Cherry Hill Mortgage Investment Corporation (CHMI) is a financial entity specializing in residential real estate, dedicated to the acquisition, investment, and oversight ...
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Est. EPS $0.14 · Revenue $11.00M · 1 analysts
Est. EPS $0.13 · Revenue $10.90M · 1 analysts
Est. EPS $0.56 · Revenue $38.65M · 1 analysts
Est. EPS $0.14 · Revenue $9.10M · 1 analysts
$0.40 per share
$0.40 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $105.4M | +204.8% | +36.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $6.8M | -43.0% | +783.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +91.2% | -8.8% | +2.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +55.9% | — | -3.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.5% | -81.3% | +546.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-4.7M | 0.0% | -63.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -4.5% | +67.2% | -73.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 543.3% | +727.5% | -8.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.07x | — | +105699.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.5B | +3.3% | -8.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.19 vs 0.47 | -59.1% | 0.04 vs 0.13 | -72.0% |
| Revenue Surprise | $105.4M vs $21.9M | +381.2% | $35.5M vs $10.8M | +230.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | Murin Joseph J | director | Common Stock, par value $0.01 per share | A | 42,017 | — |
| Jun 15, 2026 | Mercer Robert C JR | director | Common Stock, par value $0.01 per share | A | 42,017 | — |
| Jun 15, 2026 | Cook Sharon L | director | Common Stock, par value $0.01 per share | A | 42,017 | — |
| Jun 15, 2026 | Hoffman Dale S | director | Common Stock, par value $0.01 per share | A | 42,017 | — |
| Jun 1, 2026 | Patel Apeksha | officer: Chief Financial Officer | Restricted Stock Units | D | 11,000 | — |
Operator: Good day, and welcome to the Cherry Hill Mortgage Investment Corporation's First Quarter 2026 Conference Call. [Operator Instructions] Please note, this call is being recorded. I'd now like to turn the call over to Garrett Edson, Investor Relations. Please go ahead. Garrett Edson: We'd like to thank you for joining us today for Cherry Hill Mortgage Investment Corporation's First Quarter 2026 Conference Call. In advance of this call, we issued a press release that was distributed earlier this afternoon. That press release and our first quarter 2026 investor presentation have been posted to the Investor Relations section of our website at www.chmireit.com. On today's call, management's prepared remarks and answers to your questions may contain forward-looking statements that are subject to risks and uncertainties that could cause actual results to differ from those discussed today. Examples of forward-looking statements include those related to interest income, financial guidance, IRRs, future expected cash flows as well as prepayment and recapture rates, delinquencies and non-GAAP financial measures such as earnings available for distribution or EAD and comprehensive income. Forward-looking statements represent management's current estimates, and Cherry Hill assumes no obligation to update any forward-looking statements in the future. We encourage listeners to review the more detailed discussions related to these forward-looking statements contained in the company's filings with the SEC and the definitions contained in the financial presentations available on the company's website. Today's conference call is hosted by Jay Lown, President and CEO; Julian Evans, the Chief Investment Officer; and Apeksha Patel, the Chief Financial Officer. Now I will turn the call over to Jay. Jeffrey Lown: Thanks, Garrett, and welcome to our first quarter 2026 earnings call. The impact to markets from geopolitical events globally drove performance for the first quarter of this year. On our prior call in late February, the environment felt very much like the second half of 2025 in terms of relative stability. A few days later, we were at war with Iran, oil and gas prices spiked, inflation expectations followed in concert, and the potential for future rate cuts this year quickly fell by the wayside. Mortgage spreads promptly widened and the yield curve flattened as a result of the increased volatility. Specific to Cherry Hill, as the geopolitical uncertainty unfolded, we acted quickly and we believe appropriately to protect the company by focusing on the risks that were within our control. We managed our interest rate exposure in March well, which we believe helped mitigate the impact to book value at the end of March. All things considered, we believe we performed well in the quarter on a relative basis. Subsequent to quarter end, markets have responded favorably to a potential end to the conflict, and that has been a positive catalyst for agency-focused …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jeffrey Lown | President, Chief Executive Officer & Director | USD 1,235,000 | Male | 1964 | Active |
Julian Evans | Chief Investment Officer | USD 825,000 | Male | 1970 | Active |
Susan Healey | General Counsel & Secretary | USD 690,547 | Female | 1979 | Active |
Apeksha Patel | CFO & Treasurer | — | Female | 1986 | Active |
Raymond Slater | Senior Vice President of Mortgage Servicing | — | Male | — | Active |
$HAREHOLDER ALERT: The M&A Class Action Firm Announce the Investigation of the Merger - CHMI, VREX, HHS and ARX PR Newswire
Cherry Hill Mortgage Investment Corporation's CHMI-A preferred shares offer a 9.45% yield but carry the highest risk rating of 5 in our coverage. CHMI-A is significantly overpriced, trading at 117.5% of our buy target; we require a materially higher yield for this risk. The common equity cushion for CHMI-A is only 0.92x preferred liquidation, offering minimal protection compared to peers like NLY (7.02x).
Mortgage REITs get lumped into a single bucket by income investors chasing double-digit yields, but the three names below run entirely different books.
Are SUNS, VREX, CHMI, FBRX Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, Aug. 12, 2026
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws
