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BlackRock, Inc. filed an amended Schedule 13G reporting a significant ownership position in ARMOUR RESIDENTIAL REIT INC common stock. BlackRock reported beneficial ownership of 19,809,053 shares, representing 16.0% of the outstanding common stock. As of June 30, 2026, BlackRock had sole voting power over 19,568,564 shares and sole dispositive power over 19,809,053 shares, with no shared voting or dispositive power. The filing explains that these securities are beneficially owned or deemed beneficially owned by certain BlackRock business units. It also notes that iShares Core S&P Small-Cap ETF has an interest in more than five percent of ARMOUR RESIDENTIAL REIT INC’s outstanding common stock.
ARMOUR Residential REIT, Inc. expanded its equity distribution capacity by entering into Amendment No. 8 to its Equity Sales Agreement, increasing by 25,000,000 the shares of common stock that may be offered under its at the market offering program. Under the Amended Sales Agreement, ARMOUR may, from time to time, issue and sell up to 25,544,352 shares of common stock through or to its designated sales agents pursuant to a prospectus supplement under its effective shelf registration statement on Form S-3.
Separately, ARMOUR filed Articles of Amendment in Maryland to raise authorized common stock from 175,000,000 to 250,000,000 shares, effective July 23, 2026. The company also provided an updated summary of material U.S. federal income tax considerations for its REIT structure and its stockholders, which replaces prior summaries in its Form S-3 registration statement and related prospectuses to the extent inconsistent.
ARMOUR Residential REIT, Inc. is expanding its equity sales capacity through an amended at-the-market program for up to 25,544,352 shares of common stock, offered from time to time through multiple sales agents, including affiliated broker-dealer BUCKLER Securities LLC. Assuming all shares are issued, common stock outstanding would be 167,097,398 shares. The company will pay the agents a commission of up to 2.0% of the gross sales price per share, with sales deemed “at the market offerings” under Rule 415.
Net proceeds are expected to be used primarily to acquire additional mortgage-backed securities and other mortgage-related assets consistent with ARMOUR’s REIT strategy, though funds may also support general corporate purposes and, prior to full deployment, may be used to pay monthly dividends. ARMOUR has declared common dividends of $0.24 per share for July and August 2026 and Series C preferred dividends of $0.14583 per share for July, August and September 2026. As a REIT, ARMOUR limits any stockholder’s ownership to 9.8% of common stock or aggregate capital stock, subject to board-approved waivers.
ARMOUR Residential REIT, Inc. produced a July 2026 investor presentation providing updated information on its mortgage-backed securities portfolio, funding and hedging. The portfolio had a market value of 21,787 million as of June 30, 2026, with 94.5% in agency securities and 89.2% in 30‑year fixed‑rate pools.
Key metrics included a common stock price of 17.45, debt‑equity of 7.5, implied leverage of 7.7, liquidity of 1,222.2 million equal to 47% of total capital, and Q2 2026 market capitalization of 2,379.7 million. The August 2026 common dividend is 0.24 per share, with an ex‑dividend date of August 17, 2026 and payment on August 28, 2026, and a current dividend yield of 16.5%.
Funding consisted of 19,442 million of repurchase agreements, 46.8% with affiliate BUCKLER Securities LLC, and interest rate swaps with 15,889 million notional, a 52‑month weighted average remaining term and a 2.78% weighted average rate. The company notes that information is unaudited, partly based on third‑party estimates, and subject to forward‑looking statement risks.
ARMOUR Residential REIT, Inc. reported a return to profitability for the three months ended June 30, 2026, with GAAP net income of $114,816 and net income available to common stockholders of $111,552, or $0.86 per basic and diluted share, compared with a loss in the prior-year quarter.
Net interest income rose to $76,819 as interest income increased while interest expense also grew. Net gains on derivatives of $108,235 more than offset losses on Agency Securities and U.S. Treasury Securities, producing total other income of $55,157. For the first six months of 2026, net income was $59,965 and estimated REIT taxable income was $153,723.
As of June 30, 2026, total assets were $22,745,816, including $21,183,644 of trading securities at fair value, primarily Agency mortgage-backed securities, funded largely by $19,441,457 of repurchase agreements at a 3.77% weighted average rate. Stockholders’ equity was $2,579,094. The company continued monthly common dividends of $0.24 per share, paying $179,383 in common dividends and $6,439 in preferred dividends during the first half of 2026, while raising additional equity through at-the-market offerings of common and Series C preferred stock.
ARMOUR Residential REIT, Inc. reported unaudited Q2 2026 results and its June 30, 2026 financial position. Net income related to common stockholders was $111.5 million, or $0.86 per share, and Distributable Earnings available to common stockholders were $93.2 million, or $0.72 per share, matching the quarterly common dividend.
Q2 2026 total economic return was 4.8%, defined as the change in book value plus dividends. Book value per common share was $17.53 at June 30, 2026, up from $17.42 at March 31, 2026. Net interest income was $76.8 million, and economic net interest spread was 1.82%, with economic interest income of 4.86% and economic interest expense of 3.04%.
At quarter-end, liquidity including cash and unencumbered securities was $1.2 billion, and the investment portfolio totaled $21.8 billion, consisting of 94.5% Agency mortgage-backed securities, 2.7% U.S. Treasuries, and 2.8% TBA Agency positions. Repurchase agreements, net, were $19.4 billion, for a debt-to-equity ratio of 7.54:1, and interest rate swaps totaled $15.9 billion of notional. The company raised $218.7 million of common equity and $4.1 million of preferred equity through at-the-market programs and continued paying monthly common dividends of $0.24 per share.
ARMOUR Residential REIT, Inc. declared an August 2026 cash dividend of $0.24 per share on its common stock. The dividend is payable on August 28, 2026 to shareholders of record as of August 17, 2026.
The company is taxed as a real estate investment trust and states it must distribute substantially all of its ordinary REIT taxable income to maintain that status. The board determines dividends at its discretion after considering results of operations, cash flows, financial condition, capital requirements, market conditions and expected opportunities.
ARMOUR Residential REIT, Inc. announced it will host an online, real-time webcast of its conference call with equity analysts to discuss operating results for the second quarter ended June 30, 2026. The webcast is scheduled for Thursday, July 23, 2026, beginning at 8:00 a.m. Eastern Time.
The company will issue its second quarter 2026 earnings release after the close of trading on Wednesday, July 22, 2026. A replay of the July 23 webcast will be available on ARMOUR’s website for one year. ARMOUR invests primarily in residential mortgage-backed securities issued or guaranteed by U.S. government-related entities and is externally managed by ARMOUR Capital Management LP.
PAPERIN STEWART J reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT director Stewart J. Paperin reported receiving 945 shares of common stock on July 1, 2026 as part of quarterly board compensation. The footnotes state he may elect to receive $16,500 of his quarterly compensation in stock, cash, or a mix, and the 945 shares reflect his stock election for the past quarter.
These 945 shares are held indirectly through the Stewart J. Paperin Family Trust, over which he has pecuniary interest and investment control, bringing the trust’s holdings to 12,195 shares. A separate line shows 208 shares held directly.
Downey Carolyn reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT director Carolyn Downey received additional shares as board compensation. On July 1, 2026, she was granted 945 shares of common stock, valued at $17.45 per share, as part of her regular quarterly compensation for serving on the Board of Directors.
Downey may elect to receive $16,500 of her quarterly board compensation in stock, cash, or a mix of both, and these 945 shares reflect her choice to take stock for the past quarter. Following this grant, she directly holds 28,819 shares of Armour Residential REIT common stock.