Ellington Financial Future Growth

Future criteria checks 5/6

Ellington Financial is forecast to grow earnings and revenue by 36.7% and 29.8% per annum respectively. EPS is expected to grow by 33.8% per annum. Return on equity is forecast to be 11.4% in 3 years.

Key information

36.7%

Earnings growth rate

33.8%

EPS growth rate

Mortgage REITs earnings growth	40.9%
Revenue growth rate	29.8%
Future return on equity	11.4%
Analyst coverage	Good
Last updated	08 May 2024

Recent future growth updates

Recent updates

Analyst Forecasts Just Became More Bearish On Ellington Financial Inc. (NYSE:EFC)

Feb 26

Ellington Financial Non-GAAP EPS of $0.42 misses by $0.01

Feb 23

Ellington Financial Preferred: 15% Yield To Call, Future 11%+ Dividend Yield Opportunity

Jan 30

Ellington Financial: Fairly Valued, Shares Nearing A Breakout, Patience Required

Jan 20

Ellington Financial declares $0.15 dividend

Jan 09

Ellington Financial estimates book value per share relatively flat in November

Dec 20

Ellington Financial declares $0.15 dividend

Dec 07

Ellington Financial declares $0.15 dividend

Nov 16

Ellington Financial: High Yielding Diversified mREIT Trading At A Deep Discount To Its BV

Nov 04

Ellington Financial declares $0.15 dividend

Oct 18

Ellington Financial declares $0.15 dividend

Oct 06

Ellington Financial book value per share seen sliding 2% in August

Sep 19

Ellington Financial declares $0.15 dividend

Sep 08

Ellington Financial estimates book value per share rising nearly 1% in July

Aug 17

Earnings and Revenue Growth Forecasts

NYSE:EFC - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2025	454	139	N/A	N/A	4
12/31/2024	450	122	N/A	N/A	2
3/31/2024	247	49	N/A	N/A	N/A
12/31/2023	252	61	-242	-242	N/A
9/30/2023	258	71	-190	-190	N/A
6/30/2023	210	31	-131	-131	N/A
3/31/2023	115	-36	-39	-39	N/A
12/31/2022	42	-85	43	43	N/A
9/30/2022	1	-74	63	63	N/A
6/30/2022	28	-20	88	88	N/A
3/31/2022	104	77	75	75	N/A
12/31/2021	145	124	51	51	N/A
9/30/2021	181	154	96	96	N/A
6/30/2021	197	180	97	97	N/A
3/31/2021	204	184	100	100	N/A
12/31/2020	43	17	120	120	N/A
9/30/2020	7	-35	106	106	N/A
6/30/2020	-21	-64	102	102	N/A
3/31/2020	-48	-88	87	87	N/A
12/31/2019	89	56	79	79	N/A
9/30/2019	81	43	-17	-17	N/A
6/30/2019	81	32	-227	-227	N/A
3/31/2019	82	41	-348	-348	N/A
12/31/2018	79	46	-494	-494	N/A
9/30/2018	81	55	-760	-760	N/A
6/30/2018	72	55	-571	-571	N/A
3/31/2018	64	39	-480	-480	N/A
12/31/2017	61	33	N/A	-463	N/A
9/30/2017	69	28	N/A	-218	N/A
6/30/2017	70	22	N/A	-135	N/A
3/31/2017	68	22	N/A	-19	N/A
12/31/2016	59	-16	N/A	70	N/A
9/30/2016	59	-16	N/A	429	N/A
6/30/2016	61	-12	N/A	380	N/A
3/31/2016	78	-4	N/A	297	N/A
12/31/2015	85	38	N/A	654	N/A
9/30/2015	70	39	N/A	127	N/A
6/30/2015	74	47	N/A	-289	N/A
3/31/2015	57	55	N/A	-332	N/A
12/31/2014	51	58	N/A	-604	N/A
9/30/2014	66	70	N/A	-217	N/A
6/30/2014	62	69	N/A	121	N/A
3/31/2014	85	60	N/A	-152	N/A
12/31/2013	92	77	N/A	-244	N/A
9/30/2013	82	87	N/A	-606	N/A
6/30/2013	77	104	N/A	-384	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: EFC's forecast earnings growth (36.7% per year) is above the savings rate (2.4%).

Earnings vs Market: EFC's earnings (36.7% per year) are forecast to grow faster than the US market (14.5% per year).

High Growth Earnings: EFC's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: EFC's revenue (29.8% per year) is forecast to grow faster than the US market (8.3% per year).

High Growth Revenue: EFC's revenue (29.8% per year) is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: EFC's Return on Equity is forecast to be low in 3 years time (11.4%).

Ellington Financial Future Growth

Future criteria checks 5/6

Key information

Recent future growth updates

Consensus EPS estimates fall by 15%, revenue upgraded

Consensus EPS estimates increase by 13%, revenue downgraded

Consensus EPS estimates fall by 24%

Ellington Financial Inc. Provides Earnings Guidance for the Fourth Quarter Ended December 31, 2022

Recent updates

Dividend of US$0.13 announced

Ellington Financial Inc. Declares Monthly Common Dividend, Payable on June 25, 2024

Ellington Financial Inc. to Report Q1, 2024 Results on May 07, 2024

Upcoming dividend of US$0.13 per share

Dividend of US$0.13 announced

Ellington Financial Inc. Declares Monthly Common Dividend, Payable on May 28, 2024

Ellington Financial Inc., Annual General Meeting, May 17, 2024

Ellington Financial: Well Positioned For A Housing Market Recovery

Upcoming dividend of US$0.13 per share

Dividend of US$0.13 announced

Ellington Financial Inc. Declares Monthly Dividend, Payable on April 25, 2024

Consensus EPS estimates fall by 15%, revenue upgraded

Ellington Financial Inc. Recommends Reduction of the Monthly Dividend Beginning in March

Upcoming dividend of US$0.15 per share

Ellington Financial Inc. to Report Q4, 2023 Results on Feb 26, 2024

Dividend of US$0.15 announced

Ellington Financial Declares Monthly Common Dividend Payable on March 25, 2024

Insufficient new directors

Upcoming dividend of US$0.15 per share at 14% yield

Ellington Financial Inc. Appoints J. Rock Tonkel as Additional Board Member

Ellington Financial: Get 14% Yield Paid Monthly From This Growing REIT

Ellington Financial Inc. Declares Monthly Common Dividend, Payable on February 26, 2024

Upcoming dividend of US$0.09 per share at 5.6% yield

Director exercised options and sold US$277k worth of stock

Ellington Financial Inc. Declares Monthly Dividend, Payable on January 25, 2024

Ellington Financial Declares Interim Monthly Dividend, Payable on December 13, 2023

Upcoming dividend of US$0.15 per share at 14% yield

Consensus EPS estimates increase by 13%, revenue downgraded

Consensus EPS estimates fall by 24%

Ellington Financial Inc. Declares Monthly Common Dividend, Payable on December 26, 2023

Ellington Financial Inc. to Report Q3, 2023 Results on Nov 07, 2023

Upcoming dividend of US$0.15 per share at 15% yield

Ellington Financial Inc. Declares Monthly Dividend, Payable on November 27, 2023

Ellington Financial: Lack Of Dividend Coverage Makes Me Hesitant

Upcoming dividend of US$0.15 per share at 14% yield

Ellington Financial Inc. Declares Monthly Dividends, Payable on October 25, 2023

Upcoming dividend of US$0.15 per share at 14% yield

Now 20% undervalued

Ellington Financial Declares Monthly Common Dividend, Payable on September 25, 2023

Ellington Financial Inc. to Report Q2, 2023 Results on Aug 07, 2023

Upcoming dividend of US$0.15 per share at 13% yield

Ellington Financial Inc. Declares Monthly Dividend on Common Stock, Payable on August 25, 2023

Ellington Financial Inc. Declares Monthly Dividend on Common Stock, Payable on August 25, 2023

Ellington Financial: Impending Acquisitions, A Potential Turning Point

Ellington Financial Inc. (NYSE : EFC) entered into an agreement to acquire Great Ajax Corp. (NYSE : AJX) for $180 million.

Ellington Financial Inc.(NYSE:EFC) dropped from Russell 2000 Value-Defensive Index

Upcoming dividend of US$0.15 per share at 13% yield

Ellington Financial Inc. Declares Monthly Dividend on Common Stock, Payable on July 25, 2023

Ellington Financial Inc. (NYSE:EFC) entered into a definitive Agreement to acquire Arlington Asset Investment Corp. (NYSE:AAIC) for approximately $150 million.

Ellington Financial Inc. (NYSE:EFC) entered into a definitive Agreement to acquire Arlington Asset Investment Corp. (NYSE:AAIC) for approximately $160 million.

Now 21% undervalued after recent price drop

Upcoming dividend of US$0.15 per share at 14% yield

Now 21% undervalued after recent price drop

Upcoming dividend of US$0.15 per share at 14% yield

Upcoming dividend of US$0.15 per share at 16% yield

Analyst Forecasts Just Became More Bearish On Ellington Financial Inc. (NYSE:EFC)

Ellington Financial Non-GAAP EPS of $0.42 misses by $0.01

Upcoming dividend of US$0.15 per share at 13% yield

Ellington Financial Inc. to Report Q4, 2022 Results on Feb 23, 2023

Ellington Financial Inc. Declares Monthly Common Dividend, Payable on March 27, 2023

Ellington Financial Inc. Provides Earnings Guidance for the Fourth Quarter Ended December 31, 2022

Ellington Financial Preferred: 15% Yield To Call, Future 11%+ Dividend Yield Opportunity

Upcoming dividend of US$0.15 per share

Ellington Financial: Fairly Valued, Shares Nearing A Breakout, Patience Required

Ellington Financial Inc. Declares Monthly Dividend, Payable on February 27, 2023

Ellington Financial declares $0.15 dividend

Upcoming dividend of US$0.15 per share

Ellington Financial estimates book value per share relatively flat in November

Ellington Financial Inc. Declares Quarterly Dividend on Common Stock, Payable on January 30, 2023

Ellington Financial declares $0.15 dividend

Upcoming dividend of US$0.15 per share