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Bimini Capital Management ( (BMNM) ) has provided an update.
On March 12, 2026, Bimini Capital Management reported net income of $3.4 million, or $0.34 per share, for the fourth quarter of 2025 and $5.8 million, or $0.58 per share, for the full year, with book value per share at $1.26 as of December 31, 2025. Results were driven largely by rising advisory revenues tied to strong performance at managed REIT Orchid Island Capital and gains in the company’s MBS and hedging portfolios, despite interest expense and operating costs.
The board also authorized a new share repurchase plan of up to $2.5 million over 24 months and disclosed that a Bimini subsidiary had agreed on January 13, 2026, to acquire 80% of registered investment adviser Tom Johnson Investment Management. The planned TJIM acquisition, to be funded in part by liquidating most of Bimini’s Agency RMBS portfolio, is intended to broaden and diversify its advisory platform while reducing leverage, signalling a strategic shift in the firm’s revenue mix and risk profile for shareholders.
The most recent analyst rating on (BMNM) stock is a Hold with a $4.00 price target. To see the full list of analyst forecasts on Bimini Capital Management stock, see the BMNM Stock Forecast page.
Spark’s Take on BMNM Stock
According to Spark, TipRanks’ AI Analyst, BMNM is a Neutral.
The score is held back primarily by weaker financial performance and balance-sheet leverage risk, despite improved operating cash flow. Strong technical momentum and generally positive corporate developments provide meaningful support, while an elevated P/E limits the valuation contribution.
To see Spark’s full report on BMNM stock, click here.
More about Bimini Capital Management
Bimini Capital Management, Inc. is a specialty finance company focused on managing and advising portfolios of mortgage-backed securities, primarily Agency RMBS, and providing advisory services through its subsidiary Bimini Advisors. The company also earns fees and related revenues from managing Orchid Island Capital, Inc., and is seeking to expand and diversify its advisory services segment through acquisitions.
Average Trading Volume: 5,201
Technical Sentiment Signal: Buy
Current Market Cap: $34.64M
For detailed information about BMNM stock, go to TipRanks’ Stock Analysis page.