Market Cap
$793.5M
MFA
MFA FINANCIAL, INC.
$7.65 ▼ -1.16%
Prev close $7.74Market cap$793.5M
ConsensusBuy
12-mo target$14.00 (+83.0%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)29 New Institutional Positions7 Institutional Exits Real Estate
Snapshot
The big-picture read on MFA right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$446.0M
Inst. Activity
29 buys / 7 sells
SEC Reports
2
Price chart 30d -13.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 5, 2026 SEC Short Volume: MFA — 62.9% short (0.8M / 1.3M)
Short: 837,669 | Exempt: 643 | TRF Vol: 1,331,387 | Short Ratio: 62.9% | Off-exchange volume (dark p
MFA Financial reported Q2 2026 GAAP net income of $36.2M ($0.35/share), a sharp reversal from the Q1 GAAP loss, but Dist
8-K — Impact 5/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
708,988 shares ($6.9M)
Jun 30, 2026 Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
567,525 shares ($5.5M)
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
May 5, 2026 SEC Small Christopher R. was granted 16,448 shares
Director
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
Analyst ratings buy % +20.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 10 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 20, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Aug 4, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jun 17, 2026 | BTIG | UPGRADE | Buy | 53% |
| Jun 3, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 6, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| May 4, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Aug 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Jul 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| 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% |
Price targets
Where 6 covering analysts think MFA trades over the next 12 months.
$14.00 +83.0% upside Strong Buy
Current$7.65 Low$10.00 Median$10.75 High$31.00 6 analysts
$10.00$31.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 0 bullish, 1 bearish, 1 mixed, 0 neutral · avg impact 6.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MFA — 62.9% short (0.8M / 1.3M)
Short: 837,669 | Exempt: 643 | TRF Vol: 1,331,387 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: MFA — 78.8% short (0.8M / 1.0M)
Short: 804,854 | Exempt: 150 | TRF Vol: 1,021,624 | Short Ratio: 78.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: MFA — 74.6% short (0.6M / 0.8M)
Short: 560,023 | Exempt: 652 | TRF Vol: 750,455 | Short Ratio: 74.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: MFA — 64.2% short (0.5M / 0.8M)
Short: 541,164 | Exempt: 4,304 | TRF Vol: 843,489 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: MFA — 67.0% short (0.3M / 0.5M)
Short: 348,375 | Exempt: 878 | TRF Vol: 520,252 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.30 | $0.28–$0.32 | 50.0% | -9.8% | 0↑ 4↓ | $0.1B | 4 |
| Next Q | $0.33 | $0.31–$0.34 | 23.2% | -5.0% | 0↑ 4↓ | $0.1B | 4 |
| Current FY | $1.08 | $0.99–$1.21 | 8.0% | -14.8% | 0↑ 4↓ | $0.2B | 4 |
| Next FY | $1.40 | $1.31–$1.50 | 29.4% | -5.3% | 0↑ 5↓ | $0.2B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.300 | — |
| 7d ago | $0.312 | -0.012 |
| 30d ago | $0.333 | -0.033 |
| 60d ago | $0.340 | -0.040 |
| 90d ago | $0.345 | -0.045 |
Institutional ownership
Which big funds own MFA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $446.0M total value (45,934,999 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 29 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,459,988 | $91.7M | 20.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,657,537 | $45.1M | 10.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,523,717 | $43.8M | 9.8% | — |
| STATE STREET CORP | 2,576,990 | $25.9M | 5.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,647,014 | $25.7M | 5.8% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,187,255 | $21.2M | 4.8% | ADD +50.9% |
| Invesco Ltd. | 1,781,442 | $17.3M | 3.9% | — |
| WOLVERINE ASSET MANAGEMENT LLC | 1,709,312 | $16.6M | 3.7% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,537,978 | $14.9M | 3.3% | — |
| FMR LLC | 1,314,262 | $12.7M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 560,468 | 708,988 | +26.5% | $6.9M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 777,025 | 567,525 | -27.0% | $5.5M |
| CITIGROUP INC | ADD | 380,072 | 483,813 | +27.3% | $4.7M |
| MORGAN STANLEY | ADD | 276,062 | 461,691 | +67.2% | $4.5M |
| UBS Group AG | ADD | 230,886 | 448,094 | +94.1% | $4.3M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 250,307 | 370,383 | +48.0% | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | ADD | 240,129 | 301,910 | +25.7% | $2.9M |
| CITADEL ADVISORS LLC | DOUBLED | 89,433 | 274,201 | +206.6% | $2.7M |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 105,850 | 214,680 | +102.8% | $2.1M |
| Corient Private Wealth LP | ADD | 107,824 | 172,669 | +60.1% | $1.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 6 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| 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 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MFA.
Shares short
4,930,303
Settlement Sep 15, 2026
Change vs prior
+5.8%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈4.9%
Estimate — not % of float
All MFA filing & press-release reports (2)
- 8-K reportAug 5, 2026
- 8-K reportMay 5, 2026