MFA Financial, Inc.
MFA
NYSE·Real Estate·REIT - Mortgage·Mkt cap $886.2M
$8.82
▲ +1.61%
P/E
7.29
Mkt Cap
$886.2M
52-Wk Range
$8.63–$10.57
52-Week Range
$8.63 - $10.57
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 13.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- REIT tax structure enabling tax-efficient income distribution to shareholders
- Specialized expertise in residential mortgage asset valuation and management
- Diversified portfolio across agency and non-agency mortgage investments
- Access to institutional capital markets and mortgage asset sourcing networks
- Experience managing credit risk across performing and non-performing loan segments
Bear Case
2 risks
- Average volatility.
- Growth premium of 1.1x vs Mortgage REITs peers. Reasonable for this growth rate.
Growth
Revenue decline expected
Residential mortgage market expansion and refinancing opportunities
Value
Growth premium of 1.1x vs Mortgage REITs peers. Reasonable for this growth rate.
Momentum
Weak
-8.3% over 3m
Quality
Excellent
High-growth business (109% revenue growth, 82% gross margin). Profitable with strong growth momentum.
Dividend
High yield
16.59% yield
Smart-money signal
Who's buying MFA right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 5, 2026
Reported EPS of $0.34 vs $0.25 consensus (+38.5% surprise). Revenue of $58.6M vs $65.8M expected (-11.0%).
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+38.5%
Revenue trend · last 8Q
—
-63%
+18%
+128%
+3%
+111%
+207%
-100%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$82.4M
$41.7M
$74.8M
$170.4M
$85.0M
$88.1M
$229.4M
$0
Margins · last 8Q
Gross
—
Operating
—
Profit
—
Wall Street consensus
3 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: BTIG · Jun 17, 2026
vs Industry
How MFA stacks vs REIT - Mortgage
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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