Recent 8-K filings for ARR

• May 28, 2026, 4:18 PM ET dividend materiality 0.40 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 common dividend for June 2026

  Cash dividend of $0.24 per common share declared for June 2026.

• May 15, 2026, 4:15 PM ET dividend materiality 0.50 neutral item 7.01item 9.01

  ARMOUR Residential REIT declares $0.24 monthly dividend, portfolio $21.7B

  Portfolio market value $21.732B as of 4/30/26; debt-equity ratio 7.9x.

• April 30, 2026, 7:59 PM ET other material materiality 0.30 neutral item 5.02item 5.07item 9.01

  ARMOUR REIT shareholders approve 1M share increase in stock incentive plan; elect 8 directors

  Stockholders approved Fourth A&R Plan, increasing authorized shares by 1,000,000 to 1,800,000.

• April 22, 2026, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  ARMOUR REIT reports Q1 GAAP net loss of $58M; book value down 6.5% to $17.42

  GAAP net loss of $58.0M ($0.49 per share); Distributable Earnings of $90.5M ($0.76 per share).

• April 22, 2026, 7:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  ARMOUR Residential REIT monthly update: $21.1B portfolio, 17.3% div yield, 8.2x leverage

  Common stock price $16.68, debt-equity 7.9x, implied leverage 8.2x, liquidity $1,119M (48% of total capital).

• April 21, 2026, 7:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  ARMOUR schedules Q1 2026 earnings webcast for April 23; release after close April 22

  Earnings release will be issued after market close on Wednesday, April 22, 2026.

• April 21, 2026, 7:59 PM ET dividend materiality 0.30 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24/common share monthly dividend for May 2026

  Cash dividend of $0.24 per share for May 2026 on common stock.

• April 1, 2026, 7:59 PM ET other material materiality 0.55 neutral item 1.01item 8.01item 9.01 ◈ Material Agreements

  ARMOUR extends management agreement to Mar 2033, confirms $0.24 common dividend

  Ninth Amended and Restated Management Agreement extends base term from Dec 31, 2029 to Mar 31, 2033.

• March 25, 2026, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  ARMOUR Residential REIT guides April 2026 dividend at $0.24 per share

  April 2026 dividend guided at $0.24 per common share, payable April 29, 2026.

• March 13, 2026, 7:59 PM ET other material materiality 0.40 neutral item 7.01item 9.01

  ARR monthly portfolio update: $21.4B portfolio, 8.1x leverage, $0.24 dividend maintained

  Total portfolio market value $21.4B; 93.5% agency MBS and 4.7% U.S. Treasury longs.

• February 18, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 7.01item 9.01

  ARMOUR Q4 GAAP net income $208.7M ($1.86/sh); book value up 6.5% to $18.63

  GAAP net income available to common $208.7M ($1.86/sh); distributable earnings $79.8M ($0.71/sh).

• February 18, 2026, 6:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  ARMOUR Feb 2026 update: $20.98B portfolio, debt-equity 7.5x, $0.24/share dividend

  Portfolio market value $20.98B as of 1/31/26; debt-equity 7.5x, implied leverage 7.8x.

• February 17, 2026, 6:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  ARMOUR Residential REIT schedules Q4 2025 earnings webcast for Feb 19, 2026

  Earnings release to be issued after market close on Feb 18, 2026.

• February 17, 2026, 6:59 PM ET dividend materiality 0.30 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 per share March 2026 common dividend

  Cash dividend of $0.24 per common share declared for March 2026.

• January 29, 2026, 6:59 PM ET dividend materiality 0.30 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 common dividend for February 2026

  $0.24 per share common dividend declared for February 2026.

• January 28, 2026, 6:59 PM ET other material materiality 0.55 neutral item 1.01item 9.01 ◈ Material Agreements

  ARMOUR Residential REIT ups ATM equity offering by 15M shares to total 23.2M shares

  Increased ATM capacity by 15M shares to 23,244,198 shares total under amended sales agreement.

• January 16, 2026, 6:59 PM ET other material materiality 0.60 neutral item 7.01item 9.01

  ARR monthly update: Q4 2025 book value est. $18.53–$18.73, portfolio $20.0B

  Q4 2025 book value per common share estimated at $18.53–$18.73; common stock price $17.69.

• January 2, 2026, 6:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  ARMOUR confirms Jan common dividend $0.24; Q1 preferred dividend $0.14583/month

  Common stock dividend of $0.24 per share for January 2026, payable Jan 29, record date Jan 15.

• December 23, 2025, 6:59 PM ET other material materiality 0.60 negative item 8.01item 9.01

  ARMOUR guides Jan 2026 dividend at $0.24/share; management fee waiver to end Feb 2026

  January 2026 common dividend guided at $0.24/share; record date Jan 15, payment Jan 29.

• December 12, 2025, 6:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  ARMOUR monthly update: $19.4B portfolio, 8.1x leverage, $1.1B liquidity, Dec dividend $0.24

  Portfolio $19.36B as of 11/30/25: 91.9% 30yr fixed-rate agency MBS, 5.7% agency CMBS, 2.3% Treasury longs.

• November 26, 2025, 6:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 per share common dividend for December 2025

  Cash dividend of $0.24 per common share for December 2025.

• November 14, 2025, 6:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  ARMOUR November 2025 update: $18.8B portfolio, 7.7x leverage, $0.24 monthly dividend

  Portfolio $18.8B (Oct 31, 2025); 98.7% agency MBS, 1.3% UST long positions.

• October 22, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  ARMOUR Q3 net income $156.3M ($1.49/share); book value up 3.5% to $17.49

  GAAP net income available to common stockholders of $156.3M ($1.49 per share), vs Q2 net loss of $75.6M.

• October 22, 2025, 7:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  ARMOUR Residential REIT Sep 2025 update: leverage 7.8x, dividend $0.24, liquidity $1.14B

  Common stock price $14.94; debt-equity ratio 7.8x, implied leverage 7.7x.

• October 21, 2025, 7:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  ARMOUR Residential REIT schedules Q3 2025 earnings release Oct 22, webcast Oct 23

  ARMOUR to issue Q3 2025 earnings release after market close on October 22, 2025.

• October 21, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 per share monthly dividend for November 2025

  Cash dividend of $0.24 per common share declared for November 2025.

• October 1, 2025, 7:59 PM ET dividend materiality 0.35 neutral item 8.01item 9.01

  ARMOUR confirms October common dividend of $0.24 and Q4 2025 preferred dividends

  Common stock cash dividend of $0.24 per share for October 2025, payable Oct 30 to holders of record Oct 15.

• September 24, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  ARMOUR Residential REIT guides $0.24 monthly dividend for Oct 2025

  Monthly dividend of $0.24 per common share for October 2025; record Oct 15, pay Oct 30.

• September 12, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 7.01item 9.01

  ARMOUR declares $0.24 September common dividend; leverage 7.4x, $1.09B liquidity

  September common dividend $0.24/share; ex-div 09/15/2025, pay date 09/29/2025.

• August 27, 2025, 7:59 PM ET dividend materiality 0.35 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares September 2025 common dividend of $0.24/share

  Cash dividend of $0.24 per common share declared for September 2025.

• August 15, 2025, 7:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  ARMOUR REIT monthly update: $0.24 dividend, 8.0x leverage, $850M liquidity

  Common stock price $16.31 as of 7/31/2025; debt-equity ratio 8.0x, implied leverage 8.3x.

• August 12, 2025, 7:59 PM ET other material materiality 0.30 neutral item 7.01item 9.01

  ARMOUR Residential REIT updates estimated book value to $17.02 per share as of Aug 8, 2025

  Estimated book value per common share as of August 8, 2025: $17.02.

• August 7, 2025, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 8.01item 9.01

  ARMOUR closes $302.5M public offering of 18.5M common shares at $16.35/sh

  Sold 18,500,000 shares at $16.35/share for ~$302.5M gross proceeds; closed Aug 7, 2025.

• August 5, 2025, 7:59 PM ET other material materiality 0.50 neutral item 5.03item 9.01 ◈ Governance Changes

  ARMOUR Residential REIT increases authorized common shares from 125M to 175M

  Articles of Amendment filed August 1, 2025, effective same day.

• July 28, 2025, 7:59 PM ET other material materiality 0.30 neutral item 1.01item 8.01item 9.01

  ARMOUR Residential REIT increases ATM share capacity by 9.5M shares to 17.7M total

  Sixth amendment to Sales Agreement added 9,500,000 common shares to the at-the-market offering.

• July 23, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  ARMOUR Residential REIT posts Q2 GAAP net loss of $78.6M; book value down to $16.90

  GAAP net loss of $78.6M ($0.94 per share); distributable earnings (non-GAAP) of $64.9M ($0.77 per share).

• July 23, 2025, 7:59 PM ET other material materiality 0.35 neutral item 7.01item 9.01

  ARMOUR Residential REIT monthly update shows 8.3x leverage, $0.24 August dividend

  Common stock price $16.81; debt-equity 7.7x; implied leverage 8.3x; total liquidity $772.9M (47% of capital).

• July 22, 2025, 7:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  ARMOUR schedules Q2 2025 earnings webcast for July 24, 2025

  Earnings release will be issued after market close on July 23, 2025.

• July 22, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 monthly dividend for August 2025

  Cash dividend of $0.24 per common share declared for August 2025.

• July 1, 2025, 7:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  ARMOUR declares $0.24 July common dividend and $0.14583 monthly preferred for Q3 2025

  Common stock dividend of $0.24 per share for July 2025, record July 15, payable July 30.

• June 24, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  ARMOUR Residential REIT guides $0.24/share monthly dividend for July 2025

  Monthly dividend of $0.24 per common share declared for July 2025.

• June 13, 2025, 7:59 PM ET other material materiality 0.50 neutral item 7.01item 9.01

  ARMOUR releases May 2025 monthly update: $0.24 dividend, debt-equity 8.0x, liquidity $686.7M

  Common stock price $16.21; debt-equity ratio 8.0x; implied leverage 8.3x as of May 31, 2025.

• May 29, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 monthly dividend for June 2025

  June dividend of $0.24 per common share, same rate as prior months.

• May 16, 2025, 7:59 PM ET other material materiality 0.45 neutral item 7.01item 9.01

  ARMOUR declares $0.24 monthly dividend, reports 8.1x leverage and $676.9M liquidity as of April 30

  Monthly dividend of $0.24 per share declared for May 2025, payable May 29 to holders of record May 15.

• May 1, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  ARMOUR REIT shareholders elect 8 directors, ratify Deloitte, approve say-on-pay

  All eight director nominees elected; votes for ranged from 26.7M to 31.3M shares.

• April 23, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  ARMOUR posts Q1 GAAP net income available to common of $24.3M; book value $18.59 per share

  GAAP net income available to common $24.3M ($0.32/share); net interest income $36.3M.

• April 23, 2025, 7:59 PM ET other material materiality 0.35 neutral item 7.01item 9.01

  ARMOUR Residential REIT April 2025 update; debt-equity 7.3x; declares $0.24 May dividend

  Common stock price $17.10, debt-equity 7.3x, implied leverage 7.9x; total liquidity $848M (50% of total capital).

• April 22, 2025, 7:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  ARMOUR Residential REIT schedules Q1 2025 earnings webcast for April 24

  Earnings release will be issued after market close on Wednesday, April 23, 2025.

• April 22, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  ARMOUR Residential REIT declares $0.24 monthly common dividend for May 2025

  Dividend of $0.24 per common share for May 2025.

• April 1, 2025, 7:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  ARMOUR confirms $0.24 common dividend for April 2025 and $0.14583 Series C preferred for Q2 2025

  Common stock dividend: $0.24 per share, payable April 29, 2025 to holders of record April 15, 2025.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.75 · Median 0.40 · Most common event other_material

3 positive 3 negative 44 neutral

source · ARR on sec.gov