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Ellington Financial
Ellington Financial (EFC) investor relations material
Ellington Financial Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved Q4 2025 net income of $14.7 million ($0.14 per share) and adjusted distributable earnings (ADE) of $51.4 million ($0.47 per share), both exceeding dividends paid.
Portfolio expanded by 9% in Q4 and nearly 20% year-over-year to almost $5 billion, driven by technology initiatives, new investments, and strategic equity stakes.
Enhanced liability structure with a $400 million unsecured notes offering, reducing reliance on short-term repo financing and increasing long-term, non-mark-to-market borrowings.
Completed seven securitizations in Q4, including the first residential transition loan (RTL) securitization with a two-year revolving structure.
Announced acquisition of a small residential mortgage servicer to further vertical integration and improve servicing outcomes.
Financial highlights
Book value per common share was $13.16 as of December 31, 2025, after $0.39 per share in dividends.
Net interest income for Q4 was $53.6 million, up from $49.7 million in Q3.
Adjusted long credit portfolio grew 15% quarter-over-quarter to $4.11 billion.
Total assets reached $19.35 billion as of December 31, 2025.
Dividend yield stood at 12.5% based on the closing stock price of $12.52.
Outlook and guidance
Portfolio positioned for continued earnings strength into 2026, with strong loan production and portfolio growth in January and an estimated 2% economic return for the month.
Focused on disciplined portfolio growth, maintaining strong credit performance, and leveraging technology and strategic partnerships.
Plans to further optimize capital structure by increasing unsecured, long-term financing and potentially refinancing preferred equity at lower cost.
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Next Ellington Financial earnings date
Q1 20267 May, 2026
Ellington Financial
Next Ellington Financial earnings date
Q1 20267 May, 2026
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Frequently asked questions
Ellington Financial Inc. is a real estate investment trust (REIT) that specializes in acquiring and managing a diversified portfolio of financial assets. The company invests in residential and commercial mortgage-backed securities, loans, and other real estate-related assets. Ellington Financial focuses on generating income and capital appreciation through active portfolio management and leveraging its expertise in structured credit and fixed-income markets. The company is headquartered in Old Greenwich, Connecticut, and its shares are listed on the NYSE.
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