B. Riley 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) - B. Riley decreased their Q4 2025 earnings per share (EPS) estimates for ARMOUR Residential REIT in a research note issued to investors on Thursday, July 24th. B. Riley analyst R. Binner now anticipates that the real estate investment trust will post earnings per share of $0.80 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.

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). The business had revenue of $84.19 million for the quarter, compared to the consensus estimate of $52.77 million. ARMOUR Residential REIT had a negative net margin of 4.55% and a positive return on equity of 15.89%.

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

ARMOUR Residential REIT Stock Performance

Shares of NYSE ARR traded down $0.08 during midday trading on Monday, hitting $16.36. 591,130 shares of the stock traded hands, compared to its average volume of 2,738,604. ARMOUR Residential REIT has a one year low of $13.18 and a one year high of $21.08. The firm has a 50-day moving average of $16.55 and a two-hundred day moving average of $17.13. The firm has a market capitalization of $1.50 billion, a P/E ratio of -68.22 and a beta of 1.36.

Institutional Investors Weigh In On ARMOUR Residential REIT

Several hedge funds and other institutional investors have recently bought and sold shares of ARR. Sterling Capital Management LLC boosted its holdings in ARMOUR Residential REIT by 927.9% during the fourth quarter. Sterling Capital Management LLC now owns 1,768 shares of the real estate investment trust's stock worth $33,000 after buying an additional 1,596 shares in the last quarter. Fifth Third Bancorp increased its position in ARMOUR Residential REIT by 184.3% during the second quarter. Fifth Third Bancorp now owns 2,198 shares of the real estate investment trust's stock worth $37,000 after purchasing an additional 1,425 shares during the last quarter. Russell Investments Group Ltd. increased its position in shares of ARMOUR Residential REIT by 35.2% in the fourth quarter. Russell Investments Group Ltd. now owns 2,695 shares of the real estate investment trust's stock worth $51,000 after acquiring an additional 702 shares in the last quarter. Ameritas Advisory Services LLC purchased a new position in shares of ARMOUR Residential REIT in the second quarter valued at $66,000. Finally, C M Bidwell & Associates Ltd. purchased a new position in shares of ARMOUR Residential REIT in the fourth quarter valued at $75,000. 54.17% of the stock is currently owned by institutional investors and hedge funds.

ARMOUR Residential REIT Dividend Announcement

The firm 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 $0.24 dividend. The ex-dividend date is Friday, August 15th. This represents a yield of 17.2%. ARMOUR Residential REIT's dividend payout ratio is presently -1,200.00%.

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.