Ellington Credit Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Ellington Credit wird voraussichtlich seine Gewinne steigern um 104.3% pro Jahr. Der Gewinn je Aktie wird voraussichtlich um 104.4% pro Jahr steigen.
Wichtige Informationen
104.3%
Wachstumsrate der Gewinne
104.43%
EPS-Wachstumsrate
| Capital Markets Gewinnwachstum | 12.1% |
| Wachstumsrate der Einnahmen | n/a |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 20 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
ELLA: An 8.50% Notes IPO From Ellington Credit
Summary Ellington Credit Company (EARN) launched ELLA, an 8.50% baby bond maturing in 2031, currently priced near par with an 8.86% YTM. EARN’s NAV per share has declined 25% over the past year, yet the common trades at a premium, signaling potential overvaluation versus peers. Dividend coverage is currently adequate, but NII below distributions indicates a dividend cut is likely. I remain cautious on ELLA, given sector headwinds, NAV downtrend, insufficient dividend coverage, and unjustified premium in EARN’s common shares. Read the full article on Seeking Alpha
Closed-End Fund Transition Unlocks 28% Capital For Future CLO Investments
Consensus revenue growth forecasts for Ellington Credit have risen sharply, more than offsetting a decline in net profit margin, prompting analysts to raise their fair value estimate from $4.92 to $6.12. Valuation Changes Summary of Valuation Changes for Ellington Credit The Consensus Analyst Price Target has significantly risen from $4.92 to $6.12.Ellington Credit Company (NYSE:EARN) Not Lagging Market On Growth Or Pricing
Ellington Credit Company's ( NYSE:EARN ) price-to-earnings (or "P/E") ratio of 23.7x might make it look like a sell...Ellington Credit Is In Transition, And I'm Betting It Pays Off
Summary Ellington Credit Company has shifted from a mortgage REIT to a closed-end fund focusing on high-yield CLOs, aiming for substantial gains. Despite potential high rewards, EARN's transition brings significant risks, with recent earnings volatility and a hefty debt load posing challenges. EARN's valuation appears attractive, trading at a discount with a low P/E ratio, suggesting potential upside if management successfully navigates the CLO market. Near-term headwinds include dividend uncertainty and market volatility, but long-term investors might find significant upside if EARN's strategy pays off. Read the full article on Seeking AlphaEllington Credit: High Yield Is Not A Red Flag
Summary Ellington Credit is transitioning from a mortgage REIT to a closed-end fund focusing on CLOs to achieve higher risk-adjusted returns. The company’s 15% dividend yield is well-covered by distributable earnings, making it an attractive option for passive income investors. Ellington Credit is selling at a discount to book value, offering a buying opportunity as the portfolio transformation progresses. Despite the high risks associated with CLOs, Ellington Credit’s consistent dividend coverage and solid margin of safety justify a 'Buy' rating. Read the full article on Seeking AlphaEllington Credit: Still Waiting For Approval To Transition To A CEF (Rating Downgrade)
Summary Ellington Credit Company is attempting to transition from an REIT to a CEF, facing challenges in obtaining shareholder approval despite strong support. The company issued “mirror preferred” shares to amplify voting power and plans to hold another special shareholder meeting in early 2025. The transition aims to avoid double taxation on CLO investments and improve net interest margins, but delays could impact 2025 tax liabilities. EARN's Q3 2024 results show progress in rotating to CLOs, supporting a 14% yield, but I rate it a Hold pending shareholder approval. Read the full article on Seeking Alpha
CLO Strategy Shift Promises Transformative Growth And Earnings Boost
Strategic transformation into a CLO-focused fund aims to boost risk-adjusted returns, while active management seeks to improve net margins.Ellington Credit: Interest Rate Cuts Could Help The REIT
Summary The recent Federal Reserve interest rate cut benefits REITs, including Ellington Credit, which has struggled with high rates but now shows potential for improved performance. EARN stands out for its strong dividend payments and attractive price-to-distributable earnings per share, making it a solid choice for income investors. Trading at a price/book ratio close to 1, Ellington Credit's assets are expected to increase in value with declining interest rates, enhancing its investment appeal. With a secure 8¢ monthly dividend yielding 13.69%, Ellington Credit is considered a buy, offering strong returns and potential for asset value growth. Read the full article on Seeking AlphaEllington Credit: 14% Yield, Major Strategic Change, 4% BV Discount
Summary Ellington Credit Co. rebranded in April 2024, shifting focus from Mortgage-Backed Securities to Collateralized Debt Obligations. The company plans to maintain a $0.08 per share per month dividend, with a 5% discount to book value. Ellington Credit's transition to CLO investments may lead to less earnings volatility and a higher quality of earnings, making it a 'Buy' for passive income investors. Read the full article on Seeking AlphaEARN: Transforming From A 14% Yielding REIT To A CLO CEF
Summary Ellington Residential Mortgage REIT has announced its decision to transform from a REIT into a closed-end fund that trades in corporate collateralized loan obligations. The transformation is seen as a strategic move to take advantage of the growing CLO market and the potential benefits of CLO investments. EARN's transformation follows the trend of other fund managers finding ways to create new CEFs or transform existing ones to capitalize on the opportunities in the CLO market. Read the full article on Seeking AlphaEllington Residential's 14% Yield Could Be Sustainable In 2024
Summary The central bank plans to shoot for three rate cuts in 2024, which could benefit mortgage real estate investment trusts like Ellington Residential. Ellington Residential's dividend pay-out metrics improved in the fourth quarter, making a dividend cut less likely. The trust's 7% discount to net asset value makes it an appealing investment option. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 3/31/2026 | 44 | -39 | 380 | 380 | N/A |
| 3/31/2025 | -52 | -31 | 37 | 37 | N/A |
| 12/31/2024 | 41 | 7 | 9 | 9 | N/A |
| 9/30/2024 | -16 | 21 | 2 | 2 | N/A |
| 6/30/2024 | 18 | 4 | -4 | -4 | N/A |
| 3/31/2024 | 25 | 6 | -9 | -9 | N/A |
| 12/31/2023 | 0 | 5 | -10 | -10 | N/A |
| 9/30/2023 | 30 | 4 | -4 | -4 | N/A |
| 6/30/2023 | 44 | 2 | 4 | 4 | N/A |
| 3/31/2023 | 52 | -10 | 13 | 13 | N/A |
| 12/31/2022 | 85 | -30 | 22 | 22 | N/A |
| 9/30/2022 | 89 | -45 | 24 | 24 | N/A |
| 6/30/2022 | 60 | -30 | 27 | 27 | N/A |
| 3/31/2022 | 40 | -24 | 28 | 28 | N/A |
| 12/31/2021 | 29 | -6 | 28 | 28 | N/A |
| 9/30/2021 | 28 | 4 | 29 | 29 | N/A |
| 6/30/2021 | 30 | 11 | 30 | 30 | N/A |
| 3/31/2021 | 26 | 37 | 25 | 25 | N/A |
| 12/31/2020 | 0 | 20 | 24 | 24 | N/A |
| 9/30/2020 | 1 | 22 | 21 | 21 | N/A |
| 6/30/2020 | -12 | 18 | 18 | 18 | N/A |
| 3/31/2020 | -23 | -3 | 18 | 18 | N/A |
| 12/31/2019 | -13 | 22 | N/A | 18 | N/A |
| 9/30/2019 | -28 | 2 | N/A | 20 | N/A |
| 6/30/2019 | -13 | 0 | N/A | 23 | N/A |
| 3/31/2019 | 8 | 2 | N/A | 25 | N/A |
| 12/31/2018 | 26 | -11 | N/A | 29 | N/A |
| 9/30/2018 | 45 | 0 | N/A | 31 | N/A |
| 6/30/2018 | 43 | 5 | N/A | 19 | N/A |
| 3/31/2018 | 36 | 5 | N/A | 12 | N/A |
| 12/31/2017 | 31 | 11 | N/A | 34 | N/A |
| 9/30/2017 | 37 | 12 | N/A | 19 | N/A |
| 6/30/2017 | 36 | 12 | N/A | 29 | N/A |
| 3/31/2017 | 32 | 14 | N/A | 40 | N/A |
| 12/31/2016 | 15 | 12 | N/A | 20 | N/A |
| 9/30/2016 | 11 | 11 | N/A | 42 | N/A |
| 6/30/2016 | -1 | -1 | N/A | 33 | N/A |
| 3/31/2016 | 16 | -4 | N/A | 34 | N/A |
| 12/31/2015 | 21 | 0 | N/A | 25 | N/A |
| 9/30/2015 | 3 | -2 | N/A | 20 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: EARN wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.7%).
Ertrag vs. Markt: EARN wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: EARN wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: Die Daten reichen nicht aus, um festzustellen, ob die Einnahmen von EARN schneller wachsen werden als der Markt von US.
Hohe Wachstumseinnahmen: Es liegen keine ausreichenden Daten vor, um festzustellen, ob die Einnahmen von EARN schneller wachsen werden als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von EARN in 3 Jahren voraussichtlich hoch sein wird
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/10 11:01 |
| Aktienkurs zum Tagesende | 2026/08/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Ellington Credit Company wird von 5 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Trevor Cranston | Citizens JMP Securities, LLC |
| Stephen Laws | Deutsche Bank |
| Jason Weaver | JonesTrading Institutional Services, LLC |