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Cherry Hill Mortgage Investment Corporation (CHMI)

USD2.32 +0.02 (+0.65%)
US NYSE Real Estate REIT - Mortgage
Address 1451 Route 34 7727
Farmingdale, NJ, US
CEO Jeffrey Lown
IPO 2013-10-04
CIK 1571776 ISIN US1646511014

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Also trades on New York Stock Exchange · CHMI (USD) New York Stock Exchange · CHMI-PA (USD) New York Stock Exchange · CHMI-PB (USD)
Description

Cherry Hill Mortgage Investment Corporation (CHMI) is a financial entity specializing in residential real estate, dedicated to the acquisition, investment, and oversight of home loan-backed assets across the United States. The company structures its operations across distinct divisions, including Investments in Residential Mortgage-Backed Securities (RMBS), Investments in Servicing Related Assets, and an "All Other" segment. It actively manages a diverse portfolio composed of both RMBS and assets linked to mortgage servicing. For federal income tax purposes, Cherry Hill Mortgage Investment Corporation holds the designation of a real estate investment trust. This status generally exempts the company from federal corporate income taxes, contingent on its distribution of at least 90% of its taxable profits to its investors. Established in 2012, CHMI is headquartered in Farmingdale, New Jersey.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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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
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.32 +0.02 (+0.65%)
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Volume Profile
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Liquidity & share structure
Average Volume
197.7K
Beta
1.02
Float Shares
36.38M
Free Float %
99.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% -3.36% +1.17% +9.28% +1.57% -15.64% -48.81% -70.57% -82.25% -86.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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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 (11 ratings, all time) Buy
Price Targets & DCF
Current price
2.32
Low 3.00 +29.6%
Consensus 3.00 +29.6%
Median 3.00 +29.6%
High 3.00 +29.6%
DCF (Unlevered) 55.57 +2,300.5%
DCF (Levered) 51.25 +2,113.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
3.00
+29.6%
All Time 1
3.00
+29.6%
Quality scores
Altman Z-Score
-0.15
Distress
Piotroski F-Score
7 / 9
Strong
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
5 / 5
High
Operational MOAT
  • Revenue growth
    +204.8% Q1'26: +952.4% (vs Q1'25)
  • EPS growth
    -246.4% Q1'26: +82.8% (vs Q1'25)
  • FCF margin
    Q1'26: +48.5% (vs Q1'25)
  • EBIT margin
    Q1'26: +49.1% (vs Q1'25)
  • ROIC
    Q1'26: +15.6% (vs Q1'25)
  • Share dilution
    -317.7% Q1'26: +15.5% (vs Q1'25)
  • Debt / EBITDA
    21.77× Q1'26: 2.81× (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 (1.07) × ERP
WACC = -16% × Ke + 116% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 52.48 Current price: 2.32
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
18.88M
est: 15.61M (+20.9%)
31.93M
est: 26.00M (+22.8%)
56.78M
est: 43.70M (+29.9%)
49.05M
est: 102.36M (-52.1%)
-47.28M
est: 22.74M (-307.9%)
-56.47M
est: -58.00M (+2.6%)
28.14M
est: 29.11M (-3.3%)
40.19M
est: 85.32M (-52.9%)
-21.20M
est: 24.67M (-185.9%)
34.58M
est: 25.82M (+33.9%)
105.39M
est: 21.90M (+381.2%)
44.05M
38.81M – 49.29M
+101.1% YoY
46.25M
40.74M – 51.76M
+5.0% YoY
EBITDA
19.09M
29.51M
52.14M
53.48M
est: -10.32M (+100.0%)
est: 35.26M (-100.0%)
est: 2.76M (-100.0%)
est: 2.89M (-100.0%)
58.92M
est: 2.45M (+2,306.1%)
4.93M
4.34M – 5.51M
+101.1% YoY
5.17M
4.56M – 5.79M
+5.0% YoY
EBIT
19.00M
33.51M
68.50M
53.48M
est: -243.7K (+100.0%)
est: 2.76M (-100.0%)
est: 2.89M (-100.0%)
58.92M
est: 2.45M (+2,306.1%)
4.93M
4.34M – 5.51M
+101.1% YoY
5.17M
4.56M – 5.79M
+5.0% YoY
Net Income
13.21M
est: 54.51M (-75.8%)
24.83M
est: 65.20M (-61.9%)
47.36M
est: 67.97M (-30.3%)
37.29M
est: 64.06M (-41.8%)
-49.86M
est: -39.95M (-24.8%)
-52.24M
est: 49.67M (-205.2%)
12.28M
est: 31.52M (-61.0%)
21.74M
est: -18.45M (+217.8%)
-34.79M
est: 34.27M (-201.5%)
11.97M
est: -27.57M (+143.4%)
6.83M
est: -31.28M (+121.8%)
-35.32M
-40.78M – -29.85M
-12.9% YoY
-40.36M
-46.61M – -34.12M
-14.3% YoY
SGA
5.86M
est: 1.42M (+313.1%)
6.23M
est: 2.36M (+163.5%)
8.16M
est: 3.97M (+105.4%)
9.89M
est: 9.31M (+6.2%)
13.33M
est: 11.69M (+14.0%)
15.51M
est: -5.27M (+394.1%)
14.83M
est: 2.65M (+460.1%)
12.93M
est: 10.78M (+19.9%)
13.73M
est: 3.60M (+281.5%)
18.26M
est: 3.77M (+384.8%)
est: 3.19M (-100.0%)
6.43M
5.66M – 7.19M
+101.1% YoY
6.75M
5.94M – 7.55M
+5.0% YoY
EPS
1.76
est: 1.76 (-0.2%)
3.31
est: 2.11 (+56.9%)
3.98
est: 2.20 (+80.9%)
2.55
est: 2.07 (+23.0%)
-2.59
est: 1.97 (-231.5%)
-3.67
est: 1.61 (-328.3%)
0.14
est: 1.02 (-86.3%)
0.60
est: 1.16 (-48.3%)
-1.70
est: -0.51 (-233.7%)
0.07
est: 0.39 (-82.3%)
-0.10
est: 0.47 (-121.5%)
0.53
0.44 – 0.61
+12.9% YoY
0.60
0.51 – 0.69
+14.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 A- 4/5 5/5 3/5 3/5 1/5 3/5 5/5
2026-05-06 A- 4/5 5/5 3/5 3/5 1/5 3/5 5/5
2026-05-05 A- 4/5 5/5 3/5 3/5 1/5 3/5 5/5
2026-05-04 A- 4/5 5/5 3/5 3/5 1/5 3/5 5/5
2026-05-01 B+ 3/5 5/5 2/5 3/5 1/5 3/5 5/5
2026-04-30 B+ 3/5 5/5 2/5 3/5 1/5 3/5 5/5
2026-04-29 B+ 3/5 5/5 2/5 3/5 1/5 3/5 5/5
2026-04-28 B+ 3/5 5/5 2/5 3/5 1/5 3/5 5/5
2026-04-27 B+ 3/5 5/5 2/5 3/5 1/5 3/5 5/5
2026-04-24 A- 4/5 5/5 2/5 4/5 1/5 3/5 5/5
2026-04-23 A- 4/5 5/5 2/5 4/5 1/5 3/5 5/5
2026-04-22 A- 4/5 5/5 2/5 4/5 1/5 3/5 5/5
2026-04-21 A- 4/5 5/5 2/5 4/5 1/5 3/5 5/5
2026-04-20 A- 4/5 5/5 2/5 4/5 1/5 3/5 5/5
2026-04-17 A- 4/5 5/5 2/5 4/5 1/5 3/5 5/5
2026-04-16 A- 4/5 5/5 2/5 4/5 1/5 3/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
10.50B
OE per share TTM
340.75
Owner's Yield
11,075.82%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
-23,018.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
15
Total invested
382.8K
Insider transactions (90d)
3
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 13-3127734 790.0K 4.41% 790.0K 790.0K HC Delaware 2022-02-10
2 26-0385758 790.0K 4.41% 790.0K 790.0K IA Delaware 2022-02-10
3 (1) BlackRock, Inc. 770.4K 4.50% 770.4K 770.4K HC Delaware 2021-07-12
4 Jacobs Asset Management, LLC 472.0K 6.27% 472.0K 472.0K IA, OO United States 2017-02-14
5 Sy Jacobs 472.0K 6.27% 472.0K 472.0K HC, IN United States 2017-02-14
6 The Vanguard Group 425.8K 5.65% 2.7K 423.1K 2.7K IA Pennsylvania 2017-02-10
7 2. 10.00 2.30% 176.0K HC, IN Delaware 2015-02-17
8 94-3342119 0.00% IA Delaware 2016-02-03
9 BP Master Fund, L.P. 0.00% PN Delaware 2015-02-17
10 Boston Provident Administration, Inc. 0.00% OO Delaware 2015-02-17
11 Boston Provident, L.P. 0.00% IA Delaware 2015-02-17
12 Orange Capital, LLC 0.00% IA, OO Delaware 2015-01-29
13 Orin S. Kramer 0.00% IN Delaware 2015-02-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
15
-33 vs prev Q
New positions
4
Closed positions
37
Increased
6
Reduced
3
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 VANGUARD GROUP INC 1.56M +37.6K (+2.5%) 3.98M +339.8K (+9.3%) 4.32% -0.269 pp 0.00% +0.000 pp USD7.87 -67.6% 49 qtrs
2 SUMMIT FINANCIAL, LLC 1.01M +520.3K (+106.1%) 2.68M +1.5M (+128.5%) 2.80% +1.320 pp 0.04% +0.022 pp USD2.48 +2.8% 3 qtrs
3 RENAISSANCE TECHNOLOGIES LLC 622.4K -193.4K (-23.7%) 1.59M -362.8K (-18.6%) 1.72% -0.735 pp 0.00% 0.000 pp USD7.66 -66.7% 44 qtrs
4 CITADEL ADVISORS LLC 616.2K -100.0K (-14.0%) 1.57M -140.5K (-8.2%) 1.71% -0.452 pp 0.00% +0.000 pp USD2.73 -6.6% 3 qtrs
5 BLACKROCK, INC. 437.4K +7.5K (+1.7%) 1.12M +87.8K (+8.5%) 1.21% -0.085 pp 0.00% +0.000 pp USD3.58 -28.8% 6 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 397.3K +15.5K (+4.1%) 1.01M +100.6K (+11.0%) 1.10% -0.051 pp 0.00% +0.000 pp USD7.94 -67.9% 49 qtrs
7 TWO SIGMA ADVISERS, LP 228.6K -65.7K (-22.3%) 583.0K -120.4K (-17.1%) 0.63% -0.254 pp 0.00% 0.000 pp USD3.55 -28.2% 34 qtrs
8 TWO SIGMA INVESTMENTS, LP 206.4K -54.4K (-20.9%) 526.3K -96.9K (-15.6%) 0.57% -0.214 pp 0.00% 0.000 pp USD2.92 -12.7% 22 qtrs
9 PVG ASSET MANAGEMENT CORP 201.3K +146.1K (+264.7%) 513.2K +381.3K (+289.2%) 0.56% +0.391 pp 1.09% +0.605 pp USD2.59 -1.5% 3 qtrs
10 CI PRIVATE WEALTH, LLC 168.3K -66.4K (-28.3%) 429.0K -131.8K (-23.5%) 0.47% -0.241 pp 0.00% 0.000 pp USD2.73 -6.6% 13 qtrs
11 STATE STREET CORP 150.2K +15.3K (+11.3%) 398.0K +62.1K (+18.5%) 0.42% +0.009 pp 0.00% +0.000 pp USD7.30 -65.1% 35 qtrs
12 ENVESTNET ASSET MANAGEMENT INC 152.7K +135.3K (+776.5%) 389.3K +347.7K (+835.2%) 0.42% +0.370 pp 0.00% +0.000 pp USD2.57 -0.8% 3 qtrs
13 NORTHERN TRUST CORP 116.4K +2.8K (+2.5%) 296.9K +25.4K (+9.4%) 0.32% -0.020 pp 0.00% +0.000 pp USD6.72 -62.1% 47 qtrs
14 JANE STREET GROUP, LLC 41.3K -6.9K (-14.3%) 105.2K -9.8K (-8.5%) 0.11% -0.031 pp 0.00% +0.000 pp USD3.04 -16.1% 5 qtrs
15 CETERA INVESTMENT ADVISERS 37.1K +12.5K (+50.9%) 94.5K +35.8K (+61.0%) 0.10% +0.029 pp 0.00% +0.000 pp USD3.23 -21.1% 10 qtrs
16 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25.5K +6.5K (+34.3%) 65.1K +19.7K (+43.3%) 0.07% +0.013 pp 0.00% +0.000 pp USD2.68 -4.9% 3 qtrs
17 GABLES CAPITAL MANAGEMENT INC. 21.9K -1.0K (-4.5%) 55.7K +1.0K (+1.9%) 0.06% -0.009 pp 0.02% +0.000 pp USD17.25 -85.2% 32 qtrs
18 JPMORGAN CHASE & CO 20.1K +— (+0.0%) 51.2K +3.2K (+6.7%) 0.06% -0.005 pp 0.00% +0.000 pp USD2.39 +6.7% 11 qtrs
19 RITHOLTZ WEALTH MANAGEMENT 20.0K +20.0K (+100.0%) 51.0K +51.0K (+100.0%) 0.06% +0.055 pp 0.00% +0.001 pp USD2.55 +0.0% 3 qtrs
20 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 19.4K -3.0K (-13.3%) 49.0K -4.0K (-7.5%) 0.05% -0.014 pp 0.00% +0.000 pp USD3.28 -22.3% 6 qtrs
21 ADVISOR GROUP HOLDINGS, INC. 16.6K +16.0K (+2,666.7%) 42.3K +40.8K (+2,699.5%) 0.05% +0.044 pp 0.00% +0.000 pp USD2.54 +0.4% 2 qtrs
22 GOLDMAN SACHS GROUP INC 16.5K -37.4K (-69.3%) 42.1K -86.6K (-67.3%) 0.05% -0.117 pp 0.00% +0.000 pp USD2.39 +6.7% 2 qtrs
23 ATRIA INVESTMENTS, INC 14.9K +14.9K (+100.0%) 38.0K +38.0K (+100.0%) 0.04% +0.041 pp 0.00% +0.000 pp USD2.55 +0.0% 1 qtrs NEW
24 MEMBERS TRUST CO 13.0K +— (+0.0%) 33.2K +2.1K (+6.7%) 0.04% -0.003 pp 0.00% +0.000 pp USD3.63 -29.8% 6 qtrs
25 UBS GROUP AG 12.8K +12.3K (+2,298.5%) 32.6K +31.3K (+2,458.8%) 0.04% +0.034 pp 0.00% +0.000 pp USD2.58 -1.2% 45 qtrs
26 GLADSTONE INSTITUTIONAL ADVISORY LLC 12.6K -3.5K (-21.6%) 32.3K -6.3K (-16.4%) 0.04% -0.014 pp 0.00% 0.000 pp USD2.73 -6.6% 3 qtrs
27 GLENVIEW TRUST CO 12.5K +— (+0.0%) 31.9K +2.0K (+6.7%) 0.03% -0.003 pp 0.00% +0.000 pp USD2.73 -6.6% 3 qtrs
28 MORGAN STANLEY 12.0K +1.0 (+0.0%) 30.5K +1.9K (+6.7%) 0.03% -0.003 pp 0.00% +0.000 pp USD4.61 -44.7% 49 qtrs
29 NAVITER WEALTH, LLC 11.0K +11.0K (+100.0%) 29.2K +29.2K (+100.0%) 0.03% +0.030 pp 0.00% +0.004 pp USD2.55 +0.0% 1 qtrs NEW
30 SKYOAK WEALTH, LLC 11.0K +— (+0.0%) 28.1K +1.8K (+6.7%) 0.03% -0.003 pp 0.01% +0.000 pp USD7.72 -67.0% 16 qtrs
31 GLOBAL RETIREMENT PARTNERS, LLC 10.5K +— (+0.0%) 26.9K +1.7K (+6.7%) 0.03% -0.003 pp 0.00% 0.000 pp USD2.73 -6.6% 3 qtrs
32 XTX TOPCO LTD 10.5K +10.5K (+100.0%) 26.7K +26.7K (+100.0%) 0.03% +0.029 pp 0.00% +0.001 pp USD2.55 +0.0% 1 qtrs NEW
33 INTEGRATED WEALTH CONCEPTS LLC 10.0K -2.7K (-21.0%) 25.5K -4.8K (-15.7%) 0.03% -0.011 pp 0.00% +0.000 pp USD2.73 -6.6% 3 qtrs
34 ROYAL BANK OF CANADA 8.2K -75.7K (-90.2%) 21.0K -180.0K (-89.6%) 0.02% -0.230 pp 0.00% +0.000 pp USD2.73 -6.6% 7 qtrs
35 NISA INVESTMENT ADVISORS, LLC 4.2K -937.0 (-18.1%) 11.2K -1.7K (-12.9%) 0.01% -0.004 pp 0.00% +0.000 pp USD8.02 -68.2% 32 qtrs
36 SUNBELT SECURITIES, INC. 4.0K +— (+0.0%) 10.2K +640.0 (+6.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD5.52 -53.8% 12 qtrs
37 ALLWORTH FINANCIAL LP 3.9K +— (+0.0%) 9.9K +620.0 (+6.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD2.73 -6.6% 3 qtrs
38 ROCKEFELLER CAPITAL MANAGEMENT L.P. 1.4K +58.0 (+4.3%) 3.6K +365.0 (+11.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD2.40 +6.3% 2 qtrs
39 SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC 1.2K +— (+0.0%) 3.1K +192.0 (+6.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.30 -22.7% 4 qtrs
40 MCF ADVISORS LLC 1.0K +1.0K (+100.0%) 2.7K +2.7K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD2.55 +0.0% 1 qtrs NEW
41 UMB BANK, N.A. 1.0K +— (+0.0%) 2.6K +163.0 (+6.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.27 -69.2% 17 qtrs
42 GROUP ONE TRADING, L.P. 1.0K +— (+0.0%) 2.6K +160.0 (+6.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.30 -22.7% 4 qtrs
43 TOWER RESEARCH CAPITAL LLC (TRC) 799.00 -6.7K (-89.3%) 2.0K -15.8K (-88.6%) 0.00% -0.020 pp 0.00% 0.000 pp USD2.39 +6.7% 12 qtrs
44 FMR LLC 248.00 +— (+0.0%) 632.00 +39.0 (+6.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.56 -28.4% 16 qtrs
45 VERSANT CAPITAL MANAGEMENT, INC 66.00 +— (+0.0%) 168.00 +10.0 (+6.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.73 -6.6% 3 qtrs
46 BANK OF AMERICA CORP /DE/ 32.00 -6.7K (-99.5%) 82.00 -16.1K (-99.5%) 0.00% -0.020 pp 0.00% +0.000 pp USD2.53 +0.8% 39 qtrs
47 WELLS FARGO & COMPANY/MN 16.00 +15.0 (+1,500.0%) 42.00 +41.0 (+4,100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.50 +2.0% 4 qtrs
48 COLONIAL TRUST ADVISORS -10.0K (-100.0%) -23.9K (-100.0%) 0.00% -0.030 pp 0.00% -0.002 pp USD 2 qtrs SOLD
49 CENTRAL TRUST CO -400.0 (-100.0%) -956.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
50 BARCLAYS PLC -14.2K (-100.0%) -51.6K (-100.0%) 0.00% -0.043 pp 0.00% +0.000 pp USD 6 qtrs SOLD
51 ADVISORY SERVICES NETWORK, LLC -9.7K (-100.0%) -23.3K (-100.0%) 0.00% -0.029 pp 0.00% 0.000 pp USD 2 qtrs SOLD
52 RAYMOND JAMES FINANCIAL INC -20.5K (-100.0%) -48.9K (-100.0%) 0.00% -0.062 pp 0.00% +0.000 pp USD 3 qtrs SOLD
53 -100.0 (-100.0%) -239.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
54 PALLAS CAPITAL ADVISORS LLC -12.0K (-100.0%) -28.7K (-100.0%) 0.00% -0.036 pp 0.00% -0.001 pp USD 2 qtrs SOLD
55 MARSHALL WACE, LLP -69.3K (-100.0%) -165.7K (-100.0%) 0.00% -0.209 pp 0.00% 0.000 pp USD 4 qtrs SOLD
56 SIMPLEX TRADING, LLC -2.4K (-100.0%) -5.0K (-100.0%) 0.00% -0.007 pp 0.00% +0.000 pp USD 4 qtrs SOLD
57 INVESCO LTD. -24.1K (-100.0%) -57.7K (-100.0%) 0.00% -0.073 pp 0.00% +0.000 pp USD 38 qtrs SOLD
58 ACADIAN ASSET MANAGEMENT LLC -13.5K (-100.0%) -32.0K (-100.0%) 0.00% -0.041 pp 0.00% 0.000 pp USD 2 qtrs SOLD
59 D. E. SHAW & CO., INC. -37.0K (-100.0%) -88.5K (-100.0%) 0.00% -0.112 pp 0.00% +0.000 pp USD 3 qtrs SOLD
60 TRUE NORTH ADVISORS, LLC -10.1K (-100.0%) -24.1K (-100.0%) 0.00% -0.030 pp 0.00% -0.004 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 4 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 280.0K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 961.2K 0.05%
3 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 5.4K 0.03%
4 Vanguard Total Stock Market ETF VTI 0.00% 2.53M 0.03%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
350.4K
Shares disposed
Cash buys
Cash sales
Net activity
+350,380
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
2026-04-21 Patel Apeksha Officer A-Award A Restricted Stock Units 75,758 0.00 98,091 D
2026-04-21 Lown Jeffrey B Director / Officer A-Award A Restricted Stock Units 170,455 0.00 170,455 D
2026-04-21 Evans Julian Officer A-Award A Restricted Stock Units 104,167 0.00 104,167 D
2026-02-10 Healey Susan S Officer A-Award A Restricted Stock Units 24,414 0.00 24,414 D
2025-12-10 Cook Sharon L Director S-Sale D Common Stock, par value $0.01 per share 7,427 2.49 18.5K 48,716 D
2025-07-29 Healey Susan S 0 0.00 0
2025-06-30 Murin Joseph J Director A-Award A Common Stock, par value $0.01 per share 36,630 0.00 114,764 D
2025-06-30 Mercer Robert C JR Director A-Award A Common Stock, par value $0.01 per share 36,630 0.00 104,805 D
2025-06-30 Hoffman Dale S Director A-Award A Common Stock, par value $0.01 per share 36,630 0.00 36,630 D
2025-06-30 Cook Sharon L Director A-Award A Common Stock, par value $0.01 per share 36,630 0.00 56,143 D
2025-06-22 Patel Apeksha Officer Common Stock, $0.01 par value 0 0.00 6,907 D
2025-03-25 Cook Sharon L Director S-Sale D Common Stock, par value $0.01 per share 13,000 3.64 47.3K 19,513 D
2025-03-11 Hoffman Dale S 0 0.00 0
2024-11-22 Lown Jeffrey B Director / Officer P-Purchase A Common Stock par value $0.01 per share 10,000 2.58 25.8K 40,128 D
2024-06-26 Hutchby Michael Andrew Officer A-Award A Commom Stock par value $0.01 per share 7,712 0.00 7,712
2024-06-14 Murin Joseph J Director A-Award A Common Stock, par value $0.01 per share 18,568 0.00 78,134
2024-06-14 Mercer Robert C JR Director A-Award A Common Stock, par value $0.01 per share 18,568 0.00 68,175
2024-06-14 Cook Sharon L Director A-Award A Common Stock, par value $0.01 per share 18,568 0.00 32,513
2024-01-16 Lown Jeffrey B Director / Officer A-Award A LTIP 11,700 0.00 108,550
2024-01-16 Hutchby Michael Andrew Officer A-Award A LTIP Units 15,600 0.00 71,400
2024-01-16 Evans Julian Officer A-Award A LTIP Units 14,625 0.00 78,475
2023-11-10 Lown Jeffrey B Director / Officer P-Purchase A Commom Stock par value $0.01 per share 8,621 3.47 29.9K 30,128
2023-06-29 Murin Joseph J Director A-Award A Common Stock, par value $0.01 per share 13,945 0.00 59,566
2023-06-29 Mercer Robert C JR Director A-Award A Common Stock, par value $0.01 per share 13,945 0.00 49,607
2023-06-29 Cook Sharon L Director A-Award A Common Stock, par value $0.01 per share 13,945 0.00 13,945
2023-06-20 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 6,000 4.79 28.8K 21,507
2023-03-08 Cook Sharon L 0 0.00 0
2023-01-10 Lown Jeffrey B Director A-Award A LTIP Units 19,100 0.00 96,850
2023-01-10 Hutchby Michael Andrew Director / Officer A-Award A LTIP Units 12,300 0.00 55,800
2023-01-10 Evans Julian Director / Officer A-Award A LTIP Units 12,300 0.00 63,850
2022-09-29 Lown Jeffrey B Director P-Purchase A Common Stock, par value $0.01 per share 1,500 5.13 7.7K 15,264
2022-06-17 Murin Joseph J Director A-Award A Common Stock, par value $0.01 per share 11,147 0.00 45,621
2022-06-17 Mercer Robert C JR Director A-Award A Common Stock, Par value $0.01 per share 11,147 0.00 35,662
2022-06-17 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 11,147 0.00 29,358
2022-01-03 Lown Jeffrey B Director / Officer A-Award A LTP Units 12,500 0.00 77,750
2022-01-03 Hutchby Michael Andrew Officer A-Award A LTIP Units 8,000 0.00 43,500
2022-01-03 Evans Julian Officer A-Award A LTIP Units 8,000 0.00 51,550
2021-06-16 Murin Joseph J Director A-Award A Common Stock, par value $0.01 per share 6,738 0.00 34,394
2021-06-16 Mercer Robert C JR Director A-Award A Common Stock, Par value $0.01 per share 6,738 0.00 23,894
2021-06-16 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 6,738 0.00 17,940
2021-01-02 Hutchby Michael Andrew Officer A-Award A LTIP Units 7,000 0.00 35,500
2021-01-02 Evans Julian Officer A-Award A LTIP Units 6,800 0.00 43,550
2020-11-14 Lowrie Regina Director S-Sale D Common Stock, par value $.01 per share 11,186 8.92 99.8K 11,202
2020-06-17 Murin Joseph J Director A-Award A Common Stock, par value $0.01 per share 7,408 0.00 27,656
2020-06-17 Mercer Robert C JR Director A-Award A Common Stock, par value $0.01 per share 7,408 0.00 17,156
2020-06-17 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 7,408 0.00 22,388
2020-03-12 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 650 9.82 6.4K 13,168
2020-03-09 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 620 12.85 8.0K 12,518
2020-03-09 Evans Julian Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 12.91 12.9K 5,250
2020-03-05 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 14.86 14.9K 11,898
2020-01-02 Lown Jeffrey B Director / Officer A-Award A LTP Units 7,500 0.00 65,250
2020-01-02 Hutchby Michael Andrew Officer A-Award A LTIP Units 4,750 0.00 28,500
2020-01-02 Evans Julian Officer A-Award A LTP Units 4,750 0.00 36,750
2019-07-26 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 48 15.43 735.00 10,898
2019-06-12 Murin Joseph J Director A-Award A Common Stock, par value $0.01 per share 4,263 0.00 20,248
2019-06-12 Mercer Robert C JR Director A-Award A Common Stock, par value $0.01 per share 4,263 0.00 9,748
2019-06-12 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 4,263 0.00 14,980
2019-06-12 Hutchby Michael Andrew Officer D LTIP Units 23,750 0.00 0
2019-06-05 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 750 16.38 12.3K 10,850
2019-06-05 Evans Julian Officer P-Purchase A Common Stock, par value $0.01 per share 500 16.32 8.2K 4,250
2019-05-31 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 750 16.30 12.2K 10,100
2019-05-14 Levine Martin Officer G-Gift D Common Stock, $0.01 par value 1,000 17.17 17.2K 26,517
2019-03-26 Levine Martin Officer M-Exempt D Common Units 6,000 0.00 0
2019-01-02 Lown Jeffrey B Director / Officer A-Award A LTP Units 12,000 0.00 57,750
2019-01-02 Levine Martin Officer A-Award A LTIP Units 8,000 0.00 24,583
2019-01-02 Evans Julian Officer A-Award A LTP Units 8,000 0.00 32,000
2018-12-31 Lowrie Regina 0 0.00 0
2018-12-31 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 2,000 17.42 34.8K 9,350
2018-12-31 Levine Martin 0 0.00 0
2018-06-13 Murin Joseph J Director A-Award A Common Stock, par value $.01 per share 2,752 0.00 15,985
2018-06-13 Mercer Robert C JR Director A-Award A Common Stock, par value $.01 per share 2,752 0.00 5,485
2018-06-13 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 2,752 0.00 11,263
2018-06-13 Lown Jeffrey B Director / Officer A-Award A LTP Units 8,500 0.00 25,331
2018-06-13 Levine Martin Officer A-Award A LTIP Units 5,750 0.00 16,583
2018-06-13 Evans Julian Officer A-Award A LTP Units 5,250 0.00 24,000
2017-12-31 Lowrie Regina 0 0.00 0
2017-09-07 Levine Martin Officer M-Exempt A Common Stock, par value $0.01 per share 12,917 0.00 29,517
2017-08-10 Evans Julian Officer P-Purchase A 8.20% Series A Cumulative Redeemable Preferred Stock 800 25.00 20.0K 800
2017-07-31 Murin Joseph J Director C-Conversion A Common Units 2,500 0.00 2,500
2017-07-20 Lown Jeffrey B Director / Officer M-Exempt A Common Units 20,417 0.00 20,417
2017-07-13 Levine Martin Officer M-Exempt A Common Units 12,917 0.00 12,917
2017-06-19 Lown Jeffrey B Director / Officer A-Award A LTP Units 7,500 0.00 37,250
2017-06-19 Levine Martin Officer A-Award A LTIP Units 5,000 0.00 23,750
2017-06-19 Evans Julian Officer A-Award A LTP Units 4,500 0.00 18,750
2017-06-14 Murin Joseph J Director A-Award A Common Stock, par value $.01 per share 2,733 0.00 13,233
2017-06-14 Mercer Robert C JR Director A-Award A Common Stock, par value $.01 per share 2,733 0.00 2,733
2017-06-14 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 2,733 0.00 9,053
2017-03-24 Levine Martin Officer P-Purchase A Common Stock, par value $0.01 per share 2,000 16.48 33.0K 16,600
2017-03-24 Evans Julian Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 16.50 16.5K 3,250
2017-03-23 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 750 16.50 12.4K 7,350
2017-03-15 Mercer Robert C JR Director D Common Stock, par value $0.01 per share 0 0.00 0
2016-11-18 Lown Jeffrey B Director / Officer P-Purchase A Common Stock, par value $0.01 per share 500 17.04 8.5K 6,600
2016-11-18 Levine Martin Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 17.16 17.2K 14,600
2016-06-15 Murin Joseph J Director A-Award A Common Stock, par value $.01 per share 3,155 0.00 10,500
2016-06-15 Middleman Stanley C. Director / 10% Owner A-Award A LTIP Units 5,000 0.00 20,000
2016-06-15 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 3,155 0.00 6,320
2016-06-15 Lown Jay Director / Officer A-Award A LTP Units 7,000 0.00 29,750
2016-06-15 Levine Martin Officer A-Award A LTIP Units 4,500 0.00 18,750
2016-06-15 KISLAK JONATHAN Director A-Award A Common Stock, par value $.01 per share 3,155 0.00 34,501
2016-06-15 Evans Julian Officer A-Award A LTP Units 3,750 0.00 14,250
2016-05-13 Levine Martin Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 14.72 14.7K 13,600
2016-05-13 Evans Julian Officer P-Purchase A Common Stock, par value $0.01 per share 500 14.74 7.4K 2,250
2016-04-04 Evans Julian Officer D Common Stock, $0.01 par value 0 0.00 1,750
2015-09-10 Murin Joseph J Director A-Award A Common Stock, par value $.01 per share 3,165 0.00 7,346
2015-09-10 Middleman Stanley C. Director / 10% Owner A-Award A LTIP Units 5,000 0.00 15,000
2015-09-10 Lowrie Regina Director A-Award A Common Stock, par value $.01 per share 3,165 0.00 3,165
2015-09-10 Lown Jay Director / Officer A-Award A LTP Units 7,000 0.00 22,750
2015-09-10 Levine Martin Officer A-Award A LTIP Units 4,250 0.00 14,250
2015-09-10 KISLAK JONATHAN Director A-Award A Common Stock, par value $.01 per share 3,165 0.00 31,346
2015-08-14 Levine Martin Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 16.21 16.2K 12,600
2015-06-10 Lowrie Regina Director D Common Stock, par value $0.01 per share 0 0.00 0
2015-05-14 Lown Jay Director / Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 17.80 17.8K 6,100
2015-05-14 Levine Martin Officer P-Purchase A Common Stock, par value $0.01 per share 1,000 17.90 17.9K 11,600
2014-08-25 Levine Martin Officer P-Purchase A Common Stock, par value $0.01 per share 1,500 19.78 29.7K 10,600
2014-06-10 Middleman Stanley C. Director / 10% Owner A-Award A LTIP Units 5,000 0.00 10,000
2014-06-10 Lown Jay Director / Officer A-Award A LTIP Units 7,000 0.00 15,750
2014-06-10 Levine Martin Officer A-Award A LTIP Units 5,000 0.00 10,000
2014-05-16 Murin Joseph J Director P-Purchase A Common Stock, par value $0.1 per share 1,000 18.96 19.0K 4,181
2014-05-16 Lown Jay Director / Officer P-Purchase A Common Stock, par value $0.01 per share 1,350 18.87 25.5K 5,100
2014-05-16 Levine Martin Officer P-Purchase A Common Stock, par value $0.01 per share 3,200 19.00 60.8K 9,100
2014-01-27 Salcetti Robert A Director A-Award A Common Stock, par value $.01 per share 3,181 0.00 3,181
2014-01-27 Murin Joseph J Director A-Award A Common Stock, par value $.01 per share 3,181 0.00 3,181
2014-01-27 KISLAK JONATHAN Director A-Award A Common Stock, par value $.01 per share 3,181 0.00 28,181
2013-10-09 Salcetti Robert A Director D LTIP Units 2,500 0.00 0
2013-10-09 Murin Joseph J Director D LTIP Units 2,500 0.00 0
2013-10-09 Middleman Stanley C. Director / 10% Owner A-Award A LTIP Units 5,000 0.00 5,000
2013-10-09 Lown Jay Director / Officer P-Purchase A Common Stock 3,750 20.00 75.0K 3,750
2013-10-09 Levine Martin Director / Officer A-Award A LTIP Units 5,000 0.00 5,000
2013-10-09 KISLAK JONATHAN Director D Common stock 0 0.00 25,000
2013-10-08 Citadel GP LLC 10% Owner S-Sale D Common stock 200,000 17.80 3.56M 400,000
2013-10-07 Citadel GP LLC 10% Owner S-Sale D Common stock 8,855 18.30 162.0K 0
2013-10-04 Citadel GP LLC 10% Owner S-Sale D Common stock 110,705 18.59 2.06M 3,055
2013-10-03 Middleman Stanley C. Director / 10% Owner A-Award A Common Stock, par value $.01 per share 1,000,000 20.00 20.00M 1,001,000
2013-09-30 Middleman Stanley C. Director / 10% Owner D Common stock 0 0.00 1,000
2013-09-30 Lown Jay Officer 0 0.00 0
2013-09-30 Levine Martin Officer 0 0.00 0

Executive team

Top executives
EBIT / Employee
4.91M
Shares Outstanding
36.74M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEF 14A
2026-04-10 PRE 14A
2025-04-21 DEF 14A
2024-04-29 DEF 14A
2024-04-19 PRE 14A
2023-04-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-23 4
2026-04-23 4
2026-04-23 4
2026-04-21 DEF 14A
2026-04-21 ARS
2026-04-10 PRE 14A
2026-04-10 8-K
2026-03-05 10-K

Executive team

NameTitleCompensationGender
Jeffrey Lown President, Chief Executive Officer & Director 1M male
Julian Evans Chief Investment Officer 825.0K male
Susan Healey General Counsel & Secretary 690.5K female
Apeksha Patel CFO & Treasurer female
Raymond Slater Senior Vice President of Mortgage Servicing male
ESG Rating
B+
REIT - MORTGAGE
2023
E (Environmental)
64.8 / 72.2
Company / Sector avg.
S (Social)
65.1 / 79.0
Company / Sector avg.
G (Governance)
68.9 / 75.2
Company / Sector avg.
ESG Total
66.3 / 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

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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