MTH Meritage Homes CORP

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 3/4 quarters. Q3 2025: $30M, Q2 2025: $0M, Q1 2025: $56M, Q3 2024: $45M

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

Latest quarter $30M vs trailing avg $34M (-11%)

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

Negative FCF ($-235M), cannot compute buyback ratio

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

Missing shares repurchased or outstanding data

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

5 open-market purchases by 3 insiders

ARRIOLA DENNIS V () bought 2,200 shares at $70.00 on 2025-07-25
Keough Joseph () bought 4,000 shares at $66.16 on 2025-06-12
Keough Joseph () bought 5,000 shares at $69.28 on 2025-03-13
HILTON STEVEN J (Executive Chairman) bought 11,000 shares at $74.51 on 2025-02-10
ARRIOLA DENNIS V () bought 20 shares at $77.21 on 2024-12-31

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

Insider buying coincided with company buybacks in 0 of 4 quarters

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

Insiders bought $2M, sold $76M (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 48.1x more than bought. 5 C-suite officers among sellers