Market Cap
$4.3B
MRP
Millrose Properties, Inc.
$24.61 ▼ -2.34%
Prev close $25.20Market cap$4.3B
12-mo target$37.17 (+51.0%)
Insider Buying Cluster (2 insiders)High Impact Filing (8/10)36 New Institutional Positions14 Institutional Exits Real Estate
Snapshot
The big-picture read on MRP right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$3.4B
Inst. Activity
36 buys / 14 sells
Insider Activity
$6.7M buy / $0.00 sell
Insider Net $
$6.7M
SEC Reports
6
Price chart 30d -22.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 11, 2026 SEC Short Volume: MRP — 63.6% short (1.1M / 1.8M)
Short: 1,139,631 | Exempt: 2,000 | TRF Vol: 1,790,681 | Short Ratio: 63.6% | Off-exchange volume (da
Two directors at Millrose Properties (MRP) made open-market purchases totaling $116K in the week following Q2 2026 earni
CLUSTER — Impact 3/10
Aug 10, 2026 Insider
Gorson Matthew B. bought 3,000 shares
Director @ $28.80 ($86.4K)
Aug 7, 2026 Insider
Aug 4, 2026 SEC MIGOYA CARLOS A. bought 1,000 shares
Director @ $29.18 ($29.2K)
Millrose Properties reported Q2 2026 net income of $125.9M ($0.76 per share), exactly matching consensus EPS, but total
8-K — Impact 5/10
Jun 30, 2026 Inst.
FMR LLC — ADD
8,229,447 shares ($247.3M)
Jun 30, 2026 Inst.
Jun 24, 2026 SEC STATE STREET CORP — ADD
6,824,473 shares ($205.1M)
Millrose Properties declared a quarterly cash dividend of $0.77 per share ($127.9 million total), payable July 15, 2026
8-K — Impact 3/10
Analyst ratings
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 29, 2025 | Citigroup | MAINTAIN | Buy | 55% |
| Oct 27, 2025 | Freedom Broker | MAINTAIN | Buy | 66% |
| Oct 8, 2025 | JMP Securities | INITIATE | Market Outperform | 53% |
| Sep 22, 2025 | LUCID CAPITAL MARKETS | INITIATE | Buy | 36% |
| May 15, 2025 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Apr 14, 2025 | Citigroup | INITIATE | Buy | 55% |
| Feb 27, 2025 | Goldman Sachs | INITIATE | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Apr 1, 2025 | 1 | 3 | 1 | 0 | 0 | 80% |
Price targets
Where 6 covering analysts think MRP trades over the next 12 months.
$37.17 +51.0% upside Strong Buy
Current$24.61 Low$35.00 Median$36.50 High$40.00 6 analysts
$35.00$40.00
Analyst rating Strong Buy· 1.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 4.7/10.
NEUTRALCLUSTER3/10
Two directors at Millrose Properties (MRP) made open-market purchases totaling $116K in the week fol
Aug 11, 2026
NEUTRAL8-K5/10
Millrose Properties reported Q2 2026 net income of $125.9M ($0.76 per share), exactly matching conse
Aug 4, 2026
NEUTRAL8-K3/10
Millrose Properties declared a quarterly cash dividend of $0.77 per share ($127.9 million total), pa
Jun 24, 2026
BULLISHCLUSTER5/10
Insider cluster at Millrose Properties shows $5.46M in open-market purchases, led by a $5.33M buy fr
May 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MRP — 63.6% short (1.1M / 1.8M)
Short: 1,139,631 | Exempt: 2,000 | TRF Vol: 1,790,681 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: MRP — 74.6% short (1.3M / 1.7M)
Short: 1,277,253 | Exempt: 3,259 | TRF Vol: 1,711,391 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: MRP — 63.1% short (0.6M / 0.9M)
Short: 559,697 | Exempt: 256 | TRF Vol: 886,515 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: MRP — 65.0% short (0.8M / 1.2M)
Short: 765,078 | Exempt: 6,982 | TRF Vol: 1,177,058 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: MRP — 75.9% short (0.7M / 0.9M)
Short: 659,901 | Exempt: 5 | TRF Vol: 869,682 | Short Ratio: 75.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.78 | $0.76–$0.79 | 23.3% | -2.1% | 0↑ 1↓ | $0.2B | 3 |
| Next Q | $0.79 | $0.76–$0.80 | 6.3% | -3.3% | 0↑ 1↓ | $0.2B | 3 |
| Current FY | $3.06 | $3.02–$3.09 | 25.6% | -1.4% | 0↑ 2↓ | $0.8B | 3 |
| Next FY | $3.25 | $3.17–$3.33 | 6.2% | -0.1% | 1↑ 1↓ | $0.9B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.777 | — |
| 7d ago | $0.793 | -0.017 |
| 30d ago | $0.793 | -0.017 |
| 60d ago | $0.795 | -0.018 |
| 90d ago | $0.795 | -0.018 |
Institutional ownership
Which big funds own MRP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.4B total value (111,608,638 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,238,588 | $668.3M | 19.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,560,238 | $467.6M | 13.9% | — |
| FMR LLC | 8,229,447 | $247.3M | 7.4% | ADD +26.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,940,665 | $208.6M | 6.2% | — |
| STATE STREET CORP | 6,824,473 | $205.1M | 6.1% | ADD +29.3% |
| Brave Warrior Advisors, LLC | 6,030,725 | $181.2M | 5.4% | TRIM -29.2% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,090,294 | $122.9M | 3.7% | — |
| NORGES BANK | 3,919,456 | $117.8M | 3.5% | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | 3,015,131 | $90.6M | 2.7% | — |
| MORGAN STANLEY | 2,694,759 | $81.0M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 6,526,876 | 8,229,447 | +26.1% | $247.3M |
| STATE STREET CORP | ADD | 5,280,012 | 6,824,473 | +29.3% | $205.1M |
| Brave Warrior Advisors, LLC | TRIM | 8,515,897 | 6,030,725 | -29.2% | $181.2M |
| NORGES BANK | NEW | — | 3,919,456 | — | $117.8M |
| Bank of New York Mellon Corp | ADD | 1,276,671 | 1,808,592 | +41.7% | $54.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 481,040 | 1,070,936 | +122.6% | $32.2M |
| Gotham Asset Management, LLC | TRIM | 1,563,070 | 1,049,494 | -32.9% | $31.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | NEW | — | 759,331 | — | $22.8M |
| Legal & General Group Plc | DOUBLED | 343,707 | 730,630 | +112.6% | $22.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 223,332 | 714,922 | +220.1% | $21.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 13 transactions. Net $6.7M — $6.7M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Gorson Matthew B. | Director | BUY | 3,000 | $28.80 | $86.4K |
| Aug 7, 2026 | MIGOYA CARLOS A. | Director | BUY | 1,000 | $29.18 | $29.2K |
| 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 | 40,000 | $27.31 | $1.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MRP.
Shares short
7,816,747
Settlement Sep 15, 2026
Change vs prior
+8.0%
Semi-monthly cycle
Days to cover
6.5
At avg daily volume
Of shares outstanding
≈4.7%
Estimate — not % of float
All MRP filing & press-release reports (6)
- CLUSTER reportAug 11, 2026
- 8-K reportAug 4, 2026
- 8-K reportJun 24, 2026
- CLUSTER reportMay 19, 2026
- 8-K reportMay 6, 2026
- 8-K reportFeb 26, 2026