mfa financial, inc. is a real estate investment trust (reit) primarily engaged in the business of investment, on a leveraged basis, in a portfolio of both agency and non-agency residential mortgage-backed securities.
Company profile
Ticker
MFA, MFA+B, MFA+C, MFAN, MFAO
Exchange
Website
CEO
Craig Knutson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AMERICA FIRST MORTGAGE INVESTMENTS INC, MFA MORTGAGE INVESTMENTS
SEC CIK
Corporate docs
Subsidiaries
Beaumont Securities Holdings, LLC • Diplomat Property Holdings Corp. • Lima One Holdings, LLC • Lima One Capital, LLC • MFA Securities Holdings LLC • MFResidential Assets I, LLC • MFResidential Assets Holding Corp. • MFRA NQM Depositor LLC ...
IRS number
133974868
MFA stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
22 Apr 24
DEFA14A
Additional proxy soliciting materials
22 Apr 24
DEF 14A
Definitive proxy
22 Apr 24
CERT
Certification of approval for exchange listing
19 Apr 24
8-K
Entry into a Material Definitive Agreement
17 Apr 24
8-A12B
Registration of securities on exchange
17 Apr 24
424B5
Prospectus supplement for primary offering
16 Apr 24
FWP
Free writing prospectus
15 Apr 24
424B5
Prospectus supplement for primary offering
15 Apr 24
8-K
Entry into a Material Definitive Agreement
29 Feb 24
Transcripts
MFA
Earnings call transcript
2023 Q4
22 Feb 24
MFA
Earnings call transcript
2023 Q3
7 Nov 23
MFA
Earnings call transcript
2023 Q2
3 Aug 23
MFA
Earnings call transcript
2023 Q1
4 May 23
MFA
Earnings call transcript
2022 Q4
23 Feb 23
MFA
Earnings call transcript
2022 Q3
3 Nov 22
MFA
Earnings call transcript
2022 Q2
4 Aug 22
MFA
Earnings call transcript
2022 Q1
4 May 22
MFA
Earnings call transcript
2021 Q4
23 Feb 22
MFA
Earnings call transcript
2021 Q3
5 Nov 21
Latest ownership filings
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G
WELLINGTON MANAGEMENT GROUP LLP
9 Feb 24
SC 13G/A
BlackRock Inc.
24 Jan 24
4
Bryan Wulfsohn
10 Jan 24
4
Harold E Schwartz
10 Jan 24
4
Natasha Seemungal
10 Jan 24
4
Michael Charles Roper
10 Jan 24
4
Mei Lin
10 Jan 24
4
Gudmundur Kristjansson
10 Jan 24
4
Craig L Knutson
10 Jan 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 453.54 mm | 453.54 mm | 453.54 mm | 453.54 mm | 453.54 mm | 453.54 mm |
Cash burn (monthly) | 16.62 mm | 12.32 mm | 5.94 mm | 15.66 mm | (no burn) | (no burn) |
Cash used (since last report) | 114.22 mm | 84.69 mm | 40.80 mm | 107.61 mm | n/a | n/a |
Cash remaining | 339.31 mm | 368.85 mm | 412.74 mm | 345.92 mm | n/a | n/a |
Runway (months of cash) | 20.4 | 29.9 | 69.5 | 22.1 | n/a | n/a |
Institutional ownership, Q3 2023
65.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 172 |
Opened positions | 23 |
Closed positions | 23 |
Increased positions | 68 |
Reduced positions | 41 |
13F shares | Current |
---|---|
Total value | 553.76 bn |
Total shares | 66.74 mm |
Total puts | 3.13 mm |
Total calls | 1.85 mm |
Total put/call ratio | 1.7 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 9.95 mm | $95.58 bn |
BLK Blackrock | 8.70 mm | $83.63 bn |
Apollo Management Holdings GP | 8.33 mm | $31.84 mm |
Wellington Management | 3.37 mm | $32.36 bn |
JPM JPMorgan Chase & Co. | 2.88 mm | $27.65 bn |
Vaughan Nelson Investment Management | 2.66 mm | $25.33 bn |
STT State Street | 2.28 mm | $22.74 bn |
EMG | 2.18 mm | $20.96 bn |
Geode Capital Management | 2.09 mm | $20.08 bn |
Charles Schwab Investment Management | 1.68 mm | $16.13 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Jan 24 | Craig L Knutson | Common Stock | Payment of exercise | Dispose F | No | No | 11.47 | 36,085 | 413.89 k | 610,666 |
8 Jan 24 | Craig L Knutson | Common Stock | Option exercise | Acquire M | No | No | 0 | 205,172 | 0.00 | 646,751 |
8 Jan 24 | Craig L Knutson | Common Stock | Option exercise | Acquire M | No | No | 0 | 69,149 | 0.00 | 441,579 |
8 Jan 24 | Craig L Knutson | Phantom Shares Common Stock | Option exercise | Dispose M | No | No | 0 | 155,083 | 0.00 | 1,021,722 |
8 Jan 24 | Craig L Knutson | Phantom Shares Common Stock | Option exercise | Dispose M | No | No | 0 | 69,149 | 0.00 | 1,176,805 |
8 Jan 24 | Gudmundur Kristjansson | Common Stock | Payment of exercise | Dispose F | No | No | 11.47 | 12,550 | 143.95 k | 161,806 |
8 Jan 24 | Gudmundur Kristjansson | Common Stock | Option exercise | Acquire M | No | No | 0 | 54,411 | 0.00 | 174,356 |
8 Jan 24 | Gudmundur Kristjansson | Common Stock | Option exercise | Acquire M | No | No | 0 | 21,277 | 0.00 | 119,945 |
8 Jan 24 | Gudmundur Kristjansson | Phantom Shares Common Stock | Option exercise | Dispose M | No | No | 0 | 41,127 | 0.00 | 418,125 |
8 Jan 24 | Gudmundur Kristjansson | Phantom Shares Common Stock | Option exercise | Dispose M | No | No | 0 | 21,277 | 0.00 | 459,252 |
Press releases
MFA Financial, Inc. Announces Pricing of Public Offering of Senior Notes
15 Apr 24
MFA Financial, Inc. Plans Live Audio Webcast of First Quarter 2024 Earnings Conference Call
10 Apr 24
MFA Financial, Inc. Announces Dividend of $0.35 per Share
7 Mar 24
MFA Financial, Inc. Announces New Stock Repurchase and ATM Programs
29 Feb 24
MFA Financial, Inc. Announces Fourth Quarter and Full Year 2023 Financial Results
22 Feb 24