Analysts Set ARMOUR Residential REIT, Inc. (NYSE:ARR) Target Price at $18.33

Shares of ARMOUR Residential REIT, Inc. (NYSE:ARR) have been assigned a consensus recommendation of “Hold” from the six research firms that are currently covering the stock, Marketbeat reports. Two research analysts have rated the stock with a sell rating, one has given a hold rating and three have assigned a buy rating to the company. The average twelve-month target price among brokerages that have updated their coverage on the stock in the last year is $18.1667.

Several equities research analysts recently issued reports on the stock. Zacks Research cut shares of ARMOUR Residential REIT from a “hold” rating to a “strong sell” rating in a report on Thursday. Wall Street Zen downgraded ARMOUR Residential REIT from a “hold” rating to a “sell” rating in a research note on Saturday. JonesTrading reduced their price objective on ARMOUR Residential REIT from $20.50 to $20.00 and set a “buy” rating for the company in a research report on Friday. Compass Point started coverage on ARMOUR Residential REIT in a research report on Monday, December 15th. They issued a “buy” rating and a $18.50 target price on the stock. Finally, Weiss Ratings restated a “sell (d)” rating on shares of ARMOUR Residential REIT in a research note on Wednesday, January 21st.

ARMOUR Residential REIT Stock Performance

NYSE ARR opened at $17.89 on Wednesday. ARMOUR Residential REIT has a one year low of $13.18 and a one year high of $19.31. The stock has a 50-day moving average of $17.93 and a 200 day moving average of $16.58. The company has a market capitalization of $2.14 billion, a price-to-earnings ratio of 6.55 and a beta of 1.46.

ARMOUR Residential REIT (NYSE:ARR) last announced its quarterly earnings results on Wednesday, February 18th. The real estate investment trust reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.03). ARMOUR Residential REIT had a net margin of 40.31% and a return on equity of 15.30%. The company had revenue of $236.50 million for the quarter, compared to analysts’ expectations of $62.34 million. On average, equities analysts predict that ARMOUR Residential REIT will post 3.8 earnings per share for the current fiscal year.

ARMOUR Residential REIT Dividend Announcement

The firm also recently announced a monthly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 16th will be given a dividend of $0.24 per share. This represents a c) annualized dividend and a yield of 16.1%. The ex-dividend date is Monday, March 16th. ARMOUR Residential REIT’s payout ratio is 105.49%.

Insiders Place Their Bets

In other news, Director Robert C. Hain sold 6,833 shares of ARMOUR Residential REIT stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $18.06, for a total transaction of $123,403.98. Following the transaction, the director owned 1,010 shares in the company, valued at $18,240.60. This trade represents a 87.12% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.23% of the company’s stock.

Hedge Funds Weigh In On ARMOUR Residential REIT

Institutional investors have recently bought and sold shares of the stock. GAMMA Investing LLC grew its holdings in ARMOUR Residential REIT by 217.5% during the fourth quarter. GAMMA Investing LLC now owns 1,721 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 1,179 shares during the period. Signaturefd LLC grew its stake in shares of ARMOUR Residential REIT by 210.9% during the 4th quarter. Signaturefd LLC now owns 1,766 shares of the real estate investment trust’s stock valued at $31,000 after acquiring an additional 1,198 shares during the period. Quarry LP increased its holdings in ARMOUR Residential REIT by 620.6% in the 3rd quarter. Quarry LP now owns 1,823 shares of the real estate investment trust’s stock worth $27,000 after acquiring an additional 1,570 shares in the last quarter. Allworth Financial LP raised its stake in ARMOUR Residential REIT by 40.7% during the 4th quarter. Allworth Financial LP now owns 2,369 shares of the real estate investment trust’s stock worth $42,000 after acquiring an additional 685 shares during the period. Finally, Danske Bank A S purchased a new position in ARMOUR Residential REIT during the third quarter valued at approximately $42,000. 54.17% of the stock is owned by institutional investors.

More ARMOUR Residential REIT News

Here are the key news stories impacting ARMOUR Residential REIT this week:

• Positive Sentiment: Management reported a strong quarter with a 10.63% total economic return driven by MBS spread tightening, lower MBS volatility and a friendlier interest-rate backdrop — a clear driver of improved asset returns. ARMOUR REIT (ARR) Q4 2025 Earnings Call Transcript
• Positive Sentiment: The firm swung to full‑year 2025 net income of $322.7M (from a prior-year loss) and expanded its mortgage‑backed securities portfolio ~60% while maintaining the monthly dividend of $0.24 — signals of scale and restored profitability that support dividend sustainability. Return To Profitability And 60% Portfolio Growth Might Change The Case For Investing In ARMOUR Residential REIT (ARR)
• Neutral Sentiment: Stonegate Capital Partners updated coverage highlighting stronger interest income and higher EPS for the quarter — an informational coverage note that reinforces recent results but did not change a clear bullish/bearish stance. Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) 2025 Q4
• Neutral Sentiment: JonesTrading trimmed its price target from $20.50 to $20.00 but kept a buy rating — a modest reduction in upside that still signals analyst confidence in ARR’s outlook. JonesTrading Lowers Price Target on ARR
• Negative Sentiment: Distributable earnings per share of $0.71 missed the consensus of $0.74, and some outlets flagged the quarter as lagging estimates on that metric — a near-term negative for income-focused investors. Armour Residential REIT (ARR) Lags Q4 Earnings Estimates
• Negative Sentiment: Zacks added ARR to its Rank #5 (Strong Sell) list, which can pressure sentiment and prompt short-term selling by quantitative/algorithmic funds that follow the Zacks ranking. New Strong Sell Stocks for February 20th

About ARMOUR Residential REIT

ARMOUR Residential REIT (NYSE:ARR) is a mortgage real estate investment trust that was formed in 2008 to acquire and manage a portfolio of residential mortgage-backed securities (RMBS). The company’s investments are primarily agency-sponsored and agency-guaranteed RMBS issued by U.S. government-sponsored enterprises, along with credit risk transfer securities and select non-agency residential and multifamily RMBS. By focusing on high-quality mortgage assets, ARMOUR Residential REIT seeks to generate stable income and preserve capital through diversified exposure to the U.S.