MFA FINANCIAL, INC.(MFA)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
MFA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for MFA FINANCIAL, INC. (MFA), a Real Estate sector company. MFA is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), MFA FINANCIAL, INC. reports quarterly revenue of $59.2M, net income of $-984.0K, free cash flow of $71.1M. Top institutional holders of MFA by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MFA trades on the NYSE exchange and files with the SEC under CIK 1055160. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MFA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MFA FINANCIAL, INC. directly from SEC EDGAR.
Revenue
Q1 2026
$59.2M
Net Income
Q1 2026
$-984.0K
Free Cash Flow
Q1 2026
$71.1M
ROIC
Q1 2026
-0.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Net Income
+151.5% YoYEPS (Diluted)
+131.9% YoYTotal Assets
+25.2% YoYOp. Cash Flow
-43.7% YoY| Metric | FY 2024 | FY 2022 | FY 2021 | FY 2018 | FY 2017 | FY 2015 |
|---|---|---|---|---|---|---|
| Net Income | $119.3M +151.5% | $-231.6M -170.4% | $328.9M +9.0% | $301.8M -6.4% | $322.4M +2.9% | $313.2M |
| EPS (Diluted) | $0.82 +131.9% | $-2.57 -197.7% | $2.63 +286.8% | $0.68 -13.9% | $0.79 | — |
| Total Assets | $11.41B +25.2% | $9.11B -0.3% | $9.14B -26.4% | $12.42B +13.4% | $10.95B -16.8% | $13.16B |
| Operating Cash Flow | $200.1M -43.7% | $355.3M +157.9% | $137.8M -6.8% | $147.9M -16.2% | $176.5M -36.5% | $278.1M |
AI Insight: MFA Financial Trends
MFA turned unprofitable in Q1 2026 with a $1M net loss after seven consecutive quarters of positive earnings.
• Net income swung from $54M profit in Q4 2025 to $1M loss in Q1 2026.
• Operating cash flow improved from $38M in Q4 2025 to $71M in Q1 2026.
• Equity declined from $1,883M in Q2 2024 to $1,779M in Q1 2026.
⚠ Operating cash flow remains highly volatile, swinging from negative $15M to positive $71M across recent quarters.
AI Insight: MFA Ratio Trends
MFA Financial shows extreme quarterly volatility with Q1 2026 turning negative after peaking at 11.9% ROE in Q4 2025.
• ROE swung from 11.9% in Q4 2025 to -0.2% in Q1 2026, showing extreme quarterly volatility.
• ROIC similarly collapsed from 11.9% in Q4 2025 to -0.2% in Q1 2026.
• ROA turned negative to -0.0% in Q1 2026 from 1.7% in Q4 2025.
⚠ Q4 quarters show consistent underperformance with ROE of 1.3% in Q4 2024 and now negative in Q1 2026.
⚠ TTM ROE of 7.6% suggests underlying profitability despite recent quarterly weakness.
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Available Research
13F Pro tracks comprehensive data for MFA FINANCIAL, INC. including:
Top Institutional Holders of MFA
BlackRock, Inc.
$88.0M9,188,281 shVANGUARD PORTFOLIO MANAGEMENT LLC
$44.3M4,626,141 shVANGUARD CAPITAL MANAGEMENT LLC
$43.5M4,538,331 shGEODE CAPITAL MANAGEMENT, LLC
$24.7M2,573,610 shSTATE STREET CORP
$24.1M2,430,998 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$20.3M2,114,463 shInvesco Ltd.
$15.8M1,649,349 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$15.0M1,566,116 shWOLVERINE ASSET MANAGEMENT LLC
$14.7M1,533,286 shFMR LLC
$11.2M1,171,752 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $88.0M | 9,188,281 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $44.3M | 4,626,141 |
| VANGUARD CAPITAL MANAGEMENT LLC | $43.5M | 4,538,331 |
| GEODE CAPITAL MANAGEMENT, LLC | $24.7M | 2,573,610 |
| STATE STREET CORP | $24.1M | 2,430,998 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $20.3M | 2,114,463 |
| Invesco Ltd. | $15.8M | 1,649,349 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.0M | 1,566,116 |
| WOLVERINE ASSET MANAGEMENT LLC | $14.7M | 1,533,286 |
| FMR LLC | $11.2M | 1,171,752 |
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Popular Research
Is MFA a good stock to buy?
13F Pro's AI-powered analysis of MFA FINANCIAL, INC. (MFA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MFA are available on the MFA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own MFA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MFA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MFA FINANCIAL, INC.'s investment landscape.