View ValuationMillrose Properties 将来の成長Future 基準チェック /16Millrose Properties利益と収益がそれぞれ年間5.5%と7.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.8% 8.1%なると予測されています。主要情報5.5%収益成長率8.14%EPS成長率Specialized REITs 収益成長8.0%収益成長率7.7%将来の株主資本利益率8.84%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報お知らせ • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.すべての更新を表示Recent updatesBoard Change • Jun 04High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director M. Mincey is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 16Millrose Properties, Inc. to Report Q1, 2026 Results on May 06, 2026Millrose Properties, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026Board Change • Apr 15High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director M. Mincey is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 04Millrose Properties, Inc., Annual General Meeting, May 18, 2026Millrose Properties, Inc., Annual General Meeting, May 18, 2026. Location: 600 brickell ave., conference center, miami, fl 33131, United Statesお知らせ • Mar 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on April 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $126.2 million, or $0.76, per share of Class A and Class B common stock. The dividend will be paid on April 15, 2026, to shareholders of record as of April 3, 2026.お知らせ • Feb 03Millrose Properties, Inc. to Report Q4, 2025 Results on Feb 26, 2026Millrose Properties, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026お知らせ • Dec 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on January 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $124.5 million, or $0.75, per share of Class A and Class B common stock. The dividend will be paid on January 15, 2026, to shareholders of record as of January 5, 2026.Board Change • Dec 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.お知らせ • Oct 03Millrose Properties, Inc. to Report Q3, 2025 Results on Oct 23, 2025Millrose Properties, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025お知らせ • Sep 23Millrose Properties, Inc. Announces Quarterly Dividend, Payable on October 15, 2025Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $121.2 million, or $0.73 per share of Class A and Class B common stock. The dividend will be paid on October 15, 2025, to shareholders of record as of October 3, 2025.お知らせ • Sep 22Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)お知らせ • Jul 10Millrose Properties, Inc. to Report Q2, 2025 Results on Jul 31, 2025Millrose Properties, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025お知らせ • Jun 30+ 1 more updateMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive IndexMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive Indexお知らせ • Jun 18Millrose Properties Announces Quarterly Dividend Payment on Class A and Class B Common Stock, Payable on July 15, 2025Millrose Properties, Inc. 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 Quarter one of 2025. The dividend will be paid on July 15, 2025, to shareholders of record as of July 3, 2025.お知らせ • Apr 30Millrose Properties, Inc. to Report Q1, 2025 Results on May 14, 2025Millrose Properties, Inc. announced that they will report Q1, 2025 results Pre-Market on May 14, 2025お知らせ • Mar 19Millrose Properties, Inc. announces Quarterly dividend, payable on April 15, 2025Millrose Properties, Inc. announced Quarterly dividend of USD 0.3800 per share payable on April 15, 2025, ex-date on April 04, 2025 and record date on April 04, 2025.お知らせ • Mar 18Millrose Properties, Inc. Declares Inaugural Dividend, Payable on April 15, 2025Millrose Properties, Inc. announced that its inaugural dividend of $65 million, or $0.38 per share of Class A and Class B common stock. The dividend will be paid on April 15, 2025 to shareholders of record as of April 4, 2025.Board Change • Mar 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.業績と収益の成長予測BMV:MRP * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028858528N/AN/A212/31/2027884533N/A558512/31/2026833514N/A45753/31/20267134633,7563,756N/A12/31/20256004053,6733,673N/A9/30/2025411217-231-231N/A6/30/202523248-694-694N/A3/31/202583-124-386-386N/A12/31/2024N/A-246-917-917N/A9/30/2024N/A-238-242-242N/A6/30/2024N/A-258461461N/A3/31/2024N/A-232-319-319N/A12/31/2023N/A-210-865-865N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MRP *の予測収益成長率 (年間5.5% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: MRP *の収益 ( 5.5% ) MX市場 ( 8.7% ) よりも低い成長が予測されています。高成長収益: MRP *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MRP *の収益 ( 7.7% ) MX市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: MRP *の収益 ( 7.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MRP *の 自己資本利益率 は、3年後には低くなると予測されています ( 8.8 %)。成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/21 15:06終値2026/06/04 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Millrose Properties, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Ryan GilbertBTIGNicholas JosephCitigroup IncAaron HechtCitizens JMP Securities, LLC3 その他のアナリストを表示
お知らせ • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.
Board Change • Jun 04High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director M. Mincey is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 16Millrose Properties, Inc. to Report Q1, 2026 Results on May 06, 2026Millrose Properties, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
Board Change • Apr 15High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director M. Mincey is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 04Millrose Properties, Inc., Annual General Meeting, May 18, 2026Millrose Properties, Inc., Annual General Meeting, May 18, 2026. Location: 600 brickell ave., conference center, miami, fl 33131, United States
お知らせ • Mar 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on April 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $126.2 million, or $0.76, per share of Class A and Class B common stock. The dividend will be paid on April 15, 2026, to shareholders of record as of April 3, 2026.
お知らせ • Feb 03Millrose Properties, Inc. to Report Q4, 2025 Results on Feb 26, 2026Millrose Properties, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
お知らせ • Dec 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on January 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $124.5 million, or $0.75, per share of Class A and Class B common stock. The dividend will be paid on January 15, 2026, to shareholders of record as of January 5, 2026.
Board Change • Dec 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Oct 09Millrose Properties, Inc. Provides Consolidated Earnings Guidance for the Third Quarter and Nine Months Ended September 30, 2025Millrose Properties, Inc. provided consolidated earnings guidance for the third quarter and nine months ended September 30, 2025. Revenues of approximately $179.3 million and $411.0 million for the three and nine months ended September 30, 2025, respectively. Revenues include (i) option fee revenues which is Millrose’s primary source of revenue and represent monthly option payments from Lennar Corporation (“Lennar”) and other customers in consideration for maintenance of a purchase option with respect to a property, and (ii) development loan income from interest on the outstanding loan balance of development loans secured by residential property. Net income of approximately $105.1 million, or $0.63 per share, for the three months ended September 30, 2025. Net income has been impacted by the accelerated payoff of the delayed draw term loan and other expenses related to our recent debt issuance.
お知らせ • Oct 03Millrose Properties, Inc. to Report Q3, 2025 Results on Oct 23, 2025Millrose Properties, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025
お知らせ • Sep 23Millrose Properties, Inc. Announces Quarterly Dividend, Payable on October 15, 2025Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $121.2 million, or $0.73 per share of Class A and Class B common stock. The dividend will be paid on October 15, 2025, to shareholders of record as of October 3, 2025.
お知らせ • Sep 22Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)Millrose Properties, Inc.(NYSE:MRP) dropped from FTSE All-World Index (USD)
お知らせ • Jul 10Millrose Properties, Inc. to Report Q2, 2025 Results on Jul 31, 2025Millrose Properties, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
お知らせ • Jun 30+ 1 more updateMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive IndexMillrose Properties, Inc.(NYSE:MRP) dropped from Russell 1000 Value-Defensive Index
お知らせ • Jun 18Millrose Properties Announces Quarterly Dividend Payment on Class A and Class B Common Stock, Payable on July 15, 2025Millrose Properties, Inc. 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 Quarter one of 2025. The dividend will be paid on July 15, 2025, to shareholders of record as of July 3, 2025.
お知らせ • Apr 30Millrose Properties, Inc. to Report Q1, 2025 Results on May 14, 2025Millrose Properties, Inc. announced that they will report Q1, 2025 results Pre-Market on May 14, 2025
お知らせ • Mar 19Millrose Properties, Inc. announces Quarterly dividend, payable on April 15, 2025Millrose Properties, Inc. announced Quarterly dividend of USD 0.3800 per share payable on April 15, 2025, ex-date on April 04, 2025 and record date on April 04, 2025.
お知らせ • Mar 18Millrose Properties, Inc. Declares Inaugural Dividend, Payable on April 15, 2025Millrose Properties, Inc. announced that its inaugural dividend of $65 million, or $0.38 per share of Class A and Class B common stock. The dividend will be paid on April 15, 2025 to shareholders of record as of April 4, 2025.
Board Change • Mar 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.