ARMOUR Residential REIT (NYSE:ARR) Price Target Lowered to $20.00 at JonesTrading

ARMOUR Residential REIT (NYSE:ARR) had its price target cut by JonesTrading from $20.50 to $20.00 in a research note released on Friday,Benzinga reports. They currently have a buy rating on the real estate investment trust’s stock.

A number of other research firms also recently issued reports on ARR. Zacks Research raised ARMOUR Residential REIT from a “strong sell” rating to a “hold” rating in a research report on Friday, January 16th. Compass Point initiated coverage on ARMOUR Residential REIT in a report on Monday, December 15th. They issued a “buy” rating and a $18.50 price objective for the company. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of ARMOUR Residential REIT in a report on Wednesday, January 21st. Three investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $18.17.

ARMOUR Residential REIT Stock Performance

NYSE ARR opened at $17.89 on Friday. The company has a market capitalization of $2.14 billion, a PE ratio of 6.55 and a beta of 1.46. ARMOUR Residential REIT has a 52-week low of $13.18 and a 52-week high of $19.31. The company has a 50-day simple moving average of $17.93 and a 200 day simple moving average of $16.58.

ARMOUR Residential REIT (NYSE:ARR) last released its earnings results on Wednesday, February 18th. The real estate investment trust reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.03). ARMOUR Residential REIT had a net margin of 40.31% and a return on equity of 15.30%. The company had revenue of $236.50 million for the quarter, compared to the consensus estimate of $62.34 million. As a group, analysts forecast that ARMOUR Residential REIT will post 3.8 EPS for the current fiscal year.

ARMOUR Residential REIT Announces Dividend

The business also recently disclosed a monthly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 16th will be paid a dividend of $0.24 per share. This represents a c) dividend on an annualized basis and a dividend yield of 16.1%. The ex-dividend date is Monday, March 16th. ARMOUR Residential REIT’s payout ratio is presently 105.49%.

Insider Transactions at ARMOUR Residential REIT

In other ARMOUR Residential REIT news, Director Robert C. Hain sold 6,833 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $18.06, for a total value of $123,403.98. Following the completion of the transaction, the director owned 1,010 shares in the company, valued at $18,240.60. This trade represents a 87.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.35% of the company’s stock.

Institutional Investors Weigh In On ARMOUR Residential REIT

Institutional investors and hedge funds have recently modified their holdings of the company. Quarry LP grew its stake in ARMOUR Residential REIT by 620.6% during the third quarter. Quarry LP now owns 1,823 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 1,570 shares in the last quarter. GAMMA Investing LLC boosted its holdings in ARMOUR Residential REIT by 217.5% in the 4th quarter. GAMMA Investing LLC now owns 1,721 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 1,179 shares during the period. Signaturefd LLC grew its position in shares of ARMOUR Residential REIT by 210.9% during the 4th quarter. Signaturefd LLC now owns 1,766 shares of the real estate investment trust’s stock valued at $31,000 after purchasing an additional 1,198 shares in the last quarter. Allworth Financial LP increased its holdings in shares of ARMOUR Residential REIT by 40.7% in the fourth quarter. Allworth Financial LP now owns 2,369 shares of the real estate investment trust’s stock worth $42,000 after purchasing an additional 685 shares during the period. Finally, Danske Bank A S purchased a new stake in shares of ARMOUR Residential REIT in the third quarter worth $42,000. 54.17% of the stock is owned by hedge funds and other institutional investors.

More ARMOUR Residential REIT News

Here are the key news stories impacting ARMOUR Residential REIT this week:

• Positive Sentiment: Management reported a strong quarter with a 10.63% total economic return driven by MBS spread tightening, lower MBS volatility and a friendlier interest-rate backdrop — a clear driver of improved asset returns. ARMOUR REIT (ARR) Q4 2025 Earnings Call Transcript
• Positive Sentiment: The firm swung to full‑year 2025 net income of $322.7M (from a prior-year loss) and expanded its mortgage‑backed securities portfolio ~60% while maintaining the monthly dividend of $0.24 — signals of scale and restored profitability that support dividend sustainability. Return To Profitability And 60% Portfolio Growth Might Change The Case For Investing In ARMOUR Residential REIT (ARR)
• Neutral Sentiment: Stonegate Capital Partners updated coverage highlighting stronger interest income and higher EPS for the quarter — an informational coverage note that reinforces recent results but did not change a clear bullish/bearish stance. Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) 2025 Q4
• Neutral Sentiment: JonesTrading trimmed its price target from $20.50 to $20.00 but kept a buy rating — a modest reduction in upside that still signals analyst confidence in ARR’s outlook. JonesTrading Lowers Price Target on ARR
• Negative Sentiment: Distributable earnings per share of $0.71 missed the consensus of $0.74, and some outlets flagged the quarter as lagging estimates on that metric — a near-term negative for income-focused investors. Armour Residential REIT (ARR) Lags Q4 Earnings Estimates
• Negative Sentiment: Zacks added ARR to its Rank #5 (Strong Sell) list, which can pressure sentiment and prompt short-term selling by quantitative/algorithmic funds that follow the Zacks ranking. New Strong Sell Stocks for February 20th

ARMOUR Residential REIT Company Profile

ARMOUR Residential REIT (NYSE:ARR) is a mortgage real estate investment trust that was formed in 2008 to acquire and manage a portfolio of residential mortgage-backed securities (RMBS). The company’s investments are primarily agency-sponsored and agency-guaranteed RMBS issued by U.S. government-sponsored enterprises, along with credit risk transfer securities and select non-agency residential and multifamily RMBS. By focusing on high-quality mortgage assets, ARMOUR Residential REIT seeks to generate stable income and preserve capital through diversified exposure to the U.S.