Earnings summaries and quarterly performance for Armour Residential REIT.
Executive leadership at Armour Residential REIT.
Board of directors at Armour Residential REIT.
Research analysts who have asked questions during Armour Residential REIT earnings calls.
Eric Hagen
BTIG
6 questions for ARR
Also covers: AGNC, AOMR, BETR +21 more
TC
Trevor Cranston
Citizens JMP
5 questions for ARR
Also covers: AGNC, CIM, DX +10 more
DH
Douglas Harter
UBS
4 questions for ARR
Also covers: ACRE, ACT, AGNC +42 more
JW
Jason Weaver
Unaffiliated Analyst
3 questions for ARR
Also covers: AGNC, BRSP, CXW +15 more
DH
Doug Harter
UBS Group AG
2 questions for ARR
Also covers: ARCC, BETR, BXMT +15 more
JS
Jason Stewart
Janney Montgomery Scott LLC
2 questions for ARR
Also covers: AGNC, AJX, AOMR +12 more
Randolph Binner
B. Riley Financial, Inc.
2 questions for ARR
Also covers: ABL, AOMR, BRSP +12 more
Timothy D'Agostino
B. Riley Securities
2 questions for ARR
Also covers: CHMI, LADR, NYMT +3 more
ME
Matthew Erdner
JonesTrading Institutional Services
1 question for ARR
Also covers: ACR, AGNC, AOMR +18 more
MG
Mikhail Goberman
Citizens JMP
1 question for ARR
Also covers: BETR, CHMI, COOP +5 more
Randy Binner
B. Riley Securities
1 question for ARR
Also covers: BRSP, BUR, DBRG +13 more
Recent press releases and 8-K filings for ARR.
ARMOUR Residential REIT, Inc. Provides Q4 2025 Financial and Portfolio Update
ARR
Earnings
Dividends
New Projects/Investments
- ARMOUR Residential REIT, Inc. reported its Total Portfolio value as $20,016 million as of December 31, 2025, with 97.0% in Agency Portfolio and 3.0% in US Treasury Long Positions.
- The Q4 2025 Book Value Per Common Share is estimated between $18.53 to $18.73, and Total Liquidity stood at $1,173.8 million as of December 31, 2025.
- The company announced a monthly common dividend of $0.24 for December, with an ex-dividend date of January 15, 2026, and a pay date of January 29, 2026, resulting in a current dividend yield of 16.3%.
- Debt-Equity was 7.9 and Implied Leverage was 8.1 as of December 31, 2025.
- The total notional amount for interest rate swaps was $12,327 million, with a weighted average remaining term of 51 months and a weighted average rate of 2.44%.
Jan 16, 2026, 9:14 PM
ARMOUR Residential REIT, Inc. Provides December 2025 Company Update
ARR
Dividends
Debt Issuance
New Projects/Investments
- ARMOUR Residential REIT, Inc. reported a total portfolio value of $19,362 million as of November 30, 2025, primarily composed of 91.9% 30 Year Fixed Rate Pools and 5.7% Agency CMBS.
- As of November 30, 2025, the company maintained total liquidity of $1,095.2 million and an implied leverage of 8.1.
- For December, ARMOUR declared a monthly common dividend of $0.24, with an ex-dividend date of December 15, 2025, reflecting a current dividend yield of 16.4%.
- The company's repo composition shows $17,671 million in principal borrowed, and it utilizes interest rate swaps with a total notional amount of $11,977 million for hedging, as of November 30, 2025.
Dec 12, 2025, 9:14 PM
ARMOUR Residential REIT, Inc. Releases November 2025 Company Update
ARR
Dividends
Debt Issuance
- ARMOUR Residential REIT, Inc. released its November 2025 Company Update, reporting a total portfolio value of $18,769 million as of October 31, 2025, with 30 Year Fixed Rate Pools constituting the largest segment at 92.8% or $17,415 million.
- As of October 31, 2025, the company maintained total liquidity of $1,155.8 million, representing 53% of total capital, alongside a Debt-Equity ratio of 7.7 and implied leverage of 7.9.
- For November 2025, ARMOUR declared a monthly common dividend of $0.24, with an ex-dividend date of November 17, 2025, and a current dividend yield of 17.8%.
- The company's repo composition as of October 31, 2025, indicates $16,794 million in total principal borrowed, with 42.4% ($7,126 million) sourced from its affiliate, BUCKLER Securities LLC.
Nov 14, 2025, 9:14 PM
ARMOUR Residential REIT Reports Strong Q3 2025 Financial Results and Capital Activities
ARR
Earnings
Dividends
Share Buyback
- ARMOUR Residential REIT reported Q3 GAAP net income of $156.3 million, or $1.49 per common share, and a total economic return of 7.75%. Book value per common share increased to $17.49 by quarter-end.
- The company raised approximately $99.5 million through an at-the-market offering and $298.6 million from a stock sale, while also repurchasing 700,000 shares. Monthly common stock dividends of $0.24 per share were paid for the quarter, with future dividends of $0.24 per share declared for October and November 2025.
- The portfolio is entirely invested in agency mortgage-backed securities, agency commercial MBS, and U.S. Treasuries, with 92% in specified pools. Expected hedged ROEs on new investments are in the 16% to 18% range. The Federal Reserve's 25 basis point rate cut in September and projected additional cuts are expected to create a constructive environment for agency MBS.
Oct 23, 2025, 12:00 PM
ARMOUR Residential REIT Reports Strong Q3 2025 Financial Results and Strategic Positioning
ARR
Earnings
Dividends
Share Buyback
- ARMOUR Residential REIT reported Q3 2025 GAAP net income of $156.3 million, or $1.49 per common share, and achieved a total economic return of 7.75% for the quarter.
- The book value per common share increased to $17.49 at quarter-end, representing a 3.5% rise from June 30th.
- The company raised approximately $398.1 million in capital through stock issuances and repurchased 700,000 shares of common stock during Q3 2025.
- Management noted that the Federal Reserve's 25 basis point rate cut in September contributed to MBS spread tightening by roughly 20 basis points and reduced volatility, with the portfolio positioned for further Fed easing.
- The portfolio maintains 0.2 years net duration and 8.1 times applied leverage, with 87% of hedges in OIS and SOFR pay-fixed swaps, targeting hedged ROEs of 16%-18% on new investments.
Oct 23, 2025, 12:00 PM
Armour Residential REIT, Inc. Releases September 2025 Monthly Update
ARR
Dividends
New Projects/Investments
- ARMOUR Residential REIT, Inc. released its September 2025 monthly update, providing key financial and operational data as of August 31, 2025.
- As of August 31, 2025, the company reported a common stock price of $15.31, total liquidity of $1,089.4 million, and a debt-equity ratio of 7.4.
- The September 2025 common dividend is set at $0.24, with an ex-dividend date of September 15, 2025, and a pay date of September 29, 2025.
- The total portfolio value was $18,196 million as of August 31, 2025, predominantly consisting of 30 Year Fixed Rate Pools (92.0%) and Agency CMBS (5.7%).
- Repo positions totaled $15,760 million with a weighted average remaining term of 31 days, and interest rate swaps had a total notional amount of $11,342 million with a weighted average remaining term of 58 months as of August 31, 2025.
Sep 12, 2025, 8:15 PM
Quarterly earnings call transcripts for Armour Residential REIT.
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