Mfa Financial Stock Price, News & Analysis

MFA Financial (NYSE:MFA) reported Q2 2025 financial results with GAAP net income of $22.6 million ($0.22 per basic share) and distributable earnings of $24.7 million ($0.24 per basic share). The company paid a $0.36 dividend and achieved a 1.5% total economic return. MFA's investment portfolio grew to $10.8 billion, with significant acquisitions including $503 million in Non-QM loans and $131 million in Agency MBS.

Key metrics include GAAP book value of $13.12 per share, economic book value of $13.69 per share, and unrestricted cash of $275.7 million. The company's net interest spread improved to 1.98% while maintaining a Debt/Net Equity ratio of 5.2x. Portfolio performance showed improvement with 60+ day delinquencies declining to 7.3% from 7.5% in the previous quarter.

[ "Portfolio growth to $10.8 billion with $876 million in new acquisitions", "Net interest spread increased to 1.98% from 1.84% quarter-over-quarter", "60+ day delinquencies improved to 7.3% from 7.5%", "Strong liquidity position with $275.7 million in unrestricted cash", "Successfully completed 18th Non-QM securitization of $318.4 million" ]

MFA Financial (NYSE:MFA), a leading specialty finance company, has scheduled its second quarter 2025 earnings conference call for August 6, 2025, at 11:00 a.m. ET. The company will host a live audio webcast accessible via their website at mfafinancial.com.

MFA Financial specializes in investing in residential mortgage loans, residential mortgage-backed securities, and other real estate assets. Through its subsidiary Lima One Capital, the company originates and services business purpose loans for real estate investors. Since its IPO in 1998, MFA has distributed over $4.9 billion in dividends to stockholders.

MFA Financial (NYSE: MFA) has declared a quarterly cash dividend of $0.36 per share of common stock, payable on July 31, 2025, to stockholders of record as of June 30, 2025. The company, a prominent specialty finance firm, focuses on investing in residential mortgage loans, mortgage-backed securities, and real estate assets. Through its subsidiary Lima One Capital, MFA originates and services business purpose loans for real estate investors. Since its IPO in 1998, MFA has distributed over $4.9 billion in dividends to stockholders. The company operates as an internally managed, publicly-traded real estate investment trust.

MFA Financial (NYSE: MFA) has declared quarterly dividends for its preferred stock series. The company will pay $0.46875 per share for Series B Preferred Stock (7.50% rate) and $0.61911 per share for Series C Preferred Stock (9.90578% rate) for Q2 2025. Both dividends will be paid on June 30, 2025, to stockholders of record as of June 4, 2025.

MFA Financial is a specialty finance company focusing on residential mortgage loans, mortgage-backed securities, and real estate assets. Through its Lima One Capital subsidiary, it originates business purpose loans for real estate investors. Since its 1998 IPO, MFA has distributed over $4.9 billion in dividends to stockholders.

MFA Financial (NYSE:MFA) reported its Q1 2025 financial results with GAAP net income of $33.0 million ($0.32 per basic share). The company increased its dividend to $0.36 per share and achieved a total economic return of 1.9%. GAAP book value was $13.28 per share, while economic book value reached $13.84. The company maintained strong liquidity with $253.7 million in unrestricted cash. During Q1, MFA sourced $875 million in residential loans and securities, including $383 million in Non-QM loans. Their subsidiary Lima One originated $213 million in business purpose loans. The company's Agency MBS portfolio grew to $1.6 billion, and they completed their 17th Non-QM securitization of $305 million. Portfolio delinquencies remained stable at 7.5%, while the company's Debt/Net Equity ratio stood at 5.1x.

MFA Financial (NYSE: MFA) has announced it will host a live audio webcast of its investor conference call on Tuesday, May 6, 2025, at 11:00 a.m. (Eastern Time) to discuss its first quarter 2025 financial results. The company, a leading specialty finance firm focusing on residential mortgage loans and securities, will release its Q1 2025 results earlier that day.

The webcast will be accessible via MFA's website at mfafinancial.com under the 'News & Events' section. Earnings presentation materials will be posted before the call, and an audio replay will be available afterward. Through its subsidiary Lima One Capital, MFA originates business purpose loans for real estate investors. The company has distributed over $4.8 billion in dividends since its 1998 IPO.

MFA Financial (NYSE: MFA) has announced a quarterly dividend increase to $0.36 per share of common stock, up from $0.35 in the previous quarter. The dividend will be paid on April 30, 2025, to stockholders of record on March 31, 2025.

CEO Craig L. Knutson expressed confidence in MFA's balance sheet strength and ability to generate attractive returns in the current investing environment. The company, a specialty finance firm focusing on residential mortgage loans and securities, has distributed over $4.8 billion in dividends since its 1998 IPO.

MFA operates through its wholly-owned subsidiary Lima One Capital, which originates and services business purpose loans for real estate investors. The company functions as an internally managed, publicly-traded real estate investment trust.

MFA Financial (NYSE: MFA) has announced the election of Christopher Small to its Board of Directors, effective immediately. Small, 47, currently serves as CEO of Black Owl Managing, , a family investment office since October 2022. His extensive background includes serving as Managing Director at Wells Fargo Securities from 2010 to 2022, where he headed Diversified Financials and Financial Institutions Group Investment Banking.

Small brings significant expertise in investment banking and capital markets, particularly in residential mortgage finance. He will serve on both the Audit Committee and Compensation Committee of the Board. His previous experience includes roles at American Capital, and JMP Securities Small holds an A.B. degree from Princeton University.

MFA Financial is a specialty finance company focusing on residential mortgage loans, mortgage-backed securities, and real estate assets. Through Lima One Capital, it originates business purpose loans for real estate investors. The company has distributed over $4.8 billion in dividends since its 1998 IPO.

MFA Financial (NYSE:MFA) reported its Q4 and full-year 2024 financial results. The company posted a Q4 GAAP net loss of $(2.3) million, or $(0.02) per share, while distributable earnings were $40.8 million ($0.39 per share). For full-year 2024, GAAP net income increased to $86.4 million ($0.83 per share) from $47.3 million in 2023.

Key highlights include: total economic return of 5.2% for 2024; asset yield improvement to 6.64% from 6.16% in 2023; interest income growth to $724.0 million from $605.6 million; and loan acquisition activity of $2.6 billion. The company completed eight securitizations totaling $2.4 billion UPB of loans and maintained quarterly dividends of $0.35 per share throughout 2024.

Q4 portfolio activity included $470.1 million in Non-QM loan acquisitions and $462.9 million in Agency MBS additions. The company's Agency MBS portfolio reached $1.4 billion, while maintaining a Debt/Net Equity Ratio of 5.0x and recourse leverage of 1.7x.