US · Real Estate · REIT - Mortgage
EPS came in at 0.45 against a street estimate of 0.48 — a miss of 6.2%.
Analysts rate Ellington Financial Inc. a buy (6 buy, 2 hold, 0 sell out of 8) with an average price target of $14.64.
CONFIDENT EFC delivered strong Q2 with $0.60 ADE per share, 13.6% economic return, and $0.43 GAAP earnings. Securitization platform, Longbridge originations, and credit performance drove results. Company raised book value while covering dividend for 8 straight quarters. Q2 2026 Call did not segment results by geography. Analysts focused on servicer acquisition details, Longbridge earnings normalization, and forward return opportunities. Management clarified servicer is small build-out for special servicing, Longbridge ADE sustainable at mid-teens base + servicing, and non-QM/reverse mortgages remain core to thesis with CRE opportunities emerging. 2026-08-07…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.20% |
| Vanguard Capital Management, LLC | 4.14% |
| State Street Corp | 3.84% |
| Geode Capital Management, LLC | 2.47% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.74% |
| Vanguard Portfolio Management, LLC | 1.68% |
| Amvescap Plc. | 1.43% |
| Northern Trust Corp | 1.15% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Ellington Financial Inc. declared a monthly common-stock dividend of $0.13 per share. • The dividend is payable on December 31, 2 | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income attributable to common stockholders was $40.4 million, or $0.31 per common share, down from $54.4 mi | 2026-11-04 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Ellington Financial Inc. reported its estimated book value per common share as of September 30, 2026. • The filing does not inclu | 2026-10-27 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Ellington Financial Inc. declared a monthly common-stock dividend of $0.13 per share. • The dividend is payable on November 30, 2 | 2026-10-07 |
| Reg FD disclosure · Q3 2026 ELLINGTON FINANCIAL INC. (EFC) – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: September 24, 2026 • Announcement Subject: Estimated book value pe | 2026-09-24 |
| Material agreement · Q3 2026 ELLINGTON FINANCIAL INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $150.0 million in aggregate principal amount of 7.375% unsecured senio | 2026-09-17 |
| Company announcement · Q3 2026 ELLINGTON FINANCIAL INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company issued $150 million in 7.375% senior unsecured notes due 2030 (upsized from o | 2026-09-14 |
| Company announcement · Q3 2026 ELLINGTON FINANCIAL INC. (EFC) – FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced plan to issue $100 million in aggregate principal amount of 7 | 2026-09-14 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.13 / share ex-date Oct 30, 2026 · pay Nov 30, 2026 | 2026-10-30 |
| Dividend | $0.13 / share ex-date Sep 30, 2026 · pay Oct 30, 2026 | 2026-09-30 |
| Dividend | $0.13 / share ex-date Aug 31, 2026 · pay Sep 30, 2026 | 2026-08-31 |
| Dividend | $0.13 / share ex-date Jul 31, 2026 · pay Aug 31, 2026 | 2026-07-31 |
| Dividend | $0.13 / share ex-date Jun 30, 2026 · pay Jul 31, 2026 | 2026-06-30 |
| Dividend | $0.13 / share ex-date May 29, 2026 · pay Jun 30, 2026 | 2026-05-29 |
| Announcement | Date |
|---|---|
| Monthly dividend of $0.13 per share declared, payable December 31, 2026 Ellington Financial’s board declared a monthly dividend of $0.13 per common share. The dividend will be paid on December 31, 2026, to shareholders recorded as of November 30, 2026. This anno | 2026-11-05 |
| Board declared a monthly $0.13 per-share dividend payable November 30, 2026 Ellington Financial’s board declared a monthly common-stock dividend of $0.13 per share. Investors who own shares on the October 30, 2026 record date will receive the dividend on November 30 | 2026-10-07 |
| Board declares monthly dividend of $0.13 per share Ellington Financial Inc. announced on June 8, 2026 that its Board of Directors declared a monthly dividend of $0.13 per share on common stock. The dividend is payable on August 31, 2026 to s | 2026-07-08 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Ellington Financial Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.