MFA at a glance
MFA FINANCIAL, INC. (MFA, SEC CIK 1055160) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as June 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), MFA FINANCIAL, INC. (MFA) reported revenue of $745.1 million (up 2.9% from FY2024) and net income of $176.8 million. Diluted EPS was $1.30.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding MFA FINANCIAL, INC. (MFA) shares worth $300.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $745.1M
- +2.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $300.3M · +1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: investment in and management of residential mortgage-backed securities and whole loans through REIT subsidiaries
- Increased regulatory focus on compliance with evolving mortgage lending, servicing laws, and Investment Company Act limits impacting operational flexibility
- Hedging strategy intensified with Swaps to mitigate interest rate risk amid volatile markets, raising counterparty and liquidity risk concerns
- Regulatory challenge from state authorities questioning licensing and trust structures for residential mortgage loan holdings
- Maintaining REIT status critical amid complex tax compliance and risk of costly corporate taxation if qualification fails
Risk Factors
- Regulatory risk linked to SEC Rule 10b5-1 plans for stock repurchases impacting timing and volume of share buybacks
- Macroeconomic threats from share price volatility affecting repurchase program utilization with $190 million available at $9.25 average price
- Operational risk from dependence on Computershare Shareowner Services LLC as DRSPP administrator for stockholder enrollment and plan execution
- Market disruption risk from expiration of DRSPP shelf registration on September 27, 2025 limiting equity issuance flexibility
- Financial risk due to concentration of repurchases, e.g., 1,026,117 shares bought in 2025 at $9.76 average, representing significant liquidity outflow
Management Discussion & Analysis
- Revenue (interest income) $745.1M, up $21.1M YoY from $724.0M driven by $60.1M increase in securities interest, offset by $28.0M residential loan decline
- Operating margin (net interest margin) 2.55% vs 2.91% in prior year; net interest income $231.1M, +14.0% YoY, despite margin compression
- Best segment: Securities portfolio net interest income up $23.3M; Worst segment: Residential whole loans interest income down $27.9M
- Operating expenses down $15.4M to $155.1M, net income $176.8M, +48.1% YoY; Preferred dividends up $7.4M to $40.3M
- No explicit capital allocation details or formal guidance disclosed in this section; key risk includes variability in interest rates, prepayments, and credit losses impacting net interest income and margins
AI summary of the MFA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No quarterly revenue, year-over-year comparison, profitability margins, segment results, cash flow, or capital deployment disclosed
Risk Factors
- New $200 million repurchase authorization through December 31, 2028, replacing the program expiring in 2025
- Share repurchases reduced liquidity by $5.0 million during second quarter 2026
- Repurchase execution constrained by market conditions, share price, liquidity, and regulatory requirements
- Equity-plan share withholding created employee-tax obligations tied to restricted stock and RSU vesting
- $190 million remained available under the repurchase authorization at June 30, 2026
AI summary of the MFA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Q2 2026 results released for quarter ended June 30, 2026
- Detailed financial data available in Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 GAAP earnings $0.35 per share, while distributable earnings fell to $0.12 from $0.30 in Q1
- Distributable earnings before realized credit losses $0.35 per share, highlighting $24.5M of realized credit losses
Item 5.07: Submission of Matters to a Vote of Security Holders
- Two Class I nominees elected through the 2029 annual meeting, with 48.4–48.7 million votes for each
- KPMG LLP appointment ratified for fiscal 2026, with 73,275,772 votes supporting continued auditor engagement
Item 7.01: Regulation FD Disclosure
- Q1 2026 financial results announced for quarter ended March 31, 2026
- Additional Q1 financial information furnished in Exhibit 99.2
Item EX-99.1: Item EX-99.1
- Q1 2026 GAAP loss $(11.4)M, or $(0.11) per share, despite $31.1M distributable earnings, highlighting fair-value volatility
- Distributable earnings $0.30 per share versus $0.36 quarterly dividend, while earnings before realized credit losses reached $0.34
AI summaries of MFA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MFA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| POLSKY LISA | A | Jun 8, 2026 | 16,448 | - |
| Small Christopher R. | A | Jun 8, 2026 | 16,448 | - |
| Goodman Laurie | A | Jun 8, 2026 | 29,057 | - |
| Stamps Sheila A | A | Jun 8, 2026 | 16,448 | - |
| Wald Richard C. | A | Jun 8, 2026 | 16,448 | - |
| JOSEPHS ROBIN | A | Jun 8, 2026 | 16,448 | - |
| Goodman Laurie | M | Jan 15, 2026 | 3,473 | - |
| JOSEPHS ROBIN | M | Jan 15, 2026 | 3,473 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $605.6M | $724.0M | $745.1M | |
| Net Income | $80.2M | $119.3M | $176.8M | |
| Net Margin | 13.2% | 16.5% | 23.7% | |
| Balance Sheet | ||||
| Total Assets | $10.8B | $11.4B | $13.0B | |
| Equity | $1.9B | $1.8B | $1.8B | |
| ROE | 4.2% | 6.5% | 9.7% | |
| Per Share | ||||
| EPS | $0.46 | $0.82 | $1.30 | |
| Cash Flow | ||||
| Operating CF | $108.7M | $200.1M | $76.2M | |
Source: XBRL data in MFA FINANCIAL, INC. (MFA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MFA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $300.3M |
| Q1 2026 | 27 | $292.0M |
| Q4 2025 | 25 | $301.5M |
| Q3 2025 | 26 | $297.8M |
| Q2 2025 | 25 | $299.5M |
| Q1 2025 | 21 | $212.9M |
| Q4 2024 | 16 | $198.3M |
| Q3 2024 | 13 | $114.8M |
- BlackRock+271.7K (+3%)
- Morgan Stanley+185.6K (+67%)
- Citadel Advisors LLC+184.8K (+207%)
- Goldman Sachs Group+148.5K (+26%)
- State Street Corp+146.0K (+6%)
- Two Sigma Investments−670.3K (-60%)
- Renaissance Technologies LLC−209.5K (-27%)
- AQR Capital Management−61.6K (-6%)
- Prudential Financial−38.6K (-69%)
- Millennium Management−31.8K (-11%)
- Ameriprise Financial+10.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 181 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MFA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-K | Feb 20, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 18, 2026 | - | - | |
| 4 | Jan 20, 2026 | - | - | |
| 4 | Jan 20, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 12, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - |
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MFA SEC filings: frequently asked questions
Which institutions hold MFA stock?
As of June 30, 2026, the largest MFA FINANCIAL, INC. (MFA) holders among the 13F filers tracked by SignalX were BlackRock ($91.7 million), Vanguard Portfolio Management LLC ($45.1 million), Vanguard Capital Management LLC ($43.8 million), State Street Corp ($25.9 million), Invesco Ltd ($17.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MFA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MFA FINANCIAL, INC. (MFA) reported revenue of $745.1 million (up 2.9% from FY2024) and net income of $176.8 million. Diluted EPS was $1.30. The figures come from the XBRL data in the 10-K.
What are the main risks in MFA's latest 10-K?
In the 10-K filed February 20, 2026, MFA FINANCIAL, INC. (MFA) flagged: Regulatory risk linked to SEC Rule 10b5-1 plans for stock repurchases impacting timing and volume of share buybacks. Macroeconomic threats from share price volatility affecting repurchase program utilization with $190 million available at $9.25 average price. (AI summary of the Risk Factors section.)
What did MFA report in its latest 8-K?
MFA FINANCIAL, INC. (MFA) filed an 8-K on August 5, 2026 reporting Item 7.01 (Regulation FD Disclosure). Q2 2026 results released for quarter ended June 30, 2026.
What are the latest MFA SEC filings?
MFA FINANCIAL, INC. (MFA) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on June 10, 2026.
What is MFA's SEC CIK number?
MFA FINANCIAL, INC. (MFA)'s SEC Central Index Key (CIK) is 1055160. EDGAR lists every MFA filing under that number.
Ask anything about MFA
The research agent reads MFA's filings, financials, insider trades and 13F holders, then answers with sources.