REFI
Chicago Atlantic Real Estate Finance, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Jun 18 REFI and LIEN entered into a definitive merger agreement under which…
- R Aug 11 Chicago Atlantic Real Estate Finance (REFI) reported Q2 2026 Distrib…
- R Aug 11 No summary provided
- R Aug 11 Chicago Atlantic Real Estate Finance (REFI) reported Q2 2026 results…
- B Aug 17 to Aug 27 6 days of insider buys: $1.3M by 3 insiders, avg $10.48
- R Aug 21 Three insiders at Chicago Atlantic Real Estate Finance (REFI), inclu…
- R Aug 25 Three insiders at Chicago Atlantic Real Estate Finance, including bo…
- X Sep 30 Short interest jumps 36.3% to 1.88M
Signal stack
Where each data set points today.
- InsidersBULLISH
3 insiders bought $1.3M at an average $10.48. No open-market sales. Price is 12% below their cost.
- InstitutionsBULLISH
Q2 2026: 12 added (0 new), 4 trimmed or exited.
- AnalystsBULLISH
8 of 11 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.464 → $0.380 over 90 days. 0 up, 1 down in 30 days.
- Short sellersSTEADY
Short interest −11.0% to 1.67M shares. 8.7 days to cover, ≈6.5% of shares.
- TrendDOWNTREND
10% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MORGAN STANLEY | ADD | $681.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | $662.1K |
| Quantinno Capital Management LP | TRIM | $598.5K |
| MML INVESTORS SERVICES, LLC | ADD | $241.5K |
| ENVESTNET ASSET MANAGEMENT INC | ADD | $207.4K |
| DEUTSCHE BANK AG\ | ADD | $197.5K |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | $187.0K |
| WELLS FARGO & COMPANY/MN | DOUBLED | $169.6K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
11 analystsPrice is below the lowest target. Median implies +63%.Targets as of Oct 28, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 12, 2026 | Citizens MAINTAIN | Market Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 27, 2026 | Mazarakis John Executive Chairman | BUY | $80.3K |
| Aug 26, 2026 | Mazarakis John Executive Chairman | BUY | $428.6K |
| Aug 21, 2026 | Mazarakis John Executive Chairman | BUY | $1.5K |
| Aug 19, 2026 | Sack Peter Co-Chief Executive Officer | BUY | $15.8K |
| Aug 19, 2026 | Sack Peter Co-Chief Executive Officer | BUY | $20.8K |
| Aug 18, 2026 | Sack Peter Co-Chief Executive Officer | BUY | $15.6K |
| Aug 17, 2026 | Mazarakis John Executive Chairman | BUY | $256.3K |
| Aug 17, 2026 | Cappell Anthony Co-Chief Executive Officer | BUY | $468.2K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.38 | $0.35–$0.41 | -19.5% | $14.4M |
| Next Q | $0.38 | $0.35–$0.40 | -12.0% | $14.4M |
| Current FY | $1.32 | $1.26–$1.39 | -21.0% | $54.8M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
16 filings · 4 press releases · 7 bullish · 3 bearish · 2 mixed · 4 neutral- NEUTRAL PRESS RELEASESep 16, 2026
Chicago Atlantic Real Estate Finance declared a regular quarterly cash dividend of $0.47 per share…
Dividend unchanged from prior quarter — no signal of earnings or credit deterioration. Monitor next quarterly earnings for net interest income and portfolio credit quality.
- BULLISH INSIDER-BUYAug 28, 2026
Executive Chairman John Mazarakis purchased $510K of REFI stock over a week, with the bulk ($429K)…
The sustained insider buying cluster, led by the Executive Chairman, signals strong conviction in REFI's valuation at ~$10.67. With 73% analyst bullishness and institutional accumulation, this is a…
- BULLISH CLUSTERAug 28, 2026
Executive Chairman John Mazarakis purchased ~47.7K shares of REFI for ~$509K in two open-market…
The cluster of C-suite open-market purchases, particularly the Executive Chairman's $509K buy, signals insider confidence at current prices. With 73% analyst bullishness and a 30-day insider buying…
- BULLISH CLUSTERAug 25, 2026
Three insiders at Chicago Atlantic Real Estate Finance, including both Co-CEOs and the Executive…
Three insiders at Chicago Atlantic Real Estate Finance, including both Co-CEOs and the Executive Chairman, made open-market purchases totaling $486K over a one-week period. The largest buy was…
All REFI filing & press-release reports (20)
- PRESS-RELEASE reportSep 16, 2026
- INSIDER-BUY reportAug 28, 2026
- CLUSTER reportAug 28, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportAug 21, 2026
- CLUSTER reportAug 19, 2026
- 8-K reportAug 11, 2026
- 425 reportAug 11, 2026
- DEFA14A reportAug 11, 2026
- PRESS-RELEASE reportJul 21, 2026
- 425 reportJul 13, 2026
- DEFA14A reportJun 18, 2026
- 425 reportJun 18, 2026
- 8-K reportJun 18, 2026
- PRESS-RELEASE reportJun 17, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportMay 7, 2026
- PRESS-RELEASE reportMar 16, 2026
- 8-K reportMar 12, 2026
- PRESS-RELEASE reportMar 12, 2026