Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+1.73%
$9.22
100% positive prob.
5-Day Prediction
+3.72%
$9.40
100% positive prob.
20-Day Prediction
+6.72%
$9.67
95% positive prob.
SEC 8-K filings with transcript text
Aug 5, 2026 · 100% conf.
1D
+1.73%
$9.22
Act: -0.11%
5D
+3.72%
$9.40
Act: +0.99%
20D
+6.72%
$9.67
2 mfa6302026pressreleaseex99.htm
Document
Exhibit 99.1
MFA
August 5, 2026
INVESTOR CONTACT:InvestorRelations@mfafinancial.comNYSE: MFA
212-207-6488
www.mfafinancial.com
MEDIA CONTACT:H/Advisors Abernathy
Sydney Isaacs
713-343-0427
MFA Financial, Inc. Announces Second Quarter 2026 Financial Results
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc. (NYSE:MFA) today provided its financial results for the second quarter ended June 30, 2026:
Second Quarter 2026 Financial Results:
•MFA generated GAAP net income to common stockholders and participating securities for the second quarter of $36.2 million, or $0.35 per basic common share and $0.34 per diluted common share.
•Distributable earnings, a non-GAAP financial measure, were $12.2 million, or $0.12 per basic common share. Distributable earnings prior to realized credit losses, a non-GAAP financial measure, were $36.7 million, or $0.35 per basic common share.
•GAAP book value at June 30, 2026 was $12.71 per common share. Economic book value, a non-GAAP financial measure, was $13.20 per common share.
•Total economic return was 2.6% for the second quarter.
•MFA closed the quarter with $141.2 million of unrestricted cash and $294.1 million of unpledged Agency MBS.
•MFA paid a regular cash dividend of $0.36 per common share on July 31, 2026.
“We grew our investment portfolio, protected book value and made further progress on our strategic initiatives during the second quarter,” said Craig Knutson, MFA’s Chief Executive Officer. “Originations at Lima One grew by 44% to $316 million. We securitized or re-securitized over $800 million of loans. We resolved nearly $200 million of previously delinquent loans, driving our portfolio-wide default rate down to 7.0% from 7.8% at March 31. Although Distributable earnings were weighed down by realized losses incurred
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on several legacy multifamily loans, DE prior to realized credit losses rose to 35 cents, which we believe better reflects the underlying earnings power of our portfolio.”
“We acquired over $1.6 billion of residential mortgage assets during the quarter,” added Bryan Wulfsohn, President and Chief Investment Officer. “We purchased $462 million of Non-QM loans and increased our Agency MBS position to $4.1 billion. We sold $94 million of newly-originated SFR loans to third-party investors, generating $2.3 million in gain-on-sale income. Finally, we again repurchased over 500,000 shares of our common stock, bringing cumulative repurchases to 2 million shares since last year.”
Q2 2026 Portfolio Activity
•MFA’s residential investment portfolio rose to $13.0 billion at June 30, 2026 from $12.5 billion at March 31, 2026.
•MFA purchased $714.4 million of Agency MBS during the quarter, bringing its Agency MBS position to $4.1 billion. MFA also entered into forward contracts in the “to-be-announced” (TBA) market with a notional amount of $178.0 million to acquire additional Agency MBS, bringing its TBA position to a notional amount of $478.0 million at June 30, 2026.
•Non-QM loan acquisitions totaled $462.3 million, bringing MFA’s Non-QM portfolio to $5.7 billion at June 30, 2026.
•Lima One funded $184.7 million of new business purpose loans with a maximum loan amount of $315.8 million. In addition, $84.9 million of draws were funded on previously originated Transitional loans. Lima One generated $8.4 million of mortgage banking income.
•Portfolio runoff was $781.0 million. Asset dispositions included $94.5 million of newly-originated single-family rental (SFR) loans. MFA also sold 76 REO properties in the second quarter for aggregate net proceeds of $30.7 million.
•60+ day delinquencies (measured as a percentage of UPB) for MFA’s residential loan portfolio decreased to 7.0% at June 30, 2026 from 7.8% at March 31, 2026.
•MFA completed two loan securitizations during the quarter collateralized by $817.4 million UPB of loans, bringing its total securitized debt to approximately $6.2 billion.
•MFA added a net $538.1 million of new interest rate hedges and estimates the net effective duration of its investment portfolio was 0.94 years.
•MFA’s Debt/Net Equity Ratio was 6.6x while recourse leverage was 3.0x at June 30, 2026.
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Webcast
MFA Financial, Inc. plans to host a live audio webcast of its investor conference call on Wednesday, August 5, 2026, at 11:00 a.m. (Eastern Time) to discuss its second quarter 2026 financial results. The live audio webcast will be accessible to the general public over the internet at http://www.mfafinancial.com. Earnings presentation materials will be posted on the MFA website prior to the conference call and an audio replay will be available on the website following the call.
About MFA Financial, Inc.
MFA Financial, Inc. (NYSE: MFA) is a leading specialty finance company that invests in residential mortgage loans, residential mortgage-backed securities and other real estate assets
May 5, 2026
2 tm2613487d1_ex99-1.htm
Exhibit 99.1
MFA
One Vanderbilt Ave.
New York, New York 10017
May 5, 2026
InvestorRelations@mfafinancial.com
212-207-6488
www.mfafinancial.com
H/Advisors Abernathy
Sydney Isaacs
713-343-0427
MFA Financial, Inc. Announces First Quarter 2026 Financial Results
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc.
(NYSE:MFA) today provided its financial results for the first quarter ended March 31, 2026:
First Quarter 2026 Financial Results:
·MFA generated a GAAP net loss to common stockholders and participating securities for the first quarter of $(11.4) million, or $(0.11) per basic and diluted common share.
·Distributable earnings, a non-GAAP financial measure, were $31.1 million, or $0.30 per basic common share. Distributable earnings prior to realized credit losses, a non-GAAP financial measure, were $35.5 million, or $0.34 per basic common share. MFA paid a regular cash dividend of $0.36 per common share on April 30, 2026.
·GAAP book value at March 31, 2026 was $12.70 per common share. Economic book value, a non-GAAP financial measure, was $13.22 per common share.
·Total economic return was (1.2)% for the first quarter.
·MFA closed the quarter with $221.6 million of unrestricted cash and $174.8 million of unpledged Agency
“We continued to make progress on our strategic initiatives during the first quarter of 2026 despite volatile market conditions and geopolitical developments,” said Craig Knutson, MFA’s Chief Executive Officer. “We grew our investment portfolio to $12.5 billion, issued two Non-QM securitizations and resolved $163 million of previously delinquent loans. We also announced our Manhattan office relocation that is expected to save $4 million annually. This quarter, we introduced a new non-GAAP measure of Distributable earnings prior to realized credit losses to provide additional clarity on our operating earnings without short term volatility from runoff transitional loan resolutions. Finally, we again repurchased over 500,000 shares of our common stock at accretive levels.”
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“We acquired over $1 billion of residential mortgage assets during the quarter,” added Bryan Wulfsohn, President and Chief Investment Officer. “Mortgage banking income generated by Lima One rose to $7.7 million, up 34% from the fourth quarter of 2025. We profitably sold $81 million of new single-family rental loans to third-party investors. With Lima’s origination pipeline at its highest level since 2024, we believe the business is well-positioned for success this year.”
Q1 2026 Portfolio Activity
·MFA’s residential investment portfolio rose to $12.5 billion at March 31, 2026 from $12.3 billion at December 31, 2025.
·MFA purchased $392.8 million of Agency MBS during the quarter, bringing its Agency MBS position to $3.5 billion. In addition, MFA entered into forward contracts in the “to-be-announced” (TBA) market with a notional amount of $300.0 million to acquire additional Agency MBS.
·Non-QM loan acquisitions totaled $470.6 million, bringing MFA’s Non-QM portfolio to $5.5 billion at March 31, 2026.
·Lima One funded $130.2 million of new business purpose loans with a maximum loan amount of $219.3 million. Further, $70.4 million of draws were funded on previously originated Transitional loans. Lima One generated $7.7 million of mortgage banking income.
·Portfolio runoff was $698.0 million. Asset dispositions included $80.9 million of newly-originated single-family rental (SFR) loans. MFA also sold 68 REO properties in the first quarter for aggregate net proceeds of $18.2 million.
·60+ day delinquencies (measured as a percentage of UPB) for MFA’s residential loan portfolio increased to 7.8% at March 31, 2026 from 7.1% at December 31, 2025. Subsequent to quarter-end, delinquencies declined to 7.3%.
·MFA completed two loan securitizations during the quarter collateralized by $757.2 million UPB of Non-QM loans, bringing its total securitized debt to approximately $6.3 billion.
·MFA added a net $685.1 million of new interest rate hedges, maintaining the estimated net effective duration of its investment portfolio at 0.96 years.
·MFA’s Debt/Net Equity Ratio was 6.3x while recourse leverage was 2.7x at March 31, 2026.
2
Webcast
MFA Financial, Inc. plans to host a live audio webcast of its investor conference call on Tuesday, May 5, 2026, at 11:00 a.m. (Eastern Time) to discuss its first quarter 2026 financial results. The live audio webcast will be accessible to the general public over the internet at http://www.mfafinancial.com. Earnings presentation materials will be posted on the MFA website prior to the conference call and an audio replay will be available on the website following the call.
About MFA Financial, Inc.
MFA Financial, Inc. (NYSE: MFA) is a leading specialty finance company that invests in residential mortgage loans, re
Feb 18, 2026
2 tm266466d1_ex99-1.htm
Exhibit 99.1
MFA
One Vanderbilt Ave.
New York, New York 10017
February 18, 2026
InvestorRelations@mfafinancial.com
212-207-6488
www.mfafinancial.com
H/Advisors Abernathy
Sydney Isaacs
713-343-0427
MFA Financial, Inc. Announces Fourth Quarter and Full Year 2025 Financial Results
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc.
(NYSE:MFA) today provided its financial results for the fourth quarter and full year ended December 31, 2025:
Fourth Quarter 2025 Financial Results:
·MFA generated GAAP net income to common stockholders and participating securities for the fourth quarter of $43.6 million, or $0.42 per basic and diluted common share.
·Distributable earnings, a non-GAAP financial measure, were $27.8 million, or $0.27 per basic common share. MFA paid a regular cash dividend of $0.36 per common share on January 30, 2026.
·GAAP book value at December 31, 2025 was $13.20 per common share. Economic book value, a non-GAAP financial measure, was $13.75 per common share.
·Total economic return was 3.1% for the fourth quarter.
·MFA closed the quarter with unrestricted cash of $213.2 million.
Full Year 2025 Highlights:
·GAAP net income to common stockholders and participating securities was $136.5 million, or $1.31 per basic common share and $1.30 per diluted common share, up from $86.4 million, or $0.83 per basic common share and $0.82 per diluted common share, in 2024.
·Distributable earnings, a non-GAAP financial measure, were $104.0 million, or $1.00 per common share in 2025. MFA paid quarterly dividends of $0.36 per common share throughout 2025, totaling $1.44 per share.
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·Total economic return was 9.0% for 2025.
·Loan acquisition activity of $2.7 billion during 2025 included $1.8 billion of Non-QM loans, $655.7 million of Single-family transitional loans (including draws), $235.4 million of Single-family rental (SFR) loans and $14.8 million of draws on previously originated Multifamily transitional loans.
·MFA completed five securitizations in 2025 collateralized by $1.8 billion unpaid principal balance (UPB) of Non-QM loans.
·60+ day delinquencies (measured as a percentage of UPB) for MFA’s residential loan portfolio declined to 7.1% at December 31, 2025 from 7.5% at December 31, 2024.
·MFA purchased $2.1 billion of Agency MBS throughout 2025.
·Net interest income rose to $231.1 million from $202.7 million in 2024.
·Lima One mortgage banking income totaled $22.8 million.
·MFA repurchased 1,026,117 shares of common stock during 2025.
“We continued to execute on our strategic initiatives during the fourth quarter,” said Craig Knutson, MFA’s Chief Executive Officer. “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.”
Reflecting on the year, Bryan Wulfsohn, President and Chief Investment Officer, added: “We made approximately $4.8 billion of investments in our target asset classes throughout 2025. We significantly grew our Non-QM loan and Agency MBS portfolios, and we profitably sold $219 million of newly-originated rental term loans to third-party investors. Although our Distributable earnings this year were weighed down by credit losses realized on certain legacy business purpose loans, we believe our investment portfolio is well-positioned to deliver strong returns moving forward.”
Q4 2025 Portfolio Activity
·MFA’s residential investment portfolio rose to $12.3 billion at December 31, 2025 from $11.2 billion at September 30, 2025.
·MFA added $1.2 billion of Agency MBS during the quarter, bringing its Agency MBS position to $3.3 billion.
·Non-QM loan acquisitions totaled $443.5 million, bringing MFA’s Non-QM portfolio to $5.3 billion at December 31, 2025.
·Lima One funded $145.3 million of new business purpose loans with a maximum loan amount of $226.4 million. Further, $69.5 million of draws were funded on previously originated Transitional loans. Lima One generated $5.7 million of mortgage banking income.
·Portfolio runoff was $735.0 million. Asset dispositions included $45.4 million of newly-originated SFR loans, $24.6 million of credit risk transfer (CRT) securities and $4.0 million of delinquent Transitional loans. MFA also sold 114 REO properties in the fourth quarter for aggregate net proceeds of $22.4 million.
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·60+ day delinquencies (measured as a percentage of UPB) for MFA’s residential loan portfolio increased to 7.1% at December 31, 2025 from 6.8% a
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Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on MFA's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.