Seeking Alpha·3d ago
MFA Financial, Inc. (MFA) Q3 2026 Earnings Call TranscriptMFA Financial, Inc. (MFA) Q3 2026 Earnings Call Transcript
MFA Financial appears to be benefiting from the rapid scaling of its Lima One business-purpose lending platform, with Q2 2026 revenue rising 31.3% to $252.0 million and originations growing 44% to $316 million, driving FFO of $47.1 million ($0.45/share) after a loss-making Q1 2026.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.26-9.7% vs $0.29 | $61M+3.2% vs $60M |
Q3 2026 Aug 5, 2026 | $0.35+42.6% vs $0.25 | $59M-11.0% vs $66M |
Q2 2026 May 5, 2026 | $0.30-3.6% vs $0.31 | $59M-12.3% vs $68M |
Q1 2026 Feb 18, 2026 | $0.27+0.5% vs $0.27 | $55M-13.8% vs $64M |
MFA Financial, Inc. (MFA) Q3 2026 Earnings Call Transcript
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc. (NYSE:MFA) today provided its financial results for the third quarter ended September 30, 2026: Third Quarter 2026 Financial Results: MFA incurred a GAAP net loss to common stockholders and participating securities for the third quarter of $(122.4) million, or $(1.19) per basic and diluted common share. Distributable earnings, a non-GAAP financial measure, were $26.4 million, or $0.26 per basic common share. Distributable earnings prior to realized.
Top ten ReFa/Ro Dogs for September 2026 offer projected net gains of 40.66% to 122.87% by September 2027, per broker estimates. All ten IDEAL ReFa/Ro stocks have annual dividends from $1,000 invested exceeding their single share prices, signaling contrarian value opportunities. Analyst targets suggest five lowest-priced ReFa/Ro Dogs could deliver 92.27% net gains versus 70.37% for all ten, highlighting potential upside in low-priced names.
Invesco Mortgage Capital (IVR), MFA Financial (MFA), and five others lead the October Dividend Power list with high yields and 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver average net gains of 86.23% by October 2027, with analyst targets indicating significant upside potential. Dividend Power strategy focuses on high earnings yield and top dividend yield, favoring underpriced, high-yielding 'underdog' stocks for contrarian, income-focused investors.
Benchmark MFA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for MFA Financial, Inc. (MFA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $6.21 | $634M | -50.45 | 213.02% | -2% | -0.66% | 28.82% | |
| $8.78 | $10.08B | 178.82 | -60.79% | 1.68% | 0.48% | 17.81% | |
| $18.75 | $14.07B | 12.64 | 5.35% | 14.55% | 6.94% | 15.66% | |
| $4.45 | $141.53M | 10.51 | 14.4% | 2.76% | 2.48% | 17.7% | |
| $3.12 | $390.67M | -12.07 | 2.18% | -4.66% | -3.46% | 24.35% | |
| $3.28 | $123.23M | -3.36 | 101.88% | -77.65% | -21.22% | 29.16% |
MFA Financial, Inc. (MFA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
MFA Financial, Inc. (MFA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 8, 2026·SEC
Aug 5, 2026·SEC
Jun 4, 2026·SEC
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MFA Financial, Inc. (MFA) stock FAQ — growth, dividends, profitability & financials explained
MFA Financial, Inc. (MFA) reported $576.5M in revenue over the trailing twelve months. Revenue was $875.2M in fiscal year 2025. That is 18927% more than the $4.6M of fiscal year 1998.
MFA Financial, Inc. (MFA) grew revenue by 17.4% over the trailing twelve months, compared with the twelve months before.
No. MFA Financial, Inc. (MFA) reported a net loss of $11.6M over the trailing twelve months.
Yes. MFA Financial, Inc. (MFA) pays a dividend that yields 28.82% at the current price, a high yield.
MFA Financial, Inc. (MFA) had a return on equity (ROE) of -0.7% over the trailing twelve months. A negative ROE means the company lost money over the period.
MFA Financial, Inc. (MFA) generated Funds From Operations (FFO) of $-10.6M in the trailing twelve months. FFO is the primary profitability metric for REITs.
MFA Financial, Inc. (MFA) offers a 28.82% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
