Armour Residential REIT

ARMOUR Residential REIT reported a decline in book value per share to $17.42 in Q1 2026 (‑6.5%) while distributable earnings rose to $0.76 per share. The company recorded a GAAP net loss of $54.8 million driven by mark‑to‑market losses on agency securities, even as net interest income increased significantly and the portfolio grew to $21.1 billion. The quarterly dividend remained $0.72, and management emphasized liquidity, hedges and maintaining stable dividends despite high market volatility and interest‑rate uncertainty. » Mere på de.investing.com

Jim Cramer said he does not understand why ARMOUR Residential's yield is so high and expressed concern during a lightning round, noting higher rates don't necessarily help the REIT. ARMOUR Residential manages a portfolio of mortgage-backed securities, government bonds and money market assets. The commentary highlights investor uncertainty around the REIT's yield despite its government-backed holdings. » Mere på finance.yahoo.com

ARMOUR Residential reported distributable earnings of $0.71 per share for Q4 2025 (forecast $0.77) and kept the quarterly dividend at $0.24. Book value rose 6.5% quarter‑over‑quarter to $18.63 per share, the portfolio grew to $20.02 billion, and total return improved to 10.6%. Liquidity of $1.17 billion and an active hedging and external financing strategy underpin its positioning in the Agency MBS market; management expects further spread tightening and yield improvements. » Mere på de.investing.com

Armour Residential REIT has increased the number of common shares available under its at-the-market sales program by 15,000,000, bringing the total to 23,244,198. The amendment (Amendment No. 7) was filed with the SEC and includes a prospectus supplement and an opinion of counsel regarding the validity of the shares to be issued. Huntington Securities was added as a distribution partner, and Janney Montgomery Scott was removed from the distributor list. The additional shares are based on previously authorized but unsold shares from earlier approvals and the new allocation. » Mere på de.investing.com

ARMOUR Residential REIT reported Q3 2025 EPS of $0.72 (estimate $0.79), a negative surprise of 8.86%, while revenue of $92.1 million beat the $87.68 million estimate by 5.04%. Book value rose 3.5% to $17.49 per share. Management remains optimistic, expects a mid‑term return on equity of 16–18% and anticipates positive effects from potential Fed rate cuts; the stock rose slightly in premarket trading to $15.78. » Mere på de.investing.com