Agency mREITs: Which Are Gold, Which Are Yield Traps

Minimal Credit Risk: Agency MBS are guaranteed by GSEs. Historically, MBS prices rise during economic downturns, leading to higher book values and sustainable payouts for mREITs. Despite a recent rally, Agency MBS spreads remain attractive compared to the 40-year historical average.

Seeking Alpha • Feb 22, 2026

Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) 2025 Q4

Dallas, Texas--(Newsfile Corp. - February 20, 2026) - Armour Residential REIT, Inc. (NYSE: ARR): Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (NYSE: ARR). The Company ended the quarter with interest income, net income to common, and diluted EPS of $236.5M, $208.7M, and $1.86.

Newsfile Corp • Feb 20, 2026

New Strong Sell Stocks for February 20th

ARR, ARI and DKNG have been added to the Zacks Rank #5 (Strong Sell) List on February 20th, 2026.

Zacks Investment Research • Feb 20, 2026

ARMOUR Residential REIT, Inc. (ARR) Q4 2025 Earnings Call Transcript

ARMOUR Residential REIT, Inc. (ARR) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 19, 2026

ARMOUR Residential REIT, Inc. Announces Q4 Results and December 31, 2025 Financial Position

VERO BEACH, Florida, Feb. 18, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR PRC) (“ARMOUR” or the “Company”) today announced the Company's unaudited Q4 results and December 31, 2025 financial position.

GlobeNewsWire • Feb 18, 2026

Armour Residential REIT (ARR) Lags Q4 Earnings Estimates

Armour Residential REIT (ARR) came out with quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.78 per share a year ago.

Zacks Investment Research • Feb 18, 2026

ARMOUR Residential REIT, Inc. Announces March 2026 Dividend Rate per Common Share

VERO BEACH, Florida, Feb. 17, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the March 2026 cash dividend for the Company's Common Stock.

GlobeNewsWire • Feb 17, 2026

ARMOUR Residential REIT, Inc. Fourth Quarter 2025 Webcast Scheduled for February 19, 2026

VERO BEACH, Florida, Feb. 17, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) announced today that it will provide an online, real‑time webcast of its conference call with equity analysts covering fourth quarter 2025 operating results on Thursday, February 19, 2026. The Company will issue its fourth quarter 2025 earnings release after the close of trading on Wednesday, February 18, 2026.

GlobeNewsWire • Feb 17, 2026

High-Yield Carnage In 2026

Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperformed on a risk-adjusted basis, prompting a portfolio shift towards these instruments for better yield and stability.

Seeking Alpha • Feb 3, 2026

ARMOUR Residential REIT, Inc. Announces February 2026 Dividend Rate per Common Share

VERO BEACH, Florida, Jan. 29, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the February 2026 cash dividend for the Company's Common Stock. February 2026 Common Stock Dividend Information Month   Dividend   Holder of Record Date   Payment Date February 2026   $0.24   February 17, 2026   February 27, 2026               Certain Tax Matters ARMOUR has elected to be taxed as a real estate investment trust (“REIT”) for U.S. Federal income tax purposes.

GlobeNewsWire • Jan 29, 2026