Integrated Advisors Network 13F: Exits Meritage Homes (MTH) Stake

Integrated Advisors Network completely exited its position in Meritage Homes Corporation MTH, selling all 23,578 shares it held in the residential builder. The complete liquidation was disclosed in a Form 13F filing with the Securities and Exchange Commission on October 20, 2026. The firm held 23,578 shares prior to the sale.

MTH Meritage Homes Corporation

$59.32 ▼ -8.49% year to date

1M 3M YTD

Daily close · Oct 21, 2026

Other Institutional Activity in Meritage Homes Corporation

Other large institutional investors have adjusted their portfolios regarding Meritage Homes as well. Two Sigma Investments, LP grew its holdings by 438,090 shares, ending with 1,839,080 shares worth about $109,094,225 in its report filed for June 30, 2026.

Meritage Homes Corporation Stock Down 1.6%

Meritage Homes shares recently traded around $59.32 as of October 22, 2026. The homebuilder carries a dividend rate of $1.92 per share.

Recent Earnings

Meritage Homes reported trailing twelve-month revenue of $5,391,501,824 and a trailing EPS of $4.79. The company posted a net profit margin of 6.1% and a return on equity of 6.4%. Its revenue experienced a year-over-year decline of 13.8%. The company's next earnings report is scheduled for October 28, 2026.

Dividend

The company pays an annual dividend rate of $1.92 per share, which represents a dividend payout ratio of 38.0%.

Insider Buying and Selling at Meritage Homes Corporation

Company insiders have made several transactions over the past year. Chief Financial Officer Hilla Sferruzza disposed of 10,928 shares valued at $834,329 on February 23, 2026. On February 24, 2026, officer Alison Sasser sold 151 shares at $76.80 for a total value of $11,597, and officer Austin M Woffinden sold 143 shares at $76.80 for $10,982. Later, on May 12, 2026, Alison Sasser sold an additional 1,273 shares at $62.11 for a value of $79,066.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the homebuilder in recent months. On July 31, 2026, UBS maintained its Buy rating while raising its price target from $86.00 to $88.00. Truist Securities downgraded the stock to a Hold rating on September 16, 2026, lowering its target from $80.00 to $72.00. Evercore ISI Group maintained an In-Line rating on September 25, 2026, dropping its target from $73.00 to $65.00. Melius Research initiated coverage on October 6, 2026, with a Sell rating and a $59.00 price target. Finally, Goldman Sachs maintained a Buy rating on October 12, 2026, while lowering its price target from $93.00 to $82.00.

About Meritage Homes Corporation

Meritage Homes Corporation designs and builds single-family attached and detached homes across several U.S. states, including Arizona, California, Colorado, Texas, and Florida. Operating through homebuilding and financial services segments, the Scottsdale-based builder constructs houses aimed at entry-level and first move-up buyers. Institutional adjustments and analyst revisions continue to shape market sentiment around the homebuilder.

Bottom Line

Investors are keeping an eye on Meritage Homes as the company prepares to release its next quarterly financial results on October 28, 2026. Future institutional filings and analyst updates will provide further clarity on how large funds view the housing market.