MFA Financial (MFA) Q2 2026 Earnings Call Transcript

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DATE

Wednesday, Aug. 5, 2026 astatine 11:00 a.m. ET

CALL PARTICIPANTS

• General Counsel - Harold Schwartz

• Chief Executive Officer - Craig Knutson

• Chief Financial Officer - Michael Roper

• President and Chief Investment Officer - Bryan Wulfsohn

Full Conference Call Transcript

Operator: Greetings. Welcome to the MFA Financial, Inc. Announces Second Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please note, this league is being recorded. I volition present crook the league implicit to Hal Schwartz, General Counsel astatine MFA Financial. Thank you. Hal, you whitethorn begin.

Harold Schwartz: Thank you, operator, and bully morning, everyone. The accusation discussed connected this league telephone contiguous whitethorn incorporate oregon notation to forward-looking statements regarding MFA Financial, Inc., which bespeak management's beliefs, expectations and assumptions arsenic to MFA's aboriginal show and operations. When used, statements that are not humanities successful nature, including those containing words specified arsenic will, believe, expect, anticipate, estimate, should, could, would oregon akin expressions are intended to place forward-looking statements. All forward-looking statements talk lone arsenic of the day connected which they are made.

These types of statements are taxable to assorted known and chartless risks, uncertainties, assumptions and different factors, including those described successful MFA's yearly study connected Form 10-K for the twelvemonth ended December 31, 2025, and different reports that it whitethorn record from clip to clip with the Securities and Exchange Commission. These risks, uncertainties and different factors could origin MFA's existent results to disagree materially from those projected, expressed oregon implied successful immoderate forward-looking statements it makes. For further accusation regarding MFA's usage of forward-looking statements, delight spot the applicable disclosure successful the property merchandise announcing MFA's 2nd 4th 2026 fiscal results. Thank you for your time.

I would present similar to crook this telephone implicit to MFA's CEO, Craig Knutson.

Craig Knutson: Thank you, Hal. Good morning, everyone, and convey you for joining america for MFA Financial's Second Quarter 2026 Earnings Call. With maine contiguous are Bryan Wulfsohn, our President and Chief Investment Officer; Mike Roper, our Chief Financial Officer; and different members of our elder absorption team. I volition connection immoderate wide remarks connected the macroeconomic and governmental landscapes and volition past supply an update connected MFA's concern initiatives and portfolio activities. I'll past crook the telephone implicit to Mike, followed by Bryan earlier we unfastened up the telephone for questions. Moving to marketplace conditions. We entered April with markets inactive absorbing the geopolitical daze that ended the archetypal quarter.