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, 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.
ARMOUR Residential REIT, Inc. confirmed its July 2026 cash dividend for common shareholders at $0.24 per share, with a holder of record date of July 15, 2026 and payment on July 30, 2026. The company also set a monthly cash dividend rate of $0.14583 per share for its Series C Preferred Stock for each month in the third quarter of 2026, with record dates on July 15, August 15 and September 15 and payments on July 27, August 27 and September 28, 2026. ARMOUR notes it has elected REIT tax status, which requires distributing substantially all ordinary REIT taxable income, and states that dividends are set at the Board’s discretion based on operating results, cash flows and market conditions.
ARMOUR Residential REIT, Inc. declared guidance for its July 2026 common stock dividend, setting a cash dividend of $0.24 per share. The dividend will be paid on July 30, 2026 to stockholders of record as of July 15, 2026.
The company operates as a real estate investment trust and states it must distribute substantially all of its ordinary REIT taxable income to maintain this tax status. It notes that dividends paid above current tax earnings and profits for the year are generally not taxable to common stockholders.
ULM SCOTT reported acquisition or exercise transactions in this Form 4 filing.
Armour Residential REIT CEO Scott Ulm received a compensation grant of 150,000 units of phantom stock. Each unit is the economic equivalent of one share of Armour common stock. The award was granted under the company’s Fourth Amended and Restated 2009 Stock Incentive Plan.
The phantom stock vests on a time-based schedule: 7,500 units will vest on each of August 20, November 20, February 20, and May 20 through May 20, 2031. Within 30 days after each vesting date, Ulm will receive an equal number of Armour common shares. Following this grant, he holds 183,490 phantom stock units directly.