Armour Residential REIT: Key Financial Report and Dividend Details Announced

Armour Residential Reit US0423155078

All eyes are on Armour Residential REIT as it prepares to release its fourth-quarter 2025 financial results. The upcoming report, set for February 11, represents more than a routine earnings update. Shareholders are keenly awaiting insights into how the mortgage real estate investment trust is managing its operations within a market landscape heavily influenced by Federal Reserve monetary policy.

The company is scheduled to announce its Q4 2025 figures before the market opens on Wednesday, February 11, 2026. Current consensus among market observers points to an expected earnings per share of $0.74, with projected revenue of approximately $62.34 million. A conference call with management is slated for the following day, Thursday, February 12, to provide a comprehensive review of the portfolio's performance and strategic positioning.

In a separate but significant announcement for income-focused investors, the REIT has confirmed its monthly dividend distribution. A cash dividend of $0.24 per common share will be paid for February. To qualify for this payment, shareholders must be on record as of the ex-dividend date, February 17, 2026, with the payment scheduled for February 27, 2026. This distribution aligns with the company's structure as a REIT, which mandates the payout of most taxable income to shareholders.

Key Dates and Figures at a Glance:

• Earnings Release: February 11, 2026 (pre-market)
• Estimated EPS: $0.74
• Estimated Revenue: $62.34 million
• February Dividend: $0.24 per share
• Payment Date: February 27, 2026

Market Context and Portfolio Strategy

Armour Residential's business model is centered on investing in agency mortgage-backed securities (MBS), which are predominantly comprised of fixed-rate mortgages. This sector is notoriously sensitive to interest rate fluctuations. Consequently, the company's management team places significant emphasis on monitoring the spreads within the MBS market, viewing a potential narrowing of these spreads as a key driver for future returns.

The upcoming earnings call will offer a crucial opportunity for the leadership to detail the current portfolio structure and provide guidance for the ongoing fiscal year. Investor reaction to the quarterly numbers will largely hinge on revealed trends in interest rate margins and how the company has navigated recent market volatility.

Trading recently at $17.52 per share, the stock demonstrates relative stability and continues to hold a position roughly 9% above its 200-day moving average of $16.08. This price action underscores the moderate upward trend the equity has maintained over recent months.