August 7, 2026 Q2 2026 Q2 2026 EARNINGS Important Notice Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements involve numerous risks and uncertainties. Our actual results may differ from our beliefs, expectations, estimates, and projections and, consequently, you should not rely on these forward-looking statements as predictions of future events. Fo ...

A High-Yield Dividend Bundle for Income Investors to Buy in August - 24/7 Wall St. Yield and safety move in opposite directions across this bundle: dividend track records and price stability both deteriorate as yield climbs from 4% toward 17%. IVR pays 17.6% monthly but has shed 71% of its share price over a decade, making it a pure income vehicle rather than a wealth builder. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Edison International didn't make the cut. Grab ...

Exhibit 99.1 Ellington Financial Inc. Reports Second Quarter 2026 Results OLD GREENWICH, Connecticut—August 6, 2026 Ellington Financial Inc. (NYSE: EFC) ("we") today reported financial results for the quarter ended June 30, 2026. Highlights Second Quarter 2026 Results "Ellington Financial delivered another standout quarter, with continued book value growth and adjusted distributable earnings well in excess of our dividends, reflecting the strength and increasing momentum of our platform," said Laurence Penn ...

公司核心财务与业绩预期 - 公司将于2026年8月6日发布季度财报[1] - 华尔街分析师预期每股收益（EPS）为0.46美元[2] - 分析师预期营收为1.1459亿美元[2] - 分析师预计营收将实现同比增长，主要来自投资组合和Longbridge部门的强劲表现[3] - 分析师预测盈利可能小幅下滑，原因包括成本上升、市场波动和利息支出增加[3] 公司历史业绩表现 - 公司过去四个季度均超出EPS预期，平均惊喜幅度为22.97%[4] - 上一季度公司实际EPS为0.55美元，显著高于市场预期的0.42美元[4] 公司财务结构风险 - 公司债务权益比率为9.21，表明其融资高度依赖债务而非股权[5] - 公司流动比率为0.03，远低于1，显示其用流动资产偿还短期债务的能力面临潜在挑战[5]

OLD GREENWICH, Conn.--(BUSINESS WIRE)--Ellington Financial Inc. (NYSE: EFC) ("we") today reported financial results for the quarter ended June 30, 2026. Highlights Net income attributable to common stockholders of $54.4 million, or $0.43 per common share, including unallocated Corporate/Other income and expense items. $74.2 million, or $0.59 per common share, from the investment portfolio segment. $30.2 million, or $0.24 per common share, from Longbridge segment. Adjusted Distributable Earnings. ...

公司业绩预期 - Ellington Financial (EFC) 计划于2026年8月6日收盘后公布第二季度财报 [1] - 公司季度营收预计同比增长，但每股收益（EPS）预计同比下降 [1][5] - 第二季度营收的Zacks一致预期为6682万美元，较去年同期增长54.18% [5] - 第二季度EPS的Zacks一致预期为46美分，较去年同期下降2.13%，该预期已维持超过三个月不变 [5] 业绩驱动因素 - 公司业绩受益于投资组合增长和Longbridge部门的强劲表现 [2] - 第二季度业绩预计反映持续的投资组合扩张以及信贷投资的健康收益贡献 [2] - 高收益的非QM贷款、机构合格住宅贷款、住宅过渡贷款和商业抵押贷款的增长可能支撑净利息收入 [2] - Longbridge Financial部门预计仍是主要盈利驱动力，其专有和联邦保险的反向抵押贷款发放、服务收入及抵押贷款服务权经济持续增长可能提升部门业绩 [3] - 活跃的证券化活动可能通过销售收益、改善融资效率和资本循环提供额外支持 [3] 业绩压力因素 - 较高的利息支出和不断扩大的运营成本基础预计限制了盈利能力 [4] - 利率和信用利差波动导致的抵押资产、对冲工具和无担保借款的公允价值变动可能影响业绩 [4] - 管理层此前表示，3月份利差扩大的逆转可能在4月份使每股账面价值减少约13美分，部分抵消了稳健的基础投资组合表现 [4] 历史表现与模型预测 - 上一季度EFC每股收益为55美分，超出Zacks一致预期的42美分 [2] - 过去四个季度，EFC每股收益均超出Zacks一致预期，平均超出幅度为22.97% [2] - 定量模型显示EFC本季度不太可能出现EPS惊喜，其EPS ESP为0.00%，当前Zacks排名为3（持有） [6]