ARMOUR Residential Q4 net income rises

Reuters02-19

ARMOUR Residential Q4 net income rises

Overview

Mortgage REIT's Q4 GAAP net income rose to $208.7 mln, $1.86 per share
Book value per common share increased 6.5% from Q3 2025
Company raised $3.8 mln by issuing preferred stock

Outlook

Company did not provide specific guidance for future quarters or full year 2026

Result Drivers

MBS SPREADS - ARMOUR benefited from tightening mortgage-backed securities spreads and lower volatility, contributing to Q4 results
PORTFOLIO GROWTH - ARMOUR's investment portfolio grew by 60% in 2025, deploying $878 mln of capital into MBS
CAPITAL RAISING - Raised $3.8 mln by issuing preferred stock, supporting financial position

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Distributable Earnings		$79.8 mln
Q4 Net Interest Income		$50.4 mln

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the specialized reits peer group is "buy"
Wall Street's median 12-month price target for ARMOUR Residential REIT Inc is $18.25, about 2.6% above its February 17 closing price of $17.78
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago

Press Release: ID:nGNXwtqpV

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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For any other questions or feedback, contact reuters.support@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. 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