News · ARMOUR Residential REIT, Inc. (ARR) · Real Estate

ARMOUR Residential REIT rises 3.3% ahead of earnings webcast

Session of October 20, 2026 · Published October 21, 2026 · 3 min read

What happened

ARMOUR Residential REIT (ARR) rose 3.3% on October 20, 2026, as the Real Estate sector moved higher and the stock largely tracked that sector-wide advance. The session followed company announcements, reported by GlobeNewsWire, that it named Margaret Field Karr as a strategic advisor and declared the cash dividend rate for Common Stock for November 2026. The company also scheduled a webcast and an earnings release after the close on October 22, 2026. The stock closed at $12.68, traded at 0.8 times its 20-day average volume, and opened 0.2% above the previous close.

Closing price over the last 30 trading sessions. On October 20, 2026, ARR closed at $12.68, up 3.3% on the day and 21.6% lower than 30 sessions earlier.

How big was the move

The day’s rise was 2.1 times a typical daily move for this stock and was 1.4 percentage points better than the sector median. The Real Estate sector median rose 1.9% while the S&P 500 rose 0.3%. Over the last five sessions the stock fell 6.7%, versus the S&P 500’s five-session drop of 1.2%.

Each bar is one day's price change; the outlined bar is October 20, 2026. A typical daily move over the past year was 1.5%, so the latest move equals 2.2 times that. Moves outside the dashed lines (about 3.0%) are unusual.

In the past five years the stock had 36 sessions with gains of at least 3.3%. Twenty trading days later the median result was a gain of 2.2%, and 20 of 36 were higher. The stock has a beta of 0.67, meaning it tends to move less than the market. Given the similar direction and magnitude of the sector move, the session read as the stock moving with its peers, with the company news providing background rather than a sole driver.

The technical picture

Technically the stock traded well below its moving averages: 6.8% below its 20-day moving average, 15.7% below its 50-day moving average and 24.2% below its 200-day moving average. The 50-day average is below the 200-day average, a sign of a weak longer-term trend. The Relative Strength Index (14 days) was 28, below 30, a level often called oversold.

Closing price over the past year. ARR ends the period 33.7% below its 52-week high, below its 50-day average ($15.05) and below its 200-day average ($16.73).

ARMOUR Residential REIT was 34.3% below its 52-week high and had fallen 14.2% over one month and 22.6% over three months. Change over one year was a fall of 19.0%, leaving it 34.8 percentage points behind the S&P 500 for the period. Volatility was 24% annualized over 60 days, lower than 58% of its own readings over five years, which suggests subdued near-term momentum despite lower recent volatility relative to its own history.

Fundamentals and valuation

Over the four quarters through June 30, 2026, revenue totaled $1.01 billion, a growth of 34.2% from a year earlier. Diluted earnings per share were $3.72. Profitability metrics showed a gross margin of 95.5% (a year earlier: 95.3%) and an operating margin of 106.1% (a year earlier: 69.2%). Free-cash-flow margin was 31.7% and return on invested capital stood at 168.5%.

Quarterly revenue by period end. The latest quarter brought $211M, 8.4% more than the same quarter a year earlier.

The balance sheet showed net debt of 19.5 times EBITDA and the share count over one year increased by 55.1%. On valuation metrics the stock traded at 3.4 times trailing earnings and 4.4 times expected earnings, with a free-cash-flow yield of 17.1%.

Earnings and analyst expectations

ARMOUR Residential REIT scheduled a webcast of its conference call to discuss third quarter 2026 operating results on October 22, 2026, and said it would issue its third quarter 2026 earnings release after the close of market that day. The company’s next report is due October 28, 2026.

Diluted earnings per share by quarter. The latest quarter shows $0.86, against -$0.94 in the same quarter a year earlier.

The last report, on July 22, 2026, showed earnings per share of $0.72 against $0.72 expected, 0.4% below estimates. The stock had zero consecutive quarters beating estimates and an average surprise over the last four reports of 1.1% below estimates. The typical two-day reaction after recent reports was that the stock rose 0.2%.

Analysts assign a consensus price target of $15.00, 18.3% above the closing price, based on 25 analysts. Twenty percent of those analysts rate the stock Buy or Strong Buy, while the consensus rating is Hold. Investors will watch the webcast and formal release for guidance and any signs of revision to expectations.

What to watch

October 22, 2026: webcast of conference call to discuss third quarter 2026 operating results and earnings release after the close
October 28, 2026: next scheduled earnings report
Dividend: announced cash dividend rate for Common Stock for November 2026 (GlobeNewsWire)
Corporate communications: named Margaret Field Karr as strategic advisor for investor relations and corporate communications (GlobeNewsWire)

Full ARR analysis: scores, chart and financials →