earnings
confidence high
sentiment positive
materiality 0.70
Ellington Financial Q2 2026 EPS $0.43, ADE $0.60, book value $13.61
Ellington Financial Inc.
- Net income attributable to common stockholders $54.4M ($0.43/share); ADE $75.5M ($0.60/share).
- Book value per share $13.61 as of June 30, 2026; quarterly dividend $0.39/share covered by ADE.
- Longbridge originations $589.7M, up 38% YoY; HMBS market share hit record 29% (#2 issuer).
- Recourse debt-to-equity 1.9:1; total debt-to-equity 9.2:1; unencumbered assets $1.86B.
- H1 2026 annualized economic return 20%; book value per share up $0.45 YTD.