---
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"
generated_at: "2026-10-21T20:20:20.815529+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.82
calibrated_materiality_score: 0.82
confidence: "high"
source: SEC EDGAR
---

# ARMOUR Q3 2026 GAAP loss of $2.26/share on $1.17B MBS losses; book value falls to $14.55 from $17.53

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.82
- calibrated_materiality_score: 0.82
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001428205-26-000124
- JSON: https://secwatch.observer/filing/0001428205-26-000124.json
- Plain text: https://secwatch.observer/filing/0001428205-26-000124.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.