Sep 2026 (Q3 FY26) — Oct 22, 2026
ARMOUR Residential REIT Q3 FY26 — Navigating Volatility with Strategic Asset Sales and Stable Dividends
Read the full callARMOUR Residential REIT earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 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 Sep 2026 | Not in the filed figures for the quarter to sep 2026. No older figure is substituted. | ||
| Operating margin | Operating profit / revenue | Quarter to Sep 2026 | Not in the filed figures for the quarter to sep 2026. No older figure is substituted. | ||
| Net profit | -324 | −303.3% YoY | Quarterly, as filed | Quarter to Sep 2026 | Profit after tax as filed. |
Guidance
1 target tracked, none judged yet · 1 open · verdicts reflect calls analysed to Sep 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Distributable Earnings per share | in the range of the dividend | Sep 2026 | our earnings available for distributions, we think, are going to be in the range of the dividend for the coming quarter. | New |
1 of Armour Residential REIT, Inc.'s 1 targets is still open. See which are on track and which have gone quiet.
Claimed
Qualified
Price
1Y: $15.77 on 22 Oct 2025 → $12.88. High $19.12 (16 Jan 2026), low $12.28 (19 Oct 2026).
Overview
Guidance
1 target tracked, none judged yet · 1 open · verdicts reflect calls analysed to Sep 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Distributable Earnings per share | in the range of the dividend | Sep 2026 | our earnings available for distributions, we think, are going to be in the range of the dividend for the coming quarter. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 1 tracked commitments, with each call’s wording and source.
Call summaries
ARMOUR Residential REIT Q3 FY26 — Navigating Volatility with Strategic Asset Sales and Stable Dividends
Read the full callARMOUR Residential REIT Q2 FY26 — Strong Economic Return Amidst Macro Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: −303% (quarter to sep 2026 against sep 2025).
| Line item | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|
| Net profit | -46 | 27 | -76 | 159 | 212 | -55 | 115 | -324 |
| EPS ($ per share) | — | 0.32 | -0.94 | 1.50 | — | -0.49 | 0.86 | -2.26 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -1,583 | -1,973 | -2,274 | -529 | -759 | -826 | -841 | -518 |
| Total liabilities | 7,339 | 11,836 | 4,586 | 4,134 | 8,325 | 11,073 | 12,187 | 18,744 |
| Total assets | 8,465 | 13,272 | 5,524 | 5,277 | 9,437 | 12,344 | 13,548 | 21,005 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 75 | -41 | -258 | 12 | 124 | 133 | 261 | 124 |
| Cash from investing | 466 | -4,390 | 7,086 | 504 | -3,895 | -3,039 | -1,686 | -7,285 |
| Cash from financing | -592 | 4,471 | -6,929 | -331 | 3,533 | 3,047 | 1,312 | 7,305 |
| Net cash flow | — | — | — | — | — | 141 | -113 | 144 |
91 filings between Nov 21, 2025 and Oct 1, 2026.
Purchases
$10.1K
1 purchase by 1 insider
Sales
$687.9K
2 sales by 2 insiders
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| STATON DANIEL C | — | $564.4K | Sep 10, 2026 |
| Hain Robert C | — | $123.4K | Jan 6, 2026 |
| Losyev Sergey | $10.1K | — | Sep 29, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | PAPERIN STEWART J Director | Award | 1,193 | $16.5K |
| Oct 1, 2026 | Downey Carolyn Director | Award | 1,193 | $16.5K |
| Sep 29, 2026 | Losyev Sergey Co-Chief Investment Officer | Purchase | 725 | $10.1K |
| Sep 10, 2026 | STATON DANIEL C Chairman of the Board | Sale | 35,583 | $564.4K |
| Aug 21, 2026 | Downey Carolyn Director | Tax withheld | 950 | $15.5K |
| Aug 21, 2026 | HOLLIHAN JOHN P III Director | Tax withheld | 760 | $12.4K |
| Aug 21, 2026 | ULM SCOTT CEO | Option exercise | 10,880 | $0 |
| Aug 21, 2026 | Losyev Sergey Co-Chief Investment Officer | Tax withheld | 1,118 | $18.2K |
| Aug 21, 2026 | STATON DANIEL C Chairman of the Board | Option exercise | 1,900 | $0 |
| Aug 21, 2026 | Hain Robert C Director | Option exercise | 1,900 | $0 |
| Aug 21, 2026 | BELL MARC H Director | Option exercise | 1,900 | $0 |
| Aug 21, 2026 | Behar Z Jamie Director | Option exercise | 1,900 | $0 |
| Aug 21, 2026 | ULM SCOTT CEO | Tax withheld | 4,352 | $71.0K |
| Aug 21, 2026 | Harper Gordon CFO | Option exercise | 7,750 | $0 |
| Aug 21, 2026 | Macauley Desmond Co-Chief Investment Officer | Tax withheld | 1,335 | $21.8K |
| Aug 21, 2026 | STATON DANIEL C Chairman of the Board | Option exercise | 480 | $0 |
| Aug 21, 2026 | PAPERIN STEWART J Director | Option exercise | 1,900 | $0 |
| Aug 21, 2026 | Losyev Sergey Co-Chief Investment Officer | Option exercise | 4,000 | $0 |
| Aug 21, 2026 | Harper Gordon CFO | Tax withheld | 2,794 | $45.6K |
| Aug 21, 2026 | BELL MARC H Director | Option exercise | 480 | $0 |
| Aug 21, 2026 | Downey Carolyn Director | Option exercise | 1,900 | $0 |
| Aug 21, 2026 | Hain Robert C Director | Tax withheld | 950 | $15.5K |
| Aug 21, 2026 | Macauley Desmond Co-Chief Investment Officer | Option exercise | 4,000 | $0 |
| Aug 21, 2026 | HOLLIHAN JOHN P III Director | Option exercise | 1,900 | $0 |
| Jul 1, 2026 | PAPERIN STEWART J Director | Award | 945 | $16.5K |
| Jul 1, 2026 | Downey Carolyn Director | Award | 945 | $16.5K |
| May 21, 2026 | HOLLIHAN JOHN P III Director | Tax withheld | 760 | $12.5K |
| May 21, 2026 | HOLLIHAN JOHN P III Director | Option exercise | 1,900 | $0 |
| May 21, 2026 | PAPERIN STEWART J Director | Option exercise | 1,900 | $0 |
| May 21, 2026 | Behar Z Jamie Director | Option exercise | 1,900 | $0 |
| May 21, 2026 | BELL MARC H Director | Option exercise | 480 | $0 |
| May 21, 2026 | STATON DANIEL C Chairman of the Board | Option exercise | 480 | $0 |
| May 21, 2026 | BELL MARC H Director | Option exercise | 1,900 | $0 |
| May 21, 2026 | STATON DANIEL C Chairman of the Board | Option exercise | 1,900 | $0 |
| May 21, 2026 | Macauley Desmond Co-Chief Investment Officer | Option exercise | 1,500 | $0 |
| May 21, 2026 | Losyev Sergey Co-Chief Investment Officer | Tax withheld | 281 | $4.6K |
| May 21, 2026 | Losyev Sergey Co-Chief Investment Officer | Option exercise | 1,500 | $0 |
| May 21, 2026 | Macauley Desmond Co-Chief Investment Officer | Tax withheld | 389 | $6.4K |
| May 21, 2026 | Harper Gordon CFO | Tax withheld | 1,321 | $21.8K |
| May 21, 2026 | Harper Gordon CFO | Option exercise | 4,000 | $0 |
| May 21, 2026 | ULM SCOTT CEO | Tax withheld | 1,352 | $22.3K |
| May 21, 2026 | ULM SCOTT CEO | Option exercise | 3,380 | $0 |
| May 21, 2026 | Downey Carolyn Director | Tax withheld | 950 | $15.6K |
| May 21, 2026 | Downey Carolyn Director | Option exercise | 1,900 | $0 |
| May 21, 2026 | Hain Robert C Director | Tax withheld | 950 | $15.6K |
| May 21, 2026 | Hain Robert C Director | Option exercise | 1,900 | $0 |
| Apr 1, 2026 | Downey Carolyn Director | Award | 989 | $16.5K |
| Apr 1, 2026 | PAPERIN STEWART J Director | Award | 989 | $16.5K |
| Feb 24, 2026 | BELL MARC H Director | Option exercise | 480 | $0 |
| Feb 24, 2026 | BELL MARC H Director | Option exercise | 1,043 | $0 |
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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