ADAMAS TRUST, INC. — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Adamas Trust reported Q2 2026 GAAP EPS of $0.48 and EAD per share of $0.30 (up 36.4% YoY). Book value per share rose 1.8% QoQ to $10.16; adjusted book value increased 2.3% QoQ to $11.05. The company acquired $1.5B in single-family investments ($798M Agency, $632M business purpose loans), issued $521M of securitizations at 5.48% cost, raised common dividend to $0.27 (+17.4%), and maintains $400M excess liquidity. Portfolio grew to $11.7B; company recourse leverage at 5.5x.
Why this rating
Solid earnings growth and book value appreciation deliver tangible shareholder returns, but within normal operating parameters for a mortgage REIT. Event is material but not transformational relative to company size.
See more from July 29, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.