and interest ratesheadwind
High interest rates and tighter lending standards could reduce buyers' ability to obtain financing, which could weigh on sales, especially if buyers are not locked into a favorable rate 13.
- Shorter construction cycle timestailwind
Cycle times fell below 110 calendar days, under the historical normalized level of about 120 days, supporting faster conversion of backlog into closings 12.
- Reliance on financing incentivesmixed
Greater use of financing incentives such as rate locks and buy-downs supports volume but compresses average prices and margins, and could continue if the environment stays difficult 12.
- Demand from first-time buyerstailwind
Continued demand from millennial, Gen Z and baby boomer buyers for affordable, move-in ready homes could support the company's market share if demand improves 12.
Competitive position
The housing industry is highly competitive, with national, regional and local developers and homebuilders, resale of existing homes and rental housing all competing for buyers 1. Some competitors have greater financial resources or lower costs, and competition rests on location, reputation, product, price and innovation 1.
The company positions itself as the fifth-largest U.S. homebuilder and aims to hold a top-5 position in every market 12. Its differentiation comes from move-in ready homes, the 60-day closing guarantee and partnerships with external realtors, whom it views as strategic partners 12.
- D.R. HortonDHI
National U.S. homebuilder cited as a rival in the industry competitive landscape, without financial detail in the analyzed excerpts.
- LennarLEN
National homebuilder and direct competitor in the affordable new-home segment, referenced within the industry competition.
- PulteGroupPHM
National homebuilder competing in the same regional markets, referenced within the industry competition.
- Existing home resale market
Individual sellers of existing homes are indirect competitors, since they cannot offer financing incentives comparable to the builder's.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Meritage Hospitality Group files Chapter 11 bankruptcy over Wendy's strugglesYahoo Finance — News · 21 Sept 2026 · EN
- Meritage files for Chapter 11 bankruptcy protection in USYahoo Finance — News · 18 Sept 2026 · EN
- Here Are Wednesday’s Top Wall Street Analyst Research Calls: Airbnb, Booking Holdings, Credicorp, Dutch Bros, Expedia, Hartford Financial Services, Group, Meritage Homes, Patchex, Yum! Brands, and MoreYahoo Finance — News · 16 Sept 2026 · EN
The latest news item in our archive is from 21 Sept 2026; the newest SEC filing is from 30 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Quarterly report30 Oct 2026
- Current report28 Oct 2026Results of operations · Financial statements and exhibits
- Current report25 Aug 2026Amendments to articles or bylaws · Financial statements and exhibits
- Quarterly report31 Jul 2026
- Current report29 Jul 2026Results of operations · Financial statements and exhibits
- Current report29 Jun 2026Material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Current report21 May 2026Shareholder vote · Financial statements and exhibits
- Quarterly report24 Apr 2026
- Current report22 Apr 2026Results of operations · Financial statements and exhibits
- Proxy statement07 Apr 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Meritage Homes Corporation · 13 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Meritage Homes Corporation · 31 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Meritage Homes Corporation · 29 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.