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 7,433 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
10% more capital invested
Capital invested by funds: $2.86B [Q1] → $3.14B (+$283M) [Q2]
1.51% more ownership
Funds ownership: 69.9% [Q1] → 71.41% (+1.51%) [Q2]
8% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $13.5M
0% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]
4% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 89
3% less funds holding
Funds holding: 426 [Q1] → 415 (-11) [Q2]
26% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 148
Research analyst outlook
We haven’t received any recent analyst ratings for MRP.
Financial journalist opinion
Based on 6 articles about MRP published over the past 30 days
Positive
Seeking Alpha
1 day ago
Millrose Properties: An 8% Investment-Grade Dividend Yield From American Land Banking
Millrose Properties is paying out a substantial dividend yield of 8% following its spinoff from Lennar earlier this year. The REIT is trading at a small discount to its book value per share and is targeting a dividend payout ratio of 100% of AFFO. An investment-grade rating and a conservatively leveraged balance sheet reduce MRP's overall risk profile.
Neutral
The Motley Fool
3 weeks ago
Millrose Q2 Revenue Up 0.06%
Millrose Q2 Revenue Up 0.06%
Neutral
Business Wire
3 weeks ago
Millrose Properties, Inc. Announces Pricing of Upsized $1.25 Billion Senior Notes Offering
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP) (“Millrose” or the “Company”) announced today the pricing of its private offering (the “Offering”) of $1.25 billion aggregate principal amount of its 6.375% Senior Notes due 2030 (the “Notes”), representing a $250 million upsize from the previously announced offering size, at an initial offering price of 100.000% of the principal amount plus accrued interest, if any, from August 7, 2025. The Offering is expected to close on August 7,.
Neutral
Business Wire
3 weeks ago
Millrose Properties, Inc. Announces Launch of $1.0 Billion Senior Notes Offering
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP) (“Millrose” or the “Company”) announced today that it plans to offer (the “Offering”) up to $1.0 billion aggregate principal amount of senior notes due 2030 (the “Notes”), subject to market conditions. The Offering will be exempt from the registration requirements of the Securities Act of 1933, as amended (the “Securities Act”). Millrose intends to use the net proceeds of the Offering (i) to repay $500 million principal amount outsta.
Neutral
Business Wire
3 weeks ago
Millrose Properties Reports Strong Second 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 second quarter ended June 30, 2025. "We have witnessed continued adoption of Millrose as a scaled capital solution for homebuilders and land developers during the quarter," stated Darren Richman, Chief Executive Officer and President of Millrose. “Given our robust backlog, pipeline and expand.
Positive
Forbes
4 weeks ago
5 Stocks That Launched New Dividends In This Roller-Coaster Market
Brand new dividends are often the best divvies to buy. Here why.
Neutral
PRNewsWire
1 month ago
Taylor Morrison and Kennedy Lewis Investment Management Agree to Financing Facility for Build-to-Rent Communities
America's Most Trusted Home Builder secures a financial facility arrangement SCOTTSDALE, Ariz. , July 23, 2025 /PRNewswire/ -- America's Most Trusted® Home Builder Taylor Morrison (NYSE: TMHC) and Kennedy Lewis Investment Management (KLIM), an alternative investment manager with approximately $30 billion in assets under management, have entered into a land and construction financing facility agreement, opening $3 billion in capacity for existing and new land opportunities, land development, and construction costs of projects by Taylor Morrison's build-to-rent brand, Yardly.
Positive
Investors Business Daily
1 month 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
1 month 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
1 month 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.
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