$EFC

Ellington Financial reported Q2 profit of $54.4M and said its Longbridge unit increased reverse-mortgage originations 38% to $589.7M. Longbridge completed two proprietary reverse securitizations, reducing its portfolio 7% sequentially to $649.3M. Ellington’s adjusted investment portfolio rose to $4.50B and it is nearing a special servicer acquisition.

Ellington Financial Inc. (EFC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 efcearningsreleaseq22026.htm EX-99.1 Document Exhibit 99.1 Ellington Financial Inc. Reports Second Quarter 2026 Results OLD GREENWICH, Connecticut—August 6, 2026 Ellington Financial Inc. (NYSE: EFC) ("we") today reported financial results for the quarter ended June 30,

Ellington Financial (EFC) will report Q2 results Thursday after the bell. The company previously topped revenue expectations with $171.3 million in revenue, up 107% year on year. For the upcoming quarter, analysts expect revenue growth of 21.6% year on year. The article cites an average analyst price target of $14.79 versus a $13.37 share price.

Ellington Financial (EFC) said its Longbridge unit boosted first-quarter results. Longbridge generated $57.5M net income, helping EFC report 78 cents EPS versus 35 cents a year earlier. Longbridge originated $515.4M loans (+52% YoY) and increased its portfolio to $695.1M. Segment results included securitization gains and a $17M litigation settlement; funding and costs rose.

Ellington Financial (EFC) reported Q1 adjusted distributable earnings of 55 cents per share versus a 39-cent dividend run rate, helped by higher portfolio yields, steady credit performance and Longbridge. Management raised guidance to about 45 cents. Costs rose to about $80.4M from $57.1M. EFC trades at 6.65X forward earnings with an 11.75% dividend yield.

The article highlights four high-yield stocks and one mortgage REIT, focusing on dividend yield, volatility (beta), and recent actions. First Interstate BancSystem (FIBK) announced a $150M buyback, totaling $450M, after repurchasing about 8%. Sabra (SBRA) raised full-year FFO/AFFO guidance after a tenant transition with ~30% higher rent. Getty Realty (GTY) and Kinetik (KNTK) are discussed, and Ellington Financial (EFC) is noted for an 11.5% yield with adjusted distributable earnings guidance of

BTIG downgraded Ellington Financial (EFC) to Neutral from Buy on June 17, citing a premium valuation and limited history of trading at a premium to book value. BTIG did not set a price target. EFC’s Q1 2026 call reported GAAP net income of $0.78/share, 26% annualized economic return, and 3% book value per share growth after dividends.

Ellington Financial (EFC) announced a monthly cash dividend of $0.13 per share, payable June 30, 2026, to shareholders of record as of May 29, 2026. This dividend declaration highlights the company's commitment to returning capital to investors as part of its income-focused strategy in the mortgage and credit investment sector. While Spark, TipRanks' AI Analyst, rates EFC as Neutral due to strong performance and attractive valuation offset by high leverage, analysts maintain a Buy rating with a $15.00 price target.

Ellington Financial Inc. (NYSE:EFC) experienced a significant 39.0% increase in short interest as of March 31st, reaching 6,356,062 shares. This represents 5.3% of the company's shares sold short and a short-interest ratio of 2.7 days. Despite reporting quarterly EPS of $0.47, beating estimates, revenue was $96.44M, missing forecasts, and the company's dividend payout ratio is high at 126.83%.

Ellington Financial Inc. (NYSE:EFC) has declared a monthly dividend of $0.13 per share, totaling an annualized dividend of $1.56 and yielding 13.0%. Shareholders of record on April 30th will receive the dividend on May 29th, with an ex-dividend date of April 30th. The company's payout ratio is 91.2%, which is covered by current earnings, though analysts project EPS to be $1.67 next year, potentially leading to a payout ratio of 93.4%.