Knights of Columbus Asset Advisors LLC Acquires 43,314 Shares of Millrose Properties, Inc. $MRP

Knights of Columbus Asset Advisors LLC bought a new position in Millrose Properties, Inc. (NYSE:MRP) during the third quarter, HoldingsChannel.com reports. The fund bought 43,314 shares of the company’s stock, valued at approximately $1,125,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Cannell & Spears LLC lifted its position in shares of Millrose Properties by 1.4% during the first quarter. Cannell & Spears LLC now owns 3,677,754 shares of the company’s stock worth $102,723,000 after purchasing an additional 49,702 shares during the last quarter. Bank of New York Mellon Corp bought a new position in shares of Millrose Properties in the second quarter worth about $54,348,000. Callodine Capital Management LP grew its holdings in shares of Millrose Properties by 110.8% in the first quarter. Callodine Capital Management LP now owns 762,392 shares of the company’s stock worth $21,347,000 after purchasing an additional 400,745 shares during the last quarter. Ancora Advisors LLC bought a new position in shares of Millrose Properties in the second quarter worth about $18,801,000. Finally, Hawk Ridge Capital Management LP increased its stake in Millrose Properties by 1.7% in the 1st quarter. Hawk Ridge Capital Management LP now owns 669,109 shares of the company’s stock worth $18,735,000 after buying an additional 11,100 shares during the period.

Millrose Properties Price Performance

MRP opened at $25.66 on Friday. Millrose Properties, Inc. has a 12-month low of $21.07 and a 12-month high of $32.60. The company has a current ratio of 0.05, a quick ratio of 0.05 and a debt-to-equity ratio of 0.53. The business’s fifty day simple moving average is $25.97 and its 200-day simple moving average is $28.53. The company has a market capitalization of $3.96 billion, a price-to-earnings ratio of 8.62 and a beta of 0.52.

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

Millrose Properties Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Shareholders of record on Monday, October 5th were issued a dividend of $0.79 per share. This represents a $3.16 annualized dividend and a yield of 12.3%. The ex-dividend date was Monday, October 5th. This is a positive change from Millrose Properties’s previous quarterly dividend of $0.77. Millrose Properties’s dividend payout ratio (DPR) is currently 104.64%.

Analyst Upgrades and Downgrades

MRP has been the subject of a number of research analyst reports. Citizens Jmp lowered shares of Millrose Properties from an “outperform” rating to a “market perform” rating in a report on Monday, October 5th. Weiss Ratings upgraded shares of Millrose Properties from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, November 2nd. Finally, Citigroup downgraded shares of Millrose Properties from a “buy” rating to a “hold” rating in a research note on Monday, October 5th. One analyst has rated the stock with a Strong Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $35.00.

Top Millrose Properties Stories

Investors following MRP have been watching these stories:

• Negative Sentiment: The lawsuit alleges that Millrose’s disclosures said it would have no tenants, but that the company later bought an estimated $200 million of finished Lennar homes to rent. The case covers investors who acquired MRP securities from February 7, 2025, through October 2, 2026. If the allegations gain traction, potential legal costs and questions about the company’s disclosures could weigh on investor sentiment. SueWallSt notice
• Neutral Sentiment: Investors have until December 8, 2026, to seek appointment as lead plaintiff. The repeated law-firm announcements are primarily reminders about the same pending case; the allegations have not been established in court. Kaplan Fox notice

Millrose Properties Profile

Millrose Properties, Inc. is a residential land development and homesite company. It acquires and develops land into finished lots, which it makes available to homebuilders through lot option arrangements. The company does not build or sell homes to consumers. Millrose operates in the United States and serves homebuilders across multiple residential markets. Its business model is designed to provide builders with access to ready-to-build lots while managing the land acquisition and development process.