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 7,296 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
14% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 29
1% more funds holding
Funds holding: 189 [Q4 2024] → 190 (+1) [Q1 2025]
4.52% less ownership
Funds ownership: 63.14% [Q4 2024] → 58.61% (-4.52%) [Q1 2025]
6% less capital invested
Capital invested by funds: $658M [Q4 2024] → $617M (-$40.3M) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
4%
upside
Avg. target
$11.63
21%
upside
High target
$12.50
30%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
RBC Capital Kenneth Lee | 4%upside $10 | Sector Perform Maintained | 28 May 2025 |
Keefe, Bruyette & Woods Bose George | 25%upside $12 | Outperform Maintained | 8 May 2025 |
JMP Securities Trevor Cranston | 25%upside $12 | Market Outperform Maintained | 17 Apr 2025 |
Citizens Capital Markets Trevor Cranston | 30%upside $12.50 | Market Outperform Reiterated | 26 Mar 2025 |
Financial journalist opinion
Based on 6 articles about MFA published over the past 30 days
Neutral
Seeking Alpha
1 day 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
2 days 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
5 days 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.
Negative
Seeking Alpha
2 weeks ago
Fat Dividends Served Reality Check
Big dividends sound great, but how about big losses? Since Q2 2025 began, book values got smacked. Not talking about share prices. You can tell if the share price declined (hopefully). That would be a worthless article. One of these high-yield sectors has been doing much better than the others.
Positive
Benzinga
3 weeks ago
Wall Street's Most Accurate Analysts Weigh In On 3 Financial Stocks With Over 10% 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.
Neutral
Business Wire
3 weeks ago
MFA Financial, Inc. Announces Second Quarter Dividends on Series B Preferred Stock and Series C Preferred Stock
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc. (NYSE: MFA) (the “Company”) announced today that its Board of Directors has declared the payment of dividends on the Company's outstanding 7.50% Series B Cumulative Redeemable Preferred Stock (the “Series B Preferred Stock”) and 6.50% Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock (the “Series C Preferred Stock”). In accordance with the terms of the Series B Preferred Stock, the Board of Directors has declared a preferred sto.
Neutral
Seeking Alpha
1 month ago
MFA Financial, Inc. (MFA) Q1 2025 Earnings Call Transcript
MFA Financial, Inc. (NYSE:MFA ) Q1 2025 Earnings Conference Call May 6, 2025 11:00 AM ET Company Participants Hal Schwartz - General Counsel Craig Knutson - CEO Bryan Wulfsohn - President & CIO Mike Roper - CFO Conference Call Participants Bose George - KBW Doug Harter - UBS Steve Delaney - Citizens JMP Securities Jason Stewart - Janney Montgomery Scott Eric Hagen - BTIG Operator Greetings, and welcome to the MFA Financial First Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
MFA Financial (MFA) Q1 Earnings and Revenues Miss Estimates
MFA Financial (MFA) came out with quarterly earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.35 per share a year ago.
Neutral
Business Wire
1 month ago
MFA Financial, Inc. Announces First Quarter 2025 Financial Results
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc. (NYSE:MFA) today provided its financial results for the first quarter ended March 31, 2025: MFA generated GAAP net income to common stockholders and participating securities for the first quarter of $33.0 million, or $0.32 per basic and $0.31 per diluted common share. Distributable earnings, a non-GAAP financial measure, were $30.6 million, or $0.29 per basic common share. MFA paid an increased regular cash dividend of $0.36 per common share on Apr.
Positive
Zacks Investment Research
1 month ago
All You Need to Know About MFA Financial (MFA) Rating Upgrade to Buy
MFA Financial (MFA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Charts implemented using Lightweight Charts™