Armour Residential REIT, Inc. — Form 8-K
Filed July 22, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
Armour Residential REIT reported Q2 2026 GAAP net income of $111.5M ($0.86/share) and Distributable Earnings of $93.2M ($0.72/share). The company raised $218.7M via common stock ATM offering (12.7M shares) and $4.1M via preferred stock ATM offering. Portfolio totaled $21.8B (94.5% Agency MBS, 2.7% Treasuries, 2.8% TBAs); book value per share was $17.53, up 0.6% QoQ; liquidity stood at $1.2B; leverage 7.54:1 (7.73:1 implied). Common dividend maintained at $0.24/month.
Why this rating
Routine quarterly earnings with stable dividend and modest book value growth. Capital raise (~$223M) and portfolio changes are operational management, not transformational. Leverage and spreads unchanged materially.
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