other material
confidence high
sentiment neutral
materiality 0.25
ARMOUR Residential REIT July 2026 update: portfolio $21.8B, dividend $0.24/share
Armour Residential REIT, Inc.
- Total portfolio market value $21.8B, 94.5% agency MBS, 2.8% TBA, 2.7% US Treasuries.
- Common dividend $0.24/share for August, ex-date 8/17/2026, yield 16.5%.
- Debt-equity 7.5x, implied leverage 7.7x, liquidity $1.22B (47% of total capital).
- Repo financing $19.4B, 46.8% from BUCKLER Securities; interest rate swaps $15.9B at 2.78% avg.
- Q2 2026 market cap $2.38B; common stock price $17.45.