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ARMOUR Residential REIT, Inc. is asking stockholders to vote at its virtual annual meeting on April 30, 2026. Holders of common stock as of March 6, 2026 (122,767,466 shares outstanding) can vote online, by phone, mail, or during the webcast.
Stockholders are asked to elect eight directors, ratify Deloitte & Touche LLP as independent auditors for 2026, approve on a non-binding basis 2025 executive compensation, choose the frequency of future say‑on‑pay votes, and approve the Fourth Amended and Restated 2009 Stock Incentive Plan.
The proxy statement highlights a majority‑independent board, board‑level ESG oversight, director and executive stock ownership guidelines, a clawback policy, and prohibitions on hedging and pledging. It also details director fees, past and recent equity grants, and the equity‑based compensation structure for named executive officers under the external management arrangement with ACM.
ARMOUR Residential REIT, Inc. furnished a March 2026 investor presentation updating its portfolio, leverage and dividend metrics. As of February 28, 2026, the total investment portfolio was about $21.4 billion, with 93.5% in agency mortgage-backed securities and 4.7% in U.S. Treasuries.
Common stock traded at $17.95, with reported debt‑equity of 7.9, implied leverage of 8.1, and liquidity of $1,222.9 million, equal to 51% of total capital. The March monthly common dividend is $0.24 per share, with an ex‑dividend date of March 16, 2026, pay date of March 30, 2026, and a stated current dividend yield of 16.0%.
Repurchase agreements totaled about $19.0 billion, including $8.56 billion with affiliated broker‑dealer BUCKLER Securities LLC. Interest rate swaps had $12.6 billion notional with a weighted average remaining term of 49 months and weighted average rate of 2.47%. The company notes this information is unaudited and subject to the usual forward‑looking statement cautions.
Armour Residential REIT director Robert C. Hain reported derivative and related stock transactions. On February 24, 2026, he exercised 1,043 units of phantom stock, which are economically equivalent to common shares, and adjusted his holdings accordingly.
Related non-derivative entries show 1,043 shares of common stock credited at a price of $0.00 per share and a tax-withholding disposition of 522 common shares at $17.89 per share. Following these transactions, he directly owned 1,531 common shares and 15,014 phantom stock units.
Armour Residential REIT director John P. Hollihan III reported compensation-related equity transactions. On February 24, 2026, he exercised 1,043 units of phantom stock, which are economically equivalent to common shares, into common stock. As part of this, 418 common shares were disposed of to cover income tax obligations tied to the vested phantom stock.
Armour Residential REIT director Carolyn Downey reported transactions involving vested phantom stock and common shares. She exercised a derivative award, converting 1,043 units of phantom stock that are economically equivalent to Armour common shares. Following this, she held 15,014 units of phantom stock.
On the same date, she acquired 1,043 shares of common stock at a stated price of $0.0000 per share through the derivative exercise, then disposed of 522 common shares at $17.89 per share to cover income tax obligations related to the vesting. After these transactions, she directly owned 25,935 common shares.
Armour Residential REIT Chairman Daniel C. Staton reported derivative exercises that converted phantom stock awards into common shares. 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 another 480 vested phantom units into 480 common shares, each at a stated price of $0.0000 per share. Each phantom stock unit is economically equivalent to one share of Armour common stock. Following these transactions, he held 17,964 and 17,484 phantom stock units in the respective grants and 30,823 shares of common stock indirectly through DM Staton Family Limited Partnership, where he is both a general partner and a limited partner with a pecuniary interest.
Armour Residential REIT director Stewart J. Paperin elected on February 24, 2026 to convert 1,043 vested units of phantom stock into 1,043 shares of Armour common stock at a stated price of $0 per share. Each phantom stock unit is the economic equivalent of one Armour common share.
After these transactions, he directly held 15,014 units of phantom stock and 208 shares of common stock, and indirectly held 8,361 common shares through the Stewart J. Paperin Family Trust, over which he has a pecuniary interest and investment control.
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.