{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-331663","form_type":"8-K","ticker":"MRP","cik":"0002017206","company_name":"Millrose Properties, Inc.","filed_at":"2026-08-04T13:01:32+00:00","discovered_at":"2026-08-04T13:03:00.389635+00:00","generated_at":"2026-08-04T13:03:05.319536+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Millrose Q2 net income $125.9M ($0.76/sh); AFFO $0.77/sh; dividend raised 6th consecutive quarter","bullets":["Net income $125.9M ($0.76 diluted EPS); AFFO $127.6M ($0.77/sh); total revenues $196.9M.","Quarterly dividend $0.77/sh paid July 15; sixth consecutive quarterly increase.","Portfolio of 143,771 homesites across 877 communities; total homesites under option $9.7B.","Expanded counterparty base to 19 builders; funded $555M in other agreements at 10.6% yield.","Announced land banking capital support for Dream Finders Homes' proposed acquisition of Beazer Homes."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-331663","json":"https://secwatch.observer/filing/0001193125-26-331663.json","markdown":"https://secwatch.observer/filing/0001193125-26-331663.md","text":"https://secwatch.observer/filing/0001193125-26-331663.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2017206/000119312526331663/0001193125-26-331663-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2017206/000119312526331663/ck0002017206-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T13:03:05.319536+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"}