EFC - Ellington Financial Inc.
I highlight the top ten ReFa/Ro dividend dogs for April 2026, all offering dividends from $1,000 invested that exceed their share price. Analyst 1-year targets project 23.15% to 71.69% net gains for these high-yield stocks by April 2027, with an average estimated gain of 46.15%. Five lowest-priced ReFa/Ro dogs are expected to outperform, delivering 21.96% higher gains versus the full top ten, per analyst targets.
Ellington Financial focuses on mortgage and consumer credit assets, leveraging structured finance to pursue stable income streams.
More than 1,500 stocks have reported earnings since the current season began in mid-April, and the average stock that has reported has seen an average absolute one-day share price reaction of roughly 7%. The last time we saw earnings vol spike was during the Financial Crisis bear market, when stocks were tanking. This time around, we're seeing earnings vol increase during a strong AI-driven bull market. Tech stocks are seeing record earnings day volatility as investors and traders presumably make snap judgements about AI's future impact on the bottom line.
May's top monthly pay dividend equities, led by Grupo Financiero Galicia, offer forecasted net gains up to 76.4% by 2027. Yield-based MoPay stock selection proved 50% accurate against analyst gain forecasts, with average net gain projected at 32.16% and moderate risk. Investors should monitor dividend sustainability, as 43 of 81 MoPay equities exhibit negative free cash flow margins, signaling potential payout risks.
Ellington Financial NYSE: EFC reported a sharply higher first-quarter profit and said adjusted distributable earnings remained well above its dividend, as management cited strong loan portfolio performance, record results from Longbridge and expanded securitization activity despite wider credit spreads late in the quarter.
I identify six 'safer' Dividend Power stocks—IVR, EFC, BBDC, IRS, BSM, GAIN—offering high yields supported by free cash flow. Analyst forecasts suggest top-ten DiviPower stocks could deliver average net gains of 52.98% by May 2027, with risk 36% below the market. The Dividend Power strategy favors high earnings yield and high dividend yield, producing portfolios resilient in downturns and responsive in bull markets.
OLD GREENWICH, Conn.--(BUSINESS WIRE)--Ellington Financial Inc. (NYSE: EFC) ("we") today announced that its Board of Directors has declared a monthly dividend of $0.13 per share of common stock, payable on June 30, 2026 to common stockholders of record as of May 29, 2026. Cautionary Statement Regarding Forward-Looking Statements This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward.
Ellington Financial Inc. (EFC) Q1 2026 Earnings Call Transcript
OLD GREENWICH, Conn.--(BUSINESS WIRE)--Ellington Financial Inc. (NYSE: EFC) ("we") today reported financial results for the quarter ended March 31, 2026. Highlights Net income attributable to common stockholders of $95.5 million, or $0.78 per common share.1 $76.4 million, or $0.63 per common share, from the investment portfolio. $74.7 million, or $0.61 per common share, from the credit strategy. $1.7 million, or $0.02 per common share, from the Agency strategy. $57.5 million, or $0.47 per commo.
OLD GREENWICH, Conn.--(BUSINESS WIRE)--Ellington Financial Inc. (NYSE: EFC) ("we") today announced an estimated book value per share of common stock of $13.56 as of March 31, 2026. This estimate includes the effect of the previously announced monthly dividend of $0.13 per share of common stock, to be paid on April 30, 2026 to holders of record on March 31, 2026, with the same ex-dividend date. Cautionary Statement Regarding Forward-Looking Statements Estimated book value per common share is sub.
Ellington Financial (NYSE: EFC - Get Free Report) and CV (OTCMKTS:CVHL - Get Free Report) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, dividends, profitability, institutional ownership, risk and valuation. Analyst Ratings This is a breakdown of current ratings
OLD GREENWICH, Conn.--(BUSINESS WIRE)--Ellington Financial Inc. (NYSE: EFC) (the "Company") today announced that it will release financial results for the quarter ended March 31, 2026 after market close on Tuesday, May 5, 2026. The Company will host a conference call to discuss its financial results at 11:00 a.m. Eastern Time on Wednesday, May 6, 2026. To participate in the event by telephone, please dial (800) 343-4136 at least 10 minutes prior to the start time and reference the conference co.
GraniteShares Advisors LLC lowered its stake in Ellington Financial Inc. (NYSE: EFC) by 22.3% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 196,578 shares of the financial services provider's stock after selling 56,414 shares during the quarter. GraniteShares Advisors LLC owned about
Prior to March 31, 2026, my REaders mentioned 40 equities in their comments. Some bad-news investments (ROgues) mixed with (mostly) FAvorites. Thus, readers spoke-up about their ReFa/Ro. Top ten ReFa/Ro Dogs are projected to deliver 24.15% to 63.09% net gains by March 2027, with an average estimated gain of 35.47%. All top ten ReFa/Ro Dogs currently have share prices below projected annual dividends from a $1k investment, meeting strict yield-based criteria.
Market volatility in 2026 has reminded investors that earned income and capital gains can disappear faster than they accumulate.
Monthly pay dividend equities offer high yields and potential gains, with the top ten broker-estimated MoPay stocks projected to net 27.10%–65.84% by 2027. BCP Investment Corp (BCIC), CION Investment Corp (CION), and Dynex Capital (DX) stand out for both yield and upside, with CION forecasted to deliver a 45.69% net gain. Thirty 'IDEAL' MoPay equities are highlighted for safer dividends, combining positive one-year returns, free-cash-flow yields above dividend yields, and dividends from $1K invested exceeding share price.
I spotlight 35 low-priced Dividend Power 'dogs' with robust yields and reasonable valuations, emphasizing six 'safer' picks where free cash flow covers dividends. Analyst forecasts project 41.67% to 96.55% net gains for the top ten Dividend Power stocks by April 2027, with an average estimated return of 59.49%. All 35 Dividend Power stocks show annual dividends from $1,000 invested exceeding their single share prices, underscoring attractive yield-to-price dynamics.
OLD GREENWICH, Conn.--(BUSINESS WIRE)--Ellington Financial Inc. (NYSE: EFC) ("we") today announced that its Board of Directors has declared a monthly dividend of $0.13 per share of common stock, payable on May 29, 2026 to common stockholders of record as of April 30, 2026. Cautionary Statement Regarding Forward-Looking Statements This press release contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forwar.
Market volatility has a way of reminding investors how much they depend on a single source of income.
Ellington Financial's EFC-C preferred shares are overvalued relative to sector peers, with a stripped yield of 8.66% that fails to justify current pricing. EFC-C's coupon rate of 8.625% resets in April 2028, but the yield to call at 8.7% is uncompetitive versus baby bonds and other preferreds offering 9%–10%. Baby bonds in the sector offer higher yields, lower risk, and less volatility, making EFC-C less attractive for risk-conscious investors.