ARMOUR Residential REIT, Inc.

ARMOUR Residential REIT, Inc.

ARRยทNYSE

$17.07

-0.35%
Real EstateREIT - Mortgage

ARMOUR Residential REIT, Inc. invests in residential mortgage-backed securities (MBS) in the United States. The company's securities portfolio primarily consists of the United States Government-sponsored entity's (GSE) and the Government National Mortgage Administration's issued or guaranteed securities backed by fixed rate, hybrid adjustable rate, and adjustable-rate home loans, as well as unsecured notes and bonds issued by the GSE and the United States treasuries, as well as money market instruments. It also invests in other securities backed by residential mortgages for which the payment of principal and interest is not guaranteed by a GSE or government agency. The company has elected to be taxed as a real estate investment trust under the Internal Revenue Code. As a result, it would not be subject to corporate income tax on that portion of its net income that is distributed to shareholders. ARMOUR Residential REIT, Inc. was incorporated in 2008 and is based in Vero Beach, Florida.

At a Glance

Live Snapshot
Market Cap$2.12B
EPS3.3100
P/E Ratio5.16
Earnings Date07/22/2026
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ARMOUR Residential REIT, Inc. Street Expectations Map

ARR ยท NYSE

Wall Street analysts project that ARR stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 18.00 to a high of 18.50.

Lowest Target
18.00
5.45%
Consensus Target
18.25
6.91%
Highest Target
18.50
8.38%

The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 18.00 to a high of 18.50.

Analyst Consensus Analysis

Upside Potential

+6.9%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

2.7% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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ARMOUR Residential REIT, Inc. Forward Estimates of Revenue

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Latest Revenue
1.31B
FY 2025
Avg Estimate
465.30M
FY 2026
Estimate Range
432.89M - 505.84M
Analyst Spread

Forward Growth Analysis

Projected Growth-64.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ARMOUR Residential REIT, Inc. Forward Estimates of Net Income

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Latest Net Income
322.69M
FY 2025
Avg Estimate
267.76M
FY 2026
Estimate Range
263.10M - 316.54M
Analyst Spread

Forward Growth Analysis

Projected Growth-17.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread20%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ARMOUR Residential REIT, Inc. Forward Estimates of EPS

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Latest EPS
3.31
FY 2025
Avg Estimate
$3.07
FY 2026
Estimate Range
$2.79 - $3.36
Analyst Spread

Forward Growth Analysis

Projected Growth-7.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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ARMOUR Residential REIT, Inc. Forward Estimates of EBIT

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Latest EBIT
964.77M
FY 2025
Avg Estimate
359.54M
FY 2026
Estimate Range
334.49M - 390.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-62.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ARMOUR Residential REIT, Inc. Forward Estimates of EBITDA

ARR ยท NYSE
Latest EBITDA
964.77M
FY 2025
Avg Estimate
359.54M
FY 2026
Estimate Range
334.49M - 390.86M
Analyst Spread

Forward Growth Analysis

Projected Growth-62.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ARMOUR Residential REIT, Inc. Forward Estimates of SG&A Expense

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Latest SG&A Expense
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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ARMOUR Residential REIT, Inc. Insider Positioning

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During the last 12 months, insiders have purchased $33K and sold $123K worth of ARR shares, resulting in $90K of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

6.8K

123.44K

Net Activity

-123K

-$123K

6-9 Months

Bought

2.2K

32.99K

Sold

0

0.00

Net Activity

+33K

+$33K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
PSJ

Paperin Stewart J

Director

1.1K sharesโ€ข1 transactions

$16K

2
DC

Downey Carolyn

Director

1.1K sharesโ€ข1 transactions

$16K

Top Sellers

1
HRC

Hain Robert C

Director

6.8K sharesโ€ข1 transactions

$123K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $90K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.27:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

Moderate Buying

2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.