Every 8-K that MFA Fincl (MFAO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MFAO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MFAO filings page.
MFA Financial, Inc. reported second quarter 2026 GAAP net income to common stockholders and participating securities of $36.2 million, or $0.35 per basic share and $0.34 per diluted share, compared with $22.6 million, or $0.22 per basic share, a year earlier. Non‑GAAP distributable earnings were $12.2 million, or $0.12 per basic share, while distributable earnings prior to realized credit losses were $36.7 million, or $0.35 per share. A regular cash dividend of $0.36 per common share was paid on July 31, 2026.
GAAP book value at June 30, 2026 was $12.71 per common share and economic book value was $13.20 per share, producing a 2.6% total economic return for the quarter. The residential investment portfolio increased to $13.0 billion from $12.5 billion at March 31, led by $5.7 billion of Non‑QM loans and $4.1 billion of Agency MBS. Liquidity totaled $435 million, including unrestricted cash and unpledged Agency MBS. The overall Debt/Net Equity Ratio was 6.6x, with recourse leverage of 3.0x.
Credit metrics improved as 60+ day delinquencies in the residential loan portfolio fell to 7.0% of unpaid principal balance from 7.8% at March 31 after resolving nearly $200 million of previously delinquent loans. The company completed two loan securitizations backed by $817.4 million UPB and repurchased 529,378 common shares in the quarter, bringing cumulative repurchases since last year to 2 million shares.
MFA Financial, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on June 3, 2026. Stockholders voted on director elections, auditor ratification, and an advisory resolution on executive compensation.
As of the April 8, 2026 record date, the company had 101,596,232 shares of common stock outstanding. A quorum of 74,325,652 shares, representing approximately 73.16% of the outstanding common stock, was present in person or by proxy.
Two Class I directors, Laurie S. Goodman and Richard C. Wald, were each elected with over a majority of votes cast. KPMG LLP was ratified as independent registered public accounting firm for the fiscal year ending December 31, 2026. The advisory (non-binding) proposal approving the company’s executive compensation also received stockholder approval.
MFA Financial, Inc. reported first quarter 2026 results showing a GAAP net loss available to common stock and participating securities of $(11.4) million, or $(0.11) per share, driven largely by fair value losses on loans and securities.
Non-GAAP Distributable earnings were $31.1 million, or $0.30 per basic share, and Distributable earnings prior to realized credit losses were $35.5 million, or $0.34 per share. MFA paid a common dividend of $0.36 per share and reported GAAP book value of $12.70 and economic book value of $13.22 per common share at March 31, 2026, producing a total economic return of (1.2)% for the quarter.
The residential investment portfolio increased to $12.5 billion, supported by acquisitions of $392.8 million of Agency MBS, $470.6 million of Non-QM loans, and $219 million of new business purpose loans through Lima One. MFA completed two Non-QM securitizations totaling $757.2 million UPB, maintained a debt/net equity ratio of 6.3x and recourse leverage of 2.7x, and ended the quarter with $221.6 million of unrestricted cash and $174.8 million of unpledged Agency MBS.
MFA Financial reported much stronger results for the quarter and year ended December 31, 2025 and announced a new stock repurchase plan. Q4 net income was $54.3 million, up sharply from $5.9 million a year earlier, with full-year net income of $176.8 million versus $119.3 million in 2024. Q4 distributable earnings were $27.8 million, or $0.27 per basic share. Economic book value per share was $13.75, slightly above the prior year’s $13.93 despite a higher-rate environment that compressed net interest spreads to 1.69% on the total balance sheet. Total assets grew to $13.0 billion, led by $8.8 billion of residential whole loans and $3.36 billion of securities.
The board authorized a new $200 million common stock repurchase program effective through the end of 2028, replacing the prior plan that expired in 2025. Management highlighted 2025 investments of about $4.8 billion in target assets, continued cost reductions, and total economic returns of 3.1% for Q4 and 9.0% for the year.
MFA Financial, Inc. furnished its quarterly results materials, announcing financial results for the quarter ended September 30, 2025. The company provided a press release and additional information as Exhibits 99.1 and 99.2 to its Form 8-K dated November 6, 2025.
The materials are being furnished, not filed, under the Securities Exchange Act, which limits their use for liability purposes. The company noted that the release includes forward-looking statements that are subject to risks and uncertainties described in its SEC filings.
MFA Financial, Inc. announced a temporary trading blackout tied to its 401(k) Savings Plan. The blackout will begin at 4:00 p.m. Eastern Time on December 1, 2025 and is expected to end after the close of business on December 5, 2025. It relates to removing the company’s Common Stock and 7.50% Series B Cumulative Redeemable Preferred Stock as plan investment options and liquidating any plan-held shares during the blackout.
During this period, plan participants cannot transact in these securities within their plan accounts or direct/diversify assets invested in them at the start of the blackout. Under Regulation BTR, directors and executive officers (and immediate family members sharing their residence) are prohibited from purchases, sales, transfers, or related derivative transactions in these securities while the blackout is in effect, subject to limited exclusions and exemptions.