View Future GrowthMillrose Properties 過去の業績過去 基準チェック /56Millrose Propertiesは、平均年間92.1%の収益成長を遂げていますが、 Specialized REITs業界の収益は、年間 成長しています。収益は、平均年間9.7% 228.2%収益成長率で 成長しています。 Millrose Propertiesの自己資本利益率は8.1%であり、純利益率は62.6%です。主要情報92.11%収益成長率890.64%EPS成長率Specialized REITs 業界の成長18.00%収益成長率228.24%株主資本利益率8.14%ネット・マージン62.60%前回の決算情報30 Jun 2026最近の業績更新お知らせ • Jul 16Millrose Properties, Inc. to Report Q2, 2026 Results on Aug 04, 2026Millrose Properties, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026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 • 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 • 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 • 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すべての更新を表示Recent updatesSeeking Alpha • 8hMillrose Properties: A Secure Dividend And Capital Appreciation PotentialSummary Millrose Properties offers a secure 10.8% dividend yield, with shares presenting over 10% upside to fair value and a total return potential exceeding 20%. MRP’s business model, akin to selling out-of-the-money put options on housing, is insulated from builder terminations unless home prices decline by over 10%-15%. Portfolio diversification away from Lennar continues, with non-Lennar deals now at $2.8 billion and a weighted portfolio yield of 9.2%. MRP’s 100% payout policy limits future dividend growth, but the current high yield and margin cushion support a continued 'Buy' rating. Read the full article on Seeking Alphaライブニュース • Jul 31Millrose Properties Enters New Partnership to Fund Multifamily Land and Development ProjectsMillrose Properties has entered a new partnership with JPI and Kennedy Lewis Investment Management, closing the first acquisition in a land banking facility that will fund Class A multifamily land purchases and development, with Millrose acquiring and funding the sites while JPI advances projects. The arrangement extends Millrose Properties’ existing homesite option platform into multifamily housing alongside its for-sale and build-to-rent programs, adding another channel for deploying capital into residential projects. Millrose Properties shares trade at $28.22, with the stock down 5.4% year to date as of 29 July 2026. This new facility gives Millrose Properties a defined role as a permanent capital provider to JPI’s multifamily pipeline, which may influence the mix and timing of future cash flows. The main watchpoint is execution risk around project selection and development outcomes in the multifamily segment, since Millrose is committing capital earlier in the asset life cycle.お知らせ • Jul 16Millrose Properties, Inc. to Report Q2, 2026 Results on Aug 04, 2026Millrose Properties, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026Declared Dividend • Jun 26First quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 6th July 2026 Payment date: 15th July 2026 Dividend yield will be 9.7%, which is higher than the industry average of 3.9%.お知らせ • Jun 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on July 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $127.9 million, or $0.77, per share of Class A and Class B common stock. The dividend will be paid on July 15, 2026, to shareholders of record as of July 6, 2026.Recent Insider Transactions • May 14CEO & President recently bought US$6.4m worth of stockOn the 11th of May, Darren Richman bought around 235k shares on-market at roughly US$27.31 per share. This transaction amounted to 89% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Darren's only on-market trade for the last 12 months.ライブニュース • May 12Millrose Properties Plans US$500 Million Land Banking Role in Dream Finders Beazer DealMillrose Properties plans to provide land banking capital to support Dream Finders Homes’ proposed acquisition of Beazer Homes. As part of the arrangement, Millrose intends to acquire homesites currently owned by Beazer Homes to support Dream Finders’ capital-efficient growth and preserve its balance sheet flexibility. Millrose has received a letter from Goldman Sachs indicating a high level of confidence that financing of up to US$500m can be arranged for the transaction. The potential land banking role positions Millrose as a capital partner in a sizable housing transaction, tying its prospects to execution of the Dream Finders and Beazer deal and to demand for the acquired homesites. Investors may want to watch for final transaction terms, financing costs, and timing, because these factors will influence Millrose’s risk exposure and potential returns from the land banking commitment.New Risk • May 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.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 StatesDeclared Dividend • Mar 26Fourth quarter dividend of US$0.76 announcedShareholders will receive a dividend of US$0.76. Ex-date: 2nd April 2026 Payment date: 15th April 2026 Dividend yield will be 10%, which is higher than the industry average of 3.9%.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.Buy Or Sell Opportunity • Feb 12Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$31.45. The fair value is estimated to be US$39.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 109% in 2 years. Earnings are forecast to grow by 140% in the next 2 years.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, 2026Upcoming Dividend • Dec 29Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 15 January 2026. Trailing yield: 9.9%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (4.3%).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.Buy Or Sell Opportunity • Dec 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$29.76. The fair value is estimated to be US$37.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 109% in 2 years. Earnings are forecast to grow by 140% in the next 2 years.Buy Or Sell Opportunity • Nov 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to US$29.50. The fair value is estimated to be US$37.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 87% in a year. Earnings are forecast to grow by 127% in the next year.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, 2025Upcoming Dividend • Sep 26Upcoming dividend of US$0.73 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 15 October 2025. Trailing yield: 8.1%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.9%).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)New Risk • Aug 03New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 9.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. High level of non-cash earnings (23% accrual ratio).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 IndexUpcoming Dividend • Jun 26Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 15 July 2025. Trailing yield: 9.2%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (3.8%).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.Recent Insider Transactions • May 29Independent Director recently bought US$499k worth of stockOn the 20th of May, Patrick Bartels bought around 18k shares on-market at roughly US$28.49 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$13m more in shares than they have sold in the last 12 months.Recent Insider Transactions • May 23Independent Director recently bought US$499k worth of stockOn the 20th of May, Patrick Bartels bought around 18k shares on-market at roughly US$28.49 per share. This transaction increased Patrick's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$13m more in shares than they have sold in the last 12 months.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, 2025Seeking Alpha • Mar 20Millrose Properties Is A Compelling Opportunity As Its Business RampsSummary Millrose Properties shares surged 10% following its first quarterly dividend announcement and anticipated earnings run-rate, making it an attractive investment. MRP, spun out from Lennar, holds attractive land assets, offering a 10.8% yield and targeting a 7% ROE, with potential for improvement. Despite current discounts due to Lennar's stake and market pressures, MRP's diverse portfolio and strategic deals with other builders promise stable cash flows. With a fair value target of $28, MRP offers 25% upside, including dividends, making it a compelling buy in the housing sector. Read the full article on Seeking Alpha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 • Feb 19Insufficient 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.収支内訳Millrose Properties の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:MRP 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Jun 267614762031 Mar 267134632031 Dec 2560040527030 Sep 2541121791030 Jun 2523248155031 Mar 2583-124214031 Dec 240-246246030 Sep 240-238238030 Jun 240-258234031 Mar 240-232221031 Dec 230-2102100質の高い収益: MRPは 高品質の収益 を持っています。利益率の向上: MRPの現在の純利益率 (62.6%)は、昨年(20.7%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: MRPの収益は過去 5 年間で年間92.1%増加しました。成長の加速: MRPの過去 1 年間の収益成長率 ( 890.7% ) は、5 年間の平均 ( 年間92.1%を上回っています。収益対業界: MRPの過去 1 年間の収益成長率 ( 890.7% ) はSpecialized REITs業界12%を上回りました。株主資本利益率高いROE: MRPの 自己資本利益率 ( 8.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YReal-estate 、過去の業績が好調な企業。View Financial Health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2026/08/04 23:28終値2026/08/04 00:00収益2026/06/30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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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 • Jul 16Millrose Properties, Inc. to Report Q2, 2026 Results on Aug 04, 2026Millrose Properties, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026
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
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 • 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 • 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 • 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
Seeking Alpha • 8hMillrose Properties: A Secure Dividend And Capital Appreciation PotentialSummary Millrose Properties offers a secure 10.8% dividend yield, with shares presenting over 10% upside to fair value and a total return potential exceeding 20%. MRP’s business model, akin to selling out-of-the-money put options on housing, is insulated from builder terminations unless home prices decline by over 10%-15%. Portfolio diversification away from Lennar continues, with non-Lennar deals now at $2.8 billion and a weighted portfolio yield of 9.2%. MRP’s 100% payout policy limits future dividend growth, but the current high yield and margin cushion support a continued 'Buy' rating. Read the full article on Seeking Alpha
ライブニュース • Jul 31Millrose Properties Enters New Partnership to Fund Multifamily Land and Development ProjectsMillrose Properties has entered a new partnership with JPI and Kennedy Lewis Investment Management, closing the first acquisition in a land banking facility that will fund Class A multifamily land purchases and development, with Millrose acquiring and funding the sites while JPI advances projects. The arrangement extends Millrose Properties’ existing homesite option platform into multifamily housing alongside its for-sale and build-to-rent programs, adding another channel for deploying capital into residential projects. Millrose Properties shares trade at $28.22, with the stock down 5.4% year to date as of 29 July 2026. This new facility gives Millrose Properties a defined role as a permanent capital provider to JPI’s multifamily pipeline, which may influence the mix and timing of future cash flows. The main watchpoint is execution risk around project selection and development outcomes in the multifamily segment, since Millrose is committing capital earlier in the asset life cycle.
お知らせ • Jul 16Millrose Properties, Inc. to Report Q2, 2026 Results on Aug 04, 2026Millrose Properties, Inc. announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026
Declared Dividend • Jun 26First quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 6th July 2026 Payment date: 15th July 2026 Dividend yield will be 9.7%, which is higher than the industry average of 3.9%.
お知らせ • Jun 24Millrose Properties Announces Class A and Class B Quarterly Dividend, Payable on July 15, 2026Millrose Properties, Inc. announced that its Board of Directors has declared a quarterly cash dividend of approximately $127.9 million, or $0.77, per share of Class A and Class B common stock. The dividend will be paid on July 15, 2026, to shareholders of record as of July 6, 2026.
Recent Insider Transactions • May 14CEO & President recently bought US$6.4m worth of stockOn the 11th of May, Darren Richman bought around 235k shares on-market at roughly US$27.31 per share. This transaction amounted to 89% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Darren's only on-market trade for the last 12 months.
ライブニュース • May 12Millrose Properties Plans US$500 Million Land Banking Role in Dream Finders Beazer DealMillrose Properties plans to provide land banking capital to support Dream Finders Homes’ proposed acquisition of Beazer Homes. As part of the arrangement, Millrose intends to acquire homesites currently owned by Beazer Homes to support Dream Finders’ capital-efficient growth and preserve its balance sheet flexibility. Millrose has received a letter from Goldman Sachs indicating a high level of confidence that financing of up to US$500m can be arranged for the transaction. The potential land banking role positions Millrose as a capital partner in a sizable housing transaction, tying its prospects to execution of the Dream Finders and Beazer deal and to demand for the acquired homesites. Investors may want to watch for final transaction terms, financing costs, and timing, because these factors will influence Millrose’s risk exposure and potential returns from the land banking commitment.
New Risk • May 07New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
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
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
Declared Dividend • Mar 26Fourth quarter dividend of US$0.76 announcedShareholders will receive a dividend of US$0.76. Ex-date: 2nd April 2026 Payment date: 15th April 2026 Dividend yield will be 10%, which is higher than the industry average of 3.9%.
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.
Buy Or Sell Opportunity • Feb 12Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at US$31.45. The fair value is estimated to be US$39.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 109% in 2 years. Earnings are forecast to grow by 140% in the next 2 years.
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
Upcoming Dividend • Dec 29Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 05 January 2026. Payment date: 15 January 2026. Trailing yield: 9.9%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (4.3%).
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.
Buy Or Sell Opportunity • Dec 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$29.76. The fair value is estimated to be US$37.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 109% in 2 years. Earnings are forecast to grow by 140% in the next 2 years.
Buy Or Sell Opportunity • Nov 17Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.4% to US$29.50. The fair value is estimated to be US$37.33, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 87% in a year. Earnings are forecast to grow by 127% in the next year.
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
Upcoming Dividend • Sep 26Upcoming dividend of US$0.73 per shareEligible shareholders must have bought the stock before 03 October 2025. Payment date: 15 October 2025. Trailing yield: 8.1%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (3.9%).
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)
New Risk • Aug 03New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 9.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. High level of non-cash earnings (23% accrual ratio).
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
Upcoming Dividend • Jun 26Upcoming dividend of US$0.69 per shareEligible shareholders must have bought the stock before 03 July 2025. Payment date: 15 July 2025. Trailing yield: 9.2%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (3.8%).
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.
Recent Insider Transactions • May 29Independent Director recently bought US$499k worth of stockOn the 20th of May, Patrick Bartels bought around 18k shares on-market at roughly US$28.49 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$13m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • May 23Independent Director recently bought US$499k worth of stockOn the 20th of May, Patrick Bartels bought around 18k shares on-market at roughly US$28.49 per share. This transaction increased Patrick's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$13m more in shares than they have sold in the last 12 months.
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
Seeking Alpha • Mar 20Millrose Properties Is A Compelling Opportunity As Its Business RampsSummary Millrose Properties shares surged 10% following its first quarterly dividend announcement and anticipated earnings run-rate, making it an attractive investment. MRP, spun out from Lennar, holds attractive land assets, offering a 10.8% yield and targeting a 7% ROE, with potential for improvement. Despite current discounts due to Lennar's stake and market pressures, MRP's diverse portfolio and strategic deals with other builders promise stable cash flows. With a fair value target of $28, MRP offers 25% upside, including dividends, making it a compelling buy in the housing sector. Read the full article on Seeking Alpha
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 • Feb 19Insufficient 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.