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Millrose Properties gives homebuilders efficient land access and offers investors income exposure backed by residential real estate.
Millrose Properties, Inc. (MRP) Q4 2025 Earnings Call Transcript
Millrose Properties remains a "Buy" with a 9.7% dividend yield and a business model insulated from home price volatility. MRP's portfolio yield is rising, driven by non-Lennar deals at 11%, with run-rate FFO now at $0.77 and potential for further dividend increases. The risk of builders walking away from lots is mitigated by contractual protections and positive gross margins, making the dividend secure.
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, "Millrose" or the "Company"), the Homesite Option Purchase Platform for residential homebuilders, today announced financial results for the fourth quarter and full year ended December 31, 2025. "2025 was a defining year for Millrose," said Darren Richman, Chief Executive Officer and President. "Despite a cautious homebuilding environment, our platform gained strong industry traction – exceeding our expectations. We surpassed our stre.
The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.
Shares of Millrose Properties, Inc. (NYSE: MRP - Get Free Report) have been given a consensus recommendation of "Buy" by the five research firms that are covering the company, MarketBeat.com reports. One research analyst has rated the stock with a hold recommendation, three have given a buy recommendation and one has issued a strong buy recommendation
The S&P 600 SmallCap index offers select high-yield 'dividend dogs' with analyst-projected net gains of 31% to 61% by February 2026. Adamas Trust stands out as the only stock ranking in the top ten for yield, target price, and total return, with positive free cash flow supporting its dividend. Only five of 56 high-yield S&P 600 stocks meet the 'IDEAL' criteria: annual dividends from $1K invested exceed share price and are covered by free cash flow.
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the Homesite Option Purchase Platform for residential homebuilders, today announced that it will release its financial results for the fourth quarter and full year ended December 31, 2025, before the market opens on Thursday, February 26, 2026. The Company will host a conference call the same day at 10:00 AM ET. The conference call and webcast, as well as relevant earnings materials, will be available through the investo.
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose” or the “Company”), the Homesite Option Purchase Platform for residential homebuilders, today announced the final income allocations of the Company's 2025 dividend distributions on its common stock. The final dividend allocations, as they will be reported on Form 1099-DIV, are set forth in the following table: NYSE: MRP Class A common stock CUSIP: 601137102 Class B common stock CUSIP: 601137201 Record Date Payment Date Dist.
Sumitomo Mitsui Trust Group Inc. cut its holdings in shares of Millrose Properties, Inc. (NYSE: MRP) by 21.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 132,486 shares of the company's stock after selling 36,106 shares during
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Millrose Properties is upgraded to 'buy' after a 10% pullback and a 2.7% dividend increase, offering a 10.3% yield. MRP's revenues remain resilient despite Lennar's margin pressures, with contractual protections and diversified homesite pools mitigating counterparty risk. New builder agreements diversify MRP's portfolio, command higher yields, and support further dividend growth, with FFO ramping and additional deal capacity.
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the Homesite Option Purchase Platform for residential homebuilders, today 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. “Millrose's first year as a public company has been defined by disciplined growth and d.
Dallas-based Permian Investment Partners sold more than 1 million shares of Millrose Properties in the third quarter. The move contributed to a net position reduction of about $19.9 million.
683 Capital Management LLC cut its stake in shares of Millrose Properties, Inc. (NYSE: MRP) by 14.4% during the undefined quarter, according to its most recent filing with the SEC. The institutional investor owned 303,800 shares of the company's stock after selling 51,200 shares during the period. 683 Capital Management LLC owned approximately
New York City-based Brave Warrior Advisors sold nearly 2.5 million shares of Millrose Properties in the third quarter. The position value decreased by $43.5 million from the previous period.
New York City-based Newtyn Management sold 807,135 shares of Millrose Properties, reducing its position by $23 million in the third quarter. The transaction represented approximately 2.8% of reported 13F assets under management.
MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP) ("Millrose" or the "Company") today issued the following statement in connection with the completion of Lennar Corporation's (NYSE: LEN and LEN.B) (“Lennar”) previously disclosed offer to exchange shares of Millrose Class A common stock for shares of Lennar Class A common stock. "The completion of this exchange represents an important milestone in Millrose's evolution as an independent public company, further diversifying our shareho.
MIAMI , Nov. 26, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar") announced today the final results of its previously announced offer to exchange up to 33,298,764 shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") Class A stock it owns (approximately 20% of the total outstanding Millrose stock) for outstanding shares of Lennar Class A common stock (the "Exchange Offer"). The Exchange Offer expired at 12:00 midnight, New York City time, on November 21, 2025 (the "Expiration Date").
Lennar (LEN) said its offer to exchange up to roughly 33.3 million Millrose Properties (MRP) Class A shares for outstanding Lennar Class A stock was oversubscri