EFC trades 0.4% below Wall Street's consensus target of $13.50.
Last 12 months price action with 12-month analyst target path
The base valuation assumes EFC achieves its forward estimates and maintains a stable P/E multiple of 7.0x. This scenario reflects the blended consensus of 13 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 21, 2026, Ellington Financial Inc. (EFC) has a Wall Street consensus price target of $13.50, based on estimates from 13 covering analysts. With the stock currently trading at $13.44, this represents a potential upside of +0.4%. The company has a market capitalization of $1.34B.
Analyst price targets range from a low of $13.00 to a high of $14.00, representing a 7% spread in expectations. The median target of $13.50 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 10 analysts rating the stock as a Buy or Strong Buy,3 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, EFC trades at a trailing P/E of 11.3x and forward P/E of 7.0x. The forward PEG ratio of 0.28 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow +30.5% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
MFAMFA Financial, Inc. | $973M | $9.53 | $10.50 | +10.2% | Hold | 7.5x | 23 |
EARNEllington Credit Company | $165M | $4.39 | $6.00 | +36.7% | Hold | 5.0x | 7 |
MITTTPG Mortgage Investment Trust Inc | $252M | $7.94 | $9.42 | +18.6% | Buy | 7.3x | 18 |
IVRInvesco Mortgage Capital Inc. | $575M | $8.00 | $7.50 | -6.3% | Hold | 3.8x | 20 |
GPMTGranite Point Mortgage Trust Inc. | $63M | $1.32 | $2.50 | +89.4% | Hold | — | 12 |
NLYAnnaly Capital Management, Inc. | $16.0B | $22.21 | $24.33 | +9.5% | Buy | 7.4x | 28 |
AGNCAGNC Investment Corp. | $11.7B | $10.38 | $11.13 | +7.2% | Hold | 6.7x | 35 |
TWOTwo Harbors Investment Corp. | $1.3B | $12.32 | $13.50 | +9.6% | Hold | 10.8x | 22 |
PMTPennyMac Mortgage Investment Trust | $892M | $10.25 | $11.75 | +14.6% | Hold | 8.3x | 26 |
RWTRedwood Trust, Inc. | $645M | $5.16 | $6.25 | +21.1% | Hold | 5.0x | 23 |
Quick answers to the most common questions about buying EFC stock.
The consensus price target for EFC is $13.5, close to the current price of $13.44 (0.4% implied move). Based on 13 analyst estimates, the stock appears fairly valued near current levels.
EFC has a consensus rating of "Buy" based on 13 Wall Street analysts. The rating breakdown is predominantly bullish, with 10 Buy/Strong Buy ratings. The consensus 12-month price target of $13.5 implies 0.4% upside from current levels.
With a forward P/E of 6.9728x, EFC trades at a relatively low valuation. The consensus target of $13.5 implies 0.4% appreciation, suggesting the market may be pricing in risks.
The most bullish Wall Street analyst has a price target of $14 for EFC, while the most conservative target is $13. The consensus of $13.5 represents the median expectation. These targets typically reflect 12-month expectations.
EFC is moderately covered, with 13 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 10 have Buy ratings, 3 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month EFC stock forecast based on 13 Wall Street analysts shows a consensus price target of $13.5, with estimates ranging from $13 (bear case) to $14 (bull case). The median consensus rating is "Buy".
EFC trades at a forward P/E ratio of 7.0x based on next-twelve-months earnings estimates compared to a trailing P/E of 11.3x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
EFC appears fairly valued according to analysts, with a "Buy" rating and minimal upside to the $13.5 target. Consider your investment thesis and risk tolerance. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
EFC analyst price targets range from $13 to $14, a 7% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $13.5 consensus represents the middle ground.
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