MFA FINANCIAL, INC. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 32/100
What the filing says
MFA Financial reported Q2 2026 GAAP net income of $36.2M ($0.35/share) and distributable earnings of $12.2M ($0.12/share). Investment portfolio grew $535M to $13.0B; acquired $1.6B residential assets including $714M Agency MBS and $462M Non-QM loans. Lima One originations grew 44% to $316M. Portfolio 60+ delinquency rate improved to 7.0% from 7.8%; ~$200M of delinquent loans resolved. Repurchased 529K shares (2M cumulative since prior year); paid $0.36/share dividend. Book value $12.71/share; economic book value $13.20/share.
Why this rating
Routine quarterly earnings and portfolio activity updates; growth modest relative to $966M market cap; credit improvement and capital deployment are normal operations.
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