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ARMOUR Residential REIT (ARR) investor relations material
ARMOUR Residential REIT Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
GAAP net income available to common stockholders was $156.3 million ($1.49 per share) for Q3 2025, with net interest income of $38.5 million and distributable earnings of $75.3 million ($0.72 per share).
Book value per share rose to $17.49, up 3.5% from June 30, 2025, and total economic return for Q3 was 7.75%.
The company operates as a REIT, investing primarily in agency MBS and U.S. Treasury Securities, with 111,898,236 common shares outstanding as of October 21, 2025.
Management prioritizes dividend stability and risk management amid market volatility and changing interest rates.
Portfolio totaled $18.2 billion, with 97.9% in Agency MBS, 1.4% in U.S. Treasury Securities, and 0.7% in TBA Securities.
Financial highlights
Net interest income for Q3 2025 was $38.5 million, and distributable earnings were $75.3 million.
Book value per share increased to $17.49 at quarter-end, with total stockholders' equity at $2.13 billion.
Total assets increased to $19.36 billion at September 30, 2025.
Paid common stock dividends of $0.24 per share per month, totaling $0.72 for Q3 2025.
Debt to equity ratio was 7.78:1 at September 30, 2025.
Outlook and guidance
The Federal Reserve cut rates by 25 basis points in September, with further easing expected by year-end.
Management expects continued market volatility due to global tariffs and Fed policy shifts, focusing on liquidity and dividend stability.
Board will determine future dividend rates based on results, financial position, REIT tax requirements, and market conditions.
The agency MBS market remains highly sensitive to Fed actions and interest rate decisions.
Management remains constructive on medium-term returns, with hedged ROEs for new investments in the 16%-18% range.
What drove the 7.75% Q3 economic return?
Explain capital raise and repurchase strategy
Why did leverage increase post-Q3?
Portfolio defense against rising prepayments?
How will GSEs' new investment capacity affect MBS?
With lower volatility, what is the hedge strategy?
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Next ARMOUR Residential REIT earnings date
Q4 202512 Feb, 2026
Next ARMOUR Residential REIT earnings date
Q4 202512 Feb, 2026
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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.
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