MFA Financial stock price target cut to $12 by JMP

Published 17/04/2025, 10:24
MFA Financial stock price target cut to $12 by JMP

On Thursday, JMP analysts revised their price target for MFA Financial Inc . (NYSE:MFA) shares, adjusting it downward to $12.00 from the previous target of $12.50. Despite this change, the firm maintained its Market Outperform rating for the real estate investment trust, which currently has a market capitalization of $885 million and trades at a P/E ratio of 10.4x.

The adjustment by JMP analysts reflects a recalibrated valuation based on the estimated book value of the company. The new target price represents a price-to-book value (P/BV) ratio of 0.91 times the current estimated book value, compared to its current P/B ratio of 0.48. Previously, the target was set with a P/BV of 0.89 times. According to InvestingPro analysis, the stock appears slightly undervalued at current levels.

In a statement, JMP analysts explained the rationale behind the updated target, noting, "We lower our price target on shares of MFA Financial, Inc. to $12.00 from $12.50." This change aligns the price target more closely with the firm’s current financial metrics and market performance, which includes a challenging six-month period with a -26.8% return. InvestingPro subscribers can access 12 additional key insights about MFA’s valuation and performance metrics.

MFA Financial Inc., which specializes in residential mortgage assets, has been navigating the dynamic financial landscape, with analysts closely monitoring its performance and adjusting expectations accordingly.

The maintained Market Outperform rating suggests that JMP analysts still see potential in MFA Financial Inc. despite the reduced price target, indicating a positive outlook on the stock’s future performance in the market.

In other recent news, MFA Financial Inc. reported its fourth-quarter 2024 earnings, revealing an earnings per share (EPS) of $0.39, which narrowly missed the forecast of $0.3954. The company’s revenue was significantly below expectations at $50.8 million, compared to the anticipated $90.38 million. Analysts from JMP Securities maintained a Market Outperform rating for MFA Financial, setting a price target of $12.50, highlighting the company’s potential within the residential mortgage credit REIT sector. Meanwhile, Keefe, Bruyette & Woods adjusted their price target for MFA Financial to $12.50 from $13.50, while maintaining an Outperform rating, reflecting a cautious yet optimistic outlook.

Additionally, MFA Financial announced the appointment of Christopher Small to its Board of Directors, enhancing its governance with his extensive experience in investment banking. Despite a 3.7% decline in economic book value to $13.93 per share, the company achieved a total economic return of 5.2% for the year 2024. The analysts noted that MFA Financial’s shares continue to present an attractive risk/reward profile, trading at 77% of its tangible book value and offering a substantial dividend yield of 13.6%. The company’s strategic investments and expansion of its agency securities portfolio were also highlighted as part of its growth strategy.

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