Armour Residential REIT: A Discounted Recovery Play Earns A Cautious Buy

ARMOUR Residential REIT is rated a cautious BUY at $12.88, trading at a 12% discount to estimated book value and offering a 22.4% yield. My base case expects a 15%–25% total return over 12 months if mortgage spreads stabilize, but the downside could reach -30% if spreads widen or funding dislocates. ARR's distributable earnings nearly cover its dividend, but high leverage and recent book value declines heighten risk; sustainability hinges on spread stabilization and funding access.

Seeking Alpha • Oct 28, 2026

Armour Residential REIT: Sidelined Again As A High-Yield Idea With MBS Volatility

ARMOUR Residential REIT offers a yield above 22% but remains a neutral-rated hold due to persistent headwinds. ARR underperforms key benchmarks and peers, with weak momentum, elevated leverage, and negative EPS growth expectations. Despite strong profit margins and agency MBS focus, short-term funding costs and dividend coverage concerns elevate risk.

Seeking Alpha • Oct 26, 2026

ARMOUR Residential REIT Q3 Earnings Call Highlights

ARMOUR Residential REIT NYSE: ARR reported a third-quarter 2026 GAAP net loss attributable to common stockholders of $327 million, or $2.26 per common share, as a late-quarter widening in mortgage spreads and rising interest rates pressured the company's book value.

MarketBeat • Oct 22, 2026

ARMOUR Residential REIT, Inc. (ARR) Q3 2026 Earnings Call Transcript

ARMOUR Residential REIT, Inc. ( ARR ) Q3 2026 Earnings Call October 22, 2026 8:00 AM EDT Company Participants Scott Ulm - CEO and Vice Chairman Gordon Harper - CFO & Secretary Sergey Losyev - Co-Chief Investment Officer Desmond Macauley - Co-Chief Investment Officer & Head of Risk Management Conference Call Participants Douglas Harter - BTIG, LLC, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Timothy D'Agostino - B. Riley Securities, Inc., Research Division Jason Stewart - Compass Point Research & Trading, LLC, Research Division David Storms - Stonegate Capital Partners, Inc., Research Division Presentation Operator Good day, and welcome to the ARMOUR Residential REIT's Third Quarter 2026 Earnings Conference Call [Operator Instructions] Please note this event is being recorded.

Seeking Alpha • Oct 22, 2026

ARMOUR Residential REIT, Inc. Announces Q3 Results And September 30, 2026 Financial Position

VERO BEACH, Florida, Oct. 21, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR PRC) (“ARMOUR” or the “Company”) today announced the Company's unaudited Q3 results and September 30, 2026 financial position.

GlobeNewsWire • Oct 21, 2026

Armour Residential REIT (ARR) Q3 Earnings Lag Estimates

Armour Residential REIT (ARR) came out with quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.72 per share a year ago.

Zacks Investment Research • Oct 22, 2026

ARMOUR Residential REIT, Inc. Third Quarter 2026 Webcast Scheduled for October 22, 2026

VERO BEACH, Florida, Oct. 20, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) announced today that it will provide an online, real‑time webcast of its conference call with equity analysts covering third quarter 2026 operating results on Thursday, October 22, 2026. The Company will issue its third quarter 2026 earnings release after the close of trading on Wednesday, October 21, 2026.

GlobeNewsWire • Oct 20, 2026

ARMOUR Residential REIT, Inc. Announces November 2026 Dividend Rate Per Common Share

VERO BEACH, Florida, Oct. 20, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the November 2026 cash dividend for the Company's Common Stock.

GlobeNewsWire • Oct 20, 2026

ARMOUR Residential REIT, Inc. Announces Margaret Field Karr Has Joined as Strategic Investor Relations Advisor

VERO BEACH, Florida, Oct. 20, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced that Margaret Field Karr has joined ARMOUR to provide strategic investor relations and corporate communications advisory services.

GlobeNewsWire • Oct 20, 2026

Buy 7 October Dividend Power Dogs If You Dare

Invesco Mortgage Capital (IVR), MFA Financial (MFA), and five others lead the October Dividend Power list with high yields and 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver average net gains of 86.23% by October 2027, with analyst targets indicating significant upside potential. Dividend Power strategy focuses on high earnings yield and top dividend yield, favoring underpriced, high-yielding 'underdog' stocks for contrarian, income-focused investors.

Seeking Alpha • Oct 14, 2026