Ellington Financial Inc. (EFC)

Ellington Financial Inc., through its subsidiary, Ellington Financial Operating Partnership LLC, acquires and manages mortgage-related, consumer-related, corporate-related, and other financial assets in the United States. It operates in two segments, Investment Portfolio and Longbridge. The company acquires and manages residential mortgage-backed securities (RMBS) backed by prime jumbo, Alt-A, non-QM, manufactured housing, subprime residential, and single-family-rental mortgage loans; RMBS for which the principal and interest payments are guaranteed by the U.S. government agency or the U.S. government-sponsored entity; residential and commercial mortgage loans; residential mortgage-backed securities; commercial mortgage-backed securities; consumer loans and asset-backed securities backed by consumer loans; investments referencing mortgage servicing rights on traditional forward mortgage loans; collateralized loan obligations; non-mortgage- and mortgage-related derivatives; debt and equity investments in loan origination companies; and other strategic investments. It also offers reverse mortgage loans, including associated financial assets, financing, hedging, and allocated expenses. The company qualifies as a real estate investment trust (REIT) for federal income tax purposes that intends to distribute at least 90% of its taxable income as dividends to shareholders. Ellington Financial Inc. was incorporated in 2007 and is headquartered in Old Greenwich, Connecticut.

Symbol
EFC
Exchange
NYSE
Sector
Real Estate
Industry
REIT - Mortgage
Market cap
$1.58B
52 week range
11.28 - 14.12

Valuation

Share price
$12.41 (close of 2026-09-23)
P/E (TTM)
7.76x
Price to book
0.79x
Price to free cash flow
-2.56x
Enterprise value
$19.82B
Book value per share
$15.67

Price performance

PeriodChange
1 day-1.59%
5 days-1.66%
1 month-8.95%
3 months-8.01%
6 months+7.63%
Year to date-8.62%
1 year-4.90%
3 years-3.72%
5 years-33.42%
10 years-27.17%
All time-42.94%

Profitability and growth

Return on equity
6.35%
Return on assets
0.61%
Net income growth
0.78%
Free cash flow growth
-114.96%

Cash flow and balance sheet

Free cash flow yield (TTM)
-39.01%
Net debt to EBITDA
33.49x

Latest reported year

Period end
2025-12-31
Fiscal year
2025
EBITDA
$428.06M
Net income
$118.74M
Earnings per share
$1.19
Interest expense
$304.53M
Shares outstanding
100.53M

Income statement by year

Period endNet incomeEPS
2025-12-31$118.74M$1.19
2024-12-31$117.83M$1.36
2023-12-31$60.90M$0.89
2022-12-31$-85.34M$-1.43
2021-12-31$125.35M$2.58
2020-12-31$17.25M$0.39
2019-12-31$56.47M$1.76
2018-12-31$46.68M$1.52
2017-12-31$33.98M$1.04
2016-12-31$-16.01M$-0.48

Margins and returns by year

Period endReturn on equityReturn on capital
2025-12-316.35%-
2024-12-317.41%-
2023-12-313.97%-
2022-12-31-6.99%-
2021-12-319.47%-
2020-12-311.87%-
2019-12-316.50%-
2018-12-317.84%6.79%
2017-12-315.47%5.34%
2016-12-31-2.48%6.86%

Cash and debt by year

Period endCashDebt
2025-12-31$201.89M-
2024-12-31$192.39M-
2023-12-31$228.93M-
2022-12-31$217.05M-
2021-12-31$92.66M$85.80M
2020-12-31$111.65M$85.56M
2019-12-31$72.30M$85.30M
2018-12-31$44.66M$85.03M
2017-12-31$47.23M$84.77M
2016-12-31$123.27M-

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$-925.46M$3.64M
2024-12-31$-430.53M$1.11M
2023-12-31$-241.86M$1.26M
2022-12-31$42.69M$1.40M
2021-12-31$51.29M$971.00K
2020-12-31$119.51M$722.00K
2019-12-31$79.25M$475.00K
2018-12-31$-494.18M$415.00K
2017-12-31$-462.93M$385.00K
2016-12-31$69.69M$400.00K

Dividend history

Most recent payment
2026-08-31
Paid in the last twelve months
$1.56
Payment dateDividend per share
2026-08-31$0.13
2026-07-31$0.13
2026-06-30$0.13
2026-05-29$0.13
2026-04-30$0.13
2026-03-31$0.13
2026-02-27$0.13
2026-01-30$0.13

Investor relations

Next earnings report

Next confirmed report
2026-11-04
Consensus EPS estimate
$0.47

Past earnings dates

ReportedFiscal periodEPS estimate
2026-08-06Jun/2026$0.46
2026-05-05--
2026-02-25--
2025-11-05--
2025-08-07--
2025-05-07--
2025-02-27--
2024-11-06--

Filings and sources

Company website
ellingtonfinancial.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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