MHO M/I HOMES, INC.

Last updated: Mar 17, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q3 2025: $50M, Q2 2025: $50M, Q1 2025: $25M, Q3 2024: $25M

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Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $50M vs trailing avg $34M (+50%)

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What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Buyback $151M / FCF $46M = 326% of FCF

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How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 1,600,000 shares = 6.1% of 26,148,509 outstanding (annualized)

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Are officers and directors buying stock with their own money on the open market?

No insider open-market purchases in the last 12 months

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Are insider purchases happening during the same quarters the company is actively buying back stock?

Need both buyback and insider purchase data

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Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $116M (net selling)

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Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 115506702.3x more than bought. 4 C-suite officers among sellers

CREEK PHILLIP G (Ex. Vice President and CFO) sold 2,205 shares on 2026-02-20
Krohne Susan E (Chief Legal Officer, Secretary) sold 661 shares on 2026-02-19
CREEK PHILLIP G (Ex. Vice President and CFO) sold 1,805 shares on 2026-02-18
Krohne Susan E (Chief Legal Officer, Secretary) sold 542 shares on 2026-02-18
SCHOTTENSTEIN ROBERT H (Chairman, CEO & President) sold 16,354 shares on 2026-02-18
SCHOTTENSTEIN ROBERT H (Chairman, CEO & President) sold 10,409 shares on 2026-02-18
SCHOTTENSTEIN ROBERT H (Chairman, CEO & President) sold 541 shares on 2026-02-18
SCHOTTENSTEIN ROBERT H (Chairman, CEO & President) sold 304 shares on 2026-02-18
Krohne Susan E (Chief Legal Officer, Secretary) sold 763 shares on 2026-02-13
CREEK PHILLIP G (Ex. Vice President and CFO) sold 500 shares on 2026-02-13