Every material Form 8-K Armour Residential REIT has filed with the SEC since October 23, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
ARMOUR Residential REIT furnished an October 2026 monthly presentation as Exhibit 99.1 to an 8-K dated October 21, 2026, under Item 7.01, so it is not deemed filed under the Exchange Act. The presentation shows a total portfolio market value of $21,271 million as of 09/30/26, a debt-to-equity ratio of 8.2, $1,019.3 million of liquidity, and a $0.24 November 2026 common dividend. The filing contains no earnings or guidance, and the company states the information is unaudited.
November 2026 common dividend of $0.24; ex-dividend and record date 11/16/2026, pay date 11/27/2026
Total portfolio market value of $21,271 million as of 09/30/26, of which agency portfolio is $19,992 million
Debt-to-equity of 8.2 and liquidity of $1,019.3 million
BUCKLER Securities LLC provides 49.8% of repo positions; ARMOUR owns a 10.8% equity interest in BUCKLER
ARMOUR Residential REIT reported a GAAP net loss to common stockholders of $327.0 million for Q3 2026, driven mainly by a $1,165.1 million loss on MBS, partly offset by gains on interest rate swaps and futures. Book value per common share fell to $14.55 from $17.53 in Q2, and the total economic return was (12.9)%, though Distributable Earnings per common share held near prior levels at $0.71.
GAAP net loss to common stockholders of $327.0 million, or $2.26 per share, compared with net income of $111.5 million, or $0.86 per share, in Q2 2026.
Book value per common share of $14.55, down from $17.53 in Q2 2026; total economic return of (12.9)% for Q3.
Distributable Earnings available to common stockholders of $102.3 million, or $0.71 per share, compared with $0.72 per share in Q2 2026.
Common dividend of $0.24 per share per month declared for Q3; a $0.24 dividend is payable November 27, 2026 to holders of record on November 16, 2026.
ARMOUR Residential REIT, Inc. announced a cash dividend of $0.24 per common share for November 2026, with a holder of record date of November 16, 2026 and a payment date of November 27, 2026. The filing is a routine monthly dividend announcement and does not report changes to financial results or guidance.
Dividend amount: $0.24 per common share for November 2026
Holder of record date: November 16, 2026
Payment date: November 27, 2026
Dividend is set at the discretion of the board of directors, which may consider results, cash flows and market conditions
ARMOUR Residential REIT announced it will hold an online webcast of its conference call with equity analysts on Thursday, October 22, 2026, at 8:00 a.m. Eastern Time to discuss third quarter 2026 operating results. The company will release its third quarter earnings after the close of trading on October 21, 2026. The filing contains no financial results, so it does not yet show how the quarter performed.
Webcast of the Q3 2026 analyst call: Thursday, October 22, 2026, beginning 8:00 a.m. ET
Third quarter 2026 earnings release: after market close on Wednesday, October 21, 2026
Replay available on the company website, www.armourreit.com, for one year
ARMOUR Residential REIT amended its Equity Sales Agreement on July 24, 2026, adding 25,000,000 shares of common stock that it may sell, for a total of up to 25,544,352 shares including 544,352 unsold shares from earlier amendments. The company also increased its authorized common stock from 175,000,000 to 250,000,000 shares, effective July 23, 2026. Issuing shares under this program would increase the number of shares outstanding.
The amended program covers up to 25,544,352 shares, including 544,352 unsold shares carried over from prior amendments.
Authorized common shares rose from 175,000,000 to 250,000,000 under Articles of Amendment filed with Maryland on July 23, 2026.
Agents include BUCKLER Securities LLC, an affiliate of the company, along with B. Riley Securities, Citizens JMP, JonesTrading, Ladenburg Thalmann, BTIG, StockBlock and Huntington Securities; Janney Montgomery Scott was removed.
A prospectus supplement was filed with the SEC on July 24, 2026 under shelf Registration No. 333-278327, and an updated U.S. federal income tax summary was filed as Exhibit 99.1.
ARMOUR Residential REIT reported unaudited second-quarter 2026 GAAP net income to common stockholders of $111.5 million, or $0.86 per share, compared with a net loss of $58.0 million in the first quarter. Distributable Earnings per common share fell to $0.72 from $0.76, while the common dividend held at $0.72 for the quarter, so shareholders see a swing to profit alongside a lower earnings measure that covers the dividend.
GAAP net income to common stockholders was $111.5 million, or $0.86 per share, in Q2 2026, versus a loss of $58.0 million, or $(0.49) per share, in Q1 2026.
Distributable Earnings available to common stockholders was $93.2 million, or $0.72 per share, down from $0.76 per share in Q1 2026.
Book value per common share rose to $17.53 at June 30, 2026, from $17.42 at March 31, 2026; total economic return for Q2 was 4.8%.
A cash dividend of $0.24 per common share is payable August 28, 2026, to holders of record on August 17, 2026.
At its April 30, 2026 annual meeting, ARMOUR stockholders approved a Fourth Amended and Restated Stock Incentive Plan that adds 1,000,000 shares for issuance, and elected all eight director nominees. Stockholders also ratified Deloitte & Touche LLP as auditor for 2026 and approved 2025 executive compensation on a non-binding advisory basis. The share increase raises the pool available for equity awards, which affects existing shareholders through potential dilution.
Plan adds 1,000,000 shares; only 3,506 shares remained available for grant as of March 19, 2026
Plan sets a ten-year term ending April 29, 2036 and adds a clawback provision
Say-on-pay approved with 48,910,162 votes for and 2,512,562 against
Stockholders voted for one-year frequency of future advisory votes on executive compensation (50,596,296 votes)
ARMOUR Residential REIT reported a GAAP net loss to common stockholders of $58.0 million, or $0.49 per share, for Q1 2026, compared with net income to common stockholders of $208.7 million in Q4 2025. Book value per common share fell 6.5% to $17.42 at March 31, 2026, while Distributable Earnings per share rose to $0.76 from $0.71, and the company declared a $0.24 monthly common dividend.
GAAP net loss to common stockholders of $58.0 million, or $0.49 per share, versus net income to common of $208.7 million in Q4 2025
Distributable Earnings available to common stockholders of $90.5 million, or $0.76 per share, versus $79.8 million, or $0.71 per share, in Q4 2025
Book value per common share of $17.42 at March 31, 2026, down from $18.63 at December 31, 2025; Q1 total economic return of (2.6)%
Declared $0.24 per common share payable May 28, 2026, to holders of record on May 15, 2026
ARMOUR Residential REIT amended its management agreement with its external manager, ARMOUR Capital Management, extending the base term by 3.25 years to March 31, 2033. The company also confirmed a $0.24 per share April 2026 common dividend and monthly Series C Preferred dividends of $0.14583 per share for the second quarter of 2026.
Management agreement base term extended from December 31, 2029 to March 31, 2033; other terms unchanged
April 2026 common dividend of $0.24 per share, record date April 15, payable April 29, 2026
Series C Preferred monthly dividend of $0.14583 per share for April, May and June 2026, payable April 27, May 27 and June 29, 2026
ARMOUR Residential REIT reported unaudited fourth-quarter 2025 GAAP net income available to common stockholders of $208.7 million, or $1.86 per share, up from $156.3 million, or $1.49 per share, in the third quarter. Distributable Earnings per common share were $0.71, compared with $0.72 in the prior quarter, and book value per common share rose to $18.63 from $17.49.
Q4 2025 GAAP net income available to common stockholders: $208.7 million, or $1.86 per common share (Q3 2025: $156.3 million, or $1.49)
Distributable Earnings available to common stockholders: $79.8 million, or $0.71 per common share (Q3 2025: $0.72)
Book value per common share: $18.63 at December 31, 2025, up 6.5% from $17.49 at September 30, 2025
Q4 2025 total economic return of 10.63%; common dividends of $0.72 per share for the quarter
On January 28, 2026, ARMOUR Residential REIT entered into Amendment No. 7 to its Equity Sales Agreement, adding 15,000,000 shares of common stock that may be offered and sold through sales agents. The program now covers up to 23,244,198 shares, including 8,244,198 shares that remained unsold under earlier amendments, so the amendment increases the number of shares that could be issued and added to shares outstanding.
Amendment No. 7 dated January 28, 2026 adds 15,000,000 shares; total available is up to 23,244,198 shares, including 8,244,198 unsold from prior amendments.
Janney Montgomery Scott LLC is removed as a sales agent and Huntington Securities, Inc. is added.
The related prospectus supplement was filed with the SEC on January 28, 2026, under shelf registration No. 333-278327.
ARMOUR Residential REIT reported unaudited third-quarter 2025 GAAP net income available to common stockholders of $156.3 million, or $1.49 per share, compared with a loss in the second quarter. Distributable Earnings were $75.3 million, or $0.72 per common share, down from $0.77 in Q2, and book value per common share rose to $17.49 at September 30, 2025. Shareholders receive the results alongside a $0.24 monthly common dividend.
GAAP net income available to common stockholders was $156.3 million, or $1.49 per share, versus a loss of $78.6 million, or $0.94 per share, in Q2 2025.
Distributable Earnings were $75.3 million, or $0.72 per common share, versus $64.9 million, or $0.77 per share, in Q2 2025.
Book value per common share was $17.49 at September 30, 2025, up from $16.90 at June 30, 2025.
Common dividend of $0.24 per share will be paid October 30, 2025, and another $0.24 is payable November 28, 2025.
ARMOUR Residential REIT closed a public offering of 18,500,000 common shares on August 7, 2025, for gross proceeds of approximately $302.5 million before underwriting discounts and offering expenses. The company plans to use the net proceeds to acquire additional mortgage-backed securities and other mortgage-related assets. Underwriters also hold a 30-day option to buy up to 2,775,000 more shares, which would add shares outstanding and dilute existing holders if exercised.
Firm offering of 18,500,000 shares of common stock at $16.35 per share, sold to underwriters led by Goldman Sachs & Co. LLC under an agreement dated August 5, 2025.
Gross proceeds of approximately $302,475,000 for the firm shares; approximately $347,846,250 if the 2,775,000-share option is exercised in full.
Net proceeds are intended for mortgage-backed securities and other mortgage-related assets, per the filing.
Offering settled on August 7, 2025; BUCKLER Securities LLC, an affiliate of the company, participated as an underwriter.
ARMOUR Residential REIT amended its at-the-market equity sales agreement on July 25, 2025, increasing the number of common shares it may sell under the program by 9,500,000. The amended program covers up to 17,732,711 shares, including 8,232,711 shares that remained unsold under earlier amendments. The filing does not report any shares sold or proceeds raised, but the larger share pool gives the company room to issue more stock, which could dilute existing shareholders.
Amendment No. 6, dated July 25, 2025, raised the share count under the Equity Sales Agreement by 9,500,000 shares.
The amended agreement covers up to 17,732,711 shares, including 8,232,711 unsold shares carried over from prior amendments.
Eight sales agents are named, including B. Riley Securities, BTIG, Citizens JMP Securities, Janney Montgomery Scott and JonesTrading.
Shares will be sold under a prospectus supplement filed with the SEC on July 25, 2025, under shelf registration No. 333-278327.
ARMOUR Residential REIT reported an unaudited second-quarter 2025 GAAP net loss to common stockholders of $78.6 million, or $0.94 per share, compared with net income of $24.3 million in the first quarter. The company's table of drivers shows losses on interest rate swaps and futures contracts, and its book value per common share fell to $16.90 from $18.59. Distributable Earnings available to common stockholders were $64.9 million, or $0.77 per share, down from $0.86 per share in Q1, while the company continued its $0.24 monthly common dividend.
GAAP net loss to common stockholders of $78.6 million, or $0.94 per share, versus net income of $24.3 million, or $0.32 per share, in Q1 2025
Distributable Earnings available to common stockholders of $64.9 million, or $0.77 per share, versus $0.86 per share in Q1 2025
Book value per common share of $16.90 at June 30, 2025, compared with $18.59 at March 31, 2025; total economic return was (5.22)% for Q2
Common dividend of $0.24 per share payable July 30, 2025, with another $0.24 declared for payment August 29, 2025
ARMOUR Residential REIT reported unaudited first-quarter 2025 results, with GAAP net income available to common stockholders of $24.3 million, or $0.32 per share, compared with a loss of $49.4 million, or $0.83 per share, in Q4 2024. Book value per common share fell to $18.59 at March 31, 2025, from $19.07 at December 31, 2024, while Distributable Earnings rose to $0.86 per common share from $0.78.
GAAP net income available to common stockholders: $24.3 million, or $0.32 per share, for Q1 2025, versus a $49.4 million loss, or $0.83 per share, in Q4 2024
Distributable Earnings: $0.86 per common share for Q1 2025, versus $0.78 in Q4 2024 (non-GAAP)
Book value per common share: $18.59 at March 31, 2025, versus $19.07 at December 31, 2024
Common dividend of $0.24 per share payable April 29, 2025, with a further $0.24 declared payable May 29, 2025
ARMOUR Residential REIT amended its equity sales agreement to raise the number of common shares it may sell through agents by 15,000,000. The amended program covers up to 24,049,403 shares, including 9,049,403 shares left unsold under earlier amendments. The filing does not state how many shares have been sold or the proceeds, and it describes the change only as a sales program expansion, so existing shareholders may face potential dilution if these shares are issued.
Amendment No. 5 dated February 13, 2025 adds 15,000,000 shares to the at-the-market sales program
Total shares available under the amended agreement: 24,049,403, including 9,049,403 unsold shares carried over
Sales agents include BUCKLER Securities, B. Riley Securities, BTIG, Citizens JMP, Janney Montgomery Scott, JonesTrading, Ladenburg Thalmann and StockBlock Securities
Shares will be issued under a prospectus supplement filed February 13, 2025 on shelf registration Form S-3 (No. 333-278327)
ARMOUR Residential REIT reported unaudited fourth-quarter 2024 results, showing a GAAP net loss to common stockholders of $49.4 million, or $0.83 per share, compared with net income to common of $62.9 million in the prior quarter. Distributable Earnings available to common stockholders fell to $46.5 million, or $0.78 per share, from $52.0 million, or $1.00 per share, and book value per common share declined to $19.07 from $20.76 at September 30, 2024, which matters to shareholders because it reflects the value of their equity stake.
Q4 2024 GAAP net loss to common stockholders was $49.4 million, or $0.83 per common share, versus net income to common of $62.9 million, or $1.21 per share, in Q3 2024.
Distributable Earnings available to common stockholders were $46.5 million, or $0.78 per share, down from $52.0 million, or $1.00 per share, in Q3 2024.
Book value per common share was $19.07 at December 31, 2024, compared with $20.76 at September 30, 2024; total economic return was (4.67)% for Q4 2024.
Common dividends were $0.24 per share per month, or $0.72 per share for Q4 2024, and the company declared $0.24 per share payable February 27, 2025 and March 27, 2025.
ARMOUR Residential REIT reported unaudited Q3 2024 results, with GAAP net income available to common stockholders of $62.9 million, or $1.21 per share, after a Q2 loss. Distributable Earnings per common share fell to $1.00 from $1.08 in Q2, and net interest income dropped to $1.8 million from $7.0 million, so the quarter's improvement came mainly from the GAAP line rather than the company's distributable measure.
GAAP net income available to common stockholders of $62.9 million, or $1.21 per share, versus a loss of $51.3 million, or $1.05 per share, in Q2 2024.
Distributable Earnings available to common stockholders of $52.0 million, or $1.00 per share, versus $52.5 million, or $1.08 per share, in Q2 2024.
Book value per common share rose to $20.76 at September 30, 2024, from $20.30 at June 30, 2024.
Common dividend of $0.24 per share per month in Q3; a $0.24 dividend was declared for payment on November 27, 2024.
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