Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$4.9B
166M shares
52-week range
$26.30 – $36.00
41% from low
Sector
REAL ESTATE
Exchange
NYSE
CS
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. The company generates a key portion of its revenue from Option fee revenues and a smaller portion of revenue from Development loan income.
www.millroseproperties.comNo one on the platform currently holds MRP.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 687,065 | $19.2M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-06 | $0.7700 | 2026-07-15 |
| 2026-04-02 | $0.7600 | 2026-04-15 |
| 2026-01-05 | $0.7500 | 2026-01-15 |
| 2025-10-03 | $0.7300 | 2025-10-15 |
| 2025-07-03 | $0.6900 | 2025-07-15 |
| 2025-04-04 | $0.3800 | 2025-04-15 |
No one on the platform has traded MRP yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $817M | +36.4% | $3.11 | $3.09–$3.13 | 9.7× | 2 |
| 2027 | $861M | +5.4% | $3.26 | $3.18–$3.34 | 9.3× | 2 |
| 2028 | $858M | -0.3% | $3.02 | $2.93–$3.12 | 10.0× | 1 |
| 2029 | $1.2B | +42.0% | $2.94 | $2.85–$3.03 | 10.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 5 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.75 | $0.76 | +0.9% |
| 2026-05-06 | $0.77 | $0.74 | -3.5% |
| 2026-02-26 | $0.74 | $0.74 | +0.0% |
| 2025-10-23 | $0.74 | $0.63 | -14.9% |
| 2025-07-31 | $0.74 | $0.68 | -8.1% |
| $4.0B |
| — |
| IRTIndependence Realty Trust, Inc. | $16.79 | +0.84% | $4.0B | — |
| KRCKilroy Realty Corporation | $36.24 | -0.55% | $4.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
$MRP we’re financing up to $1.25 billion of a $2.25 billion deal? We should get pretty good land option terms on this one. I expect revenues next year over a billion and free cash flow over $4. Where are the analysts on this deal? They should be boosting targets to over $40 … I guess they need a little more clarity and certainty that the deal closes in q4 but WOW this is big!
View on StockTwits ↗$MRP Dream Finders Homes to Acquire Beazer Homes, Creating Sixth-Largest U.S. Homebuilder https://www.businesswire.com/news/home/20260806292783/en/Dream-Finders-Homes-to-Acquire-Beazer-Homes-Creating-Sixth-Largest-U.S.-Homebuilder
View on StockTwits ↗$MRP break out! Starting to see some nibbling on longer term $35 calls.
View on StockTwits ↗$MRP Can risk last weeks lows ... setting up for IPO expansion
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-4-millrose-properties-inc-stock/ $MRP Millrose Properties Earnings Transcript
View on StockTwits ↗$MRP Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.76 up 11.76% YoY • Reported revenue of $196.85M up 32.11% YoY
View on StockTwits ↗$MRP if you want the math take the quarterly AFFO run rate of 80 cents times 4 = $3.20 per year times a 10x to 12x multiple, gives you a price target range of $32.00 to $38.40 While you wait for the price appreciation, you are earning a dividend yield over 10%.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.