Added to YB: 2026-09-03
Pitch date: 2026-09-01
HHH [bullish]
Howard Hughes Holdings Inc.
-0.19%
current return
Author Info
Building Arks has 25 years of experience as a professional and private investor. I own stocks for the very long term when I think they can compound at 15%. I write about them here. Sign up for the newsletter.
Company Info
Howard Hughes Holdings Inc., together with its subsidiaries, develops master planned communities (MPCs) in the United States.
Market Cap
$3.8B
Pitch Price
$63.30
Price Target
189.30 (+200%)
Dividend
N/A
EV/EBITDA
8.21
P/E
13.02
EV/Sales
2.80
Sector
Real Estate Management and Development
Category
growth
Results: Howard Hughes Holdings 2q26
HHH (earnings): Howard Hughes remains appealing at $64, with a high probability of achieving a 15% CAGR and potential to triple if execution goes well. The thesis has shifted toward directing real-estate cash into Vantage under its new leadership: premiums grew rapidly and accident-year underwriting improved, but the 101.6% combined ratio and softening insurance market create risk. Meanwhile, MPC EBT rose 32% on strong land sales.
Read full article (4 min)