MP

Millrose Properties, Inc.

MRP·NYSE

$27.54

-0.18%
Real EstateREIT - Residential

Millrose Properties is a Homesite Option Purchase Platform (“HOPP'R”), an evolution of residential land banking, accelerating homebuilders' capital-efficient growth of controlled land positions. As a publicly traded Homesite Option Purchase Platform, Millrose provides investors with a unique residential real estate backed income-generating investment opportunity historically limited to institutional investors.

At a Glance

Live Snapshot
Market Cap$4.25B
EPS2.4400
P/E Ratio11.29
Earnings Date07/30/2026
m

Millrose Properties, Inc. Street Expectations Map

MRP · NYSE

No Target Data

No analyst price targets available for mrp.

m

Millrose Properties, Inc. Forward Estimates of Revenue

MRP · NYSE
Latest Revenue
600.46M
FY 2025
Avg Estimate
829.97M
FY 2026
Estimate Range
818.18M - 844.16M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

m

Millrose Properties, Inc. Forward Estimates of Net Income

MRP · NYSE
Latest Net Income
379.86M
FY 2025
Avg Estimate
514.45M
FY 2026
Estimate Range
511.65M - 516.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+35.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

m

Millrose Properties, Inc. Forward Estimates of EPS

MRP · NYSE
Latest EPS
2.44
FY 2025
Avg Estimate
$3.10
FY 2026
Estimate Range
$3.08 - $3.11
Analyst Spread

Forward Growth Analysis

Projected Growth+26.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

m

Millrose Properties, Inc. Forward Estimates of EBIT

MRP · NYSE
Latest EBIT
492.17M
FY 2025
Avg Estimate
792.55M
FY 2026
Estimate Range
781.29M - 806.10M
Analyst Spread

Forward Growth Analysis

Projected Growth+61.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

m

Millrose Properties, Inc. Forward Estimates of EBITDA

MRP · NYSE
Latest EBITDA
512.44M
FY 2025
Avg Estimate
792.55M
FY 2026
Estimate Range
781.29M - 806.10M
Analyst Spread

Forward Growth Analysis

Projected Growth+54.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

m

Millrose Properties, Inc. Forward Estimates of SG&A Expense

MRP · NYSE
Latest SG&A Expense
24.96M
FY 2025
Avg Estimate
631.34M
FY 2026
Estimate Range
622.37M - 642.13M
Analyst Spread

Forward Growth Analysis

Projected Growth+2429.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

m

Millrose Properties, Inc. Insider Positioning

MRP · NYSE

During the last 12 months, insiders have purchased $5.98M worth of MRP shares, with no selling activity reported.

3 Months

Bought

202.4K

5.52M

Sold

0

0.00

Net Activity

+5.5M

+$5.52M

3-6 Months

Bought

1.0K

30.66K

Sold

0

0.00

Net Activity

+31K

+$31K

6-9 Months

Bought

13.1K

424.42K

Sold

0

0.00

Net Activity

+424K

+$424K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
RD

Richman Darren

Officer: See Remarks

195.0K shares1 transactions

$5.33M

2
BPJJ

Bartels Patrick J Jr

Director

7.5K shares1 transactions

$244K

3
GMB

Gorson Matthew B.

Director

8.0K shares3 transactions

$234K

4
LKB

Lynch Kathleen B.

Director

1.9K shares1 transactions

$59K

5
NR

Nitkin Robert

Officer: Chief Operating Officer

1.8K shares1 transactions

$49K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $5.98M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

∞:1

Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.

Recent Trend (3 Months)

$5.52M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

5 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.