Meritage Homes（MEY）株式概要メリテッジ・ホームズ・コーポレーションはその子会社とともに、米国で一戸建て住宅を設計・建設している。 詳細MEY ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績1/6財務の健全性4/6配当金3/6報酬株価収益率（ 11.2 x） German市場（ 17 x）を下回っています。収益は年間7.03%増加すると予測されています アナリストらは、株価が20%上昇するだろうとほぼ一致している。 リスク分析利益率(6.9%)は昨年より低い(11.5%) すべてのリスクチェックを見るMEY Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€55.0016.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture07b2016201920222025202620282031Revenue US$7.0bEarnings US$480.1mAdvancedSet Fair ValueView all narrativesMeritage Homes Corporation 競合他社Hugo BossSymbol: XTRA:BOSSMarket cap: €2.5bEinhell GermanySymbol: XTRA:EINMarket cap: €817.5mBerkeley Group HoldingsSymbol: LSE:BKGMarket cap: UK£3.1bPersimmonSymbol: LSE:PSNMarket cap: UK£3.6b価格と性能株価の高値、安値、推移の概要Meritage Homes過去の株価現在の株価US$55.0052週高値US$70.0052週安値US$49.60ベータ1.431ヶ月の変化-6.78%3ヶ月変化-14.73%1年変化-2.65%3年間の変化0.92%5年間の変化24.29%IPOからの変化179.54%最新ニュースDeclared Dividend • May 25First quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 53% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 23Meritage Homes Corporation announces Quarterly dividend, payable on June 30, 2026Meritage Homes Corporation announced Quarterly dividend of USD 0.4800 per share payable on June 30, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.お知らせ • Apr 24Meritage Homes Corporation Updates Earnings Guidance for the Full Year 2026Meritage Homes Corporation updated earnings guidance for the full year 2026. The company expected home closing volume and revenue to at or within 5% of full year 2025 results.お知らせ • Mar 30Meritage Homes Corporation, Annual General Meeting, May 21, 2026Meritage Homes Corporation, Annual General Meeting, May 21, 2026. Location: meetnow.global/mfx6mxg, United Statesお知らせ • Mar 12Meritage Homes Corporation to Report Q1, 2026 Results on Apr 22, 2026Meritage Homes Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 22, 2026お知らせ • Feb 20+ 1 more updateMeritage Homes Corporation Announces Resignation of Director Dennis V. Arriola and Reduction in Board Size, Effective March 31, 2026Meritage Homes Corporation announced that Dennis V. Arriola, a member of the Board of Directors, notified the Company that he would step down from his position effective March 31, 2026. The resignation did not result from any disagreements with the Company. In accordance with the Company's amended and restated bylaws, the Board of Directors determined to reduce the size of the Board from 12 to 11 directors, effective upon Mr. Arriola's resignation.最新情報をもっと見るRecent updatesDeclared Dividend • May 25First quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 53% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 23Meritage Homes Corporation announces Quarterly dividend, payable on June 30, 2026Meritage Homes Corporation announced Quarterly dividend of USD 0.4800 per share payable on June 30, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.お知らせ • Apr 24Meritage Homes Corporation Updates Earnings Guidance for the Full Year 2026Meritage Homes Corporation updated earnings guidance for the full year 2026. The company expected home closing volume and revenue to at or within 5% of full year 2025 results.お知らせ • Mar 30Meritage Homes Corporation, Annual General Meeting, May 21, 2026Meritage Homes Corporation, Annual General Meeting, May 21, 2026. Location: meetnow.global/mfx6mxg, United Statesお知らせ • Mar 12Meritage Homes Corporation to Report Q1, 2026 Results on Apr 22, 2026Meritage Homes Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 22, 2026お知らせ • Feb 20+ 1 more updateMeritage Homes Corporation Announces Resignation of Director Dennis V. Arriola and Reduction in Board Size, Effective March 31, 2026Meritage Homes Corporation announced that Dennis V. Arriola, a member of the Board of Directors, notified the Company that he would step down from his position effective March 31, 2026. The resignation did not result from any disagreements with the Company. In accordance with the Company's amended and restated bylaws, the Board of Directors determined to reduce the size of the Board from 12 to 11 directors, effective upon Mr. Arriola's resignation.お知らせ • Jan 29+ 1 more updateMeritage Homes Corporation Reports Real Estate-Related Impairments for the Fourth Quarter Ended December 31, 2025Meritage Homes Corporation reported Real estate-related impairments for the fourth quarter ended December 31, 2025. For the quarter, the company reported real estate-related impairments of $9,314,000.お知らせ • Dec 17Meritage Homes Corporation to Report Q4, 2025 Results on Jan 28, 2026Meritage Homes Corporation announced that they will report Q4, 2025 results After-Market on Jan 28, 2026お知らせ • Oct 29Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter 2025Meritage Homes Corporation provided earnings guidance for the fourth quarter 2025. For the quarter, the company expects Diluted EPS in the range of $1.51 - $1.70.お知らせ • Sep 16Meritage Homes Corporation to Report Q3, 2025 Results on Oct 28, 2025Meritage Homes Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025お知らせ • Aug 22Meritage Homes Corporation Declares Quarterly Dividend, Payable on September 30, 2025Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.43 per share. This dividend is payable on September 30, 2025 to shareholders of record as of the close of trading on September 16, 2025.お知らせ • Jun 16Meritage Homes Corporation to Report Q2, 2025 Results on Jul 23, 2025Meritage Homes Corporation announced that they will report Q2, 2025 results After-Market on Jul 23, 2025お知らせ • May 23Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on June 30, 2025Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.43 per share. This dividend is payable on June 30, 2025 to shareholders of record as of the close of trading on June 16, 2025.お知らせ • Apr 24Meritage Homes Corporation Reiterates Revenue Guidance for the Full Year 2025Meritage Homes Corporation reiterated revenue guidance for the full year 2025. For the year, the company expects home closing volume to be in the range of 16,250 units to 16,750 units and home closing revenue to be in the range of $6.6 billion to $6.9 billion.お知らせ • Mar 28Meritage Homes Corporation, Annual General Meeting, May 22, 2025Meritage Homes Corporation, Annual General Meeting, May 22, 2025.お知らせ • Mar 20Meritage Homes Corporation to Report Q1, 2025 Results on Apr 23, 2025Meritage Homes Corporation announced that they will report Q1, 2025 results After-Market on Apr 23, 2025お知らせ • Feb 21Meritage Homes Corporation Increases Quarterly Cash Dividend, Payable on March 31, 2025Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.43 per share. This quarterly cash dividend is payable on March 31, 2025 to shareholders of record as of the close of trading on March 17, 2025.お知らせ • Jan 06Meritage Homes Appoints Geisha Williams to Its Board of DirectorsMeritage Homes announced the appointment of Geisha Williams as an independent director to its Board of Directors, effective immediately. Her appointment demonstrates the Company’s commitment to ongoing board refreshment and increased diversity as it increases its size to 12 directors. The Board plans to consider Ms. Williams for appointment to one or more board committees over the course of the next several regularly scheduled board meetings. Ms. Williams brings over three decades of experience in the energy industry to the Meritage Board, culminating with her role as the former President and Chief Executive Officer at PG&E Corporation, a public company focused on natural gas and electric energy. During her decade-long tenure with the organization, she championed renewables integration, grid modernization and smart grid technologies. Ms. Williams was the first Latina CEO of a Fortune 200 company and has been recognized as the highest-ranking Latina leader in business. She began her career at Florida Power & Light Company in 1983 where she held various roles in customer service, marketing, external affairs and electric operations. Her public company director experience currently includes Siemens Energy AG, where she is a member of the Supervisory Board and serves on the Sustainability and Finance and Nomination Committees. Ms. Williams previously was a member of the Global Advisory Board for Salesforce, a customer relationship management services company, from 2022 to 2024. Her private board experience currently includes Artera Services, an integrated infrastructure services provider for the natural gas and electric industries, as well as Osmose Utilities Services, an electric utilities and telecommunications grid asset management and infrastructure support services company, where she has been the Chairperson since 2021.お知らせ • Dec 06Meritage Homes Corporation to Report Q4, 2024 Results on Jan 29, 2025Meritage Homes Corporation announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Jan 29, 2025お知らせ • Nov 22Meritage Homes Announces Quarterly Cash Dividend, Payable on December 31, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share. This dividend is payable on December 31, 2024 to shareholders of record as of the close of trading on December 17, 2024.Buy Or Sell Opportunity • Nov 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to €173. The fair value is estimated to be €142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.8% in 2 years. Earnings are forecast to grow by 0.6% in the next 2 years.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$5.41 (vs US$6.06 in 3Q 2023)Third quarter 2024 results: EPS: US$5.41 (down from US$6.06 in 3Q 2023). Revenue: US$1.60b (down 1.4% from 3Q 2023). Net income: US$196.0m (down 12% from 3Q 2023). Profit margin: 12% (down from 14% in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 30Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter of 2024Meritage Homes Corporation provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects Diluted EPS to be $4.10-$4.60.お知らせ • Oct 15Meritage Homes Appoints Erin Lantz to its Board of DirectorsMeritage Homes announced the appointment of Erin Lantz as an independent director to its Board of Directors, effective October 14, 2024. Her appointment demonstrates the Company’s commitment to ongoing board refreshment as it increases its size to 11 directors. The Board plans to consider Ms. Lantz for appointment to one or more board committees over the course of the next several regularly scheduled board meetings. Ms. Lantz brings to the Meritage Board over 20 years of leadership experience and extensive knowledge in technology-related offerings. She currently serves as Chief Revenue Officer for Ethos, a fintech company specializing in life insurance. Previously, Ms. Lantz was the Vice President and General Manager of Mortgages at Zillow Group Inc., an online real estate database company, and Senior Vice President at Bank of America, where she led the Direct-to-Consumer purchase home loan business. Her public company director experience currently includes Blend Labs Inc. Ms. Lantz formerly served on the boards of TrueCar Inc., a digital automotive marketplace, and Washington Federal Inc., a bank holding company. She holds an MBA from Harvard University and received a bachelor’s degree in Political Science, Philosophy and Economics from the University of Pennsylvania.お知らせ • Sep 19Meritage Homes Corporation to Report Q3, 2024 Results on Oct 29, 2024Meritage Homes Corporation announced that they will report Q3, 2024 results After-Market on Oct 29, 2024Declared Dividend • Sep 02Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 16th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 67% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 3.9% over the next 3 years. However, it would need to fall by 90% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 29Meritage Homes Corporation Declares Quarterly Cash Dividend, Payable on September 30, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share. This dividend is payable on September 30, 2024 to shareholders of record as of the close of trading on September 16, 2024.Recent Insider Transactions • Aug 28Independent Director recently sold €893k worth of stockOn the 23rd of August, Michael Odell sold around 5k shares on-market at roughly €179 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.8m. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months.Recent Insider Transactions • Jul 31Executive VP recently sold €1.8m worth of stockOn the 26th of July, Phillippe Lord sold around 10k shares on-market at roughly €185 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €3.3m.Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$6.38 (vs US$5.08 in 2Q 2023)Second quarter 2024 results: EPS: US$6.38 (up from US$5.08 in 2Q 2023). Revenue: US$1.70b (up 8.2% from 2Q 2023). Net income: US$231.6m (up 24% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €163, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 123% over the past three years.お知らせ • Jun 15Meritage Homes Corporation to Report Q2, 2024 Results on Jul 24, 2024Meritage Homes Corporation announced that they will report Q2, 2024 results After-Market on Jul 24, 2024Upcoming Dividend • Jun 07Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 7.2% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.0%).Declared Dividend • May 20First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (39% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to decline by 3.2% over the next 3 years. However, it would need to fall by 92% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 18Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on June 28, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share. This dividend is payable on June 28, 2024 to shareholders of record as of the close of trading on June 14, 2024.New Risk • Apr 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Significant insider selling over the past 3 months (€372k sold).お知らせ • Apr 26Meritage Homes Corporation Updates Earnings Guidance for the Full Year 2024Meritage Homes Corporation updated earnings guidance for the full year 2024. The company updated diluted EPS to be in the range of $19.20 - $20.70.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$5.12 (vs US$3.58 in 1Q 2023)First quarter 2024 results: EPS: US$5.12 (up from US$3.58 in 1Q 2023). Revenue: US$1.47b (up 15% from 1Q 2023). Net income: US$186.0m (up 42% from 1Q 2023). Profit margin: 13% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 29Meritage Homes Corporation to Report Q1, 2024 Results on Apr 24, 2024Meritage Homes Corporation announced that they will report Q1, 2024 results on Apr 24, 2024お知らせ • Mar 15Raymond Oppel to Retire from Meritage Homes Board of Directors, Effective May 16, 2024Meritage Homes Corporation announced that board director Raymond Oppel will not seek re-election to the Board at the Company’s upcoming annual meeting of shareholders and will retire from his position effective May 16, 2024. Mr. Oppel joined Meritage’s Board in 1997 and during his tenure, chaired the Executive Compensation Committee. He is currently a member of the Executive Compensation and Land Committees.Recent Insider Transactions • Mar 14Executive VP recently sold €372k worth of stockOn the 13th of March, Phillippe Lord sold around 3k shares on-market at roughly €149 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €1.9m.Upcoming Dividend • Mar 07Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.2%).Declared Dividend • Feb 26Fourth quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 12%.お知らせ • Feb 23+ 1 more updateMeritage Homes Corporation Declares Quarterly Dividend, Payable on March 29, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share, which increased from the $0.27 per share quarterly dividend in 2023. This dividend is payable on March 29, 2024 to shareholders of record as of the close of trading on March 15, 2024.Reported Earnings • Feb 01Full year 2023 earnings released: EPS: US$20.17 (vs US$27.04 in FY 2022)Full year 2023 results: EPS: US$20.17 (down from US$27.04 in FY 2022). Revenue: US$6.14b (down 2.4% from FY 2022). Net income: US$738.7m (down 26% from FY 2022). Profit margin: 12% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 11Meritage Homes Corporation, Annual General Meeting, Mar 24, 2024Meritage Homes Corporation, Annual General Meeting, Mar 24, 2024.お知らせ • Dec 15Meritage Homes Corporation to Report Q4, 2023 Results on Jan 31, 2024Meritage Homes Corporation announced that they will report Q4, 2023 results After-Market on Jan 31, 2024Upcoming Dividend • Dec 07Upcoming dividend of US$0.27 per share at 0.7% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 3.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.7%).Recent Insider Transactions • Dec 06Executive VP recently sold €938k worth of stockOn the 1st of December, Phillippe Lord sold around 7k shares on-market at roughly €134 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €3.8m.お知らせ • Nov 17+ 1 more updateMeritage Homes Corporation Announces Quarterly Cash Dividend, Payable on December 29, 2023Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend on its common stock of $0.27 per share. This dividend is payable on December 29, 2023 to shareholders of record as of the close of trading on December 15, 2023.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €122, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €73.43 per share.Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$6.06 (vs US$7.18 in 3Q 2022)Third quarter 2023 results: EPS: US$6.06 (down from US$7.18 in 3Q 2022). Revenue: US$1.62b (up 2.2% from 3Q 2022). Net income: US$221.8m (down 16% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 01Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter 2023Meritage Homes Corporation provided earnings guidance for the fourth quarter 2023. The company expects diluted EPS to be in the range of $4.84-5.43 for the fourth quarter of 2023.お知らせ • Sep 22Meritage Homes Corporation to Report Q3, 2023 Results on Oct 31, 2023Meritage Homes Corporation announced that they will report Q3, 2023 results After-Market on Oct 31, 2023Upcoming Dividend • Sep 07Upcoming dividend of US$0.27 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 2.3% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).お知らせ • Aug 24Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on September 29, 2023Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend on its common stock of $0.27 per share. This dividend is payable on September 29, 2023 to shareholders of record as of the close of trading on September 15, 2023.Recent Insider Transactions • Aug 03CFO & Executive VP recently sold €912k worth of stockOn the 31st of July, Hilla Sferruzza sold around 7k shares on-market at roughly €136 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Hilla has been a net seller over the last 12 months, reducing personal holdings by €2.1m.お知らせ • Jul 28Meritage Homes Corporation Provides Earnings Guidance for the Year 2023Meritage Homes Corporation provided earnings guidance for the year 2023. As the housing market continues to normalize, the company are projecting 13,300-13,800 home closings for full year 2023, which the company anticipates will generate home closing revenue of $5.85-6.07 billion. Home closing gross margin is projected to be in the low 24% range. The company expects diluted EPS to be in the range of $19.12-19.80 for full year 2023.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$5.08 (vs US$6.82 in 2Q 2022)Second quarter 2023 results: EPS: US$5.08 (down from US$6.82 in 2Q 2022). Revenue: US$1.57b (up 11% from 2Q 2022). Net income: US$186.8m (down 25% from 2Q 2022). Profit margin: 12% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 25Meritage Homes Corporation(NYSE:MTH) dropped from Russell 2000 Growth-Defensive IndexMeritage Homes Corporation(NYSE:MTH) dropped from Russell 2000 Growth-Defensive Indexお知らせ • Jun 16Meritage Homes Corporation to Report Q2, 2023 Results on Jul 27, 2023Meritage Homes Corporation announced that they will report Q2, 2023 results After-Market on Jul 27, 2023お知らせ • Jun 15Meritage Homes Corporation Appoints Dennis V. Arriola as Independent DirectorMeritage Homes Corporation announced the appointment of Dennis V. Arriola as an independent director to its Board of Directors, as part of its board refreshment process. His appointment brings the Board of Directors to a total of 12. The Board plans to consider Mr. Arriola for appointment to one or more board committees over the course of the next several regularly scheduled board meetings. Mr. Arriola currently serves as an Operating Partner at Sandbrook Capital, a private equity firm focused on transforming energy infrastructure investments. Previously, he was the chief executive officer of Avangrid Inc., where he led the growth of the utilities and renewables business groups while strengthening investor engagement. Mr. Arriola brings to the Meritage Board nearly 30 years of leadership experience and a deep background in the utility and clean energy sectors, with more than 15 years serving as an executive officer. Throughout his distinguished business career, his positions included chief sustainability officer, executive vice president and group president at Sempra Energy; chairman, president and chief executive officer of Southern California Gas Company and chief financial officer of solar technology company SunPower Corporation, San Diego Gas & Electric, and Southern California Gas Company. His public company director experience includes ConocoPhillips currently and Avangrid Inc. formerly. Mr. Arriola also currently serves on the board of the Automobile Club of Southern California (AAA) and previously served on the boards of Edison Electric Institute, U.S. Chamber of Commerce, the California Latino Economic Institute, California Business Roundtable and American Gas Association. His nonprofit board memberships have included United Way of Greater Los Angeles, Latino Donor Collaborative, Southern California Leadership Council, San Diego Symphony Orchestra Association, and San Diego Foundation. Mr. Arriola holds an MBA from Harvard University and received a bachelor’s degree in economics from Stanford University.Upcoming Dividend • Jun 07Upcoming dividend of US$0.27 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 1.1% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).お知らせ • May 19Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on June 30, 2023Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend on its common stock of $0.27 per share. This dividend is payable on June 30, 2023 to shareholders of record as of the close of trading on June 15, 2023.Recent Insider Transactions • May 02Executive VP recently sold €445k worth of stockOn the 28th of April, Phillippe Lord sold around 4k shares on-market at roughly €114 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.6m. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €2.7m.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$3.58 (vs US$5.87 in 1Q 2022)First quarter 2023 results: EPS: US$3.58 (down from US$5.87 in 1Q 2022). Revenue: US$1.29b (flat on 1Q 2022). Net income: US$131.3m (down 40% from 1Q 2022). Profit margin: 10% (down from 17% in 1Q 2022). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Mar 12Executive VP recently sold €560k worth of stockOn the 3rd of March, Phillippe Lord sold around 5k shares on-market at roughly €104 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.6m. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €2.2m.Recent Insider Transactions • Feb 26Executive VP recently sold €1.6m worth of stockOn the 22nd of February, Phillippe Lord sold around 15k shares on-market at roughly €101 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €1.7m.お知らせ • Feb 17Meritage Homes Corporation Initiates Quarterly Cash Dividend, Payable on March 31, 2023Meritage Homes Corporation announced that its Board of Directors has approved the initiation of a recurring quarterly cash dividend on its common stock of $0.27 per share. The first dividend will be paid on March 31, 2023 to shareholders of record as of the close of trading on March 15, 2023.Recent Insider Transactions • Feb 06Chief People Officer & Executive VP recently sold €738k worth of stockOn the 3rd of February, Javier Feliciano sold around 7k shares on-market at roughly €106 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.Reported Earnings • Feb 03Full year 2022 earnings released: EPS: US$27.04 (vs US$19.61 in FY 2021)Full year 2022 results: EPS: US$27.04 (up from US$19.61 in FY 2021). Revenue: US$6.29b (up 22% from FY 2021). Net income: US$992.2m (up 35% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 04Meritage Homes Corporation to Report Q4, 2022 Results on Feb 01, 2023Meritage Homes Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 01, 2023Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$7.18 (vs US$5.33 in 3Q 2021)Third quarter 2022 results: EPS: US$7.18 (up from US$5.33 in 3Q 2021). Revenue: US$1.58b (up 25% from 3Q 2021). Net income: US$262.5m (up 31% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 27Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter of 2022Meritage Homes Corporation provided earnings guidance for the fourth quarter of 2022. The company expects diluted EPS to be in the range of $6.50 to $7.40 for the fourth quarter of 2022.お知らせ • Sep 28Meritage Homes Corporation to Report Q3, 2022 Results on Oct 26, 2022Meritage Homes Corporation announced that they will report Q3, 2022 results After-Market on Oct 26, 2022Recent Insider Transactions • Sep 02Independent Director recently sold €156k worth of stockOn the 31st of August, Gerald Haddock sold around 2k shares on-market at roughly €78.23 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.Recent Insider Transactions • Aug 17Insider recently sold €86k worth of stockOn the 15th of August, Alison Sasser sold around 1k shares on-market at roughly €86.35 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$6.82 (vs US$4.43 in 2Q 2021)Second quarter 2022 results: EPS: US$6.82 (up from US$4.43 in 2Q 2021). Revenue: US$1.42b (up 11% from 2Q 2021). Net income: US$250.1m (up 49% from 2Q 2021). Profit margin: 18% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 3.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01Meritage Homes Corporation to Report Q2, 2022 Results on Jul 27, 2022Meritage Homes Corporation announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 27, 2022Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €63.50, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.07 per share.Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$5.87 (vs US$3.50 in 1Q 2021)First quarter 2022 results: EPS: US$5.87 (up from US$3.50 in 1Q 2021). Revenue: US$1.29b (up 19% from 1Q 2021). Net income: US$217.3m (up 65% from 1Q 2021). Profit margin: 17% (up from 12% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 23%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 19Meritage Homes Corporation Names Malissia Clinton Its Executive Vice President, General Counsel and SecretaryMeritage Homes Corporation announced the hiring of Malissia Clinton as its executive vice president, general counsel and secretary. Ms. Clinton joins Meritage after 12 years at The Aerospace Corporation, where she most recently served as the senior vice president, general counsel and secretary. Previously, she was the senior counsel for special projects at Northrop Grumman. Following law school, Ms. Clinton worked as a litigator at the law firm Tuttle and Taylor. She serves as a board director of 3D Systems Corporation and its Compliance Committee Chair as well as a board director of Pacaso. She was formerly a board director of Progyny Inc. and a member of its Nominating and Corporate Governance Committee. Additionally, she is a board director of the Arizona State University Foundation and previously was the former chair of the Aerospace Diversity Action Committee and board director of the National Defense Industrial Association. Ms. Clinton received a bachelor’s degree in political science at Arizona State University, earned a Juris Doctor from Stanford Law School and completed the UCLA Anderson School’s Executive Program in Business Management. Ms. Clinton will be based at Meritage’s headquarters in Scottsdale. She replaces C. Timothy White who retired in December 2021.お知らせ • Apr 01Meritage Homes Corporation to Report Q1, 2022 Results on Apr 27, 2022Meritage Homes Corporation announced that they will report Q1, 2022 results After-Market on Apr 27, 2022Recent Insider Transactions • Mar 15Executive VP recently sold €96k worth of stockOn the 8th of March, Phillippe Lord sold around 1k shares on-market at roughly €86.68 per share. In the last 3 months, they made an even bigger sale worth €2.3m. Phillippe has been a seller over the last 12 months, reducing personal holdings by €2.9m.Recent Insider Transactions • Mar 09Executive VP recently sold €2.3m worth of stockOn the 2nd of March, Phillippe Lord sold around 25k shares on-market at roughly €91.48 per share. This was the largest sale by an insider in the last 3 months. Phillippe has been a seller over the last 12 months, reducing personal holdings by €3.2m.Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$19.61 (up from US$11.23 in FY 2020). Revenue: US$5.14b (up 14% from FY 2020). Net income: US$737.4m (up 74% from FY 2020). Profit margin: 14% (up from 9.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 27Meritage Homes Corporation Provides Earnings Guidance for the Fiscal Year 2022Meritage Homes Corporation provided earnings guidance for the fiscal year 2022. For the period, the company expects diluted EPS to be in the range of $23.15-24.65 for 2022.Recent Insider Transactions • Dec 08Executive Chairman recently sold €6.6m worth of stockOn the 6th of December, Steven Hilton sold around 62k shares on-market at roughly €107 per share. This was the largest sale by an insider in the last 3 months. Steven has been a seller over the last 12 months, reducing personal holdings by €11m.Recent Insider Transactions • Nov 27Executive Chairman recently sold €4.0m worth of stockOn the 19th of November, Steven Hilton sold around 38k shares on-market at roughly €106 per share. This was the largest sale by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.Recent Insider Transactions • Oct 31General Counsel recently sold €1.2m worth of stockOn the 29th of October, C. White sold around 13k shares on-market at roughly €95.20 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.8m more than they bought in the last 12 months.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$5.33 (vs US$2.90 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.27b (up 11% from 3Q 2020). Net income: US$200.8m (up 84% from 3Q 2020). Profit margin: 16% (up from 9.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 41% per year.お知らせ • Aug 25Meritage Homes Launches New Enhancements to Its Digital Homebuying ExperienceMeritage Homes Corporation announced new innovative enhancements that allow customers to choose a homebuying path that aligns with their personal shopping style. Over the last several years, technology has transformed the homebuying process. What was once only accomplished through a live, in-person process, can now be completed virtually, in whole or in part. With 97% of homebuyers starting their search online, Meritage’s website provides extensive resources to homebuyers starting their home purchase journey. Whether they are buying their first home or a homebuying veteran, Meritage’s Buyers Resources provide customers with helpful videos and articles on home ownership and financing as well as highlights of its specific energy-efficient and healthy home offerings. The digital solutions then guide customers through a curated search of available inventory and offer virtual tours of its models. Customers that find their dream home can then qualify for a mortgage, electronically remit their earnest deposit, sign their sales agreement and even close on a home online in states that allow it. To expand on the suite of offered digital financial services, Meritage customers can now also receive guaranteed on-demand homeowners’ insurance quotes on their selected home. In addition, prospective customers and owners can get around-the-clock information and support through Meritage’s Virtual Assistant Liaison (VAL), or interactive chatbot feature now available on the company’s website. Before ever stepping foot in the door, prospective homebuyers can get a sense of how it would feel to live in a Meritage home by viewing photos, floorplans, online video tours, interactive maps and digital community brochures with a few clicks. To accommodate consumers’ lifestyles, Meritage also recently launched self-guided tours in partnership with UTour in select locations. Prospective buyers can easily sign-up for a no-contact tour of a model home on the website, and then tour the home after hours at their convenience.Recent Insider Transactions • Aug 18Executive VP & COO recently sold €85k worth of stockOn the 16th of August, Clinton Szubinski sold around 875 shares on-market at roughly €97.39 per share. In the last 3 months, there was an even bigger sale from another insider worth €561k. Clinton has been a seller over the last 12 months, reducing personal holdings by €166k.Recent Insider Transactions • Aug 06Executive VP recently sold €561k worth of stockOn the 3rd of August, Phillippe Lord sold around 6k shares on-market at roughly €93.56 per share. This was the largest sale by an insider in the last 3 months. Phillippe has been a seller over the last 12 months, reducing personal holdings by €2.7m.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$4.43 (vs US$2.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.28b (up 24% from 2Q 2020). Net income: US$167.4m (up 85% from 2Q 2020). Profit margin: 13% (up from 8.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.株主還元MEYDE Consumer DurablesDE 市場7D6.8%-0.2%2.8%1Y-2.7%-18.1%1.4%株主還元を見る業界別リターン: MEY過去 1 年間で-18.1 % の収益を上げたGerman Consumer Durables業界を上回りました。リターン対市場: MEYは、過去 1 年間で1.4 % のリターンを上げたGerman市場を下回りました。価格変動Is MEY's price volatile compared to industry and market?MEY volatilityMEY Average Weekly Movement6.0%Consumer Durables Industry Average Movement5.3%Market Average Movement6.0%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: MEY 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MEYの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19851,860Phillippe Lordwww.meritagehomes.comメリテッジ・ホームズ・コーポレーションは、その子会社とともに、米国で一戸建て住宅を設計・建設している。同社は2つのセグメントを通じて事業を展開している：ホームビルド事業と金融サービス事業である。同社は、アリゾナ州、カリフォルニア州、コロラド州、ユタ州、テキサス州、フロリダ州、ジョージア州、ノースカロライナ州、サウスカロライナ州、テネシー州において、土地の取得と開発を行い、エントリーレベルおよび第一次取得者向けの住宅の建設、マーケティング、販売を行っている。また、住宅購入者に権原とエスクロー、住宅ローン、保険、権原保険、クロージング／決済サービスも提供している。メリテッジ・ホームズ・コーポレーションは1985年に設立され、アリゾナ州スコッツデールに本社を置いている。もっと見るMeritage Homes Corporation 基礎のまとめMeritage Homes の収益と売上を時価総額と比較するとどうか。MEY 基礎統計学時価総額€3.68b収益（TTM）€331.43m売上高(TTM)€4.83b11.2xPER（株価収益率0.8xP/SレシオMEY は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MEY 損益計算書（TTM）収益US$5.62b売上原価US$4.53b売上総利益US$1.07bその他の費用US$685.99m収益US$385.52m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）5.78グロス・マージン19.08%純利益率6.86%有利子負債／自己資本比率36.1%MEY の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.0%現在の配当利回り32%配当性向MEY 配当は確実ですか？MEY 配当履歴とベンチマークを見るMEY 、いつまでに購入すれば配当金を受け取れますか？Meritage Homes 配当日配当落ち日Jun 16 2026配当支払日Jun 30 2026配当落ちまでの日数20 days配当支払日までの日数34 daysMEY 配当は確実ですか？MEY 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 09:18終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Meritage Homes Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Stephen KimBarclaysRafe JadrosichBofA Global ResearchTyler BatoryBrean Capital Historical (Janney Montgomery)17 その他のアナリストを表示
Declared Dividend • May 25First quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 53% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 23Meritage Homes Corporation announces Quarterly dividend, payable on June 30, 2026Meritage Homes Corporation announced Quarterly dividend of USD 0.4800 per share payable on June 30, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.
お知らせ • Apr 24Meritage Homes Corporation Updates Earnings Guidance for the Full Year 2026Meritage Homes Corporation updated earnings guidance for the full year 2026. The company expected home closing volume and revenue to at or within 5% of full year 2025 results.
お知らせ • Mar 30Meritage Homes Corporation, Annual General Meeting, May 21, 2026Meritage Homes Corporation, Annual General Meeting, May 21, 2026. Location: meetnow.global/mfx6mxg, United States
お知らせ • Mar 12Meritage Homes Corporation to Report Q1, 2026 Results on Apr 22, 2026Meritage Homes Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 22, 2026
お知らせ • Feb 20+ 1 more updateMeritage Homes Corporation Announces Resignation of Director Dennis V. Arriola and Reduction in Board Size, Effective March 31, 2026Meritage Homes Corporation announced that Dennis V. Arriola, a member of the Board of Directors, notified the Company that he would step down from his position effective March 31, 2026. The resignation did not result from any disagreements with the Company. In accordance with the Company's amended and restated bylaws, the Board of Directors determined to reduce the size of the Board from 12 to 11 directors, effective upon Mr. Arriola's resignation.
Declared Dividend • May 25First quarter dividend of US$0.48 announcedShareholders will receive a dividend of US$0.48. Ex-date: 16th June 2026 Payment date: 30th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 53% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 23Meritage Homes Corporation announces Quarterly dividend, payable on June 30, 2026Meritage Homes Corporation announced Quarterly dividend of USD 0.4800 per share payable on June 30, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.
お知らせ • Apr 24Meritage Homes Corporation Updates Earnings Guidance for the Full Year 2026Meritage Homes Corporation updated earnings guidance for the full year 2026. The company expected home closing volume and revenue to at or within 5% of full year 2025 results.
お知らせ • Mar 30Meritage Homes Corporation, Annual General Meeting, May 21, 2026Meritage Homes Corporation, Annual General Meeting, May 21, 2026. Location: meetnow.global/mfx6mxg, United States
お知らせ • Mar 12Meritage Homes Corporation to Report Q1, 2026 Results on Apr 22, 2026Meritage Homes Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 22, 2026
お知らせ • Feb 20+ 1 more updateMeritage Homes Corporation Announces Resignation of Director Dennis V. Arriola and Reduction in Board Size, Effective March 31, 2026Meritage Homes Corporation announced that Dennis V. Arriola, a member of the Board of Directors, notified the Company that he would step down from his position effective March 31, 2026. The resignation did not result from any disagreements with the Company. In accordance with the Company's amended and restated bylaws, the Board of Directors determined to reduce the size of the Board from 12 to 11 directors, effective upon Mr. Arriola's resignation.
お知らせ • Jan 29+ 1 more updateMeritage Homes Corporation Reports Real Estate-Related Impairments for the Fourth Quarter Ended December 31, 2025Meritage Homes Corporation reported Real estate-related impairments for the fourth quarter ended December 31, 2025. For the quarter, the company reported real estate-related impairments of $9,314,000.
お知らせ • Dec 17Meritage Homes Corporation to Report Q4, 2025 Results on Jan 28, 2026Meritage Homes Corporation announced that they will report Q4, 2025 results After-Market on Jan 28, 2026
お知らせ • Oct 29Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter 2025Meritage Homes Corporation provided earnings guidance for the fourth quarter 2025. For the quarter, the company expects Diluted EPS in the range of $1.51 - $1.70.
お知らせ • Sep 16Meritage Homes Corporation to Report Q3, 2025 Results on Oct 28, 2025Meritage Homes Corporation announced that they will report Q3, 2025 results After-Market on Oct 28, 2025
お知らせ • Aug 22Meritage Homes Corporation Declares Quarterly Dividend, Payable on September 30, 2025Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.43 per share. This dividend is payable on September 30, 2025 to shareholders of record as of the close of trading on September 16, 2025.
お知らせ • Jun 16Meritage Homes Corporation to Report Q2, 2025 Results on Jul 23, 2025Meritage Homes Corporation announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
お知らせ • May 23Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on June 30, 2025Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.43 per share. This dividend is payable on June 30, 2025 to shareholders of record as of the close of trading on June 16, 2025.
お知らせ • Apr 24Meritage Homes Corporation Reiterates Revenue Guidance for the Full Year 2025Meritage Homes Corporation reiterated revenue guidance for the full year 2025. For the year, the company expects home closing volume to be in the range of 16,250 units to 16,750 units and home closing revenue to be in the range of $6.6 billion to $6.9 billion.
お知らせ • Mar 28Meritage Homes Corporation, Annual General Meeting, May 22, 2025Meritage Homes Corporation, Annual General Meeting, May 22, 2025.
お知らせ • Mar 20Meritage Homes Corporation to Report Q1, 2025 Results on Apr 23, 2025Meritage Homes Corporation announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
お知らせ • Feb 21Meritage Homes Corporation Increases Quarterly Cash Dividend, Payable on March 31, 2025Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.43 per share. This quarterly cash dividend is payable on March 31, 2025 to shareholders of record as of the close of trading on March 17, 2025.
お知らせ • Jan 06Meritage Homes Appoints Geisha Williams to Its Board of DirectorsMeritage Homes announced the appointment of Geisha Williams as an independent director to its Board of Directors, effective immediately. Her appointment demonstrates the Company’s commitment to ongoing board refreshment and increased diversity as it increases its size to 12 directors. The Board plans to consider Ms. Williams for appointment to one or more board committees over the course of the next several regularly scheduled board meetings. Ms. Williams brings over three decades of experience in the energy industry to the Meritage Board, culminating with her role as the former President and Chief Executive Officer at PG&E Corporation, a public company focused on natural gas and electric energy. During her decade-long tenure with the organization, she championed renewables integration, grid modernization and smart grid technologies. Ms. Williams was the first Latina CEO of a Fortune 200 company and has been recognized as the highest-ranking Latina leader in business. She began her career at Florida Power & Light Company in 1983 where she held various roles in customer service, marketing, external affairs and electric operations. Her public company director experience currently includes Siemens Energy AG, where she is a member of the Supervisory Board and serves on the Sustainability and Finance and Nomination Committees. Ms. Williams previously was a member of the Global Advisory Board for Salesforce, a customer relationship management services company, from 2022 to 2024. Her private board experience currently includes Artera Services, an integrated infrastructure services provider for the natural gas and electric industries, as well as Osmose Utilities Services, an electric utilities and telecommunications grid asset management and infrastructure support services company, where she has been the Chairperson since 2021.
お知らせ • Dec 06Meritage Homes Corporation to Report Q4, 2024 Results on Jan 29, 2025Meritage Homes Corporation announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Jan 29, 2025
お知らせ • Nov 22Meritage Homes Announces Quarterly Cash Dividend, Payable on December 31, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share. This dividend is payable on December 31, 2024 to shareholders of record as of the close of trading on December 17, 2024.
Buy Or Sell Opportunity • Nov 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 6.1% to €173. The fair value is estimated to be €142, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 7.8% in 2 years. Earnings are forecast to grow by 0.6% in the next 2 years.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$5.41 (vs US$6.06 in 3Q 2023)Third quarter 2024 results: EPS: US$5.41 (down from US$6.06 in 3Q 2023). Revenue: US$1.60b (down 1.4% from 3Q 2023). Net income: US$196.0m (down 12% from 3Q 2023). Profit margin: 12% (down from 14% in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 30Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter of 2024Meritage Homes Corporation provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects Diluted EPS to be $4.10-$4.60.
お知らせ • Oct 15Meritage Homes Appoints Erin Lantz to its Board of DirectorsMeritage Homes announced the appointment of Erin Lantz as an independent director to its Board of Directors, effective October 14, 2024. Her appointment demonstrates the Company’s commitment to ongoing board refreshment as it increases its size to 11 directors. The Board plans to consider Ms. Lantz for appointment to one or more board committees over the course of the next several regularly scheduled board meetings. Ms. Lantz brings to the Meritage Board over 20 years of leadership experience and extensive knowledge in technology-related offerings. She currently serves as Chief Revenue Officer for Ethos, a fintech company specializing in life insurance. Previously, Ms. Lantz was the Vice President and General Manager of Mortgages at Zillow Group Inc., an online real estate database company, and Senior Vice President at Bank of America, where she led the Direct-to-Consumer purchase home loan business. Her public company director experience currently includes Blend Labs Inc. Ms. Lantz formerly served on the boards of TrueCar Inc., a digital automotive marketplace, and Washington Federal Inc., a bank holding company. She holds an MBA from Harvard University and received a bachelor’s degree in Political Science, Philosophy and Economics from the University of Pennsylvania.
お知らせ • Sep 19Meritage Homes Corporation to Report Q3, 2024 Results on Oct 29, 2024Meritage Homes Corporation announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
Declared Dividend • Sep 02Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 16th September 2024 Payment date: 30th September 2024 Dividend yield will be 1.3%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 67% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 3.9% over the next 3 years. However, it would need to fall by 90% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 29Meritage Homes Corporation Declares Quarterly Cash Dividend, Payable on September 30, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share. This dividend is payable on September 30, 2024 to shareholders of record as of the close of trading on September 16, 2024.
Recent Insider Transactions • Aug 28Independent Director recently sold €893k worth of stockOn the 23rd of August, Michael Odell sold around 5k shares on-market at roughly €179 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.8m. Insiders have been net sellers, collectively disposing of €5.8m more than they bought in the last 12 months.
Recent Insider Transactions • Jul 31Executive VP recently sold €1.8m worth of stockOn the 26th of July, Phillippe Lord sold around 10k shares on-market at roughly €185 per share. This transaction amounted to 10.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €3.3m.
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$6.38 (vs US$5.08 in 2Q 2023)Second quarter 2024 results: EPS: US$6.38 (up from US$5.08 in 2Q 2023). Revenue: US$1.70b (up 8.2% from 2Q 2023). Net income: US$231.6m (up 24% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €163, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 123% over the past three years.
お知らせ • Jun 15Meritage Homes Corporation to Report Q2, 2024 Results on Jul 24, 2024Meritage Homes Corporation announced that they will report Q2, 2024 results After-Market on Jul 24, 2024
Upcoming Dividend • Jun 07Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 7.2% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.0%).
Declared Dividend • May 20First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 14th June 2024 Payment date: 28th June 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (39% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to decline by 3.2% over the next 3 years. However, it would need to fall by 92% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 18Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on June 28, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share. This dividend is payable on June 28, 2024 to shareholders of record as of the close of trading on June 14, 2024.
New Risk • Apr 26New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.7% per year for the foreseeable future. Minor Risks Short dividend paying track record (1 year of continuous dividend payments). Significant insider selling over the past 3 months (€372k sold).
お知らせ • Apr 26Meritage Homes Corporation Updates Earnings Guidance for the Full Year 2024Meritage Homes Corporation updated earnings guidance for the full year 2024. The company updated diluted EPS to be in the range of $19.20 - $20.70.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$5.12 (vs US$3.58 in 1Q 2023)First quarter 2024 results: EPS: US$5.12 (up from US$3.58 in 1Q 2023). Revenue: US$1.47b (up 15% from 1Q 2023). Net income: US$186.0m (up 42% from 1Q 2023). Profit margin: 13% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 29Meritage Homes Corporation to Report Q1, 2024 Results on Apr 24, 2024Meritage Homes Corporation announced that they will report Q1, 2024 results on Apr 24, 2024
お知らせ • Mar 15Raymond Oppel to Retire from Meritage Homes Board of Directors, Effective May 16, 2024Meritage Homes Corporation announced that board director Raymond Oppel will not seek re-election to the Board at the Company’s upcoming annual meeting of shareholders and will retire from his position effective May 16, 2024. Mr. Oppel joined Meritage’s Board in 1997 and during his tenure, chaired the Executive Compensation Committee. He is currently a member of the Executive Compensation and Land Committees.
Recent Insider Transactions • Mar 14Executive VP recently sold €372k worth of stockOn the 13th of March, Phillippe Lord sold around 3k shares on-market at roughly €149 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €1.9m.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 29 March 2024. Payout ratio is a comfortable 5.4% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.2%).
Declared Dividend • Feb 26Fourth quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 14th March 2024 Payment date: 29th March 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.5%. Payout Ratios Payout ratio: 5%. Cash payout ratio: 12%.
お知らせ • Feb 23+ 1 more updateMeritage Homes Corporation Declares Quarterly Dividend, Payable on March 29, 2024Meritage Homes Corporation announced that its Board of Directors has declared a quarterly dividend of $0.75 per share, which increased from the $0.27 per share quarterly dividend in 2023. This dividend is payable on March 29, 2024 to shareholders of record as of the close of trading on March 15, 2024.
Reported Earnings • Feb 01Full year 2023 earnings released: EPS: US$20.17 (vs US$27.04 in FY 2022)Full year 2023 results: EPS: US$20.17 (down from US$27.04 in FY 2022). Revenue: US$6.14b (down 2.4% from FY 2022). Net income: US$738.7m (down 26% from FY 2022). Profit margin: 12% (down from 16% in FY 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 11Meritage Homes Corporation, Annual General Meeting, Mar 24, 2024Meritage Homes Corporation, Annual General Meeting, Mar 24, 2024.
お知らせ • Dec 15Meritage Homes Corporation to Report Q4, 2023 Results on Jan 31, 2024Meritage Homes Corporation announced that they will report Q4, 2023 results After-Market on Jan 31, 2024
Upcoming Dividend • Dec 07Upcoming dividend of US$0.27 per share at 0.7% yieldEligible shareholders must have bought the stock before 14 December 2023. Payment date: 29 December 2023. Payout ratio is a comfortable 3.7% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (4.7%).
Recent Insider Transactions • Dec 06Executive VP recently sold €938k worth of stockOn the 1st of December, Phillippe Lord sold around 7k shares on-market at roughly €134 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €3.8m.
お知らせ • Nov 17+ 1 more updateMeritage Homes Corporation Announces Quarterly Cash Dividend, Payable on December 29, 2023Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend on its common stock of $0.27 per share. This dividend is payable on December 29, 2023 to shareholders of record as of the close of trading on December 15, 2023.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €122, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €73.43 per share.
Reported Earnings • Nov 02Third quarter 2023 earnings released: EPS: US$6.06 (vs US$7.18 in 3Q 2022)Third quarter 2023 results: EPS: US$6.06 (down from US$7.18 in 3Q 2022). Revenue: US$1.62b (up 2.2% from 3Q 2022). Net income: US$221.8m (down 16% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 01Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter 2023Meritage Homes Corporation provided earnings guidance for the fourth quarter 2023. The company expects diluted EPS to be in the range of $4.84-5.43 for the fourth quarter of 2023.
お知らせ • Sep 22Meritage Homes Corporation to Report Q3, 2023 Results on Oct 31, 2023Meritage Homes Corporation announced that they will report Q3, 2023 results After-Market on Oct 31, 2023
Upcoming Dividend • Sep 07Upcoming dividend of US$0.27 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 September 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 2.3% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).
お知らせ • Aug 24Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on September 29, 2023Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend on its common stock of $0.27 per share. This dividend is payable on September 29, 2023 to shareholders of record as of the close of trading on September 15, 2023.
Recent Insider Transactions • Aug 03CFO & Executive VP recently sold €912k worth of stockOn the 31st of July, Hilla Sferruzza sold around 7k shares on-market at roughly €136 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Hilla has been a net seller over the last 12 months, reducing personal holdings by €2.1m.
お知らせ • Jul 28Meritage Homes Corporation Provides Earnings Guidance for the Year 2023Meritage Homes Corporation provided earnings guidance for the year 2023. As the housing market continues to normalize, the company are projecting 13,300-13,800 home closings for full year 2023, which the company anticipates will generate home closing revenue of $5.85-6.07 billion. Home closing gross margin is projected to be in the low 24% range. The company expects diluted EPS to be in the range of $19.12-19.80 for full year 2023.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: US$5.08 (vs US$6.82 in 2Q 2022)Second quarter 2023 results: EPS: US$5.08 (down from US$6.82 in 2Q 2022). Revenue: US$1.57b (up 11% from 2Q 2022). Net income: US$186.8m (down 25% from 2Q 2022). Profit margin: 12% (down from 18% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 25Meritage Homes Corporation(NYSE:MTH) dropped from Russell 2000 Growth-Defensive IndexMeritage Homes Corporation(NYSE:MTH) dropped from Russell 2000 Growth-Defensive Index
お知らせ • Jun 16Meritage Homes Corporation to Report Q2, 2023 Results on Jul 27, 2023Meritage Homes Corporation announced that they will report Q2, 2023 results After-Market on Jul 27, 2023
お知らせ • Jun 15Meritage Homes Corporation Appoints Dennis V. Arriola as Independent DirectorMeritage Homes Corporation announced the appointment of Dennis V. Arriola as an independent director to its Board of Directors, as part of its board refreshment process. His appointment brings the Board of Directors to a total of 12. The Board plans to consider Mr. Arriola for appointment to one or more board committees over the course of the next several regularly scheduled board meetings. Mr. Arriola currently serves as an Operating Partner at Sandbrook Capital, a private equity firm focused on transforming energy infrastructure investments. Previously, he was the chief executive officer of Avangrid Inc., where he led the growth of the utilities and renewables business groups while strengthening investor engagement. Mr. Arriola brings to the Meritage Board nearly 30 years of leadership experience and a deep background in the utility and clean energy sectors, with more than 15 years serving as an executive officer. Throughout his distinguished business career, his positions included chief sustainability officer, executive vice president and group president at Sempra Energy; chairman, president and chief executive officer of Southern California Gas Company and chief financial officer of solar technology company SunPower Corporation, San Diego Gas & Electric, and Southern California Gas Company. His public company director experience includes ConocoPhillips currently and Avangrid Inc. formerly. Mr. Arriola also currently serves on the board of the Automobile Club of Southern California (AAA) and previously served on the boards of Edison Electric Institute, U.S. Chamber of Commerce, the California Latino Economic Institute, California Business Roundtable and American Gas Association. His nonprofit board memberships have included United Way of Greater Los Angeles, Latino Donor Collaborative, Southern California Leadership Council, San Diego Symphony Orchestra Association, and San Diego Foundation. Mr. Arriola holds an MBA from Harvard University and received a bachelor’s degree in economics from Stanford University.
Upcoming Dividend • Jun 07Upcoming dividend of US$0.27 per share at 0.8% yieldEligible shareholders must have bought the stock before 14 June 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 1.1% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%).
お知らせ • May 19Meritage Homes Corporation Announces Quarterly Cash Dividend, Payable on June 30, 2023Meritage Homes Corporation announced that its Board of Directors has declared a quarterly cash dividend on its common stock of $0.27 per share. This dividend is payable on June 30, 2023 to shareholders of record as of the close of trading on June 15, 2023.
Recent Insider Transactions • May 02Executive VP recently sold €445k worth of stockOn the 28th of April, Phillippe Lord sold around 4k shares on-market at roughly €114 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.6m. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €2.7m.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$3.58 (vs US$5.87 in 1Q 2022)First quarter 2023 results: EPS: US$3.58 (down from US$5.87 in 1Q 2022). Revenue: US$1.29b (flat on 1Q 2022). Net income: US$131.3m (down 40% from 1Q 2022). Profit margin: 10% (down from 17% in 1Q 2022). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Mar 12Executive VP recently sold €560k worth of stockOn the 3rd of March, Phillippe Lord sold around 5k shares on-market at roughly €104 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.6m. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €2.2m.
Recent Insider Transactions • Feb 26Executive VP recently sold €1.6m worth of stockOn the 22nd of February, Phillippe Lord sold around 15k shares on-market at roughly €101 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Phillippe has been a net seller over the last 12 months, reducing personal holdings by €1.7m.
お知らせ • Feb 17Meritage Homes Corporation Initiates Quarterly Cash Dividend, Payable on March 31, 2023Meritage Homes Corporation announced that its Board of Directors has approved the initiation of a recurring quarterly cash dividend on its common stock of $0.27 per share. The first dividend will be paid on March 31, 2023 to shareholders of record as of the close of trading on March 15, 2023.
Recent Insider Transactions • Feb 06Chief People Officer & Executive VP recently sold €738k worth of stockOn the 3rd of February, Javier Feliciano sold around 7k shares on-market at roughly €106 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months.
Reported Earnings • Feb 03Full year 2022 earnings released: EPS: US$27.04 (vs US$19.61 in FY 2021)Full year 2022 results: EPS: US$27.04 (up from US$19.61 in FY 2021). Revenue: US$6.29b (up 22% from FY 2021). Net income: US$992.2m (up 35% from FY 2021). Profit margin: 16% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 04Meritage Homes Corporation to Report Q4, 2022 Results on Feb 01, 2023Meritage Homes Corporation announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 01, 2023
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: US$7.18 (vs US$5.33 in 3Q 2021)Third quarter 2022 results: EPS: US$7.18 (up from US$5.33 in 3Q 2021). Revenue: US$1.58b (up 25% from 3Q 2021). Net income: US$262.5m (up 31% from 3Q 2021). Profit margin: 17% (in line with 3Q 2021). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 27Meritage Homes Corporation Provides Earnings Guidance for the Fourth Quarter of 2022Meritage Homes Corporation provided earnings guidance for the fourth quarter of 2022. The company expects diluted EPS to be in the range of $6.50 to $7.40 for the fourth quarter of 2022.
お知らせ • Sep 28Meritage Homes Corporation to Report Q3, 2022 Results on Oct 26, 2022Meritage Homes Corporation announced that they will report Q3, 2022 results After-Market on Oct 26, 2022
Recent Insider Transactions • Sep 02Independent Director recently sold €156k worth of stockOn the 31st of August, Gerald Haddock sold around 2k shares on-market at roughly €78.23 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 17Insider recently sold €86k worth of stockOn the 15th of August, Alison Sasser sold around 1k shares on-market at roughly €86.35 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$6.82 (vs US$4.43 in 2Q 2021)Second quarter 2022 results: EPS: US$6.82 (up from US$4.43 in 2Q 2021). Revenue: US$1.42b (up 11% from 2Q 2021). Net income: US$250.1m (up 49% from 2Q 2021). Profit margin: 18% (up from 13% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 16%, compared to a 3.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01Meritage Homes Corporation to Report Q2, 2022 Results on Jul 27, 2022Meritage Homes Corporation announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 27, 2022
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €63.50, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 9x in the Consumer Durables industry in Germany. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €70.07 per share.
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: US$5.87 (vs US$3.50 in 1Q 2021)First quarter 2022 results: EPS: US$5.87 (up from US$3.50 in 1Q 2021). Revenue: US$1.29b (up 19% from 1Q 2021). Net income: US$217.3m (up 65% from 1Q 2021). Profit margin: 17% (up from 12% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 23%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 19Meritage Homes Corporation Names Malissia Clinton Its Executive Vice President, General Counsel and SecretaryMeritage Homes Corporation announced the hiring of Malissia Clinton as its executive vice president, general counsel and secretary. Ms. Clinton joins Meritage after 12 years at The Aerospace Corporation, where she most recently served as the senior vice president, general counsel and secretary. Previously, she was the senior counsel for special projects at Northrop Grumman. Following law school, Ms. Clinton worked as a litigator at the law firm Tuttle and Taylor. She serves as a board director of 3D Systems Corporation and its Compliance Committee Chair as well as a board director of Pacaso. She was formerly a board director of Progyny Inc. and a member of its Nominating and Corporate Governance Committee. Additionally, she is a board director of the Arizona State University Foundation and previously was the former chair of the Aerospace Diversity Action Committee and board director of the National Defense Industrial Association. Ms. Clinton received a bachelor’s degree in political science at Arizona State University, earned a Juris Doctor from Stanford Law School and completed the UCLA Anderson School’s Executive Program in Business Management. Ms. Clinton will be based at Meritage’s headquarters in Scottsdale. She replaces C. Timothy White who retired in December 2021.
お知らせ • Apr 01Meritage Homes Corporation to Report Q1, 2022 Results on Apr 27, 2022Meritage Homes Corporation announced that they will report Q1, 2022 results After-Market on Apr 27, 2022
Recent Insider Transactions • Mar 15Executive VP recently sold €96k worth of stockOn the 8th of March, Phillippe Lord sold around 1k shares on-market at roughly €86.68 per share. In the last 3 months, they made an even bigger sale worth €2.3m. Phillippe has been a seller over the last 12 months, reducing personal holdings by €2.9m.
Recent Insider Transactions • Mar 09Executive VP recently sold €2.3m worth of stockOn the 2nd of March, Phillippe Lord sold around 25k shares on-market at roughly €91.48 per share. This was the largest sale by an insider in the last 3 months. Phillippe has been a seller over the last 12 months, reducing personal holdings by €3.2m.
Reported Earnings • Jan 28Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$19.61 (up from US$11.23 in FY 2020). Revenue: US$5.14b (up 14% from FY 2020). Net income: US$737.4m (up 74% from FY 2020). Profit margin: 14% (up from 9.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 20%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 27Meritage Homes Corporation Provides Earnings Guidance for the Fiscal Year 2022Meritage Homes Corporation provided earnings guidance for the fiscal year 2022. For the period, the company expects diluted EPS to be in the range of $23.15-24.65 for 2022.
Recent Insider Transactions • Dec 08Executive Chairman recently sold €6.6m worth of stockOn the 6th of December, Steven Hilton sold around 62k shares on-market at roughly €107 per share. This was the largest sale by an insider in the last 3 months. Steven has been a seller over the last 12 months, reducing personal holdings by €11m.
Recent Insider Transactions • Nov 27Executive Chairman recently sold €4.0m worth of stockOn the 19th of November, Steven Hilton sold around 38k shares on-market at roughly €106 per share. This was the largest sale by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.
Recent Insider Transactions • Oct 31General Counsel recently sold €1.2m worth of stockOn the 29th of October, C. White sold around 13k shares on-market at roughly €95.20 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €8.8m more than they bought in the last 12 months.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$5.33 (vs US$2.90 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.27b (up 11% from 3Q 2020). Net income: US$200.8m (up 84% from 3Q 2020). Profit margin: 16% (up from 9.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year whereas the company’s share price has increased by 41% per year.
お知らせ • Aug 25Meritage Homes Launches New Enhancements to Its Digital Homebuying ExperienceMeritage Homes Corporation announced new innovative enhancements that allow customers to choose a homebuying path that aligns with their personal shopping style. Over the last several years, technology has transformed the homebuying process. What was once only accomplished through a live, in-person process, can now be completed virtually, in whole or in part. With 97% of homebuyers starting their search online, Meritage’s website provides extensive resources to homebuyers starting their home purchase journey. Whether they are buying their first home or a homebuying veteran, Meritage’s Buyers Resources provide customers with helpful videos and articles on home ownership and financing as well as highlights of its specific energy-efficient and healthy home offerings. The digital solutions then guide customers through a curated search of available inventory and offer virtual tours of its models. Customers that find their dream home can then qualify for a mortgage, electronically remit their earnest deposit, sign their sales agreement and even close on a home online in states that allow it. To expand on the suite of offered digital financial services, Meritage customers can now also receive guaranteed on-demand homeowners’ insurance quotes on their selected home. In addition, prospective customers and owners can get around-the-clock information and support through Meritage’s Virtual Assistant Liaison (VAL), or interactive chatbot feature now available on the company’s website. Before ever stepping foot in the door, prospective homebuyers can get a sense of how it would feel to live in a Meritage home by viewing photos, floorplans, online video tours, interactive maps and digital community brochures with a few clicks. To accommodate consumers’ lifestyles, Meritage also recently launched self-guided tours in partnership with UTour in select locations. Prospective buyers can easily sign-up for a no-contact tour of a model home on the website, and then tour the home after hours at their convenience.
Recent Insider Transactions • Aug 18Executive VP & COO recently sold €85k worth of stockOn the 16th of August, Clinton Szubinski sold around 875 shares on-market at roughly €97.39 per share. In the last 3 months, there was an even bigger sale from another insider worth €561k. Clinton has been a seller over the last 12 months, reducing personal holdings by €166k.
Recent Insider Transactions • Aug 06Executive VP recently sold €561k worth of stockOn the 3rd of August, Phillippe Lord sold around 6k shares on-market at roughly €93.56 per share. This was the largest sale by an insider in the last 3 months. Phillippe has been a seller over the last 12 months, reducing personal holdings by €2.7m.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$4.43 (vs US$2.41 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.28b (up 24% from 2Q 2020). Net income: US$167.4m (up 85% from 2Q 2020). Profit margin: 13% (up from 8.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
