)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
ARMOUR Residential REIT
ARMOUR Residential REIT (ARR) investor relations material
ARMOUR Residential REIT Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved a total economic return of 10.63% in Q4 2025, with book value per share rising 6.5% to $18.63 and stable monthly dividends of $0.24 per share, driven by MBS spread tightening and a favorable rate environment.
Portfolio grew approximately 60% in 2025 to $20.0 billion, with common equity at $2.08 billion and nearly 100% allocation to agency MBS, agency CMBS/DUS, and US Treasuries.
Financial highlights
Q4 2025 GAAP net income available to common stockholders was $208.7 million ($1.86 per share), with net interest income of $50.4 million.
Distributable earnings for Q4 2025 were $79.8 million ($0.71 per share), and book value per share at year-end was $18.63.
Liquidity at year-end was $1.2 billion, representing over 50% of equity.
Common dividends declared per share for 2025 totaled $2.88.
Outlook and guidance
Management expects a supportive 2026 environment with declining rate volatility, easing funding costs, and a steeper yield curve.
March 2026 common dividend set at $0.24 per share, with future rates based on results and market conditions.
Recent capital raise deployment strategy
Economic net interest spread outlook
Common dividend coverage by Distributable Earnings?
How effective is current prepayment protection?
Future government mortgage policy impact
New investment returns vs. dividend hurdle
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next ARMOUR Residential REIT earnings date
Q1 202623 Apr, 2026
ARMOUR Residential REIT
Next ARMOUR Residential REIT earnings date
Q1 202623 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
ARMOUR Residential REIT Inc. is a real estate investment trust (REIT) that primarily invests in residential mortgage-backed securities (MBS). The company focuses on securities that are issued or guaranteed by U.S. government-sponsored entities such as Fannie Mae, Freddie Mac, and Ginnie Mae. ARMOUR Residential REIT aims to generate income by managing a portfolio of mortgage assets, utilizing leverage, and hedging strategies to mitigate risks associated with interest rate fluctuations. Its investment strategy is centered on providing returns through dividends to its shareholders by managing and optimizing its MBS portfolio. The company is headquartered in Vero Beach, Florida, USA, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage