MFA Financial Q2 2026 GAAP net income $36.2M ($0.34 diluted EPS); portfolio grows to $13.0B

MFA FINANCIAL, INC.

GAAP net income to common stockholders $36.2M, or $0.35 basic and $0.34 diluted EPS.
Distributable earnings (non-GAAP) $12.2M ($0.12/share); DE prior to realized credit losses $36.7M ($0.35).
GAAP book value $12.71, economic book value $13.20; total economic return 2.6% for Q2.
Residential investment portfolio rose to $13.0B; 60+ day delinquencies fell to 7.0% from 7.8%.
Paid $0.36 regular dividend; repurchased over 500,000 shares in Q2 (cumulative 2M shares).

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