Other
Investment Owned Balance Principal Amount
Ellington Financial Inc. Investment Owned Balance Principal Amount increased by 4.0% to $16.65B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 20.3%, from $13.84B to $16.65B. Over 5 years (FY 2020 to FY 2025), Investment Owned Balance Principal Amount shows an upward trend with a 62.4% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ2 2019
Last reportedQ1 2026May 11, 2026
How to read this metric
Growth indicates an expansion of the investment portfolio's underlying asset base.
Detailed definition
This represents the face value or principal amount of investments owned by the company, excluding premiums or discounts....
Peer comparison
Standard metric for fixed-income portfolios to assess the scale of the underlying credit exposure.
Metric ID:
other_investment_owned_balance_principal_amountHistorical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $1.69B | $1.94B | $2.37B | $2.90B | $3.63B | $4.07B | $11.61B | $11.69B | $11.78B | $11.93B | $12.16B | $12.43B | $12.60B | $13.14B | $13.66B | $13.84B | $14.16B | $14.93B | $16.00B | $16.65B |
| QoQ Change | — | +14.8% | +22.0% | +22.7% | +24.9% | +12.3% | +185.0% | +0.7% | +0.8% | +1.3% | +2.0% | +2.2% | +1.4% | +4.3% | +4.0% | +1.3% | +2.4% | +5.4% | +7.2% | +4.0% |
| YoY Change | — | — | — | — | +114.7% | +109.9% | +390.5% | +302.3% | +224.8% | +192.9% | +4.8% | +6.4% | +7.0% | +10.1% | +12.3% | +11.3% | +12.4% | +13.6% | +17.2% | +20.3% |
Range$1.69B – $16.65B
CAGR+61.9%
Avg YoY Growth+90.6%
Median YoY Growth+15.4%
Current Streak19+ quarters growth
Investment Owned Balance Principal Amount at Other Companies
Frequently Asked Questions
- What is Ellington Financial Inc.'s investment owned balance principal amount?
- Ellington Financial Inc. (EFC) reported investment owned balance principal amount of $16.65B in Q1 2026.
- How has Ellington Financial Inc.'s investment owned balance principal amount changed year-over-year?
- Ellington Financial Inc.'s investment owned balance principal amount increased by 20.3% year-over-year, from $13.84B to $16.65B.
- What is the long-term trend for Ellington Financial Inc.'s investment owned balance principal amount?
- Over 5 years (2020 to 2025), Ellington Financial Inc.'s investment owned balance principal amount has grown at a 62.4% compound annual growth rate (CAGR), from $1.42B to $16.00B.
- What does investment owned balance principal amount mean?
- The total principal amount of the investments held by the company.