secwatch.observer — SEC 8-K summary
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Issuer:     Armour Residential REIT, Inc. (ARR)
CIK:        0001428205
Form:       8-K
Filed at:   2026-01-16T23:59:59+00:00
Accession:  0001428205-26-000006
Event type: other_material
Sentiment:  neutral
Materiality: 0.60
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ARR monthly update: Q4 2025 book value est. $18.53–$18.73, portfolio $20.0B
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- Q4 2025 book value per common share estimated at $18.53–$18.73; common stock price $17.69.
- Total portfolio value $20.0B, 91.5% in 30-year fixed rate Agency MBS, 5.5% Agency CMBS.
- Total liquidity $1.174B (52% of total capital); debt-equity ratio 7.9x, implied leverage 8.1x.
- Monthly common dividend $0.24/share, ex-date 1/15/2026, pay date 1/29/2026; yield 16.3%.
- Repo financing $17.94B; BUCKLER Securities provides 47% with average remaining term 13 days.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428205/000142820526000006/0001428205-26-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428205/000142820526000006/arr-20260116.htm
  HTML page:      https://secwatch.observer/filing/0001428205-26-000006

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer