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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 52
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
2% less funds holding
Funds holding: 191 [Q1] → 187 (-4) [Q2]
3.13% less ownership
Funds ownership: 58.73% [Q1] → 55.6% (-3.13%) [Q2]
13% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 32
13% less capital invested
Capital invested by funds: $619M [Q1] → $541M (-$77.8M) [Q2]
53% less call options, than puts
Call options by funds: $4.65M | Put options by funds: $9.96M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
UBS
Douglas Harter
|
$10.5
|
Neutral
Maintained
|
3 Sep 2025 |
JMP Securities
Mikhail Goberman
|
$11
|
Market Outperform
Maintained
|
17 Jul 2025 |
Keefe, Bruyette & Woods
Bose George
|
$10
|
Market Perform
Downgraded
|
10 Jul 2025 |
Financial journalist opinion
Based on 6 articles about MFA published over the past 30 days