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Current Report · Items 7.01, 8.01, 9.01 · 8-K

Millrose Properties, Inc.

MRPNYSEEQUITYCurrent

Regulation FD Disclosure · Other Events

Item 7.01 Regulation FD Disclosure. On September 23, 2026, Millrose Properties, Inc. (the “Company”) issued a press release announcing its upcoming quarterly dividend distribution. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.…

Filed Sep 23, 2026Accepted Sep 23, 2026, 4:43 PM EDTCIK 2017206Accession 0001193125-26-399549
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Company context

Millrose’s self-financing recycled capital business model is a unique feature of Millrose’s solution to traditional Land Banking, and is made possible by (a) the use of the HOPP’R to operate and manage the acquisition, financing and Horizontal Development of land assets on a large scale and (b) Lennar’s initial contribution of the Business Assets in return for equity — allowing Millrose access to assets and cash to finance new land acquisitions without having to repay the initial contribution. As part of the Spin-Off, Millrose will receive the Business Assets from Lennar, consisting of (i) the use of the HOPP’R and related intellectual property rights, including the HOPP’R trademark rights (the “HOPP’R Rights”); (ii) approximately $5.0-6.0 billion of developable Homesites and prospective Homesites that, in the aggregate, we believe have a relatively short and reliable expected cash conversion cycle, as described under “Our Properties” (the “Transferred Assets”); (iii) the “Lennar Services,” which give Millrose access to the land acquisition and Horizontal Development skillsets, knowledge, experience and expertise of Lennar’s personnel; and (iv) the “Cash Contribution” of (a) up to approximately $500 million in cash and (b) an additional approximately $500 million in cash as payment on the Option Deposits by Lennar to Millrose in connection with the contribution of the Transferred Assets pursuant to the Lennar Agreements. Following the Spin-Off on or about the Distribution Dat

Current securities

Recent company filings

  1. Other EventsSep 23, 2026
  2. Other EventsSep 22, 2026
  3. Entry into a Material Definitive Agreement · Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet ArrangementSep 21, 2026
  4. Entry into a Material Definitive AgreementSep 1, 2026
  5. 4 filingAug 10, 2026

Disclosure sections

Items 7.01, 8.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01 Regulation FD Disclosure. On September 23, 2026, Millrose Properties, Inc. (the “Company”) issued a press release announcing its upcoming quarterly dividend distribution. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information furnished herewith pursuant to Item 7.01 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall such information be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 8.01Item 8.01 - Other Events
Item 8.01 Other Events. On September 23, 2026, the Company’s Board of Directors declared a quarterly cash dividend of $0.79 per share on the Company’s Class A common stock and Class B common stock, payable on October 15, 2026, to stockholders of record as of the close of business on October 5, 2026.
Filed exhibits (1)
EX-99.1 (by filename) ck0002017206-ex99_1.htm

Exhibit 99.1 Millrose Properties Announces Quarterly Dividend Payment MIAMI - September 23, 2026 - Millrose Properties, Inc. (NYSE: MRP, “Millrose”), the homesite option platform for residential homebuilders, today announced that its Board of Directors has declared a quarterly cash dividend of approximately $131.2 million, or $0.79, per share of Class A and Class B common stock. The dividend will be paid on October 15, 2026, to shareholders of record as October 5, 2026. "We're pleased to announce another quarterly dividend increase, reflecting the continued growth of the platform. Millrose has continued to gain share as the housing industry's leading homesite platform, underpinned by our expanding base of long-term builder relationships, proprietary technology, and rigorous independent due diligence," said Darren Richman, Chief Executive Officer and President of Millrose Properties. About Millrose Properties, Inc. Millrose (NYSE: MRP) is the premier homesite option platform for residential homebuilders. The company specializes in the acquisition and horizontal development of land to provide a predictable, just-in-time supply of finished homesites - the most scarce and mission-

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