B. Riley Equities Analysts Reduce Earnings Estimates for ARR

Key Points

• ARMOUR Residential REIT's Q4 2025 EPS estimates were downgraded by B. Riley to $0.80, down from a previous estimate of $0.93, while the consensus estimate for the full-year earnings remains at $3.80 per share.
• The real estate investment trust reported $0.77 earnings per share for the last quarter, missing analysts' expectations by $0.04 and experiencing a negative net margin of 4.55%.
• ARMOUR Residential REIT is declaring a $0.24 dividend with a yield of 17.2%, which will be paid on August 29th to investors of record by August 15th.

ARMOUR Residential REIT, Inc. (NYSE:ARR - Free Report) - Equities researchers at B. Riley lowered their Q4 2025 earnings per share (EPS) estimates for shares of ARMOUR Residential REIT in a research report issued on Thursday, July 24th. B. Riley analyst R. Binner now anticipates that the real estate investment trust will earn $0.80 per share for the quarter, down from their prior forecast of $0.93. 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 FY2026 earnings at $3.50 EPS.

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

ARMOUR Residential REIT Price Performance

ARMOUR Residential REIT stock traded up $0.06 during midday trading on Monday, reaching $16.69. The company's stock had a trading volume of 2,277,534 shares, compared to its average volume of 2,749,871. The stock's 50-day simple moving average is $16.55 and its 200-day simple moving average is $17.13. ARMOUR Residential REIT has a 52-week low of $13.18 and a 52-week high of $21.08. The stock has a market capitalization of $1.53 billion, a P/E ratio of -69.52 and a beta of 1.36.

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 EPS for the quarter, missing analysts' consensus estimates of $0.81 by ($0.04). ARMOUR Residential REIT had a negative net margin of 4.55% and a positive return on equity of 15.89%. The business had revenue of $84.19 million during the quarter, compared to analysts' expectations of $52.77 million.

ARMOUR Residential REIT Announces Dividend

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

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Principal Financial Group Inc. raised its position in ARMOUR Residential REIT by 40.2% during the first quarter. Principal Financial Group Inc. now owns 379,182 shares of the real estate investment trust's stock valued at $6,484,000 after acquiring an additional 108,769 shares in the last quarter. Norges Bank purchased a new position in ARMOUR Residential REIT during the fourth quarter valued at approximately $2,619,000. Bank of America Corp DE raised its position in ARMOUR Residential REIT by 25.3% during the fourth quarter. Bank of America Corp DE now owns 104,744 shares of the real estate investment trust's stock valued at $1,975,000 after acquiring an additional 21,177 shares in the last quarter. Rhumbline Advisers raised its position in ARMOUR Residential REIT by 19.7% during the first quarter. Rhumbline Advisers now owns 188,792 shares of the real estate investment trust's stock valued at $3,228,000 after acquiring an additional 31,133 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in ARMOUR Residential REIT by 17.4% during the fourth quarter. Vanguard Group Inc. now owns 6,046,157 shares of the real estate investment trust's stock valued at $114,031,000 after acquiring an additional 895,433 shares in the last quarter. 54.17% of the stock is owned by institutional investors and hedge funds.

ARMOUR Residential REIT Company Profile

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.