Market Cap 4.65B
Revenue (ttm) 600.46M
Net Income (ttm) 379.86M
EPS (ttm) N/A
PE Ratio 10.57
Forward PE N/A
Profit Margin 63.26%
Debt to Equity Ratio 0.59
Volume 983,300
Avg Vol 1,484,164
Day's Range N/A - N/A
Shares Out 154.23M
Stochastic %K 70%
Beta 0.39
Analysts Strong Sell
Price Target $37.17

Company Profile

Millrose Properties, Inc. is the premier homesite option platform for residential homebuilders. The company specializes in the acquisition and horizontal development of land to provide a predictable, just-in-time supply of finished homesites – the scarcest and mission-critical resource in the homebuilding industry. Unlike traditional land bankers, Millrose utilizes a proprietary technology platform that provides real-time feedback and data analytics to drive acquisition decisions. Every transact...

Industry: REIT - Residential
Sector: Real Estate
Phone: 212 782 3841
Address:
600 Brickell Avenue, Suite 1400, Miami, United States
MidwestWhale
MidwestWhale Aug. 17 at 2:04 PM
0 · Reply
MidwestWhale
MidwestWhale Aug. 17 at 2:00 PM
$MRP right now it’s trading below its asset book value of $36 and ignoring the fact that those assets are generating $700M in revenue per year. Add those values together and you could get to $74… I’ll be happy when it gets into the $40’s - last year it was $36 with much less revenue. Misunderstood stock - but note that BlackRock owns a large chunk - they get it . Should be a core holding for all.
0 · Reply
AviRun2Moon
AviRun2Moon Aug. 17 at 1:30 PM
$MRP fair value $74
0 · Reply
Demacrap
Demacrap Aug. 14 at 10:02 PM
$MRP going to 35 niggas
0 · Reply
Trader_Ty
Trader_Ty Aug. 13 at 1:04 PM
$MRP tradeable if weekly close holds over the breakout
1 · Reply
MidwestWhale
MidwestWhale Aug. 12 at 2:30 PM
$MRP I think we can grind our way above $30 today…
0 · Reply
MidwestWhale
MidwestWhale Aug. 11 at 12:19 PM
$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!
0 · Reply
MidwestWhale
MidwestWhale Aug. 7 at 12:33 PM
$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
0 · Reply
MidwestWhale
MidwestWhale Aug. 5 at 1:40 PM
$MRP break out! Starting to see some nibbling on longer term $35 calls.
1 · Reply
Trader_Ty
Trader_Ty Aug. 5 at 12:23 PM
$MRP Can risk last weeks lows ... setting up for IPO expansion
0 · Reply
Latest News on MRP
Millrose Properties Earnings Call Transcript: Q2 2026

Aug 4, 2026, 10:00 AM EDT - 14 days ago

Millrose Properties Earnings Call Transcript: Q2 2026


Millrose Properties Earnings release: Q2 2026

Aug 4, 2026, 10:00 AM EDT - 14 days ago

Millrose Properties Earnings release: Q2 2026


Millrose Properties Slides: Q2 2026

Aug 4, 2026, 10:00 AM EDT - 14 days ago

Millrose Properties Slides: Q2 2026


Millrose Properties Quarterly report: Q2 2026

Aug 4, 2026, 10:00 AM EDT - 14 days ago

Millrose Properties Quarterly report: Q2 2026


Millrose Properties reports Q2 AFFO 77c vs 69c last year

2026-08-04T12:10:23.000Z - 15 days ago

Millrose Properties reports Q2 AFFO 77c vs 69c last year


Millrose Properties Announces Quarterly Dividend Payment

Jun 23, 2026, 4:15 PM EDT - 2 months ago

Millrose Properties Announces Quarterly Dividend Payment


Millrose Properties management to meet with JMPS-Citizens

2026-06-11T12:43:39.000Z - 2 months ago

Millrose Properties management to meet with JMPS-Citizens


Millrose Properties reports Q1 AFFO 76c vs 39c last year

2026-05-07T06:27:45.000Z - 3 months ago

Millrose Properties reports Q1 AFFO 76c vs 39c last year


Millrose Properties sees FY26 AFFO growth roughly 10% y/y

2026-05-07T06:26:44.000Z - 3 months ago

Millrose Properties sees FY26 AFFO growth roughly 10% y/y


Millrose Properties Earnings Call Transcript: Q1 2026

May 6, 2026, 10:00 AM EDT - 3 months ago

Millrose Properties Earnings Call Transcript: Q1 2026


Millrose Properties Earnings release: Q1 2026

May 6, 2026, 10:00 AM EDT - 3 months ago

Millrose Properties Earnings release: Q1 2026


Millrose Properties Slides: Q1 2026

May 6, 2026, 10:00 AM EDT - 3 months ago

Millrose Properties Slides: Q1 2026


Millrose Properties Quarterly report: Q1 2026

May 6, 2026, 10:00 AM EDT - 3 months ago

Millrose Properties Quarterly report: Q1 2026


Millrose Properties Proxy statement: Proxy filing

Apr 2, 2026, 8:00 AM EDT - 4 months ago

Millrose Properties Proxy statement: Proxy filing


Millrose Properties Proxy statement: Proxy filing

Apr 2, 2026, 8:00 AM EDT - 4 months ago

Millrose Properties Proxy statement: Proxy filing


Millrose Properties files automatic mixed securities shelf

2026-03-31T20:20:18.000Z - 5 months ago

Millrose Properties files automatic mixed securities shelf


REITs Have Been Rocked, These 4 Now Pay Up To 14.6%

Mar 28, 2026, 10:10 AM EDT - 5 months ago

REITs Have Been Rocked, These 4 Now Pay Up To 14.6%

IIPR MFA SBRA


Millrose Properties Slides: Investor presentation

Feb 27, 2026, 6:00 AM EST - 6 months ago

Millrose Properties Slides: Investor presentation


Millrose Properties Earnings Call Transcript: Q4 2025

Feb 26, 2026, 10:00 AM EST - 6 months ago

Millrose Properties Earnings Call Transcript: Q4 2025


Millrose Properties Annual report: Q4 2025

Feb 26, 2026, 10:00 AM EST - 6 months ago

Millrose Properties Annual report: Q4 2025


Millrose Properties Earnings release: Q4 2025

Feb 26, 2026, 10:00 AM EST - 6 months ago

Millrose Properties Earnings release: Q4 2025


Millrose Properties Slides: Q4 2025

Feb 26, 2026, 10:00 AM EST - 6 months ago

Millrose Properties Slides: Q4 2025


Millrose Properties Announces Tax Treatment of 2025 Dividends

Jan 26, 2026, 8:00 AM EST - 7 months ago

Millrose Properties Announces Tax Treatment of 2025 Dividends


Final Trades: Melrose, Exxon, Semis and the INDA

Dec 23, 2025, 1:30 PM EST - 8 months ago

Final Trades: Melrose, Exxon, Semis and the INDA

INDA XOM SMH


Millrose Properties initiated with a Buy at BTIG

2025-12-01T22:20:37.000Z - 9 months ago

Millrose Properties initiated with a Buy at BTIG


Lennar Announces Final Results of Exchange Offer

Nov 26, 2025, 8:00 AM EST - 9 months ago

Lennar Announces Final Results of Exchange Offer


Lennar Announces Preliminary Results of Exchange Offer

Nov 24, 2025, 8:00 AM EST - 9 months ago

Lennar Announces Preliminary Results of Exchange Offer


Lennar Confirms Expiration Date of Exchange Offer

Nov 18, 2025, 7:45 AM EST - 9 months ago

Lennar Confirms Expiration Date of Exchange Offer


Lennar Announces Extension of Expiration Date of Exchange Offer

Oct 31, 2025, 4:30 PM EDT - 10 months ago

Lennar Announces Extension of Expiration Date of Exchange Offer


Millrose Properties price target raised to $38 from $34 at Citi

2025-10-29T10:52:08.000Z - 10 months ago

Millrose Properties price target raised to $38 from $34 at Citi


Millrose Properties Earnings Call Transcript: Q3 2025

Oct 23, 2025, 10:00 AM EDT - 10 months ago

Millrose Properties Earnings Call Transcript: Q3 2025


Millrose Properties Quarterly report: Q3 2025

Oct 23, 2025, 10:00 AM EDT - 10 months ago

Millrose Properties Quarterly report: Q3 2025


Millrose Properties Earnings release: Q3 2025

Oct 23, 2025, 10:00 AM EDT - 10 months ago

Millrose Properties Earnings release: Q3 2025


Millrose Properties Slides: Q3 2025

Oct 23, 2025, 10:00 AM EDT - 10 months ago

Millrose Properties Slides: Q3 2025


Lennar Launches Exchange Offer of Millrose Stock for Lennar Stock

Oct 10, 2025, 7:00 AM EDT - 11 months ago

Lennar Launches Exchange Offer of Millrose Stock for Lennar Stock


Millrose Properties initiated with an Outperform at Citizens JMP

2025-10-08T08:55:13.000Z - 11 months ago

Millrose Properties initiated with an Outperform at Citizens JMP


Millrose Properties initiated with a Buy at Lucid Capital

2025-09-22T10:45:07.000Z - 11 months ago

Millrose Properties initiated with a Buy at Lucid Capital


Millrose Properties Earnings Call Transcript: Q2 2025

Jul 31, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Earnings Call Transcript: Q2 2025


Millrose Properties Quarterly report: Q2 2025

Jul 31, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Quarterly report: Q2 2025


Millrose Properties Earnings release: Q2 2025

Jul 31, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Earnings release: Q2 2025


Millrose Properties Slides: Q2 2025

Jul 31, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Slides: Q2 2025


Millrose Properties Earnings Call Transcript: Q1 2025

May 14, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Earnings Call Transcript: Q1 2025


Millrose Properties Quarterly report: Q1 2025

May 14, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Quarterly report: Q1 2025


Millrose Properties Earnings release: Q1 2025

May 14, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Earnings release: Q1 2025


Millrose Properties Slides: Q1 2025

May 14, 2025, 10:00 AM EDT - 1 year ago

Millrose Properties Slides: Q1 2025


Lennar Completes Acquisition of Rausch Coleman Homes

Feb 10, 2025, 5:11 PM EST - 1 year ago

Lennar Completes Acquisition of Rausch Coleman Homes


Lennar Completes Spin-off of Millrose Properties

Feb 7, 2025, 8:49 AM EST - 1 year ago

Lennar Completes Spin-off of Millrose Properties


Millrose Properties Set to Join S&P SmallCap 600

Feb 5, 2025, 6:28 PM EST - 1 year ago

Millrose Properties Set to Join S&P SmallCap 600

LEN


MidwestWhale
MidwestWhale Aug. 17 at 2:04 PM
0 · Reply
MidwestWhale
MidwestWhale Aug. 17 at 2:00 PM
$MRP right now it’s trading below its asset book value of $36 and ignoring the fact that those assets are generating $700M in revenue per year. Add those values together and you could get to $74… I’ll be happy when it gets into the $40’s - last year it was $36 with much less revenue. Misunderstood stock - but note that BlackRock owns a large chunk - they get it . Should be a core holding for all.
0 · Reply
AviRun2Moon
AviRun2Moon Aug. 17 at 1:30 PM
$MRP fair value $74
0 · Reply
Demacrap
Demacrap Aug. 14 at 10:02 PM
$MRP going to 35 niggas
0 · Reply
Trader_Ty
Trader_Ty Aug. 13 at 1:04 PM
$MRP tradeable if weekly close holds over the breakout
1 · Reply
MidwestWhale
MidwestWhale Aug. 12 at 2:30 PM
$MRP I think we can grind our way above $30 today…
0 · Reply
MidwestWhale
MidwestWhale Aug. 11 at 12:19 PM
$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!
0 · Reply
MidwestWhale
MidwestWhale Aug. 7 at 12:33 PM
$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
0 · Reply
MidwestWhale
MidwestWhale Aug. 5 at 1:40 PM
$MRP break out! Starting to see some nibbling on longer term $35 calls.
1 · Reply
Trader_Ty
Trader_Ty Aug. 5 at 12:23 PM
$MRP Can risk last weeks lows ... setting up for IPO expansion
0 · Reply
EarningsInsider
EarningsInsider Aug. 4 at 8:11 PM
https://www.marketbeat.com/earnings/reports/2026-8-4-millrose-properties-inc-stock/ $MRP Millrose Properties Earnings Transcript
0 · Reply
StocktwitsEarnings
StocktwitsEarnings Aug. 4 at 1:18 PM
$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
0 · Reply
m_23nyc
m_23nyc Aug. 4 at 1:15 PM
$MRP surprised this isn't at least over $30
0 · Reply
MidwestWhale
MidwestWhale Aug. 4 at 1:12 PM
$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%.
1 · Reply
MidwestWhale
MidwestWhale Aug. 4 at 1:04 PM
$MRP strong and very undervalued in my opinion
0 · Reply
Demacrap
Demacrap Aug. 4 at 12:44 PM
$MRP looks good I think
0 · Reply
m_23nyc
m_23nyc Aug. 4 at 12:39 PM
$MRP where are earnings?
0 · Reply
princerobk
princerobk Aug. 4 at 4:52 AM
0 · Reply
Jagr99
Jagr99 Aug. 2 at 2:57 PM
$MRP position started @ 28. Undervalued.
0 · Reply
MidwestWhale
MidwestWhale Jul. 27 at 7:17 PM
$MRP I expect some positive price movement with earnings on 8/4 before the bell.
0 · Reply
m_23nyc
m_23nyc Jun. 30 at 5:56 PM
$MRP buying
0 · Reply
_Quad7Capital_
_Quad7Capital_ Jun. 29 at 8:42 PM
$MRP $LEN https://seekingalpha.com/instablog/3949741-quad-7-capital/6311376-sleep-well-at-night-earning-10-percent-here
0 · Reply