• Ellington Financial Inc. recently announced an estimated book value per share of US$13.33 as of August 31, 2025, alongside confirmation of a US$0.13 monthly dividend to be paid on September 30, 2025.

• Management highlighted a strong quarter driven by solid investment portfolio performance and several successful securitizations, further underscoring the company’s position among the safest monthly dividend stocks.

• We’ll explore how Ellington’s updated book value and robust quarter results shape its outlook amid changing mortgage and credit markets.

Find companies with promising cash flow potential yet trading below their fair value.

To be a shareholder in Ellington Financial today, you need to believe in the resilience of its diversified mortgage investment approach and the company’s ability to maintain monthly dividends even as mortgage and credit markets fluctuate. The recent confirmed book value per share of US$13.33 and steady US$0.13 dividend suggest little immediate impact on the key near-term catalyst, consistent cash returns, or the prevailing risk of increased loan delinquencies amid housing affordability concerns.

Among recent announcements, Ellington’s disclosure of a strong second quarter with successful securitizations directly aligns with what investors often look for: the ability to generate returns and protect book value during times of wider credit spreads. This consistent performance in portfolio management is especially important when considering the influence of credit conditions on net earnings and dividend coverage over the short term.

However, it’s important to keep in mind that, unlike the optimism around dividends, there remains the potential for higher delinquencies on non-QM loans…

Read the full narrative on Ellington Financial (it’s free!)

Ellington Financial’s narrative projects $587.8 million revenue and $200.8 million earnings by 2028. This requires 23.4% yearly revenue growth and an $87.7 million earnings increase from $113.1 million.

Uncover how Ellington Financial’s forecasts yield a $14.53 fair value, a 10% upside to its current price.

Private investors in the Simply Wall St Community offered two fair value estimates for Ellington Financial, ranging from US$14.53 to US$20.12 per share. While opinions on valuation differ widely, remember that rising non-QM delinquencies could impact both earnings and longer-term book value.

Explore 2 other fair value estimates on Ellington Financial – why the stock might be worth as much as 53% more than the current price!