---
title: "Bimini Capital Q4 net income rises to $3.4 mln, says war in Iran and inflation impacts forecast"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/278944526.md"
datetime: "2026-03-12T21:06:46.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/278944526.md)
  - [en](https://longbridge.com/en/news/278944526.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/278944526.md)
---

# Bimini Capital Q4 net income rises to $3.4 mln, says war in Iran and inflation impacts forecast

)

Overview

-   US mortgage securities investor reported Q4 net income of $3.4 mln and EPS of $0.34
-   Advisory service revenue rose to $4.7 mln, driven by higher Orchid Island equity
-   Company approved $2.5 mln share repurchase plan over next 24 months

Outlook

-   Company expects TJIM acquisition to close at the beginning of Q2 2026
-   Bimini says economic outlook has become very uncertain due to conflict in Iran and potential higher inflation
-   Company plans to operate a smaller Agency RMBS portfolio with lower leverage after TJIM acquisition

Result Drivers

-   FAVORABLE FIXED INCOME MARKETS - Co said calm fixed income markets and declining interest rate volatility supported Agency RMBS and other fixed income sectors in Q4
-   HIGHER ADVISORY REVENUE - Advisory service revenue rose to $4.7 mln, mainly due to increased equity at Orchid Island Capital, which Bimini manages
-   INVESTMENT GAINS - Co recorded mark-to-market and unrealized gains on MBS portfolio and investment in Orchid during Q4 Company press release:

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

### Q4 EPS $0.34

Q4 Net $3.40

Income mln

### Q4 $3.90

Operatin mln

g

Expenses For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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