Wednesday's First Moves: JBHT Earnings Hit, Homebuilder PT Cuts, EPXE Downgrade

It's not just record diesel costs cutting into J.B. Hunt (JBHT) profits, according to the company.

Baron Real Estate Fund Q2 2026 Portfolio Activity

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

Seeking Alpha • Sep 16, 2026

Meritage Homes: Attractive Valuation And Strong Execution Support A Buy Upgrade

Meritage Homes is upgraded to buy as shares now trade at 0.8x book value, offering attractive downside support. MTH demonstrates strong execution in procurement cost savings, community count growth, and a strategic shift toward first-time move-up buyers. Accretive share repurchases below book value and a >3% dividend yield enhance medium- to long-term shareholder returns.

Seeking Alpha • Sep 12, 2026

As Mortgage Rates Hit 7%, Home Builders Flash a Buy Signal

Home builder stocks have been battered by rising mortgage rates, but a valuation signal has historically preceded strong returns for the sector.

Barrons • Sep 11, 2026

Meritage Homes Third Quarter 2026 Earnings Conference Call and Webcast Scheduled for October 29, 2026

SCOTTSDALE, Ariz., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in the U.S., plans to release the Company's third quarter 2026 results on Wednesday, October 28, 2026 after the market closes. Management will host a conference call to discuss the results at 8:00 a.m. Pacific Time (11:00 a.m. Eastern Time) on Thursday, October 29, 2026.

GlobeNewsWire • Sep 10, 2026

Meritage (MTH) Down 0.4% Since Last Earnings Report: Can It Rebound?

Meritage (MTH) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Aug 28, 2026

Meritage Homes Publishes Its Annual Sustainability and Corporate Responsibility Data Update

SCOTTSDALE, Ariz., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today published its 2025 Sustainability and Corporate Responsibility Data Update (the “2025 S&CR Data Update”), providing key performance data for the past year, including Task Force on Climate-related Financial Disclosures (TCFD) metrics and the Sustainability Accounting Standards Board (SASB) index, while outlining an updated approach to future reporting.

GlobeNewsWire • Aug 25, 2026

Meritage Homes Announces Quarterly Cash Dividend

SCOTTSDALE, Ariz., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today announced that its Board of Directors has declared a quarterly dividend of $0.48 per share.

GlobeNewsWire • Aug 20, 2026

Meritage Homes Q2 Earnings Call Highlights

Meritage Homes NYSE: MTH reported lower second-quarter sales, revenue and earnings as affordability pressures and economic uncertainty contributed to a slower-than-normal spring selling season. Still, management said demand was broadly stable sequentially, construction costs improved and the company maintained its full-year outlook for community growth while raising its expectations for 2026 closings and revenue.

MarketBeat • Jul 31, 2026

Meritage Homes Corporation (MTH) Q2 2026 Earnings Call Transcript

Meritage Homes Corporation (MTH) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 30, 2026