Subscribe

Angel Oak Mortgage, Inc. (AOMR)

USD9.02 +0.07 (+0.73%)
US NYSE Real Estate REIT - Mortgage
Address 3344 Peachtree Road Northeast 30326
Atlanta, GA, US
CEO Sreeniwas Vikram Prabhu
IPO 2021-06-17
CIK 1766478 ISIN US03464Y1082

Explore sections of this company profile

Description

Angel Oak Mortgage, Inc. (AOMR) operates as a real estate finance firm, primarily acquiring and investing in first-lien non-qualified mortgage (non-QM) loans and various other mortgage-backed assets across the United States. The company holds Real Estate Investment Trust (REIT) status for federal tax purposes. This designation allows it to generally bypass federal corporate income tax, provided it distributes a minimum of 90% of its taxable earnings to its shareholders. Angel Oak Mortgage, Inc. was founded in 2018 and is headquartered in Atlanta, Georgia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD9.02 +0.07 (+0.73%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
125.7K
Beta
1.21
Float Shares
18.69M
Free Float %
75.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.63% -4.82% -1.16% -5.24% -4.49% -1.28% -16.34% +8.70% -54.42% -54.42% -54.42%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Buy
Price Targets & DCF
Current price
9.02
Low 9.75 +8.2%
Consensus 9.75 +8.2%
Median 9.75 +8.2%
High 9.75 +8.2%
Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
10.08
+11.8%
All Time 5
10.95
+21.5%
Quality scores
Altman Z-Score
-0.08
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +158.1% Q1'26: -18.0% (vs Q1'25)
  • EPS growth
    +53.9% Q1'26: -134.5% (vs Q1'25)
  • FCF margin
    Q1'26: +17.6% (vs Q1'25)
  • EBIT margin
    Q1'26: +55.8% (vs Q1'25)
  • ROIC
    Q1'26: +17.1% (vs Q1'25)
  • Share dilution
    -0.3% Q1'26: +4.7% (vs Q1'25)
  • Debt / EBITDA
    2.09× Q1'26: 3.32× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.26) × ERP
WACC = 41% × Ke + 59% × Kd (33.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 9.02
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
1 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
41.76M
est: 39.53M (+5.7%)
-157.95M
est: 115.05M (-237.3%)
54.86M
est: 69.25M (-20.8%)
51.46M
est: 30.32M (+69.7%)
132.79M
est: 41.63M (+219.0%)
48.78M
48.70M – 48.85M
+17.2% YoY
47.44M
47.32M – 47.57M
-2.7% YoY
31.07M
30.99M – 31.15M
-34.5% YoY
EBITDA
est: 13.85M (-100.0%)
est: 6.06M (-100.0%)
147.11M
est: 8.33M (+1,667.0%)
9.76M
9.74M – 9.77M
+17.2% YoY
9.49M
9.46M – 9.51M
-2.7% YoY
6.21M
6.20M – 6.23M
-34.5% YoY
EBIT
est: 13.85M (-100.0%)
est: 6.06M (-100.0%)
147.11M
est: 8.33M (+1,667.0%)
9.76M
9.74M – 9.77M
+17.2% YoY
9.49M
9.46M – 9.51M
-2.7% YoY
6.21M
6.20M – 6.23M
-34.5% YoY
Net Income
21.11M
est: 23.74M (-11.1%)
-187.83M
est: 87.34M (-315.1%)
33.71M
est: 48.48M (-30.5%)
28.75M
est: 3.24M (+787.6%)
44.02M
est: 17.48M (+151.8%)
29.60M
28.95M – 30.33M
+69.3% YoY
33.73M
33.61M – 33.84M
+13.9% YoY
34.87M
34.75M – 34.99M
+3.4% YoY
SGA
1.72M
est: 3.14M (-45.4%)
5.75M
est: 9.14M (-37.0%)
1.69M
est: 1.18M (+43.0%)
2.04M
est: 517.2K (+294.6%)
1.35M
est: 710.1K (+90.7%)
832.0K
830.8K – 833.2K
+17.2% YoY
809.3K
807.2K – 811.4K
-2.7% YoY
530.0K
528.6K – 531.3K
-34.5% YoY
EPS
0.84
est: 0.97 (-13.7%)
-7.65
est: 3.58 (-313.7%)
1.36
est: 1.99 (-31.8%)
1.18
est: 0.14 (+753.2%)
1.86
est: 0.72 (+158.7%)
1.22
1.19 – 1.25
+69.5% YoY
1.39
1.38 – 1.39
+13.8% YoY
1.43
1.43 – 1.44
+3.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 1/5 3/5 3/5 2/5 3/5 4/5
2026-05-08 B 3/5 1/5 3/5 3/5 2/5 3/5 4/5
2026-05-07 B 3/5 1/5 3/5 3/5 2/5 3/5 4/5
2026-05-06 B 3/5 1/5 3/5 3/5 2/5 3/5 4/5
2026-05-05 B 3/5 1/5 3/5 3/5 2/5 3/5 4/5
2026-05-04 A- 4/5 1/5 5/5 4/5 2/5 4/5 4/5
2026-05-01 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-30 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-29 A- 4/5 1/5 5/5 4/5 2/5 4/5 4/5
2026-04-28 A- 4/5 1/5 5/5 4/5 2/5 4/5 4/5
2026-04-27 A- 4/5 1/5 5/5 4/5 2/5 4/5 4/5
2026-04-24 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-23 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-22 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-21 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-20 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-17 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5
2026-04-16 B+ 3/5 1/5 5/5 4/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-232.67M
OE per share TTM
-9.66
Owner's Yield
-107.90%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
-31.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
1.78M
Insider transactions (90d)
0
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Anthony A. Yoseloff 5.18M 22.22% 5.18M 10.00 IN United States 2024-09-19
2 Davidson Kempner Capital Management LP 5.18M 22.22% 5.18M 10.00 PN Delaware 2024-09-19
3 Xylem Finance LLC 5.18M 22.22% 5.18M 10.00 OO Delaware 2024-09-19
4 MS Tactical Value Fund GP Inc. 5.17M 20.40% 5.17M 5.17M CO Delaware 2022-08-31
5 MS Tactical Value Fund GP LP 5.17M 20.40% 5.17M 5.17M PN Delaware 2022-08-31
6 Morgan Stanley 5.17M 20.40% 5.17M 5.17M HC, CO Delaware 2022-08-31
7 NHTV Atlanta Holdings LP 5.17M 20.40% 5.17M 5.17M PN Delaware 2022-08-31
8 North Haven Tactical Value Fund LP 5.17M 20.40% 5.17M 5.17M PN Delaware 2022-08-31
9 Project Atlanta GP LLC 5.17M 20.40% 5.17M 5.17M OO Delaware 2022-08-31
10 RE002 3.11M 12.20% 3.11M 10.00 OO Delaware 2021-06-24
11 VPIP AO MF LLC 3.11M 12.20% 3.11M 10.00 OO Delaware 2021-06-24
12 Vivaldi Capital Management, LLC 3.11M 12.20% 3.11M 10.00 IA Illinois 2021-06-24
13 Vivaldi Holdings, LLC 3.11M 12.20% 3.11M 10.00 OO Delaware 2021-06-24
14 Canada Pension Plan Investment Board 2.11M 8.30% 2.11M FI Canada 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-69 vs prev Q
New positions
3
Closed positions
72
Increased
5
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 EP WEALTH ADVISORS, LLC 17.9K +17.9K (+100.0%) 154.30M +154.3M (+100.0%) 0.08% +0.078 pp 0.00% +0.001 pp USD8.61 +0.0% 1 qtrs NEW
2 MORGAN STANLEY 5.17M -55.0 (0.0%) 44.53M -3.9M (-8.1%) 22.44% +0.399 pp 0.00% 0.000 pp USD17.87 -51.8% 19 qtrs
3 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 4.13M +— (+0.0%) 35.60M -3.1M (-8.1%) 17.94% +0.319 pp 0.57% -0.011 pp USD17.81 -51.7% 19 qtrs
4 VICTORY CAPITAL MANAGEMENT INC 2.22M +710.5K (+47.1%) 19.11M +5.0M (+35.2%) 9.63% +3.200 pp 0.01% +0.003 pp USD9.14 -5.8% 3 qtrs
5 MASTERS CAPITAL MANAGEMENT LLC 1.00M +— (+0.0%) 8.61M -760.0K (-8.1%) 4.34% +0.077 pp 0.35% +0.012 pp USD12.26 -29.8% 19 qtrs
6 VANGUARD GROUP INC 948.6K +74.6K (+8.5%) 8.17M -22.2K (-0.3%) 4.12% +0.391 pp 0.00% +0.000 pp USD12.42 -30.7% 19 qtrs
7 BLACKROCK, INC. 923.7K +38.0K (+4.3%) 7.95M -345.7K (-4.2%) 4.01% +0.233 pp 0.00% +0.000 pp USD10.36 -16.9% 6 qtrs
8 STATE STREET CORP 419.4K +1.7K (+0.4%) 3.61M -302.7K (-7.7%) 1.82% +0.040 pp 0.00% +0.000 pp USD10.90 -21.0% 18 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 326.0K +12.2K (+3.9%) 2.81M -133.5K (-4.5%) 1.41% +0.077 pp 0.00% +0.000 pp USD12.88 -33.2% 18 qtrs
10 WOLVERINE ASSET MANAGEMENT LLC 289.1K +83.4K (+40.5%) 2.49M +561.6K (+29.1%) 1.25% +0.378 pp 0.02% +0.005 pp USD9.38 -8.2% 6 qtrs
11 JACOBS ASSET MANAGEMENT, LLC 287.5K +87.5K (+43.8%) 2.48M +601.4K (+32.1%) 1.25% +0.395 pp 1.38% +0.353 pp USD9.29 -7.3% 6 qtrs
12 NORTH GROUND CAPITAL 249.6K -139.2K (-35.8%) 2.15M -1.5M (-41.0%) 1.08% -0.574 pp 1.07% -1.168 pp USD9.37 -8.1% 5 qtrs
13 WELLS FARGO & COMPANY/MN 213.2K -22.6K (-9.6%) 1.84M -374.0K (-16.9%) 0.93% -0.080 pp 0.00% 0.000 pp USD11.94 -27.9% 19 qtrs
14 JPMORGAN CHASE & CO 196.2K +50.7K (+34.8%) 1.69M +325.6K (+23.9%) 0.85% +0.231 pp 0.00% +0.000 pp USD9.24 -6.8% 18 qtrs
15 RIVERBRIDGE PARTNERS LLC 182.8K +99.8K (+120.3%) 1.57M +796.3K (+102.4%) 0.79% +0.440 pp 0.03% +0.016 pp USD8.98 -4.1% 3 qtrs
16 TWO SIGMA INVESTMENTS, LP 156.0K +15.3K (+10.9%) 1.34M +24.5K (+1.9%) 0.68% +0.077 pp 0.00% 0.000 pp USD9.86 -12.7% 11 qtrs
17 PENSERRA CAPITAL MANAGEMENT LLC 137.4K +22.3K (+19.3%) 1.18M +105.0K (+9.7%) 0.60% +0.106 pp 0.01% +0.001 pp USD9.21 -6.5% 5 qtrs
18 UBS GROUP AG 128.5K +73.1K (+131.9%) 1.11M +587.2K (+113.1%) 0.56% +0.321 pp 0.00% +0.000 pp USD9.36 -8.0% 19 qtrs
19 ALPINE GLOBAL MANAGEMENT, LLC 125.6K -81.4K (-39.3%) 1.08M -858.6K (-44.3%) 0.55% -0.337 pp 0.20% -0.152 pp USD9.37 -8.1% 2 qtrs
20 VIVALDI CAPITAL MANAGEMENT LP 118.8K +— (+0.0%) 1.02M -90.3K (-8.1%) 0.52% +0.009 pp 0.14% -0.018 pp USD15.78 -45.4% 16 qtrs
21 NORTHERN TRUST CORP 113.9K -11.9K (-9.5%) 980.9K -198.2K (-16.8%) 0.49% -0.042 pp 0.00% +0.000 pp USD13.11 -34.3% 18 qtrs
22 JACOBS LEVY EQUITY MANAGEMENT, INC 101.0K -2.8K (-2.7%) 869.3K -102.9K (-10.6%) 0.44% -0.004 pp 0.00% -0.001 pp USD9.50 -9.4% 6 qtrs
23 AMERIPRISE FINANCIAL INC 91.1K -619.0 (-0.7%) 784.8K -75.1K (-8.7%) 0.40% +0.004 pp 0.00% +0.000 pp USD10.11 -14.8% 17 qtrs
24 GOLDMAN SACHS GROUP INC 88.6K +21.9K (+32.7%) 763.0K +137.4K (+22.0%) 0.38% +0.100 pp 0.00% +0.000 pp USD9.62 -10.5% 19 qtrs
25 STATE OF WISCONSIN INVESTMENT BOARD 87.9K +16.0K (+22.3%) 756.7K +83.1K (+12.3%) 0.38% +0.075 pp 0.00% +0.000 pp USD9.00 -4.3% 13 qtrs
26 BANK OF NEW YORK MELLON CORP 55.6K -175.7K (-76.0%) 478.7K -1.7M (-77.9%) 0.24% -0.745 pp 0.00% 0.000 pp USD9.80 -12.1% 18 qtrs
27 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 54.8K -24.8K (-31.2%) 471.4K -274.4K (-36.8%) 0.24% -0.102 pp 0.00% -0.002 pp USD10.25 -16.0% 9 qtrs
28 JANE STREET GROUP, LLC 52.5K +52.5K (+100.0%) 452.3K +452.3K (+100.0%) 0.23% +0.228 pp 0.00% +0.000 pp USD8.61 +0.0% 7 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 44.5K +4.1K (+10.1%) 383.1K +4.5K (+1.2%) 0.19% +0.021 pp 0.00% +0.000 pp USD13.98 -38.4% 18 qtrs
30 INVESCO LTD. 35.8K +6.0K (+20.1%) 308.4K +28.9K (+10.4%) 0.16% +0.028 pp 0.00% +0.000 pp USD9.33 -7.7% 4 qtrs
31 RHUMBLINE ADVISERS 29.4K -724.0 (-2.4%) 253.3K -29.1K (-10.3%) 0.13% -0.001 pp 0.00% +0.000 pp USD11.04 -22.0% 15 qtrs
32 RENAISSANCE TECHNOLOGIES LLC 29.3K -23.6K (-44.6%) 252.3K -243.2K (-49.1%) 0.13% -0.098 pp 0.00% 0.000 pp USD9.96 -13.6% 9 qtrs
33 VOYA INVESTMENT MANAGEMENT LLC 27.1K +541.0 (+2.0%) 233.5K -15.5K (-6.2%) 0.12% +0.004 pp 0.00% +0.000 pp USD9.38 -8.2% 5 qtrs
34 BARCLAYS PLC 21.2K +5.4K (+34.3%) 182.9K +17.9K (+10.9%) 0.09% +0.025 pp 0.00% +0.000 pp USD9.55 -9.8% 16 qtrs
35 RITHOLTZ WEALTH MANAGEMENT 20.6K -11.9K (-36.6%) 177.7K -127.3K (-41.7%) 0.09% -0.049 pp 0.00% -0.003 pp USD10.13 -15.0% 8 qtrs
36 ALLIANCEBERNSTEIN L.P. 20.4K +— (+0.0%) 175.5K -15.5K (-8.1%) 0.09% +0.002 pp 0.00% +0.000 pp USD11.47 -24.9% 7 qtrs
37 FMR LLC 16.3K +1.5K (+10.4%) 140.6K +2.0K (+1.4%) 0.07% +0.008 pp 0.00% +0.000 pp USD7.91 +8.8% 14 qtrs
38 NUVEEN, LLC 16.1K +— (+0.0%) 138.3K -12.2K (-8.1%) 0.07% +0.001 pp 0.00% +0.000 pp USD9.53 -9.7% 4 qtrs
39 TWO SIGMA ADVISERS, LP 15.7K -27.8K (-63.9%) 135.2K -272.4K (-66.8%) 0.07% -0.117 pp 0.00% -0.001 pp USD9.84 -12.5% 6 qtrs
40 DEUTSCHE BANK AG\ 15.0K +— (+0.0%) 128.8K -11.4K (-8.1%) 0.06% +0.001 pp 0.00% +0.000 pp USD12.51 -31.2% 18 qtrs
41 QUBE RESEARCH & TECHNOLOGIES LTD 13.0K +13.0K (+100.0%) 111.5K +111.5K (+100.0%) 0.06% +0.056 pp 0.00% +0.000 pp USD8.61 +0.0% 4 qtrs
42 AQR CAPITAL MANAGEMENT LLC 12.8K -15.0K (-53.9%) 110.4K -150.4K (-57.7%) 0.06% -0.063 pp 0.00% 0.000 pp USD9.40 -8.4% 3 qtrs
43 D. E. SHAW & CO., INC. 12.7K -32.6K (-71.9%) 109.7K -314.8K (-74.2%) 0.06% -0.138 pp 0.00% 0.000 pp USD9.41 -8.5% 11 qtrs
44 PRUDENTIAL FINANCIAL INC 10.2K +10.2K (+100.0%) 88.2K +88.2K (+100.0%) 0.04% +0.044 pp 0.00% +0.000 pp USD8.61 +0.0% 1 qtrs NEW
45 MARSHALL WACE, LLP 10.1K +10.1K (+100.0%) 87.0K +87.0K (+100.0%) 0.04% +0.044 pp 0.00% +0.000 pp USD8.61 +0.0% 6 qtrs
46 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 9.4K +— (+0.0%) 80.9K -7.1K (-8.1%) 0.04% +0.001 pp 0.00% +0.000 pp USD9.37 -8.1% 6 qtrs
47 BANK OF AMERICA CORP /DE/ 9.3K -8.6K (-47.8%) 80.4K -87.3K (-52.1%) 0.04% -0.036 pp 0.00% +0.000 pp USD9.71 -11.3% 19 qtrs
48 NEW YORK STATE COMMON RETIREMENT FUND 7.0K +— (+0.0%) 60.0K -5.3K (-8.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD16.49 -47.8% 18 qtrs
49 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 6.3K +465.0 (+8.0%) 54.0K -407.0 (-0.7%) 0.03% +0.003 pp 0.00% +0.000 pp USD12.40 -30.6% 7 qtrs
50 ADVISOR GROUP HOLDINGS, INC. 5.5K +760.0 (+16.1%) 47.1K +1.5K (+3.3%) 0.02% +0.004 pp 0.00% +0.000 pp USD9.52 -9.6% 12 qtrs
51 RUSSELL INVESTMENTS GROUP, LTD. 5.2K -18.7K (-78.1%) 45.1K -179.0K (-79.9%) 0.02% -0.079 pp 0.00% 0.000 pp USD9.26 -7.0% 12 qtrs
52 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.1K +— (+0.0%) 26.7K -2.4K (-8.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD9.53 -9.7% 4 qtrs
53 KEMNAY ADVISORY SERVICES INC. 3.0K +3.0K (+100.0%) 25.9K +25.9K (+100.0%) 0.01% +0.013 pp 0.00% +0.004 pp USD8.61 +0.0% 1 qtrs NEW
54 BNP PARIBAS ARBITRAGE, SNC 3.0K -983.0 (-24.9%) 25.5K -11.5K (-31.0%) 0.01% -0.004 pp 0.00% +0.000 pp USD9.39 -8.3% 5 qtrs
55 KESTRA ADVISORY SERVICES, LLC 2.8K +2.8K (+100.0%) 24.2K +24.2K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD8.61 +0.0% 1 qtrs NEW
56 STRS OHIO 2.6K +— (+0.0%) 22.4K -2.0K (-8.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.37 -44.0% 18 qtrs
57 ISLAY CAPITAL MANAGEMENT, LLC 2.5K +— (+0.0%) 21.5K -1.9K (-8.1%) 0.01% +0.000 pp 0.01% -0.001 pp USD9.42 -8.6% 3 qtrs
58 NISA INVESTMENT ADVISORS, LLC 2.1K -1.6K (-43.1%) 18.3K -16.7K (-47.7%) 0.01% -0.007 pp 0.00% 0.000 pp USD13.18 -34.7% 17 qtrs
59 ROYAL BANK OF CANADA 2.1K +2.0K (+1,535.9%) 18.0K +17.0K (+1,700.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD8.71 -1.1% 19 qtrs
60 LEGAL & GENERAL GROUP PLC 1.1K +— (+0.0%) 9.8K -867.0 (-8.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD16.26 -47.0% 19 qtrs
61 TOWER RESEARCH CAPITAL LLC (TRC) 1.0K -295.0 (-22.7%) 8.7K -3.5K (-28.9%) 0.00% -0.001 pp 0.00% 0.000 pp USD9.14 -5.8% 19 qtrs
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 831.00 -31.0 (-3.6%) 7.2K -922.0 (-11.4%) 0.00% 0.000 pp 0.00% +0.000 pp USD16.00 -46.2% 18 qtrs
63 AMERITAS INVESTMENT PARTNERS, INC. 557.00 +— (+0.0%) 4.8K -423.0 (-8.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.93 -49.1% 18 qtrs
64 STERLING CAPITAL MANAGEMENT LLC 525.00 +21.0 (+4.2%) 4.5K -202.0 (-4.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.35 -7.9% 6 qtrs
65 AMALGAMATED BANK 427.00 +9.0 (+2.2%) 4.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.81 -41.9% 16 qtrs
66 CWM, LLC 379.00 -1.1K (-73.9%) 3.0K -11.0K (-78.6%) 0.00% -0.005 pp 0.00% +0.000 pp USD9.40 -8.4% 4 qtrs
67 CITIGROUP INC 346.00 -1.6K (-82.4%) 3.0K -15.5K (-83.8%) 0.00% -0.007 pp 0.00% +0.000 pp USD10.56 -18.5% 18 qtrs
68 COVESTOR LTD 225.00 -80.0 (-26.2%) 2.0K -1.0K (-33.3%) 0.00% 0.000 pp 0.00% -0.001 pp USD9.27 -7.1% 5 qtrs
69 OPTIVER HOLDING B.V. 216.00 +— (+0.0%) 1.9K -164.0 (-8.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.37 -8.1% 2 qtrs
70 66.00 +66.0 (+100.0%) 568.00 +568.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD8.61 +0.0% 1 qtrs NEW
71 ROTHSCHILD INVESTMENT LLC 65.00 -10.0 (-13.3%) 560.00 -143.0 (-20.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.32 -7.6% 5 qtrs
72 UBS ASSET MANAGEMENT AMERICAS INC 48.00 +48.0 (+100.0%) 413.00 +413.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.60 +0.1% 1 qtrs NEW
73 GAMMA INVESTING LLC 34.00 +— (+0.0%) 293.00 -26.0 (-8.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.41 -8.5% 3 qtrs
74 EVERSOURCE WEALTH ADVISORS, LLC 12.00 -36.0 (-75.0%) 103.00 -347.0 (-77.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.33 -7.7% 4 qtrs
75 TRUE WEALTH DESIGN, LLC 10.00 -3.0 (-23.1%) 87.00 -35.0 (-28.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.30 -7.4% 4 qtrs
76 IFP ADVISORS, INC 10.00 -3.0 (-23.1%) 86.00 -36.0 (-29.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD9.30 -7.4% 3 qtrs
77 SRS CAPITAL ADVISORS, INC. 4.00 -196.0 (-98.0%) 34.00 -1.8K (-98.2%) 0.00% -0.001 pp 0.00% +0.000 pp USD9.25 -6.9% 2 qtrs
78 FARTHER FINANCE ADVISORS, LLC 3.00 +— (+0.0%) 26.00 -2.0 (-7.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.33 -16.7% 9 qtrs
79 ALLWORTH FINANCIAL LP 1.00 +1.0 (+100.0%) 9.00 +9.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.00 +7.6% 3 qtrs
80 ADVISORY SERVICES NETWORK, LLC -7.0 (-100.0%) -66.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
81 LAZARD ASSET MANAGEMENT LLC -19.5K (-100.0%) -182.7K (-100.0%) 0.00% -0.083 pp 0.00% 0.000 pp USD 6 qtrs SOLD
82 ROBLE, BELKO & COMPANY, INC -67.0 (-100.0%) -1.0K (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 4 qtrs SOLD
83 FUTURE FINANCIAL WEALTH MANAGMENT LLC -22.0 (-100.0%) -206.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 2 qtrs SOLD
84 1832 ASSET MANAGEMENT L.P. -300.0K (-100.0%) -2.8M (-100.0%) 0.00% -1.279 pp 0.00% -0.002 pp USD 2 qtrs SOLD
85 SANDERS MORRIS HARRIS LLC -16.0K (-100.0%) -149.9K (-100.0%) 0.00% -0.068 pp 0.00% -0.020 pp USD 4 qtrs SOLD
86 CAMPBELL & CO INVESTMENT ADVISER LLC -14.4K (-100.0%) -135.4K (-100.0%) 0.00% -0.062 pp 0.00% -0.010 pp USD 3 qtrs SOLD
87 VIRTU FINANCIAL LLC -16.1K (-100.0%) -151.0K (-100.0%) 0.00% -0.069 pp 0.00% -0.008 pp USD 2 qtrs SOLD
88 BESSEMER GROUP INC -130.0 (-100.0%) -1.0K (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 6 qtrs SOLD
89 ALGERT GLOBAL LLC -14.7K (-100.0%) -138.0K (-100.0%) 0.00% -0.063 pp 0.00% -0.002 pp USD 6 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 35 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Hoya Capital High Dividend Yield ETF RIET 1.30% 1.40M 0.50%
2 iShares Mortgage Real Estate ETF REM 0.31% 1.76M 0.48%
3 iShares Micro-Cap ETF IWC 0.03% 509.1K 0.60%
4 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.01% 24.9K 0.39%
5 iShares Russell 2000 Value ETF IWN 0.01% 1.15M 0.24%
6 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 370.3K 0.30%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.1K 0.39%
8 iShares Russell 2000 ETF IWM 0.01% 4.47M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.01% 29.2K 0.36%
10 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 15.4K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
3.4K
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+3,441
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-20 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock, par value $0.01 per share 481,537 7.87 3.79M 3,652,673 I
2025-11-18 MINAMI W D Director P-Purchase A Common Stock 3,441 8.32 28.6K 58,581 D
2025-09-17 Filson Brandon Officer S-Sale D Common Stock 50,000 9.78 489.1K 70,488 D
2025-08-21 Filson Brandon Officer A-Award A Common Stock 25,290 0.00 120,488 D
2025-08-21 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock, par value $0.01 per share 595,000 9.75 5.80M 4,134,210 I
2025-08-07 Morgan Jonathan Director P-Purchase A Common Stock 5,000 9.03 45.2K 52,940 D
2025-07-01 Filson Brandon Officer A-Award A Common Stock 19,380 0.00 95,198 D
2025-06-17 Zhong Tian ce (David) Director / 10% Owner Common Stock 0 0.00 5,172,061 I
2025-05-15 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock, par value $0.01 per share 452,659 9.75 4.41M 4,729,210 I
2025-05-14 Savarese Noelle Director A-Award A Common Stock 9,881 0.00 26,244 D
2025-05-14 Parsons Landon Director A-Award A Common Stock 9,881 0.00 38,095 D
2025-05-14 Morgan Jonathan Director A-Award A Common Stock 9,881 0.00 47,940 D
2025-05-14 MINAMI W D Director A-Award A Common Stock 9,881 0.00 55,140 D
2025-05-14 JONES CRAIG B Director A-Award A Common Stock 9,881 0.00 39,571 D
2024-12-18 Morgan Jonathan Director P-Purchase A Common Stock 5,000 9.10 45.5K 38,059 D
2024-11-08 MINAMI W D Director P-Purchase A Common Stock 5,000 9.73 48.7K 45,259 D
2024-09-17 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% Owner S-Sale D Common Stock, par value $0.01 per share 500,000 10.00 5.00M 5,181,869
2024-09-05 Filson Brandon Officer S-Sale D Common Stock 22,894 11.02 252.3K 75,818
2024-09-04 Filson Brandon Officer S-Sale D Common Stock 3,084 11.17 34.4K 98,712
2024-09-03 Filson Brandon Officer S-Sale D Common Stock 677 11.23 7.6K 101,796
2024-08-30 Filson Brandon Officer S-Sale D Common Stock 1,345 11.30 15.2K 102,473
2024-08-29 Filson Brandon Officer S-Sale D Common Stock 2,000 11.46 22.9K 103,818
2024-08-23 MINAMI W D Director P-Purchase A Common Stock 5,000 11.10 55.5K 40,259
2024-08-20 Morgan Jonathan Director S-Sale D Common Stock 4,377 12.17 53.3K 33,059
2024-08-15 Morgan Jonathan Director S-Sale D Common Stock 5,623 11.99 67.4K 37,436
2024-07-25 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% Owner D-Return D Common Stock, par value $0.01 per share 1,707,922 11.71 20.00M 5,681,869
2024-07-01 Filson Brandon Officer A-Award A Common Stock 12,160 0.00 105,818
2024-05-15 Savarese Noelle Director A-Award A Common Stock 6,655 0.00 16,363
2024-05-15 Parsons Landon Director A-Award A Common Stock 6,655 0.00 28,214
2024-05-15 Morgan Jonathan Director A-Award A Common Stock 6,655 0.00 43,059
2024-05-15 MINAMI W D Director A-Award A Common Stock 6,655 0.00 35,259
2024-05-15 JONES CRAIG B Director A-Award A Common Stock 6,655 0.00 29,690
2023-11-21 Filson Brandon Officer S-Sale D Common Stock 24,371 9.85 240.2K 93,658
2023-10-18 Savarese Noelle Director 0 0.00 0
2023-07-18 Jurinich Christine Director D-Return D Common Stock 10,178 0.00 14,777
2023-07-01 Filson Brandon Officer A-Award A Common Stock 19,215 0.00 118,029
2023-05-17 Parsons Landon Director A-Award A Common Stock 10,178 0.00 21,559
2023-05-17 Morgan Jonathan Director A-Award A Common Stock 10,178 0.00 36,404
2023-05-17 MINAMI W D Director A-Award A Common Stock 10,178 0.00 28,604
2023-05-17 Jurinich Christine Director A-Award A Common Stock 10,178 0.00 24,955
2023-05-17 JONES CRAIG B Director A-Award A Common Stock 10,178 0.00 23,035
2022-12-05 Morgan Jonathan Director P-Purchase A Common Stock 4,000 6.22 24.9K 26,226
2022-11-30 Morgan Jonathan Director P-Purchase A Common Stock 4,000 7.34 29.4K 22,226
2022-11-30 Filson Brandon Officer S-Sale D Common Stock 20,000 6.90 138.0K 98,814
2022-09-28 Prabhu Sreeniwas Officer D Common Stock 0 0.00 41,521
2022-07-01 Williams Robert Joab Officer A-Award A Common Stock 24,359 0.00 221,726
2022-07-01 Filson Brandon Officer A-Award A Common Stock 10,937 0.00 118,814
2022-07-01 Black Dory Officer A-Award A Common Stock 7,457 0.00 67,152
2022-05-20 YOSELOFF ANTHONY ALEXANDER Director P-Purchase A Common Stock, par value $0.01 per share ("Common Stock") 30,410 12.99 395.0K 7,344,770
2022-05-18 Parsons Landon Director A-Award A Common Stock 6,015 0.00 11,381
2022-05-18 Morgan Jonathan Director P-Purchase A Common Stock 4,000 13.30 53.2K 18,226
2022-05-18 MINAMI W D Director A-Award A Common Stock 6,015 0.00 18,426
2022-05-18 Jurinich Christine Director A-Award A Common Stock 6,015 0.00 14,777
2022-05-18 JONES CRAIG B Director A-Award A Common Stock 6,015 0.00 12,857
2022-05-18 Filson Brandon Officer P-Purchase A Common Stock 1,900 13.37 25.4K 107,877
2022-04-01 Morgan Jonathan Director P-Purchase A Common Stock 4,000 16.40 65.6K 8,211
2022-03-30 MINAMI W D Director P-Purchase A Common Stock 100 16.27 1.6K 9,611
2022-03-11 Filson Brandon Officer A-Award A Common Stock 6,693 0.00 105,977
2022-03-10 Morgan Jonathan Director A-Award A Common Stock 4,211 0.00 4,211
2022-02-07 VPIP AO MF LLC 10% Owner J-Other D COMMON STOCK 3,107,560 0.00 0
2022-01-24 Morgan Jonathan Director 0 0.00 0
2021-11-29 Filson Brandon Officer P-Purchase A Common Stock 25 16.36 409.00 99,234
2021-11-12 Davis Nancy R Director D-Return D Common Stock 4,211 0.00 0
2021-09-30 Parsons Landon Director A-Award A Common Stock 1,155 16.93 19.6K 5,366
2021-09-20 Jurinich Christine Director P-Purchase A Common Stock 1,000 16.55 16.6K 8,762
2021-09-01 MINAMI W D Director P-Purchase A Common Stock 4,500 17.75 79.9K 8,711
2021-06-23 Jurinich Christine Director P-Purchase A Common Stock 350 17.95 6.3K 7,762
2021-06-21 Williams Robert Joab Officer A-Award A Common Stock 197,367 0.00 197,367
2021-06-21 VPIP AO MF LLC 10% Owner D Common Stock 0 0.00 3,107,560
2021-06-21 Project Atlanta GP LLC Director J-Other A Common Stock 5,172,061 0.00 5,172,061
2021-06-21 Parsons Landon Director A-Award A Common Stock 4,211 0.00 4,211
2021-06-21 NHTV Atlanta Holdings LP 10% Owner 0 0.00 0
2021-06-21 MINAMI W D Director A-Award A Common Stock 4,211 0.00 4,211
2021-06-21 Jurinich Christine Director P-Purchase A Common Stock 570 18.08 10.3K 7,412
2021-06-21 JONES CRAIG B Director A-Award A Common Stock 6,842 0.00 6,842
2021-06-21 Filson Brandon Officer A-Award A Common Stock 98,684 0.00 98,684
2021-06-21 Fierman Michael Director / 10% Owner P-Purchase A Common Stock 25,000 19.00 475.0K 66,521
2021-06-21 Davis Nancy R Director A-Award A Common Stock 4,211 0.00 4,211
2021-06-21 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% Owner I Common Stock, par value $0.01 per share 0 0.00 7,304,360
2021-06-21 Black Dory Officer A-Award A Common Stock 57,895 0.00 57,895
2021-06-21 Angel Oak Mortgage Fund, LP 10% Owner J-Other D Common Stock 15,724,050 0.00 0
2021-06-16 Williams Robert Joab Officer 0 0.00 0
2021-06-16 Shankar Vikram Director 0 0.00 0
2021-06-16 PECK MICHAEL D Director 0 0.00 0
2021-06-16 MINAMI W D Director 0 0.00 0
2021-06-16 Jurinich Christine Director 0 0.00 0
2021-06-16 JONES CRAIG B Director 0 0.00 0
2021-06-16 Filson Brandon Officer 0 0.00 0
2021-06-16 Fierman Michael Director / 10% Owner I Common Stock 0 0.00 1,000
2021-06-16 Cummings Edward McLean Director 0 0.00 0
2021-06-16 Black Dory Officer 0 0.00 0
2021-06-16 Angel Oak Mortgage Fund, LP 10% Owner D Common Stock 0 0.00 1,000

Executive team

Top executives
EBIT / Employee
490.4K
Shares Outstanding
24.91M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brandon Filson Chief Financial Officer and Treasurer 425.0K 143.8K 546.1K 306.2K 65.2K 1.49M 36.74%
2 2025 Sreeniwas Prabhu Chief Executive Officer and President 742.1K 742.1K 100.00%
3 2024 Brandon Filson Chief Financial Officer and Treasurer 425.0K 116.9K 475.0K 290.6K 70.5K 1.38M 34.47%
4 2024 Brandon Filson Chief Financial and Treasurer 425.0K 116.9K 475.0K 290.6K 70.5K 1.38M 34.47%
5 2024 Sreeniwas Prabhu Chief Executive Officer and President 3.4K 3.4K 0.00%
6 2023 Brandon Filson Chief Financial and Treasurer 425.0K 132.9K 158.3K 228.1K 101.9K 1.05M 15.13%
7 2023 Dory Black General Counsel 30.6K 14.7K 45.4K 0.00%
8 2023 Sreeniwas Prabhu Chief Executive Officer and President 10.1K 10.1K 0.00%
9 2022 Brandon Filson Chief Financial and Treasurer 375.0K 265.0K 246.7K 169.0K 1.06M 23.37%
10 2022 Robert Williams Former Chief Executive Officer and President 700.0K 326.7K 1.03M 31.82%
11 2022 Dory Black General Counsel 100.0K 110.0K 100.0K 87.6K 397.6K 25.15%
12 2022 Sreeniwas Prabhu Chief Executive Officer and President 22.3K 22.3K 0.00%
13 2021 Robert Williams Chief Executive Officer and President 551.0K 3.75M 4.30M 87.19%
14 2021 Robert Williams Former Chief Executive Officer and President 551.0K 3.75M 4.30M 87.19%
15 2021 Brandon Filson Chief Financial and Treasurer 317.7K 390.6K 1.87M 2.58M 72.58%
16 2021 Dory Black General Counsel 100.0K 110.0K 1.10M 1.31M 83.97%
17 2020 Brandon Filson Chief Financial and Treasurer 250.0K 227.0K 477.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-01 DEFA14A
2026-04-01 DEF 14A
2025-04-03 DEFA14A
2025-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-27 8-K
2026-04-21 8-K
2026-04-01 DEFA14A
2026-04-01 DEF 14A
2026-04-01 ARS
2026-03-24 SC 13D/A
2026-03-24 4
2026-03-12 8-K

Executive team

NameTitleCompensationGender
Brandon Robert Filson Treasurer & Chief Financial Officer 940.2K male
Sreeniwas Vikram Prabhu President & Chief Executive Officer 3.4K male
Chris Price Controller & Head of SEC Reporting male
Jeanine Joseph Corporate Secretary
Kelleher Head of Corporate Finance & Investor Relations
Namit Sinha Chief Investment Officer of Private Strategies male
ESG Rating
B
REIT - MORTGAGE
2026
E (Environmental)
77.5 / 72.2
Company / Sector avg.
S (Social)
76.3 / 79.0
Company / Sector avg.
G (Governance)
76.4 / 75.2
Company / Sector avg.
ESG Total
76.8 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits