MFA MFA FINANCIAL, INC.

company

SEC Filings & Insider Trading Activity 2026

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

What are the latest MFA SEC filings in 2026?

MFA FINANCIAL, INC. (MFA) has filed a 10-K annual report on February 20, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did MFA file its most recent 10-K annual report?

MFA FINANCIAL, INC. (MFA) filed its most recent 10-K annual report on February 20, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view MFA 10-Q quarterly reports?

MFA FINANCIAL, INC. (MFA)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every MFA 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has MFA filed recently?

MFA FINANCIAL, INC. (MFA)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find MFA insider trading activity (Form 4)?

SignalX aggregates every MFA Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does MFA file with the SEC?

MFA FINANCIAL, INC. (MFA) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new MFA filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for MFA FINANCIAL, INC. (MFA).

What is MFA's SEC CIK number?

MFA FINANCIAL, INC. (MFA)'s SEC CIK (Central Index Key) number is 1055160. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1055160 to look up all MFA filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find MFA return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from MFA FINANCIAL, INC. (MFA) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.