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

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

ARR has been the subject of a number of other research reports. Zacks Research raised shares of ARMOUR Residential REIT from a “strong sell” rating to a “hold” rating in a research note on Friday, January 16th. Weiss Ratings reiterated a “sell (d)” rating on shares of ARMOUR Residential REIT in a research report on Wednesday, January 21st. Finally, Compass Point assumed coverage on ARMOUR Residential REIT in a research note on Monday, December 15th. They issued a “buy” rating and a $18.50 target price on the stock. Three investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $18.17.

ARMOUR Residential REIT Stock Up 1.3%

ARMOUR Residential REIT stock opened at $17.89 on Friday. The stock has a market cap of $2.14 billion, a price-to-earnings ratio of 6.55 and a beta of 1.46. The business has a 50-day simple moving average of $17.93 and a 200 day simple moving average of $16.58. ARMOUR Residential REIT has a 52 week low of $13.18 and a 52 week high of $19.31.

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 net margin of 40.31% and a return on equity of 15.30%. The business had revenue of $236.50 million for the quarter, compared to the consensus estimate of $62.34 million. On average, research analysts anticipate that ARMOUR Residential REIT will post 3.8 earnings per share for the current year.

ARMOUR Residential REIT Dividend Announcement

The firm 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 $0.24 dividend. This represents a c) dividend on an annualized basis and a yield of 16.1%. The ex-dividend date is Monday, March 16th. ARMOUR Residential REIT’s dividend payout ratio (DPR) is presently 105.49%.

Insiders Place Their Bets

In other ARMOUR Residential REIT news, Director Robert C. Hain sold 6,833 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $18.06, for a total transaction of $123,403.98. Following the completion of the sale, the director directly owned 1,010 shares in the company, valued at $18,240.60. This represents a 87.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 0.23% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On ARMOUR Residential REIT

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Corient Private Wealth LLC bought a new position in ARMOUR Residential REIT during the 4th quarter worth approximately $465,000. Mercer Global Advisors Inc. ADV purchased a new stake in shares of ARMOUR Residential REIT during the fourth quarter valued at approximately $209,000. Vident Advisory LLC grew its holdings in shares of ARMOUR Residential REIT by 15.9% in the fourth quarter. Vident Advisory LLC now owns 14,817 shares of the real estate investment trust’s stock worth $262,000 after purchasing an additional 2,033 shares during the last quarter. State of Tennessee Department of Treasury grew its holdings in shares of ARMOUR Residential REIT by 19.9% in the fourth quarter. State of Tennessee Department of Treasury now owns 43,899 shares of the real estate investment trust’s stock worth $764,000 after purchasing an additional 7,281 shares during the last quarter. Finally, XTX Topco Ltd purchased a new position in shares of ARMOUR Residential REIT in the fourth quarter worth $228,000. Institutional investors own 54.17% of the company’s stock.

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.