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Ellington Financial (EFC)
NYSE:EFC
Earnings Data
Report Date
Feb 12, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.45Last Year’s EPS
0.45Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Ellington Financial demonstrated strong financial performance with record ADE, significant portfolio growth, and successful securitization activities. Despite some concerns about potential economic risks and the impact of increased HPA assumptions on retained tranches, the company's strategic initiatives and improved financing terms indicate a positive outlook.Company Guidance
Record Adjustable Distributable Earnings (ADE)
Ellington Financial reported ADE of $0.53 per share, setting a new quarterly high since they started reporting it in 2022, significantly exceeding their $0.39 per share dividends.
Growth in Investment Portfolio
The total portfolio holdings grew by 12% during the quarter, driven by non-QM, proprietary reverse mortgage, and commercial mortgage bridge loans.
Successful Securitization Activity
Ellington Financial priced a total of 7 securitizations during the quarter, a record for the company, and completed 20 securitizations year-to-date, more than triple last year's pace.
Unsecured Notes Issuance
Ellington Financial successfully priced $400 million of 5-year senior unsecured notes at 7 3/8%, representing a 363 basis point spread over the 5-year treasury.
Strong Performance of Longbridge Segment
The Longbridge segment had another excellent quarter with strong contributions from both originations and servicing, leading to a 37% increase in the Longbridge portfolio.
Improved Financing Terms
The total weighted average borrowing rate on recourse borrowings decreased by 8 basis points to 5.99%, with a notable 17 basis point decline on credit borrowings.
EFC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EFC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $13.67 | $13.78 | +0.80% |
Jul 30, 2025 | $12.47 | $12.32 | -1.20% |
May 07, 2025 | $12.04 | $12.19 | +1.25% |
Feb 27, 2025 | $12.16 | $13.26 | +9.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ellington Financial (EFC) report earnings?
Ellington Financial (EFC) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Ellington Financial (EFC) earnings time?
Ellington Financial (EFC) earnings time is at Feb 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EFC EPS forecast?
EFC EPS forecast for the fiscal quarter 2025 (Q4) is 0.45.