Every 8-K that Meritage Homes Corporation (MTH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MTH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MTH filings page.
Meritage Homes Corporation (MTH) reports that its Board of Directors amended the company’s Amended and Restated Bylaws. The amendments reduce the stock ownership threshold required for stockholders to call a special meeting from at least 50% of the common stock to at least 25%, following stockholder approval of an advisory proposal at the 2026 Annual Meeting of Stockholders. The Board also established a mandatory retirement age for directors of 75 years old, so no person may be elected or reelected as a director after reaching that age. The amended Bylaws, marked to show these changes, are included as an exhibit.
Meritage Homes Corporation reported second quarter 2026 results with home closing revenue of $1.4 billion, down 14% from 2025, on 3,725 homes closed and a 4% lower average sales price of $373,000. Home closing gross margin fell to 18.3% from 21.1%, and net earnings declined 38% to $90.6 million, or $1.37 diluted EPS (adjusted diluted EPS $1.42).
Orders decreased 9% to 3,575 homes, while ending backlog slipped to 1,715 homes valued at $661.9 million. Meritage ended June 30, 2026 with $807 million in cash, no borrowings on its revolving credit facility, and a net debt-to-capital ratio of 17.1%. The company returned $131 million to shareholders in the quarter via dividends and $100 million of share repurchases, and refinanced its revolver, increasing capacity to $980 million. Management now expects full-year 2026 home closing volume and revenue to be around 5% below 2025, and notes revenue could be lower if incentives increase.
Meritage Homes Corporation entered into a Twelfth Amendment to its Amended and Restated Credit Agreement, increasing the revolving credit facility size to $980.0 million. The amendment also adjusts key terms of this corporate borrowing arrangement.
The accordion feature was modified to allow the facility size to be raised to $1.470 billion, subject to certain conditions. The maturity date was extended from July 9, 2030 to June 24, 2031, and the reference adjusted SOFR rate was revised.
Meritage Homes Corporation reported the results of its annual stockholder meeting held on May 21, 2026. Stockholders elected six Class I directors, each receiving over 52.8 million votes in favor with relatively low opposition.
Stockholders ratified Deloitte & Touche LLP as independent registered public accounting firm with 58.1 million votes for. They also approved, on an advisory basis, executive compensation and a reduction of the ownership threshold to call a special meeting to 25%, while a separate shareholder proposal to further change special meeting rights did not pass.
Meritage Homes reported weaker first quarter 2026 results as slowing demand and higher incentives pressured profitability. Home closing revenue fell to $1.1 billion, down 17% year-over-year, on 13% fewer closings and a 5% lower average sales price of $373,000.
Home closing gross margin declined to 17.5% from 22.0%, reflecting heavier incentives, higher lot costs and lower fixed-cost leverage, partially offset by cost savings. Net earnings dropped 55% to $55 million, with diluted EPS at $0.82 versus $1.69 a year earlier; adjusted diluted EPS was $0.86.
Orders softened, with 3,664 homes ordered, a 5% decline, and backlog value down 12% to $711 million. Despite the tougher backdrop, the company maintained a strong balance sheet with $767 million in cash, net debt-to-capital of 17.4%, and 345 active communities. It repurchased $130 million of stock and paid $32 million in dividends.
Meritage Homes Corporation reported that its Executive Compensation Committee approved higher 2026 incentive compensation for several senior executives under their existing employment agreements. Effective January 1, 2026, target annual cash bonuses rise to $4,000,000 for CEO Phillippe Lord, $1,600,000 for CFO Hilla Sferruzza, $756,000 for EVP and General Counsel Malissia Clinton, and $412,000 for EVP and Chief People Officer Javier Feliciano.
The committee also raised target annual equity incentive values for Lord to $6,000,000 and for Feliciano to $901,250. About half of each equity award will be time-based restricted stock units and half performance-based shares. The performance portion will be tied 70% to targeted adjusted return on equity and 30% to three-year relative total shareholder return versus the company’s peer group. Compensation for Executive Chairman Steven J. Hilton and EVP Austin Woffinden remains unchanged.
Meritage Homes Corporation reported a planned change in its Board of Directors. On February 17, 2026, director Dennis V. Arriola notified the company that he will step down from the Board effective March 31, 2026. The company states that his resignation is not due to any disagreement with the company.
In line with its amended and restated bylaws, the Board has decided to reduce its size from 12 to 11 directors, effective upon Mr. Arriola’s resignation. This filing does not announce any new financial results or major transactions, but simply updates investors on the company’s governance structure.
Meritage Homes Corporation filed a current report to let investors know it has released its financial results for the quarterly and annual period ended December 31, 2025. The company announced these results in a press release dated January 28, 2026, which is attached as Exhibit 99.1.
The press release, which includes forward-looking statements and a discussion of factors that may affect future results, is being furnished rather than filed under Item 2.02. No detailed financial figures appear in this report itself; they are contained in the accompanying exhibit.
Meritage Homes Corporation reported that it has released financial results for the quarterly period ended September 30, 2025. The company announced these results through a press release dated October 28, 2025, which also includes information about forward-looking statements and factors that could affect future performance.
The press release has been furnished as an exhibit to this report, meaning it is provided for informational purposes under rules that limit its use in certain legal contexts.