secwatch.observer — SEC 8-K summary
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Issuer:     Armour Residential REIT, Inc. (ARR)
CIK:        0001428205
Form:       8-K
Filed at:   2026-10-21T20:18:14+00:00
Accession:  0001428205-26-000124
Event type: earnings
Sentiment:  negative
Materiality: 0.82
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428205/000142820526000124/0001428205-26-000124-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428205/000142820526000124/arr-20261021.htm
  HTML page:      https://secwatch.observer/filing/0001428205-26-000124

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