{"schema_version":"secwatch.filing_event.v1","accession":"0001428205-26-000124","form_type":"8-K","ticker":"ARR","cik":"0001428205","company_name":"Armour Residential REIT, Inc.","filed_at":"2026-10-21T20:18:14+00:00","discovered_at":"2026-10-21T20:20:05.078639+00:00","generated_at":"2026-10-21T20:20:20.815529+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.82,"calibrated_materiality_score":0.82,"confidence":"high","headline":"ARMOUR Q3 2026 GAAP loss of $2.26/share on $1.17B MBS losses; book value falls to $14.55 from $17.53","bullets":["GAAP net loss to common stockholders of $327.0M, or $(2.26) per diluted share; total economic return of (12.9)% for Q3 as book value per share fell to $14.55 from $17.53 in Q2.","Net interest income of $83.7M vs $38.5M a year earlier; distributable earnings of $102.3M, or $0.71 per common share, down from $0.72 in Q2 2026.","Loss on MBS of $1,165.1M and $18.2M loss on Treasuries, partly offset by $515.1M swap gains and $311.7M futures gains; portfolio $21.3B, 94.0% Agency MBS.","Raised $205.7M issuing 12,366,481 common shares through an ATM program; repurchased 363,700 shares; preferred ATM added $2.5M; liquidity $1.0B at 9/30/2026.","Declared $0.24 monthly common dividend (Nov record 11/16/2026, payable 11/27/2026, yield 20.8%); repo borrowings $19.4B, 49.8% with affiliate BUCKLER."],"urls":{"canonical":"https://secwatch.observer/filing/0001428205-26-000124","json":"https://secwatch.observer/filing/0001428205-26-000124.json","markdown":"https://secwatch.observer/filing/0001428205-26-000124.md","text":"https://secwatch.observer/filing/0001428205-26-000124.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1428205/000142820526000124/0001428205-26-000124-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1428205/000142820526000124/arr-20261021.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-21T20:20:20.815529+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}