MTH at a glance
Meritage Homes CORP (MTH, SEC CIK 833079) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as May 13, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Meritage Homes CORP (MTH) shares worth $3.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sasser Alison on May 12, 2026 of 1,273 shares at $62.11 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $3.4B · +0 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Designer and builder of single-family homes with financial services (title, escrow, mortgage, insurance) across 12 states in West, Central, East US regions
- New strategic shift: Launched 60-day closing ready guarantee in 2025 with move-in ready homes and external realtor engagement to better compete with resale market
- Notable metric: Home closing revenue $5.8B in 2025, down 9.1% YoY; closed 15,026 homes; invested $1.9B in land acquisition and development, securing 5,500 lots vs 37,000 in 2024
- Operational change: Shortened construction cycle below 110 days from 120, supported by all-spec home building, improved supply chain, and cost efficiencies
- Unique fact: Declared two-for-one stock split effective January 2, 2025; recognized $39.4M charges for terminated land contracts and $8.4M severance in 2025 due to portfolio optimization
Risk Factors
- Cybersecurity risk oversight led by CIO with 30+ years experience, reporting biannually to Audit Committee on controls and benchmarks
- No specific regulatory or legal risk, competitive threat, supply chain vulnerability, geopolitical exposure, or financial risk detailed in text
Management Discussion & Analysis
- Revenue $5.76B, down 9.1% YoY from $6.34B; closings fell 3.7% to 15,026 units with 5.6% decrease in ASP to $383.6K
- Home closing gross margin 19.7% vs 24.9% in 2024; adjusted margin 20.8% vs 25.0% excluding land termination and impairments
- West segment worst performer: revenue $1.83B down 17.7%, closings down 15.6%, ASP down 2.6%; East segment best performer: revenue flat (-0.2%) at $2.10B, closings up 6.9%
- Cash allocation includes $39.4M land termination charges, $8.4M severance costs; G&A costs down $19.1M to $211.8M; liquidity strong with 26.0% debt-to-capital and $500M senior notes issued
- Management outlook: focus on affordable move-in ready homes, cycle time reduction; risks include affordability pressures, rising land costs, higher cancellation rates at 11% vs 9% prior year
AI summary of the MTH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Debt-to-capital 26.8% vs 26.0% December 31, 2025
- Net debt $1.040B vs $1.054B December 31, 2025
- Cash and equivalents $807.3M vs $775.2M December 31, 2025
- Quarterly dividend $0.48 per share vs $0.43 in prior-year quarter
- Seasonality, backlog conversion, all-spec strategy, and industry volatility affecting timing of closings and capital needs
Risk Factors
- No material changes to previously disclosed risk factors since the 2025 10-K
- Regulatory and compliance risks remain subject to legal requirements governing discretionary share repurchases
- Market risk: share repurchases depend on stock price and prevailing market and economic conditions
- Financial risk: $284.1 million remained available under the repurchase program at June 30, 2026
- Capital-allocation risk: 1,528,340 shares repurchased during the quarter under the program
AI summary of the MTH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Special-meeting threshold reduced from 50% to 25% of common stock, increasing shareholder ability to force a vote
- Amendment implements stockholders’ approved Proposal No. 4 from the 2026 Annual Meeting
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing financial results and forward-looking statements
Item 1.01: Entry into a Material Definitive Agreement
- Revolving credit facility increased to $980 million, expanding Meritage Homes’ liquidity capacity
- Accordion feature permits expansion to $1.470 billion, subject to conditions
AI summaries of MTH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MTH
Don't miss the next MTH filing
- Alerts as it files. A push when MTH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MTH, by share count.
- Ask anything. An AI agent that reads every MTH filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| HILTON STEVEN J | G | May 12, 2026 | 11,000 | - |
| Sasser Alison | Sell | May 12, 2026 | 1,273 | $62.11 |
| HILTON STEVEN J | G | May 12, 2026 | 11,000 | - |
| Lord Phillippe | A | Mar 23, 2026 | 48,907 | - |
| HILTON STEVEN J | A | Mar 23, 2026 | 8,151 | - |
| Sferruzza Hilla | A | Mar 23, 2026 | 14,672 | - |
| Clinton Malissia | A | Mar 23, 2026 | 7,760 | - |
| Feliciano Javier | A | Mar 23, 2026 | 7,346 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Net Income | $738.7M | $786.2M | $453.0M | |
| Balance Sheet | ||||
| Total Assets | $6.4B | $7.2B | $7.6B | |
| Equity | $4.6B | $5.1B | $5.2B | |
| ROE | 16.0% | 15.3% | 8.7% | |
| Per Share | ||||
| EPS | $19.93 | $10.72 | $6.35 | |
| Cash Flow | ||||
| Operating CF | $355.6M | -$227.6M | $118.3M | |
| CapEx | $38.2M | $28.7M | $25.7M | |
Source: XBRL data in Meritage Homes CORP (MTH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MTH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $3.42B |
| Q1 2026 | 32 | $2.42B |
| Q4 2025 | 30 | $2.67B |
| Q3 2025 | 31 | $2.89B |
| Q2 2025 | 33 | $2.59B |
| Q1 2025 | 29 | $1.84B |
| Q4 2024 | 24 | $1.69B |
| Q3 2024 | 21 | $1.38B |
- BlackRock+503.5K (+4%)
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- AQR Capital Management+194.0K (+112%)
- Citadel Advisors LLC−380.5K (-75%)
- Morgan Stanley−148.2K (-16%)
- Bank of America Corp−112.4K (-18%)
- D.E. Shaw & Co−81.7K (-29%)
- JPMorgan Chase & Co−78.9K (-16%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 232 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MTH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 24, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 8-K | Mar 26, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
| 4 | Mar 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 19, 2026 | - | - |
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MTH SEC filings: frequently asked questions
Which institutions hold MTH stock?
As of June 30, 2026, the largest Meritage Homes CORP (MTH) holders among the 13F filers tracked by SignalX were BlackRock ($1.0 billion), Vanguard Portfolio Management LLC ($339.3 million), FMR LLC (Fidelity) ($328.4 million), State Street Corp ($301.4 million), Vanguard Capital Management LLC ($242.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What are the main risks in MTH's latest 10-K?
In the 10-K filed February 13, 2026, Meritage Homes CORP (MTH) flagged: Cybersecurity risk oversight led by CIO with 30+ years experience, reporting biannually to Audit Committee on controls and benchmarks. No specific regulatory or legal risk, competitive threat, supply chain vulnerability, geopolitical exposure, or financial risk detailed in text. (AI summary of the Risk Factors section.)
What did MTH report in its latest 8-K?
Meritage Homes CORP (MTH) filed an 8-K on August 25, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Special-meeting threshold reduced from 50% to 25% of common stock, increasing shareholder ability to force a vote.
What are the latest MTH SEC filings?
Meritage Homes CORP (MTH) filed its latest 10-K annual report on February 13, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on May 13, 2026.
What is MTH's SEC CIK number?
Meritage Homes CORP (MTH)'s SEC Central Index Key (CIK) is 833079. EDGAR lists every MTH filing under that number.
Ask anything about MTH
The research agent reads MTH's filings, financials, insider trades and 13F holders, then answers with sources.