MFA Research | Milton Maxwell

MFA

MFA Financial, Inc.

9.49

-0.11-1.15%

Dec 16, 4:00:02 PM EST

Upcoming Earnings

Report date

-/-

Earnings Call Transcripts

This Quarter (Q4 '25)

No earnings call transcript available yet

Last Quarter (Q3 '25)

No earnings call transcript available

Key Stats

Market Cap

974.33M

P/E (TTM)

11.03

Basic EPS (TTM)

0.86

Dividend Yield

0.15%

Recent Filings

8-K

11/6/25Nov 6, 2025

10-Q

11/6/25Nov 6, 2025

8-K

MFA 401(k) blackout announced

10/30/25Oct 30, 2025

MFA Financial announced a trading blackout period starting December 1, 2025, at 4:00 p.m. ET and ending December 5, 2025, to remove its common stock and 7.50% Series B Preferred Stock as options from the 401(k) Savings Plan and liquidate related holdings. This Sarbanes-Oxley-mandated restriction halts all transactions in these securities for directors, executives, and family members, regardless of Plan participation. Plan participants can't trade or diversify during this window. No business impact beyond compliance is disclosed.

8-K

MFA launches ATM equity programs

8/15/25Aug 15, 2025

MFA Financial launched new at-the-market programs on August 15, 2025, enabling sales of up to $300 million in common stock through multiple agents at a 1.0% commission and $100 million in Series B or C preferred stock via two agents at up to 2.0%. This replaces a prior common stock agreement from February 2024, while Articles Supplementary filed August 13 boosted authorized preferred shares to support the offerings. No sales have occurred yet. Flexibility aids capital raising amid market shifts.

8-K

MFA Q2 earnings and portfolio growth

8/6/25Aug 6, 2025

MFA Financial grew its residential investment portfolio to $10.8 billion in Q2 2025, acquiring $876 million in loans and securities amid steady runoff. GAAP net income hit $22.6 million ($0.22 per share), while distributable earnings reached $24.7 million ($0.24 per share); net interest spread climbed to 1.98%. Delinquencies dipped to 7.3%, but credit losses on business purpose loans pressured returns. Portfolio expanded modestly.

About

MFA Financial, Inc., together with its subsidiaries, operates as a real estate investment trust in the United States. It invests in residential mortgage securities, including non-agency mortgage-backed securities, agency MBS, and credit risk transfer securities; residential whole loans, including purchased performing loans, purchased credit deteriorated, and non-performing loans; and mortgage servicing rights related assets. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. MFA Financial, Inc. was incorporated in 1997 and is based in New York, New York.

CEO

Mr. Craig L. Knutson

IPO

4/13/1998

Website

https://www.mfafinancial.com

Employees

348

Sector

Real Estate

Industry

REIT - Mortgage