MRP
Millrose Properties, Inc.
About: Millrose Properties Inc is a Holding Company. The company along with its subsidiaries engages in providing operational and capital solutions for home builders and land development companies to finance the acquisition and development of land assets through its Homesite Option Purchase Platform.
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
69.84% more ownership
Funds ownership: 0% [Q4 2024] → 69.84% (+69.84%) [Q1 2025]
26% less call options, than puts
Call options by funds: $21.2M | Put options by funds: $28.6M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
0%
upside
Avg. target
$31
3%
upside
High target
$32
5%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Goldman Sachs Julien Blouin | 5%upside $32 | Buy Maintained | 15 May 2025 |
Citigroup Eric Wolfe | 0%upside $30 | Buy Initiated | 14 Apr 2025 |
Financial journalist opinion
Based on 5 articles about MRP published over the past 30 days
Positive
Investors Business Daily
1 day ago
This IPO Stock Of The Day, A New Spin On Housing Market, Tops Buy Point
Millrose Properties doesn't actually build homes. Yet, the IPO stock is one of the best-performers in the homebuilding group.
Neutral
Business Wire
2 days ago
Millrose Properties Announces Date of Second Quarter 2025 Earnings Release and Conference Call
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the Homesite Option Purchase Platform for residential homebuilders, today announced that it will release its financial results for the second quarter ended June 30, 2025, before the market opens on Thursday, July 31, 2025. The Company will host a conference call the same day at 10:00 AM ET. The conference call and webcast, as well as relevant earnings materials, will be available through the investor relations section of.
Positive
Seeking Alpha
2 weeks ago
Millrose Properties: Attractive Income But Limited Upside (Rating Downgrade)
Millrose Properties has delivered strong, predictable results post-spin, with recurring option fee income and faster-than-expected third-party deal growth. The company offers a nearly 10% dividend yield, paying out all net earnings, making it attractive for income-focused investors but limiting capital appreciation. Shares trade at 0.8x book value, which I view as fair given housing risks and limited ROE upside; my $28 price target remains unchanged.
Neutral
GlobeNewsWire
2 weeks ago
New Home Co. Completes Acquisition of Landsea Homes Corporation
Establishes Top 25 National Homebuilder with Strong Foundation for Growth Establishes Top 25 National Homebuilder with Strong Foundation for Growth
Neutral
Business Wire
3 weeks ago
Millrose Properties Announces Quarterly Dividend Payment
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the Homesite Option Purchase Platform for residential homebuilders, today announced that its Board of Directors has declared a quarterly cash dividend of approximately $114.5 million, or $0.69 per share of Class A and Class B common stock. This marks the first full quarterly dividend declared by Millrose following its spin-off from Lennar Corporation in Q1 2025. The dividend will be paid on July 15, 2025, to shareholders.
Neutral
Business Wire
1 month ago
Millrose Properties Reports First Quarter 2025 Financial Results
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose” or the “Company”), the Homesite Option Purchase Platform for residential homebuilders, today announced its financial results for the first quarter ended March 31, 2025, marking its inaugural earnings report as an independent company following its spin-off from Lennar Corporation (“Lennar”) on February 7, 2025. "This quarter represents an exciting beginning for Millrose Properties as a standalone company," said Darren Richm.
Neutral
Business Wire
2 months ago
Millrose Properties Announces Date of First Quarter 2025 Earnings Release and Conference Call
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the Homesite Option Purchase Platform for residential homebuilders, today announced that it will release its financial results for the first quarter ended March 31, 2025, before the market opens on Wednesday, May 14, 2025. The Company will host a conference call the same day at 10:00 AM ET. The conference call and webcast, as well as relevant earnings materials, will be available through the investor relations section of.
Neutral
Seeking Alpha
2 months ago
Baron Real Estate Fund Q1 2025 Top Contributors And Detractors
Welltower Inc. outperformed due to its strong senior housing portfolio, cyclical and secular growth prospects, and strategic acquisition of Amica. American Tower Corporation showed solid performance driven by carrier bookings and a positive 2025 outlook post its exit from India. Equinix, Inc. and Digital Realty Trust, Inc. underperformed due to valuation normalization, earnings headwinds, and evolving concerns in the data center sector.
Positive
The Motley Fool
3 months ago
Why Millrose Properties Stock Was Winning This Week
For the first time in its (admittedly short) history as a publicly traded real estate investment trust (REIT), Millrose Properties (MRP -0.36%) has declared a dividend, and investors were quite happy about the news.
Positive
Seeking Alpha
3 months ago
Millrose Properties Is A Compelling Opportunity As Its Business Ramps
Millrose Properties shares surged 10% following its first quarterly dividend announcement and anticipated earnings run-rate, making it an attractive investment. MRP, spun out from Lennar, holds attractive land assets, offering a 10.8% yield and targeting a 7% ROE, with potential for improvement. Despite current discounts due to Lennar's stake and market pressures, MRP's diverse portfolio and strategic deals with other builders promise stable cash flows.
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