Ellington Financial has grown its allocation to commercial mortgages in recent months, putting it in a strong position to benefit if the U.S. avoids a recession. Q3 2025 distributable earnings grew 13% Q/Q, with both the Investment Portfolio and Longbridge segments contributing to earnings growth. Looking ahead to Q4 2025, attention turns to the effect Fed rate cuts will have on repurchase agreement costs - a key tailwind for earnings over the medium term.
Ellington Financial (EFC) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Most investors still wait four long quarters for a dividend check, then wonder why their monthly budgets refuse to cooperate.
| Mortgage Real Estate Investment Trusts (REITs) Industry | Financials Sector | Laurence Eric Penn CEO | XMUN Exchange | US28852N1090 ISIN |
| US Country | 400 Employees | 31 Dec 2025 Last Dividend | - Last Split | - IPO Date |
Ellington Financial Inc., operating through its subsidiary Ellington Financial Operating Partnership LLC, is a company dedicated to acquiring and managing a diversified array of financial assets across the United States. Specializing in both mortgage-related and consumer-related assets, as well as corporate-related and other financial assets, Ellington Financial has carved a niche in the dynamic financial market. The company is structured as a real estate investment trust (REIT) and adheres to the associated federal income tax provisions, aiming to return at least 90% of its taxable income back to shareholders in the form of dividends. Incorporated in 2007, Ellington Financial LLC has established its headquarters in Old Greenwich, Connecticut, from where it oversees its vast portfolio of investments and services.
Ellington Financial Inc. offers a wide range of financial products and services, catering to various sectors of the financial market. The company's offerings include: