Armour Residential REIT Swings to $111.5M Q2 Profit, Raises $222.8M via ATM
ARR sits 17% above its 52-week low of $13.98.
Summary
Armour Residential REIT reported a strong return to profitability in Q2 2026 with $111.5 million in net income, a significant improvement from the prior quarter's loss, while continuing to raise substantial capital through its ATM program.
Key Events · Earnings and Guidance · ARR
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Strong Q2 Profitability
The company reported GAAP net income of $111.5 million, or $0.86 per common share, for Q2 2026, a significant improvement from the $58.0 million net loss in Q1 2026.
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Increased Book Value
Book value per common share rose to $17.53 at June 30, 2026, up 0.6% from $17.42 at March 31, 2026.
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Significant Capital Raised via ATM
Armour raised $218.7 million by issuing 12,714,990 common shares and $4.1 million by issuing 197,939 preferred shares through its at-the-market offering program during Q2 2026. An additional $88.4 million was raised through mid-July.
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Dividend Maintained
The company maintained its common stock dividend at $0.24 per share per month for Q2, totaling $0.72 per share for the quarter.
Analysis · ARR · Real Estate & Construction
Armour Residential REIT reported a significant turnaround in Q2 2026, moving from a GAAP net loss of $58.0 million in Q1 to a net income of $111.5 million. This strong return to profitability, coupled with a slight increase in book value per common share, indicates improved financial performance. The company also continued to raise substantial capital through its at-the-market (ATM) offering program, selling $222.8 million in common and preferred stock during Q2, with additional sales of $88.4 million through mid-July. While these ATM sales are dilutive, they provide essential liquidity and capital for the REIT's operations.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 36.4% of the 1070 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, ARR was trading at $16.42 on NYSE in the Real Estate & Construction sector, with a market capitalization of approximately $2B. The 52-week trading range was $13.98 to $19.31. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.