ARR

Armour Residential REIT, Inc.

NYSE · Real Estate Investment Trusts · CIK 0001428205
$17.10 -0.18% $2.1B
High Impact Filing (7/10)9 New Institutional Positions4 Institutional Exits
Vol
Market Cap$2.1B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$885.0M
Inst. Activity9 buys / 4 sells
Reddit Sentiment57° Neutral
SEC Reports8
Press Releases3
Exchange NYSE·Sector Real Estate Investment Trusts·CIK 0001428205·Prev Close $17.13

Recent Activity

Jun 12, 2026 SEC
Armour Residential REIT furnished its monthly portfolio update via an 8-K (Items 7.01, 9.01) on June 12, 2026. The updat
8-K — Impact 3/10
Jun 12, 2026 short_volume
Short Volume: ARR — 77.7% short (1.1M / 1.4M)
Short: 1,114,390 | Exempt: 6,113 | TRF Vol: 1,434,914 | Short Ratio: 77.7% | Off-exchange volume (da
May 28, 2026 SEC
ARMOUR Residential REIT announced a June 2026 common stock cash dividend of $0.24 per share, payable June 29, 2026 to ho
8-K — Impact 3/10
May 21, 2026 Insider
Losyev Sergey acquired via exercise 1,500 shares
Co-Chief Investment Officer
May 21, 2026 Insider
Losyev Sergey surrendered for taxes 281 shares
Co-Chief Investment Officer @ $16.47 ($4.6K)
May 21, 2026 Insider
Macauley Desmond acquired via exercise 1,500 shares
Co-Chief Investment Officer
Apr 22, 2026 SEC
Armour Residential REIT reported a Q1 2026 net loss of $0.49 per share on $70.7M net interest income, with Distributable
8-K — Impact 7/10
Inst.
MIRAE ASSET GLOBAL ETFS — ADD
1,577,994 shares ($26.3M)

Price Targets

$18.38 +7.5% upside Buy
Current $17.10 Low $18.00 Median $18.25 High $19.00 4 analysts
$18.00 $19.00

Analyst Ratings

Hold50% buy · 10 analysts
2Strong Buy
3Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 24, 2026 UBS MAINTAIN Neutral → Neutral
Apr 23, 2026 Jones Trading MAINTAIN Buy → Buy
Feb 20, 2026 Jones Trading MAINTAIN Buy → Buy
Jan 16, 2026 Jones Trading UPGRADE Hold → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.72 ▼ -4.9% $0.62 — $0.75 -7% YoY 5
Next Q $0.73 ▼ -5.8% $0.61 — $0.78 2% YoY 5
Current FY $2.93 ▼ -4.2% $2.56 — $3.08 -4% YoY 6
Next FY $3.06 ▼ -2.7% $2.70 — $3.30 4% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$288.8MADD
VANGUARD PORTFOLIO MANAGEMENT LLC$111.3M
VANGUARD CAPITAL MANAGEMENT LLC$87.2M
STATE STREET CORP$68.8MADD
D. E. Shaw &$34.8MNEW

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Losyev SergeyM$0.00
May 21, 2026Losyev SergeyF$4.6K
May 21, 2026Macauley DesmondM$0.00
May 21, 2026Macauley DesmondF$6.4K
May 21, 2026ULM SCOTTM$0.00

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
30 mentions 16 bullish 11 bearish
50 institutional holders with $885.0M total value (53,052,495 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 9 institutions added/increased vs 4 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.17,315,697$288.8M32.6%ADD +34.2%
2VANGUARD PORTFOLIO MANAGEMENT LLC6,670,179$111.3M12.6%
3VANGUARD CAPITAL MANAGEMENT LLC5,225,736$87.2M9.8%
4STATE STREET CORP4,126,058$68.8M7.8%ADD +41.1%
5D. E. Shaw & Co., Inc.2,085,529$34.8M3.9%NEW
6Invesco Ltd.1,799,174$30.0M3.4%
7MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,577,994$26.3M3.0%ADD +37.5%
8JUPITER ASSET MANAGEMENT LTD1,231,954$20.5M2.3%NEW
9MORGAN STANLEY1,201,183$20.0M2.3%
10AMERIPRISE FINANCIAL INC1,192,572$19.9M2.2%ADD +29.4%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,068,291$17.8M2.0%
12MARSHALL WACE, LLP723,520$12.1M1.4%TRIM -46.6%
13VANGUARD FIDUCIARY TRUST CO723,122$12.1M1.4%
14FIRST TRUST ADVISORS LP664,247$11.1M1.3%DOUBLED +234.6%
15CITADEL ADVISORS LLC655,782$10.9M1.2%DOUBLED +4627.6%
16TWO SIGMA INVESTMENTS, LP567,219$9.5M1.1%DOUBLED +5218.3%
17WOLVERINE ASSET MANAGEMENT LLC520,545$8.7M1.0%TRIM -37.4%
18VOLORIDGE INVESTMENT MANAGEMENT, LLC465,357$7.8M0.9%
19Verition Fund Management LLC437,184$7.3M0.8%DOUBLED +646.0%
20PUBLIC SECTOR PENSION INVESTMENT BOARD400,322$6.7M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD1,147,8641,577,994+37.5%$26.3M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW1,231,954$20.5M2026-Q1
MARSHALL WACE, LLPTRIM1,355,209723,520-46.6%$12.1M2026-Q1
FIRST TRUST ADVISORS LPDOUBLED198,514664,247+234.6%$11.1M2026-Q1
Verition Fund Management LLCDOUBLED58,600437,184+646.0%$7.3M2026-Q1
BANK OF AMERICA CORP /DE/ADD131,109185,490+41.5%$3.1M2026-Q1
Brevan Howard Capital Management LPTRIM152,55165,182-57.3%$1.1M2026-Q1
NISA INVESTMENT ADVISORS, LLCADD31,38040,920+30.4%$682.5K2026-Q1
FMR LLCTRIM16,45710,955-33.4%$182.7K2026-Q1
GROUP ONE TRADING LLCDOUBLED2,3989,004+275.5%$150.2K2026-Q1
Allworth Financial LPDOUBLED2,3696,502+174.5%$108.4K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD86,494108,308+25.2%$1.8K2026-Q1
DANSKE BANK A/SNEAR_EXIT2,800100-96.4%$1.7K2026-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED33,0161,755,899+5218.3%$31.1M2025-Q4
MARSHALL WACE, LLPTRIM2,495,2031,355,209-45.7%$24.0M2025-Q4
WOLVERINE ASSET MANAGEMENT LLCTRIM848,724531,021-37.4%$9.4M2025-Q4
Nuveen, LLCADD172,448245,922+42.6%$4.4M2025-Q4
FIRST TRUST ADVISORS LPADD123,765198,514+60.4%$3.5M2025-Q4
Brevan Howard Capital Management LPDOUBLED64,105152,551+138.0%$2.7M2025-Q4
WELLS FARGO & COMPANY/MNADD92,133134,959+46.5%$2.4M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED65,269131,109+100.9%$2.3M2025-Q4
DEUTSCHE BANK AG\ADD70,21393,028+32.5%$1.6M2025-Q4
Zurcher Kantonalbank (Zurich Cantonalbank)ADD33,01842,022+27.3%$743.4K2025-Q4
Freestone Grove Partners LPTRIM69,23636,620-47.1%$647.8K2025-Q4
NISA INVESTMENT ADVISORS, LLCADD20,04731,380+56.5%$555.1K2025-Q4
11 unique insiders with 38 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Losyev SergeyCo-Chief Investment OfficerEXERCISE1,500
May 21, 2026Losyev SergeyCo-Chief Investment OfficerTAX W/H281$16.47$4.6K
May 21, 2026Macauley DesmondCo-Chief Investment OfficerEXERCISE1,500
May 21, 2026Macauley DesmondCo-Chief Investment OfficerTAX W/H389$16.47$6.4K
May 21, 2026ULM SCOTTCEOEXERCISE3,380
May 21, 2026ULM SCOTTCEOTAX W/H1,352$16.47$22.3K
May 21, 2026Harper GordonCFOEXERCISE4,000
May 21, 2026Harper GordonCFOTAX W/H1,321$16.47$21.8K
May 21, 2026BELL MARC HDirectorEXERCISE1,900
May 21, 2026STATON DANIEL CChairman of the BoardEXERCISE1,900
May 21, 2026Hain Robert CDirectorEXERCISE1,900
May 21, 2026Hain Robert CDirectorTAX W/H950$16.47$15.6K
May 21, 2026PAPERIN STEWART JDirectorEXERCISE1,900
May 21, 2026Downey CarolynDirectorEXERCISE1,900
May 21, 2026Downey CarolynDirectorTAX W/H950$16.47$15.6K
May 21, 2026HOLLIHAN JOHN P IIIDirectorEXERCISE1,900
May 21, 2026Behar Z JamieDirectorEXERCISE1,900
May 21, 2026HOLLIHAN JOHN P IIIDirectorTAX W/H760$16.47$12.5K
May 19, 2026STATON DANIEL CChairman of the BoardAWARD17,140
May 19, 2026BELL MARC HDirectorAWARD17,140
May 19, 2026Downey CarolynDirectorAWARD17,140
May 19, 2026Behar Z JamieDirectorAWARD17,140
May 19, 2026Hain Robert CDirectorAWARD17,140
May 19, 2026HOLLIHAN JOHN P IIIDirectorAWARD17,140
May 19, 2026PAPERIN STEWART JDirectorAWARD17,140
Apr 1, 2026PAPERIN STEWART JDirectorAWARD989$16.68$16.5K
Apr 1, 2026Downey CarolynDirectorAWARD989$16.68$16.5K
Feb 24, 2026Macauley DesmondCo-Chief Investment OfficerEXERCISE1,500
Feb 24, 2026BELL MARC HDirectorEXERCISE1,043
Feb 24, 2026STATON DANIEL CChairman of the BoardEXERCISE1,043
Feb 24, 2026ULM SCOTTCEOEXERCISE3,380
Feb 24, 2026Downey CarolynDirectorEXERCISE1,043
Feb 24, 2026Hain Robert CDirectorEXERCISE1,043
Feb 24, 2026HOLLIHAN JOHN P IIIDirectorEXERCISE1,043
Feb 24, 2026PAPERIN STEWART JDirectorEXERCISE1,043
Feb 24, 2026Behar Z JamieDirectorEXERCISE1,043
Feb 24, 2026Losyev SergeyCo-Chief Investment OfficerEXERCISE1,500
Feb 24, 2026Harper GordonCFOEXERCISE4,000
Current analyst consensus: Hold (50% buy). Based on 10 analysts: 2 strong buy, 3 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$18.38 mean target +7.5% upside Buy (3.00)
$18.00 Low $19.00 High
MetricValue
Current Price$17.10
Target Low$18.00
Target Mean$18.38
Target Median$18.25
Target High$19.00
# Analysts4
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.72 $0.62 $0.75 -6.9% -4.9% 1↑ 1↓ $0.1B 94.1% 5
Next Q
2026-09-30
$0.73 $0.61 $0.78 1.8% -5.8% 1↑ 1↓ $0.1B 77.6% 5
Current FY
2026-12-31
$2.93 $2.56 $3.08 -4.2% -4.2% 2↑ 1↓ $0.3B 71.1% 6
Next FY
2027-12-31
$3.06 $2.70 $3.30 4.3% -2.7% 1↑ 2↓ $0.3B 29.0% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.717
7d ago$0.756-0.039
30d ago$0.753-0.037
60d ago$0.753-0.037
90d ago$0.775-0.058
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 24, 2026 UBS MAINTAIN Neutral Neutral
Apr 23, 2026 Jones Trading MAINTAIN Buy Buy
Feb 20, 2026 Jones Trading MAINTAIN Buy Buy
Jan 16, 2026 Jones Trading UPGRADE Hold Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262350050%
May 1, 20262350050%
Apr 1, 20262350050%
Mar 1, 20262350050%
Feb 1, 20262350050%
Jan 1, 20262260040%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

57°
Neutral
Bearish Neutral Bullish
30 mentions 16 bullish 11 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026160° Warm101
Jun 5, 2026160° Warm101
Jun 3, 2026140° Cool011
Jun 3, 2026140° Cool011
Jun 3, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 2, 2026160° Warm101
Jun 2, 2026160° Warm101
May 29, 2026140° Cool011
May 29, 2026140° Cool011
May 27, 2026160° Warm101
May 27, 2026160° Warm101
May 27, 2026160° Warm101
May 27, 2026160° Warm101
May 15, 2026140° Cool011
May 15, 2026140° Cool011
May 13, 2026160° Warm101
May 13, 2026160° Warm101
May 13, 2026160° Warm101
May 12, 2026160° Warm101
May 12, 2026160° Warm101
May 12, 2026160° Warm101
May 2, 2026140° Cool011
May 2, 2026140° Cool011
May 1, 2026160° Warm101
May 1, 2026160° Warm101
Apr 25, 2026140° Cool011
Apr 25, 2026140° Cool011
Apr 22, 2026140° Cool011
Apr 18, 2026150° Neutral001

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Jun 12, 2026
short_volume
Short Volume: ARR — 77.7% short (1.1M / 1.4M)
Short: 1,114,390 | Exempt: 6,113 | TRF Vol: 1,434,914 | Short Ratio: 77.7% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: ARR — 64.7% short (0.9M / 1.4M)
Short: 893,829 | Exempt: 2,090 | TRF Vol: 1,382,474 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: ARR — 77.2% short (1.0M / 1.2M)
Short: 951,978 | Exempt: 291 | TRF Vol: 1,233,646 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: ARR — 80.1% short (1.3M / 1.6M)
Short: 1,286,126 | Exempt: 777 | TRF Vol: 1,604,680 | Short Ratio: 80.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ARR — 71.9% short (0.6M / 0.9M)
Short: 628,096 | Exempt: 1,471 | TRF Vol: 874,097 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: ARR — 60.1% short (0.6M / 1.1M)
Short: 635,349 | Exempt: 1,900 | TRF Vol: 1,057,222 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ARR — 81.4% short (0.8M / 1.0M)
Short: 808,848 | Exempt: 7,448 | TRF Vol: 993,843 | Short Ratio: 81.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ARR — 71.8% short (0.7M / 0.9M)
Short: 664,811 | Exempt: 204 | TRF Vol: 926,071 | Short Ratio: 71.8% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ARR — 68.4% short (0.7M / 1.0M)
Short: 696,313 | Exempt: 1,399 | TRF Vol: 1,018,209 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
May 28, 2026
dividend
ARMOUR Residential REIT, Inc. Announces June 2026 Dividend Rate per Common Share
<p align="justify">VERO BEACH, Florida, May 28, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Com
May 28, 2026
short_volume
Short Volume: ARR — 65.9% short (0.7M / 1.1M)
Short: 694,089 | Exempt: 19,169 | TRF Vol: 1,053,798 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ARR — 61.7% short (0.8M / 1.4M)
Short: 838,394 | Exempt: 12,055 | TRF Vol: 1,359,790 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: ARR — 61.6% short (1.2M / 2.0M)
Short: 1,246,167 | Exempt: 15,418 | TRF Vol: 2,024,382 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ARR — 60.4% short (0.8M / 1.3M)
Short: 770,768 | Exempt: 641 | TRF Vol: 1,275,944 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ARR — 70.2% short (1.0M / 1.4M)
Short: 992,758 | Exempt: 85 | TRF Vol: 1,414,113 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)