MRP
Millrose Properties, Inc.
$29.13
-0.51%
$4.8B
No data for this timeframe.
Vol
Market Cap$4.8B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$2.8B
Inst. Activity25 buys / 12 sells
Insider Activity5B / 0S
Insider Net $$5.5M
SEC Reports3
Recent Activity
Jun 12, 2026
short_volume
Short Volume: MRP — 55.2% short (0.3M / 0.6M)
Short: 306,935 | Exempt: 1,813 | TRF Vol: 556,282 | Short Ratio: 55.2% | Off-exchange volume (dark p
May 19, 2026
SEC
Insider cluster at Millrose Properties shows $5.46M in open-market purchases, led by a $5.33M buy from key insider Richm
CLUSTER — Impact 5/10
May 18, 2026
Insider
Gorson Matthew B. bought 4,500 shares
Director @ $26.97 ($121.3K)
May 13, 2026
Insider
BARTELS PATRICK J JR was granted 5,639 shares
Director
May 13, 2026
Insider
MIGOYA CARLOS A. was granted 5,639 shares
Director
May 6, 2026
SEC
Millrose Properties reported Q1 2026 AFFO of $0.76 per share (slightly below $0.77 consensus) and revenue of $194.9M (be
8-K — Impact 4/10
Feb 26, 2026
SEC
Millrose Properties reported strong Q4 and full-year 2025 results, with full-year net income of $2.44 per share and AFFO
8-K — Impact 8/10
Inst.
FMR LLC — ADD
6,526,876 shares ($182.8M)
Price Targets
Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$38.60 (Oct 2025)
Current $29.13
Low $35.00
Median $40.00
High $40.00
5 analysts
$35.00
$40.00
Analyst Ratings
1Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Oct 29, 2025 | Citigroup | MAINTAIN | Buy → Buy |
| Oct 27, 2025 | Freedom Broker | MAINTAIN | Buy → Buy |
| Oct 8, 2025 | JMP Securities | INITIATE | Market Outperform |
| Sep 22, 2025 | LUCID CAPITAL MARKETS | INITIATE | Buy |
| May 15, 2025 | Goldman Sachs | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.76 ▼ -3.2% | $0.76 — $0.76 | 2 | |
| Next Q | $0.80 ▲ +0.6% | $0.79 — $0.80 | 26% YoY | 2 |
| Current FY | $3.10 ▼ -1.1% | $3.09 — $3.12 | 27% YoY | 2 |
| Next FY | $3.23 ▲ +2.2% | $3.14 — $3.32 | 4% YoY | 2 |
Latest Reports
BULLISH
CLUSTER
5/10
Insider cluster at Millrose Properties shows $5.46M in open-market purchases, led by a $5.33M buy from key insider Richm
May 19, 2026
NEUTRAL
8-K
4/10
Millrose Properties reported Q1 2026 AFFO of $0.76 per share (slightly below $0.77 consensus) and revenue of $194.9M (be
May 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $577.2M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $415.8M | — |
| Brave Warrior Advisors, LLC | $238.4M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $194.0M | — |
| FMR LLC | $182.8M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | Gorson Matthew | BUY | $121.3K |
| May 13, 2026 | BARTELS PATRICK | A | $0.00 |
| May 13, 2026 | MIGOYA CARLOS | A | $0.00 |
| May 13, 2026 | Gorson Matthew | A | $0.00 |
| May 13, 2026 | Lynch Kathleen | A | $0.00 |
50 institutional holders with $2.8B total value (98,911,003 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, Brave. Net buying activity: 25 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20,613,499 | $577.2M | 20.8% | ADD +29.5% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14,849,462 | $415.8M | 15.0% | — |
| 3 | Brave Warrior Advisors, LLC | 8,515,897 | $238.4M | 8.6% | ADD +60.0% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6,929,031 | $194.0M | 7.0% | — |
| 5 | FMR LLC | 6,526,876 | $182.8M | 6.6% | ADD +60.2% |
| 6 | STATE STREET CORP | 5,280,012 | $147.8M | 5.3% | — |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,302,950 | $120.5M | 4.4% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 3,000,988 | $84.0M | 3.0% | DOUBLED +293.3% |
| 9 | MORGAN STANLEY | 2,629,052 | $73.6M | 2.7% | — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,287,956 | $64.1M | 2.3% | ADD +29.0% |
| 11 | CITADEL ADVISORS LLC | 2,087,575 | $58.5M | 2.1% | — |
| 12 | Capital World Investors | 1,643,026 | $46.0M | 1.7% | — |
| 13 | Invesco Ltd. | 1,622,895 | $45.4M | 1.6% | DOUBLED +104.8% |
| 14 | Gotham Asset Management, LLC | 1,563,070 | $43.8M | 1.6% | DOUBLED +104.5% |
| 15 | Nuveen, LLC | 1,553,023 | $43.5M | 1.6% | ADD +80.2% |
| 16 | JUPITER ASSET MANAGEMENT LTD | 1,327,530 | $37.2M | 1.3% | NEW |
| 17 | Pacer Advisors, Inc. | 1,227,864 | $34.4M | 1.2% | NEW |
| 18 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1,108,155 | $31.0M | 1.1% | NEW |
| 19 | VANGUARD FIDUCIARY TRUST CO | 958,990 | $26.9M | 1.0% | — |
| 20 | Russell Investments Group, Ltd. | 706,184 | $19.8M | 0.7% | ADD +30.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 4,074,645 | 6,526,876 | +60.2% | $182.8M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 792,366 | 1,622,895 | +104.8% | $45.4M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 764,256 | 1,563,070 | +104.5% | $43.8M | 2026-Q1 |
| Nuveen, LLC | ADD | 861,985 | 1,553,023 | +80.2% | $43.5M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 1,327,530 | — | $37.2M | 2026-Q1 |
| Pacer Advisors, Inc. | NEW | — | 1,227,864 | — | $34.4M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEW | — | 1,108,155 | — | $31.0M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 617,783 | — | $17.3M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 106,806 | 347,235 | +225.1% | $9.7M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 878,368 | 336,511 | -61.7% | $9.4M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 141,815 | 299,336 | +111.1% | $8.4M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 24,339 | 249,732 | +926.1% | $7.0M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 96,311 | 170,062 | +76.6% | $4.8M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | NEAR_EXIT | 672,639 | 167,636 | -75.1% | $4.7M | 2026-Q1 |
| Daiwa Securities Group Inc. | DOUBLED | 63,613 | 151,708 | +138.5% | $4.2M | 2026-Q1 |
| Allianz Asset Management GmbH | DOUBLED | 6,894 | 132,715 | +1825.1% | $3.7M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | NEAR_EXIT | 524,799 | 102,647 | -80.4% | $2.9M | 2026-Q1 |
| ExodusPoint Capital Management, LP | NEAR_EXIT | 819,797 | 95,295 | -88.4% | $2.7M | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 5,011 | 82,093 | +1538.3% | $2.3M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 125,493 | 80,233 | -36.1% | $2.2M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 49,552 | 76,479 | +54.3% | $2.1M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | ADD | 47,081 | 75,509 | +60.4% | $2.1M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 53,300 | 72,600 | +36.2% | $2.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | TRIM | 169,784 | 56,785 | -66.6% | $1.6M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 10,370 | 34,898 | +236.5% | $977.1K | 2026-Q1 |
7 unique insiders with 10 transactions. Net insider value: $5.5M ($5.5M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | Gorson Matthew B. | Director | BUY | 4,500 | $26.97 | $121.3K |
| May 13, 2026 | BARTELS PATRICK J JR | Director | AWARD | 5,639 | — | — |
| May 13, 2026 | MIGOYA CARLOS A. | Director | AWARD | 5,639 | — | — |
| May 13, 2026 | Gorson Matthew B. | Director | AWARD | 5,639 | — | — |
| May 13, 2026 | Lynch Kathleen B. | Director | AWARD | 5,639 | — | — |
| May 13, 2026 | Mincey Mary Alison | Director | AWARD | 5,639 | — | — |
| May 13, 2026 | Presa Rachel | General Counsel and Secretary | BUY | 307 | $26.62 | $8.2K |
| May 11, 2026 | Richman Darren | See Remarks | BUY | 195,000 | $27.31 | $5.3M |
| May 11, 2026 | Presa Rachel | General Counsel and Secretary | BUY | 725 | $27.18 | $19.7K |
| Mar 5, 2026 | Gorson Matthew B. | Director | BUY | 1,000 | $30.67 | $30.7K |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.7/10.
BULLISH
CLUSTER
5/10
Insider cluster at Millrose Properties shows $5.46M in open-market purchases, led by a $5.33M buy fr
May 19, 2026
NEUTRAL
8-K
4/10
Millrose Properties reported Q1 2026 AFFO of $0.76 per share (slightly below $0.77 consensus) and re
May 6, 2026
BULLISH
8-K
8/10
Millrose Properties reported strong Q4 and full-year 2025 results, with full-year net income of $2.4
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Oct 2025): 80% buy across 5 analysts — 1 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Oct 2025. No current recommendation available.
$38.60 mean target (Oct 2025)
$35.00 Low
$40.00 High
| Metric | Value |
|---|---|
| Current Price | $29.13 |
| Target Low | $35.00 |
| Target Mean | $38.60 |
| Target Median | $40.00 |
| Target High | $40.00 |
| # Analysts | 5 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.76 | $0.76 | $0.76 | — | -3.2% | 0↑ 2↓ | $0.2B | 37.4% | 2 |
| Next Q 2026-09-30 |
$0.80 | $0.79 | $0.80 | 26.2% | +0.6% | 1↑ 0↓ | $0.2B | 19.6% | 2 |
| Current FY 2026-12-31 |
$3.10 | $3.09 | $3.12 | 27.3% | -1.1% | 0↑ 2↓ | $0.8B | 39.0% | 2 |
| Next FY 2027-12-31 |
$3.23 | $3.14 | $3.32 | 4.0% | +2.2% | 2↑ 0↓ | $0.9B | 7.0% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.760 | |
| 7d ago | $0.785 | -0.025 |
| 30d ago | $0.785 | -0.025 |
| 60d ago | $0.785 | -0.025 |
| 90d ago | $0.780 | -0.020 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 4 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Oct 29, 2025 | Citigroup | MAINTAIN | Buy | Buy |
| Oct 27, 2025 | Freedom Broker | MAINTAIN | Buy | Buy |
| Oct 8, 2025 | JMP Securities | INITIATE | — | Market Outperform |
| Sep 22, 2025 | LUCID CAPITAL MARKETS | INITIATE | — | Buy |
| May 15, 2025 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Apr 14, 2025 | Citigroup | INITIATE | — | Buy |
| Feb 27, 2025 | Goldman Sachs | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Apr 1, 2025 | 1 | 3 | 1 | 0 | 0 | 80% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 12, 2026
short_volume
Short Volume: MRP — 55.2% short (0.3M / 0.6M)
Short: 306,935 | Exempt: 1,813 | TRF Vol: 556,282 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: MRP — 61.2% short (0.3M / 0.6M)
Short: 342,813 | Exempt: 35,972 | TRF Vol: 560,288 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: MRP — 62.1% short (0.4M / 0.6M)
Short: 365,671 | Exempt: 23,990 | TRF Vol: 588,802 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: MRP — 59.1% short (0.5M / 0.9M)
Short: 522,488 | Exempt: 205 | TRF Vol: 884,739 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: MRP — 67.9% short (0.5M / 0.8M)
Short: 545,738 | Exempt: 186 | TRF Vol: 803,523 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: MRP — 60.6% short (0.5M / 0.8M)
Short: 487,259 | Exempt: 8 | TRF Vol: 804,598 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: MRP — 64.8% short (0.4M / 0.6M)
Short: 403,166 | Exempt: 1 | TRF Vol: 622,403 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: MRP — 55.2% short (0.3M / 0.5M)
Short: 298,489 | Exempt: 2 | TRF Vol: 541,003 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: MRP — 1.6M shares, 31,440 trades
Week starting 2026-05-18. Total ATS volume: 1,636,003 shares across 31,440 trades.
May 15, 2026
short_volume
Short Volume: MRP — 69.4% short (0.5M / 0.8M)
Short: 524,637 | Exempt: 46 | TRF Vol: 756,122 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: MRP — 2.4M shares, 44,315 trades
Week starting 2026-05-11. Total ATS volume: 2,444,492 shares across 44,315 trades.
May 6, 2026
short_volume
Short Volume: MRP — 55.0% short (0.9M / 1.7M)
Short: 931,556 | Exempt: 69,978 | TRF Vol: 1,693,556 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: MRP — 2.7M shares, 43,307 trades
Week starting 2026-05-04. Total ATS volume: 2,702,184 shares across 43,307 trades.
Apr 27, 2026
dark_pool
Dark Pool: MRP — 1.3M shares, 30,217 trades
Week starting 2026-04-27. Total ATS volume: 1,310,791 shares across 30,217 trades.
Apr 20, 2026
dark_pool
Dark Pool: MRP — 1.1M shares, 23,598 trades
Week starting 2026-04-20. Total ATS volume: 1,094,385 shares across 23,598 trades.