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Armour Residential Reit SEC Filings

ARR NYSE

Welcome to our dedicated page for Armour Residential Reit SEC filings (Ticker: ARR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The ARMOUR Residential REIT, Inc. (ARR) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. ARMOUR is a Maryland-incorporated residential mortgage REIT whose common and preferred shares trade on the New York Stock Exchange under the symbols ARR and ARR‑PRC. As a public REIT that invests primarily in Agency mortgage-backed securities and related fixed income instruments, ARMOUR uses SEC filings to report material events, financial results, dividend declarations and investor communications.

Recent Form 8‑K filings include announcements and confirmations of monthly cash dividends on common stock and monthly dividend rates for Series C preferred stock, with detailed record and payment dates. Other 8‑K reports furnish investor presentations under Regulation FD, outlining updates on ARMOUR’s financial position, business and operations, and provide earnings press releases that summarize unaudited quarterly results and balance sheet data.

ARMOUR’s disclosures describe non‑GAAP measures such as Distributable Earnings, economic interest income and economic net interest spread, and explain how these metrics differ from GAAP net income and net interest income. Filings also discuss portfolio composition, leverage through repurchase agreements, the use of derivatives such as interest rate swaps and futures contracts, and capital activities including common stock issuances and repurchases.

On Stock Titan, users can view ARMOUR’s SEC filings as they are made available from EDGAR and use AI-powered summaries to interpret key points from complex documents. This includes understanding how dividend decisions relate to Distributable Earnings, how leverage and derivatives affect reported results, and how management’s fee arrangements and waivers are disclosed over time.

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Armour Residential REIT (ARR) CEO Scott Ulm reported a compensation-related transaction involving phantom stock and common shares. On February 24, 2026, he exercised 3,380 units of phantom stock, which are each the economic equivalent of one share of Armour common stock.

According to the filing, Ulm converted 2,028 of these vested phantom stock units into 2,028 shares of common stock and elected to convert the remaining 1,352 units into cash solely to pay income taxes at a price of $17.89 per share. After these moves, he directly held 74,830 shares of common stock and 36,870 units of phantom stock. The activity reflects an exercise and tax withholding, not an open-market stock purchase or sale.

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ARMOUR Residential REIT, Inc. furnished an investor presentation providing a February 2026 monthly update on its mortgage-backed securities portfolio and key balance sheet metrics. The total portfolio was reported at $20,979 million, with agency securities making up the vast majority of holdings.

Key data as of January 31, 2026 included a common stock price of $17.40, a debt‑equity ratio of 7.5, implied leverage of 7.8, and liquidity of $1,319.1 million, equal to 54% of total capital. The presentation also highlighted a March monthly common dividend of $0.24 per share, with a stated dividend yield of 16.6%, and detailed the composition of repurchase financing and interest rate swaps.

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ARMOUR Residential REIT, Inc. files its annual report describing a highly leveraged agency mortgage-backed securities strategy managed externally by ARMOUR Capital Management. The company uses repurchase agreements typically six to ten times stockholders’ equity and relies on derivatives to hedge interest rate and spread risk.

At June 30, 2025, common stock held by non‑affiliates was valued at approximately $1,477,111,863, and common shares outstanding were 119,384,920 as of February 17, 2026. Management fees are based on gross equity raised, equating to an annualized 2.11% of total stockholders’ equity at December 31, 2025, with contractual fee commitments of $190,992 from 2026 through 2029.

ARMOUR highlights concentrated funding and counterparty exposure: BUCKLER Securities, an affiliate in which it holds a 10.8% equity interest, provided 47.0% of repurchase financing at December 31, 2025. Key risks include interest rate volatility, prepayment uncertainty, margin calls, dependence on external management, potential conflicts of interest, heavy use of non‑GAAP Distributable Earnings, and the need to maintain REIT and Investment Company Act exclusions.

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ARMOUR Residential REIT, Inc. reported strong Q4 2025 results with GAAP net income available to common stockholders of $208.7 million, or $1.86 per share. Distributable Earnings available to common stockholders were $79.8 million, or $0.71 per share, essentially covering the quarterly common dividend of $0.72 per share.

Book value per common share rose to $18.63 at December 31, 2025, up from $17.49 at September 30, 2025, driving a Q4 total economic return of 10.63% and 12.79% for the full year. The portfolio reached about $20.0 billion, 97% in Agency MBS and 3% in U.S. Treasuries, funded mainly with $17.9 billion of repurchase agreements and a debt-to-equity ratio of 7.94:1.

Liquidity, including cash and unencumbered securities, was $1.2 billion at year-end, and interest rate swaps totaled $12.3 billion notional to manage funding and rate risk. For 2025, net income available to common stockholders was $310.6 million, or $3.31 basic EPS, compared with a net loss in 2024, as gains on Agency securities and derivatives offset higher interest costs.

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ARMOUR Residential REIT, Inc. declared a cash dividend of $0.24 per share on its common stock for March 2026. The dividend will be paid on March 30, 2026 to stockholders of record as of March 16, 2026.

The company reiterates that, as a real estate investment trust, it must distribute substantially all of its ordinary REIT taxable income to maintain its tax status. The board determines actual dividends at its discretion, considering operating results, cash flow, financial condition, capital needs and market conditions.

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ARMOUR Residential REIT, Inc. announced plans to host an online, real-time webcast of its conference call with equity analysts to discuss fourth quarter 2025 operating results on February 19, 2026, beginning at 9:00 a.m. Eastern Time.

The company will issue its fourth quarter 2025 earnings release after the close of trading on February 18, 2026. The live webcast will be accessible via a specified Chorus Call link, with an online replay available on ARMOUR’s website for one year.

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ARMOUR Residential REIT, Inc. declared a cash dividend of $0.24 per share on its common stock for the month of February 2026. The dividend will be paid on February 27, 2026 to stockholders of record as of February 17, 2026. ARMOUR’s common stock trades on the New York Stock Exchange under the symbol ARR, and its 7.00% Series C Cumulative Redeemable Preferred Stock trades under ARR-PRC. The company also issued a press release with these dividend details, which is included as an exhibit.

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ARMOUR Residential REIT, Inc. entered into a Seventh Sales Agreement Amendment to expand its at-the-market equity offering program. The company increased by 15,000,000 the number of common shares that may be offered and sold through a group of sales agents, including Huntington Securities, Inc., which replaces Janney as an agent.

Under the amended equity sales agreement, ARMOUR may issue and sell up to 23,244,198 shares of common stock, consisting of 8,244,198 previously unsold shares plus an additional 15,000,000 shares. Sales will be made pursuant to a new prospectus supplement filed under the company’s effective Form S-3 shelf registration statement. ARMOUR also filed a legal opinion on the validity of the shares as an exhibit.

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ARMOUR Residential REIT, Inc. is offering up to 23,244,198 shares of common stock through an at-the-market program under an amended equity sales agreement. If fully issued, total common shares outstanding would be 142,176,832.

Sales will be made from time to time through multiple agents, who earn up to 2.0% of the gross sales price per share. Net proceeds are intended primarily to acquire additional mortgage-backed and other mortgage-related assets, with temporary investments in U.S. Treasuries, GSE notes and money market instruments also permitted.

The company has declared a cash dividend of $0.24 per common share payable on January 29, 2026, and recurring $0.14583 dividends on its 7.00% Series C Preferred Stock. As a REIT, ARMOUR restricts most investors from owning more than 9.8% of its common stock or total capital stock to help preserve its tax status.

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ARMOUR Residential REIT, Inc. furnished an investor presentation that provides updates on its financial position, business, and operations. The presentation, dated January 16, 2026, is included as Exhibit 99.1 to this report and is being shared under Regulation FD to ensure broad, fair disclosure of the same information to all market participants.

The company’s securities listed on the New York Stock Exchange include its 7.00% Series C Cumulative Redeemable Preferred Stock and its common stock. The presentation is furnished, not filed, which means it is not automatically incorporated into other Exchange Act reports unless specifically referenced.

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FAQ

What is the current stock price of Armour Residential Reit (ARR)?

The current stock price of Armour Residential Reit (ARR) is $17.41 as of March 12, 2026.

What is the market cap of Armour Residential Reit (ARR)?

The market cap of Armour Residential Reit (ARR) is approximately 2.1B.

ARR Rankings

ARR Stock Data

2.13B
119.08M
REIT - Mortgage
Real Estate Investment Trusts
Link
United States
VERO BEACH

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