ARMOUR Residential REIT, Inc. (NYSE: ARR) reported a GAAP net loss to common stockholders of $327.0 million, or $2.26 per common share, for Q3 2026, while Distributable Earnings were $102.3 million, or $0.71 per share. Reported book value per common share was $14.55 and common dividends declared totaled $0.72 for the quarter, resulting in a total economic return of (12.9)%. The portfolio totaled $21.3 billion, 94.0% of which was Agency MBS, and the debt-to-equity ratio was 8.24:1 at September 30, 2026. The company raised $205.7 million through its at-the-market common stock program and repurchased 363,700 shares. CEO Scott Ulm said mortgage spreads widened late in the quarter as rates rose and the Federal Reserve turned more hawkish, but the company remains constructive on the MBS market.
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