Maui Land & Pineapple Co., Inc. (MLP)
NYSEReal EstateReal Estate - DevelopmentSnapshot 2026-09-04
$16.03-2.49%
Close 2026-09-04 · 1-day change
NYSEReal EstateReal Estate - DevelopmentSnapshot 2026-09-04
QuarterlyIQ Insights · MLP
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -89.9% |
| Our one-year growth estimate | diamond | -20.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 69.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name its industry peers have been missing lately and is a smaller-cap name (higher miss base rate). A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 7 industry peers · Company calendar date is not available
MLP — credit agreement
Dated 2025-12-29
ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT On December 22, 2025, Maui Land & Pineapple Company, Inc. (“ Company ”) executed a Sixth Loan Modification Agreement, Third Amended and Restated Credit Agreement, and Second Amended and Restated Note (“ Agreements ”) with First Hawaiian Bank (“ Bank ”) to be effective December 22, 2025. The Agreements amend the Company’s previous $15.0 million, four-year revolving line of credit facility (“ Credit Facility ”) with the Bank to a $25.0 million, five-ye…
Why it matters: Making more money is very important. It shows the company is doing better.
Supportive ifOperating income is expected to rise by at least 10% in the next report.
Worry ifOperating income may drop or stay the same year-over-year in the next report.
Why it matters: Improving the land development pipeline is key for future growth. Slow progress may limit growth potential.
Supportive ifManagement has a clear plan. They provide updates on land development projects.
Worry ifNo updates or more delays in land development projects.
Why it matters: The sale of property could provide cash flow and improve the balance sheet. Delays may indicate issues.
Supportive ifThe sale agreement with DC Kapalua 1 Property, LLC is complete.
Worry ifThe sale agreement fails or is delayed a lot.
Why it matters: Strong land sales show good land development. This would help MLP's financial health.
Supportive ifTotal land sales exceed $15 million in the next quarter.
Worry ifLand sales remain below $10 million in the next quarter.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$138 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $347 loss on $10,000 · 3.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,879 loss on $10,000 · 28.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Keeping revenue growth is important for MLP's recovery and better operations. A strong Q2 shows good progress.
Supportive ifQ2 revenue over $11.5 million shows ongoing growth.
Worry ifQ2 revenue falls below $11.5 million, suggesting a slowdown.
Why it matters: A rise in operating income shows better cost control. It also means improved efficiency.
Supportive ifOperating income improves to less than -$1.5 million in Q2 2026.
Worry ifOperating income worsens to more than -$2 million in Q2 2026.
Why it matters: Progress in land sales could signal effective execution of MLP's growth strategy and improve revenue. This is crucial for the company's financial health.
Supportive ifMLP has completed land sales worth over $15 million.
Worry ifLand sales fail to materialize or fall below $5 million in the next quarter.
Why it matters: Progress in this project could mean more money from agribusiness in the future.
Supportive ifLook for news about more land or production goals in the agave project.
Worry ifNo updates or setbacks in the agave project, indicating lack of progress.
Why it matters: More revenue from commercial leasing shows better performance and higher occupancy rates. This can improve profits.
Supportive ifCommercial real estate leasing revenue exceeds $2.5 million in the next quarter.
Worry ifCommercial real estate leasing revenue drops below $1.8 million in the next quarter.
Why it matters: Higher revenue shows the land plan is working. This boosts investor trust.
Supportive ifLand Development and Sales revenue jumps from $492K in Q2 2026.
Worry ifRevenue stays below $492K. This suggests ongoing problems in this area.
Why it matters: The real estate sector is maturing. Changes could affect MLP's growth potential.
Watch forSector revenue growth is speeding up again, showing a good environment.
Also watch forSector revenue growth is slowing down, which is bad for MLP.
Why it matters: The new CIO's strategies could optimize MLP's land development pipeline and drive growth. This is key for the company's future direction.
Watch forThe company shows clear improvement in land development under the new CIO.
Also watch forThere are no major changes in land development or project delays after the CIO's appointment.
Why it matters: The new Chief Investment Officer is focused on improving land development. This could drive growth.
Supportive ifA press release will share new land development projects or partnerships from the company.
Worry ifNo new updates or projects on land development will be announced next quarter.
Why it matters: Finalizing the MOU will secure water resources for a long time. It will help with housing development. This can make MLP's community stronger and more stable.
Supportive ifThe Maui County Council approves the MOU for the acquisition of MLP's water assets.
Worry ifThe MOU is rejected or significantly delayed by the Maui County Council.
Why it matters: This partnership could lead to significant real estate deals. It may boost future revenue.
Supportive ifA formal agreement is reached for the sale or lease of property to Maui County.
Worry ifNegotiations stall or fail to produce a formal agreement.
Why it matters: Selling these assets could provide money for better projects. It can also help the community.
Supportive ifA formal deal about selling water assets is made.
Worry ifNegotiations stall or are abandoned without a clear path forward.
Why it matters: Higher operating income shows better cost control. It also means more money coming in.
Supportive ifOperating income shows a clear improvement from Q2's $3.8 million loss.
Worry ifOperating losses widen beyond Q2's levels.
Why it matters: This sale could prove the company's land development plan. It may also increase revenue.
Supportive ifThe $10 million sale to Harvest Church closes successfully as planned in 2027.
Worry ifThe sale does not close due to unmet conditions or delays.