Core Insights - The article provides a detailed analysis comparing Rithm Capital Corp. (RITM) to 17 other mortgage real estate investment trusts (mREITs) to address ongoing requests for such comparisons [1][2] - The analysis is divided into two parts, with Part 1 focusing on RITM's recent results and metrics, while Part 2 emphasizes dividend rates, yield percentages, and sustainability metrics [2][3] Group 1: RITM's Financial Metrics - RITM's book value as of September 30, 2025, is compared to its 17 mREIT peers, providing insights into its financial standing [2] - RITM declared a dividend of $0.25 per common share for Q3 2025, maintaining the same rate as the previous quarter, resulting in a trailing twelve-month (TTM) dividend yield of 8.26% [16][27] - The annual forward yield based on RITM's stock price as of September 19, 2025, is also 8.26%, while the yield based on the company's book value is 7.79% [16] Group 2: Dividend Sustainability Analysis - The article discusses RITM's dividend sustainability, indicating a very high probability (90%) of maintaining a dividend between $0.25 and $0.30 per share for Q1 and Q2 2026 [29] - RITM's quarterly core earnings available to common shareholders for Q3 2025 were reported at $296.9 million, translating to a core earnings per share of $0.54, which is above the dividend rate [23][21] - The dividend distribution payout ratios for RITM have been attractive, with ratios of 48%, 46%, and 47% for Q1, Q2, and Q3 2025, respectively [23] Group 3: Comparative Analysis with Peers - RITM's TTM dividend yield and annual forward yield percentages are notably below average when compared to its peer PMT, indicating a lower risk profile [16][27] - The article emphasizes that RITM has maintained a consistent dividend history, increasing its dividend from $0.35 in Q3 2014 to $0.25 since Q3 2021, contrasting with many peers that have reduced dividends [15][13] - The analysis includes a comparison of RITM's leverage ratio, which is lower than that of PMT, suggesting a more conservative approach to risk management [17] Group 4: Future Projections and Recommendations - The projected adjusted core earnings for Q4 2025 are expected to improve compared to Q3 2025, indicating a positive outlook for RITM's financial performance [30] - The current price target for RITM is approximately $14.60 per share, with recommendations varying from SELL at a premium to BUY at a discount to the projected book value [34][32] - The article concludes that RITM is currently undervalued, with a strong buy recommendation based on its financial metrics and market conditions [33]

VERO BEACH, Florida, Dec. 23, 2025 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced guidance on the January 2026 cash dividend for the Company's Common Stock of $0.24 per Common share. January 2026 Common Stock Dividend Information Month Dividend Holder of Record Date Payment DateJanuary 2026 $0.24 January 15, 2026 January 29, 2026 Certain Tax MattersARMOUR has elected to be taxed as a real estate investment trust (“REIT”) for U.S. ...

Dallas, Texas--(Newsfile Corp. - December 23, 2025) - Armour Residential REIT, Inc. (NYSE: ARR): Stonegate Capital Partners initiates their coverage on Armour Residential REIT, Inc. (NYSE: ARR). The Company ended the quarter with revenues, net income to common, and diluted EPS of $210.2M, $156.3M, and $1.49. This was a year over year increase of 65.4%, 148.5% and 23.2% respectively. This was primarily driven by the strong growth in average interest income on interest earning assets while interest cost on a ...

Core Insights - The JPMorgan Equity Premium Income ETF (JEPI) is popular for its substantial yield, while the Invesco KBW High Dividend Yield Financial ETF (KBWD) offers an even higher yield by focusing on financial sector dividend payers [1][2] - Investors should analyze KBWD's concentrated holdings and expense structure before investing [1] Group 1: Fund Characteristics - KBWD generates income through dividend distributions from its holdings, unlike JEPI, which uses options strategies [2] - The fund has a concentrated focus on financial sector equities, particularly mortgage REITs and business development companies, which presents both opportunities and risks [2][8] Group 2: Top Holdings and Performance - ARMOUR Residential REIT (ARR) declared a $0.24 monthly dividend, with a book value of $19.02 per share, reporting $194.5 million in revenue and $159.3 million in net income for Q3 2025 [3] - AGNC Investment Corp (AGNC) announced a $0.36 quarterly dividend, yielding 13.70% annually, with a $90.8 billion agency MBS portfolio and $903 million in revenue for Q3 [4] - Annaly Capital Management (NLY) paid a $0.70 per share dividend, managing a $97.8 billion portfolio and reporting $1.79 billion in revenue for Q3 [5] Group 3: Risk Factors - Mortgage REITs operate with significant leverage, making them sensitive to interest rate movements and yield curve dynamics [6] - KBWD's concentration in financial sector holdings exposes investors to interest rate sensitivity and leverage risks [8][11] Group 4: Alternative Options - The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) offers a diversified alternative by employing a covered call strategy on Nasdaq-100 stocks, generating income through option premiums [12]

Group 1 - The company invests significant resources, including thousands of hours and over $100,000 annually, to identify profitable investment opportunities, which has resulted in over 500 five-star reviews from satisfied members [1] - A new offering has been released, featuring the Top Picks for 2026, with a promotional discount of $100 for new members and a 30-day money-back guarantee [1] Group 2 - Jussi Askola, the President of Leonberg Capital, leads the investment group High Yield Landlord, which focuses on REIT investing and provides real-time portfolio updates and alerts to its members [2] - The group offers three distinct portfolios (core, retirement, international), buy/sell alerts, and a chat room for direct interaction with Jussi and his team of analysts [2]

Core Viewpoint - ARMOUR Residential REIT, Inc. has announced a cash dividend of $0.24 for December 2025 for its common stock, with a record date of December 15, 2025, and a payment date of December 29, 2025 [1][2]. Dividend Information - The cash dividend for December 2025 is set at $0.24 per share [2]. - The holder of record date is December 15, 2025, and the payment date is December 29, 2025 [2]. Tax Matters - ARMOUR is taxed as a real estate investment trust (REIT) and must distribute substantially all of its ordinary REIT taxable income to maintain this status [3]. - Dividends exceeding current tax earnings and profits are generally not taxable to common stockholders [3]. - The board of directors determines actual dividends based on various factors, including operational results, cash flows, financial condition, capital requirements, and market conditions [3]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises [4]. - The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the SEC [4].

Core Insights - The article highlights the potential for generating passive income through dividend stocks or ETFs, suggesting that an investment of $2,500 can yield $3,500 in annual passive income [1] Investment Opportunities - Investing in dividend-paying stocks or ETFs can provide significant returns, with a relatively low initial investment [1]

Core Insights - Palo Alto Networks reported strong growth in its Secured Access Service Edge (SASE) business, with annual recurring revenues (ARR) increasing by 34% year over year, surpassing $1.3 billion, and acquiring approximately 6,800 SASE customers, including nearly one-third of the Fortune 500 [1][9] Group 1: SASE Business Performance - The company is recognized as the fastest-growing SASE vendor at scale, driven by demand from customers seeking to consolidate security tools [2] - A significant contract was secured with a U.S. cabinet agency for $33 million, covering 60,000 seats after switching from a previous provider [2] - The demand for secure browsers is rising, with over 7.5 million licenses sold and bookings growing nearly fourfold compared to the previous year, enhancing the SASE platform [3] Group 2: Competitive Landscape - Key competitors in the SASE market include Zscaler and Fortinet, both of which are expanding their offerings in browser-based security and SASE solutions [5][6] - Fortinet's Unified SASE ARR grew by 13% year over year, highlighting its rapid growth and comprehensive SASE capabilities [6] Group 3: Financial Performance and Valuation - The Zacks Consensus Estimate for Palo Alto Networks' total revenues in fiscal 2026 is projected at $10.42 billion, reflecting a year-over-year increase of 13% [4] - The company trades at a forward price-to-sales ratio of 12.61X, slightly below the industry's average of 12.65X [11] - Earnings estimates for fiscal 2026 and 2027 imply year-over-year growth of 13.5% and 13.1%, respectively, with estimates remaining unchanged over the past 60 days [14]

Core Insights - The article discusses the investment positions held by analysts in various companies, indicating a bullish sentiment towards these stocks [1][2] Group 1: Analyst Positions - Analysts have a beneficial long position in shares of companies such as NBIS, CRWV, NVDA, META, AMZN, and GOOG, either through stock ownership, options, or other derivatives [1] - The article emphasizes that the opinions expressed are personal and not influenced by compensation from any company mentioned [1] Group 2: Performance and Recommendations - The article notes that past performance is not a guarantee of future results, highlighting the inherent uncertainty in investment outcomes [2] - It clarifies that no specific recommendations or advice are being provided regarding the suitability of investments for particular investors [2]

Core Insights - Nebius Group N.V. (NBIS) aims to achieve an annualized run rate (ARR) of $7–$9 billion by the end of 2026, with a target of $900 million to $1.1 billion by the end of 2025 [1][2] - The company is strengthening its core AI cloud business through partnerships with AI-native startups and major technology players like Microsoft and Meta, with expected revenue contributions ramping up through 2026 [2][4] Business Expansion - Nebius plans to expand its data centers in the U.K., Israel, and New Jersey, while launching new facilities in the U.S. and Europe in the first half of 2026, targeting 2.5 gigawatts of contracted power by 2026, up from 1 gigawatt [3] - The company is enhancing its enterprise offerings with the launch of the Aether 3.0 cloud platform and Nebius Token Factory, positioning itself as a leader in the global AI cloud market [4] Financial Outlook - Nebius has raised its capital expenditure guidance for 2025 from approximately $2 billion to around $5 billion, which may impact growth if revenue does not keep pace [5] - The company has tightened its full-year revenue outlook to a range of $500 million to $550 million, down from previous guidance [6] Competitive Landscape - Microsoft is significantly increasing its AI capacity and expanding its data center footprint, with expectations of total revenues between $79.5 billion and $80.6 billion for the second quarter of fiscal 2026, indicating a growth of 14% to 16% [7] - CoreWeave, Inc. is also expanding its role in the AI cloud market, securing major deals and partnerships, including a multi-year deal with Meta worth up to $14.2 billion [8][9] Market Performance - Shares of Nebius have gained 147.6% in the past six months, outperforming the Internet – Software and Services industry's growth of 9% [11] - The current price/book ratio for NBIS is 5.53X, higher than the industry's 4.26X [12]