MRP Millrose Properties, Inc.

CIK 0002017206 25 ready 8-Ks latest May 6, 2026, 7:59 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline

Ready 8-Ks 25

Latest filing June 23, 2026, 4:20 PM ET

Top materiality 0.85

Event mix debt ×8 · dividend ×6 · earnings ×6

Sentiment 14 pos · 0 neg · 11 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for MRP

Highest-materiality recent filing

Millrose Properties completes spin-off from Lennar; $5.5B land and $1B cash contributed

February 7, 2025, 6:59 PM ET other material materiality 0.85 positive item 1.01 item 2.03 item 3.02 item 3.03 item 5.03 item 5.01 item 5.02 item 7.01 item 9.01 ◈ executive_change ×12◈ Governance Changes ×2◈ M&A Transactions

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.

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May 6, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Millrose Properties Q1: Net income $0.74/sh, AFFO $0.76; reaffirms FY2026 growth guidance

Net income $122.9M ($0.74/sh); AFFO $125.9M ($0.76/sh); total revenues $194.9M.
March 27, 2026, 7:59 PM ET debt materiality 0.65 positive item 1.01 item 2.03 item 7.01 item 9.01 ◈ Debt Financings ×2◈ Material Agreements

Millrose closes $1.835B unsecured credit facility, adds $500M term loan

New facility: $1.335B revolver + $500M term loan, total $1.835B unsecured.
February 26, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Millrose Q4 AFFO $0.76; FY2025 net income $2.44/share; $2B deployment 2026

Q4 total revenues $189.5M, AFFO $0.76/share; full-year revenues $600.5M, AFFO $2.58/share.
October 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 9.01

Millrose Q3 AFFO $0.74/sh; raises FY guidance; completes $2B notes offering

Net income $105.1M ($0.63/share); AFFO $122.5M ($0.74/share); revenue $179.3M.
October 9, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01

Millrose Properties reports preliminary Q3 2025 AFFO $122.5M ($0.74/share), rev $179.3M

Revenue $179.3M (Q3) and $411.0M (9M); net income $105.1M ($0.63/share).
September 12, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01 item 1.02 item 2.03 item 9.01 ◈ Debt Financings

Millrose Properties issues $750M of 6.250% Senior Notes due 2032; repays DDTL Credit Agreement

Issued $750M aggregate principal of 6.250% Senior Notes due September 15, 2032.
September 8, 2025, 7:59 PM ET debt materiality 0.75 neutral item 8.01 item 9.01

Millrose Properties plans $500M senior notes offering to repay term loan

Plans to offer up to $500M aggregate principal amount of senior notes due 2032.
August 8, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01 item 2.03 item 9.01 ◈ Debt Financings

Millrose Properties closes $1.25B offering of 6.375% Senior Notes due 2030

Issued $1.25B aggregate principal of 6.375% Senior Notes due August 1, 2030.
August 5, 2025, 7:59 PM ET debt materiality 0.70 neutral item 8.01 item 9.01

Millrose prices upsized $1.25B 6.375% senior notes due 2030

$1.25B aggregate principal of 6.375% Senior Notes due 2030 priced at 100% of par.
August 4, 2025, 7:59 PM ET debt materiality 0.65 neutral item 1.01 item 2.03 item 8.01 item 9.01

Millrose announces $1.0B senior notes offering to refinance existing debt

Plans $1.0B senior notes due 2030 in private placement; net proceeds to repay $500M term loan due 2026 and $450M revolver.
July 31, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

Millrose Properties Q2 net income $112.8M, AFFO $0.69/share; raises guidance

Net income $112.8M ($0.68 diluted EPS); AFFO $115M ($0.69/share).
June 26, 2025, 7:59 PM ET debt materiality 0.65 positive item 1.01 item 2.03 item 9.01

Millrose Properties enters $1.0B delayed draw term loan facility to finance homesite acquisition

$1.0B delayed draw term loan facility with Goldman Sachs as admin agent, maturing June 23, 2026.
May 14, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Millrose Q1 net income $64.8M ($0.39/sh); raises 2025 funding guidance to $1.5B

Net income $64.8M ($0.39/share) on $82.7M option fees; book value $35.40/share.
March 17, 2025, 7:59 PM ET dividend materiality 0.70 positive item 7.01 item 8.01 item 9.01

Millrose declares $0.38/share inaugural dividend; Q2 EPS guidance $0.65-$0.68

Inaugural cash dividend of $0.38 per share ($65M total), payable April 15, 2025 to holders of record April 4, 2025.
February 11, 2025, 6:59 PM ET M&A materiality 0.78 positive item 1.01 item 2.01 item 7.01 item 9.01 ◈ M&A Transactions

Millrose completes $900M acquisition of 24,000 homesites from Rausch Coleman, optioned to Lennar

Acquired ~24,000 homesites from Rausch Coleman for ~$900M cash, net of Lennar option deposits and holdbacks.
February 7, 2025, 6:59 PM ET other material materiality 0.85 positive item 1.01 item 2.03 item 3.02 item 3.03 item 5.03 item 5.01 item 5.02 item 7.01 item 9.01 ◈ executive_change ×12◈ Governance Changes ×2◈ M&A Transactions

Millrose Properties completes spin-off from Lennar; $5.5B land and $1B cash contributed

Millrose (MRP) listed on NYSE Feb 7, 2025 after Lennar distributed 80% of its common stock.