MFA FINANCIAL, INC.
MFA Financial is a specialty finance company that invests in and finances residential mortgage assets. Its investments include residential whole loans, such as Non-QM, business purpose and Legacy RPL/NPL loans, and residential mortgage securities, including Agency MBS, Non-Agency MBS and CRT securities. MFA Financial also owns real estate acquired through the resolution of delinquent loans. MFA Financial acquires and holds loans through trusts and originates and services business purpose loans for real estate investors through its wholly owned subsidiary, Lima One Capital. It earns income from investing in mortgage assets and finances its holdings through loan securitizations, warehouse facilities and repurchase agreements. MFA Financial is an internally managed REIT headquartered in New York, New York.
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No SEC Form 4 filings for $MFA in the last 30 days.
See all $MFA insider activity →MFA Financial acquired $1.6B in assets in Q3 2026, including $750M in higher-coupon Agency MBS. It re-securitized $447M of NPL collateral, freeing $40M in capital. No earnings figures were provided, with detailed Q3 results pending.
MFA Financial reported a GAAP net loss of $122.4M, or $(1.19) per share, for Q3 2026. Distributable earnings were $26.4M, or $0.44 per share. Book value was $11.44 per share, with economic book value at $11.12. The company closed the quarter with $241.2M in unrestricted cash and paid a $0.36 dividend. CEO Craig Knutson announced his retirement for June 30, 2027, with Bryan Wulfsohn succeeding him.
Citizens reiterated a Market Outperform rating and $8.00 price target for MFA Financial (NYSE:MFA) ahead of its Q3 2026 earnings. The analyst highlighted MFA's deep-value position, with a current Price/Book ratio of 0.39. MFA's Q2 2026 earnings per share were $0.12, below the dividend payout and consensus estimate, but the stock offers a 21% dividend yield. The company's economic book value was $13.20 per share, slightly above expectations.
Over the past 7 days, AlphAI's AI scored 6 news stories mentioning MFA (MFA FINANCIAL, INC.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 5 bearish.
Recent MFA coverage spans earnings, financial news and corporate actions.
The asset acquisition improves MFA's portfolio size and quality, potentially boosting earnings capacity.
Earnings miss and loss likely weigh on the stock.
Analyst downgrade and lower price target may pressure the stock.
The target cut suggests the market will reprice MFA lower.
The earnings date announcement may generate modest positioning ahead of the results, but no new financial metrics are disclosed.
AlphAI scores every news story that mentions MFA with an AI model for sentiment and relevance, and aggregates insider trades from MFA FINANCIAL, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
MFA Financial acquired $1.6B in assets in Q3 2026, including $750M in higher-coupon Agency MBS. It re-securitized $447M of NPL collateral, freeing $40M in capital. No earnings figures were provided, with detailed Q3 results pending.
1 min readMFA Financial reported a GAAP net loss of $122.4M, or $(1.19) per share, for Q3 2026. Distributable earnings were $26.4M, or $0.44 per share. Book value was $11.44 per share, with economic book value at $11.12. The company closed the quarter with $241.2M in unrestricted cash and paid a $0.36 dividend. CEO Craig Knutson announced his retirement for June 30, 2027, with Bryan Wulfsohn succeeding him.
2 min readCitizens reiterated a Market Outperform rating and $8.00 price target for MFA Financial (NYSE:MFA) ahead of its Q3 2026 earnings. The analyst highlighted MFA's deep-value position, with a current Price/Book ratio of 0.39. MFA's Q2 2026 earnings per share were $0.12, below the dividend payout and consensus estimate, but the stock offers a 21% dividend yield. The company's economic book value was $13.20 per share, slightly above expectations.
1 min readCitizens reduced its price target for MFA Financial (NYSE:MFA) to $8.00 from $11.00, citing significant interest rate exposure and a projected 14% book value decline. The stock trades at $6.55, near its 52-week low, but maintains a Market Outperform rating. MFA reported Q2 earnings of $0.34 per share, beating estimates, with revenue at $88.25 million, also exceeding expectations.
1 min readMFA Financial (MFA) will release Q3 earnings on Nov. 4, with a live webcast at 11 a.m. ET. Materials will be posted beforehand, and a replay will be available. MFA invests in residential mortgage assets and originates business-purpose loans through Lima One Capital.
1 min readMFA FINANCIAL, INC. (MFA) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 MFA FINANCIAL, INC. 12 East 49th Street 8th Floor – Suite 825 New York, New York 10017 (212) 207-6400 PRESS RELEASE FOR IMMEDIATE RELEASE October 8, 2026 NEW YORK METRO Investor Contact: MFA Investor Relations NYSE: MFA 212-207-6488 www.mfafinancial.com MFA Financial
2 min readMFA Financial, Inc. announced CEO Craig L. Knutson will retire June 30, 2027, and President/CIO Bryan Wulfsohn will take over as President and CEO. Andrew P. Kail will join as SVP and CIO on January 1, 2027.
1 min readMFA Financial (MFA) reported Q2 2026 results on an earnings call. Investment portfolio rose to $13.0B from $12.5B as Agency MBS grew. GAAP net income was $46.8M ($0.35/share). Distributable earnings were $12.2M ($0.12/share) after $24.5M realized credit losses. 60+ delinquency fell to 7.0% after ~$200M delinquent loan resolutions; G&A run rate guidance was $26M-$27M/quarter.
10 min readMFA Financial reported Q2 distributable earnings of $36.7 million, or $0.35 per share, excluding realized credit losses, up from $0.34 in the prior quarter. The company guided for elevated realized credit losses in Q3, below Q2, then moderating toward year-end and H1 2027. Portfolio ended near $13 billion, with Non-QM at $5.7 billion, and it repurchased 500,000+ shares.
6 min readMFA FINANCIAL, INC. (MFA) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 MFA FINANCIAL, INC. PRESS RELEASE FOR IMMEDIATE RELEASE August 5, 2026 NEW YORK METRO INVESTOR CONTACT: InvestorRelations@mfafinancial.com NYSE: MFA 212-207-6488 www.mfafinancial.com MEDIA CONTACT: H/Advisors Abernathy Sydney Isaacs 713-343-0427 MFA Financial, Inc. A
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