We recently published a list of 20 Mid-Cap Stocks Insiders Were Buying in Q1 2025. In this article, we are going to take a look at where Millrose Properties, Inc. (NYSE:MRP) stands against other mid-cap stocks insiders were buying in Q1 2025.
Stock markets tumbled on Wednesday, with technology shares leading the slide amid growing concerns over ever-changing tariffs. The broader market index dropped 2.2%, the blue-chip companies fell by almost 700 points, a decline of 1.7%, and the Nasdaq Composite —dominated by tech—plunged nearly 3.1%. With this decline, the Nasdaq is now about 19% below its recent peak, edging closer to bear market territory.
Stocks dropped to their lowest levels of the day Wednesday after Fed Chair Jerome Powell warned that the tariffs could increase short-term inflation. He noted the Federal Reserve might face a tough situation where its goals of full employment and stable prices may come into conflict, according to CNBC.
During periods of market and economic uncertainty, insider trading often draws increased interest. Executive stock purchases can suggest confidence in the company’s outlook, while sales may simply reflect personal financial needs or efforts to diversify investments. Many executives use pre-established trading plans, such as 10b5-1 programs, which are designed to remove timing decisions from the equation. To get a clearer picture, insider activity should be evaluated alongside the company’s overall financial health and broader market conditions.
Our Methodology
Today, we’re focusing on stocks that have seen heavy insider buying activity in the first quarter of the year. Using Insider Monkey’s insider trading screener, we identified companies with market caps between $2 billion and $10 billion, where at least two insiders purchased shares in the past three months. From this list, we ranked the top 20 stocks with the highest value of insider purchases. Most of the stocks that have been recently covered were excluded from our analysis.
Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds, focusing on insider trading and stock picks from hedge fund investor newsletters and conferences. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
For each stock, we note the number of insiders who acquired shares in the first quarter and the market capitalizations.
Millrose Properties, Inc. (NYSE:MRP)
Market Cap: $3.89 billion
Millrose acquires and develops residential land, then sells finished homesites to homebuilders through option contracts, supporting their asset-light strategies while continuously reinvesting capital into new land acquisitions.
On February 7, Lennar Corporation (NYSE:LEN) completed the spin-off of Millrose Properties, distributing approximately 80% of Millrose’s stock to its shareholders. Lennar stockholders received one share of Millrose stock for every two shares they owned, with special handling for fractional shares.
Following the spin-off, Millrose Properties has completed its $900 million acquisition of around 24,000 homesites from Rausch Coleman Homes and signed option agreements with Lennar for all of them. The deal was funded with Millrose’s cash on hand, and the company still has about $1.3 billion in available credit.
On March 17, Millrose Properties announced its first dividend of $65 million, or $0.38 per share, to be paid on April 15, 2025, to shareholders of record as of April 4. This pro-rated “stub” dividend covers the period from its February 7 spin-off from Lennar through March 31 and equates to $0.65 per share on a full quarterly basis.
In February and March, six insiders, including the company’s COO, acquired a total of $6.52 million worth of Millrose Properties shares at an average price of $22.70 per share. Since the February spin-off, Millrose Properties shares have gained 6.65%, trading at $23.40.
According to MarketBeat, two analysts rate Millrose Properties stock as a “Strong Buy”, with an average price target of $27.50.
Overall, MRP ranks 3rd on our list of mid-cap stocks insiders were buying in Q1 2025. While we acknowledge the potential of MRP, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MRP but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
