Millrose Properties: Lennar Fears Create Opportunity (Upgrade) [Seeking Alpha]
Millrose Properties, Inc. Class A (MRP)
Company Research
Source: Seeking Alpha
MRP's revenues remain resilient despite Lennar's margin pressures, with contractual protections and diversified homesite pools mitigating counterparty risk. New builder agreements diversify MRP's portfolio, command higher yields, and support further dividend growth, with FFO ramping and additional deal capacity. With shares ~15% below book and a secure 10% yield, MRP offers a 16%+ total return opportunity, attractive for income and value investors. carlofranco/E+ via Getty Images Shares of Millrose Properties, Inc. ( MRP ) have been a solid performer since being spun out of Lennar ( LEN ) earlier this year, having gained about 11%. That said, we have seen shares decline over 10% from their This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not re
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High impacting Millrose Properties, Inc. Class A news events
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MRP
News
- Millrose Properties raises quarterly dividend by 2.7% to $0.75/share [Seeking Alpha]Seeking Alpha
- Millrose Properties Announces Quarterly Dividend Payment [Yahoo! Finance]Yahoo! Finance
- Millrose Properties Announces Quarterly Dividend PaymentBusiness Wire
- Lennar Reports Fourth Quarter and Fiscal 2025 Results [Yahoo! Finance]Yahoo! Finance
- Looking at the Narrative for Mr Price Group After Upgraded Buy Rating and Dividend Increase [Yahoo! Finance]Yahoo! Finance
MRP
Sec Filings
- 12/22/25 - Form 8-K
- 12/4/25 - Form SCHEDULE
- 12/1/25 - Form SCHEDULE
- MRP's page on the SEC website