HHH
Howard Hughes Holdings Inc.Real EstateReal Estate - DevelopmentValue
$63.92 · 15min delay
β 1.15A steady mid-cap business with limited valuation data. Frameworks sharply disagree on it.
52-wk low $61.0152-wk high $91.07
Mkt Cap
$3.81B
P/E
—
PEG
—
P/B
1.00
Dividend
—
ROE
3.6%
About the business
Howard Hughes Holdings Inc., together with its subsidiaries, develops master planned communities (MPCs) in the United States. It operates through three segments: Operating Assets, MPC, and Strategic Developments. The Operating Assets segment acquires or develops retail, office, and multifamily properties, as well as invests in other real estate properties. The MPC segment plans, develops, and sells land in large scale and long term community development projects to homebuilders and developers. The Strategic Developments segment develops residential condominium and commercial property projects, as well as various other properties. The company was founded in 2010 and is headquartered in The Woodlands, Texas.
Who would buy HHH?
Consensus 20/100 · Mixed · Investors are split.
2 7 6
Endorses
· 2 frameworks- Fama / French· Pure Value Factor100/100
P/B < 1.5 1.00× clears "< 1.50×".
- Benjamin Graham· Graham Defensive80/100
P/B < 1.5 1.00× clears "< 1.50×".
Rejects
· 3 frameworks- Charlie Munger
Insider activity · Positive
2 insiders bought shares in the open market
Strength 70/100
Over the last ~6 months 2 different insiders made open-market purchases totalling $471K, against $637K of selling (including planned 10b5-1 disposals). Multi-insider open-market buying is one of the more durable positive signals because it reflects fresh-dollar conviction rather than vesting or diversification. Over the 6M window, insiders are net buyers by 177,866 shares.
In Prism's context
Insider buying on a value name is the scenario where this signal matters most. Cheap, controversial stocks rely heavily on whether management and directors are voluntarily adding — fresh-dollar purchases here add meaningful support to the thesis.
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| DAVIS ANDREW D. | Officer | Open-market sell | Mar 25, 2026 | 1,636 | $63.87 | $104K | Direct |
| VALANE JOSEPH | General Counsel | Open-market buy | Mar 13, 2026 | 1,260 | $64.45 | $81K | Direct |
| O'REILLY DAVID R | Chief Executive Officer | Award / grant | Feb 3, 2026 | 84,400 | $0.00 | $0 | Direct |
| SMITH KRISTI | Officer | Award / grant | Feb 3, 2026 | 6,246 | $0.00 | $0 | Direct |
| VERBINSKAYA ELENA | Officer | Award / grant | Feb 3, 2026 | 3,654 | $0.00 | $0 | Direct |
| VALANE JOSEPH | General Counsel | Award / grant | Feb 3, 2026 | 11,243 | $0.00 | $0 | Direct |
| FREERICKS CHARLES JAMES JR | Officer | Award / grant | Feb 3, 2026 | 6,246 | $0.00 | $0 | Direct |
| BUSTAMANTE JOSE MIGUEL | Officer | Award / grant | Feb 3, 2026 | 6,246 | $0.00 | $0 | Direct |
| DAVIS ANDREW D. | Officer | Award / grant | Feb 3, 2026 | 15,503 | $0.00 | $0 | Direct |
| JOHNSTONE DOUGLAS | Officer | Award / grant | Feb 3, 2026 | 10,122 | $0.00 | $0 | Direct |
| CARMAN JAMES | Officer | Award / grant | Feb 3, 2026 | 8,192 | $0.00 | $0 | Direct |
| OLEA CARLOS A. | Chief Financial Officer | Award / grant | Feb 3, 2026 | 27,390 | $0.00 | $0 | Direct |
| SELLERS R SCOT | Director | Open-market buy | Dec 23, 2025 | 5,000 | $77.94 | $390K | Direct |
| TIGHE MARY ANN | Director | Open-market sell | Nov 26, 2025 | 6,000 | $88.83 | $533K | Indirect |
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 1.0% of shares outstanding.
Net 6M: +177,866 sh
Price history
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Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: Price near 52-week lows confirms what most frameworks are already flagging: the market is discounting deteriorating fundamentals.
What would HHH do to your portfolio?
Add Howard Hughes Holdings Inc. at a hypothetical weight and Prism recalculates your whole book:
Risk metrics
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
Sector concentration
How much this shifts your top sector weight and overall diversification.
Archetype tilt
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
HHH is currently tagged:ValueFails criteria (20/100)
Portfolio analytics are part of the member experience.
Sign in to run this simulationProbabilistic recommendation· rec-v1.0.0-2026-04
Howard Hughes Holdings Inc. · HHH
HHH: 50% estimated probability of outperforming over the next 12M window. 1 of 6 signal families negative (medium confidence). Strongest support: 4 insiders buying. Main risk to monitor: 32% above fair value.
Outperform prob.
50%
vs S&P 500 · 12M
Expected return
-12.3% → +23.7%
mid +5.7% / yr
Downside (p20)
-15.8%
stress -31.5%
Data quality
98/100
Excellent
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
Prism Score
Composite 63/100. Strongest contribution from ownership; weakest from quality. Risk patterns shaved 2 points off the composite.
Composite
63
/ 100
Deep valueval.
97/ 100
P/B 1.00× · FCF yield 9.4%
Margin of safetyval.
28/ 100
32% above fair value
Bull · base · bear scenarios
Three plausible paths over a 5-year horizon.
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
Bull
~20%$62.87
-0.3% / yr (5y)
A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.
Drivers
- • Margin expands by 200–400 bps from 21%
- • Stranded asset value crystallises
- • Multiple re-rates one full turn higher
Base
~45%$48.36
-5.4% / yr (5y)
No deterioration, no surprise re-acceleration. 21% operating margin and 18% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.
Global value comparison
Howard Hughes Holdings Inc. vs sector medians — GCC, MENA, and Global ex-US.
Sector: Real Estate. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | HHH | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 9.8× | — | 19.0× |
| P/B | 1.00× | 0.90× | — | 1.40× |
| Dividend yield | — | 4.00% | — | 4.20% |
| ROE | 3.6% |
Earnings reaction explainer
HHH reported earnings; consensus comparison unavailable.
Actual EPS came in at $0.14, but no consensus estimate was available for comparison. The print should be judged against the company's own historicals.
- All audiencesNeutral
Without consensus, judge the print against the company's own trailing trend. Look for sequential acceleration / deceleration in revenue and margin.
What to watch on the next print
- • Interest coverage and debt maturity wall
News & events
Next earnings
Wed, Aug 5 · last actual $0.14
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Key Metrics at a Glance
P/E Ratio (TTM)
N/A
PEG Ratio
N/A
P/B Ratio
1.00
EPS Growth
-33.6%
Revenue Growth
18.4%
Debt / Equity
1.51
Net Cash / Share
$-66.38
Return on Equity
3.6%
Gross Margin
48.0%
Operating Margin
21.5%
FCF / Share
$6.00
Current Ratio
2.33