secwatch.observer — SEC 8-K summary
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Issuer:     Armour Residential REIT, Inc. (ARR)
CIK:        0001428205
Form:       8-K
Filed at:   2026-10-21T20:22:22+00:00
Accession:  0001428205-26-000126
Event type: other_material
Sentiment:  neutral
Materiality: 0.40
Item codes: 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

ARMOUR REIT Oct update: $0.24 November dividend, 20.8% yield, $21.3B portfolio
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- November 2026 common dividend of $0.24/share, payable 11/27/2026 to holders of record 11/16/2026; current dividend yield 20.8%.
- Portfolio market value $21.27B at 9/30/26: 94.0% agency MBS ($19.99B), including 30yr fixed 88.2% ($18.76B); net TBA 3.8%, Treasury longs 2.2%.
- Leverage: debt-to-equity 8.2x, implied leverage 8.4x; liquidity $1.02B, 43% of total capital; market cap $2.05B; stock price $13.83.
- Repo borrowings $19.38B, with 49.8% ($9.64B) from BUCKLER Securities; weighted average remaining term 13 days, longest maturity 29 days.
- Interest rate swaps total $16.95B notional, weighted average remaining term 56 months and weighted average rate 2.93%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428205/000142820526000126/0001428205-26-000126-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428205/000142820526000126/arr-20261021.htm
  HTML page:      https://secwatch.observer/filing/0001428205-26-000126

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