62,752 Shares in Millrose Properties, Inc. $MRP Purchased by Carmel Capital Partners LLC

Carmel Capital Partners LLC acquired a new stake in Millrose Properties, Inc. (NYSE:MRP) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 62,752 shares of the company’s stock, valued at approximately $1,630,000.

Several other large investors have also made changes to their positions in the business. Kestra Advisory Services LLC purchased a new position in shares of Millrose Properties during the third quarter worth $265,000. Commonwealth Equity Services LLC lifted its holdings in shares of Millrose Properties by 65.9% in the 3rd quarter. Commonwealth Equity Services LLC now owns 46,130 shares of the company’s stock valued at $1,198,000 after buying an additional 18,319 shares during the period. Covestor Ltd acquired a new stake in Millrose Properties during the third quarter worth about $160,000. Salomon & Ludwin LLC acquired a new stake in Millrose Properties during the third quarter worth about $39,000. Finally, Moss Adams Wealth Advisors LLC purchased a new position in Millrose Properties during the third quarter valued at approximately $208,000.

Key Headlines Impacting Millrose Properties

Here are the key news stories impacting Millrose Properties this week:

• Negative Sentiment: The lawsuit alleges Millrose misled investors about its business strategy, including claims that it would not enter lease agreements, before moving to buy finished Lennar homes for rental and amending related agreements. These are allegations, not proven findings. Investors who acquired securities between February 7, 2025, and October 2, 2026, have until December 8, 2026, to seek lead-plaintiff appointment. The litigation creates uncertainty and potential legal and reputational risk, which may pressure the stock. Robbins LLP class-action notice

Insider Buying and Selling

In other Millrose Properties news, Director Matthew Gorson acquired 3,000 shares of the business’s stock in a transaction dated Monday, August 10th. The stock was acquired at an average cost of $28.80 per share, for a total transaction of $86,400.00. Following the completion of the transaction, the director directly owned 38,750 shares of the company’s stock, valued at $1,116,000. This represents a 8.39% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.23% of the company’s stock.

Analyst Upgrades and Downgrades

MRP has been the subject of a number of analyst reports. Citigroup downgraded Millrose Properties from a “buy” rating to a “hold” rating in a report on Monday, October 5th. Citizens Jmp cut shares of Millrose Properties from an “outperform” rating to a “market perform” rating in a research note on Monday, October 5th. Finally, Weiss Ratings raised shares of Millrose Properties from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $35.00.

Millrose Properties Price Performance

Shares of Millrose Properties stock traded down $0.54 during trading hours on Friday, reaching $25.96. The stock had a trading volume of 1,403,534 shares, compared to its average volume of 3,333,430. The stock’s 50 day moving average is $26.33 and its 200 day moving average is $28.62. The company has a current ratio of 0.05, a quick ratio of 0.05 and a debt-to-equity ratio of 0.53. Millrose Properties, Inc. has a twelve month low of $21.07 and a twelve month high of $32.60. The firm has a market capitalization of $4.00 billion, a PE ratio of 8.60 and a beta of 0.52.

Millrose Properties (NYSE:MRP) last posted its earnings results on Tuesday, October 27th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.77 by $0.01. Millrose Properties had a return on equity of 8.56% and a net margin of 63.24%. The firm had revenue of $211.00 million for the quarter. During the same quarter last year, the business earned $0.74 earnings per share. Millrose Properties’s revenue was up 17.7% on a year-over-year basis.

Millrose Properties Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Monday, October 5th were given a dividend of $0.79 per share. This is an increase from Millrose Properties’s previous quarterly dividend of $0.77. This represents a $3.16 dividend on an annualized basis and a yield of 12.2%. The ex-dividend date was Monday, October 5th. Millrose Properties’s dividend payout ratio (DPR) is currently 104.64%.

About Millrose Properties

Millrose Properties, Inc is a residential land acquisition and development company focused on providing finished residential lots to homebuilders. Its business involves acquiring land, securing necessary entitlements, and completing infrastructure and other improvements needed to prepare properties for home construction.

The company generally operates through land-banking arrangements and related development agreements with homebuilders. Millrose may own or control land during the development process and subsequently sell finished lots to builders, helping homebuilders access development-ready sites while reducing the time and capital required for land preparation.

Millrose was established in connection with Lennar Corporation’s separation of its residential land and lot development operations and began trading as an independent public company in 2025.