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.
Armour Residential REIT Co-Chief Investment Officer Sergey Losyev converted 1,500 units of phantom stock on February 24, 2026. He elected to receive 1,130 units as common shares and convert 370 units to cash to cover income taxes. After these transactions, he directly held 4,850.539 common shares and 24,000 phantom stock units, including 60.539 common shares in a self-directed rollover IRA.
Armour Residential REIT director Marc H. Bell increased his direct common share holdings through equity award conversions. On February 24, 2026, he elected to convert 1,043 vested phantom stock units into 1,043 shares of Armour common stock and separately converted 480 vested phantom stock units into 480 common shares, with each phantom unit economically equivalent to one share of common stock.
Following these derivative exercises, he directly held 26,401 shares of common stock and 17,484 units of phantom stock. The conversions were reported at an exercise price of $0.0000 per share, reflecting the nature of the equity compensation awards rather than an open-market purchase.
Armour Residential REIT director Z. Jamie Behar reported a routine equity compensation transaction. On February 24, 2026, Behar elected to convert 1,043 vested phantom stock units into 1,043 shares of common stock at a stated price of $0.00 per share.
Each phantom stock unit is the economic equivalent of one share of common stock. Following the transaction, Behar directly holds 13,544 shares of common stock and 15,014 units of phantom stock, reflecting an internal shift from derivative to non-derivative holdings rather than an open‑market purchase or sale.
Armour Residential REIT, Inc. CFO Harper Gordon reported compensation-related equity activity. On February 24, 2026, Gordon exercised 4,000 units of phantom stock, economically equivalent to Armour common shares, receiving 4,000 shares of common stock at a stated price of $0 per share. To cover income taxes on the vested stock, 1,489 common shares were disposed of at $17.89 per share, leaving direct ownership of 26,637 common shares and 58,600 phantom stock units.
Armour Residential REIT Co-Chief Investment Officer Desmond Macauley reported equity compensation-related transactions involving phantom stock and common shares. On February 24, 2026, he exercised 1,500 units of vested phantom stock, each economically equivalent to one share of ARMOUR common stock.
According to the disclosure, 1,018 units were converted into 1,018 shares of common stock, increasing his directly held common shares. The remaining 482 units were converted into cash solely to pay income taxes on the vested stock, supported by a tax-withholding disposition of 482 common shares at $17.89 per share.
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.
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.
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.
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.
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.
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.