ARMOUR Residential REIT Profit Return And Portfolio Growth Put Dividend In Focus

Simply Wall St.02-19

ARMOUR Residential REIT (NYSE:ARR) reported a year over year move from a loss to profitability. The company recorded substantial net income for both the fourth quarter and full year. ARR expanded its ...

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ARR expanded its ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nyse-arr/armour-residential-reit/news/armour-residential-reit-profit-return-and-portfolio-growth-p\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARMOUR Residential REIT Profit Return And Portfolio Growth Put Dividend In Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARMOUR Residential REIT Profit Return And Portfolio Growth Put Dividend In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 13:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/diversified-financials/nyse-arr/armour-residential-reit/news/armour-residential-reit-profit-return-and-portfolio-growth-p><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARMOUR Residential REIT (NYSE:ARR) reported a year over year move from a loss to profitability. The company recorded substantial net income for both the fourth quarter and full year. ARR expanded its ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nyse-arr/armour-residential-reit/news/armour-residential-reit-profit-return-and-portfolio-growth-p\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK6142","symbol_name":"多户式住宅房地产信托","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nyse-arr/armour-residential-reit/news/armour-residential-reit-profit-return-and-portfolio-growth-p","article_id":"2612472122","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551733-choice2-main-header/1585186799817"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nyse-arr/armour-residential-reit/news/armour-residential-reit-profit-return-and-portfolio-growth-p","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612472122","pubTimestamp":1771479475,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"ARMOUR Residential REIT (NYSE:ARR) reported a year over year move from a loss to profitability.\nThe company recorded substantial net income for both the fourth quarter and full year.\nARR expanded its investment portfolio by about 60% after deploying newly raised capital.\n\nARMOUR Residential REIT focuses on mortgage related investments, so its earnings profile can be sensitive to interest rates, funding costs and portfolio positioning. A shift from a prior year loss to generating net income,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6142":"多户式住宅房地产信托","ARR":"ARMOUR住宅房地产公司","REIT":"ALPS Active REIT ETF","8C8U.SI":"Cent Accom REIT","CFA.SI":"NikkoAM-STC Asia REIT","BK4110":"抵押房地产投资信托"},"translate_title":"ARMOUR住宅房地产投资信托基金利润回报和投资组合增长使股息成为焦点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"8C8U.SI":1.5,"ARR":1,"REIT":1.5,"CFA.SI":1.5},"content_text":"ARMOUR Residential REIT (NYSE:ARR) reported a year over year move from a loss to profitability. The company recorded substantial net income for both the fourth quarter and full year. ARR expanded its investment portfolio by about 60% after deploying newly raised capital.  ARMOUR Residential REIT focuses on mortgage related investments, so its earnings profile can be sensitive to interest rates, funding costs and portfolio positioning. A shift from a prior year loss to generating net income, together with a larger portfolio, gives you fresh information about how the business model is currently translating into results. For investors who mainly follow dividend headlines, this update adds more depth on how the underlying portfolio is being managed. From here, the combination of a larger investment base and a return to profitability creates a different starting point for assessing ARR than a year ago. As new financial data and portfolio disclosures come out, you will be able to see whether this recent progress turns into a more stable pattern or remains specific to this reporting period. Stay updated on the most important news stories for ARMOUR Residential REIT by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on ARMOUR Residential REIT. NYSE:ARR Earnings & Revenue Growth as at Feb 2026 Is ARMOUR Residential REIT's dividend sustainable? Check out what every dividend investor needs to know in our dividend analysis. For income focused investors, the key detail in this update is that ARR is pairing a swing to profitability with a continued monthly cash dividend of US$0.24 per common share for March 2026. As a REIT, ARR is required to distribute substantially all of its ordinary taxable income, but the board still has room to adjust the payout based on earnings, liquidity, capital needs, and market conditions. The decision to keep the dividend at this level after reporting US$211.7m of Q4 net income and a full year profit signals that management currently sees capacity to support ongoing distributions from the enlarged mortgage backed securities portfolio. At the same time, Simply Wall St’s risk checks indicate that the dividend has not been well covered by earnings or free cash flow and that shareholders have experienced substantial dilution. That combination means you may want to look beyond the headline yield and focus on how recurring earnings, funding costs, and prepayment trends line up with the current payout over coming quarters. AdvertisementHow This Fits Into The ARMOUR Residential REIT Narrative  The move back to profit and continued monthly dividend fit with the narrative of ARR using access to equity capital to scale its Agency MBS portfolio and generate income for shareholders. The flagged risks around high leverage, potential funding stresses, and dividend coverage could challenge the idea of more stable distributable earnings if market conditions or interest rate trends become less favorable. The narrative discusses capital raising as a way to grow earning assets, but this dividend update also highlights dilution and coverage concerns, which may not be fully captured in a growth focused story.  Knowing what a company is worth starts with understanding its story.\nCheck out one of the top narratives in the Simply Wall St Community for ARMOUR Residential REIT to help decide what it's worth to you. The Risks and Rewards Investors Should Consider  ⚠️ Dividend of 16.29% is not well covered by earnings or free cash flows, which can increase the chance of future payout changes if conditions weaken. ⚠️ Debt is not well covered by operating cash flow and high leverage means funding market stress or hedging issues could affect both book value and dividend capacity. 🎁 Earnings are forecast to grow, which, if realized, could improve dividend coverage and support income for shareholders over time. 🎁 A return to profitability alongside a larger portfolio gives management more room to align asset yields, hedges, and funding costs with its income focused strategy.  What To Watch Going Forward From here, you will want to track how ARR’s recurring earnings and cash flows compare with the US$0.24 monthly dividend, especially now that the portfolio has grown by about 60%. Pay attention to commentary from the Q4 2025 earnings call on funding costs, prepayment speeds, and leverage, as these drive how sustainable the payout looks. Changes in share count, capital raises, or buybacks will also matter, given the recent dilution flagged in the risk checks. If dividend coverage improves on a consistent basis while credit and interest rate risks stay contained, that would point to a more durable income profile than a single quarter suggests. To ensure you're always in the loop on how the latest news impacts the investment narrative for ARMOUR Residential REIT, head to the\ncommunity page for ARMOUR Residential REIT to never miss an update on the top community narratives.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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