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The company

Meritage Homes Corporation

MTH · NYSE

Consumer DiscretionaryHomebuildersNot moving yet

MTH stood above a rising 150-day average in 17 of the last 52 weekly readings, and has been out of that trend for the last 8 weeks. It is 11.5% below that average now. Homebuilders: 4% of its 26 stocks in an uptrend (−11 points in four weeks); Consumer Discretionary: 27% (+1 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 8
Industry in uptrend
4% -12 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$10.0M
Officials’ trades on record
3
Institutions holding
371 (-5)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

21 Apr – 20 Oct
5%27%48%Apr 26Jun 26Jul 26Sep 26Oct 26

Homebuilders: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$9.5M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

3 disclosed lines: House 2, Senate 0, executive 1; 2 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$100k–$250k15 May 2026filed 1 Jul 2026
Donna E. Shalala House: U.S. House ClerkFL27sold$1k–$15k4 Jun 2019filed 27 Apr 2020
Donna E. Shalala House: U.S. House ClerkFL27sold$1k–$15k15 May 2019filed 27 Apr 2020

Insiders

Buy orders, 12 months0
Sale orders, 12 months13
Buyers · sellers0 · 7
WhoDidSharesTraded
Alison SasserSVP - Chief Accounting Officersold1,273at $62.1112 May 2026filed 13 May 2026
Austin M. WoffindenEVP, Corp. Ops & Strategysold143at $76.8024 Feb 2026filed 25 Feb 2026
Alison SasserSVP - Chief Accounting Officersold151at $76.8024 Feb 2026filed 25 Feb 2026
Phillippe LordChief Executive Officersold6,688at $76.0523 Feb 2026filed 25 Feb 2026
Phillippe LordChief Executive Officersold25,963at $76.6023 Feb 2026filed 25 Feb 2026
Phillippe LordChief Executive Officersold169at $77.8123 Feb 2026filed 25 Feb 2026
Hilla SferruzzaEVP- Chief Financial Officersold5,110at $76.0023 Feb 2026filed 25 Feb 2026
Hilla SferruzzaEVP- Chief Financial Officersold5,618at $76.6223 Feb 2026filed 25 Feb 2026
Hilla SferruzzaEVP- Chief Financial Officersold200at $77.5923 Feb 2026filed 25 Feb 2026
Javier FelicianoEVP Chief People Officersold2,910at $75.9923 Feb 2026filed 25 Feb 2026
Javier FelicianoEVP Chief People Officersold555at $77.2023 Feb 2026filed 25 Feb 2026
Javier FelicianoEVP Chief People Officersold115at $77.8623 Feb 2026filed 25 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders371-5 on the quarter
New · exited57 · 62
Reported value$5.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202612,228,015$1.0B+503,452+4.3%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20264,046,067$339.3M+78,631+2.0%
FMR LLCadded · filed 13 Aug 20263,916,619$328.4M+328,569+9.2%
STATE STREET CORPadded · filed 7 Aug 20263,594,997$301.4M+140,265+4.1%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,896,044$242.8M+13,234+0.5%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 20262,873,406$240.9M-4,562−0.2%
Capital World Investorsadded · filed 12 Aug 20262,042,101$171.2M+54,251+2.7%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 20261,839,080$154.2M+438,051+31.3%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,718,277$144.1M+56,536+3.4%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 20261,443,063$121.0M+45,274+3.2%
31 Mar 2023 – 30 Jun 2026
256314372Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Donald J. Trump Executive branchWhite House Office · last 15 May 20260 · 1
Alison Sasser Company insiderSVP - Chief Accounting Officer · last 12 May 20260 · 22
Steven J. Hilton Company insiderExecutive Chairman · last 12 May 20264 · 43
Austin M. Woffinden Company insiderEVP, Corp. Ops & Strategy · last 23 Mar 20260 · 3
Hilla Sferruzza Company insiderEVP- Chief Financial Officer · last 23 Mar 20260 · 52
Javier Feliciano Company insiderEVP Chief People Officer · last 23 Mar 20260 · 15
Malissia Clinton Company insiderEVP - Gen. Counsel, Secretary · last 23 Mar 20260 · 2
Phillippe Lord Company insiderChief Executive Officer · last 23 Mar 20260 · 37
Dana Bradford Company insiderDirector · last 19 Feb 20264 · 2
Deborah A. Henretta Company insiderDirector · last 19 Feb 20260 · 0
Erin N. Lantz Company insiderDirector · last 19 Feb 20260 · 0
Geisha J. Williams Company insiderDirector · last 19 Feb 20260 · 0

Same industry

TPC Tutor PeriniJust dropped out-6%
DHI D.R. HortonNot moving yet-4%
CVCO Cavco IndustriesNot moving yet-4%
TOL Toll BrothersNot moving yet-5%
NVR NvrNot moving yet-5%
PHM PulteGroupNot moving yet-6%
SPHL Springview HoldingsNot moving yet-8%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 202526.1%
Share count trendFY 2025 · to 9 Feb 2026-2.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$775.2M
Free cash flowFY 2025 · to 31 Dec 2025$92.6M

Analyst forecasts

No analyst forecasts yet.