Meritage Homes CORP (MTH) research
Meritage Homes CORP- Sector
- Consumer products
- Last price
- $63.25
- As of
Meritage Homes CORP (MTH): 7 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-25.
As of . Source: SEC EDGAR filings for MTH. Method and limitations.
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- highCONSENSUS_BUY
4 tracked funds increased MTH this 2026Q2, institutional consensus
- highCONSENSUS_BUY
3 tracked funds increased MTH this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
Point72 Asset Management, L.P. cut 88% of MTH (2026Q2)
- mediumNEW_POSITION
MILLENNIUM MANAGEMENT LLC new position in MTH
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 64% of MTH (2026Q2)
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Every signal on MTH, as it fires
You are seeing 5 of 30 signals recorded on MTH since 2026-06-09.
The five above landed across 2 days. The other 25 were recorded on 3 other days. 23 of the 30 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in MTH (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 59001A102 · 2026Q2 | $154.2M | 0.11% | , |
| GREENHAVEN ASSOCIATES INCCUSIP 59001A102 · 2026Q2 | $108.8M | 1.26% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 59001A102 · 2026Q2 | $94M | 0.03% | , |
| D. E. Shaw & Co., Inc.CUSIP 59001A102 · 2026Q2 | $17.1M | 0.01% | , |
| CITADEL ADVISORS LLCCUSIP 59001A102 · 2026Q2 | $10.7M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 59001A102 · 2026Q2 | $2.6M | 0.00% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 59001ABF8 · 2026Q2 | $1.5M | 0.00% | , |
| Bridgewater Associates, LPCUSIP 59001A102 · 2026Q2 | $250K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, MTH
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
MTH against its peers
MTH's return on equity of 8.7% ranks in the 31st percentile of 23 Consumer products sub-industry peers, fiscal periods ending between 2025-07-31 and 2026-06-30.
| Metric | MTH | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | n/a | 3.1B | n/a | 25 |
| Gross margin | n/a | 41.6% | n/a | 21 |
| Operating margin | n/a | 9.8% | n/a | 22 |
| Net margin | n/a | 5.8% | n/a | 25 |
| Return on equity | 8.7% | 12.4% | 31 | 23 |
| P / E | 10.0x | 16.1x | 28 | 19 |
Peers (25): CVCO, IPAR, MHO, IBP, ELF, KBH, TMHC, WDFC, CENT, NWL, COTY, WHR, SONO, MHK, TOL, ODC, SGI, LEG, HLF, EPC, LZB, CRCT, LGIH, BRBR, SN. Fiscal periods ending between 2025-07-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (MTH: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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