{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-247786","form_type":"8-K","ticker":"MRP","cik":"0002017206","company_name":"Millrose Properties, Inc.","filed_at":"2025-10-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:41.321689+00:00","generated_at":"2026-05-17T02:35:16.448720+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Millrose Q3 AFFO $0.74/sh; raises FY guidance; completes $2B notes offering","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-247786","json":"https://secwatch.observer/filing/0001193125-25-247786.json","markdown":"https://secwatch.observer/filing/0001193125-25-247786.md","text":"https://secwatch.observer/filing/0001193125-25-247786.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2017206/000119312525247786/0001193125-25-247786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2017206/000119312525247786/ck0002017206-20251023.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T02:35:16.448720+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}