$EFC

Moody's affirmed Ellington Financial's Ba3 corporate rating and B1 debt rating, shifting the outlook to positive. The agency cited the company's effective risk management, strong capitalization, and improved funding profile. Ellington reported a 3.5% net income to average managed assets for H1 2026, with problem loans declining to 4.0%. The rating remains constrained by real estate market exposure and hedging risks.

Flagstar Financial (NYSE:FLG) reported Q2 revenues of $512M, up 3.2% YoY but missing estimates by 5.8%. The stock fell 6.3% post-earnings. Ellington Financial (NYSE:EFC) beat expectations with $123.1M in revenue, up 33.1% YoY, and its stock rose 3.6%. Rocket Companies (NYSE:RKT) reported $2.76B in revenue, up 92.9% YoY but missing estimates by 2.7%, with its stock up 5.9%. The thrifts & mortgage finance sector saw a 3.4% revenue miss and a 2.3% average stock decline.

EFC (I) Ltd said it leased an entire 95,897 sq ft managed office building in Pune for 5 years, expecting revenue potential above INR 70 crore and adding 2,000+ seats. The company cited operational control and margin optimization. It also referenced a recent Ultrafresh acquisition. EFC shares last traded on BSE at Rs. 174.80.

EFC (I) Ltd will acquire modular furniture maker Ultrafresh via a Rs 54 crore share swap, targeting completion by Oct 31, 2026, subject to shareholder and regulatory approvals. Ultrafresh, which makes modular kitchens and furniture in Nalagarh, reported turnover of Rs 36.32 crore in FY25-26. TTK Prestige held 51% previously.

Simply Wall St reports Ellington Financial (EFC) posted Q2 2026 net income of $58.61M and reaffirmed a $0.13 monthly dividend, citing growth in reverse mortgages and loan servicing. The article says EFC trades at a 8.9x P/E versus a fair P/E of 10.6x and a Mortgage REITs average near 9x, and notes a DCF value of $28.92 versus $13.68.

Ellington Financial (EFC) reported Q2 2026 GAAP net income of $0.43 per share and adjusted distributable earnings (ADE) of $0.60 per share. Book value rose to $13.61 per share, and it declared a $0.39 quarterly dividend. Longbridge originations were $590 million and securitizations were $2 billion. Management also discussed a September 2026 servicer acquisition and credit-portfolio rotation.

Ellington Financial (EFC) management discussed Q2 credit performance, noting inception-to-date realized credit losses of 17 bps on about $20.4B residential mortgage fundings and 39 bps on over $2.5B commercial bridge originations. Longbridge reverse mortgage originations rose 38% to about $590M. Ellington reported 5.5% weighted-average borrowing rate and plans a small servicer acquisition in Q3.

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. 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, 2026. Highlights • Net income attributable to common sto

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.