Ellington Financial Inc. reported second-quarter 2026 adjusted earnings of 60 cents per share, beating the Zacks Consensus Estimate of 46 cents by 30.4% and rising 27.7% from a year ago. Revenues of $72.3 million jumped 66.8% year over year and topped the consensus estimate of $66.8 million by 8.2%. Results were driven by stronger net interest income, solid credit performance, and contributions from Longbridge, where loan originations rose 38% year over year to $589.7 million and HMBS market share reached a record 29%. The adjusted long investment portfolio grew roughly 1% sequentially to $4.50 billion, while the net Longbridge portfolio declined 7% sequentially to $649.3 million after two proprietary reverse mortgage securitizations. Management noted a 20% annualized economic return for the first half of 2026, with adjusted distributable earnings of $1.15 per share compared with dividends of 78 cents per share.
Ellington Financial Inc.Q2 earnings beat estimates with strong revenue growth and higher net interest income.
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