secwatch.observer — SEC 8-K summary ====================================== Issuer: Armour Residential REIT, Inc. (ARR) CIK: 0001428205 Form: 8-K Filed at: 2026-07-22T20:24:07+00:00 Accession: 0001428205-26-000091 Event type: other_material Sentiment: neutral Materiality: 0.25 Item codes: 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 ARMOUR Residential REIT July 2026 update: portfolio $21.8B, dividend $0.24/share -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1428205/000142820526000091/0001428205-26-000091-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1428205/000142820526000091/arr-20260722.htm HTML page: https://secwatch.observer/filing/0001428205-26-000091 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer