MFA Financial, Inc.

NYSE:MFA Lagerbericht

Marktkapitalisierung: US$865.3m

MFA Financial Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

Der Umsatz von MFA Financial wird voraussichtlich um 14.6% pro Jahr zurückgehen, während der Jahresgewinn um 13.5% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 20.1% pro Jahr steigen.

Wichtige Informationen

13.5%

Wachstumsrate der Gewinne

20.14%

EPS-Wachstumsrate

Mortgage REITs Gewinnwachstum19.1%
Wachstumsrate der Einnahmen-14.6%
Zukünftige Eigenkapitalrenditen/a
Analystenabdeckung

Low

Zuletzt aktualisiert19 Aug 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Jun 26

MFA: Future ROE Stability Will Rely On Dividend Coverage Normalization

The analyst fair value estimate for MFA Financial has moved from $11.00 to $10.00, as analysts balance lower target prices with expectations for improving distributable earnings coverage of the dividend and a possible narrowing of the stock's valuation discount over time. Analyst Commentary Recent research on MFA Financial reflects a mixed backdrop, with some supportive views on residential credit exposure offset by concerns around distributable earnings volatility and the stock's valuation discount.
Narrative-Update • May 04

MFA: ROE Visibility And Share Repurchases Will Support Future Upside

Analysts have raised their price target on MFA Financial to $11 from $10, citing updated post-Q4 earnings models and improved clarity around return on equity potential, even as they note some near-term volatility in distributable EPS from credit loss realizations. Analyst Commentary Recent research updates reflect a generally balanced view on MFA Financial, with analysts adjusting their models after Q4 results and resetting price targets to US$11.
Narrative-Update • Apr 19

MFA: ROE Expansion And Share Repurchases Will Support Future Earnings Quality

Analysts have raised their price targets on MFA Financial to $11 from $10, citing updated Q4 models and growing visibility into the company's potential to expand return on equity, even as they flag some near term noise in distributable EPS from credit loss realizations. Analyst Commentary Recent research updates point to a slightly more constructive view on MFA Financial, with price targets moving to $11 from $10 after analysts refreshed their Q4 models.
Seeking Alpha • Apr 14

MFA Financial: 10% Yielding Preferred Shares Are A Hedge Against Inflation

Summary MFA Financial faces margin compression from increased leverage and a shift toward securities, impacting net interest income. Net interest spread fell to 1.15% in Q4, with net interest income at its lowest quarterly level in 2025 despite higher interest income. Recourse leverage rose to 2.5x, the highest since the pandemic, but loan delinquencies remain stable around 7%. I favor the Series C preferred shares for their 10% yield and inflation hedge, while common shares remain unattractive due to ongoing headwinds. Read the full article on Seeking Alpha
Narrative-Update • Apr 03

MFA: ROE Expansion Potential Will Support Improved Earnings Quality

Analysts have nudged the average fair value estimate for MFA Financial higher to about $15.10 from roughly $14.42, citing updated models after Q4 results, increased visibility into potential ROE expansion, and expectations for some near term noise in distributable EPS from credit loss realizations. Analyst Commentary Recent research updates point to a modestly more constructive view on MFA Financial, with price targets adjusted to $11 following the Q4 earnings report and refreshed valuation work.
Narrative-Update • Mar 20

MFA: ROE Expansion Visibility Will Offset Near Term Credit Loss Volatility

The analyst price target for MFA Financial has been raised from $10.75 to $11.00 as analysts incorporate updated Q4 models and report greater visibility into potential ROE expansion, while also noting near-term volatility in distributable EPS due to credit loss realizations. Analyst Commentary Recent research points to a more constructive long term outlook for MFA Financial's return on equity, while also flagging moving parts in near term earnings as credit loss realizations flow through distributable EPS.
Narrative-Update • Mar 06

MFA: ROE Expansion Hopes Will Confront Near Term Credit Loss Volatility

MFA Financial's analyst price target has shifted from $10.00 to $11.00 as analysts factor in updated Q4 earnings models and see more visibility around potential ROE expansion, even while acknowledging some near term noise in distributable EPS from credit loss realizations. Analyst Commentary Recent research updates show that while price targets on MFA Financial have shifted to US$11, the tone around the stock is cautious.
Seeking Alpha • Dec 23

MFA Financial: Upcoming Income Growth Opportunity In Floating Series C Shares

Summary MFA Financial's Series C preferred shares are recommended due to their attractive floating yields, set to start in April 2024. Despite higher interest expenses, MFA Financial's net interest income rose by $22 million year-to-date, driven by increased interest income. The company has diversified its holdings with $400 million in agency-backed securities, enhancing earnings without impairing asset yields. Risks include rising multi-family delinquencies and potential lower incomes if interest rates drop, but Series C shares remain appealing with a 3% discount to par. Read the full article on Seeking Alpha
Seeking Alpha • Oct 14

MFA Financial: Gaining Strength After Rate Cuts

Summary As a long-term investor in MFA Financial, I strongly believe now is an ideal time to buy shares. MFA is well-positioned to increase profits and maintain or even increase its dividend. The next catalysts to price movement are earnings on November 5th, a Fed rate cut, and an ex-dividend date in December. The stock is trading at a discount, below book value of $13.80, and economic book value of $14.34. I expect MFA to beat Q3 earnings with continued coverage for its healthy 11.5% annual dividend. Read the full article on Seeking Alpha
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Neues Narrative • Sep 14

A Strategy For Enhanced Earnings And Growth

Shift from multifamily to single-family lending alongside strategic securitizations and loan sales aims to enhance earnings and book value.
Seeking Alpha • Jun 14

MFA Financial Issues Second Note Due In 2029

Summary MFA Financial operates as a real estate investment trust in the US, investing in residential mortgage assets.  The company has a strong financial position, with ample cash and stockholder's equity. MFA Financial recently issued a second Note that does not mature until 2029, making it ideal for long-term fixed income investors willing to accept some risks. In this article, I briefly review the issuer and both Notes, MFAN and MFAO.  I give both a Hold rating as the spread against a 5-year CD is only 300bps. Read the full article on Seeking Alpha
Seeking Alpha • May 28

MFA Financial: High Yield But Risk Of Cut Looms

Summary MFA Financial offers a high dividend yield of 13% and trades at a historically large discount to book value. The company has made changes to its strategy, including acquiring Lima One and focusing on loan origination. While there are concerns about interest spreads and missing out on buybacks, MFA is making progress and isn't bad to hold it if you've got it. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

MFA PFDs Revisited: FOMC Has Changed The Outlook (Rating Upgrade)

Summary MFA Financial uses preferred stocks to finance operations in the mREIT industry. The company's preferred stocks analyzed are MFA Financial, Inc. PFD SER B and MFA Financial, Inc. 6.50 PFD SER C. Recent announcements from FOMC indicate the direction of interest rates might be changing, thus I changed my rating from Hold to Buy on both preferred, with a preference for MFA-B. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

MFA Financial: Not Yet A Buy, Wait For Bullish Indicators

Summary MFA Financial, Inc. posted stronger-than-expected Q3 2023 performance, demonstrating resilience in challenging economic conditions. The company's business model, focused on higher-yielding assets and stable funding sources, is sustainable and effective. Technical analysis suggests a neutral outlook for the stock. I recommend patience before investing until technical indicators improve. Read the full article on Seeking Alpha
Seeking Alpha • Aug 27

MFA Financial: A High-Yielding Mortgage REIT Started Generating Decent Price Growth

Summary MFA Financial has a history of generating high yields, despite a recent dividend cut. The company's stock price has fallen significantly since a reverse stock split 70 weeks ago. Rising interest rates pose a risk to MFA Financial's profitability, but a steady interest rate could increase its net interest income and yield. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

MFA Financial Q4 2022 Earnings Preview

MFA Financial (NYSE:MFA) is scheduled to announce Q4 earnings results on Thursday, February 23rd, before market open. The consensus EPS Estimate is $0.30 and the consensus Revenue Estimate is $48.25M (-31.2% Y/Y). Over the last 1 year, MFA has beaten EPS estimates 75% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 2 downward. Revenue estimates have seen 1 upward revision and 2 downward.
Seeking Alpha • Feb 08

MFA Financial: Don't Chase Yield After A 20% Dividend Cut

Summary MFA Financial just cut its quarterly cash dividend payout by 20% after rising Fed fund rates weighed down on net interest income. The new yield at nearly 12% still provides double-digit income to shareholders but also looks at risk. Shareholders might be interested in the Series B preferreds, which currently offer a 9.3% yield on cost and more certainty. MFA Financial (MFA) recently declared a quarterly per share cash dividend of $0.35, a 20% decline from its prior payout for a forward annualized yield of 11.88%. This is down from a retrospective yield of 14.2% and comes as still-rising Fed fund rates continue to increase the financing costs for highly leveraged companies. The business is straightforward, MFA is engaged in the business of investing on a highly leveraged basis in residential mortgages, including residential mortgage-backed securities and residential whole loans. Mortgage REITs, or mREITS, unlike their non-mortgage REIT counterparts, employ an outsized level of gearing which makes them even more sensitive to interest rate movements. Data by YCharts The mREIT has moved in somewhat of an inverse correlation with a Fed funds rate that is set for two further 25 basis points hikes, with inflation seemingly peaking. This sets the backdrop for the performance of MFA this year. The end of the hike cycle would lead to further stabilization of a stock price that has fallen by 35% from its 52-week high. However, MFA's investors are in the mREIT because of its income. Hence, the broader gyrations from its stock price might be noise in the long term. This is why the cut has proved so destructive, as it has been aggregated with a low stock price whilst opening up the specter of further cuts, especially against the torrid macroeconomic context. The Economic Situation Looks Set To Normalize, But Housing Is Being Discombobulated Freddie Mac US home sales are set to drop by 16% in 2023 to their lowest level since 2011 as higher mortgage rates work through the economy. This is as the 30-year primary mortgage rate currently sits a 6.09%, the highest since 2008, albeit down from highs of around 7%. Fundamentally, the mix of rising Fed fund rates and a weakening economy, potentially set to avoid a soft landing for a deep recession, will continue to place pressure on MFA. The internally managed New York-based hybrid mREIT held a portfolio with a total equity value of $2 billion as of the end of its last reported fiscal 2022 third quarter. This was for a GAAP book value of $15.31 per share, down from $19.28 in the year-ago comp. It's important to note that MFA instituted a 1-for-4 reverse stock split back in April 2022 that would see shareholders swap each four shares of MFA they owned pre-split for one share. Data by YCharts The mREIT's net interest income at $52.29 million was a 15.4% decline from its year-ago quarter and a miss by $610,000 on consensus estimates. Distributable earnings came in at $28.2 million, or $0.28 per share, versus a GAAP net loss of $63.2 million during the quarter. Distributable earnings are still lower than the reduced $0.35 per share dividend. MFA's management was somber during the earnings call, indicating that whilst they held cash of around $435 million as of the end of the third quarter, their previous quarterly dividend level was unsustainable from an earnings perspective. The cut was unexpected in that this was enough cash to maintain the previous payout for two and a half years. Shareholders will now be hoping that the rightsizing of the payout is in the rearview mirror, even as continued economic headwinds negatively impact the mREIT's portfolio. Grab An 9.3% Yield With MFA's Series B Preferreds Preferreds almost always offer a more structurally sound alternative for mREITs with a near-term history of underperformance, and MFA's is no different. MFA Financial 7.50% Series B Cumulative Preferred Stock (MFA.PB) pays out a $1.88 annual coupon for a 9.3% yield on cost. Currently trading at $20.12, they're almost five years past their April 15, 2018 redemption date and come with a number of attractive features.

Gewinn- und Umsatzwachstumsprognosen

NYSE:MFA - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/2027236132N/AN/A4
12/31/2026233131N/AN/A4
6/30/2026303105252252N/A
3/31/202628891162162N/A
12/31/20253251367676N/A
9/30/202527990150150N/A
6/30/202528493124124N/A
3/31/2025292104132132N/A
12/31/202428086200200N/A
9/30/20243661709292N/A
6/30/202426065144144N/A
3/31/2024191-2170170N/A
12/31/202324847109109N/A
9/30/2023138-36112112N/A
6/30/2023136-35208208N/A
3/31/202364-109215214N/A
12/31/2022-68-265355355N/A
9/30/2022-51-228399360N/A
6/30/2022126-40268236N/A
3/31/2022273127221230N/A
12/31/2021449295138138N/A
9/30/202141229777131N/A
6/30/20213702523078N/A
3/31/20214932824049N/A
12/31/2020-538-7093438N/A
9/30/2020-434-6507779N/A
6/30/2020-435-638186186N/A
3/31/2020-529-637N/A192N/A
12/31/2019473362N/A216N/A
9/30/2019423322N/A211N/A
6/30/2019412314N/A190N/A
3/31/2019386291N/A179N/A
12/31/2018381286N/A148N/A
9/30/2018412325N/A145N/A
6/30/2018394302N/A122N/A
3/31/2018406311N/A138N/A
12/31/2017394307N/A177N/A
9/30/2017368278N/A198N/A
6/30/2017378297N/A237N/A
3/31/2017371296N/A180N/A
12/31/2016377296N/A179N/A
9/30/2016370297N/A222N/A
6/30/2016365293N/A193N/A
3/31/2016363293N/A266N/A
12/31/2015366297N/A278N/A
9/30/2015370303N/A234N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: MFADas prognostizierte Gewinnwachstum (13.5% pro Jahr) liegt über der Sparquote (3.7%).

Ertrag vs. Markt: MFADie Erträge des Unternehmens (13.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (17.2% pro Jahr).

Hohe Wachstumserträge: MFADie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: MFADie Einnahmen des Unternehmens werden in den nächsten 3 Jahren voraussichtlich zurückgehen (-14.6% pro Jahr).

Hohe Wachstumseinnahmen: MFADie Einnahmen des Unternehmens werden in den nächsten drei Jahren voraussichtlich zurückgehen (-14.6% pro Jahr).

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von MFA in 3 Jahren voraussichtlich hoch sein wird

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/11 14:48
Aktienkurs zum Tagesende2026/09/11 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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 , 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

MFA Financial, Inc. wird von 20 Analysten beobachtet. 4 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.

AnalystEinrichtung
Jason StewartBrean Capital Historical (Janney Montgomery)
Jessica Levi-RibnerB. Riley Securities, Inc.
Douglas HarterBTIG