Meritage, KB Home and Other Midsize Builders That Could Be Takeover Targets

Berkshire's acquisition of Taylor Morrison “creates pressure for small- to midsize home builders to pursue value-creating transactions,” one analyst says.

Barrons • Jun 1, 2026

These home-builder stocks look cheap after Berkshire's ‘vote of confidence' in the sector

Just being cheap isn't enough to attract hot money — there also has to be some belief that Wall Street vultures are circling. But now there's reason to think that, after two years of underperformance, more longer-term investors will be looking for bargains in the home-builder sector.

Market Watch • Jun 1, 2026

Why Is Meritage (MTH) Down 8.6% Since Last Earnings Report?

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

Zacks Investment Research • May 22, 2026

Meritage Homes Announces Quarterly Cash Dividend

SCOTTSDALE, Ariz., May 21, 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. This dividend is payable on June 30, 2026 to shareholders of record as of the close of trading on June 16, 2026.

GlobeNewsWire • May 21, 2026

Meritage Homes Corporation (MTH) Shareholder/Analyst Call Prepared Remarks Transcript

Meritage Homes Corporation (MTH) Shareholder/Analyst Call Prepared Remarks Transcript

Seeking Alpha • May 21, 2026

Bear of the Day: Meritage Homes Corporation (MTH)

MTH's downward earnings per share revisions since its first quarter release on April 22 earn the homebuilder a Zacks Rank #5 (Strong Sell).

Zacks Investment Research • May 14, 2026

Meritage Homes Corporation: Lack Of Bullish Data Points To Upgrade To Buy

Meritage Homes (MTH) remains rated Hold due to persistent weak demand and declining absorption, despite management's efforts on inventory control and the quick-close model. MTH's Q1 2026 saw home closing revenue fall 17% y/y, gross margin drop 450 bps to 17.5%, and net earnings decline 55% y/y. Incentive usage remains elevated, margins are pressured by higher lot costs, and order value fell 10% y/y despite a 17% increase in community count.

Seeking Alpha • May 6, 2026

Meritage Homes Corporation (MTH) Q1 2026 Earnings Call Transcript

Meritage Homes Corporation (MTH) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 23, 2026

Meritage Homes reports first quarter 2026 results

SCOTTSDALE, Ariz., April 22, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth-largest U.S. homebuilder, reported first quarter results for the period ended March 31, 2026.

GlobeNewsWire • Apr 22, 2026

Here's What Key Metrics Tell Us About Meritage (MTH) Q1 Earnings

While the top- and bottom-line numbers for Meritage (MTH) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Apr 22, 2026