US · Real Estate · REIT - Residential
EPS came in at 0.78 against a street estimate of 0.77 — a beat of 1.3%.
Analysts rate Millrose Properties, Inc. a strong buy (5 buy, 1 hold, 0 sell out of 6) with an average price target of $36.00.
CONFIDENT Core land-banking performance remained strong, Dream Finders expanded diversification, and management introduced buybacks while evaluating a measured rental pilot. Q3 FY26 Portfolio spans 30 states and 834 communities. Analysts pressed management on rental-strategy scaling, leverage, dividend mechanics and conflicts. Management emphasized a measured pilot, temporary leverage flexibility and shareholder-focused capital allocation. 2026-10-27…
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 |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $211,004, compared with $179,260 in the third quarter of 2025. • Nine-month 2026 revenue was $602 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net income attributable to common shareholders was $130.0 million, or $0.78 per share, compared with $105.1 million, or $0 | 2026-10-27 |
| 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 |
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 |
|---|---|
| Raised fourth-quarter AFFO outlook to $0.82–$0.84 per share Millrose Properties reported a record third quarter ended September 30, 2026. Net income attributable to common shareholders was $130 million, or $0.78 per share, on $211 million of revenue. | 2026-10-27 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.