Welcome to our dedicated page for MFA Financial news (Ticker: MFA), a resource for investors and traders seeking the latest updates and insights on MFA Financial stock.
MFA Financial, Inc. reports news on its internally managed real estate investment trust operations, including investments in residential mortgage loans, residential mortgage-backed securities and other real estate assets. Company updates commonly address portfolio growth, Non-QM loan activity, single-family rental and transitional loans, securitizations, credit performance and leverage.
Recurring announcements also cover results from Lima One Capital, MFA's wholly owned business-purpose lending subsidiary for real estate investors, along with common and preferred stock dividends, dividend tax information, share repurchase activity and scheduled earnings calls.
MFA Financial (NYSE:MFA) reported GAAP net income of $43.6M for Q4 2025 and $136.5M for full-year 2025, with GAAP EPS of $0.42 (Q4) and $1.31 (FY). Distributable earnings were $27.8M (Q4) and $104.0M (FY). Total economic return was 3.1% in Q4 and 9.0% for 2025. MFA closed Q4 with $213.2M unrestricted cash and announced a new $200M stock repurchase program effective through 2028.
Portfolio activity included $2.7B of 2025 loan acquisitions (including $1.8B Non-QM), five securitizations totaling $1.8B UPB of Non-QM, and $2.1B of Agency MBS purchases.
MFA Financial (NYSE:MFA) posted dividend tax information for the 2025 tax year. Common stock dividends paid in 2025 are expected to be 59.4% ordinary income (Section 199A) and 40.6% return of capital. Preferred dividends paid quarterly in 2025 are expected to be 100% ordinary income (Section 199A).
Stockholders should review brokerage tax statements and consult tax advisors; the information is not tax advice.
MFA Financial (NYSE: MFA) will host a live audio webcast of its investor conference call on Wednesday, February 18, 2026 at 11:00 a.m. ET to discuss fourth quarter 2025 financial results, which are scheduled to be announced earlier that day.
The webcast will be accessible at www.mfafinancial.com via the News & Events link. Earnings presentation materials will be posted on the website prior to the call and an audio replay will be available after the call. MFA is an internally managed real estate investment trust that invests in residential mortgage loans, mortgage-backed securities and other real estate assets and originates business-purpose loans through its subsidiary Lima One Capital. MFA has distributed over $5.0 billion in dividends since its 1998 IPO.
MFA Financial (NYSE:MFA) announced a regular quarterly cash dividend of $0.36 per share. The Board declared the dividend with a record date of December 31, 2025 and a payment date of January 30, 2026 to common stockholders of record.
MFA is an internally managed REIT focused on residential mortgage loans, RMBS and other real estate assets and, through Lima One Capital, originates and services business-purpose loans for real estate investors. MFA has distributed over $5.0 billion in dividends since its 1998 IPO.
MFA Financial (NYSE:MFA) announced quarterly dividends on its preferred shares for the quarter ending December 31, 2025. The Board declared a $0.46875 per‑share dividend on 7.50% Series B cumulative redeemable preferred stock and a $0.61385 per‑share dividend on 6.50% Series C fixed‑to‑floating cumulative redeemable preferred stock.
Both dividends are payable on December 31, 2025 to holders of record as of December 4, 2025. The Series C dividend reflects an annualized rate of 9.60811% based on three‑month CME Term SOFR plus stated spreads on the September 26, 2025 dividend determination date.
MFA also noted it has distributed over $5.0 billion in dividends to stockholders since 1998.
MFA Financial (NYSE:MFA) reported Q3 2025 results: GAAP net income $37.3M ($0.36 basic / $0.35 diluted) and distributable earnings $21.0M ($0.20 per share). The company paid a $0.36 dividend on Oct 31, 2025. GAAP book value $13.13 and economic book value $13.69 at Sept 30, 2025; total economic return 2.6%. MFA closed the quarter with $305.2M unrestricted cash and acquired $1.2B of residential mortgage assets, including $452.8M Non-QM and $472.8M Agency MBS. Lima One originations rose 20% to $260M with $200M transitional loans at ~10% coupon. MFA securitized $721.5M of Non-QM loans, repurchased ~500k shares, and reduced 60+ day delinquencies to 6.8%. Debt/Net Equity ratio was 5.5x.
Campfire (NYSE:MFA) announced a $65 million Series B on Oct 15, 2025, co-led by Accel and Ribbit, with continued investment from Foundation Capital and Y Combinator and several angel investors.
Total funding exceeded $100 million after this round, reached in just 12 weeks following a $35 million Series A. Campfire reports 10x year-to-date revenue growth, multiple migrations off legacy ERP (including SAP), and enterprise customers on the platform.
The company also announced L.A.M., a proprietary accounting AI model achieving 95% accuracy on workflows like reconciliations and variance detection.
MFA Financial (NYSE:MFA) will host a live audio webcast of its third quarter 2025 earnings conference call on Thursday, November 6, 2025 at 11:00 a.m. ET. Third quarter 2025 financial results will be announced earlier that day.
The webcast is accessible at www.mfafinancial.com via the "News & Events" link. Earnings presentation materials will be posted on the website before the call and an audio replay will be available after the call. Contact: InvestorRelations@mfafinancial.com; 212-207-6488.
Company focus: investing in residential mortgage loans, RMBS, and other real estate assets; wholly owned subsidiary Lima One Capital originates and services business purpose loans. MFA has distributed over $4.9 billion in dividends since its IPO.
MFA Financial (NYSE: MFA) has completed its 20th Non-QM loan securitization, MFA 2025-NQM4, marking a significant milestone in its residential mortgage business. The transaction represents the company's fourth securitization in 2025, bringing its total Non-QM securitization volume to $7.3 billion since 2020.
The latest securitization comprises 621 mortgage loans with an unpaid principal balance of $371.2 million. The loan pool features a weighted average coupon of 7.68%, a loan-to-value ratio of 68%, and an average credit score of 741. The company's Non-QM loan portfolio has now exceeded $5 billion in outstanding balance following Q3 purchases.
MFA Financial (NYSE:MFA), a leading specialty finance company focusing on residential mortgage investments, has declared a quarterly cash dividend of $0.36 per share of common stock. The dividend will be paid on October 31, 2025, to stockholders of record as of September 30, 2025.
The company, which operates through its subsidiary Lima One Capital, has distributed over $4.9 billion in dividends since its 1998 IPO. MFA specializes in investing in residential mortgage loans, mortgage-backed securities, and other real estate assets, while also originating and servicing business purpose loans for real estate investors.