Meritage Homes (MTH) Raises Its Dividend, Is The Stock Still Undervalued?

Simply Wall St.08-24

Meritage Homes (MTH) has drawn fresh attention to its shareholder return policy after the Board declared a quarterly dividend of $0.48 per share, payable on September 30, 2026, to holders of record on...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2661772242?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4113000-choice2-main-header/1585186663126","is_english":true,"pubTime":"2026-08-24 10:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2661772242","market":"hk","top_or_hot":-1,"title":"Meritage Homes (MTH) Raises Its Dividend, Is The Stock Still Undervalued?","media":"Simply Wall St.","content":"<div>\n<p>Meritage Homes (MTH) has drawn fresh attention to its shareholder return policy after the Board declared a quarterly dividend of $0.48 per share, payable on September 30, 2026, to holders of record on...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-durables/nyse-mth/meritage-homes/news/meritage-homes-mth-raises-its-dividend-is-the-stock-still-un\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meritage Homes (MTH) Raises Its Dividend, Is The Stock Still Undervalued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeritage Homes (MTH) Raises Its Dividend, Is The Stock Still Undervalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-24 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-durables/nyse-mth/meritage-homes/news/meritage-homes-mth-raises-its-dividend-is-the-stock-still-un><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meritage Homes (MTH) has drawn fresh attention to its shareholder return policy after the Board declared a quarterly dividend of $0.48 per share, payable on September 30, 2026, to holders of record on...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-durables/nyse-mth/meritage-homes/news/meritage-homes-mth-raises-its-dividend-is-the-stock-still-un\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7095","symbol_name":"多种金属与采矿","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-durables/nyse-mth/meritage-homes/news/meritage-homes-mth-raises-its-dividend-is-the-stock-still-un","article_id":"2661772242","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4113000-choice2-main-header/1585186663126"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-durables/nyse-mth/meritage-homes/news/meritage-homes-mth-raises-its-dividend-is-the-stock-still-un","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2661772242","pubTimestamp":1787538167,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Meritage Homes (MTH) has drawn fresh attention to its shareholder return policy after the Board declared a quarterly dividend of $0.48 per share, payable on September 30, 2026, to holders of record on September 15.\nSee our latest analysis for Meritage Homes.\nAt a latest share price of $71.68, Meritage Homes has seen short-term share price pressure, with a 7-day share price return down 1.92%. The 90-day share price return of 11.60% comes alongside a 1-year total shareholder return down 8.14%,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7095":"多种金属与采矿","MTH":"Meritage Homes Corp","BK4088":"住宅建筑","MTH.AU":"Mithril Silver and Gold Ltd","XHB":"房屋建筑商指数ETF-SPDR"},"translate_title":"Meritage Homes (MTH) 提高股息，该股仍被低估吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MTH.AU":1.5,"MTH":1.5,"XHB":0.6},"content_text":"Meritage Homes (MTH) has drawn fresh attention to its shareholder return policy after the Board declared a quarterly dividend of $0.48 per share, payable on September 30, 2026, to holders of record on September 15. See our latest analysis for Meritage Homes. At a latest share price of $71.68, Meritage Homes has seen short-term share price pressure, with a 7-day share price return down 1.92%. The 90-day share price return of 11.60% comes alongside a 1-year total shareholder return down 8.14%, which indicates that recent momentum contrasts with a weaker longer-term experience for holders. If this dividend update has you reviewing your portfolio, it can be a good moment to see what else is moving and check out 19 top founder-led companies Meritage Homes now offers a higher cash yield alongside a share price that has moved in different directions over short and long periods. Do the current fundamentals and valuation still skew the risk and reward toward new buyers? AdvertisementMost Popular Narrative: 10.7% Undervalued The most followed valuation narrative currently places Meritage Homes at a fair value of $80.25 compared with the last close at $71.68. This frames the stock as modestly undervalued and raises a clear question about what is driving that gap.  Meritage's significant and accelerating growth in community count, including double-digit expansion for both 2025 and 2026, directly addresses the persistent undersupply of housing in the U.S., positioning the company to capture increased new-home demand and drive future revenue and earnings growth as macro headwinds abate.  Read the complete narrative. Want to see what is behind that community growth story? The narrative refers to steady revenue expansion, firmer margins, and a lower earnings multiple than many Consumer Durables peers. It is worth examining which specific long term assumptions support that fair value and why the discount rate matters so much in this case. Result: Fair Value of $80.25 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Meritage Homes still faces pressure from affordability challenges that can squeeze margins, and limited backlog visibility, which could make future revenue and earnings more volatile if demand softens. Find out about the key risks to this Meritage Homes narrative. Another View on Meritage Homes Valuation The first narrative framed Meritage Homes as modestly undervalued based on forward earnings and analyst assumptions. A simple P/E check presents a different perspective. The stock trades on a 14.2x P/E, which is exactly in line with the US Consumer Durables industry average of 14.2x. The difference appears when looking at the fair ratio. The estimated fair P/E is 20.8x, which is higher than both the industry and Meritage Homes at present. That gap may indicate that the market is either underestimating its earnings power or applying a cautious lens that could persist. Which side of that trade-off seems more reasonable to you? See what the numbers say about this price — find out in our valuation breakdown. NYSE:MTH P/E Ratio as at Aug 2026Next Steps Feeling mixed about the Meritage Homes story after seeing both the valuation gap and the recent share price swings? Act while the facts are fresh and weigh both sides by checking the 2 key rewards and 1 important warning sign. Looking for more investment ideas beyond Meritage Homes? If Meritage Homes has sharpened your focus, do not stop here. The right watchlist can set you up to react quickly when opportunities appear.  Target potential mispriced opportunities by scanning 48 high quality undervalued stocks that pair strong fundamentals with market skepticism. Strengthen your income stream by reviewing 12 dividend fortresses built around companies offering higher yields with a focus on durability. Reduce portfolio stress by checking 75 resilient stocks with low risk scores that filter for resilient stocks with steadier risk profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.49.0","shortVersion":"4.49.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2661772242","isCrawlerRequest":true}