EFC

Ellington Financial Inc.

NYSE· Real Estate· Inc. DE· CIK 0001411342 Real Estate

$11.72 −0.01 (−0.09%)

Oct 26 4:00 PM ET · prev $11.73

Market cap

$1.5B

Small cap

Consensus

Buy

75% Buy or better · 12 analysts

Median target

$14.50

+24% · range $14.00–16.00

Next earnings

Nov 4

in 9 days · EPS est. $0.47

1 year

−12.3%

from $13.36 · Oct 27

30 days

−3.9%

from $12.20

52-week range

$11.30–14.01

−16% from high · low Mar 20

Avg volume 20D

1.85M

shares / day

Short interest

9.05M

≈7.0% of shares · +16.2%

Days to cover

5.3

at average volume

Insider net

no open-market trades · 12 mo

New fund stakes

Q2 2026 13F · 1 exit

SecBot read MIXED 6 reports · 90 days

Balance 0 bearish · 0 bullish · 1 mixed · 5 neutral oldest → newest, height = score

Avg score

·High conf. 6/6 ·Next Earnings date, Nov 4, 2026

Strongest MIXED Ellington Financial announced a $100 million add-on offering of 7.375% senior unsecured notes due 2030…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Feb 26 Ellington Financial Inc. reported Q4 2025 results with net income at…
R May 5 Ellington Financial reported exceptional Q1 2026 results, with GAAP…
A Jun 17 BTIG downgrades

Signal stack

Where each data set points today.

InsidersNO TRADES

No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
InstitutionsBULLISH

Q2 2026: 19 added (0 new), 12 trimmed or exited.
AnalystsBULLISH

9 of 12 rate it Buy or better. Every target is above the price.
EstimatesFLAT

Current-quarter EPS estimate $0.468 → $0.471 over 90 days. 3 up, 2 down in 30 days.
Short sellersBUILDING

Short interest +16.2% to 9.05M shares. 5.3 days to cover, ≈7.0% of shares.
TrendDOWNTREND

6% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exit

Fund	Move	Shares	Value
JPMORGAN CHASE & CO	ADD	1,480,642	$20.2M
D. E. Shaw & Co., Inc.	ADD	735,331	$10.0M
FIRST TRUST ADVISORS LP	TRIM	346,909	$4.7M
CITADEL ADVISORS LLC	DOUBLED	346,508	$4.7M
UBS Group AG	TRIM	286,067	$3.9M
MARSHALL WACE, LLP	DOUBLED	251,024	$3.4M
WELLS FARGO & COMPANY/MN	ADD	140,324	$1.9M
DEUTSCHE BANK AG\	ADD	127,803	$1.7M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

12 analysts

Buy 75% rate it Buy or better

Strong Buy1Buy8Hold3Sell0Strong Sell0

12-month targets · 7 analysts

$11.72 $14.00 $14.50 $16.00

Price is below the lowest target. Median implies +24%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 9, 2026	Piper Sandler MAINTAIN	MAINTAIN	Overweight
Aug 19, 2026	UBS MAINTAIN	MAINTAIN	Neutral
Jun 17, 2026	BTIG DOWNGRADE	DOWNGRADE	Neutral

Congressional trades

EFC trades disclosed by members of Congress, with disclosure delay.

1 members · 1 buys / 1 sells

Date	Member	Type	Amount	Disclosed
Jun 30, 2026	Virginia Foxx R· HOUSE· ELLINGTON FINANCIAL INC	BUY	$1,001 - $15,000	Jul 10, 2026(10d)
Jun 18, 2026	Virginia Foxx R· HOUSE· ELLINGTON FINANCIAL INC	SELL	$15,001 - $50,000	Jul 10, 2026(22d)

Insider ledger

Form 4

open-market buys or sells · 12 mo

Date	Insider	Type	Value
Sep 9, 2026	SIMON RONALD I Director	AWARD	10,181 sh
Sep 9, 2026	Mumford Lisa Director	AWARD	10,181 sh
Sep 9, 2026	Resendez Edward Director	AWARD	10,181 sh
Sep 9, 2026	Dannhauser Stephen J Director	AWARD	10,181 sh
Aug 5, 2026	Vranos Michael W Co-Chief Investment Officer	OTHER	6,794 sh
May 11, 2026	Vranos Michael W Co-Chief Investment Officer	OTHER	161,934 sh

Earnings setup

Estimates

Nov 4

reports in 9 days

$0.47

EPS estimate, this quarter

+1%

estimate change, 90 days

3↑ 2↓

revisions, 30 days

Current-quarter EPS estimate

$0.468

90d

$0.463

60d

$0.468

30d

$0.468

$0.471

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	$0.47	$0.44–$0.49	+0.6%	$176.2M
Next Q	🔒 Fresh data, subscribers only
Current FY	🔒 Fresh data, subscribers only
Next FY	🔒 Fresh data, subscribers only