MFA Financial (NYSE: MFA) will announce its fourth-quarter earnings for 2025 on February 18, 2026, before the market opens. Analysts anticipate that the company will report earnings of $0.2720 per share alongside revenues totaling $60.556 million for the quarter. Investors can access the latest information on the earnings call scheduled for 11:00 AM ET that day through the company’s dedicated earnings overview page.
Market Performance and Stock Overview
On Monday, shares of MFA Financial opened at $9.90. The company holds a market capitalization of $1.01 billion and a price-to-earnings ratio of 11.64. MFA Financial’s stock has fluctuated over the past year, with a low of $7.85 and a high of $11.08. The fifty-day moving average price stands at $9.71, while the two-hundred day moving average is $9.57.
Recently, MFA Financial declared a quarterly dividend, which was paid on January 30, 2026. Shareholders on record as of December 31, 2025, received a dividend of $0.36 per share. This reflects an annualized dividend of $1.44 and a dividend yield of 14.6%. The company’s payout ratio currently sits at 169.41%, indicating a significant commitment to returning capital to its shareholders.
Institutional Investment Activity
In recent months, several institutional investors have adjusted their holdings in MFA Financial. Balyasny Asset Management L.P. increased its stake by 53.1% during the second quarter, now owning 2,820,393 shares valued at approximately $26.68 million after acquiring an additional 977,820 shares.
First Trust Advisors LP made a substantial move, raising its stake by 152.8% in the same period, bringing its total to 1,022,065 shares valued at $9.67 million. Similarly, Two Sigma Investments LP lifted its position by 112.1% during the third quarter, now holding 778,019 shares worth $7.15 million.
Goldman Sachs Group Inc. also expanded its investment in MFA Financial by 75.2% in the fourth quarter, acquiring an additional 308,491 shares to total 718,940 shares valued at $6.69 million. Overall, institutional investors now own 65.28% of the company’s stock.
MFA Financial, headquartered in New York City, operates as a real estate investment trust (REIT) specializing in residential mortgage loans and mortgage-related securities. The company aims to deliver attractive risk-adjusted returns through net interest income and capital appreciation. Its investment strategy includes a diversified portfolio of agency and non-agency residential mortgage assets, utilizing its expertise in acquiring, financing, and servicing mortgage products.
As MFA Financial prepares for its upcoming earnings announcement, stakeholders will be closely monitoring the results and any insights provided during the earnings call.
