MFA Financial
About: MFA Financial Inc is a specialty finance company that invests in and finances residential mortgage assets. Its principal business objective is to deliver shareholder value through the generation of distributable income and through asset performance linked to residential mortgage credit fundamentals. The company selectively invests in residential mortgage assets with a focus on credit analysis, projected prepayment rates, interest rate sensitivity and expected return. The company's reportable segments include mortgage-related assets and Lima One.
Employees: 348
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
185% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $4.3M
36% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 28
35% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 49
2% more funds holding
Funds holding: 184 [Q3] → 188 (+4) [Q4]
2.02% less ownership
Funds ownership: 65.14% [Q3] → 63.12% (-2.02%) [Q4]
22% less capital invested
Capital invested by funds: $846M [Q3] → $658M (-$189M) [Q4]
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keefe, Bruyette & Woods Bose George 70% 1-year accuracy 30 / 43 met price target | 18%upside $12.50 | Outperform Maintained | 20 Feb 2025 |
JMP Securities Aaron Hecht 53% 1-year accuracy 26 / 49 met price target | 18%upside $12.50 | Market Outperform Maintained | 23 Jan 2025 |
Financial journalist opinion
Based on 11 articles about MFA published over the past 30 days









