Analysts Set ARMOUR Residential REIT, Inc. (NYSE:ARR) Price Target at $18.33

Shares of ARMOUR Residential REIT, Inc. (NYSE:ARR) have been given a consensus rating of “Hold” by the six research firms that are presently covering the company, Marketbeat reports. One analyst has rated the stock with a sell recommendation, two have given a hold recommendation and three have assigned a buy recommendation to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $18.1667.

A number of brokerages have commented on ARR. Zacks Research raised shares of ARMOUR Residential REIT from a “strong sell” rating to a “hold” rating in a research report on Friday, January 16th. JonesTrading dropped their price objective on ARMOUR Residential REIT from $20.50 to $20.00 and set a “buy” rating on the stock in a research note on Friday. Weiss Ratings restated a “sell (d)” rating on shares of ARMOUR Residential REIT in a research report on Wednesday, January 21st. Finally, Compass Point began coverage on ARMOUR Residential REIT in a report on Monday, December 15th. They issued a “buy” rating and a $18.50 target price for the company.

ARMOUR Residential REIT Price Performance

ARMOUR Residential REIT stock opened at $17.89 on Wednesday. The stock’s 50 day moving average is $17.93 and its 200 day moving average is $16.58. ARMOUR Residential REIT has a one year low of $13.18 and a one year high of $19.31. The firm has a market cap of $2.14 billion, a P/E ratio of 6.55 and a beta of 1.46.

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

ARMOUR Residential REIT Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 16th will be given 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 on Tuesday, January 6th. The shares were sold at an average price of $18.06, for a total value of $123,403.98. Following the completion of the sale, the director directly owned 1,010 shares in the company, valued at approximately $18,240.60. This trade represents a 87.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.35% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in ARR. GAMMA Investing LLC grew its holdings in shares of ARMOUR Residential REIT by 217.5% during the fourth quarter. GAMMA Investing LLC now owns 1,721 shares of the real estate investment trust’s stock valued at $30,000 after buying an additional 1,179 shares during the last quarter. Signaturefd LLC lifted its position in ARMOUR Residential REIT by 210.9% in the 4th quarter. Signaturefd LLC now owns 1,766 shares of the real estate investment trust’s stock valued at $31,000 after acquiring an additional 1,198 shares in the last quarter. Quarry LP boosted its stake in ARMOUR Residential REIT by 620.6% during the 3rd quarter. Quarry LP now owns 1,823 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 1,570 shares during the last quarter. Allworth Financial LP increased its holdings in ARMOUR Residential REIT by 40.7% during the 4th 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 in the last quarter. Finally, Danske Bank A S bought a new position in shares of ARMOUR Residential REIT in the third quarter valued at approximately $42,000. 54.17% of the stock is owned by 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.