secwatch.observer — SEC 8-K summary
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Issuer:     Millrose Properties, Inc. (MRP)
CIK:        0002017206
Form:       8-K
Filed at:   2026-08-04T13:01:32+00:00
Accession:  0001193125-26-331663
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2017206/000119312526331663/0001193125-26-331663-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2017206/000119312526331663/ck0002017206-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-331663

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer