ARMOUR Residential REIT (NYSE:ARR) Posts Quarterly Earnings Results, Misses Expectations By $2.93 EPS

ARMOUR Residential REIT (NYSE:ARR) released its earnings results on Wednesday. The real estate investment trust reported ($2.22) earnings per share for the quarter, missing the consensus estimate of $0.71 by ($2.93), Zacks reports. ARMOUR Residential REIT had a net margin of 44.90% and a return on equity of 15.10%.

ARMOUR Residential REIT Trading Up 0.9%

NYSE:ARR traded up $0.12 on Wednesday, hitting $12.79. The company’s stock had a trading volume of 4,024,972 shares, compared to its average volume of 3,745,129. The stock has a fifty day moving average of $15.04 and a two-hundred day moving average of $16.33. The firm has a market capitalization of $1.81 billion, a P/E ratio of 3.44 and a beta of 1.42. ARMOUR Residential REIT has a one year low of $12.27 and a one year high of $19.31.

ARMOUR Residential REIT Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Friday, November 27th. Shareholders of record on Monday, November 16th will be given a dividend of $0.24 per share. This represents a $2.88 dividend on an annualized basis and a yield of 22.5%. The ex-dividend date of this dividend is Monday, November 16th. ARMOUR Residential REIT’s payout ratio is 77.42%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on ARR shares. Zacks Research upgraded shares of ARMOUR Residential REIT from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 21st. Weiss Ratings cut shares of ARMOUR Residential REIT from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Wednesday, August 19th. Two analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $18.50.

Key Stories Impacting ARMOUR Residential REIT

Here are the key news stories impacting ARMOUR Residential REIT this week:

• Positive Sentiment: ARMOUR declared a monthly dividend of $0.24 per common share, payable November 27 to shareholders of record November 16. The annualized payout is $2.88 per share, representing a reported yield of approximately 22.3%, which may support investor demand for the income-oriented mortgage REIT. November 2026 Dividend Rate Per Common Share
• Neutral Sentiment: The company said Margaret Field Karr has joined as a strategic investor-relations and corporate-communications adviser. The move could improve communication with investors, but it does not immediately change ARMOUR’s earnings or financial position. Strategic Investor Relations Advisor Announcement
• Neutral Sentiment: ARMOUR released its third-quarter results and scheduled a conference call for October 22, giving investors an opportunity to review the company’s financial position, portfolio performance and management outlook. Q3 Results and September 30, 2026 Financial Position
• Negative Sentiment: ARMOUR reported a quarterly loss of $2.22 per share, missing the consensus estimate of $0.71 by $2.93. Although the REIT reported a 44.9% net margin and 15.1% return on equity, the large earnings shortfall is the primary pressure on the stock and raises questions about near-term operating performance. ARMOUR Q3 Earnings Release

Insider Activity

In other news, Chairman Daniel Staton sold 35,583 shares of ARMOUR Residential REIT stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $15.86, for a total transaction of $564,346.38. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is currently owned by insiders.

ARMOUR Residential REIT Company Profile

ARMOUR Residential REIT, Inc is a real estate investment trust that invests primarily in residential mortgage-backed securities. Its portfolio generally consists of securities issued or guaranteed by U.S. government-sponsored enterprises, including Fannie Mae and Freddie Mac, or by U.S. government agencies such as Ginnie Mae.

The company invests in a range of agency mortgage securities, including fixed-rate and adjustable-rate mortgage pass-through securities, collateralized mortgage obligations, specified pools and to-be-announced securities.