MFA
MFA FinancialMFA
MFA
About: MFA Financial Inc is a specialty finance company that invests in and finances residential mortgage assets. 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 selectively invests in residential mortgage assets with a focus on credit analysis, projected prepayment rates, interest rate sensitivity and expected return. The company's reportable segments include mortgage-related assets and Lima One.
Employees: 348
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 52
31% more call options, than puts
Call options by funds: $6.09M | Put options by funds: $4.64M
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
1% more funds holding
Funds holding: 189 [Q4 2024] → 191 (+2) [Q1 2025]
4.41% less ownership
Funds ownership: 63.14% [Q4 2024] → 58.73% (-4.41%) [Q1 2025]
6% less capital invested
Capital invested by funds: $658M [Q4 2024] → $619M (-$39.1M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
5%
upside
Avg. target
$10.25
8%
upside
High target
$11
16%
upside
4 analyst ratings
1 positive
25%
3 neutral
75%
0 negative
0%
JMP Securities Mikhail Goberman | 16%upside $11 | Market Outperform Maintained | 17 Jul 2025 |
UBS Douglas Harter | 5%upside $10 | Neutral Maintained | 10 Jul 2025 |
Keefe, Bruyette & Woods Bose George | 5%upside $10 | Market Perform Downgraded | 10 Jul 2025 |
RBC Capital Kenneth Lee | 5%upside $10 | Sector Perform Maintained | 28 May 2025 |
Financial journalist opinion
Based on 5 articles about MFA published over the past 30 days
Negative
Seeking Alpha
2 days ago
MFA Financial: High Yield, Uncertain Distribution Coverage
MFA Financial, a residential mortgage REIT, pays a high distribution, but there's uncertainty about their ability to cover it. Q1 distributable earnings did not cover the dividend, but Q2 is expected to improve, with consensus estimates forecasting revenue growth and dividend coverage. MFA trades below book value, has underperformed peers over the past decade, and faces risk if the housing market remains frozen or rates stay high.
Positive
Seeking Alpha
1 week ago
Buy 5 Ideal Safer Dividend Power Dogs In July
I spotlight the top five Dividend Power stocks with 'safer' dividends and attractive valuations, ideal for income-focused investors in July. My strategy prioritizes high earnings yield and dividend yield, aiming for stocks with reliable payouts and low valuations that can weather market downturns. Analyst forecasts project average net gains of 55.82% for the top ten DiviPower stocks by July 2026, with risk slightly below the market average.
Neutral
Seeking Alpha
2 weeks ago
High Yields, Weird Prices
Similar preferred shares trade at materially different prices. One of these preferred shares is surprisingly expensive. One of the best BDCs is nearing an incredibly rare threshold.
Neutral
Business Wire
2 weeks ago
MFA Financial, Inc. Plans Live Audio Webcast of Second Quarter 2025 Earnings Conference Call
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc. (NYSE: MFA) plans to host a live audio webcast of its investor conference call on Wednesday, August 6, 2025, at 11:00 a.m. (Eastern Time) to discuss its second quarter 2025 financial results, which are scheduled to be announced earlier that day. The live audio webcast will be accessible to the general public over the internet at http://www.mfafinancial.com by clicking on the “News & Events” link on MFA's home page. Earnings presentation materia.
Positive
Seeking Alpha
4 weeks ago
Where Fat Yields Meet Lower Risk
Many investors go for big yield with bigger risk. Barf. This report was recently sent to our members. We picked up shares with a 9.5% yield.
Positive
Benzinga
1 month ago
Wall Street's Most Accurate Analysts Weigh In On 3 Financial Stocks With Over 15% Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Positive
Seeking Alpha
1 month ago
Buy 6 Ideal Safe Dividend Power Dogs For June
The Dividend Power strategy targets high-yield, low-valuation stocks, aiming for resilience in downturns and strong upside in bull markets. Six standout 'safer' Dividend Power stocks—ZIM, MSB, MITT, ABR, IRS, OUT—offer attractive yields supported by strong free cash flow. Analyst targets project 37% to 156% net gains for top ten DiviPower stocks by June 2026, with average estimated gains of 70%.
Neutral
Seeking Alpha
1 month ago
A Brief Lesson On Huge Yielders
Charts? Dog photos? Me? An Opportunity to learn? So many reasons to like this article. Beware of extremely high return on equity figures. It looks great today, but you need to evaluate the source of the income.
Neutral
Business Wire
1 month ago
MFA Financial, Inc. Announces Dividend of $0.36 per Share
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc. (NYSE: MFA) announced today that its Board of Directors has declared a regular quarterly cash dividend of $0.36 per share of common stock. The dividend will be paid on July 31, 2025, to common stockholders of record on June 30, 2025. MFA Financial, Inc. is a leading specialty finance company that invests in residential mortgage loans, residential mortgage-backed securities and other real estate assets. Through its wholly-owned subsidiary Lima One C.
Neutral
Seeking Alpha
1 month ago
Big Dividend Yielders At A Glance
We all learn over time. Some of us more than others. The agency mortgage REIT price-to-book ratios are getting really high, except for the weaker ones. That doesn't make the weak ones a great bargain. Main Street Capital stands out among BDCs for superior management and NAV growth, but that valuation just refuses to come down.
Charts implemented using Lightweight Charts™