Weekly Research Analysts’ Ratings Changes for Meritage Homes (MTH)

A number of firms have modified their ratings and price targets on shares of Meritage Homes (NYSE: MTH) recently:

• 4/24/2026 – Meritage Homes was given a new $86.00 price target by UBS Group AG. They now have a “buy” rating on the stock.
• 4/20/2026 – Meritage Homes had its price target lowered by Bank of America Corporation from $74.00 to $72.00. They now have a “neutral” rating on the stock.
• 4/16/2026 – Meritage Homes was given a new $80.00 price target by Truist Financial Corporation. They now have a “buy” rating on the stock.
• 4/13/2026 – Meritage Homes was upgraded by Zacks Research from “strong sell” to “hold”.
• 4/11/2026 – Meritage Homes was downgraded by Wall Street Zen from “hold” to “sell”.
• 3/4/2026 – Meritage Homes is now covered by Truist Financial Corporation. They set a “buy” rating and a $90.00 price target on the stock.
• 3/3/2026 – Meritage Homes was upgraded by Truist Financial Corporation to “strong-buy”.
• 2/28/2026 – Meritage Homes was upgraded by Wall Street Zen from “sell” to “hold”.

Meritage Homes Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Tuesday, March 17th were given a dividend of $0.48 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 2.8%. This is a boost from Meritage Homes’s previous quarterly dividend of $0.43. Meritage Homes’s payout ratio is currently 35.23%.

Insider Activity at Meritage Homes

In related news, CFO Hilla Sferruzza sold 10,928 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $76.35, for a total transaction of $834,352.80. Following the completion of the sale, the chief financial officer owned 124,961 shares of the company’s stock, valued at $9,540,772.35. This represents a 8.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Phillippe Lord sold 32,820 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $76.49, for a total transaction of $2,510,401.80. Following the sale, the chief executive officer directly owned 260,389 shares of the company’s stock, valued at approximately $19,917,154.61. This represents a 11.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 47,622 shares of company stock valued at $3,640,273 in the last quarter. Insiders own 2.50% of the company’s stock.

Meritage Homes Corporation is a national homebuilder and residential developer headquartered in Scottsdale, Arizona. Founded in 1985 as Winchester Homes and later rebranded to Meritage Homes, the company specializes in designing, constructing and selling single‐family detached and attached homes. With a focus on energy efficiency and sustainable building practices, Meritage Homes markets its properties under the GreenSmart program, which integrates high‐performance features aimed at reducing long‐term energy and water consumption for homebuyers.

The company’s core activities encompass land acquisition, residential community planning, home design, construction management and real estate sales.