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ARMOUR Residential REIT ( (ARR) ) just unveiled an update.
ARMOUR Residential REIT, Inc. reported unaudited first-quarter 2026 results on April 22, 2026, posting a GAAP net loss attributable to common shareholders of $58.0 million, or $0.49 per share, despite generating $70.7 million in net interest income and $90.5 million in distributable earnings, or $0.76 per share. The REIT raised over $221 million through at-the-market issuances of common and preferred stock, paid $0.72 per common share in dividends for the quarter, and modestly repurchased stock, while CEO Scott Ulm highlighted solid performance amid MBS volatility and a continued emphasis on disciplined capital deployment, robust liquidity, and maintaining dividends through market turbulence.
As of March 31, 2026, book value per common share fell 6.5% from year-end to $17.42, driving a negative total economic return of 2.6% for the quarter, with losses on mortgage-backed and Treasury securities partly offset by gains on interest rate swaps and futures. The company reported $1.1 billion in liquidity, a portfolio heavily concentrated in Agency MBS, leverage near eight times equity including TBA exposure, and, in an April 20, 2026 update, disclosed continued capital raising, stable high leverage, and a securities portfolio exceeding $21 billion, underscoring its commitment to scale and shareholder payouts despite ongoing market volatility.
The most recent analyst rating on (ARR) stock is a Buy with a $20.50 price target. To see the full list of analyst forecasts on ARMOUR Residential REIT stock, see the ARR Stock Forecast page.
Spark’s Take on ARR Stock
According to Spark, TipRanks’ AI Analyst, ARR is a Neutral.
The score is held back primarily by volatile financial performance and uneven multi-year consistency (including unclear leverage presentation in the provided statements). Offsetting this are constructive technicals (price above key moving averages with positive MACD), very inexpensive valuation with a high dividend yield, and a generally positive earnings-call outlook supported by strong recent economic returns, book value improvement, and robust liquidity—tempered by prepayment and funding/capital-raise risks.
To see Spark’s full report on ARR stock, click here.
More about ARMOUR Residential REIT
ARMOUR Residential REIT, Inc. is a mortgage real estate investment trust that invests primarily in U.S. Agency mortgage‑backed securities and related instruments. The company funds its $21.1 billion portfolio largely through repurchase agreements and uses interest rate swaps and other hedges to manage risk, maintaining high leverage and significant liquidity to support dividend-focused returns for shareholders.
Average Trading Volume: 3,368,494
Technical Sentiment Signal: Buy
Current Market Cap: $2.14B
See more data about ARR stock on TipRanks’ Stock Analysis page.