By: Reportable
February 20, 2026

Curated TLDR

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

DALLAS, TX -- fEBRUARY 20, 2026

DALLAS, TX -- 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. This was a year over year increase of 55.1%, $258.1M and $2.69 respectively. This was primarily driven by the strong growth in average interest income on interest earning assets while interest cost on average interest-bearing liabilities declined. Given the current macro environment, we expect this performance to be sustainable.

To view the full announcement, including downloadable images, bios, and more, click here.

Key Takeaways:
  • In 4Q25, ARR generated interest income, net income, and diluted EPS of $236.5M, $208.7M, and $1.86, driven by improved interest spreads and lower funding costs.
  • Reported distributable earnings of $79.7M, or $0.71 per share, while book value per share increased 6.5% sequentially to $18.63.
  • Paid $0.72 per share in dividends, resulting in a 16.4% annualized yield and a 101% payout ratio relative to distributable earnings.

Click image above to view full announcement.

About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking services for public and private companies.

Contacts:

Stonegate Capital Partners
(214) 987-4121
[email protected]

Source: Stonegate, Inc.

Distributed by: Reportable, Inc.

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