v3.26.1
Segment Reporting (Tables)
3 Months Ended
Mar. 31, 2026
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment
The following tables summarize segment financial information, which in total reconciles to the same data for the Company as a whole:

(In Thousands)
Mortgage-Related AssetsLima OneCorporateTotal
Three months ended March 31, 2026
Interest Income$148,188 $42,137 $1,601 $191,926 
Interest Expense101,262 26,906 4,568 132,736 
Net Interest Income/(Expense)$46,926 $15,231 $(2,967)$59,190 
Reversal/(Provision) for Credit Losses on Residential Whole Loans242 — — 242 
Reversal/(Provision) for Credit Losses on Other Assets— — — — 
Net Interest Income/(Expense) after Reversal/(Provision) for Credit Losses$47,168 $15,231 $(2,967)$59,432 
Net gain/(loss) on residential whole loans measured at fair value through earnings$(24,237)$(10,524)$— $(34,761)
Impairment and other net gain/(loss) on securities and other portfolio investments(38,688)13 405 (38,270)
Net gain/(loss) on real estate owned383 (3,364)— (2,981)
Net gain/(loss) on derivatives used for risk management purposes28,064 2,662 — 30,726 
Net gain/(loss) on securitized debt measured at fair value through earnings16,134 3,711 — 19,845 
Lima One mortgage banking income— 7,660 — 7,660 
Net realized gain/(loss) on residential whole loans held at carrying value— — — — 
Other, net929 (2,901)3,868 1,896 
Other Income/(Loss), net$(17,415)$(2,743)$4,273 $(15,885)
Compensation and benefits$— $8,882 $13,277 $22,159 
Other general and administrative expense— 4,313 7,841 12,154 
Loan servicing, financing and other related costs3,609 2,354 3,955 9,918 
Amortization of intangible assets— 300 — 300 
Income/(loss) before income taxes$26,144 $(3,361)$(23,767)$(984)
Provision for/(benefit from) income taxes— — — — 
Net Income/(Loss)$26,144 $(3,361)$(23,767)$(984)
Less Preferred Stock Dividend Requirement$— $— $10,424 $10,424 
Net Income/(Loss) Available to Common Stock and Participating Securities$26,144 $(3,361)$(34,191)$(11,408)
(In Thousands)
Mortgage-Related AssetsLima OneCorporateTotal
Three months ended March 31, 2025
Interest Income$112,767 $65,272 $2,466 $180,505 
Interest Expense77,361 41,070 4,537 122,968 
Net Interest Income/(Expense)$35,406 $24,202 $(2,071)$57,537 
Reversal/(Provision) for Credit Losses on Residential Whole Loans
(145)— — (145)
Provision for Credit Losses on Other Assets— — — — 
Net Interest Income/(Expense) after Reversal/(Provision) for Credit Losses$35,261 $24,202 $(2,071)$57,392 
Net gain/(loss) on residential whole loans measured at fair value through earnings$48,663 $5,717 $— $54,380 
Impairment and other net gain/(loss) on securities and other portfolio investments20,435 (9)753 21,179 
Net gain/(loss) on real estate owned69 (1,577)— (1,508)
Net gain/(loss) on derivatives used for risk management purposes(25,562)(5,493)— (31,055)
Net gain/(loss) on securitized debt measured at fair value through earnings(17,149)(4,782)— (21,931)
Lima One mortgage banking income— 5,437 — 5,437 
Net realized gain/(loss) on residential whole loans held at carrying value(539)— — (539)
Other, net(745)(1,996)1,290 (1,451)
Other Income/(Loss), net$25,172 $(2,703)$2,043 $24,512 
Compensation and benefits$— $9,793 $13,464 $23,257 
Other general and administrative expense4,376 5,907 10,291 
Loan servicing, financing and other related costs4,243 1,148 1,861 7,252 
Amortization of intangible assets— 800 — 800 
Income/(loss) before income taxes$56,182 $5,382 $(21,260)$40,304 
Provision for/(benefit from) income taxes— — (872)(872)
Net Income/(Loss)
$56,182 $5,382 $(20,388)$41,176 
Less Preferred Stock Dividend Requirement$— $— $8,219 $8,219 
Net Income/(Loss) Available to Common Stock and Participating Securities$56,182 $5,382 $(28,607)$32,957 
(In Thousands)
Mortgage-Related AssetsLima OneCorporateTotal
March 31, 2026
Total Assets$10,507,268 $2,469,863 $252,440 $13,229,571 
December 31, 2025
Total Assets$10,128,088 $2,632,740 $285,621 $13,046,449