Summary
2AR Chart
Assessing Armour Residential's Performance For Q2 2025
Armour Residential's Q2 2025 book value decline and core earnings underperformance were largely as expected, but results lagged stronger agency mREIT peers. Minor book value underperformance and disappointing net spread income contributed to weaker results, with operational expenses also rising more than projected. Despite modest outperformance in July's book value, ARR's risk/performance rating remains at 4, reflecting ongoing concerns versus peers like AGNC and NLY.
Varonis Systems: I Still See Attractive Upside From Here
I maintain my buy rating on Varonis Systems, as strong ARR growth and SaaS transition progress signal robust underlying fundamentals and future upside. SaaS ARR now comprises 69% of total ARR, with the transition set to complete a year early, accelerating the growth and margin inflection timeline. Improving net revenue retention and larger initial deal sizes confirm customer demand, supporting my view that VRNS' ARR growth could exceed 20%.
Armour Residential REIT: Why I'm Watching It, But Not Buying Yet
ARR offers a tempting 17% yield, but persistent book value erosion and a history of dividend cuts make me cautious. The hedging strategy supports current payouts, yet high leverage and rate/spread sensitivity expose ARR to significant downside risk. I prefer stable, lower-risk income; I need to see Fed rate cuts and book value stabilization before considering ARR for my portfolio.
Armour Residential REIT Inc. Dividends
 ARR In 4 days Announced | Monthly | $0.24 Per Share |
| ARR 3 weeks ago Paid | Monthly | $0.24 Per Share |
| ARR 1 month ago Paid | Monthly | $0.24 Per Share |
| ARR 2 months ago Paid | Monthly | $0.24 Per Share |
| ARR 3 months ago Paid | Monthly | $0.24 Per Share |
Armour Residential REIT Inc. Earnings
| 22 Oct 2025 (In 2 months) Date | | 0.81 Cons. EPS | - EPS |
| 22 Oct 2025 (In 2 months) Date | | 0.76 Cons. EPS | - EPS |
| 21 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
| 22 Jul 2025 Date | | 0.89 Cons. EPS | 0.77 EPS |
| 23 Apr 2025 Date | | - Cons. EPS | - EPS |
| ARR In 4 days Announced | Monthly | $0.24 Per Share |
| ARR 3 weeks ago Paid | Monthly | $0.24 Per Share |
| ARR 1 month ago Paid | Monthly | $0.24 Per Share |
| ARR 2 months ago Paid | Monthly | $0.24 Per Share |
| ARR 3 months ago Paid | Monthly | $0.24 Per Share |
| 22 Oct 2025 (In 2 months) Date | | 0.81 Cons. EPS | - EPS |
| 22 Oct 2025 (In 2 months) Date | | 0.76 Cons. EPS | - EPS |
| 21 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
| 22 Jul 2025 Date | | 0.89 Cons. EPS | 0.77 EPS |
| 23 Apr 2025 Date | | - Cons. EPS | - EPS |
Armour Residential REIT Inc. (2AR) FAQ
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Has Armour Residential REIT Inc. ever had a stock split?
Armour Residential REIT Inc. Profile
| XBER Exchange | US Country |
Overview
ARMOUR Residential REIT, Inc., based in Vero Beach, Florida, is a company that focuses on investing in residential mortgage-backed securities (MBS) across the United States. Established in 2008, ARMOUR leverages the securities issued or guaranteed by U.S. Government-sponsored entities (GSE) and the Government National Mortgage Administration. By electing to be taxed as a real estate investment trust (REIT), ARMOUR Residential REIT, Inc. benefits from not being subject to corporate income tax on the portion of its net income distributed to shareholders, aligning closely with the interests of its investors.
Products and Services
- U.S. Government-Sponsored Entity's (GSE) Securities:
- Government National Mortgage Administration's Issued or Guaranteed Securities:
- Unsecured Notes and Bonds Issued by GSE and U.S. Treasuries:
- Money Market Instruments:
ARMOUR Residential REIT invests in securities that are either issued or guaranteed by U.S. Government-sponsored entities. These securities include a range of home loans such as fixed rate, hybrid adjustable rate, and adjustable-rate mortgages, offering diverse investment opportunities within the residential MBS sector.
This category includes investment in securities backed by the Government National Mortgage Administration (GNMA), often known as Ginnie Mae. Similar to GSE securities, these investments are backed by various types of home loans, providing a measure of government backing and security for investors.
In addition to mortgage-backed securities, ARMOUR Residential REIT also invests in unsecured notes and bonds. These investments include issued securities by GSEs and debt instruments backed by the full faith and credit of the United States government, such as U.S. Treasury securities. These offerings provide additional avenues for investment and risk management.
As part of its diversified investment strategy, ARMOUR Residential REIT, Inc. also invests in money market instruments. These short-term debt securities serve as a vehicle for managing liquidity and enhancing the company's returns on cash positions, contributing to the overall stability and profitability of the investment portfolio.
Contact Information
