---
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"
generated_at: "2026-08-04T13:03:05.319536+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Millrose Q2 net income $125.9M ($0.76/sh); AFFO $0.77/sh; dividend raised 6th consecutive quarter

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-331663
- JSON: https://secwatch.observer/filing/0001193125-26-331663.json
- Plain text: https://secwatch.observer/filing/0001193125-26-331663.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.