Jun 2026 (Q2 FY26) — Aug 4, 2026
Angel Oak Mortgage REIT Q2 FY26 — Strategic Actions Strengthen Portfolio Amidst Market Volatility
Read the full callAngel Oak Mortgage REIT earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | Quarterly, as filed | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 3.4 | +337.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $9.09 on 17 Oct 2025 → $7.06. High $9.41 (22 Oct 2025), low $6.98 (14 Oct 2026).
Overview
Call summaries
Angel Oak Mortgage REIT Q2 FY26 — Strategic Actions Strengthen Portfolio Amidst Market Volatility
Read the full callEvery analysed call
Financials
Net profit, year on year: +337% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Profit before tax | 34 | -15 | 21 | 1 | 12 | 12 | -7 | 3 |
| Tax rate | 8.3% | 0.0% | 0.0% | 0.0% | 2.6% | 0.4% | 0.0% | 0.0% |
| Net profit | 31 | -15 | 21 | 1 | 11 | 11 | -7 | 3 |
| EPS ($ per share) | 1.31 | — | 0.88 | 0.03 | 0.49 | — | -0.30 | 0.14 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 3 | 12 | -218 | -216 | -219 | -206 |
| Total liabilities | 261 | 2,087 | 2,710 | 2,052 | 2,031 | 2,482 |
| Total assets | 510 | 2,578 | 2,946 | 2,308 | 2,270 | 2,750 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | 34 | -1,568 | -331 | 306 | -221 | -407 |
| Cash from investing | -52 | -460 | 664 | -194 | 121 | 14 |
| Cash from financing | 55 | 2,035 | -346 | -108 | 99 | 396 |
| Net cash flow | 37 | 6 | -12 | 5 | -2 | 2 |
14 filings between Nov 18, 2025 and Sep 25, 2026.
Purchases
$455.7K
4 purchases by 2 insiders
Sales
$4.31M
2 sales by 2 insiders
Also filed: 1 disposition to issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | — | $3.79M | Mar 20, 2026 |
| Filson Brandon | — | $515.4K | Sep 22, 2026 |
| Fierman Michael | $290.5K | — | Sep 25, 2026 |
| MINAMI W D | $165.2K | — | Sep 10, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | Fierman Michael Director | Purchase | 38,726 | $290.5K |
| Sep 22, 2026 | Filson Brandon CFO & Treasurer | Sale | 65,000 | $515.4K |
| Sep 10, 2026 | MINAMI W D Director | Purchase | 6,800 | $55.1K |
| Aug 17, 2026 | Filson Brandon CFO & Treasurer | Award | 82,024 | $0 |
| Jul 1, 2026 | Filson Brandon CFO & Treasurer | Award | 20,303 | $183.3K |
| May 22, 2026 | MINAMI W D Director | Purchase | 10,000 | $81.5K |
| May 19, 2026 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% owner | Disposition to issuer | 1,794,353 | $15.00M |
| May 13, 2026 | Parsons Landon Director | Award | 11,737 | $100.0K |
| May 13, 2026 | Morgan Jonathan Director | Award | 11,737 | $100.0K |
| May 13, 2026 | MINAMI W D Director | Award | 11,737 | $100.0K |
| May 13, 2026 | Savarese Noelle Director | Award | 11,737 | $100.0K |
| May 13, 2026 | JONES CRAIG B Director | Award | 11,737 | $100.0K |
| Mar 20, 2026 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% owner | Sale | 481,537 | $3.79M |
| Nov 18, 2025 | MINAMI W D Director | Purchase | 3,441 | $28.6K |
| Sep 17, 2025 | Filson Brandon CFO & Treasurer | Sale | 50,000 | $489.1K |
| Aug 21, 2025 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% owner | Sale | 595,000 | $5.80M |
| Aug 21, 2025 | Filson Brandon CFO & Treasurer | Award | 25,290 | $0 |
| Aug 7, 2025 | Morgan Jonathan Director | Purchase | 5,000 | $45.2K |
| Jul 1, 2025 | Filson Brandon CFO & Treasurer | Award | 19,380 | $0 |
| Dec 18, 2024 | Morgan Jonathan Director | Purchase | 5,000 | $45.5K |
| Nov 8, 2024 | MINAMI W D Director | Purchase | 5,000 | $48.6K |
| Sep 17, 2024 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 10% owner | Sale | 500,000 | $5.00M |
| Sep 5, 2024 | Filson Brandon CFO & Treasurer | Sale | 22,894 | $252.3K |
| Sep 4, 2024 | Filson Brandon CFO & Treasurer | Sale | 3,084 | $34.4K |
| Sep 3, 2024 | Filson Brandon CFO & Treasurer | Sale | 677 | $7.6K |
| Aug 30, 2024 | Filson Brandon CFO & Treasurer | Sale | 1,345 | $15.2K |
| Aug 29, 2024 | Filson Brandon CFO & Treasurer | Sale | 2,000 | $22.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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