MFA Approves $200M Stock Repurchase Program
MFA also announced that its board of directors has authorized a new $200M stock repurchase program for the company's common stock, which will be in effect through the end of 2028. The new program supersedes the company's prior repurchase program, which expired at the end of 2025.
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Financial Adjustments: The financial adjustments for Q4 indicate a slight decrease in the adjusted EPS, reported at USD 0.27.
Comparison with Estimates: The adjusted EPS of USD 0.27 aligns with the estimates provided by Ibes.
Fourth Quarter Financial Results: M Financial, Inc. has announced its financial results for the fourth quarter of 2025.
Full Year Financial Performance: The announcement includes a comprehensive overview of the company's financial performance for the entire year of 2025.

- Financial Performance: The adjusted net income for the company in Q4 was reported at USD 27.8 million.
- Comparison with Estimates: This figure is significantly lower than the estimates provided by IBES, which were USD 33.7 million.
- Earnings Announcement Date: MFA Financial is set to release its Q4 earnings report on February 18 before market open, with market participants keenly awaiting the results, which may impact stock performance in the short term.
- EPS Expectations: The consensus EPS estimate stands at $0.27, reflecting a year-over-year decline of 30.8%, indicating potential profitability challenges that could affect investor sentiment.
- Revenue Forecast: Revenue is projected at $59.74 million, representing a 17.6% year-over-year increase, demonstrating the company's resilience in revenue growth, which may attract growth-focused investors.
- Historical Performance Review: Over the past two years, MFA has beaten EPS estimates 25% of the time and revenue estimates 63% of the time, although recent EPS estimates have seen no upward revisions, reflecting a cautious market outlook on its future performance.
- Dividend Announcement: MFA Financial's Board of Directors declared a dividend of $0.46875 per share for its 7.50% Series B Cumulative Redeemable Preferred Stock, payable on March 31, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Series C Preferred Dividend: For the 6.50% Series C Preferred Stock, the Board announced a dividend of $0.57991 per share, with an annualized rate of 9.27855%, to be paid on March 31, 2026, demonstrating the company's adaptability in changing interest rate environments.
- Historical Dividend Record: Since its IPO in 1998, MFA Financial has distributed over $5.0 billion in dividends to shareholders, indicating its stable profitability and commitment to long-term value creation for investors.
- Business Background: MFA Financial is a leading specialty finance company that invests in residential mortgage loans and related assets, while its wholly-owned subsidiary, Lima One Capital, provides business purpose loans for real estate investors, enhancing its competitive position in the market.





