Press Release: Orchid Island Capital Announces December 2025 Monthly Dividend and November 30, 2025 RMBS Portfolio Characteristics

Dow Jones12-10
   -- December 2025 Monthly Dividend of $0.12 Per Share of Common Stock 
 
   -- RMBS Portfolio Characteristics as of November 30, 2025 
 
   -- Next Dividend Announcement Expected January 7, 2026 

VERO BEACH, Fla., Dec. 09, 2025 (GLOBE NEWSWIRE) -- Orchid Island Capital, Inc. (the "Company") (NYSE: ORC) announced today that the Board of Directors of the Company declared a monthly cash dividend for the month of December 2025. The dividend of $0.12 per share will be paid January 29, 2026 to holders of record of the Company's common stock on December 31, 2025, with an ex-dividend date of December 31, 2025. The Company plans on announcing its next common stock dividend on January 7, 2026.

The Company intends to make regular monthly cash distributions to its holders of common stock. In order to qualify as a real estate investment trust ("REIT"), the Company must distribute annually to its stockholders an amount at least equal to 90% of its REIT taxable income, determined without regard to the deduction for dividends paid and excluding any net capital gain. The Company will be subject to income tax on taxable income that is not distributed and to an excise tax to the extent that a certain percentage of its taxable income is not distributed by specified dates. The Company has not established a minimum distribution payment level and is not assured of its ability to make distributions to stockholders in the future.

As of December 9, 2025, the Company had 179,058,553 shares of common stock outstanding. As of November 30, 2025, the Company had 174,548,004 shares of common stock outstanding. As of September 30, 2025, the Company had 148,239,401 shares of common stock outstanding.

RMBS Portfolio Characteristics

Details of the RMBS portfolio as of November 30, 2025 are presented below. These figures are preliminary and subject to change. The information contained herein is an intra-quarter update created by the Company based upon information that the Company believes is accurate:

   -- RMBS Valuation Characteristics 
 
   -- RMBS Assets by Agency 
 
   -- Investment Company Act of 1940 (Whole Pool) Test Results 
 
   -- Repurchase Agreement Exposure by Counterparty 
 
   -- RMBS Risk Measures 

About Orchid Island Capital, Inc.

Orchid Island Capital, Inc. is a specialty finance company that invests on a leveraged basis in Agency RMBS. Our investment strategy focuses on, and our portfolio consists of, two categories of Agency RMBS: (i) traditional pass-through Agency RMBS, such as mortgage pass-through certificates and collateralized mortgage obligations issued by Fannie Mae, Freddie Mac or Ginnie Mae, and (ii) structured Agency RMBS. The Company is managed by Bimini Advisors, LLC, a registered investment adviser with the Securities and Exchange Commission.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These forward-looking statements include, but are not limited to, statements about the Company's distributions. These forward-looking statements are based upon Orchid Island Capital, Inc.'s present expectations, but these statements are not guaranteed to occur. Investors should not place undue reliance upon forward-looking statements. For further discussion of the factors that could affect outcomes, please refer to the "Risk Factors" section of the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2024.

 
RMBS Valuation Characteristics 
($ in thousands) 
                                                                                                                          Realized 
                                                                                                           Realized       Sep-25 - 
                                                                                                            Nov-25         Nov-25 
                                                                      Net                        Weighted     CPR            CPR 
                                                                    Weighted                     Average   (1-Month)      (3-Month)         Modeled Interest 
                     Current       Fair       % of         Current  Average                      Maturity  (Reported      (Reported       Rate Sensitivity (1) 
Type                   Face       Value     Portfolio       Price    Coupon       GWAC      Age  (Months)   in Dec)        in Dec)        (-50 BPS)    (+50 BPS) 
-----------------   ----------  ----------  ---------      -------  --------      ----      ---  --------  ---------      ---------      -----------   --------- 
 Fixed Rate RMBS 
----------------- 
15yr 4.5 TBA        $  250,000  $  250,098       2.53%      100.04      4.50%     5.41%       4       174        n/a            n/a       $    3,124   $  (3,804) 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
15yr Total             250,000     250,098       2.53%      100.04      4.50%     5.41%       4       174        n/a            n/a            3,124      (3,804) 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
30yr 3.0            $  820,289  $  742,864       7.51%       90.56      3.00%     3.48%      57       295        6.4%           7.0%      $   21,460   $ (21,533) 
30yr 3.5               159,755     150,291       1.52%       94.08      3.50%     4.04%      69       277        4.4%           6.6%           4,078      (4,105) 
30yr 4.0               153,143     147,527       1.49%       96.33      4.00%     4.70%      55       299        8.3%           9.3%           3,633      (3,821) 
30yr 4.5               272,878     269,110       2.72%       98.62      4.50%     5.44%      41       314       13.1%          11.3%           5,123      (5,844) 
30yr 5.0               758,505     762,519       7.71%      100.53      5.00%     5.98%      20       336        6.5%           7.8%          13,353     (16,297) 
30yr 5.5             2,630,409   2,691,634      27.23%      102.33      5.50%     6.46%      11       346        9.0%           9.1%          32,806     (45,296) 
30yr 6.0             2,978,967   3,084,196      31.20%      103.53      6.00%     6.93%      13       343       16.9%          15.3%          22,752     (35,370) 
30yr 6.5             1,462,319   1,530,870      15.49%      104.69      6.50%     7.39%      17       338       21.6%          21.3%           6,989     (11,266) 
30yr 7.0               230,369     242,648       2.45%      105.33      7.00%     7.95%      25       326       38.8%          34.4%           1,528      (1,797) 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
30yr Total           9,466,634   9,621,659      97.33%      101.64      5.50%     6.39%      20       335       13.8%          13.8%         111,722    (145,329) 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
Total Pass-Through 
 RMBS                9,716,634   9,871,757      99.86%      101.60      5.48%     6.37%      20       331       13.8%          13.8%         114,846    (149,133) 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
 Structured RMBS 
----------------- 
IO 20yr 4.0              5,481         442       0.00%        8.07      4.00%     4.57%     166        68       10.4%          11.2%               2          (2) 
IO 30yr 3.0              2,371         285       0.00%       12.00      3.00%     3.64%     130       220       26.1%          10.4%              (1)         (1) 
IO 30yr 4.0             63,973      11,863       0.12%       18.54      4.00%     4.60%     134       216        5.7%           9.7%            (286)        176 
IO 30yr 4.5              2,799         508       0.01%       18.16      4.50%     4.99%     185       162        5.4%           7.9%              (5)          2 
IO 30yr 5.0              1,448         300       0.00%       20.72      5.00%     5.37%     185       162        1.1%          11.4%              (5)          3 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
IO Total                76,072      13,398       0.14%       17.61      4.01%     4.59%     139       202        6.6%           9.8%            (295)        178 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
IIO 30yr 4.0            17,923         200       0.00%        1.12      0.00%     4.40%      98       250        0.7%           0.9%             117         (82) 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
Total Structured 
 RMBS                   93,995      13,598       0.14%       14.47      3.24%     4.56%     132       212        5.5%           8.1%            (178)         96 
------------------   ---------   ---------  ---------      -------  --------      ----      ---  --------  ---------      ---------          -------    -------- 
 
Total Mortgage 
 Assets             $9,810,629  $9,885,355     100.00%                  5.46%     6.35%      21       330       13.7%          13.8%      $  114,668   $(149,037) 
==================   =========   =========  =========      =======  ========      ====      ===  ========  =========      =========          =======    ======== 
 
 
                            Hedge        Modeled Interest 

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December 09, 2025 17:30 ET (22:30 GMT)

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