Angel Oak Mortgage REIT, Inc. disclosed that its Board of Directors has declared a cash dividend of $0.32 per share on its common stock. The dividend will be paid on February 27, 2026 to stockholders who are on record as of February 20, 2026.
The company communicated this action through a press release dated February 5, 2026, which is furnished as an exhibit to this report and not deemed filed for liability purposes under the Exchange Act.
Angel Oak Mortgage REIT, Inc.11/18/2025. The reporting person, serving as a director, bought 3,441 shares of common stock in an open-market transaction at a price of $8.317 per share. After this transaction, the director beneficially owns 58,581 shares of the company’s common stock, held directly.
Angel Oak Mortgage REIT, Inc. filed its quarterly report for the period ended September 30, 2025, reporting net income of $11.4 million and total assets of $2.64 billion. Net interest income was $10.2 million, and basic and diluted EPS were $0.49 and $0.46, respectively.
Residential mortgage loans in securitization trusts were $1.86 billion, financed by a $1.73 billion non‑recourse securitization obligation (carrying value $1.73 billion). Notes payable rose to $342.6 million, senior unsecured notes were $88.8 million, and repurchase agreements were $54.0 million. Stockholders’ equity was $264.2 million.
During Q3, the company sold 1,061,578 shares via its ATM program for $10.1 million net and paid $7.8 million in common dividends. It exercised call rights on AOMT 2019‑2 and 2019‑4 and re‑securitized into AOMT 2025‑R1, generating $19.4 million cash and $7.3 million of loans held for sale. Available borrowing capacity across facilities was $707.4 million.
Angel Oak Mortgage REIT, Inc. furnished an 8-K announcing financial results for the quarter ended September 30, 2025. The company provided a press release and supplementary materials as Exhibits 99.1 and 99.2 and scheduled a teleconference and audio webcast on November 6, 2025 to discuss the quarter.
The materials were furnished, not filed, under Item 2.02 and are not incorporated by reference unless specifically stated.
Victory Capital Management, Inc. filed a Schedule 13G reporting a passive stake in Angel Oak Mortgage REIT, Inc. common stock. The firm beneficially owns 1,440,411 shares, representing 6.06% of the class as of 09/30/2025.
Victory Capital reports sole voting power over 1,440,411 shares and sole dispositive power over the same amount, with no shared voting or dispositive power. The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The reporting person is classified as an investment adviser (IA).
Angel Oak Mortgage REIT, Inc. reported via an 8-K that it issued a press release announcing the date of its third quarter 2025 financial results webcast and conference call. The press release is furnished as Exhibit 99.1 under Item 7.01 (Regulation FD Disclosure) and is not deemed “filed” for purposes of Section 18 of the Exchange Act.
The filing also lists the company’s NYSE-traded securities, including common stock (AOMR), 9.500% Senior Notes due 2029 (AOMN), and 9.750% Senior Notes due 2030 (AOMD). Exhibit 104 contains the cover page interactive data file.
Angel Oak Mortgage REIT, Inc. reported an amendment to the Pricing Side Letter for its loan financing facility with “Global Investment Bank 2.” Effective October 10, 2025, the interest rate pricing spread was revised from a range of 1.75%–3.35% to a lower range of 1.65%–2.40%, with rates determined by collateral type, loan status, dwell time and other factors.
The company attached a Form of Amendment No. 2 as Exhibit 10.1. This update reflects a reset of the facility’s pricing mechanics under Item 8.01.
Angel Oak Mortgage REIT, Inc. entered into a new $200 million repurchase facility on October 6, 2025 through a Master Repurchase Agreement with a global investment bank. A subsidiary may sell securities backed by whole loan assets to this bank and later repurchase them, providing secured financing capacity through October 6, 2027. The interest rate on balances under the facility equals Term SOFR plus a 1.60% spread, which the company notes is generally in line with its other similar agreements.
The parent company guarantees the obligations of its subsidiary under a separate Guaranty. The agreement includes customary financial covenants tied to tangible net worth, leverage (indebtedness to tangible net worth), and minimum liquidity, along with standard events of default such as payment failures, covenant breaches, cross-defaults, and insolvency. In a default, the bank can accelerate amounts due and liquidate the purchased securities. The subsidiary also pays customary fees and reimburses the bank for costs and expenses related to managing and administering the facility.
Angel Oak Mortgage REIT, Inc. entered into a new management agreement with its external manager, Falcons I, LLC, and its operating partnership on October 1, 2025, following the closing of a strategic transaction in which Brookfield Asset Management Ltd. acquired a majority of the beneficial ownership of Angel Oak Companies, the manager’s parent. The new agreement fully replaces the prior management agreement, which was terminated without any termination fee after board and independent director approval and consent to its assignment.
The companies report that the Brookfield transaction is not expected to cause any material change in the day-to-day management of Angel Oak Mortgage REIT or its investment objectives and strategies. Under the new management agreement, the manager will not be reimbursed for the Chief Executive Officer and President’s compensation unless he devotes 100% of his working time to the company and at least two-thirds of the independent directors approve such reimbursement in advance. The company also clarified that its annual right to decline renewal based on unfair manager compensation will consider expense reimbursement amounts. A press release about the Brookfield transaction was furnished as an exhibit.
Brandon Filson, CFO & Treasurer of Angel Oak Mortgage REIT, Inc. (AOMR), reported the sale of 50,000 shares of the company's common stock on 09/17/2025 at a weighted-average price of $9.7823 per share. After the reported transactions, Filson beneficially owned 70,488 shares. The filing notes the sale occurred in multiple transactions at prices ranging from $9.70 to $9.90 and that the reported price is a weighted average. The report is filed as a single-person Form 4 and is signed and dated 09/19/2025.