382,625 Shares in Millrose Properties, Inc. $MRP Acquired by Columbus Macro LLC

Columbus Macro LLC bought a new stake in Millrose Properties, Inc. (NYSE:MRP) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 382,625 shares of the company’s stock, valued at approximately $9,937,000.

Several other hedge funds also recently made changes to their positions in the company. Public Employees Retirement System of Ohio bought a new position in Millrose Properties in the second quarter worth $6,574,000. Y Intercept Hong Kong Ltd purchased a new position in Millrose Properties during the first quarter valued at $1,422,000. Element Capital Management LLC purchased a new position in Millrose Properties during the fourth quarter valued at $8,491,000. Moore Capital Management LP boosted its holdings in shares of Millrose Properties by 275.0% during the 4th quarter. Moore Capital Management LP now owns 1,018,533 shares of the company’s stock valued at $30,424,000 after buying an additional 746,923 shares in the last quarter. Finally, Swiss National Bank boosted its holdings in shares of Millrose Properties by 25.5% during the 1st quarter. Swiss National Bank now owns 305,086 shares of the company’s stock valued at $8,542,000 after buying an additional 61,900 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on MRP. Citizens Jmp reaffirmed a “market perform” rating on shares of Millrose Properties in a research report on Monday, October 5th. Citigroup lowered shares of Millrose Properties from a “buy” rating to a “hold” rating in a research note on Monday, October 5th. Finally, Weiss Ratings cut shares of Millrose Properties from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, September 29th. One research analyst has rated the stock with a Strong Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $36.50.

Key Millrose Properties News

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

• Positive Sentiment: An analyst upgrade argued that concerns about Millrose’s build-to-rent business are “dramatically overdone,” suggesting the company’s rental-home strategy and long-term fundamentals may be stronger than recent market sentiment implies. Millrose Properties: Buy-To-Rent Fears Are Dramatically Overdone
• Neutral Sentiment: Investors who purchased or acquired MRP securities between February 7, 2025, and October 2, 2026, may seek appointment as lead plaintiff in the pending class action. The deadline to file a lead-plaintiff motion is December 8, 2026; the deadline itself does not determine the merits of the allegations. Portnoy Law Firm Announces Millrose Class Action
• Negative Sentiment: Several law firms announced or promoted securities-fraud litigation against Millrose, alleging that the company and certain executives made false or misleading statements. The repeated announcements increase reputational, legal-cost, settlement, and potential damages risks for shareholders. Rosen Millrose Securities Class Action Announcement
• Negative Sentiment: The allegations reportedly focus on an undisclosed rental-home business and Millrose’s transactions with former parent Lennar, including claims that homes were acquired through non-arm’s-length agreements that helped Lennar meet a quarterly delivery target. One law firm linked the disclosures to an approximately 8.5% stock decline. Millrose Shareholder Alert Regarding Lennar Representations

Insider Buying and Selling at Millrose Properties

In related news, Director Matthew B. Gorson purchased 3,000 shares of Millrose Properties stock in a transaction dated Monday, August 10th. The stock was purchased at an average cost of $28.80 per share, for a total transaction of $86,400.00. Following the completion of the acquisition, the director directly owned 38,750 shares of the company’s stock, valued at $1,116,000. The trade was a 8.39% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Carlos A. Migoya purchased 1,000 shares of Millrose Properties stock in a transaction dated Friday, August 7th. The shares were bought at an average price of $29.18 per share, with a total value of $29,180.00. Following the completion of the acquisition, the director directly owned 30,075 shares of the company’s stock, valued at approximately $877,588.50. This represents a 3.44% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders own 0.23% of the company’s stock.

Millrose Properties Stock Down 5.4%

Shares of MRP traded down $1.21 during mid-day trading on Wednesday, reaching $21.18. The company had a trading volume of 4,937,817 shares, compared to its average volume of 1,640,949. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.05 and a current ratio of 0.05. The firm has a 50-day moving average price of $28.39 and a 200 day moving average price of $28.64. Millrose Properties, Inc. has a 52 week low of $21.07 and a 52 week high of $33.49. The company has a market capitalization of $3.27 billion, a price-to-earnings ratio of 7.38 and a beta of 0.53.

Millrose Properties (NYSE:MRP) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $0.76 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.01. Millrose Properties had a return on equity of 8.13% and a net margin of 62.60%. The company had revenue of $196.85 million for the quarter.

Millrose Properties Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Monday, October 5th will be issued a $0.79 dividend. This represents a $3.16 annualized dividend and a yield of 14.9%. This is a positive change from Millrose Properties’s previous quarterly dividend of $0.77. The ex-dividend date of this dividend is Monday, October 5th. Millrose Properties’s dividend payout ratio is presently 110.10%.

Millrose Properties Company Profile

Millrose Properties, Inc is a residential land development company that provides land-banking solutions for homebuilders. The company acquires and develops residential land, funds the installation of infrastructure, and delivers finished lots that can be used for the construction of single-family homes.

Millrose works with homebuilding partners under arrangements designed to separate the ownership and development of land from the homebuilding process. Its activities may include acquiring raw or partially developed land, obtaining entitlements, coordinating site development, and selling completed lots to homebuilders.

The company was established as a publicly traded business in 2025 and focuses on residential growth markets in the United States.