Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.1B
166M shares
52-week range
$26.30 – $36.00
45% from low
Sector
REAL ESTATE
Exchange
NYSE
CS
Borrow rate
0.68%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $600.5M |
| Cost of revenue | $0 | $0 | $0 | $87.8M |
| Gross profit | $0 | $0 | $0 | $512.7M |
| Gross margin | — | — | — | 85.4% |
| R&D | $0 | $0 | $0 | $0 |
| Operating income | −$193.1M | −$209.8M | −$246.2M | $486.1M |
| EBITDA | $0 | −$209.8M | −$246.2M | $492.2M |
| Net income | −$144.3M | −$209.8M | −$246.2M | $379.9M |
| Net margin | — | — | — | 63.3% |
| EPS (diluted) | 0.00 | -1.55 | -1.48 | 2.44 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $830M | $3.10 | $3.08–$3.11 | 2 |
| 2027 | $882M | $3.23 | $3.14–$3.32 | 2 |
| 2028 | $862M | $3.02 | $2.89–$3.14 | 1 |
| 2029 | $1.2B | $2.94 | $2.82–$3.06 | 1 |
Forward consensus · source: Financial Modeling Prep
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.
| $4.3B |
| — |
| IRTIndependence Realty Trust, Inc. | $16.79 | -0.71% | $4.0B | — |
| KRCKilroy Realty Corporation | $38.40 | +0.95% | $4.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
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.
$MRP $LEN https://seekingalpha.com/instablog/3949741-quad-7-capital/6311376-sleep-well-at-night-earning-10-percent-here
View on StockTwits ↗$MRP new quarterly dividend declared in case you missed it —- 77 cents —- that’s $3.08 annually on a $29 stock 💰💰💰
View on StockTwits ↗$MRP it’s a steal - Should trade for $34 to $36 at least
View on StockTwits ↗$MRP Share Price: $28.06 Contract Selected: Nov 20, 2026 $30 Calls Buy Zone: $1.06 – $1.31 Target Zone: $1.96 – $2.40 Potential Upside: 74% ROI Time to Expiration: 176 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$MRP Before sharing my thesis which is linked below on Millrose, my key point is simple: this is not a bad business, but it is not a clean shareholder-aligned structure either. The land-banking model, dividend, and balance sheet are attractive, but the Lennar relationship, external management, and dual-class control mean investors should demand a real governance discount. Read more below: https://seekingalpha.com/article/4908120-millrose-properties-the-11-percent-yield-is-attractive-but-governance-risk-limits-the-upside
View on StockTwits ↗https://marketbeat.com/a/8649186/ $MRP Millrose Properties Q1 Earnings Call Highlights
View on StockTwits ↗$MRP Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.74 up 89.74% YoY • Reported revenue of $194.93M up 135.71% YoY • Millrose expects to deploy approximately $1B of additional invested capital by mid-2026, targeting a Q2 exit quarterly AFFO run rate of $0.78$0.80 per share, with full year 2026 capital deployment up to $2B.
View on StockTwits ↗$MRP weekly: first MACD crossover. Also, interesting business model.
View on StockTwits ↗Banking The #Builders $MRP $LEN Also $INVH $AMH $DHI https://talkmarkets.com/article/banking-the-builders-1775924407
View on StockTwits ↗$MRP https://m.youtube.com/watch?v=Rc2PXQZ2PT4&pp=0gcJCcQBo7VqN5tD&ra=m
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.