Ellington Financial Reports Strong Q2 Earnings Beat and Book Value Growth
EFC sits 17% above its 52-week low of $11.275.
Summary
Ellington Financial Inc. announced strong Q2 2026 results, with Adjusted Distributable Earnings of $0.60 per share significantly beating analyst consensus and book value per share increasing to $13.61.
Key Events · Earnings and Guidance · EFC
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Q2 Adjusted Distributable Earnings Beat
Reported Adjusted Distributable Earnings (ADE) of $0.60 per common share, significantly exceeding the $0.46 consensus.
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Book Value Per Share Growth
Book value per common share increased to $13.61 as of June 30, 2026, up from $13.56 at March 31, 2026.
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Strong Longbridge Origination
The Longbridge segment originated $589.7 million of loans, marking a 38% increase from the same period in 2025 and achieving a 29% HMBS market share.
Analysis · EFC · Real Estate & Construction
Ellington Financial Inc. officially reported its second-quarter 2026 financial results, confirming a significant beat on Adjusted Distributable Earnings (ADE) and continued growth in book value per share. This strong performance was driven by robust operational results across its investment portfolio and the Longbridge segment, which saw substantial loan origination growth.
How filings like this one have moved
In the 30 days to Oct 1, 2026, 35.7% of the 1024 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, EFC was trading at $13.22 on NYSE in the Real Estate & Construction sector, with a market capitalization of approximately $1.6B. The 52-week trading range was $11.28 to $14.12. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.