earnings
confidence high
sentiment positive
materiality 0.65
MFA Financial Q4 GAAP EPS $0.42; full-year net income up 58%; authorizes $200M buyback
MFA FINANCIAL, INC.
2025-FY EPS reported
$1.30
- Q4 GAAP net income $43.6M ($0.42/sh); distributable earnings $27.8M ($0.27/sh).
- Full-year 2025 net income $136.5M ($1.31/sh), up from $86.4M in 2024; total economic return 9.0%.
- 60+ day loan delinquencies improved to 7.1% from 7.5% YoY; net interest income rose to $231.1M from $202.7M.
- Loan acquisitions totaled $2.7B in 2025, including $1.8B Non-QM; completed 5 securitizations.
- Board authorized new $200M stock repurchase program through 2028; repurchased 1.03M shares in 2025.