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ARMOUR Residential REIT, Inc.
September 24, 2026 · intraday
- Rarity
- 1.73
- Peak move
- −3.63%
- Float cap
- $1.6B
ARMOUR Residential REIT, Inc. is an externally managed Maryland real estate investment trust that brings private capital into the U.S. mortgage markets to support home ownership. It invests primarily in mortgage-backed securities issued or guaranteed by U.S. government-sponsored entities such as Fannie Mae, Freddie Mac, and Ginnie Mae, as well as U.S. Treasury securities. It finances these holdings with repurchase agreements and uses derivatives to hedge interest-rate risk.
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What we found
9 events · 1 from SEC or newswire · 0 timed with the movegeopoliticalThe US and Israel's war with Iran, ongoing since late February 2026, has driven up energy prices and inflation, pushing mortgage rates more than 100 basis points higher since the conflict began and contributing to the Treasury yield spike.
dividend_changeARMOUR Residential REIT announced guidance for a monthly cash dividend of $0.24 per common share for October 2026, payable October 29, 2026 to holders of record October 15, 2026.
SEC8-K 0001428205-26-000109wireglobenewswire.comexecutive_remarkFederal Reserve Governor Michael Barr told a housing conference in Chicago that the risks of missing the inflation goal have grown while job-market risks have eased, saying more rate changes will likely be needed to return inflation to target on schedule.
notable_investor_commentKBW analyst Bose George said agency MBS spreads have widened with the 10-year Treasury over recent weeks and that it would make sense for Fannie Mae and Freddie Mac to buy more MBS, though he does not view Pulte's comments as a structural change.
- Key event
macro_dataThe 10-year Treasury yield closed at 5.12% on Sept 23, its highest since July 2007 and biggest one-day rise since April 2025, after firm inflation data, a weak $70 billion five-year auction and rising odds of an October Fed hike, while the 2-year rose to 4.903%.
policy_changeThe Community Home Lenders of America wrote to FHFA Director Bill Pulte and Treasury Secretary Scott Bessent urging Fannie Mae and Freddie Mac to expand agency MBS purchases, estimating that greater Freddie Mac participation could narrow mortgage spreads by 10-12 basis points; Fannie held $99.7 billion vs Freddie's $54.7 billion at end-July, and Pulte had said Sept 18 the GSEs were 'beginning to buy even more.'
- Key event
demand_signalThe average US 30-year fixed mortgage rate rose 15 basis points to 7.12% for the week ended Sept 18, its highest since May 2024, per the Mortgage Bankers Association, with the refinance index down 2.6% to its lowest since February 2025 and the ARM share rising to 9.8%.
- Key event
macro_dataThe Federal Reserve raised its benchmark policy rate by a quarter point to a 3.75%-4.00% range, its first hike since 2023, and nearly all policymakers projected at least one more increase by year-end, citing inflation above the 2% goal for 5-1/2 years.
operating_metricsARMOUR Residential REIT published its September 2026 monthly company update, reporting a $22.665 billion total portfolio (93.9% agency, 87.4% 30-year fixed-rate pools) with implied leverage of 7.9 and liquidity of $1,334.0 million (50% of total capital), and a common stock price of $16.22.