B. Riley Issues Pessimistic Forecast for ARR Earnings

Key Points

• B. Riley has reduced its Q3 2025 earnings estimate for ARMOUR Residential REIT to $0.77 per share, down from $0.90, indicating a pessimistic outlook for the company.
• ARMOUR Residential REIT recently announced a dividend yield of 17.2%, with a dividend of $0.24 per share set to be paid on August 29th to shareholders of record by August 15th.
• The company has a consensus rating of "Hold" and a target price of $18.50, indicating that market analysts are cautious about the stock's performance.

ARMOUR Residential REIT, Inc. (NYSE:ARR - Free Report) - Analysts at B. Riley dropped their Q3 2025 earnings per share estimates for ARMOUR Residential REIT in a report issued on Thursday, July 24th. B. Riley analyst R. Binner now forecasts that the real estate investment trust will post earnings of $0.77 per share for the quarter, down from their previous estimate of $0.90. The consensus estimate for ARMOUR Residential REIT's current full-year earnings is $3.80 per share. B. Riley also issued estimates for ARMOUR Residential REIT's FY2025 earnings at $3.20 EPS.

ARMOUR Residential REIT (NYSE:ARR - Get Free Report) last released its quarterly earnings results on Wednesday, July 23rd. The real estate investment trust reported $0.77 earnings per share for the quarter, missing analysts' consensus estimates of $0.81 by ($0.04). ARMOUR Residential REIT had a positive return on equity of 15.89% and a negative net margin of 4.55%. The company had revenue of $84.19 million during the quarter, compared to analyst estimates of $52.77 million.

Other equities analysts have also recently issued reports about the company. Jones Trading reissued a "hold" rating on shares of ARMOUR Residential REIT in a report on Thursday, April 24th. Janney Montgomery Scott upgraded ARMOUR Residential REIT from a "neutral" rating to a "buy" rating in a research note on Monday, April 28th. Finally, UBS Group reiterated a "neutral" rating and issued a $16.00 target price (up from $14.00) on shares of ARMOUR Residential REIT in a research note on Thursday, July 10th. One analyst has rated the stock with a sell rating, five have assigned a hold rating and one has issued a buy rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $18.50.

ARMOUR Residential REIT Trading Down 0.5%

Shares of NYSE ARR traded down $0.09 during trading on Friday, reaching $16.78. The company had a trading volume of 1,677,614 shares, compared to its average volume of 2,735,828. ARMOUR Residential REIT has a twelve month low of $13.18 and a twelve month high of $21.08. The stock has a market capitalization of $1.54 billion, a PE ratio of -69.89 and a beta of 1.36. The stock has a 50-day moving average price of $16.55 and a two-hundred day moving average price of $17.14.

ARMOUR Residential REIT Announces Dividend

The company also recently declared a aug 25 dividend, which will be paid on Friday, August 29th. Shareholders of record on Friday, August 15th will be given a dividend of $0.24 per share. This represents a yield of 17.2%. The ex-dividend date of this dividend is Friday, August 15th. ARMOUR Residential REIT's dividend payout ratio (DPR) is presently -1,200.00%.

Institutional Investors Weigh In On ARMOUR Residential REIT

Several institutional investors and hedge funds have recently modified their holdings of the stock. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of ARMOUR Residential REIT in the second quarter worth about $525,000. Yousif Capital Management LLC boosted its position in shares of ARMOUR Residential REIT by 9.6% in the second quarter. Yousif Capital Management LLC now owns 30,274 shares of the real estate investment trust's stock worth $509,000 after buying an additional 2,658 shares during the period. CWM LLC boosted its position in shares of ARMOUR Residential REIT by 126.2% in the second quarter. CWM LLC now owns 6,429 shares of the real estate investment trust's stock worth $108,000 after buying an additional 3,587 shares during the period. Maryland State Retirement & Pension System boosted its position in shares of ARMOUR Residential REIT by 7.8% in the second quarter. Maryland State Retirement & Pension System now owns 24,025 shares of the real estate investment trust's stock worth $404,000 after buying an additional 1,732 shares during the period. Finally, KLP Kapitalforvaltning AS boosted its position in shares of ARMOUR Residential REIT by 83.1% in the second quarter. KLP Kapitalforvaltning AS now owns 16,520 shares of the real estate investment trust's stock worth $278,000 after buying an additional 7,500 shares during the period. Hedge funds and other institutional investors own 54.17% of the company's stock.

About ARMOUR Residential REIT

ARMOUR Residential REIT, Inc invests in residential mortgage-backed securities (MBS) in the United States. Its securities portfolio primarily consists of the United States Government-sponsored entity's (GSE) and the Government National Mortgage Administration's issued or guaranteed securities backed by fixed rate, hybrid adjustable rate, and adjustable-rate home loans; and unsecured notes and bonds issued by the GSE and the United States treasuries, as well as money market instruments.