Millrose Properties, INC
Market Movers (8-K)
NYSE
Millrose Properties, Inc. announced robust second quarter 2026 financial results, including net income of $125.9 million and a significant increase in redeployed capital for land acquisitions and development.
NYSE
Millrose Properties, Inc. reports results from its annual stockholder meeting, including director elections and auditor ratification.
NYSE
Millrose Properties announced robust first quarter 2026 financial results, with net income of $0.74 per share and AFFO of $0.76 per share, driven by strategic capital redeployment and expanded partnerships.
NYSE
Millrose Properties, Inc. has amended its credit agreement, establishing a new $1.835 billion unsecured credit facility to enhance liquidity and financial flexibility.
Capital raise
Better than expected
NYSE
Millrose Properties, Inc. announced a quarterly cash dividend of $0.76 per share, totaling approximately $126.2 million, payable on April 15, 2026.
NYSE
Millrose Properties highlights robust 2025 financial performance, significant capital deployment, and a positive outlook for its homesite option platform.
Better than expected
Capital raise
Quarterly Earnings (10-Q)
NYSE
Millrose Properties reports significant net income and revenue growth in its first post-spin-off quarterly report, driven by land banking operations and strategic acquisitions.
Capital raise
Better than expected
NYSE
Millrose Properties, Inc. announced a significant financial turnaround in its first post-spin-off quarterly report, driven by new revenue streams and strategic land acquisitions, including major deals with Rausch Coleman Homes and New Home Company.
Delay expected
Better than expected
Capital raise
NYSE
Millrose Properties reports a net income of $39.8 million for Q1 2025, marking its first quarter as an independent, publicly-traded company after its spin-off from Lennar Corporation.
Better than expected
Annual Reports (10-K)
NYSE
Millrose Properties, Inc. reports significant growth in its first year as an independent public company, driven by its homesite option platform and strategic acquisitions, achieving $379.9 million in net income.
Capital raise
Better than expected
NYSE
Millrose Properties details its authorized capital stock, voting rights, REIT qualification plans, and various agreements with Lennar in its comprehensive 10-K filing.
Insider Trading (Form 4)
NYSE
Director Matthew Gorson of Millrose Properties, Inc. reported the acquisition of 4,500 shares of Class A Common Stock.
NYSE
General Counsel and Secretary Rachel Presa acquired 1,032 shares of Millrose Properties, Inc. across two open-market transactions.
NYSE
Millrose Properties, Inc. granted Director Mary Alison Mincey 5,639 restricted stock units under its 2024 Omnibus Incentive Plan.
NYSE
Kathleen B. Lynch, a Director at Millrose Properties, Inc., was granted 5,639 restricted stock units on May 13, 2026.
NYSE
Millrose Properties, Inc. reports the grant of 5,639 restricted stock units to Director Matthew B. Gorson.
NYSE
Robert Nitkin, Chief Operating Officer of Millrose Properties, Inc., reported the acquisition of 1,840 shares of Class A Common Stock on May 12, 2026.
New Public Companies (S-1)
NYSE
S-11/A: Lennar to Spin Off Millrose Properties in Taxable Transaction, Distributing Shares to Stockholders
Lennar Corporation is set to spin off its land asset management business, Millrose Properties, into an independent, publicly traded REIT through a taxable distribution of shares to existing Lennar stockholders.
NYSE
Millrose Properties, Inc. files an S-11 form detailing its spin-off from Lennar Corporation and its strategy to provide land acquisition and development financing through its Homesite Option Purchase Platform (HOPPR).
Capital raise
Schedule 13D - Activist Investments
NYSE
Lennar Corporation announced the final results of its exchange offer, significantly reducing its stake in Millrose Properties, Inc. Class A Common Stock.
NYSE
SCHEDULE 13D: Miller Family Entities Disclose Significant Stake in Millrose Properties Following Lennar Spin-Off
LMM Family Corp., MP Alpha Holdings LLLP, and The Miller Charitable Fund LLLP have collectively reported beneficial ownership of 6.5% of Millrose Properties, Inc.'s Class A Common Stock following a spin-off from Lennar Corporation.
NYSE
SCHEDULE 13D: Stuart A. Miller Discloses 7.5% Stake in Millrose Properties Following Lennar Spin-Off and Open Market Purchases
Stuart A. Miller, Executive Chairman and Co-CEO of Lennar Corporation, has disclosed a 7.5% beneficial ownership stake in Millrose Properties, Inc. following its spin-off from Lennar, along with subsequent open market purchases totaling nearly $10 million.
NYSE
Lennar Corporation has filed a Schedule 13D, revealing its retention of a 21.5% stake in Millrose Properties, Inc. following the completion of a taxable spin-off, with plans for future disposition of these shares.
Capital raise
Schedule 13G - Passive Investments
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 13.8% of Millrose Properties, Inc.'s Class A Stock as of June 30, 2026.
NYSE
Brave Warrior Advisors, LLC has filed a Schedule 13G, reporting beneficial ownership of 6,030,725 shares of Millrose Properties, Inc. Class A common stock, representing 3.91% of the class.
NYSE
Vanguard Portfolio Management has reported a beneficial ownership of 10.07% in Millrose Properties Inc., holding over 15.5 million shares.
NYSE
Vanguard Capital Management has reported beneficial ownership of 8,116,252 shares, representing 5.26% of the outstanding common stock of Millrose Properties Inc.
NYSE
Vanguard Portfolio Management has reported a 9.64% beneficial ownership of Millrose Properties Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group has amended its Schedule 13G filing for Millrose Properties Inc., reporting 0% beneficial ownership due to an internal corporate realignment.
Worse than expected