ARMOUR Residential REIT, Inc. filings document a mortgage REIT that invests in a leveraged portfolio of Agency mortgage-backed securities and manages interest-rate and MBS price risk through financing, hedging and liquidity strategies. Its 8-K filings report operating results, financial-position presentations, common and preferred stock dividend announcements, and Regulation FD materials.
ARMOUR's regulatory record also covers its common stock and Series C preferred stock, REIT tax distribution framework, at-the-market equity activity, repurchases, external management arrangements with ARMOUR Capital Management LP, and annual proxy matters. Proxy and governance filings include director and compensation disclosures, equity incentive plan approvals, shareholder voting matters and related corporate governance information.
ARMOUR Residential REIT’s October 2026 monthly update reported a $21.271 billion portfolio as of September 30, 2026, with agency investments representing 94.0%. The portfolio included $18.762 billion of 30-year fixed-rate pools, and liquidity was $1.0193 billion, or 43% of total capital.
The update listed a November 2026 common dividend of $0.24 per share, with a November 16, 2026 ex-dividend/record date and November 27, 2026 pay date. It also states that the presentation’s information is unaudited and was not reviewed by independent public accountants.
Armour Residential REIT, Inc. (ARR) reported a third-quarter 2026 net loss of $323.7 million, versus net income of $159.3 million a year earlier. Loss available to common stockholders was $327.1 million, or $2.26 per share, compared with income of $156.3 million, or $1.50 per share. Interest income rose to $274.3 million from $210.2 million, and net interest income rose to $83.7 million from $38.5 million. Other income was a $391.0 million loss, versus $134.0 million of income.
Agency Securities losses of $1,165.2 million were partly offset by $792.4 million of derivative gains. Management attributed the results to unrealized losses on trading securities, partly offset by derivative gains, amid increased interest-rate spreads and volatility late in September. For the nine months ended September 30, 2026, ARR recorded a net loss of $263.8 million, versus net income of $111.0 million. At September 30, assets totaled $22.468 billion and repurchase-agreement liabilities were $19.379 billion. ARR declared a $0.24-per-share common dividend payable October 29, 2026, to holders of record October 15, 2026.
ARMOUR Residential REIT, Inc. (ARR) reported a third-quarter 2026 net loss related to common stockholders of $327.0 million, or $2.26 per share, compared with $156.3 million of net income available to common stockholders in Q3 2025. Net interest income was $83.7 million, versus $38.5 million a year earlier. Distributable Earnings available to common stockholders, a non-GAAP measure, were $102.3 million, or $0.71 per share. Book value per common share was $14.55, and total economic return was (12.9)%; common dividends totaled $0.72 per share for the quarter.
At September 30, 2026, ARMOUR reported a $21.3 billion portfolio, $1.0 billion of liquidity, and $19.4 billion of net repurchase agreements; its debt-to-equity ratio was 8.24:1. During Q3, it raised $205.7 million by issuing 12,366,481 common shares through an at the market offering program and repurchased 363,700 common shares. It declared a $0.24-per-share common dividend payable November 27, 2026, to holders of record November 16, 2026.
Armour Residential REIT, Inc. (ARR) announced a $0.24-per-share cash dividend on its common stock for November 2026. Holders of record on November 16, 2026 are scheduled to receive payment on November 27, 2026. ARMOUR says dividends paid in excess of current tax earnings and profits for the year will generally not be taxable to common stockholders.
Armour Residential REIT, Inc. (ARR) said it will issue its third-quarter 2026 earnings release after the close of trading on October 21, 2026, and host an online, real-time webcast with equity analysts on October 22, 2026, beginning at 8:00 a.m. Eastern Time. The webcast will cover operating results for the quarter ended September 30, 2026. An online replay will be available on the company’s website for one year.
Armour Residential REIT, Inc. reported an award of 1,193 common shares held indirectly through the Stewart J. Paperin Family Trust for director Stewart J. Paperin’s quarterly board-service compensation. The shares represented his election of stock compensation for the past quarter, and the reported price was $13.83 per share. The trust held 15,288 shares following the award; Paperin also reported 208 shares held directly.
Armour Residential REIT, Inc. director Carolyn Downey acquired 1,193 shares of common stock on October 1, 2026 as stock compensation for the past quarter. The transaction was reported at $13.83 per share, and she directly held 30,962 shares following the award. No Rule 10b5-1 plan is reported.
Armour Residential REIT, Inc. (ARR) confirmed a $0.24-per-share cash dividend on its common stock for October 2026, payable October 29 to holders of record October 15. The company said the common dividend is consistent with guidance released September 24, 2026.
ARR also confirmed a monthly cash dividend rate of $0.14583 per share on Series C Preferred Stock for each month in the fourth quarter of 2026. Record dates are October 15, November 15 and December 15; payment dates are October 27, November 27 and December 28, respectively. ARR says it has elected REIT tax status, which requires timely distribution of substantially all ordinary REIT taxable income, and that actual dividends are determined at the board’s discretion.
Armour Residential REIT, Inc. Co-Chief Investment Officer Sergey Losyev purchased 725 common shares at $13.91 per share on September 29, 2026. His reported holdings after the purchase were 9,677 shares. The footnote identifies 61 shares in his self-directed rollover IRA, including 8 acquired through dividend reinvestment since March 28, 2024. No Rule 10b5-1 plan is reported.
Armour Residential REIT, Inc. (ARR) announced guidance for an October 2026 common-stock cash dividend of $0.24 per share. The stated holder-of-record date is October 15, 2026, and the payment date is October 29, 2026. Actual dividends are determined at the board’s discretion, which may consider the company’s results of operations, cash flows, financial condition, capital requirements, market conditions and expected opportunities.