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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. 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.
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.