US · Real Estate · REIT - Residential
EPS came in at 0.76 against a street estimate of 0.76 — a beat of 0.0%.
Analysts rate Millrose Properties, Inc. a strong buy (5 buy, 1 hold, 0 sell out of 6) with an average price target of $36.60.
CONFIDENT MRP deployed $8.8B capital with zero option terminations. Q2 AFFO $0.77/share; run-rate $0.80 guides above street. Expanding into multifamily via JPI. Sixth consecutive dividend increase to $0.77. Q2 2026 Southeast (NC, GA, TN) driving new transaction mix; home values and demand holding better than other regions. Analysts pressed on multifamily structure, leverage flexibility, and 21% margin sustainability. Management emphasized opportunistic approach (not core), ongoing leverage review (no change yet), and cost discipline plus regional strength driving margins despite affordability headwinds. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.39% |
| Vanguard Portfolio Management, LLC | 9.37% |
| FMR Inc | 4.96% |
| Vanguard Capital Management, LLC | 4.18% |
| State Street Corp | 4.11% |
| Brave Warrior Advisors LLC | 3.63% |
| Manufacturers Life Insurance Co | 2.46% |
| Permian Investment Partners | 2.40% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • Millrose Properties completed a $1.0 billion senior-notes offering on October 6, 2026. • The offering consisted of $500.0 million | 2026-10-06 |
| Reg FD disclosure · Q3 2026 MILLROSE PROPERTIES, INC. (MRP) – 8-K SUMMARY HEADLINE NUMBERS • Company declared a quarterly cash dividend of $0.79 per share on Class A and Class | 2026-09-23 |
| Company announcement · Q3 2026 MILLROSE PROPERTIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • $1,000,000,000 in senior notes issued in two tranches via private offering • $500,000,000 | 2026-09-23 |
| Company announcement · Q3 2026 MILLROSE PROPERTIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company announced plans to issue up to $1,000,000,000 in aggregate principal amount of se | 2026-09-22 |
| Material agreement · Q3 2026 MILLROSE PROPERTIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company increased its Revolving Credit Facility by $50 million, bringing total aggregate | 2026-09-21 |
| Material agreement · Q3 2026 MILLROSE PROPERTIES, INC. – 8-K SUMMARY HEADLINE NUMBERS • Filing Date: August 27, 2026 (reported September 1, 2026) • Company: Millrose Properties, | 2026-09-01 |
| Material agreement · Q3 2026 MILLROSE PROPERTIES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Credit Agreement Amendment Date: August 5, 2026 • Interest Rate Reduction: 0.25% per annu | 2026-08-05 |
| Quarterly report · Q2 2026 MILLROSE PROPERTIES, INC. — FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total assets: $9,707.3 million (June 30, 2026) vs. | 2026-08-04 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.79 / share ex-date Oct 5, 2026 · pay Oct 15, 2026 | 2026-10-05 |
| Dividend | $0.77 / share ex-date Jul 6, 2026 · pay Jul 15, 2026 | 2026-07-06 |
| Dividend | $0.76 / share ex-date Apr 2, 2026 · pay Apr 15, 2026 | 2026-04-02 |
| Dividend | $0.75 / share ex-date Jan 5, 2026 · pay Jan 15, 2026 | 2026-01-05 |
| Dividend | $0.73 / share ex-date Oct 3, 2025 · pay Oct 15, 2025 | 2025-10-03 |
| Announcement | Date |
|---|---|
| Founder's Rights Agreement entered into with U.S. Home and Lennar Millrose Properties, Inc. (ticker: MRP) announced on August 27, 2026, that it amended two key agreements with its partners and manager. First, the company modified its Founder's Rights Agree | 2026-09-01 |
| Quarterly cash dividend of $0.77 per share declared Millrose Properties announced a quarterly cash dividend of $0.77 per share (totaling approximately $127.9 million) payable on July 15, 2026 to shareholders of record as of July 6, 2026. This | 2026-06-23 |
| Expanded counterparty base to 17 homebuilders including top-10 national builder Millrose Properties, a homesite option platform serving residential homebuilders, reported strong Q1 2026 results with net income of $0.74 per share and adjusted funds from operations (AFFO) | 2026-05-06 |
| Quarterly dividend of $0.76 per share declared, payable April 15 Millrose Properties announced a quarterly cash dividend of $0.76 per share (totaling approximately $126.2 million), payable April 15, 2026, to shareholders of record as of April 3, 2026. CEO | 2026-03-23 |
| Full year 2026 pipeline supports up to $2 billion net new capital deployment Millrose Properties, a homesite option platform for homebuilders, reported strong 2025 results exceeding expectations. The company generated $2.44 per share in full-year net income and $2.58 | 2026-02-26 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.