MFA
MFA FINANCIAL, INC.
$9.42
+1.40%
$957.0M
No data for this timeframe.
Vol
Market Cap$957.0M
Cap SizeSmall Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$367.5M
Inst. Activity7 buys / 9 sells
SEC Reports1
Recent Activity
Jun 12, 2026
short_volume
Short Volume: MFA — 66.0% short (0.4M / 0.6M)
Short: 367,237 | Exempt: 2,243 | TRF Vol: 556,072 | Short Ratio: 66.0% | Off-exchange volume (dark p
Jun 8, 2026
Insider
Stamps Sheila A was granted 16,448 shares
Director
Jun 8, 2026
Insider
POLSKY LISA was granted 16,448 shares
Director
Jun 8, 2026
Insider
Small Christopher R. was granted 16,448 shares
Director
May 5, 2026
SEC
MFA Financial reported a GAAP net loss of $(0.11) per common share for Q1 2026, swinging from a profit of $0.32 in the y
8-K — Impact 7/10
Inst.
MIRAE ASSET GLOBAL ETFS — ADD
2,114,463 shares ($20.3M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — DOUBLED
777,025 shares ($7.4M)
Price Targets
$14.80
+57.1% upside
Strong Buy
Current $9.42
Low $10.00
Median $11.50
High $31.00
5 analysts
$10.00
$31.00
Analyst Ratings
1Strong Buy
4Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 3, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| May 4, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| Mar 5, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Feb 20, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.27 ▼ -18.2% | $0.15 — $0.34 | 12% YoY | 5 |
| Next Q | $0.34 ▼ -4.4% | $0.31 — $0.37 | 71% YoY | 4 |
| Current FY | $1.29 ▼ -4.3% | $1.12 — $1.38 | 29% YoY | 4 |
| Next FY | $1.49 ▼ -0.8% | $1.40 — $1.60 | 15% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $88.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $44.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $43.5M | — |
| STATE STREET CORP | $24.1M | — |
| MIRAE ASSET GLOBAL ETFS | $20.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 8, 2026 | Stamps Sheila | A | $0.00 |
| Jun 8, 2026 | POLSKY LISA | A | $0.00 |
| Jun 8, 2026 | Small Christopher | A | $0.00 |
| Jun 8, 2026 | Goodman Laurie | A | $0.00 |
| Jun 8, 2026 | JOSEPHS ROBIN | A | $0.00 |
50 institutional holders with $367.5M total value (38,274,842 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 9 institutions trimmed/exited vs 7 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,188,281 | $88.0M | 24.0% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,626,141 | $44.3M | 12.1% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4,538,331 | $43.5M | 11.8% | — |
| 4 | STATE STREET CORP | 2,430,998 | $24.1M | 6.6% | — |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,114,463 | $20.3M | 5.5% | ADD +50.9% |
| 6 | Invesco Ltd. | 1,649,349 | $15.8M | 4.3% | — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,566,116 | $15.0M | 4.1% | — |
| 8 | WOLVERINE ASSET MANAGEMENT LLC | 1,533,286 | $14.7M | 4.0% | ADD +57.5% |
| 9 | FMR LLC | 1,171,752 | $11.2M | 3.1% | — |
| 10 | TWO SIGMA INVESTMENTS, LP | 1,113,011 | $10.7M | 2.9% | ADD +57.6% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 777,025 | $7.4M | 2.0% | DOUBLED +245.2% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 720,459 | $6.9M | 1.9% | ADD +25.1% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 660,399 | $6.3M | 1.7% | — |
| 14 | GOLDMAN SACHS GROUP INC | 560,468 | $5.4M | 1.5% | — |
| 15 | Allianz Asset Management GmbH | 505,520 | $4.8M | 1.3% | TRIM -25.7% |
| 16 | CITIGROUP INC | 380,072 | $3.6M | 1.0% | — |
| 17 | MORGAN STANLEY | 276,062 | $2.6M | 0.7% | TRIM -48.0% |
| 18 | Nuveen, LLC | 261,224 | $2.5M | 0.7% | — |
| 19 | Centiva Capital, LP | 254,400 | $2.4M | 0.7% | — |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | 250,307 | $2.4M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 1,401,542 | 2,114,463 | +50.9% | $20.3M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 225,098 | 777,025 | +245.2% | $7.4M | 2026-Q1 |
| Allianz Asset Management GmbH | TRIM | 680,419 | 505,520 | -25.7% | $4.8M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 531,283 | 276,062 | -48.0% | $2.6M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 291,483 | 161,068 | -44.7% | $1.5M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 103,284 | 142,278 | +37.8% | $1.4M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 268,120 | 108,957 | -59.4% | $1.0M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 270,966 | 105,850 | -60.9% | $1.0M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 14,817 | 63,760 | +330.3% | $610.8K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | TRIM | 84,655 | 55,885 | -34.0% | $535.4K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 45,727 | 23,060 | -49.6% | $230.7K | 2026-Q1 |
| Pictet Asset Management Holding SA | ADD | 14,923 | 20,170 | +35.2% | $193.2K | 2026-Q1 |
| Brevan Howard Capital Management LP | NEAR_EXIT | 89,072 | 19,310 | -78.3% | $185.0K | 2026-Q1 |
| Allworth Financial LP | ADD | 8,774 | 11,500 | +31.1% | $110.2K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 427 | 2,161 | +406.1% | $20.7K | 2026-Q1 |
| GROUP ONE TRADING LLC | NEAR_EXIT | 100,715 | 499 | -99.5% | $4.8K | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 778,019 | 1,226,373 | +57.6% | $11.4M | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 608,192 | 760,910 | +25.1% | $7.1M | 2025-Q4 |
| Point72 Asset Management, L.P. | DOUBLED | 30,429 | 268,120 | +781.1% | $2.5M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 172,725 | 225,098 | +30.3% | $2.1M | 2025-Q4 |
| Corient Private Wealth LLC | DOUBLED | 105,618 | 215,534 | +104.1% | $2.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 80,127 | 103,999 | +29.8% | $968.2K | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 725,573 | 103,284 | -85.8% | $961.6K | 2025-Q4 |
| Brevan Howard Capital Management LP | DOUBLED | 40,175 | 89,072 | +121.7% | $829.3K | 2025-Q4 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 136,533 | 45,727 | -66.5% | $443.7K | 2025-Q4 |
6 unique insiders with 6 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 8, 2026 | Stamps Sheila A | Director | AWARD | 16,448 | — | — |
| Jun 8, 2026 | POLSKY LISA | Director | AWARD | 16,448 | — | — |
| Jun 8, 2026 | Small Christopher R. | Director | AWARD | 16,448 | — | — |
| Jun 8, 2026 | Goodman Laurie | Director | AWARD | 29,057 | — | — |
| Jun 8, 2026 | JOSEPHS ROBIN | Director | AWARD | 16,448 | — | — |
| Jun 8, 2026 | Wald Richard C. | Director | AWARD | 16,448 | — | — |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (50% buy). Based on 10 analysts: 1 strong buy, 4 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$14.80 mean target
+57.1% upside
Strong Buy (2.57)
$10.00 Low
$31.00 High
| Metric | Value |
|---|---|
| Current Price | $9.42 |
| Target Low | $10.00 |
| Target Mean | $14.80 |
| Target Median | $11.50 |
| Target High | $31.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (2.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.27 | $0.15 | $0.34 | 12.2% | -18.2% | 1↑ 1↓ | $0.1B | -3.8% | 5 |
| Next Q 2026-09-30 |
$0.34 | $0.31 | $0.37 | 71.1% | -4.4% | 1↑ 2↓ | $0.1B | 4.7% | 4 |
| Current FY 2026-12-31 |
$1.29 | $1.12 | $1.38 | 29.5% | -4.3% | 1↑ 2↓ | $0.2B | 2.8% | 4 |
| Next FY 2027-12-31 |
$1.49 | $1.40 | $1.60 | 14.7% | -0.8% | 0↑ 3↓ | $0.3B | 8.5% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.269 | |
| 7d ago | $0.290 | -0.021 |
| 30d ago | $0.329 | -0.060 |
| 60d ago | $0.330 | -0.060 |
| 90d ago | $0.328 | -0.059 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 3, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| May 4, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Mar 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 20, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| May 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Apr 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Mar 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Feb 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Jan 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 12, 2026
short_volume
Short Volume: MFA — 66.0% short (0.4M / 0.6M)
Short: 367,237 | Exempt: 2,243 | TRF Vol: 556,072 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: MFA — 69.5% short (0.5M / 0.7M)
Short: 466,444 | Exempt: 724 | TRF Vol: 670,688 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: MFA — 72.9% short (0.4M / 0.5M)
Short: 374,429 | Exempt: 17 | TRF Vol: 513,534 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: MFA — 62.5% short (0.5M / 0.9M)
Short: 549,065 | Exempt: 611 | TRF Vol: 879,140 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: MFA — 66.0% short (0.4M / 0.5M)
Short: 358,589 | Exempt: 1,035 | TRF Vol: 543,467 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: MFA — 63.8% short (0.4M / 0.6M)
Short: 406,972 | Exempt: 1 | TRF Vol: 637,451 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: MFA — 68.6% short (0.7M / 1.0M)
Short: 705,973 | Exempt: 8,091 | TRF Vol: 1,028,410 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: MFA — 68.4% short (0.4M / 0.6M)
Short: 392,699 | Exempt: 48 | TRF Vol: 574,146 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: MFA — 71.1% short (0.4M / 0.5M)
Short: 371,253 | Exempt: 51 | TRF Vol: 521,862 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: MFA — 65.2% short (0.4M / 0.6M)
Short: 385,480 | Exempt: 20 | TRF Vol: 591,223 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: MFA — 59.0% short (0.3M / 0.5M)
Short: 299,372 | Exempt: 83 | TRF Vol: 507,234 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: MFA — 66.4% short (0.4M / 0.6M)
Short: 391,422 | Exempt: 11,392 | TRF Vol: 589,781 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: MFA — 59.0% short (0.4M / 0.6M)
Short: 371,058 | Exempt: 1,672 | TRF Vol: 628,915 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: MFA — 67.1% short (0.3M / 0.5M)
Short: 343,653 | Exempt: 4,709 | TRF Vol: 512,067 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: MFA — 65.4% short (0.4M / 0.6M)
Short: 404,662 | Exempt: 550 | TRF Vol: 618,608 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)