MFA Financial, Inc. (MFA)

In the past six months, MFA Financial, Inc. announced several dividends and reported financial results. On December 11, 2025, MFA Financial, Inc. announced a common stock dividend of $0.36 per share. On November 20, 2025, the company announced fourth-quarter dividends for its Series B and Series C Preferred Stock. MFA Financial, Inc. announced its Third Quarter 2025 Financial Results on November 6, 2025, during which the residential investment portfolio increased to $11.2 billion, and the company completed two loan securitizations totaling $721.5 million of Non-QM loans. On October 1, 2025, MFA Financial completed its 20th Non-QM Loan Securitization. On September 11, 2025, a dividend of $0.36 per share was announced. On September 2, 2025, MFA Financial announced a correction to dividend information on its Series C Preferred Stock. On August 21, 2025, the company announced third-quarter dividends on its Series B and Series C Preferred Stock. MFA Financial, Inc. announced its Second Quarter 2025 Financial Results on August 6, 2025, during which the investment portfolio grew to $10.8 billion, and 60+ day delinquencies for its residential loan portfolio declined to 7.3%. Management projected that distributable earnings would begin to align with the dividend in the first half of 2026. On July 9, 2025, a dividend of $0.36 per share was announced.

Specific detailed information regarding the demand seasonality for MFA Financial, Inc.'s products and services is not explicitly provided; however, its business is generally influenced by broader housing market trends, interest rate environments, and economic conditions. Favorable housing market trends and demographics are noted as boosting demand for MFA's mortgage products, enhancing loan originations and revenue stability.

MFA Financial, Inc. is a specialty finance company operating as a real estate investment trust (REIT) based in New York, United States, that primarily invests in residential mortgage assets on a leveraged basis. Its core business involves the origination, acquisition, and servicing of mortgage-related assets, including residential mortgage-backed securities (MBS), residential whole loans, and mortgage servicing rights (MSR)-related assets. Through its subsidiary, Lima One Capital, LLC, MFA also originates and services business purpose loans for real estate investors nationwide. The company aims to deliver attractive risk-adjusted returns for shareholders through its expertise in credit markets and financial engineering.

MFA Financial, Inc. primarily operates in the United States and has a presence in the United Kingdom through its subsidiary, MFA Kittiwake Investments Ltd. Its headquarters are located in New York, New York.

Information specifically detailing MFA Financial, Inc.'s brand reputation is not explicitly available; however, the company has demonstrated strong operational metrics, improved credit quality, and effective risk management practices. Concerns noted by analysts include significant unrealized losses, execution and management risk, and the inability to scale its capital base.

Institutional investors hold a significant portion of MFA Financial, Inc.'s stock, controlling approximately 66% of the company, while the general public holds about a 33% stake, and insiders own approximately 0.95% of the stock. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., Geode Capital Management, LLC, State Street Global Advisors, Inc., Fuh Hwa Securities Investment Trust Co., Ltd., Invesco Capital Management LLC, Charles Schwab Investment Management, Inc., and Citigroup Inc.