ARMOUR Residential REIT Inc New (ARR)

Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) Q126April 24, 2026 4:24 PM
NewsfileDallas, Texas--(Newsfile Corp. - April 24, 2026) - Armour Residential REIT, Inc. (NYSE: ARR): Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (NYSE: ARR). ARR reported a net loss available to common shareholders of $(58.0)M, or $(0.49)/share, as stronger carry income was more than offset by quarter-end mark-to-market pressure across the portfolio. Net interest income improved to $70.7M, but this was outweighed by a $(182.6)M loss on Agency securities and a $(10.6)M loss on U.S. Treasuries, partially offset by $83.0M of derivative gains. The primary drag in the quarter was the 6.5% decline in book value to $17.42/share, resulting in (2.6)% total economic return, reflecting the impact of wider spreads and weaker MBS pricing late in the period. To view the full announcement, including downloadable images, bios, and more, click here. Key Takeaways: Core earnings power improved despite mark-to-market pressure. ARR's headline loss was driven by spread-driven marks, but distributable earnings rose to $0.76/share and economic spread widened to 1.84%. Dividend coverage moved back above the line. The $0.72 quarterly dividend was covered by distributable earnings, lowering the payout ratio to ~95% from ~101% in 4Q25. Liquidity and Agency-heavy positioning support flexibility. ARR ended with $1.1B of liquidity, an Agency-focused portfolio, and continued capital access, preserving deployment capacity despite book value pressure. Click image above to view full announcement. About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies. Contacts: Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com Source: Stonegate, Inc. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/294214
Original: Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) Q126

Looking good for a move up or a special divi.

Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) 2025 Q4February 20, 2026 9:52 AM
NewsfileDallas, Texas--(Newsfile Corp. - February 20, 2026) - Armour Residential REIT, Inc. (NYSE: ARR): Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (NYSE: ARR). The Company ended the quarter with interest income, net income to common, and diluted EPS of $236.5M, $208.7M, and $1.86. This was a year over year increase of 55.1%, $258.1M and $2.69 respectively. This was primarily driven by the strong growth in average interest income on interest earning assets while interest cost on average interest-bearing liabilities declined. Given the current macro environment, we expect this performance to be sustainable. To view the full announcement, including downloadable images, bios, and more, click here. Key Takeaways: In 4Q25, ARR generated interest income, net income, and diluted EPS of $236.5M, $208.7M, and $1.86, driven by improved interest spreads and lower funding costs. Reported distributable earnings of $79.7M, or $0.71 per share, while book value per share increased 6.5% sequentially to $18.63. Paid $0.72 per share in dividends, resulting in a 16.4% annualized yield and a 101% payout ratio relative to distributable earnings. Click image above to view full announcement. About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies. Contacts: Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com Source: Stonegate, Inc. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/284663
Original: Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) 2025 Q4

Hell yes!  Eyes glued to the screen as she runs like a raped ape!
GLTA

Anyone watching here?

No dividends for November and December and now they lowered the next dividend paid in January from to $0.24

Ex/EFF Date Type Cash Amount Declaration Date Record Date Payment Date
01/12/2024 Cash $0.24 12/14/2023 01/16/2024 01/30/2024
10/13/2023 Cash $0.40 08/29/2023 10/16/2023 10/30/2023
09/14/2023 Cash $0.08 08/29/2023 09/15/2023 09/28/2023
08/14/2023 Cash $0.08 07/26/2023 08/15/2023 08/30/2023
07/14/2023 Cash $0.08 06/26/2023 07/17/2023 07/28/2023
06/14/2023 Cash $0.08 05/30/2023 06/15/2023 06/29/2023
05/12/2023 Cash $0.08 04/26/2023 05/15/2023 05/30/2023
04/14/2023 Cash $0.08 03/27/2023 04/17/2023 04/27/2023
03/14/2023 Cash $0.08 02/15/2023 03/15/2023 03/28/2023
02/14/2023 Cash $0.10 01/30/2023 02/15/2023 02/27/2023
01/13/2023 Cash $0.10 12/29/2022 01/17/2023 01/30/2023

Talking about buying back shares, that's a good thing. I bought in at $13.00 early November. Looks ok right now, but let's wait and see. Most anaylsts say to hold long.

It's about time........ I was wondering about that

Hopefully it will keep goin up.

That is what they stated in the PR about wanting the price to increase when they did the RS

finally moving back up

Most of these aren't investments. They are becoming like the Pinks. Wash-Rinse-Repeat. $MFA and $NYMT did splits, now they are slowly walking the dividend down to where it was pre-split.

How is the reverse split going to affect the stock price? Are we going to sell off after the split?

1 for 5 reverse split keeping the divy at .40 cents September 29th

We’ll see

I concur,

This is near its ATL . The inherent risk is reduced. As long as they keep the monthly divi around .07-.08 per month, they will be just fine.

ARR, a mREIT, has been an awful investment for years. What's the problem? The usual culprit, too much leverage. ARR has tons of risky debt.



Here's the same stock on IHUB's chart which covers 2016 thru today. Not much different.

Yes, FIDELITY shows the next DIVI to be $0.08
Which is why the PPS dropped.

GLTU

GO4AWILDRIDE

I heard it cut down a dividend to $0.08 a month now

Latest DIVI announcement did not include the EX-DATE.
Went to the company site and found the following info:

Ex-Dividend Date: 2/14/2023

Record Date: 2/15/2023

Pay Date: 2/27/2023

Amount: 0.1000

GO4AWILDRIDE

Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Armour Residential REIT is rated Zacks Rank #2 (Buy).

https://finance.yahoo.com/news/know-beyond-why-armour-residential-130001199.html

What happened here today

Ouch

[color=red]Good 4 you. I will b doing the same ... Great Dividends !!!![/color]

[color=red]Good 4 you. I will b doing the same ... Great Dividends !!!![/color]

I bought more!

Hi pappi, lonely site here! I’m thinking-
Interest rates are expected to go up which is spooking everyone away from this?
I also have been adding more on the decline.
My guess is divvy is stable at .10 cents?
If that goes down look out below! Or if they cancel the monthly, or something like that?
I think this is a little under value and will adjust to those higher rates and level out and head higher?
Also I heard they are selling and diluting shares in?
This one to me seems a little risky, but I have been long term anyway.
There are a few others I trust much more and have been good to me.
This one really not the best I think, but yes I have been adding also..

Anyone out there beginning to think this might be a bottom bargain? I'm already in it and letting the DRIP process lower average cost per share while growing a share count base. But I'm thinking this might be worth additional contributions due to LT upside potential.

- Not a post in a year! Wow.

p

ARMOUR Residential REIT, Inc. Announces Resumption of Monthly Common Dividends With June Dividend of $0.09 per Common Share

ARR also rebalanced the balance sheet. They went from a leverage ratio of 9 to 1 in the last couple of months. New book value is 11ish. A lot safer now

With Covid-19 ARR has MBS which makes this very safe.

Thank you.

Down 3/4's now, but it will come back in afew month's when all is better. Dividend's r still coming in & i am buying more as i can afford.

I've been watching this for a while - may I ask, with the share price down where it is now, and your experience owning this, how do.you feel about the future of ARR? Thank you for your time.

[bHave owned this stock 4 YEARS, so i do like the dividends... I liked the 21 cents dividends MUCH better ...

7 months of collecting dividends (.17 a month), not sure what the problem is

You think ... It's only been 7 months ...

ARR recovered well from the dividend drop

What's with the DIVIDEND DROP ????? Anybody have any info ....

BRK isn't JUST a sort of index fund. Consider its very profitable 2008 investment in Bank of America and its current $10 billion investment in Occidental preferreds to finance the buyout of Anadarko Petroleum.

Buffett can deliver enormous cash almost instantly... and on a handshake after a day or two of diligence. No one can act faster than BRK. That's one reason I own index funds and BRK.

https://seekingalpha.com/article/4259016-buffett-back-bang-analyzing-occidental-preferred-deal-means-brk-holders

If you treat the markets like you're in a casino, then the markets will treat you like you're in a casino - You'll get bad odds.

https://www.cnbc.com/2019/04/25/buffett-says-investors-would-be-served-equally-well-by-sp-or-berkshire.html

"Dividend growth with a low yield. That's the secret sauce. And it's just about the opposite of the recipe most REITs seem to follow."

Worked for me for years, Porgie. Several of my moderate-yielding blue chips have smashed thru their highs lately... while upping their payouts... once again.

Just ran the numbers with that calculator on my three Dow component stocks over a ten year period.

- Travelers Insurance: $33,747
- MMM: $40,435
- Boeing: $53,618

SPY: $24,139 (The Dow 30 index)

ARR: $12,178 (to keep things honest for IHUB)

Bizarre how some players argue that ultra high yield stocks like ARR are great investments.

I almost wore out that calculator when I found it recently. Its results are sometimes surprising, and perhaps misleading, especially where a stock was unusually low (or high) exactly ten years ago. But I love how it figures-in splits and reinvested dividends, and comes up with the ten year performance based on a $10,000 investment. Ten years is about my investing horizon.

My activity on the ARR board proved to be remarkably beneficial to me. Like you, I decided that "market rate div payers" were the way to go, and that anything paying in the double digits was a sucker bet.

One of my sensible div payers was a little 100 year old airplane startup called Boeing. Paid a solid 3% with a bit of room for appreciation.

BA was the #1 Dow 30 stock in 2017 and it's going up faster than ever in '18.

Only problem is it sells for $335 a share and all IHUBner know that only pennies rise much. LOLOLOLOLOL! BTW, did you notice that the Dow beat the S&P in '17. That was mainly because of BA's heavy weighting in the Dow. 2017 was a fantastic year for my kind of buy/hold blue chips.

Very interesting calculator. Back when we were all arguing about ARR being a wise investment or not I remember coming across a white paper where the author was making a case for high yield being a value trap. His math was so compelling it convinced me at that time.

Just for a lark, I took that calculator and plugged in the top 5 yielding stocks on the Dow 30 (VZ, PFE, IBM, XOM, and MRK). They produced an average annualized performance of 6% which is not terribly shabby. Or maybe it is considering the bull market of the last ten years?

Then I plugged in the bottom 5 Dow yields (AXP, UNH, NKE, GS, and V). They produced an average annualized performance of 14.4%.

Dividend growth with a low yield. That's the secret sauce. And it's just about the opposite of the recipe most REITs seem to follow.

Really thrilled that I passed on ARR years ago. $10,000 invested in ARR ten years ago would have become $12,178, or an average annual return of 1.99% according to this nice calculator: Virtually everything else did better.
https://www.stocksplithistory.com/?symbol=arr

After almost buying ARR I quickly decided that whole sector wasn't for me, ... or for most investors.

ARR invest 26.17









normal chart




log chart

we may see more of a drop on friday...I hope so ...I have been in this for years and years...love the div...waiting to grab more

Great job keep pushing it down!!

I want to see 24.85 by the end of the Day

Keep cashing it better divy percentage!!!