Education
About Us
Working with TipRanks
Follow Us
MFA Financial (MFA)
NYSE:MFA
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.31Last Year’s EPS
0.44Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -3.43%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with notable positive developments such as a dividend increase and strong economic return, juxtaposed with challenges like declining economic book value and decreased Lima One income. The overall sentiment is cautious as the company navigates market volatility and anticipates potential short-term credit losses.Company Guidance
During the MFA Financial first quarter 2025 financial results conference call, CEO Craig Knutson highlighted several key metrics and developments. The company's portfolio delivered a total economic return of 1.9%, including a quarterly dividend increase to $0.36, reflecting confidence in the portfolio's earnings power. Economic book value saw a modest decline of 0.6%. The firm sourced $875 million in loans and securities, including $383 million in non-QM loans, $268 million in Agency MBS, and $223 million in business purpose loans. MFA issued its 17th non-QM securitization and sold $70 million in SFR loans. Leverage at quarter-end was 5.1x overall and 1.8x recourse. Despite market volatility post-quarter-end, MFA's strategic focus on securitization and non-mark-to-market financing helped manage margin calls effectively. Subsequent to the quarter, economic book value was estimated to be down 2% to 4% due to wider spreads, net of dividend accrual.Dividend Increase
MFA increased its first quarter dividend to $0.36, reflecting confidence in the earnings power of its portfolio.
Total Economic Return
MFA's portfolio delivered a total economic return of 1.9% for the first quarter, despite market volatility.
Sourcing of Loans and Securities
MFA sourced $875 million of loans and securities across target asset classes, including $383 million of non-QM loans.
Non-QM Securitization
Successfully issued the 17th non-QM securitization, selling $283 million of bonds.
Stable GAAP Earnings
GAAP earnings for the quarter were $41.2 million or $0.32 per basic common share.
---
MFA 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
---
MFA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $9.91 | $9.38 | -5.35% |
Feb 19, 2025 | $9.95 | $9.97 | +0.20% |
Nov 06, 2024 | $11.49 | $10.66 | -7.22% |
Aug 08, 2024 | $9.82 | $10.41 | +6.01% |
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 MFA Financial (MFA) report earnings?
MFA Financial (MFA) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is MFA Financial (MFA) earnings time?
MFA Financial (MFA) earnings time is at Jul 31, 2025, TBA Not 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 MFA EPS forecast?
MFA EPS forecast for the fiscal quarter 2025 (Q2) is 0.31.
---