ARMOUR Residential REIT (NYSE:ARR) Stock Price Target Cut by JonesTrading

ARMOUR Residential REIT (NYSE:ARR) had its price target lowered by equities researchers at JonesTrading from $19.00 to $15.25 in a research note issued to investors on Thursday, Benzinga reports. The brokerage presently has a “buy” rating on the real estate investment trust’s stock. JonesTrading‘s price target would indicate a potential upside of 20.32% from the company’s current price.

A number of other research firms also recently weighed in on ARR. Zacks Research raised shares of ARMOUR Residential REIT from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 21st. Weiss Ratings lowered shares of ARMOUR Residential REIT from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, August 19th. Two analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $17.25.

ARMOUR Residential REIT Trading Down 1.1%

Shares of ARR stock traded down $0.14 during trading hours on Thursday, reaching $12.68. The company’s stock had a trading volume of 6,732,956 shares, compared to its average volume of 3,759,930. ARMOUR Residential REIT has a one year low of $12.27 and a one year high of $19.31. The stock has a market capitalization of $1.79 billion, a P/E ratio of 3.41 and a beta of 1.42. The firm’s fifty day simple moving average is $14.96 and its 200 day simple moving average is $16.30.

ARMOUR Residential REIT (NYSE:ARR) last posted its quarterly earnings data on Wednesday, October 21st. The real estate investment trust reported $0.71 earnings per share for the quarter, meeting the consensus estimate of $0.71. The business had revenue of $121.70 million for the quarter, compared to analysts’ expectations of $119.84 million. ARMOUR Residential REIT had a return on equity of 15.10% and a net margin of 44.90%. As a group, equities research analysts forecast that ARMOUR Residential REIT will post 2.93 earnings per share for the current fiscal year.

Insider Activity

In related news, Chairman Daniel Staton sold 35,583 shares of the stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $15.86, for a total transaction of $564,346.38. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.19% of the stock is currently owned by insiders.

Institutional Trading of ARMOUR Residential REIT

A number of institutional investors have recently made changes to their positions in ARR. State Street Corp lifted its position in ARMOUR Residential REIT by 15.0% during the second quarter. State Street Corp now owns 4,745,078 shares of the real estate investment trust’s stock valued at $82,802,000 after purchasing an additional 619,020 shares during the period. Bank of New York Mellon Corp purchased a new position in ARMOUR Residential REIT in the second quarter worth about $13,757,000. First Trust Advisors LP boosted its position in ARMOUR Residential REIT by 234.6% in the first quarter. First Trust Advisors LP now owns 664,247 shares of the real estate investment trust’s stock worth $11,080,000 after purchasing an additional 465,733 shares during the last quarter. Principal Financial Group Inc. grew its stake in shares of ARMOUR Residential REIT by 2.0% during the 1st quarter. Principal Financial Group Inc. now owns 543,935 shares of the real estate investment trust’s stock valued at $9,073,000 after purchasing an additional 10,592 shares during the period. Finally, Ascentis Wealth Management LLC grew its stake in shares of ARMOUR Residential REIT by 11.3% during the 2nd quarter. Ascentis Wealth Management LLC now owns 395,000 shares of the real estate investment trust’s stock valued at $6,893,000 after purchasing an additional 40,000 shares during the period. Hedge funds and other institutional investors own 54.17% of the company’s stock.

Key Headlines Impacting ARMOUR Residential REIT

Here are the key news stories impacting ARMOUR Residential REIT this week:

• Positive Sentiment: ARMOUR declared a monthly common-stock dividend of $0.24 per share, payable November 27 to shareholders of record November 16. The $2.88 annualized payout implies a yield of approximately 22.5%, which may support income-oriented demand. ARMOUR Residential REIT Announces $0.24 November 2026 Dividend
• Neutral Sentiment: ARR reported third-quarter earnings of $0.71 per share and revenue of $121.7 million. Results matched one published consensus estimate of $0.71, while revenue exceeded expectations of $119.84 million. The company posted a 44.9% net margin and 15.1% return on equity. ARMOUR Residential REIT Announces Q3 Results
• Neutral Sentiment: Management held its third-quarter earnings call to discuss the results and September 30 financial position. Investors are likely focused on mortgage-backed-securities performance, financing costs, book value and dividend coverage. ARR Q3 2026 Earnings Call Transcript
• Negative Sentiment: Another earnings comparison showed ARR’s $0.71 per-share profit falling short of the Zacks consensus estimate of $0.73 and declining from $0.72 a year earlier. That modest earnings miss may be contributing to the weaker share performance despite the revenue beat. ARMOUR Residential REIT Q3 Earnings Lag Estimates
• Negative Sentiment: The shares remain well below their 50-day and 200-day moving averages, indicating continued technical weakness. The very high dividend yield may also signal that investors perceive elevated interest-rate, book-value or dividend-sustainability risk.

About ARMOUR Residential REIT

ARMOUR Residential REIT, Inc is a real estate investment trust that invests primarily in residential mortgage-backed securities. Its portfolio generally consists of securities issued or guaranteed by U.S. government-sponsored enterprises, including Fannie Mae and Freddie Mac, or by U.S. government agencies such as Ginnie Mae.

The company invests in a range of agency mortgage securities, including fixed-rate and adjustable-rate mortgage pass-through securities, collateralized mortgage obligations, specified pools and to-be-announced securities.