MFA Reports Q4 Economic Book Value per Share at $13.75
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
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Should l Buy MFA?
Reports Q4 economic book value per share $13.75. Total economic return was 3.1% for the fourth quarter. "We continued to execute on our strategic initiatives during the fourth quarter," said Craig Knutson, MFA's CEO. "We acquired $1.2 billion of Agency MBS and $443 million of Non-QM loans, and Lima One originated $226 million of new business purpose loans. We deployed approximately $100 million of excess cash on our balance sheet into our target asset classes. In addition, we continued to reduce operating expenses, resolve non-performing loans, grow the Lima One sales force and repurchase our common stock at accretive levels. These efforts resulted in a total economic return of 3.1% for the quarter and 9.0% for the year."
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Analyst Views on MFA
Wall Street analysts forecast MFA stock price to rise
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 10.080
Low
10.00
Averages
10.08
High
10.25
Current: 10.080
Low
10.00
Averages
10.08
High
10.25
About MFA
MFA Financial, Inc. is a specialty finance company that invests in residential mortgage loans, residential mortgage-backed securities and other real estate assets. Its targeted investments primarily include residential whole loans and residential mortgage securities. Its residential whole loans include non-QM loans, business purpose loans, and legacy re-performing loans (RPL)/ non-performing loans (NPL). Its residential mortgage securities include agency mortgage-backed securities (MBS), non-agency MBS, CRT securities and mortgage servicing rights (MSRs)-related assets, which include term notes backed directly or indirectly by MSRs. Its principal business objective is to deliver shareholder value through the generation of distributable income and through asset performance linked to residential mortgage credit fundamentals. The Company, through its wholly owned subsidiary, Lima One Capital (Lima One), also originates and services business purpose loans for real estate investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
MFA Financial Reports Q4 Adjusted EPS of $0.27, Matching IBES Estimate of $0.27
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.
See More
MFA Financial, Inc. Reports Financial Results for Fourth Quarter and Full Year 2025
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Full Year Financial Performance: The announcement includes a comprehensive overview of the company's financial performance for the entire year of 2025.
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MFA Financial Reports Q4 Net Income of $43.6 Million
- Financial Performance: The company reported a net income of USD 43.6 million for the fourth quarter.
- Quarterly Results: This financial result reflects the company's performance during the last quarter of the fiscal year.
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MFA Financial Reports Q4 Adjusted Net Income of $27.8 Million, Below IBES Estimate of $33.7 Million
- 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.
See More
MFA Financial to Announce Q4 Earnings on February 18
- 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.
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MFA Financial Declares Preferred Stock Dividends
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- 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.
See More
MFA Financial Reports Q4 Adjusted EPS of $0.27, Matching IBES Estimate of $0.27
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.
See More
MFA Financial, Inc. Reports Financial Results for Fourth Quarter and Full Year 2025
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.
See More
MFA Financial Reports Q4 Net Income of $43.6 Million
- Financial Performance: The company reported a net income of USD 43.6 million for the fourth quarter.
- Quarterly Results: This financial result reflects the company's performance during the last quarter of the fiscal year.
See More
MFA Financial Reports Q4 Adjusted Net Income of $27.8 Million, Below IBES Estimate of $33.7 Million
- 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.
See More
MFA Financial to Announce Q4 Earnings on February 18
- 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.
See More
MFA Financial Declares Preferred Stock Dividends
- 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.
See More
