ARMOUR Residential REIT (NYSE:ARR) Posts Quarterly Earnings Results, Hits Estimates

ARMOUR Residential REIT (NYSE:ARR) released its earnings results on Wednesday. The real estate investment trust reported $0.71 earnings per share for the quarter, meeting the consensus estimate of $0.71, Zacks reports. ARMOUR Residential REIT had a return on equity of 15.10% and a net margin of 44.90%. The firm had revenue of $121.70 million for the quarter, compared to analyst estimates of $119.84 million.

ARMOUR Residential REIT Stock Up 0.9%

Shares of ARR stock opened at $12.79 on Thursday. The company has a market cap of $1.81 billion, a P/E ratio of 4.36 and a beta of 1.42. ARMOUR Residential REIT has a twelve month low of $12.27 and a twelve month high of $19.31. The business has a fifty day simple moving average of $14.96 and a 200 day simple moving average of $16.30.

ARMOUR Residential REIT Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Friday, November 27th. Stockholders of record on Monday, November 16th will be paid a $0.24 dividend. The ex-dividend date is Monday, November 16th. This represents a $2.88 annualized dividend and a dividend yield of 22.5%. ARMOUR Residential REIT’s dividend payout ratio (DPR) is presently 77.42%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on ARR shares. Weiss Ratings downgraded ARMOUR Residential REIT from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, August 19th. Zacks Research raised ARMOUR Residential REIT from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 21st. Two analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, ARMOUR Residential REIT currently has a consensus rating of “Hold” and a consensus price target of $18.50.

Insider Activity

In related news, Chairman Daniel Staton sold 35,583 shares of the firm’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $15.86, for a total value of $564,346.38. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.19% of the company’s stock.

Key ARMOUR Residential REIT News

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, equivalent to $2.88 annually and a stated yield of approximately 22.3%. Investors of record on November 16 will receive payment on November 27. The high payout may support investor interest, though its sustainability remains important. ARMOUR November 2026 Dividend Announcement
• Neutral Sentiment: The company added Margaret Field Karr as a strategic investor-relations and corporate-communications adviser. The appointment could improve communication with investors, but it does not immediately change ARMOUR’s operating or financial outlook. ARMOUR Strategic Investor Relations Adviser Announcement
• Negative Sentiment: ARMOUR reported third-quarter EPS of -$2.22, far below the analyst consensus estimate of $0.71—a miss of $2.93. While the REIT reported a 15.10% return on equity and 44.90% net margin, the earnings shortfall is likely the primary reason for today’s weakness and raises concerns about earnings quality and dividend coverage. ARMOUR Third-Quarter 2026 Results
• Negative Sentiment: The stock is trading close to its 52-week low and below its 50-day and 200-day moving averages, indicating continued technical weakness. Investors will likely focus on management’s explanation of the quarterly loss and the outlook for the dividend during the company’s earnings webcast. ARMOUR Third-Quarter Earnings Webcast

ARMOUR Residential REIT Company Profile

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.