{"filings":[{"id":1222676,"accession_number":"0001193125-26-279485","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2026-06-23T20:20:52+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Millrose Properties declares $0.77 per share quarterly dividend, payable July 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share on Class A and Class B common stock.","Total dividend approx. $127.9 million; payable July 15, 2026 to holders of record July 6, 2026.","CEO highlights consistency and earnings visibility from long-term homebuilder relationships."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":527436,"accession_number":"0001193125-26-230841","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2026-05-19T20:24:16+00:00","items":["5.07"],"status":"ready","headline":"Millrose Properties announces annual meeting voting results; all director nominees elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees elected: Migoya 215M for, Bartels 233M, Lynch 236M, Gorson 206M, Mincey 214M (against and abstentions listed).","Ratification of Deloitte & Touche LLP as independent auditor for FY2026 approved: 256.8M for, 113K against, 1.4M abstentions.","Each director elected to serve until the 2027 annual meeting; broker non-votes of 12.7M on each director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":97226,"accession_number":"0001193125-26-207650","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Millrose Properties Q1: Net income $0.74/sh, AFFO $0.76; reaffirms FY2026 growth guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $122.9M ($0.74/sh); AFFO $125.9M ($0.76/sh); total revenues $194.9M.","Expanded counterparty base to 17 homebuilders including top-10 national builder; redeployed $989M into land.","Converted credit facility to fully unsecured; added $500M delayed-draw term loan, total capacity $1.835B.","Reaffirms guidance: expects ~$1B deployment by mid-2026; FY2026 AFFO growth ~10% YoY; Q2 exit AFFO target $0.78-$0.80.","Portfolio: 143,000 homesites across 30 states; homesites under option $9.5B; zero option terminations since inception."],"consensus_eps_estimate":null,"consensus_eps_actual":0.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":194929000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111820,"accession_number":"0001193125-26-127640","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Millrose closes $1.835B unsecured credit facility, adds $500M term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New facility: $1.335B revolver + $500M term loan, total $1.835B unsecured.","Matures March 25, 2030; interest at SOFR + 2.00%-2.50% based on leverage.","Proceeds for general corporate purposes and to refinance existing secured debt.","Prior secured facility liens released; facility replaces secured revolving credit.","CEO cites greater liquidity to serve homebuilding partners; floating-rate debt matches option contracts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111819,"accession_number":"0001193125-26-119794","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Millrose Properties declares $0.76 quarterly dividend; total ~$126.2M","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.76 per share on Class A and Class B common stock declared.","Total dividend approximately $126.2 million.","Payable on April 15, 2026 to shareholders of record as of April 3, 2026.","CEO highlights consistent capital return and business model durability."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111818,"accession_number":"0001193125-26-083052","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Millrose Properties to present at Citi and J.P. Morgan conferences; no new material info","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Management will present at Citi 2026 Global Property CEO Conference on March 2.","Also presenting at J.P. Morgan Global High Yield & Leveraged Finance Conference on March 3.","Exhibit 99.1 presentation contains only title slide and disclaimers; no financial data or guidance.","No earnings, M&A, or other material events disclosed in this filing.","Presentation available on company website; no update to prior disclosures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111817,"accession_number":"0001193125-26-073913","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Millrose Q4 AFFO $0.76; FY2025 net income $2.44/share; $2B deployment 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenues $189.5M, AFFO $0.76/share; full-year revenues $600.5M, AFFO $2.58/share.","Invested capital outside Lennar reached $2.4B, surpassing $2.2B stretch target; zero option terminations across portfolio.","Portfolio yield expanded 70bps to 9.2%; non-Lennar investments yield ~11.0%; 15 builder counterparties, 142k homesites.","2026 outlook: up to $2B net new capital deployment, targeting Q2 exit AFFO $0.78–$0.80/share, ~10% AFFO growth.","Debt-to-capital 26% ($2.1B debt); $1.3B liquidity; no near-term maturities; $0.75/share dividend paid Jan 15, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":2.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":600461000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128436,"accession_number":"0001193125-25-328840","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Millrose Properties declares $0.75 quarterly dividend payable Jan 15, 2026","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared $0.75 per share quarterly cash dividend on Class A and B common stock, totaling approx. $124.5 million.","Dividend payable January 15, 2026 to holders of record as of January 5, 2026.","CEO Darren Richman cited the dividend increase as reflecting disciplined growth and platform strength."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128435,"accession_number":"0001193125-25-247786","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Millrose Q3 AFFO $0.74/sh; raises FY guidance; completes $2B notes offering","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $105.1M ($0.63/share); AFFO $122.5M ($0.74/share); revenue $179.3M.","Received $766M net proceeds from Lennar homesite sales; redeployed $858M; portfolio yield 9.1%.","Raised year-end AFFO run-rate guidance to $0.74-$0.76/sh; increased 2025 Other Agreements funding target to $2.2B.","Completed $2.0B senior notes (6.375% due 2030 & 6.25% due 2032), repaid $1B term loan; liquidity $1.6B.","Declared $0.73/sh quarterly dividend, paid Oct 15; targets 100% AFFO payout."],"consensus_eps_estimate":null,"consensus_eps_actual":1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":410960000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128434,"accession_number":"0001193125-25-235180","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Millrose Properties reports preliminary Q3 2025 AFFO $122.5M ($0.74/share), rev $179.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $179.3M (Q3) and $411.0M (9M); net income $105.1M ($0.63/share).","AFFO $122.5M ($0.74/share) adds back $11.8M accelerated amortization from delayed draw term loan payoff.","Invested Capital $8.2B as of Sep 30, 2025; weighted average yield 9.1% (based on 3-month SOFR as of Jun 26, 2025).","Homesite inventory $8.7B; book value $35.29 per share as of Sep 30, 2025.","Full Q3 2025 results expected before market open on October 23, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":410960000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145241,"accession_number":"0001193125-25-211319","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Millrose Properties declares $0.73/share quarterly dividend ($121.2M) payable Oct 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.73 per share on Class A and Class B common stock declared.","Total dividend approximately $121.2 million.","Payable on October 15, 2025 to shareholders of record as of October 3, 2025.","CEO cites strong performance and confidence in Millrose's earnings trajectory."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145240,"accession_number":"0001193125-25-201489","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-09-12T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Millrose Properties issues $750M of 6.250% Senior Notes due 2032; repays DDTL Credit Agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M aggregate principal of 6.250% Senior Notes due September 15, 2032.","Interest payable semi-annually on March 15 and September 15, first payment March 15, 2026.","Notes are senior unsecured, guaranteed by wholly-owned subsidiary Millrose Properties SPE LLC.","Proceeds used to repay in full and terminate the DDTL Credit Agreement (dated June 24, 2025).","Indenture includes standard covenants and a change-of-control put at 101% of principal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145239,"accession_number":"0001193125-25-198511","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Millrose prices $750M 6.25% Senior Notes due 2032, upsized $250M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal of $750M, up $250M from prior $500M, at 100% par plus accrued interest.","Notes due 2032; offering expected to close September 11, 2025.","Proceeds to repay $500M term loan maturing June 23, 2026 and for general corporate purposes.","Offered privately to QIBs under Rule 144A and to non-U.S. persons under Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145238,"accession_number":"0001193125-25-197748","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-09-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Millrose Properties plans $500M senior notes offering to repay term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Plans to offer up to $500M aggregate principal amount of senior notes due 2032.","Net proceeds used to repay entire $500M term loan due June 2026 and related expenses.","Offering exempt from registration; sold to QIBs under Rule 144A and non-U.S. persons under Reg S.","Notes and related guarantee not registered under Securities Act or state securities laws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145237,"accession_number":"0001193125-25-176999","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Millrose Properties closes $1.25B offering of 6.375% Senior Notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.25B aggregate principal of 6.375% Senior Notes due August 1, 2030.","Interest payable semi-annually on Feb 15 and Aug 15, beginning Feb 15, 2026.","Notes are senior unsecured obligations, guaranteed by subsidiary Millrose Properties SPE LLC.","Redemption options: on/after Aug 1, 2027 at specified prices; prior with make-whole premium.","Change of control triggers repurchase offer at 101% of principal plus accrued interest."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145236,"accession_number":"0001193125-25-172766","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Millrose prices upsized $1.25B 6.375% senior notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.25B aggregate principal of 6.375% Senior Notes due 2030 priced at 100% of par.","Offering upsized by $250M from previously announced size; close expected August 7, 2025.","Proceeds: repay $500M term loan (due 2026), $450M revolver, and general corporate purposes.","Notes offered privately under Rule 144A/Reg S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145235,"accession_number":"0001193125-25-172278","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Millrose announces $1.0B senior notes offering to refinance existing debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Plans $1.0B senior notes due 2030 in private placement; net proceeds to repay $500M term loan due 2026 and $450M revolver.","DDTL credit agreement amended to partially exempt a Designated Issuance from mandatory prepayment, keeping up to $500M outstanding.","Funding fee added: 0.250% of principal on date 270 days after initial draw (June 24, 2025).","Subsidiary Millrose Properties SPE joined as guarantor on revolving credit and DDTL agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145234,"accession_number":"0000950170-25-100569","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Millrose Properties Q2 net income $112.8M, AFFO $0.69/share; raises guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $112.8M ($0.68 diluted EPS); AFFO $115M ($0.69/share).","Generated $797M net cash proceeds from homesite sales, $768M from Lennar; redeployed $718M.","Deployed $813M with third-party homebuilders at 11.2% yield; outside-Lennar portfolio $1.3B.","Raised AFFO guidance to $0.70-$0.73/share quarterly run rate from prior levels.","Closed $1B delayed draw term loan from Goldman Sachs and JPMorgan; debt $1.0B (15% debt-to-cap)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":231700000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163663,"accession_number":"0000950170-25-090378","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Millrose Properties enters $1.0B delayed draw term loan facility to finance homesite acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.0B delayed draw term loan facility with Goldman Sachs as admin agent, maturing June 23, 2026.","Acquisition Tranche proceeds will fund purchase of homesites for New Home Company's acquisition of Landsea Homes (closed June 25, 2025).","General Tranche Loans may be used for corporate purposes, including repaying existing revolver.","Interest rate margins tied to leverage ratio: SOFR+2.00% to SOFR+3.25% depending on period and ratio.","Facility secured by pledge of Millrose Holdings promissory note and equity interests."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163662,"accession_number":"0000950170-25-086799","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Millrose Properties declares first full quarterly dividend of $0.69/share ($114.5M)","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.69 per share on Class A and Class B common stock, payable July 15, 2025 to holders of record July 3, 2025.","Total dividend approximately $114.5 million; first full quarterly dividend since spin-off from Lennar in Q1 2025.","CEO Darren Richman states dividend reflects demand and commitment to return 100% of earnings to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163661,"accession_number":"0001193125-25-119428","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Millrose Q1 net income $64.8M ($0.39/sh); raises 2025 funding guidance to $1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $64.8M ($0.39/share) on $82.7M option fees; book value $35.40/share.","Raised FY 2025 third-party funding guidance to $1.5B (from $1B); year-end quarterly EPS run-rate raised to $0.69-0.71.","Declared inaugural stub dividend of $0.38/share (normalized quarterly $0.65); paid Apr 15.","Deployed $351M with third-parties at 11.7% yield; portfolio yield 8.7% on ~111k homesites.","Post-quarter: $700M commitment to acquire Landsea Homes homesites via New Home Co; close expected Q3 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":82698000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181554,"accession_number":"0001193125-25-055699","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Millrose declares $0.38/share inaugural dividend; Q2 EPS guidance $0.65-$0.68","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Inaugural cash dividend of $0.38 per share ($65M total), payable April 15, 2025 to holders of record April 4, 2025.","Dividend covers stub from Feb 7 spin-off to March 31, equates to $0.65 on a normalized quarterly basis.","Closed ~$250M in non-Lennar transactions since spin-off at yields >11%; targets $1B+ for full-year 2025.","Q2 FY2025 EPS guidance $0.65-$0.68; year-end quarterly run rate expected $0.67-$0.69.","Actively working with financial advisors to secure additional financing for pipeline growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181553,"accession_number":"0001193125-25-032713","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Millrose Properties presents at JPM conference; no material new financial disclosures","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Officers presented at J.P. Morgan Global High Yield & Leveraged Finance Conference on Feb 24, 2025.","Slide presentation furnished as Exhibit 99.1 and posted on company website.","No earnings, guidance, or other material financial data were disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181552,"accession_number":"0001193125-25-023718","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"Millrose completes $900M acquisition of 24,000 homesites from Rausch Coleman, optioned to Lennar","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired ~24,000 homesites from Rausch Coleman for ~$900M cash, net of Lennar option deposits and holdbacks.","All acquired homesites are under option agreements with Lennar; transaction funded from cash on hand.","After closing, Millrose retains ~$1.3B in available capacity under its revolving credit facility.","CEO Darren Richman states the acquisition advances Millrose's accretive growth strategy and industry expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181551,"accession_number":"0001193125-25-022336","cik":2017206,"company_name":"Millrose Properties, Inc.","ticker":"MRP","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["1.01","2.03","3.02","3.03","5.03","5.01","5.02","7.01","9.01"],"status":"ready","headline":"Millrose Properties completes spin-off from Lennar; $5.5B land and $1B cash contributed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Millrose (MRP) listed on NYSE Feb 7, 2025 after Lennar distributed 80% of its common stock.","Lennar retains ~20% of Millrose shares (33.2M Class A) with no voting rights.","Millrose received $5.5B in land assets and $1B cash from Lennar at close.","External manager Kennedy Lewis receives 1.25% annual management fee on tangible assets.","Founder's Rights and Master Program/Option agreements govern ongoing Lennar relationship."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4360275172.110819,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}